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, Q1 2023
Institutional positions in Hess Midstream LP as of Mar 31, 2023. 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
- 153
- −5 vs. Q4 2022
- Shares held
- 37.7M
- −230.7K (−0.6%) vs. Q4 2022
- Total value
- $1.09B
- −$42.9M (−3.8%) vs. Q4 2022
- New holders
- 15
- 57 more added
- Sold out
- 20
- 42 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding Hess Midstream LP; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 20 | $579 | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 22 | $637 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 161 | $4.66K | 0.00% | +3+1.9% | Added |
| First Horizon Advisors, Inc. | 170 | $4.92K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 254 | $7.35K | 0.00% | −104−29.1% | Reduced |
| Clearstead Advisors, LLC | 263 | $7.61K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 331 | $9.59K | 0.01% | +331 | New |
| Spire Wealth Management | 335 | $9.69K | 0.00% | +335 | New |
| Lee Financial Co | 335 | $9.70K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 340 | $10.0K | 0.00% | +340 | New |
| Whittier Trust Co | 350 | $10.1K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 375 | $10.9K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 403 | $11.7K | 0.01% | +403 | New |
| Citadel Advisors LLC | 411 | $11.9K | 0.00% | −2,731−86.9% | Reduced |
| Smithfield Trust Co | 459 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 575 | $16.6K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 642 | $19.0K | 0.00% | −422,953−99.8% | Reduced |
| Belpointe Asset Management LLC | 713 | $20.6K | 0.00% | +194+37.4% | Added |
| Capital Advisors, Ltd. LLC | 817 | $24.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 965 | $27.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,000 | $28.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,339 | $29.2K | 0.00% | +644+92.7% | Added |
| Ameritas Advisory Services, LLC | 1,300 | $37.1K | 0.00% | +1,300 | New |
| Citigroup Inc | 1,390 | $40.2K | 0.00% | −64−4.4% | Reduced |
| Advisory Services Network, LLC | 1,400 | $40.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,400 | $40.5K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,836 | $53.1K | 0.01% | +1,836 | New |
| National Bank of Canada | 2,120 | $61.4K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 2,372 | $69.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,501 | $72.4K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,651 | $76.7K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 4,000 | $115.8K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,984 | $144.2K | 0.02% | +4,984 | New |
| Advisor Group Holdings, Inc. | 5,926 | $171.5K | 0.00% | +101+1.7% | Added |
| Kovack Advisors, Inc. | 7,000 | $202.6K | 0.03% | −1,000−12.5% | Reduced |
| Walleye Capital LLC | 7,078 | $204.8K | 0.00% | +7,078 | New |
| Great Valley Advisor Group, Inc. | 7,245 | $209.7K | 0.01% | +7,245 | New |
| Gsa Capital Partners LLP | 7,450 | $216.0K | 0.02% | −23,947−76.3% | Reduced |
| MML Investors Services, LLC | 7,545 | $218.0K | 0.00% | −1,490−16.5% | Reduced |
| Empowered Funds, LLC | 7,555 | $218.6K | 0.01% | −895−10.6% | Reduced |
| Boston Private Wealth LLC | 7,569 | $219.0K | 0.00% | −839−10.0% | Reduced |
| Aquatic Capital Management LLC | 7,600 | $220.0K | 0.01% | +7,600 | New |
| F&V Capital Management, LLC | 8,000 | $232.0K | 0.08% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 8,058 | $233.2K | 0.01% | −14,635−64.5% | Reduced |
| HighTower Advisors, LLC | 8,054 | $234.0K | 0.00% | −53−0.7% | Reduced |
| Peapack Gladstone Financial Corp | 8,316 | $241.0K | 0.00% | +75+0.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,474 | $245.2K | 0.00% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 8,720 | $253.0K | 0.38% | 00.0% | Unchanged |
| Vestcor Inc | 9,312 | $269.0K | 0.01% | +9,312 | New |
| Independent Financial Group, LLC | 9,400 | $272.0K | 0.02% | −2,500−21.0% | Reduced |
| Americana Partners, LLC | 9,537 | $276.0K | 0.04% | 00.0% | Unchanged |
| Amundi | 9,700 | $285.7K | 0.00% | +4,200+76.4% | Added |
| Virtus ETF Advisers LLC | 10,075 | $291.6K | 0.16% | −5,995−37.3% | Reduced |
| WBI Investments | 10,466 | $302.9K | 0.06% | +180+1.7% | Added |
| Barclays PLC | 11,714 | $339.0K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 12,000 | $347.3K | 0.00% | +1,000+9.1% | Added |
| Van Eck Associates Corp | 12,156 | $352.0K | 0.00% | +781+6.9% | Added |
| Teacher Retirement System of Texas | 12,462 | $361.0K | 0.00% | +91+0.7% | Added |
| Castleark Management LLC | 12,595 | $364.5K | 0.02% | 00.0% | Unchanged |
| Arizona State Retirement System | 12,750 | $369.0K | 0.00% | +334+2.7% | Added |
| Legal & General Group Plc | 12,826 | $371.2K | 0.00% | +1,154+9.9% | Added |
| Cetera Advisor Networks LLC | 12,842 | $371.7K | 0.00% | −25,308−66.3% | Reduced |
| Ensign Peak Advisors, Inc | 12,920 | $373.9K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,582 | $422.0K | 0.00% | −28,447−66.1% | Reduced |
| Guggenheim Capital LLC | 15,384 | $445.2K | 0.00% | +1,525+11.0% | Added |
| Northern Trust Corp | 15,721 | $455.0K | 0.00% | −152−1.0% | Reduced |
| Illinois Municipal Retirement Fund | 16,264 | $471.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 17,000 | $492.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 17,041 | $493.0K | 0.00% | +3,831+29.0% | Added |
| Texas Yale Capital Corp. | 17,700 | $512.2K | 0.03% | +3,700+26.4% | Added |
| apricus wealth, LLC | 18,250 | $528.2K | 0.48% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 18,928 | $547.8K | 0.01% | +18,824+18,100.0% | Added |
| Petrus Trust Company, LTA | 19,266 | $557.6K | 0.07% | +2,284+13.4% | Added |
| Janus Henderson Group PLC | 19,911 | $576.7K | 0.00% | −7,860−28.3% | Reduced |
| American Financial Group Inc | 20,000 | $579.0K | 0.18% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 23,191 | $671.1K | 0.12% | −1,044−4.3% | Reduced |
| Virginia Retirement Systems Et Al | 24,400 | $706.1K | 0.01% | +7,500+44.4% | Added |
| Marshall Wace, LLP | 24,809 | $718.0K | 0.00% | +7,954+47.2% | Added |
| CFM Wealth Partners LLC | 25,299 | $732.2K | 0.20% | 00.0% | Unchanged |
| Quantbot Technologies LP | 26,285 | $760.7K | 0.05% | −6,086−18.8% | Reduced |
| Penbrook Management LLC | 32,430 | $938.5K | 0.74% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 35,064 | $1.01M | 0.02% | −6,755−16.2% | Reduced |
| Pacer Advisors, Inc. | 36,083 | $1.04M | 0.00% | +4,509+14.3% | Added |
| Jump Financial, LLC | 37,617 | $1.09M | 0.04% | +3,810+11.3% | Added |
| California State Teachers Retirement System | 38,656 | $1.12M | 0.00% | +369+1.0% | Added |
| Kayne Anderson Capital Advisors LP | 39,000 | $1.13M | 0.03% | 00.0% | Unchanged |
| American Century Companies Inc | 40,204 | $1.16M | 0.00% | −57,598−58.9% | Reduced |
| Dividend Assets Capital, LLC | 48,163 | $1.16M | 0.25% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 43,470 | $1.26M | 0.00% | +10,785+33.0% | Added |
| Natixis | 45,000 | $1.30M | 0.01% | +45,000 | New |
| Maryland State Retirement & Pension System | 45,075 | $1.30M | 0.03% | +34,375+321.3% | Added |
| Lazard Asset Management LLC | 45,205 | $1.31M | 0.00% | +45,205 | New |
| Camarda Financial Advisors, LLC | 45,329 | $1.31M | 0.98% | +12,660+38.8% | Added |
| Tortoise Index Solutions, LLC | 46,079 | $1.33M | 0.25% | −7,387−13.8% | Reduced |
| Fractal Investments LLC | 49,447 | $1.43M | 0.33% | 00.0% | Unchanged |
| AE Wealth Management LLC | 49,772 | $1.44M | 0.01% | +7,881+18.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 50,000 | $1.45M | 0.07% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 56,695 | $1.64M | 0.20% | +2,045+3.7% | Added |
| Mackenzie Financial Corp | 57,670 | $1.67M | 0.00% | −1,609−2.7% | Reduced |
| State Street Corp | 59,945 | $1.73M | 0.00% | +4,677+8.5% | Added |