BLACK STONE MINERALS L P (BSM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
197
Reporting holders
$632.9M
Reported value
1.8%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $124.3M | 8,899,403 | 0.01% | 35q | +7.6%+$8.8M |
| William Marsh Rice University | $79.1M | 5,663,476 | 36.09% | 31q | HELD |
| FMR LLC | $63.1M | 4,518,071 | 0.00% | 3q | HELD |
| BANK OF AMERICA CORP /DE/ | $29.1M | 2,080,058 | 0.00% | 31q | -1.3%-$380.5K |
| PENN DAVIS MCFARLAND INC | $27.4M | 1,958,137 | 2.44% | 31q | HELD |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | $25.8M | 1,848,184 | 5.30% | 22q | -2.8%-$737.9K |
| NATIXIS | $22.1M | 1,579,900 | 0.09% | 22q | HELD |
| AMERIPRISE FINANCIAL INC | $16.5M | 1,181,399 | 0.00% | 2q | -50.0%-$16.5M |
| Long Corridor Asset Management Ltd | $12.3M | 880,000 | 3.71% | 2q | +14.0%+$1.5M |
| BROWN ADVISORY INC | $12.2M | 870,666 | 0.02% | 31q | -0.8%-$102.5K |
| Mudita Advisors LLP | $10.6M | 760,877 | 2.21% | 19q | HELD |
| ING GROEP NV | $10.2M | 728,600 | 0.05% | 5q | HELD |
| Fayez Sarofim & Co | $8.8M | 633,364 | 0.02% | 31q | HELD |
| HighTower Advisors, LLC | $8.8M | 630,392 | 0.01% | 31q | +2.2%+$193.3K |
| Saber Capital Managment, LLC | $8.6M | 616,921 | 5.86% | 6q | +7.8%+$622.0K |
| Cresset Asset Management, LLC | $8.4M | 602,282 | 0.03% | 17q | HELD |
| EPACRIA CAPITAL PARTNERS, LLC | $8.1M | 580,716 | 6.26% | 15q | HELD |
| WELLS FARGO & COMPANY/MN | $6.9M | 491,892 | 0.00% | 31q | -40.5%-$4.7M |
| BlackRock, Inc. | $6.3M | 451,042 | 0.00% | new | NEW |
| Lummis Asset Management, LP | $5.1M | 343,843 | 3.04% | 11q | HELD |
| CITIGROUP INC | $4.9M | 349,820 | 0.00% | 10q | -36.0%-$2.7M |
| PEAK6 LLC | $4.8M | 5,830 | 0.01% | 3q | HELD |
| CHILTON CAPITAL MANAGEMENT LLC | $4.7M | 337,263 | 0.15% | 9q | HELD |
| FIRST TRUST ADVISORS LP | $4.2M | 301,902 | 0.00% | 31q | +21.1%+$735.4K |
| Forum Financial Management, LP | $4.2M | 300,000 | 0.05% | 3q | HELD |
| NORTHERN TRUST CORP | $4.2M | 298,164 | 0.00% | 7q | HELD |
| CITADEL ADVISORS LLC | $2.9M | 89,225 | 0.00% | 25q | HELD |
| GraniteShares Advisors LLC | $2.9M | 206,254 | 1.85% | 15q | +15.1%+$377.2K |
| UBS Group AG | $2.8M | 202,308 | 0.00% | 31q | +5.0%+$135.3K |
| Freestone Capital Holdings, LLC | $2.8M | 200,000 | 0.07% | new | NEW |
| REGIONS FINANCIAL CORP | $2.7M | 196,349 | 0.02% | 9q | -2.5%-$69.9K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $2.7M | 194,470 | 0.05% | 20q | -1.8%-$48.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $2.7M | 190,738 | 0.00% | 30q | +103.4%+$1.4M |
| GOLDMAN SACHS GROUP INC | $2.6M | 189,440 | 0.00% | 3q | +77.4%+$1.2M |
| Corient Private Wealth LP | $2.6M | 187,692 | 0.00% | 13q | +180.2%+$1.7M |
| Hill Investment Group Partners, LLC | $2.5M | 177,487 | 0.25% | 21q | HELD |
| EXCHANGE TRADED CONCEPTS, LLC | $2.3M | 167,060 | 0.01% | 7q | +115.9%+$1.3M |
| LPL Financial LLC | $2.3M | 166,849 | 0.00% | 20q | -2.8%-$66.9K |
| RAYMOND JAMES FINANCIAL INC | $2.3M | 162,784 | 0.00% | 7q | -4.8%-$115.8K |
| STIFEL FINANCIAL CORP | $2.2M | 157,802 | 0.00% | 31q | -2.5%-$57.1K |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $2.1M | 151,238 | 0.02% | 30q | HELD |
| Board of Trustees of The Leland Stanford Junior University | $2.1M | 147,852 | 0.39% | 31q | HELD |
| FIDUCIENT ADVISORS LLC | $2.0M | 142,237 | 0.28% | 8q | HELD |
| AlphaCore Capital LLC | $1.9M | 138,860 | 0.04% | 11q | HELD |
| Mraz, Amerine & Associates, Inc. | $1.8M | 130,976 | 0.26% | 27q | -2.0%-$37.4K |
| Argent Trust Co | $1.7M | 123,596 | 0.05% | new | NEW |
| Bahl & Gaynor LLC | $1.7M | 122,500 | 0.01% | 14q | -6.8%-$125.7K |
| ROYAL BANK OF CANADA | $1.7M | 122,484 | 0.00% | 31q | +0.8%+$13.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 34,175 | 0.00% | 31q | HELD |
| MCDANIEL TERRY & CO | $1.7M | 119,987 | 0.13% | 31q | HELD |
| Rare Wolf Capital LLC | $1.6M | 116,893 | 1.05% | 3q | -4.9%-$83.6K |
| Americana Partners, LLC | $1.6M | 113,047 | 0.04% | 4q | -3.8%-$62.9K |
| Beacon Pointe Advisors, LLC | $1.5M | 108,613 | 0.01% | 12q | +6.3%+$89.5K |
| Ashton Thomas Private Wealth, LLC | $1.5M | 105,214 | 0.03% | 2q | +9.9%+$132.2K |
| LMG Wealth Partners, LLC | $1.4M | 101,824 | 0.23% | 7q | HELD |
| RAHLFS CAPITAL, LLC | $1.4M | 100,062 | 1.03% | 7q | HELD |
| BOKF, NA | $1.4M | 98,000 | 0.02% | 2q | HELD |
| HOWARD FINANCIAL SERVICES, LTD. | $1.3M | 92,418 | 0.13% | 31q | HELD |
| Savant Capital, LLC | $1.2M | 87,271 | 0.00% | 14q | HELD |
| Gem Investment Advisors, LLC | $1.2M | 84,632 | 0.72% | 3q | HELD |
| Tweedy, Browne Co LLC | $1.2M | 83,530 | 0.09% | 5q | +8.0%+$86.1K |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $1.2M | 82,533 | 0.07% | 6q | HELD |
| Cullen/Frost Bankers, Inc. | $1.1M | 76,528 | 0.01% | 31q | -38.1%-$659.2K |
| Independent Advisor Alliance | $1.1M | 75,170 | 0.02% | 14q | HELD |
| AVENIR CORP | $1.0M | 73,900 | 0.13% | 11q | HELD |
| O'Brien Greene & Co. Inc | $977.9K | 70,000 | 0.27% | 23q | -30.0%-$419.1K |
| Gruss & Co., LLC | $957.2K | 68,516 | 2.35% | 31q | -3.5%-$34.9K |
| Bramshill Investments, LLC | $956.3K | 68,451 | 0.07% | 11q | +5.2%+$46.9K |
| JANE STREET GROUP, LLC | $930.4K | options only | 0.00% | 9q | OPTIONS |
| SIMPLEX TRADING, LLC | $919.2K | options only | 0.00% | 31q | OPTIONS |
| Moors & Cabot, Inc. | $855.0K | 61,200 | 0.03% | 21q | +0.8%+$7.0K |
| DOLIVER ADVISORS, LP | $835.8K | 59,827 | 0.19% | 20q | +30.4%+$194.9K |
| IMC-Chicago, LLC | $810.3K | 11,902 | 0.00% | 2q | HELD |
| CALDWELL SUTTER CAPITAL, INC. | $775.2K | 55,490 | 0.29% | 15q | -0.5%-$4.2K |
| Icon Wealth Advisors, LLC | $748.3K | 53,564 | 0.05% | 13q | -21.2%-$201.5K |
| RWA WEALTH PARTNERS, LLC | $743.2K | 53,203 | 0.01% | 31q | +18.4%+$115.3K |
| FRANKLIN RESOURCES INC | $739.3K | 52,922 | 0.00% | 31q | -16.3%-$143.8K |
| Sumitomo Mitsui Trust Group, Inc. | $698.5K | 50,000 | 0.00% | 31q | HELD |
| Caption Management, LLC | $698.5K | options only | 0.00% | new | OPTIONS |
| Clear Harbor Asset Management, LLC | $688.8K | 49,307 | 0.04% | 24q | HELD |
| Aristides Capital LLC | $639.0K | 45,740 | 0.12% | 21q | +8.1%+$47.6K |
| Advisory Services Network, LLC | $638.1K | 45,677 | 0.01% | 6q | +10.5%+$60.8K |
| JONES FINANCIAL COMPANIES LLLP | $615.5K | 43,654 | 0.00% | 9q | +33.8%+$155.6K |
| Ascentis Wealth Management, LLC | $596.8K | 213,275 | 0.03% | 6q | +1397.8%+$556.9K |
| Family Manage LLC | $555.5K | 39,767 | 0.06% | 23q | HELD |
| Cetera Investment Advisers | $553.2K | 39,602 | 0.00% | 10q | +37.6%+$151.3K |
| Quantinno Capital Management LP | $547.5K | 39,188 | 0.00% | 4q | -7.8%-$46.5K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $546.4K | 39,114 | 0.00% | 7q | -7.0%-$41.2K |
| Fort Sheridan Advisors LLC | $501.1K | 35,867 | 0.05% | 11q | HELD |
| Rockefeller Capital Management L.P. | $486.0K | 34,786 | 0.00% | 4q | +703.4%+$425.5K |
| US BANCORP \DE\ | $485.8K | 34,775 | 0.00% | 31q | HELD |
| GROUP ONE TRADING LLC | $481.2K | 7,047 | 0.00% | 30q | HELD |
| Redhawk Wealth Advisors, Inc. | $478.9K | 34,279 | 0.05% | 5q | +103.0%+$242.9K |
| Mariner, LLC | $471.3K | 33,734 | 0.00% | 16q | -16.0%-$89.9K |
| Arax Advisory Partners | $462.8K | 33,126 | 0.00% | 6q | +1247.7%+$428.4K |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | $461.0K | 32,999 | 0.09% | 29q | -13.2%-$69.8K |
| JFS WEALTH ADVISORS, LLC | $457.5K | 32,747 | 0.02% | 8q | HELD |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $457.5K | 32,746 | 0.01% | 23q | HELD |
| Pekin Hardy Strauss, Inc. | $453.4K | 32,456 | 0.04% | 20q | +15.7%+$61.6K |
| Avidian Wealth Enterprises, LLC | $447.0K | 32,000 | 0.01% | 10q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-20 | 13G | Morgan Stanley | 5.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 197 | $632.9M | 44,651,283 | 18 | 52 | 45 | 1.8% |
| Q1 2026 | 192 | $688.5M | 44,435,220 | 17 | 41 | 40 | 2.5% |
| Q4 2025 | 191 | $529.5M | 39,032,451 | 16 | 53 | 47 | 2.0% |
| Q3 2025 | 189 | $453.9M | 34,148,009 | 23 | 44 | 49 | 1.2% |
| Q2 2025 | 176 | $448.2M | 33,973,669 | 19 | 50 | 36 | 0.9% |
| Q1 2025 | 167 | $500.8M | 32,574,258 | 16 | 48 | 32 | 0.8% |
| Q4 2024 | 169 | $483.0M | 32,567,691 | 15 | 52 | 29 | 1.6% |
| Q3 2024 | 163 | $465.3M | 30,144,356 | 16 | 44 | 38 | 2.1% |
| Q2 2024 | 171 | $494.8M | 30,678,329 | 16 | 53 | 36 | 2.9% |
| Q1 2024 | 170 | $626.1M | 38,139,488 | 18 | 38 | 46 | 2.7% |
| Q4 2023 | 178 | $556.9M | 33,722,543 | 23 | 42 | 42 | 3.4% |
| Q3 2023 | 162 | $517.7M | 28,574,987 | 19 | 44 | 33 | 4.9% |
| Q2 2023 | 152 | $495.3M | 29,272,351 | 21 | 39 | 34 | 5.7% |
| Q1 2023 | 148 | $505.6M | 30,330,257 | 21 | 46 | 36 | 5.9% |
| Q4 2022 | 141 | $585.9M | 33,095,236 | 28 | 41 | 27 | 4.9% |
| Q3 2022 | 151 | $581.3M | 34,801,076 | 24 | 39 | 40 | 6.3% |
| Q2 2022 | 145 | $498.7M | 34,397,236 | 26 | 47 | 28 | 7.2% |
| Q1 2022 | 131 | $465.1M | 32,972,125 | 12 | 36 | 27 | 4.5% |
| Q4 2021 | 139 | $362.4M | 33,826,737 | 16 | 34 | 28 | 3.4% |
| Q3 2021 | 126 | $411.8M | 32,922,980 | 21 | 31 | 23 | 3.6% |
| Q2 2021 | 111 | $407.7M | 36,693,156 | 12 | 21 | 30 | 3.3% |
| Q1 2021 | 105 | $323.1M | 36,352,769 | 11 | 30 | 24 | 1.7% |
| Q4 2020 | 105 | $250.7M | 37,133,851 | 21 | 26 | 25 | 2.2% |
| Q3 2020 | 97 | $268.9M | 43,462,656 | 12 | 27 | 20 | 0.7% |
| Q2 2020 | 91 | $308.4M | 47,276,561 | 10 | 20 | 26 | 0.4% |
| Q1 2020 | 95 | $244.2M | 51,942,225 | 9 | 29 | 27 | 0.2% |
| Q4 2019 | 105 | $669.1M | 52,234,851 | 12 | 32 | 24 | 0.7% |
| Q3 2019 | 101 | $706.1M | 49,091,585 | 10 | 42 | 18 | 1.0% |
| Q2 2019 | 94 | $752.0M | 47,912,131 | 12 | 43 | 12 | 1.3% |
| Q1 2019 | 84 | $565.4M | 31,943,375 | 6 | 19 | 16 | 0.4% |
| Q4 2018 | 91 | $493.2M | 31,757,054 | 1 | 0 | 2 | 0.3% |