Skip to content
Disclosery

BSM BLACK STONE MINERALS L P

Follow

COM UNIT (common), issuer CIK 1621434

177 managers (178 13F filers) reported a position in BSM shares at 2025-03-31, 33,734,977 shares in all. 17 filers opened a position and 22 filers sold out during the quarter.

Managers
177
13F filers
178
New
17
Added
59
Reduced
38
Sold out
22
Shares held by filers
33,734,977

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
William Marsh Rice University5,663,476$86.5M36.51%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,107,867$62.7M<0.01%-1,425,11113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,526,258$38.6M<0.01%+579,05613F-HRTimelineGroup
PENN DAVIS MCFARLAND INC1,861,741$28.4M3.36%+260,55913F-HRTimeline
INVESTMENT MANAGEMENT ASSOCIATES INC /A…1,535,334$23.4M9.59%-8,84813F-HRTimeline
NATIXISin group Natixis Investment Managers1,477,700$22.5M0.13%013F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG970,505$14.8M<0.01%+314,22713F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…913,495$13.9M0.03%+885,31113F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC896,934$13.7M0.02%-1,00013F-HRTimelineGroup
Mudita Advisors LLP760,877$11.6M5.87%013F-HRTimeline
FIDUCIENT ADVISORS LLC745,423$11.4M1.42%-66,04413F-HRTimeline
Concorde Financial Corp603,374$9.21M5.08%+120,16513F-HRTimeline
Cresset Asset Management, LLC596,853$9.11M0.05%013F-HRTimeline
EPACRIA CAPITAL PARTNERS, LLC578,422$8.83M7.19%013F-HRTimeline
KEMPNER CAPITAL MANAGEMENT INC.498,616$7.61M4.29%013F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co490,740$7.49M0.02%013F-HRTimelineGroup
HighTower Advisors, LLC402,901$6.15M0.01%-6,01713F-HRTimeline
Cambridge Investment Research Advisors,…395,880$6.04M0.02%+6,62713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP390,499$5.96M0.04%+378,29913F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP376,503$5.75M0.01%+19,72113F-HRTimelineGroup
Clarus Group, Inc.333,996$5.1M1.98%013F-HRTimeline
Lummis Asset Management, LP340,513$4.81M3.34%+337,51813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP303,164$4.63M<0.01%-15013F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC268,638$4.1M0.05%-7,00013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC263,100$4.02M0.13%-58,12013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC247,070$3.77M<0.01%-41,34213F-HRTimelineGroup
SPIRIT OF AMERICA MANAGEMENT CORP/NY218,999$3.34M0.68%-26,00013F-HRTimeline
GraniteShares Advisors LLC179,927$2.75M1.75%+10,90013F-HRTimeline
Hill Investment Group Partners, LLC177,487$2.71M0.37%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP171,925$2.63M<0.01%-30013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC165,986$2.53M<0.01%-412,32013F-HRTimelineGroup
LMG Wealth Partners, LLC150,245$2.29M0.51%013F-HRTimeline
Board of Trustees of The Leland Stanfor…147,852$2.26M0.19%013F-HRTimeline
LPL Financial LLC147,506$2.25M<0.01%+11,43013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC137,151$2.09M<0.01%+133,26113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.156,070$2.05M<0.01%+6,60013F-HRTimelineGroup
Mraz, Amerine & Associates, Inc.123,260$1.88M0.32%-14513F-HR/ATimeline
MCDANIEL TERRY & CO119,987$1.83M0.16%-6,77513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA119,894$1.83M<0.01%+7,81813F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO116,354$1.78M<0.01%+96,64013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP116,199$1.77M<0.01%+9,95713F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC107,120$1.64M0.01%new13F-HRTimelineGroup
O'Brien Greene & Co. Inc100,000$1.53M0.51%013F-HRTimeline
Beacon Pointe Advisors, LLC99,778$1.52M0.02%+6,48513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV94,864$1.45M<0.01%-18613F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.91,662$1.4M0.19%+19713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC90,742$1.39M0.01%013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN89,526$1.37M<0.01%+3,80013F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC89,122$1.36M0.06%-60,81813F-HRTimeline
Anthracite Investment Company, Inc.88,104$1.35M0.84%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.85,450$1.3M<0.01%+3,89613F-HRTimelineGroup
RAHLFS CAPITAL, LLC84,267$1.29M1.29%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…82,533$1.26M0.08%13F-HRTimeline
Icon Wealth Advisors, LLC82,036$1.25M0.1%+25313F-HRTimeline
AlphaCore Capital LLC78,980$1.21M0.1%+20,43013F-HRTimeline
AVENIR CORP73,900$1.13M0.12%013F-HRTimeline
Independent Advisor Alliance73,487$1.12M0.04%+1013F-HRTimeline
Cetera Investment Advisers72,803$1.11M<0.01%+46,78213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources72,357$1.1M<0.01%013F-HRTimelineGroup
Gruss & Co., LLC71,016$1.08M4.73%013F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …68,000$1.04M<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.67,359$1.03M0.01%-3,50013F-HRTimelineGroup
Bramshill Investments, LLC64,734$988K0.1%+4713F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.62,400$953K0.02%013F-HRTimelineGroup
Moors & Cabot, Inc.62,100$948K0.05%-35,85013F-HRTimeline
Bahl & Gaynor LLC61,500$939K<0.01%013F-HRTimeline
Welch & Forbes LLC58,966$900K0.01%013F-HRTimeline
RWA WEALTH PARTNERS, LLC58,873$899K0.01%-19,43113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC58,036$886K<0.01%-5,00613F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.55,790$852K0.41%-36,70013F-HRTimeline
Fort Sheridan Advisors LLC55,671$850K0.13%-1,80013F-HRTimeline
Clear Harbor Asset Management, LLC52,032$795K0.06%013F-HRTimeline
CoreCommodity Management, LLC51,381$785K0.13%+31,59913F-HRTimeline
Mariner, LLCin group Mariner, LLC49,380$754K<0.01%-1,34113F-HRTimelineGroup
Bristlecone Advisors, LLC49,347$754K0.06%+3,79613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC46,138$705K0.02%-5,73913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,965$641K<0.01%+5,69413F-HRTimelineGroup
Family Manage LLC39,767$607K0.1%013F-HRTimeline
Cadence Bank39,034$596K0.04%+70913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC37,458$572K<0.01%+3,09613F-HR/ATimelineGroup
CHASE INVESTMENT COUNSEL CORP34,914$533K0.2%013F-HRTimeline
State of Wyoming34,491$527K0.07%+27,15813F-HRTimeline
Aristides Capital LLC34,396$525K0.2%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC33,616$513K<0.01%+14,67113F-HRTimeline
JFS WEALTH ADVISORS, LLC32,747$500K0.03%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC32,746$500K0.01%013F-HRTimeline
DOLIVER ADVISORS, LP31,734$485K0.14%+79113F-HRTimeline
Autumn Glory Partners, LLC31,600$483K0.24%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC30,452$465K0.01%-1,28613F-HRTimelineGroup
Krane Funds Advisors LLC29,230$446K0.01%new13F-HRTimeline
Avidian Wealth Enterprises, LLC29,000$443K0.02%+1,50013F-HRTimeline
Steward Partners Investment Advisory, L…27,340$417K<0.01%-30,45013F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding25,992$397K+14,154Timeline
FLAGSHIP HARBOR ADVISORS, LLC25,980$397K0.02%+1,60213F-HRTimeline
MAS Advisors LLC25,135$384K0.59%-43313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,181$369K<0.01%new13F-HRTimelineGroup
Cerity Partners OCIO LLCin group Cerity Partners LLC162$368K0.02%-413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP22,288$340K<0.01%013F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC21,769$332K0.01%+9,89313F-HRTimeline
IHT Wealth Management, LLC21,494$328K0.01%-1,75713F-HRTimeline
Cypress Wealth Services, LLC21,437$327K0.07%013F-HRTimeline
Sunbelt Securities, Inc.21,366$326K0.03%+7213F-HRTimeline
Fiduciary Group, LLC21,218$324K0.03%+1,40613F-HRTimeline
Waterloo Capital, L.P.21,000$321K0.03%013F-HRTimeline
F&V Capital Management, LLC20,200$308K0.08%013F-HRTimeline
BOKF, NAin group BOKF, NA20,000$305K0.01%013F-HRTimelineGroup
FRANKLIN STREET ADVISORS INC /NC20,000$305K0.02%013F-HRTimeline
Colonial River Investments, LLC19,650$300K0.17%+23513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC19,650$300K0.01%+23513F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…18,913$289K0.03%013F-HRTimelineGroup
Pekin Hardy Strauss, Inc.18,000$275K0.03%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\17,950$274K<0.01%013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…17,000$260K0.01%013F-HRTimeline
DIVERSIFIED TRUST CO16,787$256K0.01%013F-HRTimeline
Advisory Services Network, LLC15,725$240K<0.01%new13F-HRTimeline
Indie Asset Partners, LLC15,700$240K0.21%013F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.15,254$233K0.04%+37213F-HRTimeline
Van Hulzen Asset Management, LLC15,000$229K0.02%new13F-HRTimeline
MAI Capital Management14,985$229K<0.01%-1,04413F-HRTimeline
BCS Wealth Management14,785$226K0.06%+33513F-HRTimeline
Nicholson Meyer Capital Management, Inc.14,687$224K0.21%13F-HRTimeline
LongView Wealth Management14,568$222K0.07%-1,27613F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…14,564$222K<0.01%+8,84913F-HRTimelineGroup
Annandale Capital, LLC14,382$220K0.04%013F-HRTimeline
SCS Capital Management LLC14,310$219K<0.01%new13F-HR/ATimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…14,238$218K0.07%new13F-HRTimelineGroup
Alpha Wealth Funds, LLC14,000$214K0.23%-11,00013F-HRTimeline
Belpointe Asset Management LLC13,863$212K0.01%new13F-HRTimeline
Creative Planningin group Creative Planning13,415$205K<0.01%+1,52913F-HRTimelineGroup
Sterling Capital Management LLC13,305$203K<0.01%013F-HRTimeline
CHOREO, LLC13,065$200K<0.01%+3513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,900$197K0.01%-20013F-HRTimelineGroup
Guardian Wealth Management, Inc.12,010$183K0.12%+1,55313F-HRTimeline
Baker Ellis Asset Management LLC12,000$183K0.03%013F-HRTimeline
EP Wealth Advisors, LLC11,437$175K<0.01%-13,15413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,325$173K<0.01%+26313F-HRTimelineGroup
Kiker Wealth Management, LLC10,750$164K0.11%new13F-HRTimeline
Geneos Wealth Management Inc.10,690$163K<0.01%+5,51013F-HRTimeline
LB Partners LLC10,000$153K0.11%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC10,000$153K0.04%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC7,623$116K<0.01%+7,06213F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC6,666$102K<0.01%013F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC6,250$95.4K0.02%013F-HRTimelineGroup
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…5,600$86K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,040$46.3K<0.01%+1,04013F-HR/ATimelineGroup
North Capital, Inc.3,000$45.8K0.04%13F-HRTimeline
Arax Advisory Partners2,242$34.2K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,183$33.3K<0.01%-35,21213F-HR/ATimelineGroup
LANARK FINANCIAL, INC.2,025$30K<0.01%+2,02413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,900$29K<0.01%new13F-HRTimelineGroup
NFSG Corp1,736$26.5K0.01%013F-HRTimeline
SVB WEALTH LLC1,658$25.3K<0.01%new13F-HRTimeline
Bogart Wealth, LLC1,623$24.8K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC1,492$22.8K0.02%13F-HRTimeline
Farther Finance Advisors, LLC1,475$22.6K<0.01%+1,35013F-HRTimeline
Financial Management Professionals, Inc.1,381$21.1K<0.01%+3413F-HRTimeline
IFP Advisors, Inc1,025$15.7K<0.01%+2513F-HRTimeline
WOLFF WIESE MAGANA LLC1,000$15.3K0.01%013F-HRTimeline
Aventura Private Wealth, LLC1,000$15.3K0.01%013F-HRTimeline
CoreCap Advisors, LLC996$15.2K<0.01%+2313F-HRTimeline
Cypress Capital Management LLC (WY)600$9.16K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.600$9.16K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC538$8K<0.01%+37413F-HRTimelineGroup
Golden State Wealth Management, LLC515$7.86K<0.01%new13F-HR/ATimeline
PRIVATE TRUST CO NA500$7.63K<0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC500$7.63K0.01%-4,40013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…500$7.63K<0.01%013F-HRTimeline
Parallel Advisors, LLC371$5.66K<0.01%+1013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…300$4.58K<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC285$4.35K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC209$3.19K<0.01%013F-HRTimeline
Clearstead Advisors, LLC102$1.56K<0.01%+313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…92$1.41K<0.01%-7513F-HRTimelineGroup
MATHER GROUP, LLC.90$1.37K<0.01%013F-HRTimeline
Brooklyn Investment Group51$779<0.01%-913F-HRTimeline
HAZLETT, BURT & WATSON, INC.14$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.