BSM Institutional Ownership
Black Stone Minerals, L.P.
1W: +0.3%
1M: +2.4%
3M: +2.4%
YTD: +11.8%
1Y: +16.9%
3Y: +4.5%
5Y: +87.6%
$14.80
-0.10 (-0.67%)
Weekly Expected Move ±2.0%
$14
$15
$15
$15
$16
Credit Risk of going bust: lower than 94% of companies Debt: 5.9% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.05 (down 99.7%), Black Stone Minerals, L.P. would be worth roughly what it owes.
Total debt $196.0M against a stock market value of $3.15B.
Distance to default 17.89 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $98.0M (short-term plus half of long-term), stock volatility 20.3%; Altman Z'' 6.40. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.05 (down 99.7%), Black Stone Minerals, L.P. would be worth roughly what it owes.
Total debt $196.0M against a stock market value of $3.15B.
Distance to default 17.89 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $98.0M (short-term plus half of long-term), stock volatility 20.3%; Altman Z'' 6.40. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — BSM
210
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
$626M
Total Invested
22
New Positions
58
Increased
57
Reduced
11
Closed
0.80
Put/Call Ratio
Ownership Trends
Top Institutional Holders (224 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 8,899,403 | $132M | +627,645 | +7.6% | 45Q | SEC ↗ |
| 2 | William Marsh Rice University | 5,663,476 | $84M | — | +0.0% | 39Q | SEC ↗ |
| 3 | FMR LLC | 4,518,071 | $67M | -19,100 | -0.4% | 3Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 2,080,058 | $31M | -27,234 | -1.3% | 15Q | SEC ↗ |
| 5 | PENN DAVIS MCFARLAND INC | 1,958,137 | $29M | -1,451 | -0.1% | 33Q | SEC ↗ |
| 6 | INVESTMENT MANAGEMENT ASSOCIATES INC / | 1,848,184 | $27M | -52,818 | -2.8% | 22Q | SEC ↗ |
| 7 | NATIXIS | 1,579,900 | $23M | — | +0.0% | 22Q | SEC ↗ |
| 8 | AMERIPRISE FINANCIAL INC | 1,181,399 | $17M | — | +0.0% | 2Q | SEC ↗ |
| 9 | Long Corridor Asset Management Ltd | 880,000 | $13M | +108,000 | +14.0% | 2Q | SEC ↗ |
| 10 | BROWN ADVISORY INC | 870,666 | $13M | -7,337 | -0.8% | 45Q | SEC ↗ |
| 11 | Mudita Advisors LLP | 760,877 | $11M | — | +0.0% | 19Q | SEC ↗ |
| 12 | ING GROEP NV | 728,600 | $11M | — | +0.0% | 5Q | SEC ↗ |
| 13 | Fayez Sarofim & Co | 633,364 | $9M | — | +0.0% | 44Q | SEC ↗ |
| 14 | HighTower Advisors, LLC | 630,392 | $9M | +13,835 | +2.2% | 31Q | SEC ↗ |
| 15 | Saber Capital Managment, LLC | 616,921 | $9M | +44,522 | +7.8% | 3Q | SEC ↗ |
| 16 | Cresset Asset Management, LLC | 602,282 | $9M | — | +0.0% | 17Q | SEC ↗ |
| 17 | EPACRIA CAPITAL PARTNERS, LLC | 580,716 | $9M | — | +0.0% | 15Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN | 491,892 | $7M | +78,223 | +18.9% | 44Q | SEC ↗ |
| 19 | BlackRock, Inc. NEW | 451,042 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Cambridge Investment Research Advisors | 408,130 | $6M | +675 | +0.2% | 41Q | SEC ↗ |
| 21 | CITIGROUP INC | 349,820 | $5M | -196,813 | -36.0% | 10Q | SEC ↗ |
| 22 | Lummis Asset Management, LP | 343,843 | $5M | — | +0.0% | 11Q | SEC ↗ |
| 23 | CHILTON CAPITAL MANAGEMENT LLC | 337,263 | $5M | -209 | -0.1% | 9Q | SEC ↗ |
| 24 | FIRST TRUST ADVISORS LP | 301,902 | $4M | +52,640 | +21.1% | 40Q | SEC ↗ |
| 25 | Forum Financial Management, LP | 300,000 | $4M | — | +0.0% | 3Q | SEC ↗ |
| 26 | NORTHERN TRUST CORP | 298,164 | $4M | — | +0.0% | 7Q | SEC ↗ |
| 27 | GraniteShares Advisors LLC | 206,254 | $3M | +27,000 | +15.1% | 15Q | SEC ↗ |
| 28 | UBS Group AG | 202,308 | $3M | +9,682 | +5.0% | 45Q | SEC ↗ |
| 29 | Freestone Capital Holdings, LLC NEW | 200,000 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 30 | HRT FINANCIAL LP | 196,512 | $3M | +13,721 | +7.5% | 4Q | SEC ↗ |
| 31 | REGIONS FINANCIAL CORP | 196,349 | $3M | -5,000 | -2.5% | 9Q | SEC ↗ |
| 32 | EVERGREEN CAPITAL MANAGEMENT LLC | 194,470 | $3M | -3,490 | -1.8% | 20Q | SEC ↗ |
| 33 | GOLDMAN SACHS GROUP INC | 189,440 | $3M | +82,658 | +77.4% | 3Q | SEC ↗ |
| 34 | Hill Investment Group Partners, LLC | 177,487 | $3M | — | +0.0% | 21Q | SEC ↗ |
| 35 | LPL Financial LLC | 166,849 | $2M | -4,791 | -2.8% | 20Q | SEC ↗ |
| 36 | RAYMOND JAMES FINANCIAL INC | 162,784 | $2M | -8,292 | -4.8% | 7Q | SEC ↗ |
| 37 | STIFEL FINANCIAL CORP | 157,802 | $2M | -4,085 | -2.5% | 41Q | SEC ↗ |
| 38 | HORIZON KINETICS ASSET MANAGEMENT LLC | 151,238 | $2M | — | +0.0% | 30Q | SEC ↗ |
| 39 | Board of Trustees of The Leland Stanfo | 147,852 | $2M | — | +0.0% | 38Q | SEC ↗ |
| 40 | FIDUCIENT ADVISORS LLC | 142,237 | $2M | — | +0.0% | 8Q | SEC ↗ |
| 41 | AlphaCore Capital LLC | 138,860 | $2M | — | +0.0% | 11Q | SEC ↗ |
| 42 | Mraz, Amerine & Associates, Inc. | 130,976 | $2M | -2,675 | -2.0% | 27Q | SEC ↗ |
| 43 | Argent Trust Co NEW | 123,596 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 44 | ROYAL BANK OF CANADA | 122,484 | $2M | +948 | +0.8% | 45Q | SEC ↗ |
| 45 | MCDANIEL TERRY & CO | 119,987 | $2M | — | +0.0% | 5Q | SEC ↗ |
| 46 | Rare Wolf Capital LLC | 116,893 | $2M | -5,983 | -4.9% | 3Q | SEC ↗ |
| 47 | Americana Partners, LLC | 113,047 | $2M | -4,500 | -3.8% | 4Q | SEC ↗ |
| 48 | Beacon Pointe Advisors, LLC | 108,613 | $2M | +6,407 | +6.3% | 12Q | SEC ↗ |
| 49 | Ashton Thomas Private Wealth, LLC | 105,214 | $2M | +9,465 | +9.9% | 2Q | SEC ↗ |
| 50 | LMG Wealth Partners, LLC | 101,824 | $2M | — | +0.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| BlackRock, Inc. | 451,042 | $7M |
| Freestone Capital Holdings, LLC | 200,000 | $3M |
| Argent Trust Co | 123,596 | $2M |
| CITADEL ADVISORS LLC | 89,225 | $1M |
| GSA CAPITAL PARTNERS LLP | 73,515 | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 34,175 | $506K |
| DRW Securities, LLC | 29,949 | $443K |
| Alpha Wealth Funds, LLC | 15,000 | $222K |
| AZZAD ASSET MANAGEMENT INC /ADV | 12,675 | $188K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 12,516 | $185K |
| IMC-Chicago, LLC | 11,902 | $176K |
| Virtu Financial LLC | 11,598 | $172K |
| MML INVESTORS SERVICES, LLC | 11,530 | $171K |
| Kestra Advisory Services, LLC | 11,520 | $170K |
| SPWM Advisors LLC | 10,029 | $148K |
| Turtle Creek Wealth Advisors, LLC | 10,000 | $148K |
| GROUP ONE TRADING LLC | 7,047 | $104K |
| PEAK6 LLC | 5,830 | $86K |
| First Bancorp, Inc /ME | 1,000 | $15K |
| Osbon Capital Management LLC | 838 | $12K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NORTHWESTERN UNIVERSITY | 1,086,025 | $16M |
| Invesco Ltd. | 74,014 | $1M |
| Jefferies Financial Group Inc. | 62,400 | $924K |
| SIMPLEX TRADING, LLC | 59,237 | $877K |
| Vident Advisory, LLC | 55,687 | $824K |
| Advocate Investing Services LLC | 43,948 | $650K |
| JANE STREET GROUP, LLC | 38,714 | $573K |
| ALPS ADVISORS INC | 36,705 | $543K |
| AXXCESS WEALTH MANAGEMENT, LLC | 18,175 | $269K |
| Autumn Glory Partners, LLC | 13,000 | $192K |
| Annandale Capital, LLC | 12,911 | $191K |
| Ballew Advisors, Inc | 12,897 | $191K |
| SteelPeak Wealth, LLC | 10,968 | $162K |
| Astoria Portfolio Advisors LLC. | 10,673 | $158K |
| LongView Wealth Management | 10,440 | $155K |
| TCTC Holdings, LLC | 6,666 | $99K |
| SUMMIT SECURITIES GROUP LLC | 5,466 | $81K |
| Arkos Global Advisors | 5,250 | $78K |
| Garton & Associates Financial Advis | 3,210 | $48K |
| Sound Income Strategies, LLC | 1,300 | $19K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +627,645 | +7.6% | 8,899,403 |
| Long Corridor Asset Management Ltd | +108,000 | +14.0% | 880,000 |
| GOLDMAN SACHS GROUP INC | +82,658 | +77.4% | 189,440 |
| WELLS FARGO & COMPANY/MN | +78,223 | +18.9% | 491,892 |
| FIRST TRUST ADVISORS LP | +52,640 | +21.1% | 301,902 |
| Saber Capital Managment, LLC | +44,522 | +7.8% | 616,921 |
| Arax Advisory Partners | +30,668 | +1247.7% | 33,126 |
| Rockefeller Capital Management L.P. | +30,456 | +703.4% | 34,786 |
| GraniteShares Advisors LLC | +27,000 | +15.1% | 206,254 |
| Redhawk Wealth Advisors, Inc. | +17,390 | +103.0% | 34,279 |
| TWO SIGMA SECURITIES, LLC | +16,522 | +157.5% | 27,013 |
| DOLIVER ADVISORS, LP | +13,950 | +30.4% | 59,827 |
| HighTower Advisors, LLC | +13,835 | +2.2% | 630,392 |
| HRT FINANCIAL LP | +13,721 | +7.5% | 196,512 |
| JONES FINANCIAL COMPANIES LLLP | +11,037 | +33.8% | 43,654 |
| HUNTINGTON NATIONAL BANK | +10,879 | +64.4% | 27,765 |
| Cetera Investment Advisers | +10,829 | +37.6% | 39,602 |
| Tidal Investments LLC | +10,366 | +72.8% | 24,605 |
| UBS Group AG | +9,682 | +5.0% | 202,308 |
| Ashton Thomas Private Wealth, LLC | +9,465 | +9.9% | 105,214 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITIGROUP INC | -196,813 | -36.0% | 349,820 |
| Jump Financial, LLC | -146,092 | -83.2% | 29,600 |
| INVESTMENT MANAGEMENT ASSOCIATES IN | -52,818 | -2.8% | 1,848,184 |
| Cullen/Frost Bankers, Inc. | -47,187 | -38.1% | 76,528 |
| Welch & Forbes LLC | -44,266 | -75.1% | 14,700 |
| O'Brien Greene & Co. Inc | -30,000 | -30.0% | 70,000 |
| BANK OF AMERICA CORP /DE | -27,234 | -1.3% | 2,080,058 |
| FMR LLC | -19,100 | -0.4% | 4,518,071 |
| Icon Wealth Advisors, LLC | -14,425 | -21.2% | 53,564 |
| BARCLAYS PLC | -13,023 | -89.7% | 1,489 |
| FRANKLIN RESOURCES INC | -10,292 | -16.3% | 52,922 |
| Corient Private Wealth LP | -9,328 | -13.9% | 57,646 |
| RAYMOND JAMES FINANCIAL INC | -8,292 | -4.8% | 162,784 |
| BROWN ADVISORY INC | -7,337 | -0.8% | 870,666 |
| WMG Financial Advisors, LLC | -6,500 | -38.8% | 10,250 |
| Mariner, LLC | -6,432 | -16.0% | 33,734 |
| Rare Wolf Capital LLC | -5,983 | -4.9% | 116,893 |
| OSAIC HOLDINGS, INC. | -5,631 | -25.9% | 16,138 |
| SPIRIT OF AMERICA MANAGEMENT CORP/N | -5,000 | -13.2% | 32,999 |
| REGIONS FINANCIAL CORP | -5,000 | -2.5% | 196,349 |