Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record

BSM

Black Stone Minerals, L.P. · Energy · Oil & Gas Exploration & Production

14.89 -1.1% mkt cap $3.16B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
50Tracked holders
+5Δ holders
22.88MShares held
$319.61MReported value
+8New positions
−3Exits
Strongly Rising Conviction score 62/100 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +11.1% · share flow +5.1% · net new positions +10.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 50 +5 22.88M $319.61M +8 −3
Q1 2026 46 0 21.76M $328.98M +1 −1
Q4 2025 46 +2 17.82M $236.88M +2
Q3 2025 4 -1 4.79M $62.97M −1
Q2 2025 3 +1 136.42K $1.78M +1
Q1 2025 1 0 137.15K $2.09M
Q4 2024 1 0 3.89K $56,794
Q3 2024 1 0 100.63K $1.52M
Q2 2024 1 13.58K $212,846
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 8.90M +7.6% $124.32M 0.0% ▲ Add 4 SEC ↗
2 Morgan Stanley 8.90M +7.6% $124.32M 0.0% ▲ Add 4 SEC ↗
3 Morgan Stanley 8.90M +7.6% $124.32M 0.0% ▲ Add 4 SEC ↗
4 Morgan Stanley 8.90M +7.6% $124.32M 0.0% ▲ Add 4 SEC ↗
5 Morgan Stanley 8.90M +7.6% $124.32M 0.0% ▲ Add 4 SEC ↗
6 Morgan Stanley 8.90M +7.6% $124.32M 0.0% ▲ Add 4 SEC ↗
7 Fidelity (FMR) 4.52M -0.4% $63.12M 0.0% ▼ Trim 3 SEC ↗
8 Bank Of America Corp /De/ 2.08M -1.3% $29.06M 0.0% ▼ Trim 3 SEC ↗
9 Bank Of America Corp /De/ 2.08M -1.3% $29.06M 0.0% ▼ Trim 3 SEC ↗
10 Bank Of America Corp /De/ 2.08M -1.3% $29.06M 0.0% ▼ Trim 3 SEC ↗
11 Ameriprise Financial Inc 1.18M 0.0% $16.50M 0.0% Held 2 SEC ↗
12 Brown Advisory Inc 870.67K -0.8% $12.16M 0.0% ▼ Trim 3 SEC ↗
13 Brown Advisory Inc 870.67K -0.8% $12.16M 0.0% ▼ Trim 3 SEC ↗
14 Fayez Sarofim & Co 633.36K 0.0% $8.85M 0.0% Held 3 SEC ↗
15 HighTower Advisors, LLC 630.39K +2.2% $8.81M 0.0% ▲ Add 3 SEC ↗
16 Wells Fargo & Company/Mn 491.89K +18.9% $6.87M 0.0% ▲ Add 3 SEC ↗
17 Wells Fargo & Company/Mn 491.89K +18.9% $6.87M 0.0% ▲ Add 3 SEC ↗
18 BlackRock (passive) 451.04K New $6.30M 0.0% New 1 SEC ↗
19 Citigroup Inc 349.82K -36.0% $4.89M 0.0% ▼ Trim 3 SEC ↗
20 First Trust Advisors Lp 301.90K +21.1% $4.22M 0.0% ▲ Add 3 SEC ↗
21 Northern Trust Corp 298.16K 0.0% $4.17M 0.0% Held 3 SEC ↗
22 UBS Group AG 202.31K +5.0% $2.83M 0.0% ▲ Add 3 SEC ↗
23 UBS Group AG 202.31K +5.0% $2.83M 0.0% ▲ Add 3 SEC ↗
24 UBS Group AG 202.31K +5.0% $2.83M 0.0% ▲ Add 3 SEC ↗
25 Hrt Financial Lp 196.51K +7.5% $2.75M 0.0% ▲ Add 3 SEC ↗
26 Goldman Sachs Group 189.44K +77.4% $2.65M 0.0% ▲ Add 3 SEC ↗
27 LPL Financial LLC 166.85K -2.8% $2.33M 0.0% ▼ Trim 3 SEC ↗
28 Raymond James Financial Inc 162.78K -4.8% $2.27M 0.0% ▼ Trim 3 SEC ↗
29 Raymond James Financial Inc 162.78K -4.8% $2.27M 0.0% ▼ Trim 3 SEC ↗
30 Stifel Financial Corp 157.80K -2.5% $2.20M 0.0% ▼ Trim 3 SEC ↗
31 Royal Bank Of Canada 122.48K +0.8% $1.71M 0.0% ▲ Add 3 SEC ↗
32 Royal Bank Of Canada 122.48K +0.8% $1.71M 0.0% ▲ Add 3 SEC ↗
33 Royal Bank Of Canada 122.48K +0.8% $1.71M 0.0% ▲ Add 3 SEC ↗
34 Mercer Global Advisors Inc /Adv 95.37K +1.7% $1.33M 0.0% ▲ Add 3 SEC ↗
35 Corient Private Wealth LP 93.85K +40.1% $1.31M 0.0% ▲ Add 3 SEC ↗
36 Citadel Advisors 89.22K New $1.25M 0.0% New 1 SEC ↗
37 Tweedy, Browne 83.53K +8.0% $1.17M 0.1% ▲ Add 5 SEC ↗
38 Franklin Resources Inc 52.92K -16.3% $739,320 0.0% ▼ Trim 3 SEC ↗
39 Sumitomo Mitsui Trust Group, Inc. 50.00K 0.0% $698,500 0.0% Held 3 SEC ↗
40 Jones Financial Companies Lllp 43.65K +33.8% $615,516 0.0% ▲ Add 3 SEC ↗
41 Cetera Investment Advisers 39.60K +37.6% $553,238 0.0% ▲ Add 3 SEC ↗
42 Quantinno Capital Management LP 39.19K -7.8% $547,456 0.0% ▼ Trim 3 SEC ↗
43 MIRAE ASSET GLOBAL ETFS HOLDINGS… 39.11K -7.0% $546,423 0.0% ▼ Trim 3 SEC ↗
44 Rockefeller Capital Management L.P. 34.79K +703.4% $485,960 0.0% ▲ Add 3 SEC ↗
45 Us Bancorp \De\ 34.77K 0.0% $485,807 0.0% Held 3 SEC ↗
46 Us Bancorp \De\ 34.77K 0.0% $485,807 0.0% Held 3 SEC ↗
47 Susquehanna International Group, Llp 34.17K New $477,425 0.0% New 1 SEC ↗
48 Mariner, LLC 33.73K -16.0% $471,268 0.0% ▼ Trim 3 SEC ↗
49 First Eagle Investment Management… 29.29K -2.4% $409,111 0.0% ▼ Trim 3 SEC ↗
50 Truist Financial Corp 26.68K 0.0% $372,664 0.0% Held 3 SEC ↗
51 Truist Financial Corp 26.68K 0.0% $372,664 0.0% Held 3 SEC ↗
52 Tidal Investments LLC 24.61K +72.8% $343,732 0.0% ▲ Add 3 SEC ↗
53 Pnc Financial Services Group, Inc. 19.77K +0.2% $276,187 0.0% ▲ Add 3 SEC ↗
54 Commonwealth Equity Services, Llc 17.76K +11.6% $248,130 0.0% ▲ Add 3 SEC ↗
55 Osaic Holdings, Inc. 16.14K -25.9% $225,439 0.0% ▼ Trim 3 SEC ↗
56 Osaic Holdings, Inc. 16.14K -25.9% $225,439 0.0% ▼ Trim 3 SEC ↗
57 Wealth Enhancement Advisory… 12.52K New $172,842 0.0% New 1 SEC ↗
58 Creative Planning 12.21K -3.2% $170,644 0.0% ▼ Trim 3 SEC ↗
59 IMC-Chicago, LLC 11.90K New $166,271 0.0% New 1 SEC ↗
60 Lido Advisors, LLC 11.55K +9.0% $161,400 0.0% ▲ Add 3 SEC ↗
61 Mml Investors Services, Llc 11.53K New $161,074 0.0% New 1 SEC ↗
62 Group One Trading Llc 7.05K New $98,447 0.0% New 1 SEC ↗
63 Peak6 Llc 5.83K New $81,445 0.0% New 1 SEC ↗
64 Barclays Plc 1.49K -89.7% $20,801 0.0% ▼ Trim 3 SEC ↗
65 JPMorgan Chase 756 0.0% $10,561 0.0% Held 4 SEC ↗
66 Assetmark, Inc 515 -4.1% $7,195 0.0% ▼ Trim 3 SEC ↗
67 Russell Investments Group, Ltd. 15 -78.9% $210 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

BlackRock $6.30M 0.0%
Citadel Advisors $1.25M 0.0%
Susquehanna International… $477,425 0.0%
Wealth Enhancement Advisory… $172,842 0.0%
IMC-Chicago, LLC $166,271 0.0%
Mml Investors Services, Llc $161,074 0.0%
Group One Trading Llc $98,447 0.0%
Peak6 Llc $81,445 0.0%

Exited

Invesco Ltd. $1.12M was 0.0%
Simplex Trading, Llc $895,663 was 0.0%
Jane Street Group, Llc $585,356 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 191 holders, 43.53M shares, $647.38M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 06 Whitehead James

Director · 498.34K sh · $6.58M

Aug 06 Whitehead James

Director · 1.63M sh · $21.52M

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 20 SC 13G — MORGAN STANLEY

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API