Hess Midstream LP
HESM- Exchange
- NYSE
- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0001789832
No open-market purchases or sales by Hess Midstream LP insiders were filed in the last 90 days; 285 institutions reported holding it in 13F filings for Q2 2026, worth $4.31B in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Hess Midstream LP as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 95
- +3 vs. Q2 2021
- Shares held
- 16.9M
- −1.07M (−6.0%) vs. Q2 2021
- Total value
- $477.4M
- +$23.8M (+5.3%) vs. Q2 2021
- New holders
- 14
- 29 more added
- Sold out
- 11
- 41 more reduced
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HESM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 285 | $4.31B |
| Q1 2026 | 290 | $4.52B |
| Q4 2025 | 268 | $4.07B |
| Q3 2025 | 267 | $4.04B |
| Q2 2025 | 273 | $4.40B |
| Q1 2025 | 274 | $4.61B |
| Q4 2024 | 270 | $3.55B |
| Q3 2024 | 254 | $3.32B |
| Q2 2024 | 241 | $3.05B |
| Q1 2024 | 221 | $2.58B |
| Q4 2023 | 213 | $1.95B |
| Q3 2023 | 197 | $1.74B |
| Q2 2023 | 170 | $1.51B |
| Q1 2023 | 153 | $1.09B |
| Q4 2022 | 160 | $1.13B |
| Q3 2022 | 152 | $983.9M |
| Q2 2022 | 152 | $1.07B |
| Q1 2022 | 167 | $1.20B |
| Q4 2021 | 118 | $657.1M |
| Q3 2021 | 95 | $477.4M |
| Q2 2021 | 92 | $453.5M |
| Q1 2021 | 92 | $377.1M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Hess Midstream LP; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 22 | $1.00K | 0.00% | +22 | New |
| US Bancorp | 100 | $3.00K | 0.00% | +54+117.4% | Added |
| Lake Point Wealth Management | 100 | $3.00K | 0.00% | +100 | New |
| Cohen & Steers, Inc. | 141 | $4.00K | 0.00% | −1,922−93.2% | Reduced |
| Spire Wealth Management | 298 | $8.00K | 0.00% | +5+1.7% | Added |
| D'Orazio & Associates, Inc. | 584 | $16.0K | 0.00% | +12+2.1% | Added |
| Geneos Wealth Management Inc. | 600 | $16.0K | 0.00% | +600 | New |
| Tower Research Capital LLC (TRC) | 695 | $19.0K | 0.00% | −2,345−77.1% | Reduced |
| Capital Advisors, Ltd. LLC | 817 | $23.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,728 | $49.0K | 0.00% | +610+54.6% | Added |
| Royal Bank of Canada | 3,000 | $85.0K | 0.00% | −376−11.1% | Reduced |
| Quantbot Technologies LP | 3,700 | $104.0K | 0.01% | +3,700 | New |
| State of Tennessee, Treasury Department | 5,188 | $147.0K | 0.00% | +5,188 | New |
| Beacon Pointe Advisors, LLC | 7,400 | $209.0K | 0.01% | +7,400 | New |
| Petrus Trust Company, LTA | 7,583 | $214.0K | 0.02% | +7,583 | New |
| Brown Advisory Inc | 8,000 | $226.0K | 0.00% | 00.0% | Unchanged |
| Americana Partners, LLC | 9,537 | $269.0K | 0.06% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,798 | $276.0K | 0.00% | +890+10.0% | Added |
| Teacher Retirement System of Texas | 10,992 | $310.0K | 0.00% | −724−6.2% | Reduced |
| Arrow Investment Advisors, LLC | 11,218 | $316.0K | 0.21% | −1,386−11.0% | Reduced |
| Cbre Clarion Securities LLC | 12,239 | $345.0K | 0.01% | −1,987−14.0% | Reduced |
| Groesbeck Investment Management Corp | 12,984 | $366.0K | 0.42% | −490−3.6% | Reduced |
| ExodusPoint Capital Management, LP | 13,106 | $370.0K | 0.01% | −2,948−18.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 13,396 | $378.0K | 0.00% | +13,396 | New |
| Peapack Gladstone Financial Corp | 14,279 | $403.0K | 0.01% | +135+1.0% | Added |
| Boston Private Wealth LLC | 14,391 | $406.0K | 0.01% | +1,082+8.1% | Added |
| Advisors Asset Management, Inc. | 16,784 | $473.0K | 0.01% | −173−1.0% | Reduced |
| Occudo Quantitative Strategies LP | 16,976 | $479.0K | 0.06% | +4,913+40.7% | Added |
| CIBC Private Wealth Group, LLC | 17,000 | $480.0K | 0.00% | −120,000−87.6% | Reduced |
| Vident Investment Advisory, LLC | 17,564 | $495.0K | 0.01% | −2,779−13.7% | Reduced |
| Tortoise Index Solutions, LLC | 17,564 | $495.0K | 0.12% | −2,779−13.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 18,885 | $533.0K | 0.01% | +2,185+13.1% | Added |
| American Financial Group Inc | 19,000 | $536.0K | 0.14% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 19,330 | $545.0K | 0.01% | +1,148+6.3% | Added |
| Susquehanna Fundamental Investments, LLC | 19,479 | $550.0K | 0.01% | −160−0.8% | Reduced |
| Kestra Advisory Services, LLC | 20,000 | $564.0K | 0.01% | +20,000 | New |
| Cubist Systematic Strategies, LLC | 20,393 | $575.0K | 0.01% | −15,971−43.9% | Reduced |
| Castleark Management LLC | 21,045 | $594.0K | 0.02% | 00.0% | Unchanged |
| CastleArk Alternatives, LLC | 21,045 | $594.0K | 0.02% | +21,045 | New |
| Campbell & CO Investment Adviser LLC | 21,800 | $615.0K | 0.20% | +9,400+75.8% | Added |
| Jane Street Group, LLC | 22,824 | $644.0K | 0.00% | −39,358−63.3% | Reduced |
| Alps Advisors Inc | 25,107 | $708.0K | 0.01% | −1,981−7.3% | Reduced |
| CFM Wealth Partners LLC | 25,299 | $714.0K | 0.18% | +25,299 | New |
| Guggenheim Capital LLC | 28,660 | $808.0K | 0.00% | −10,293−26.4% | Reduced |
| Penbrook Management LLC | 32,380 | $913.0K | 0.57% | 00.0% | Unchanged |
| Citadel Advisors LLC | 32,433 | $915.0K | 0.00% | +32,433 | New |
| Glenmede Trust Co NA | 37,000 | $1.04M | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 38,295 | $1.08M | 0.00% | +1,213+3.3% | Added |
| Assenagon Asset Management S.A. | 38,999 | $1.10M | 0.00% | +28,005+254.7% | Added |
| Winton Group Ltd | 39,275 | $1.11M | 0.06% | +9,984+34.1% | Added |
| American Century Companies Inc | 40,376 | $1.14M | 0.00% | +2,000+5.2% | Added |
| Bramshill Investments, LLC | 41,622 | $1.17M | 0.10% | +30,544+275.7% | Added |
| Naples Global Advisors, LLC | 42,425 | $1.20M | 0.16% | +3,450+8.9% | Added |
| Eagle Global Advisors LLC | 44,050 | $1.24M | 0.08% | −6,400−12.7% | Reduced |
| Ameriprise Financial Inc | 43,886 | $1.24M | 0.00% | +671+1.6% | Added |
| Bank of Montreal | 45,000 | $1.28M | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 51,801 | $1.46M | 0.29% | +1,282+2.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 52,500 | $1.48M | 0.06% | +52,500 | New |
| Wells Fargo & Company | 66,827 | $1.89M | 0.00% | −231−0.3% | Reduced |
| Pinnacle Holdings, LLC | 70,193 | $1.98M | 0.87% | +2,315+3.4% | Added |
| Catalyst Capital Advisors LLC | 90,733 | $2.56M | 0.13% | +8,335+10.1% | Added |
| Citigroup Inc | 98,196 | $2.77M | 0.00% | +25,910+35.8% | Added |
| Kayne Anderson Capital Advisors LP | 103,500 | $2.92M | 0.09% | +103,500 | New |
| Marshall Wace, LLP | 109,216 | $3.08M | 0.02% | −112,990−50.8% | Reduced |
| Bank of America Corp | 132,570 | $3.74M | 0.00% | +38,696+41.2% | Added |
| Heronetta Management, L.P. | 133,700 | $3.77M | 2.91% | +5,000+3.9% | Added |
| GoodHaven Capital Management, LLC | 145,567 | $4.11M | 2.67% | +200+0.1% | Added |
| Kercheville Advisors, LLC | 147,306 | $4.16M | 1.97% | +29,406+24.9% | Added |
| Blackstone Group Inc. | 152,123 | $4.29M | 0.01% | +52,874+53.3% | Added |
| Vanguard Group Inc | 153,162 | $4.32M | 0.00% | −3,370−2.2% | Reduced |
| Jennison Associates LLC | 161,628 | $4.56M | 0.00% | −1,581−1.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 178,639 | $5.04M | 0.01% | +6,400+3.7% | Added |
| Millennium Management LLC | 186,188 | $5.25M | 0.01% | −187,978−50.2% | Reduced |
| Renaissance Technologies LLC | 206,500 | $5.83M | 0.01% | −28,100−12.0% | Reduced |
| Spirit of America Management Corp | 217,837 | $6.14M | 1.32% | 00.0% | Unchanged |
| NBW Capital LLC | 227,490 | $6.42M | 1.55% | −95,399−29.5% | Reduced |
| Salient Capital Advisors, LLC | 232,817 | $6.57M | 0.34% | −48,501−17.2% | Reduced |
| First Trust Advisors LP | 235,659 | $6.65M | 0.01% | −13,461−5.4% | Reduced |
| Duff & Phelps Investment Management Co | 306,470 | $8.65M | 0.11% | −36,586−10.7% | Reduced |
| JPMorgan Chase & Co | 361,601 | $10.2M | 0.00% | −140,677−28.0% | Reduced |
| State of New Jersey Common Pension Fund D | 373,700 | $10.5M | 0.03% | 00.0% | Unchanged |
| Schroder Investment Management Group | 395,168 | $11.1M | 0.02% | −52,709−11.8% | Reduced |
| Brookfield Asset Management Inc. | 408,385 | $11.5M | 0.05% | −16,357−3.9% | Reduced |
| FMR LLC | 424,784 | $12.0M | 0.00% | −49,374−10.4% | Reduced |
| UBS Group AG | 448,951 | $12.7M | 0.01% | −8,847−1.9% | Reduced |
| Morgan Stanley | 487,582 | $13.8M | 0.00% | −48,763−9.1% | Reduced |
| Clearbridge Investments, LLC | 518,000 | $14.6M | 0.01% | 00.0% | Unchanged |
| Tortoise Capital Advisors, L.L.C. | 649,372 | $18.3M | 0.30% | −12,086−1.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 783,175 | $22.1M | 0.06% | −54,087−6.5% | Reduced |
| Goldman Sachs Group Inc | 819,215 | $23.1M | 0.01% | −82,791−9.2% | Reduced |
| Allianz Asset Management GmbH | 976,473 | $27.5M | 0.02% | −140,469−12.6% | Reduced |
| Cushing Asset Management, LP | 1,044,095 | $29.5M | 2.92% | −23,327−2.2% | Reduced |
| Energy Income Partners, LLC | 1,052,785 | $29.7M | 0.74% | −740.0% | Reduced |
| Ci Investments Inc. | 1,624,396 | $45.8M | 0.17% | +42,800+2.7% | Added |
| Invesco Ltd. | 2,087,811 | $58.9M | 0.01% | −81,120−3.7% | Reduced |
| Norges Bank | 0 | $0 | 0.00% | −94,962−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −39,755−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −30,552−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −15,816−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −14,708−100.0% | Sold out |