HESM · Hess Midstream LP

$40.00 +0.15 (+0.38%)

Market Cap

$5.13B

128.35M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 286

Total Value: $4,337,329,333

Total Shares: 115,354,540

Showing 1–100 of 293 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Superinvestors Holding HESM

All superinvestors →

Ray Dalio $5,638,984

Holder Concentration

Across 286 13F filers · Δ vs Mar 31, 2026

Top Holder

25.4%

−1.1 pts

Top 5

50.3%

−1.8 pts

Top 10

63.8%

−0.7 pts

HHI

870

Broadly held−57

Quarterly Activity

vs Mar 31, 2026

New

Increased

113

Decreased

Sold Out

Unchanged

Holder count: -5

Institutional value: -4.5%

Shares held: -1.2%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega TWO SIGMA INVESTMENTS, LP	+1,469,793	1,674,699
Mega Bank of New York Mellon Corp	+968,990	4,720,992
Mid Zimmer Partners, LP	+697,843	997,643
Mega NEUBERGER BERMAN GROUP LLC	+695,678	2,671,592
Mega MILLENNIUM MANAGEMENT LLC	+628,792	776,769

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large Blackstone Inc.	−1,983,395	5,786,130
Large ALPS ADVISORS INC	−1,626,119	29,254,074
Mid KAYNE ANDERSON CAPITAL ADVISORS LP	−1,099,530	411,563
Mega Clearbridge Investments, LLC	−751,142	956,243
Large BROOKFIELD Corp /ON/	−640,314	80,544

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large ExodusPoint Capital Management, LP	137,788	$5,180,828
Mid HITE Hedge Asset Management LLC	111,963	$4,209,808
Mega HSBC HOLDINGS PLC	109,596	$4,120,808
Large Trexquant Investment LP	103,789	$3,902,466
Large Treasurer of the State of North Carolina	92,411	$3,474,653

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid Nearwater Capital Markets, Ltd	900,000	$34,983,000
Mid Burkehill Global Management, LP	300,000	$11,661,000
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	173,802	$6,755,683
Small SIR Capital Management, L.P.	127,300	$4,948,151
Small Turas Capital Management LP	88,400	$3,436,108

Filter: New 39 Increased 113 Reduced 81 Sold out 44 Unchanged 53

Showing 100 of 293

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

ALPS ADVISORS INC

$1,099,953,182

25.36%

29,254,074

GOLDMAN SACHS GROUP INC

$315,446,590

7.27%

8,389,537

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	1,295,717	$48,718,959	15.4%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	7,024,269	$264,112,514	83.7%	Defined
Goldman Sachs Trust Company, N.A.	10,560	$397,056	0.1%	Defined
GOLDMAN SACHS ASSET MANAGEMENT CO., LTD.	58,991	$2,218,061	0.7%	Defined

Invesco Ltd.

$283,352,771

6.53%

7,535,978

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	7,493,082	$281,739,882	99.4%	Defined
Invesco Management S.A.	4,382	$164,763	0.1%	Defined
Invesco Investment Advisers LLC	38,514	$1,448,126	0.5%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$265,298,080

6.12%

7,055,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	7,055,800	$265,298,080	100.0%	Defined

Blackstone Inc.

$217,558,488

5.02%

5,786,130

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Harvest Fund Advisors LLC	5,786,130	$217,558,488	100.0%	Other

Bank of New York Mellon Corp

$177,509,298

4.09%

4,720,992

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation joint	23,349	$877,922	0.5%	Defined
BNY Mellon, NA joint	23,057	$866,943	0.5%	Defined
BNY Mellon Advisors, Inc.	14,510	$545,576	0.3%	Defined
Newton Investment Management North America, LLC joint	4,660,074	$175,218,782	98.7%	Defined
Held directly	2	$75	0.0%	Defined

TORTOISE CAPITAL ADVISORS, L.L.C.

$159,281,646

3.67%

4,236,214

NEUBERGER BERMAN GROUP LLC

$100,451,859

2.32%

2,671,592

TD Asset Management Inc

$74,606,032

1.72%

1,984,203

UBS Group AG

$74,237,364

1.71%

1,974,398

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	1,248,439	$46,941,306	63.2%	Defined
UBS AG	725,927	$27,294,855	36.8%	Defined
UBS Europe SE	32	$1,203	0.0%	Defined

Epoch Investment Partners, Inc.

$73,149,145

1.69%

1,945,456

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	24,749	$930,562	1.3%	Other
TORONTO DOMINION BANK	1,920,707	$72,218,583	98.7%	Defined

JPMORGAN CHASE & CO

$71,687,707

1.65%

1,906,588

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Investment Management Inc.	37,120	$1,395,712	1.9%	Defined
J.P. Morgan Securities LLC	1,284,986	$48,315,473	67.4%	Defined
J.P. Morgan Securities plc	300,608	$11,302,860	15.8%	Defined
J.P. Morgan SE	25,800	$970,080	1.4%	Defined
J.P. MORGAN MANSART MANAGEMENT Ltd	258,074	$9,703,582	13.5%	Defined

TWO SIGMA INVESTMENTS, LP

$62,968,682

1.45%

1,674,699

ADAGE CAPITAL PARTNERS GP, L.L.C.

$60,536,000

1.40%

1,610,000

MILLER HOWARD INVESTMENTS INC /NY

$58,585,725

1.35%

1,558,131

CI INVESTMENTS INC.

$48,341,229

1.11%

1,285,671

FMR LLC

$45,373,236

1.05%

1,206,735

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	1,206,735	$45,373,236	100.0%	Defined

WESTWOOD HOLDINGS GROUP INC

$43,995,459

1.01%

1,170,092

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WESTWOOD MANAGEMENT CORP /TX joint	1,170,092	$43,995,459	100.0%	Defined

MORGAN STANLEY

$43,900,630

1.01%

1,167,570

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	1,327	$49,895	0.1%	Defined
MORGAN STANLEY & CO. LLC	303,333	$11,405,320	26.0%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	278,305	$10,464,268	23.8%	Defined
MORGAN STANLEY SMITH BARNEY LLC	584,089	$21,961,746	50.0%	Defined
Morgan Stanley Strategic Investments, Inc	516	$19,401	0.0%	Defined

Fractal Investments LLC

$43,631,792

1.01%

1,160,420

LAZARD ASSET MANAGEMENT LLC

$41,768,072

0.96%

1,110,853

Zimmer Partners, LP

$37,511,376

0.86%

997,643

AMERICAN CENTURY COMPANIES INC

$36,165,522

0.83%

961,849

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	961,849	$36,165,522	100.0%	Defined

Clearbridge Investments, LLC

$35,954,736

0.83%

956,243

BlackRock, Inc.

$33,354,315

0.77%

887,083

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	48,181	$1,811,605	5.4%	Sole
BlackRock Investment Management (Australia) Ltd	216	$8,121	0.0%	Sole
BlackRock Asset Management Canada Ltd	27,986	$1,052,273	3.2%	Sole
BlackRock Fund Advisors	241,076	$9,064,457	27.2%	Sole
BlackRock Institutional Trust Company, N.A.	90,328	$3,396,332	10.2%	Sole
BlackRock Japan Co. Ltd	86	$3,233	0.0%	Sole
BlackRock Fund Managers Ltd.	23,434	$881,118	2.6%	Sole
BlackRock Investment Management (UK) Ltd.	43,729	$1,644,210	4.9%	Sole
BlackRock (Netherlands) B.V.	47,938	$1,802,468	5.4%	Sole
BlackRock Asset Management Ireland Ltd	345,105	$12,975,948	38.9%	Sole
BlackRock Asset Management Schweiz AG	18,997	$714,287	2.1%	Sole
Aperio Group, LLC	7	$263	0.0%	Sole

Qube Research & Technologies Ltd

$32,753,021

0.76%

871,091

EAGLE GLOBAL ADVISORS LLC

$32,282,457

0.74%

858,576

FIRST TRUST ADVISORS LP

$31,955,036

0.74%

849,868

BARCLAYS PLC

$29,886,359

0.69%

794,850

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	791,659	$29,766,378	99.6%	Defined
BARCLAYS CAPITAL INC.	3,191	$119,981	0.4%	Defined

MILLENNIUM MANAGEMENT LLC

$29,206,514

0.67%

776,769

VANGUARD PORTFOLIO MANAGEMENT LLC

$26,116,170

0.60%

694,579

TUDOR INVESTMENT CORP ET AL

$24,626,458

0.57%

654,959

INFRASTRUCTURE CAPITAL ADVISORS, LLC

$22,731,493

0.52%

604,561

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtus Investment Advisers, LLC	604,561	$22,731,493	100.0%	Other

LONGFELLOW INVESTMENT MANAGEMENT CO LLC

$21,437,940

0.49%

570,158

CIBC Bancorp USA Inc.

$20,720,983

0.48%

551,090

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CIBC Private Wealth Advisors, Inc.	322,413	$12,122,728	58.5%	Defined
CIBC National Trust Co	228,677	$8,598,255	41.5%	Defined

RAYMOND JAMES FINANCIAL INC

$20,204,397

0.47%

537,351

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	306,535	$11,525,716	57.0%	Defined
Raymond James Financial Services Advisors, Inc.	230,816	$8,678,681	43.0%	Defined

RENAISSANCE TECHNOLOGIES LLC

$18,713,520

0.43%

497,700

BANK OF AMERICA CORP /DE/

$16,770,990

0.39%

446,037

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	152,453	$5,732,232	34.2%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	222,855	$8,379,348	50.0%	Defined
BOFA SECURITIES, INC.	70,729	$2,659,410	15.9%	Defined

KAYNE ANDERSON CAPITAL ADVISORS LP

$15,474,768

0.36%

411,563

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
KA Fund Advisors LLC	303,129	$11,397,650	73.7%	Sole
Held directly	108,434	$4,077,118	26.3%	Sole

ALGERT GLOBAL LLC

$14,175,576

0.33%

377,010

STATE STREET CORP

$13,745,695

0.32%

365,577

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	365,577	$13,745,695	100.0%	Defined

JENNISON ASSOCIATES LLC

$13,565,403

0.31%

360,782

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Prudential Financial Inc	360,782	$13,565,403	100.0%	Defined

SG Americas Securities, LLC

$13,429,441

0.31%

357,166

HRT FINANCIAL LP

$13,302,391

0.31%

353,787

JANE STREET GROUP, LLC

$13,205,120

0.30%

351,200

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	351,200	$13,205,120	100.0%	Defined

NEOS Investment Management LLC

$12,241,281

0.28%

325,566

Susquehanna Portfolio Strategies, LLC

$10,371,132

0.24%

275,828

Allianz Asset Management GmbH

$10,010,548

0.23%

266,238

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Pacific Investment Management Company LLC	266,238	$10,010,548	100.0%	Defined

JANE STREET GROUP, LLC

$9,805,967

0.23%

260,797

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	73,392	$2,759,539	28.1%	Defined
Jane Street Global Trading, LLC	187,405	$7,046,428	71.9%	Defined

Swiss National Bank

$9,275,920

0.21%

246,700

LPL Financial LLC

$9,039,491

0.21%

240,412

NORDEA INVESTMENT MANAGEMENT AB

$8,868,110

0.20%

235,854

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nordea Funds Ltd	66,610	$2,504,536	28.2%	Defined
Nordea Investment Funds S.A.	169,244	$6,363,574	71.8%	Defined

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$8,304,897

0.19%

220,875

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	856	$32,185	0.4%	Defined
UBS Asset Management Switzerland AG	181,995	$6,843,012	82.4%	Defined
UBS Asset Management (UK) Ltd.	15,504	$582,950	7.0%	Other
Held directly	22,520	$846,750	10.2%	Defined

STATE OF WISCONSIN INVESTMENT BOARD

$7,976,464

0.18%

212,140

ROYAL BANK OF CANADA

$7,279,359

0.17%

193,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	190,764	$7,172,726	98.5%	Defined
RBC Trust Co (Delaware) Ltd	2,482	$93,323	1.3%	Defined
RBC Rochdale, LLC	354	$13,310	0.2%	Defined

EXCHANGE TRADED CONCEPTS, LLC

$7,057,294

0.16%

187,694

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORTOISE CAPITAL ADVISORS, L.L.C.	187,694	$7,057,294	100.0%	Other

STIFEL FINANCIAL CORP

$6,997,999

0.16%

186,117

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	185,917	$6,990,479	99.9%	Defined
1919 Investment Counsel, LLC	200	$7,520	0.1%	Defined

Americana Partners, LLC

$6,693,852

0.15%

178,028

CITADEL ADVISORS LLC

$6,689,941

0.15%

177,924

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	153,041	$5,754,341	86.0%	Defined
Held directly	24,883	$935,600	14.0%	Defined

Advisors Asset Management, Inc.

$5,993,064

0.14%

159,390

WELLS FARGO & COMPANY/MN

$5,886,805

0.14%

156,564

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	27,986	$1,052,273	17.9%	Defined
WELLS FARGO CLEARING SERVICES, LLC	128,578	$4,834,532	82.1%	Defined

Catalyst Capital Advisors LLC

$5,878,797

0.14%

156,351

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$5,812,960

0.13%

154,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	154,600	$5,812,960	100.0%	Other

Bridgewater Associates, LP

$5,638,984

0.13%

149,973

ENVESTNET ASSET MANAGEMENT INC

$5,556,452

0.13%

147,778

Financial Sense Advisors, Inc.

$5,465,310

0.13%

145,354

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$5,311,000

0.12%

141,250

ExodusPoint Capital Management, LP

$5,180,828

0.12%

137,788

EVERGREEN CAPITAL MANAGEMENT LLC

$5,073,255

0.12%

134,927

GoodHaven Capital Management, LLC

$5,028,436

0.12%

133,735

Nuveen, LLC

$4,763,919

0.11%

126,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	10,262	$385,851	8.1%	Defined
TEACHERS ADVISORS, LLC joint	116,438	$4,378,068	91.9%	Defined

Maryland State Retirement & Pension System

$4,544,636

0.10%

120,868

SCHRODER INVESTMENT MANAGEMENT GROUP

$4,418,488

0.10%

117,513

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Schroder Investment Management Limited	103,902	$3,906,715	88.4%	Sole
Schroder Investment Management North America Limited	13,611	$511,773	11.6%	Sole

Castellan Group

$4,249,589

0.10%

113,021

HITE Hedge Asset Management LLC

$4,209,808

0.10%

111,963

HSBC HOLDINGS PLC

$4,120,808

0.10%

109,596

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC Global Asset Management (UK) Ltd	3,533	$132,840	3.2%	Defined
HSBC BANK PLC	106,063	$3,987,968	96.8%	Defined

Legal & General Group Plc

$4,064,748

0.09%

108,105

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management Ltd joint	108,105	$4,064,748	100.0%	Defined

Squarepoint Ops LLC

$4,018,349

0.09%

106,871

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	106,871	$4,018,349	100.0%	Defined

Trexquant Investment LP

$3,902,466

0.09%

103,789

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$3,869,040

0.09%

102,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	102,900	$3,869,040	100.0%	Other

Balyasny Asset Management L.P.

$3,807,300

0.09%

101,258

NORTHERN TRUST CORP

$3,709,915

0.09%

98,668

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	76,487	$2,875,910	77.5%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	22,181	$834,005	22.5%	Defined

Cambridge Investment Research Advisors, Inc.

$3,708,788

0.09%

98,638

Westover Capital Advisors, LLC

$3,643,928

0.08%

96,913

Holocene Advisors, LP

$3,483,264

0.08%

92,640

Heronetta Management, L.P.

$3,478,188

0.08%

92,505

Treasurer of the State of North Carolina

$3,474,653

0.08%

92,411

Pinnacle Holdings, LLC

$3,363,696

0.08%

89,460

SPIRIT OF AMERICA MANAGEMENT CORP/NY

$3,321,471

0.08%

88,337

VANGUARD ASSET MANAGEMENT, Ltd

$3,264,544

0.08%

86,823

CITIGROUP INC

$3,176,597

0.07%

84,484

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	1,224	$46,022	1.4%	Defined
Citigroup Financial Products Inc. joint	83,260	$3,130,575	98.6%	Defined

Sanctuary Advisors, LLC

$3,113,956

0.07%

82,818

Abacus FCF Advisors LLC

$3,048,269

0.07%

81,071

Inspire Investing, LLC

$3,039,170

0.07%

80,829

BROOKFIELD Corp /ON/

$3,028,454

0.07%

80,544

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brookfield Public Securities Group LLC	80,544	$3,028,454	100.0%	Defined

Beacon Pointe Advisors, LLC

$2,982,958

0.07%

79,334

Y-Intercept (Hong Kong) Ltd

$2,905,953

0.07%

77,286

LGT Fund Management Co Ltd.

$2,890,800

0.07%

76,883

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	76,883	$2,890,800	100.0%	Defined

READYSTATE ASSET MANAGEMENT LP

$2,835,228

0.07%

75,405

NAPLES GLOBAL ADVISORS, LLC

$2,673,961

0.06%

71,116

Key facts CIK 1789832 CUSIP 428103105 13F (30d) 201 filings 199 filers Visit website