Morgan Stanley
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Morgan Stanley’s Black Stone Minerals BSM Stock Holding History

Morgan Stanley’s Portfolio BSM Stock Details BSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$124M Buy
8,899,403
+627,645
+8% +$8.73M 0.01% 1386
2026
Q1 		$125M Buy
8,271,758
+1,164,085
+16% +$17.3M 0.01% 1257
2025
Q4 		$94.5M Buy
7,107,673
+2,582,823
+57% +$34.9M 0.01% 1500
2025
Q3 		$59.5M Buy
4,524,850
+648,031
+17% +$8.16M ﹤0.01% 1872
2025
Q2 		$50.7M Sell
3,876,819
-231,048
-6% -$3.19M ﹤0.01% 1916
2025
Q1 		$62.7M Sell
4,107,867
-1,425,111
-26% -$21.4M ﹤0.01% 1608
2024
Q4 		$80.8M Buy
5,532,978
+1,136,610
+26% +$16.9M 0.01% 1421
2024
Q3 		$66.4M Buy
4,396,368
+19,036
+0.4% +$285K ﹤0.01% 1574
2024
Q2 		$68.6M Sell
4,377,332
-296,696
-6% -$4.75M 0.01% 1453
2024
Q1 		$74.7M Buy
4,674,028
+487,923
+12% +$7.73M 0.01% 1398
2023
Q4 		$66.8M Sell
4,186,105
-66,973
-2% -$1.15M 0.01% 1449
2023
Q3 		$73.3M Sell
4,253,078
-255,364
-6% -$4.35M 0.01% 1269
2023
Q2 		$71.9M Sell
4,508,442
-91,828
-2% -$1.47M 0.01% 1293
2023
Q1 		$72.2M Buy
4,600,270
+595,569
+15% +$9.33M 0.01% 1264
2022
Q4 		$67.6M Buy
4,004,701
+2,369,656
+145% +$41.9M 0.01% 1274
2022
Q3 		$25.6M Sell
1,635,045
-462,664
-22% -$7.02M ﹤0.01% 1934
2022
Q2 		$28.7M Sell
2,097,709
-273,837
-12% -$4.16M ﹤0.01% 1887
2022
Q1 		$31.9M Sell
2,371,546
-744,399
-24% -$8.87M ﹤0.01% 1647
2021
Q4 		$32.2M Sell
3,115,945
-18,335
-0.6% -$212K ﹤0.01% 1686
2021
Q3 		$37.8M Sell
3,134,280
-23,100
-0.7% -$245K 0.01% 1494
2021
Q2 		$33.9M Buy
3,157,380
+918,817
+41% +$9.26M ﹤0.01% 1624
2021
Q1 		$19.5M Sell
2,238,563
-847,830
-27% -$7.53M ﹤0.01% 1936
2020
Q4 		$20.6M Sell
3,086,393
-480,207
-13% -$3.25M ﹤0.01% 1789
2020
Q3 		$21.9M Buy
3,566,600
+290,717
+9% +$1.94M ﹤0.01% 1412
2020
Q2 		$21.3M Buy
3,275,883
+100,284
+3% +$637K ﹤0.01% 1349
2020
Q1 		$14.9M Buy
3,175,599
+671,509
+27% +$6.18M ﹤0.01% 1487
2019
Q4 		$31.9M Buy
2,504,090
+1,709,567
+215% +$21.8M 0.01% 1247
2019
Q3 		$11.3M Buy
794,523
+146,171
+23% +$2.14M ﹤0.01% 1992
2019
Q2 		$10.1M Buy
648,352
+121,276
+23% +$2.07M ﹤0.01% 2154
2019
Q1 		$9.3M Sell
527,076
-106,647
-17% -$1.83M ﹤0.01% 2104
2018
Q4 		$9.81M Sell
633,723
-1,076,103
-63% -$18.2M ﹤0.01% 2157
2018
Q3 		$31.1M Sell
1,709,826
-81,458
-5% -$1.48M 0.01% 1290
2018
Q2 		$33.1M Sell
1,791,284
-16,045
-0.9% -$289K 0.01% 1176
2018
Q1 		$29.9M Sell
1,807,329
-144,599
-7% -$2.57M 0.01% 1299
2017
Q4 		$35M Sell
1,951,928
-349,979
-15% -$6.16M 0.01% 1202
2017
Q3 		$39.9M Sell
2,301,907
-610,062
-21% -$10.2M 0.01% 1043
2017
Q2 		$45.9M Sell
2,911,969
-61,094
-2% -$992K 0.01% 953
2017
Q1 		$49.1M Buy
2,973,063
+962,824
+48% +$17.2M 0.02% 918
2016
Q4 		$37.8M Buy
2,010,239
+368,940
+22% +$6.76M 0.01% 1053
2016
Q3 		$29.2M Buy
1,641,299
+584,503
+55% +$9.56M 0.01% 1181
2016
Q2 		$16.4M Sell
1,056,796
-62,656
-6% -$968K 0.01% 1575
2016
Q1 		$15.7M Sell
1,119,452
-626,588
-36% -$8.26M 0.01% 1500
2015
Q4 		$25.2M Sell
1,746,040
-39,338
-2% -$568K 0.01% 1237
2015
Q3 		$24.6M Buy
1,785,378
+210,935
+13% +$3.19M 0.01% 1228
2015
Q2 		$27.1M Buy
+1,574,443
New +$27.8M 0.01% 1252

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LCAM
Long Corridor Asset Management Hong Kong $331M AUM 10.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return

Morgan Stanley's BSM Position: Q2 2026 in Review

Morgan Stanley increased its Black Stone Minerals (BSM) stake by 7.6% in Q2 2026, buying an estimated $8.73M and bringing the position to 8,899,403 shares worth $124M. The position accounts for 0.01% of the portfolio, ranked #1386.

Morgan Stanley first reported a position in BSM in Q2 2015 and has held it in 45 quarters since. The position peaked at $125M in Q1 2026. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Morgan Stanley held 8,899,403 shares of Black Stone Minerals worth $124M as of Q2 2026.
  • Morgan Stanley bought 627,645 Black Stone Minerals shares in Q2 2026, an estimated $8.73M.
  • Black Stone Minerals made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1386 holding.
  • Morgan Stanley first reported a position in Black Stone Minerals in Q2 2015 and has held it in 45 quarters since.
  • Morgan Stanley's Black Stone Minerals position peaked at $125M in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.