DaveManuel.com · Institutional Ownership · Who Owns It
HESS MIDSTREAM LP (HESM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
289
Reporting holders
$4.3B
Reported value
89.3%
Of shares outstanding
0.6%
Calls
0.2%
Puts
-4
Holder change
Institutions report 114,674,955 shares against 128,350,881 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ALPS ADVISORS INC | $1.1B | 29,254,074 | 5.16% | 25q | -5.3%-$61.1M |
| GOLDMAN SACHS GROUP INC | $315.4M | 8,389,537 | 0.03% | 27q | +5.5%+$16.5M |
| Invesco Ltd. | $283.4M | 7,535,978 | 0.02% | 27q | +4.9%+$13.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $265.3M | 7,055,800 | 0.32% | 4q | HELD |
| Blackstone Inc. | $217.6M | 5,786,130 | 0.56% | 13q | -25.5%-$74.6M |
| Bank of New York Mellon Corp | $177.5M | 4,720,992 | 0.03% | 17q | +25.8%+$36.4M |
| TORTOISE CAPITAL ADVISORS, L.L.C. | $159.3M | 4,236,214 | 1.62% | 27q | -5.2%-$8.7M |
| NEUBERGER BERMAN GROUP LLC | $100.4M | 2,671,592 | 0.07% | 19q | +35.2%+$26.2M |
| TD Asset Management Inc | $74.6M | 1,984,203 | 0.06% | 13q | -9.9%-$8.2M |
| UBS Group AG | $74.2M | 1,974,398 | 0.01% | 27q | +0.5%+$391.0K |
| Epoch Investment Partners, Inc. | $73.1M | 1,945,456 | 0.42% | 13q | -6.6%-$5.1M |
| JPMORGAN CHASE & CO | $71.2M | 1,906,588 | 0.00% | 27q | +3.6%+$2.4M |
| TWO SIGMA INVESTMENTS, LP | $63.0M | 1,674,699 | 0.05% | 2q | +717.3%+$55.3M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $60.5M | 1,610,000 | 0.08% | 3q | +49.8%+$20.1M |
| MILLER HOWARD INVESTMENTS INC /NY | $58.6M | 1,558,131 | 1.55% | 19q | +4.4%+$2.5M |
| CI INVESTMENTS INC. | $48.3M | 1,285,671 | 0.16% | 22q | -17.1%-$10.0M |
| FMR LLC | $45.4M | 1,206,735 | 0.00% | 27q | -30.2%-$19.6M |
| WESTWOOD HOLDINGS GROUP INC | $44.0M | 1,170,092 | 0.33% | 15q | -10.8%-$5.3M |
| MORGAN STANLEY | $43.9M | 1,167,570 | 0.00% | 27q | -32.2%-$20.8M |
| Fractal Investments LLC | $43.6M | 1,160,420 | 5.03% | 19q | -2.1%-$932.5K |
| LAZARD ASSET MANAGEMENT LLC | $41.8M | 1,110,853 | 0.06% | 14q | +3.9%+$1.6M |
| Zimmer Partners, LP | $37.5M | 997,643 | 0.86% | 7q | +232.8%+$26.2M |
| AMERICAN CENTURY COMPANIES INC | $36.2M | 961,849 | 0.02% | 23q | +19.3%+$5.8M |
| Clearbridge Investments, LLC | $36.0M | 956,243 | 0.03% | 22q | -44.0%-$28.2M |
| BlackRock, Inc. | $33.4M | 887,083 | 0.00% | 8q | -0.5%-$183.6K |
| Qube Research & Technologies Ltd | $32.8M | 871,091 | 0.03% | 12q | +204.6%+$22.0M |
| EAGLE GLOBAL ADVISORS LLC | $32.3M | 858,576 | 1.07% | 22q | HELD |
| FIRST TRUST ADVISORS LP | $32.0M | 849,868 | 0.02% | 27q | -11.4%-$4.1M |
| BARCLAYS PLC | $29.9M | 794,850 | 0.01% | 18q | +11.6%+$3.1M |
| MILLENNIUM MANAGEMENT LLC | $29.2M | 776,769 | 0.01% | 16q | +424.9%+$23.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $26.1M | 694,579 | 0.00% | 2q | -4.3%-$1.2M |
| JANE STREET GROUP, LLC | $24.8M incl. $15.0M options CALL+PUT | 260,797 | 0.00% | 16q | +3949.6%+$24.2M |
| TUDOR INVESTMENT CORP ET AL | $24.6M | 654,959 | 0.03% | 12q | -14.2%-$4.1M |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | $22.7M | 604,561 | 1.33% | 16q | -9.6%-$2.4M |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | $21.4M | 570,158 | 4.38% | 19q | HELD |
| CIBC Bancorp USA Inc. | $20.7M | 551,090 | 0.03% | 2q | -29.3%-$8.6M |
| RAYMOND JAMES FINANCIAL INC | $20.2M | 537,351 | 0.01% | 7q | +20.1%+$3.4M |
| RENAISSANCE TECHNOLOGIES LLC | $18.7M | 497,700 | 0.03% | 23q | +40.1%+$5.4M |
| BANK OF AMERICA CORP /DE/ | $16.8M | 446,037 | 0.00% | 27q | +38.7%+$4.7M |
| KAYNE ANDERSON CAPITAL ADVISORS LP | $15.5M | 411,563 | 0.30% | 20q | -72.8%-$41.3M |
| ALGERT GLOBAL LLC | $14.2M | 377,010 | 0.17% | 9q | +362.1%+$11.1M |
| STATE STREET CORP | $13.7M | 365,577 | 0.00% | 19q | +38.0%+$3.8M |
| JENNISON ASSOCIATES LLC | $13.6M | 360,782 | 0.01% | 11q | -1.9%-$261.8K |
| SG Americas Securities, LLC | $13.4M | 357,166 | 0.01% | 9q | +853.2%+$12.0M |
| HRT FINANCIAL LP | $13.3M | 353,787 | 0.02% | 2q | +1106.8%+$12.2M |
| NEOS Investment Management LLC | $12.2M | 325,566 | 0.05% | 3q | +42.4%+$3.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12.0M incl. $9.7M options CALL+PUT | 61,670 | 0.00% | 27q | +21.9%+$2.2M |
| Susquehanna Portfolio Strategies, LLC | $10.4M | 275,828 | 0.17% | 6q | +224.9%+$7.2M |
| CITADEL ADVISORS LLC | $10.3M incl. $3.7M options CALL+PUT | 177,924 | 0.00% | 25q | -35.4%-$5.7M |
| Allianz Asset Management GmbH | $10.0M | 266,238 | 0.01% | 6q | -36.0%-$5.6M |
| Swiss National Bank | $9.3M | 246,700 | 0.00% | 19q | +1.4%+$127.8K |
| LPL Financial LLC | $9.0M | 240,412 | 0.00% | 26q | +17.5%+$1.3M |
| NORDEA INVESTMENT MANAGEMENT AB | $8.9M | 235,854 | 0.01% | 9q | +1.3%+$116.7K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $8.3M | 220,875 | 0.00% | 19q | -3.1%-$268.9K |
| STATE OF WISCONSIN INVESTMENT BOARD | $8.0M | 212,140 | 0.02% | 12q | -7.3%-$629.5K |
| Cambridge Investment Research Advisors, Inc. | $7.4M | 197,276 | 0.01% | 18q | +124.8%+$4.1M |
| ROYAL BANK OF CANADA | $7.3M | 193,600 | 0.00% | 27q | -18.9%-$1.7M |
| EXCHANGE TRADED CONCEPTS, LLC | $7.1M | 187,694 | 0.03% | 13q | -3.8%-$275.4K |
| STIFEL FINANCIAL CORP | $7.0M | 186,117 | 0.01% | 11q | +10.0%+$636.9K |
| Americana Partners, LLC | $6.7M | 178,028 | 0.15% | 26q | HELD |
| Advisors Asset Management, Inc. | $6.0M | 159,390 | 0.09% | 15q | +2.3%+$133.5K |
| WELLS FARGO & COMPANY/MN | $5.9M | 156,564 | 0.00% | 27q | -8.7%-$564.5K |
| Catalyst Capital Advisors LLC | $5.9M | 156,351 | 0.10% | 26q | +8.9%+$482.0K |
| Bridgewater Associates, LP | $5.6M | 149,973 | 0.02% | 4q | +224.6%+$3.9M |
| ENVESTNET ASSET MANAGEMENT INC | $5.6M | 147,778 | 0.00% | 12q | +0.8%+$45.2K |
| Financial Sense Advisors, Inc. | $5.5M | 145,354 | 1.07% | 8q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $5.3M | 141,250 | 0.00% | 19q | +4.5%+$229.8K |
| ExodusPoint Capital Management, LP | $5.2M | 137,788 | 0.03% | new | NEW |
| EVERGREEN CAPITAL MANAGEMENT LLC | $5.1M | 134,927 | 0.09% | 7q | +1.4%+$69.0K |
| GoodHaven Capital Management, LLC | $5.0M | 133,735 | 1.58% | 27q | HELD |
| Nuveen, LLC | $4.8M | 126,700 | 0.00% | 3q | +1134.7%+$4.4M |
| Maryland State Retirement & Pension System | $4.5M | 120,868 | 0.08% | 15q | +4.2%+$182.0K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $4.4M | 117,513 | 0.00% | 11q | -5.3%-$244.9K |
| Castellan Group | $4.2M | 113,021 | 0.47% | 12q | +14.3%+$532.0K |
| HITE Hedge Asset Management LLC | $4.2M | 111,963 | 0.23% | new | NEW |
| HSBC HOLDINGS PLC | $4.1M | 109,596 | 0.00% | new | NEW |
| Legal & General Group Plc | $4.1M | 108,105 | 0.00% | 19q | +0.7%+$28.0K |
| Squarepoint Ops LLC | $4.0M | 106,871 | 0.00% | 6q | +419.8%+$3.2M |
| Trexquant Investment LP | $3.9M | 103,789 | 0.02% | new | NEW |
| Balyasny Asset Management L.P. | $3.8M | 101,258 | 0.00% | 13q | +1562.1%+$3.6M |
| NORTHERN TRUST CORP | $3.7M | 98,668 | 0.00% | 19q | -2.0%-$76.5K |
| Westover Capital Advisors, LLC | $3.6M | 96,913 | 0.61% | 10q | +1.0%+$34.6K |
| Holocene Advisors, LP | $3.5M | 92,640 | 0.01% | 3q | +2.6%+$86.7K |
| Heronetta Management, L.P. | $3.5M | 92,505 | 3.19% | 27q | HELD |
| Treasurer of the State of North Carolina | $3.5M | 92,411 | 0.01% | new | NEW |
| Pinnacle Holdings, LLC | $3.4M | 89,460 | 1.04% | 23q | -1.1%-$38.5K |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | $3.3M | 88,337 | 0.63% | 26q | -11.5%-$432.4K |
| VANGUARD ASSET MANAGEMENT, Ltd | $3.3M | 86,823 | 0.00% | 2q | +4.9%+$152.4K |
| IMC-Chicago, LLC | $3.2M CALL+PUT | options only | 0.00% | 5q | OPTIONS |
| CITIGROUP INC | $3.2M | 84,484 | 0.00% | 25q | +394.3%+$2.5M |
| Sanctuary Advisors, LLC | $3.1M | 82,818 | 0.01% | 9q | HELD |
| Abacus FCF Advisors LLC | $3.0M | 81,071 | 0.56% | 2q | +1.6%+$48.0K |
| Inspire Investing, LLC | $3.0M | 80,829 | 0.12% | 3q | -5.3%-$169.5K |
| Brookfield Corp /ON/ | $3.0M | 80,544 | 0.00% | 15q | -88.8%-$24.1M |
| Beacon Pointe Advisors, LLC | $3.0M | 79,334 | 0.01% | 12q | +18.3%+$462.3K |
| Y-Intercept (Hong Kong) Ltd | $2.9M | 77,286 | 0.06% | 2q | -28.6%-$1.2M |
| LGT Fund Management Co Ltd. | $2.9M | 76,883 | 0.12% | 2q | +36.4%+$771.7K |
| READYSTATE ASSET MANAGEMENT LP | $2.8M | 75,405 | 0.10% | 2q | HELD |
| NAPLES GLOBAL ADVISORS, LLC | $2.7M | 71,116 | 0.16% | 22q | +1.1%+$28.2K |
| Texas Yale Capital Corp. | $2.5M | 67,400 | 0.06% | 18q | +1.2%+$30.1K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-22 | 13G | Bank of New York Mellon Corpwith 3 co-filers | 5.1% |
| 2026-10-08 | 13D/A | Hess Investments North Dakota LLCwith 2 co-filers | 38.0% |
| 2026-10-07 | 13G/A | ALPS Advisors, Inc.with 1 co-filers | 23.5% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-08 | 2026-10-06 | Directors or officers departed or appointed Material agreement entered | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 60 | $161.2M | 4,315,505 | 9 | 17 | 11 | 0.0% |
| Q2 2026 | 289 | $4.3B | 114,674,955 | 37 | 108 | 78 | 0.8% |
| Q1 2026 | 293 | $4.5B | 116,164,513 | 59 | 94 | 84 | 0.7% |
| Q4 2025 | 271 | $4.1B | 118,135,357 | 45 | 86 | 95 | 0.7% |
| Q3 2025 | 271 | $4.2B | 119,353,013 | 39 | 100 | 91 | 2.8% |
| Q2 2025 | 277 | $4.4B | 114,338,239 | 44 | 124 | 70 | 0.6% |
| Q1 2025 | 281 | $4.7B | 110,365,692 | 44 | 116 | 76 | 1.1% |
| Q4 2024 | 276 | $3.6B | 97,317,613 | 34 | 110 | 68 | 0.7% |
| Q3 2024 | 261 | $3.4B | 94,686,907 | 44 | 122 | 40 | 1.1% |
| Q2 2024 | 245 | $3.1B | 84,549,015 | 36 | 101 | 50 | 0.6% |
| Q1 2024 | 229 | $2.8B | 75,508,485 | 34 | 93 | 57 | 1.5% |
| Q4 2023 | 218 | $2.1B | 64,136,361 | 32 | 85 | 47 | 1.8% |
| Q3 2023 | 201 | $1.8B | 59,803,627 | 40 | 87 | 35 | 1.1% |
| Q2 2023 | 175 | $1.6B | 49,130,549 | 35 | 69 | 31 | 3.1% |
| Q1 2023 | 155 | $1.1B | 38,124,871 | 15 | 57 | 41 | 1.3% |
| Q4 2022 | 161 | $1.1B | 37,956,669 | 29 | 50 | 41 | 0.8% |
| Q3 2022 | 150 | $3.2B | 124,630,290 | 24 | 54 | 40 | 0.2% |
| Q2 2022 | 155 | $3.5B | 125,582,986 | 19 | 59 | 39 | 0.3% |
| Q1 2022 | 170 | $3.8B | 126,499,383 | 61 | 56 | 29 | 0.3% |
| Q4 2021 | 119 | $3.0B | 108,393,921 | 25 | 44 | 21 | 0.4% |
| Q3 2021 | 99 | $2.5B | 87,045,306 | 13 | 28 | 39 | 0.2% |
| Q2 2021 | 96 | $2.2B | 85,803,445 | 17 | 41 | 24 | 0.1% |
| Q1 2021 | 96 | $2.0B | 87,127,629 | 32 | 30 | 20 | 0.3% |
| Q4 2020 | 75 | $1.2B | 61,834,550 | 13 | 23 | 25 | 0.2% |
| Q3 2020 | 71 | $1.2B | 77,904,586 | 9 | 22 | 27 | 0.1% |
| Q2 2020 | 71 | $1.5B | 81,559,871 | 19 | 19 | 24 | 0.2% |
| Q1 2020 | 65 | $853.5M | 83,924,961 | 14 | 15 | 25 | 0.1% |
| Q4 2019 | 74 | $1.9B | 85,480,337 | 75 | 0 | 0 | 0.2% |
| Q3 2019 | 68 | $1.7B | 86,101,506 | 10 | 17 | 25 | 0.2% |
| Q2 2019 | 68 | $1.7B | 88,771,501 | 9 | 28 | 17 | 0.6% |
| Q1 2019 | 68 | $1.9B | 90,412,852 | 9 | 20 | 25 | 0.2% |
| Q4 2018 | 66 | $1.5B | 89,384,748 | 0 | 0 | 2 | 0.2% |