Security record · archived quarter
BSM
Black Stone Minerals, L.P. · Energy · Oil & Gas Exploration & Production
46Tracked holders
0Δ holders
21.76MShares held
$328.98MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +22.1% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 15.89K | $234,388 | n/a | −1 |
| Q2 2026 | 48 | +5 | 22.22M | $310.39M | +8 | −5 |
| Q1 2026 | 46 | 0 | 21.76M | $328.98M | +1 | −1 |
| Q4 2025 | 46 | +2 | 17.82M | $236.88M | +2 | n/a |
| Q3 2025 | 4 | -1 | 4.79M | $62.97M | n/a | −1 |
| Q2 2025 | 3 | +1 | 136.42K | $1.78M | +1 | n/a |
| Q1 2025 | 1 | 0 | 137.15K | $2.09M | n/a | n/a |
| Q4 2024 | 1 | 0 | 3.89K | $56,794 | n/a | n/a |
| Q3 2024 | 1 | 0 | 100.63K | $1.52M | n/a | n/a |
| Q2 2024 | 1 | n/a | 13.58K | $212,846 | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 8.27M | +16.4% | $125.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 2 | Fidelity (FMR) ✦ | 4.54M | +141.2% | $68.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.11M | -3.1% | $31.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Ameriprise Financial Inc | 1.18M | New | $17.86M | 0.0% | New | 1 | SEC ↗ |
| 5 | Brown Advisory Inc | 878.00K | 0.0% | $13.28M | 0.0% | Held | 2 | SEC ↗ ×2 |
| 6 | Fayez Sarofim & Co | 633.36K | +17.4% | $9.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 616.56K | +1.9% | $9.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Citigroup Inc | 546.63K | -27.6% | $8.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 413.67K | +14.5% | $6.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Northern Trust Corp | 298.16K | 0.0% | $4.51M | 0.0% | Held | 2 | SEC ↗ |
| 11 | First Trust Advisors Lp | 249.26K | -12.3% | $3.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | UBS Group AG | 192.63K | -68.6% | $2.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | Hrt Financial Lp | 182.79K | -9.1% | $2.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | LPL Financial LLC | 171.64K | -2.9% | $2.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 171.08K | +3.1% | $2.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Stifel Financial Corp | 161.89K | +0.2% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 121.54K | +0.5% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Goldman Sachs Group ✦ | 106.78K | +555.4% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 93.76K | +0.2% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Tweedy, Browne ✦ | 77.36K | +55.3% | $1.17M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 21 | Invesco Ltd. | 74.01K | +1.0% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Corient Private Wealth LP | 66.97K | -83.8% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Franklin Resources Inc | 63.21K | 0.0% | $955,796 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Simplex Trading, Llc | 59.24K | +111.0% | $895,663 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Sumitomo Mitsui Trust Group, Inc. | 50.00K | 0.0% | $756,000 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Quantinno Capital Management LP | 42.52K | +3.0% | $642,842 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 42.07K | +8.4% | $636,038 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mariner, LLC | 40.17K | +52.8% | $607,313 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Jane Street Group, Llc | 38.71K | -34.5% | $585,356 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Us Bancorp \De\ | 34.77K | 0.0% | $525,798 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 31 | Jones Financial Companies Lllp | 32.62K | -62.2% | $494,141 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | First Eagle Investment Management… | 30.00K | +34.8% | $453,645 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Cetera Investment Advisers | 28.77K | -5.9% | $435,044 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Truist Financial Corp | 26.68K | 0.0% | $403,341 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 35 | Osaic Holdings, Inc. | 21.77K | -4.7% | $329,140 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 36 | Pnc Financial Services Group, Inc. | 19.73K | 0.0% | $298,318 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Commonwealth Equity Services, Llc | 15.91K | +2.7% | $240,560 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Barclays Plc | 14.51K | +328.3% | $219,421 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Tidal Investments LLC | 14.24K | -15.9% | $215,294 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Creative Planning | 12.62K | +3.3% | $190,739 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Lido Advisors, LLC | 10.60K | +5.1% | $160,224 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 4.33K | 0.0% | $65,470 | 0.0% | Held | 2 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 756 | -96.0% | $11,537 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Assetmark, Inc | 537 | -4.1% | $8,119 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Cwm, Llc | 450 | 0.0% | $6,804 | 0.0% | Held | 2 | SEC ↗ |
| 46 | Russell Investments Group, Ltd. | 71 | -71.6% | $1,074 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Ameriprise Financial Inc | $17.86M | 0.0% |
Exited
| Citadel Advisors | $2.92M | 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.
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
Aug 20
SC 13G: MORGAN STANLEY
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: Q1 2026 ·
Methodology ·
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