BSM — BLACK STONE MINERALS L P
As of Q2 2026, 14 SEC-registered investment managers reported holding BSM (BLACK STONE MINERALS L P) in their latest 13F filings, with a combined reported value of $248.58M across 17.79M shares. That is +6.1% by share count (+1.03M shares) versus the previous quarter, while reported value moved -1.9%. Ownership is concentrated: the five largest holders account for 92.4% of reported value and the top ten for 99.4%.
Compared with the prior quarter, 2 opened new positions, 5 added to existing stakes, 4 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BSM is classified in the Energy sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 8.90M | $124.32M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 4.52M | $63.12M | 0.00% | Hold |
| Bank of America Corp history | Q2 2026 | 2.08M | $29.06M | 0.00% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 491.89K | $6.87M | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 451.04K | $6.30M | 0.00% | New |
| Citigroup Inc history | Q2 2026 | 349.82K | $4.89M | 0.00% | Reduce |
| Northern Trust Corp history | Q2 2026 | 298.16K | $4.17M | 0.00% | Hold |
| Marshall Wace history | Q3 2021 | 345.63K | $4.17M | 0.02% | New |
| Citadel Advisors history | Q2 2026 | 211.12K | $2.95M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 202.31K | $2.83M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 189.44K | $2.65M | 0.00% | Add |
| Invesco Ltd history | Q1 2026 | 74.01K | $1.12M | 0.00% | Add |
| Deutsche Bank AG history | Q4 2022 | 62.65K | $1.06M | 0.00% | Hold |
| Franklin Resources history | Q2 2026 | 52.92K | $739.32K | 0.00% | Reduce |
| First Eagle Investment Management history | Q2 2026 | 29.29K | $409.11K | 0.00% | Reduce |
| PNC Financial Services history | Q2 2026 | 19.77K | $276.19K | 0.00% | Hold |
| JPMorgan Chase & Co history | Q2 2026 | 756 | $10.56K | 0.00% | New |
New Positions (Q2 2026)
- BlackRock Inc 451.04K sh · $6.30M
- JPMorgan Chase & Co 756 sh · $10.56K
Fully Exited (vs previous quarter)
- Invesco Ltd sold 74.01K sh · $1.12M
Fund Position History — shares by quarter (top 17 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 3.13M | 3.12M | 2.37M | 2.10M | 1.64M | 4.00M | 4.60M | 4.51M | 4.25M | 4.19M | 4.67M | 4.38M | 4.40M | 5.53M | 4.11M | 3.88M | 4.52M | 7.11M | 8.27M | 8.90M |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | 1 | 2 | — | 2 | 1 | 3 | 51 | 2 | — | — | — | 1.88M | 4.54M | 4.52M |
| Bank of America Corp | 42.83K | 41.82K | 48.45K | 55.95K | 56.92K | 47.29K | 687.53K | 482.50K | 498.29K | 332.51K | 551.03K | 2.38M | 2.25M | 1.95M | 2.53M | 2.54M | 2.60M | 2.18M | 2.11M | 2.08M |
| Wells Fargo & Co | 237.49K | 260.45K | 295.93K | 378.83K | 130.20K | 37.74K | 34.85K | 37.77K | 38.05K | 34.96K | 31.91K | 53.61K | 75.83K | 85.73K | 89.53K | 127.30K | 200.10K | 361.30K | 413.67K | 491.89K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 600 | 700 | — | — | — | 451.04K |
| Citigroup Inc | 300.00K | 50.09K | — | — | — | — | — | 397 | 39.22K | — | 12.00K | 460.45K | 470.92K | 578.31K | 165.99K | 255.01K | 347.20K | 754.54K | 546.63K | 349.82K |
| Northern Trust Corp | — | — | — | — | — | — | — | — | — | — | — | — | — | 303.31K | 303.16K | 298.16K | 298.16K | 298.16K | 298.16K | 298.16K |
| Citadel Advisors | 266.84K | 392.23K | 248.24K | 318.69K | 302.02K | 654.78K | 543.73K | 379.10K | 416.41K | 771.01K | 455.95K | 226.98K | 246.03K | 216.79K | 243.15K | 232.96K | 339.23K | 292.86K | 102.70K | 211.12K |
| UBS Group AG | 22.18K | 12.69K | 1.59M | 2.76M | 3.61M | 3.14M | 35.14K | 16.44K | 15.99K | 119.99K | 194.97K | 222.43K | 235.38K | 656.28K | 970.50K | 1.25M | 560.69K | 613.11K | 192.63K | 202.31K |
| Goldman Sachs Group | 35.51K | 87.96K | 165.91K | 184.89K | 275.31K | 138.22K | 18.28K | 17.87K | — | 16.21K | 10.27K | 14.78K | 26.71K | 50.80K | — | 37.35K | — | 16.29K | 106.78K | 189.44K |
| Franklin Resources | 11.42K | 11.42K | 11.42K | 11.42K | 11.42K | 11.42K | 11.42K | 11.42K | 11.09K | 11.09K | 63.21K | 75.05K | 75.05K | 72.36K | 72.36K | 67.02K | 67.02K | 63.21K | 63.21K | 52.92K |
| First Eagle Investment Management | — | — | — | — | — | — | — | 7.12K | 7.44K | 6.41K | 5.36K | 5.46K | 5.53K | 5.71K | 14.56K | 14.56K | 22.26K | 22.26K | 30.00K | 29.29K |
| PNC Financial Services | — | — | — | — | — | 31.80K | 31.80K | 47.05K | 47.34K | 47.34K | 15.54K | 15.70K | — | — | 1.90K | 500 | 19.73K | 19.73K | 19.73K | 19.77K |
| JPMorgan Chase & Co | 419.22K | 441.27K | 425.43K | 476.34K | 339.82K | 1.15M | 126.73K | 6.00K | 6.00K | 6.00K | — | — | 5.00K | 19.71K | 116.35K | 17.98K | 17.98K | 18.74K | — | 756 |
| Invesco Ltd | 171.90K | 169.50K | 161.65K | 124.85K | 109.85K | 108.49K | 76.17K | 58.76K | 59.01K | 60.60K | 90.21K | 68.69K | 88.33K | 81.55K | 85.45K | 94.18K | 93.55K | 73.30K | 74.01K | — |
| Deutsche Bank AG | — | — | — | — | 62.65K | 62.65K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Marshall Wace | 345.63K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details