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Institutional Holders of BSM

There is a long list of 196 institutional holders of BSM within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of BSM by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-BSM table below, the initial column indicates the name of each top institutional holder of BSM, with a link to that fund's top holdings. The next columns indicate the amount of BSM stock held by each of the institutional holders of BSM, followed by the BSM position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
William Marsh Rice University5,663,476$90,502 03/31/2024
     BSM5,663,476$90,502 03/31/2024
Morgan Stanley4,186,105$66,810 12/31/2023
     BSM4,186,105$66,810 12/31/2023
Natixis1,864,500$29,757 12/31/2023
     BSM1,864,500$29,757 12/31/2023
Penn Davis Mcfarland Inc.1,356,321$21,674 03/31/2024
     BSM1,356,321$21,674 03/31/2024
Investment Management Associates Inc. ADV1,221,389$19,493 12/31/2023
     BSM1,221,389$19,493 12/31/2023
Brown Advisory Inc.962,545$15,381 03/31/2024
     BSM962,545$15,381 03/31/2024
Mudita Advisors LLP760,877$12,144 12/31/2023
     BSM760,877$12,144 12/31/2023
Epacria Capital Partners LLC548,698$8,757 12/31/2023
     BSM548,698$8,757 12/31/2023
ING Groep NV530,500$8,467 12/31/2023
     BSM530,500$8,467 12/31/2023
Kempner Capital Management Inc.498,616$7,968 03/31/2024
     BSM498,616$7,968 03/31/2024
Fayez Sarofim & Co490,740$7,842 12/31/2023
     BSM490,740$7,842 12/31/2023
CIBC Private Wealth Group LLC487,600$7,782 12/31/2023
     BSM487,600$7,782 12/31/2023
Raymond James & Associates451,443$7,214 03/31/2024
     BSM451,443$7,214 03/31/2024
Spirit of America Management Corp NY427,499$6,831 03/31/2024
     BSM427,499$6,831 03/31/2024
First Trust Advisors LP404,356$6,454 12/31/2023
     BSM404,356$6,454 12/31/2023
Cambridge Investment Research Advisors Inc.395,296$6,317 03/31/2024
     BSM395,296$6,317 03/31/2024
Mirae Asset Global Investments Co. Ltd.367,741$5,869 12/31/2023
     BSM367,741$5,869 12/31/2023
HighTower Advisors LLC362,741$5,787 12/31/2023
     BSM362,741$5,787 12/31/2023
Concorde Financial Corp360,315$5,751 12/31/2023
     BSM360,315$5,751 12/31/2023
Nomura Holdings Inc.353,100$5,635 12/31/2023
     BSM353,100$5,635 12/31/2023
Lummis Asset Management LP337,518$5,387 12/31/2023
     BSM337,518$5,387 12/31/2023
Clarus Group Inc.334,996$5,353 03/31/2024
     BSM334,996$5,353 03/31/2024
Bank of America Corp DE332,515$5,307 12/31/2023
     BSM332,515$5,307 12/31/2023
Citadel Advisors LLC $5,283 12/31/2023
     BSM385,610$6,154 12/31/2023
     Put220,000$3,511 12/31/2023
     Call165,400$2,640 12/31/2023
Jane Street Group LLC $4,058 12/31/2023
     Call132,200$2,110 12/31/2023
     BSM122,047$1,948 12/31/2023
LPL Financial LLC204,783$3,268 12/31/2023
     BSM204,783$3,268 12/31/2023
Clark Estates Inc. NY200,000$3,192 12/31/2023
     BSM200,000$3,192 12/31/2023
Susquehanna International Group LLP $3,066 12/31/2023
     Call271,000$4,325 12/31/2023
     Put174,800$2,790 12/31/2023
     BSM95,944$1,531 12/31/2023
Orchard Capital Managment LLC191,156$3,051 12/31/2023
     BSM191,156$3,051 12/31/2023
Royal Bank of Canada184,346$2,942 12/31/2023
     BSM184,346$2,942 12/31/2023
Hill Investment Group Partners LLC177,487$2,833 12/31/2023
     BSM177,487$2,833 12/31/2023
Pine Valley Investments Ltd Liability Co173,956$2,776 12/31/2023
     BSM173,956$2,776 12/31/2023
LB Partners LLC171,818$2,742 12/31/2023
     BSM171,818$2,742 12/31/2023
Horizon Kinetics Asset Management LLC167,838$2,679 12/31/2023
     BSM167,838$2,679 12/31/2023
Stifel Financial Corp158,219$2,525 12/31/2023
     BSM158,219$2,525 12/31/2023
Advisor Group Holdings Inc.153,548$2,451 12/31/2023
     BSM153,548$2,451 12/31/2023
Board of Trustees of The Leland Stanford Junior University147,852$2,360 12/31/2023
     BSM147,852$2,360 12/31/2023
Adviser Investments LLC138,762$2,215 12/31/2023
     BSM138,762$2,215 12/31/2023
Mraz Amerine & Associates Inc.133,143$2,125 12/31/2023
     BSM133,143$2,125 12/31/2023
Mcdaniel Terry & Co.132,962$2,122 12/31/2023
     BSM132,962$2,122 12/31/2023
Macquarie Group Ltd.130,560$2,084 12/31/2023
     BSM130,560$2,084 12/31/2023
UBS Group AG119,994$1,915 12/31/2023
     BSM119,994$1,915 12/31/2023
Anthracite Investment Company Inc.108,104$1,725 12/31/2023
     BSM108,104$1,725 12/31/2023
Caldwell Sutter Capital Inc.107,300$1,715 03/31/2024
     BSM107,300$1,715 03/31/2024
GraniteShares Advisors LLC106,607$1,704 03/31/2024
     BSM106,607$1,704 03/31/2024
Envestnet Asset Management Inc.104,008$1,660 12/31/2023
     BSM104,008$1,660 12/31/2023
Schechter Investment Advisors LLC100,922$1,611 12/31/2023
     BSM100,922$1,611 12/31/2023
CoreCommodity Management LLC100,310$1,601 12/31/2023
     BSM100,310$1,601 12/31/2023
O Brien Greene & Co. Inc100,000$1,596 12/31/2023
     BSM100,000$1,596 12/31/2023
Mercer Global Advisors Inc. ADV95,897$1,531 12/31/2023
     BSM95,897$1,531 12/31/2023

See All: Funds Holding BSM
See Details: Top 10 Hedge Funds Holding BSM
Also See: BSM Insider Buying
Also See: BSM Holdings Changes

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