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Hess Midstream LP (HESM)

CUSIP: 428103105 | NYSE | Energy · Oil & Gas Midstream | Mid Cap | 611 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AChevron Corp78,276,48538.0%New 5%+ stakeOct 6, 2026Not yet in a 13F
13G/AAlps Advisors, Inc.
with Alerian MLP ETF
60,855,42423.5%+31,601,350Sep 30, 2026No 13F filer matched
13GBank of New York Mellon Corp
with BNY Mellon IHC, LLC, MBC Investments Corp, Newton Investment Management North America, LLC
6,507,9555.1%New 5%+ stakeSep 30, 2026No 13F filer matched
13G/ABlackstone Inc.5,786,1304.5%Newly reportedJun 30, 2026No 13F filer matched
13D/AHess Corporation78,276,48537.8%New 5%+ stakeMar 2, 2026No 13F filer matched
13D/AChevron Corp78,276,485
38.0% of class · Oct 6, 2026New 5%+ stake
Not yet in a 13F
13G/AAlps Advisors, Inc.60,855,424
23.5% of class · Sep 30, 2026+31,601,350
with Alerian MLP ETF
No 13F filer matched
13GBank of New York Mellon Corp6,507,955
5.1% of class · Sep 30, 2026New 5%+ stake
with BNY Mellon IHC, LLC, MBC Investments Corp, Newton Investment Management North America, LLC
No 13F filer matched
13G/ABlackstone Inc.5,786,130
4.5% of class · Jun 30, 2026Newly reported
No 13F filer matched
13D/AHess Corporation78,276,485
37.8% of class · Mar 2, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Alps Advisors Inc30,427,712
5.2% of portfolio›$1.1B
Miller Howard Investments Inc1,586,630
1.6% of portfolio›$59.3M
Fractal Investments LLC1,139,887
4.8% of portfolio›$42.6M
Eagle Global Advisors LLC857,896
1.1% of portfolio›$32.1M
Neos Investment Management LLC573,990
0.1% of portfolio›$21.5M
BI Asset Management Fondsmaeglerselskab A/S207,817
0.1% of portfolio›$7.8M
Americana Partners, LLC178,028
0.1% of portfolio›$6.7M
Exchange Traded Concepts, LLC173,884
0.0% of portfolio›$6.5M
Catalyst Capital Advisors LLC156,351
0.1% of portfolio›$5.8M
Evergreen Capital Management LLC140,427
0.1% of portfolio›$5.2M
Castellan Group114,236
0.5% of portfolio›$4.3M
MacKenzie Financial Corp103,737
0.0% of portfolio›$3.9M
Cambridge Investment Research Advisors, Inc.97,633
0.0% of portfolio›$3.6M
Westover Capital Advisors, LLC95,891
0.6% of portfolio›$3.6M
Spirit of America Management Corp88,337
0.6% of portfolio›$3.3M
Inspire Investing, LLC70,461
0.1% of portfolio›$2.6M
Gilman Hill Asset Management, LLC50,855
0.3% of portfolio›$1.9M
Oppenheimer & Co Inc46,449
0.0% of portfolio›$1.7M
Fort Washington Investment Advisors Inc42,154
0.0% of portfolio›$1.6M
State of New Jersey Common Pension Fund D40,219
0.0% of portfolio›$1.5M
Arizona State Retirement System34,348
0.0% of portfolio›$1.3M
Penbrook Management LLC30,005
0.7% of portfolio›$1.1M
DekaBank Deutsche Girozentrale29,893
0.0% of portfolio›$1.1M
Kestra Private Wealth Services, LLC28,109
0.0% of portfolio›$1.1M
Commonwealth Equity Services, LLC24,356
0.0% of portfolio›$910.2K
Wealth Enhancement Advisory Services, LLC23,269
0.0% of portfolio›$791.1K
Argyle Capital Partners, LLC22,996
0.5% of portfolio›$859.4K
apricus wealth, LLC21,500
0.4% of portfolio›$803.5K
Adams Asset Advisors, LLC20,550
0.1% of portfolio›$768.0K
Pictet Asset Management Holding SA18,233
0.0% of portfolio›$681.4K
Wealthstar Advisors, LLC18,029
0.2% of portfolio›$673.7K
Avior Wealth Management, LLC17,225
0.0% of portfolio›$643.7K
Citigroup Inc16,376
0.0% of portfolio›$612.0K
iA Global Asset Management Inc.15,528
0.0% of portfolio›$580.0K
Farther Finance Advisors, LLC14,016
0.0% of portfolio›$523.8K
Swiss Life Asset Management Ltd13,853
0.0% of portfolio›$517.7K
MGO One Seven LLC13,527
0.0% of portfolio›$505.5K
Chickasaw Capital Management LLC12,000
0.0% of portfolio›$448.4K
Apollon Wealth Management, LLC11,861
0.0% of portfolio›$443.2K
Caitong International Asset Management Co., Ltd11,678
0.0% of portfolio›$436.4K
Stablepoint Partners, LLC10,609
0.1% of portfolio›$396.5K
ProShare Advisors LLC10,253
0.0% of portfolio›$383.2K
Abel Hall, LLC10,000
0.1% of portfolio›$373.7K
Oppenheimer Asset Management Inc.9,678
0.0% of portfolio›$361.7K
Independent Financial Group, LLC9,370
0.0% of portfolio›$350.1K
Kestra Advisory Services, LLC8,974
0.0% of portfolio›$335.3K
Kaizen Financial Strategies8,480
0.1% of portfolio›$316.9K
Virginia Retirement Systems ET Al8,100
0.0% of portfolio›$302.7K
Avidian Wealth Enterprises, LLC7,482
0.0% of portfolio›$279.6K
Lee Financial Co7,108
0.0% of portfolio›$265.6K
Turtle Creek Wealth Advisors, LLC6,967
0.0% of portfolio›$260.4K
Arrow Investment Advisors, LLC6,506
0.2% of portfolio›$243.1K
Soltis Investment Advisors LLC5,650
0.0% of portfolio›$211.1K
Atria Investments, Inc5,613
0.0% of portfolio›$209.8K
Compass Wealth Management LLC5,000
0.0% of portfolio›$186.9K
KBC Group NV4,700
0.0% of portfolio›$176.0K
Oakworth Capital, Inc.4,300
0.0% of portfolio›$160.7K
William Mack & Associates, Inc.3,600
0.0% of portfolio›$134.5K
Nisa Investment Advisors, LLC2,658
0.0% of portfolio›$99.3K
IFP Advisors, Inc2,557
0.0% of portfolio›$95.6K
Parkside Financial Bank & Trust2,470
0.0% of portfolio›$92.3K
Grove Bank & Trust1,000
0.0% of portfolio›$37.4K
Compass Financial Management LLC868
0.0% of portfolio›$32.4K
Capital Advisors, Ltd. LLC817
0.0% of portfolio›$31
Lanark Financial, Inc.485
0.0% of portfolio›$18.1K
Spire Wealth Management439
0.0% of portfolio›$16.4K
Assetmark, Inc344
0.0% of portfolio›$12.9K
CoreCap Advisors, LLC300
0.0% of portfolio›$11.2K
Mcdonald Partners LLC278
0.0% of portfolio›$10.4K
Arlington Trust Co LLC277
0.0% of portfolio›$10.4K
TD Private Client Wealth LLC264
0.0% of portfolio›$9.9K
First Bancorp, Inc219
0.0% of portfolio›$8.2K
Nova Financial LLC203
0.0% of portfolio›$7.6K
EverSource Wealth Advisors, LLC150
0.0% of portfolio›$5.6K
Buck Wealth Strategies, LLC145
0.0% of portfolio›$5.4K
Financial Management Professionals, Inc.136
0.0% of portfolio›$5.1K
Gamma Investing LLC121
0.0% of portfolio›$4.5K
Rakuten Securities, Inc.117
0.0% of portfolio›$4.4K
GK Wealth Management LLC101
0.0% of portfolio›$3.8K
First Horizon Corp98
0.0% of portfolio›$3.7K
Roxbury Financial LLC64
0.0% of portfolio›$2.4K
City Holding Co15
0.0% of portfolio›$560
Reap Financial Group, LLC10
0.0% of portfolio›$374
StyleTurnoverLocationFiled
Alps Advisors Inc
30,427,712$1.1B5.2%YieldLowDenver, CO2026-11-03
Miller Howard Investments Inc
1,586,630$59.3M1.6%YieldMediumKingston, NY2026-10-26
Fractal Investments LLC
1,139,887$42.6M4.8%YieldLowGlastonbury, CT2026-10-28
Eagle Global Advisors LLC
857,896$32.1M1.1%CoreLowHouston, TX2026-11-02
Neos Investment Management LLC
573,990$21.5M0.1%IndexVery LowWestport, CT2026-11-04
BI Asset Management Fondsmaeglerselskab A/S
207,817$7.8M0.1%CoreMediumKobenhavn, Greece2026-10-22
Americana Partners, LLC
178,028$6.7M0.1%CoreMediumHouston, TX2026-10-28
Exchange Traded Concepts, LLC
173,884$6.5M0.0%GrowthMediumOklahoma City, OK2026-10-28
Catalyst Capital Advisors LLC
156,351$5.8M0.1%ETFVery LowSan Juan, PR2026-11-02
Evergreen Capital Management LLC
140,427$5.2M0.1%GARPMediumBellevue, WA2026-10-23
Castellan Group
114,236$4.3M0.5%ETFLowLouisville, KY2026-10-19
MacKenzie Financial Corp
103,737$3.9M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Cambridge Investment Research Advisors, Inc.
97,633$3.6M0.0%ETFLowFairfield, IA2026-11-02
Westover Capital Advisors, LLC
95,891$3.6M0.6%MomentumLowWilmington, DE2026-10-26
Spirit of America Management Corp
88,337$3.3M0.6%GARPLowSyosset, NY2026-10-14
Inspire Investing, LLC
70,461$2.6M0.1%GARPHighMeridian, ID2026-10-22
Gilman Hill Asset Management, LLC
50,855$1.9M0.3%YieldMediumNew Canaan, CT2026-10-13
Oppenheimer & Co Inc
46,449$1.7M0.0%CoreLowNew York, NY2026-10-26
Fort Washington Investment Advisors Inc
42,154$1.6M0.0%CoreLowCincinnati, OH2026-10-15
State of New Jersey Common Pension Fund D
40,219$1.5M0.0%CoreLowTrenton, NJ2026-11-05
Arizona State Retirement System
34,348$1.3M0.0%IndexVery LowPhoenix, AZ2026-11-03
Penbrook Management LLC
30,005$1.1M0.7%CoreLowNew York, NY2026-10-16
DekaBank Deutsche Girozentrale
29,893$1.1M0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Kestra Private Wealth Services, LLC
28,109$1.1M0.0%GrowthLowAustin, TX2026-10-30
Commonwealth Equity Services, LLC
24,356$910.2K0.0%ETFLowWaltham, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
23,269$791.1K0.0%CoreLowPlymouth, MN2026-10-13
Argyle Capital Partners, LLC
22,996$859.4K0.5%CoreLowLos Angeles, CA2026-10-23
apricus wealth, LLC
21,500$803.5K0.4%YieldMediumBeaufort, SC2026-10-26
Adams Asset Advisors, LLC
20,550$768.0K0.1%YieldMediumDallas, TX2026-10-08
Pictet Asset Management Holding SA
18,233$681.4K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Wealthstar Advisors, LLC
18,029$673.7K0.2%ETFMediumPlano, TX2026-10-19
Avior Wealth Management, LLC
17,225$643.7K0.0%ETFMediumOmaha, NE2026-10-13
Citigroup Inc
16,376$612.0K0.0%CoreMediumNew York, NY2026-11-04
iA Global Asset Management Inc.
15,528$580.0K0.0%GrowthMediumQuebec, Austria2026-10-29
Farther Finance Advisors, LLC
14,016$523.8K0.0%IndexLowSan Francisco, CA2026-10-08
Swiss Life Asset Management Ltd
13,853$517.7K0.0%CoreLowZurich, Switzerland2026-11-03
MGO One Seven LLC
13,527$505.5K0.0%GrowthLowBeachwood, OH2026-10-28
Chickasaw Capital Management LLC
12,000$448.4K0.0%YieldLowMemphis, TN2026-10-08
Apollon Wealth Management, LLC
11,861$443.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
Caitong International Asset Management Co., Ltd
11,678$436.4K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Stablepoint Partners, LLC
10,609$396.5K0.1%CoreLowBraintree, MA2026-11-03
ProShare Advisors LLC
10,253$383.2K0.0%GrowthLowBethesda, MD2026-10-29
Abel Hall, LLC
10,000$373.7K0.1%CoreMediumBaton Rouge, LA2026-10-19
Oppenheimer Asset Management Inc.
9,678$361.7K0.0%CoreMediumNew York, NY2026-10-27
Independent Financial Group, LLC
9,370$350.1K0.0%GrowthLowSan Diego, CA2026-10-13
Kestra Advisory Services, LLC
8,974$335.3K0.0%CoreLowAustin, TX2026-11-02
Kaizen Financial Strategies
8,480$316.9K0.1%ETFMediumCampbell, CA2026-10-09
Virginia Retirement Systems ET Al
8,100$302.7K0.0%CoreMediumRichmond, VA2026-10-28
Avidian Wealth Enterprises, LLC
7,482$279.6K0.0%ETFLowHouston, TX2026-10-08
Lee Financial Co
7,108$265.6K0.0%ETFVery LowDallas, TX2026-10-16
Turtle Creek Wealth Advisors, LLC
6,967$260.4K0.0%GrowthLowDallas, TX2026-10-15
Arrow Investment Advisors, LLC
6,506$243.1K0.2%Agg GrowthMediumLaurel, MD2026-11-02
Soltis Investment Advisors LLC
5,650$211.1K0.0%CoreMediumSt. George, UT2026-10-28
Atria Investments, Inc
5,613$209.8K0.0%CoreMediumCharlotte, NC2026-10-15
Compass Wealth Management LLC
5,000$186.9K0.0%GARPLowGuilford, CT2026-10-22
KBC Group NV
4,700$176.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Oakworth Capital, Inc.
4,300$160.7K0.0%ETFLowBirmingham, AL2026-10-26
William Mack & Associates, Inc.
3,600$134.5K0.0%ETFLowTroy, MI2026-10-27
Nisa Investment Advisors, LLC
2,658$99.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
IFP Advisors, Inc
2,557$95.6K0.0%GrowthLowTampa, FL2026-10-16
Parkside Financial Bank & Trust
2,470$92.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Grove Bank & Trust
1,000$37.4K0.0%ETFLowMiami, FL2026-10-08
Compass Financial Management LLC
868$32.4K0.0%CoreN/ATampa, FL2026-10-30
Capital Advisors, Ltd. LLC
817$310.0%ETFLowShaker Heights, OH2026-10-27
Lanark Financial, Inc.
485$18.1K0.0%CoreMediumBirmingham, AL2026-10-26
Spire Wealth Management
439$16.4K0.0%GrowthMediumMclean, VA2026-10-30
Assetmark, Inc
344$12.9K0.0%ETFLowConcord, CA2026-10-21
CoreCap Advisors, LLC
300$11.2K0.0%ETFMediumSouthfield, MI2026-10-08
Mcdonald Partners LLC
278$10.4K0.0%CoreLowCleveland, OH2026-11-03
Arlington Trust Co LLC
277$10.4K0.0%ETFMediumBirmingham, AL2026-10-20
TD Private Client Wealth LLC
264$9.9K0.0%ETFLowNew York, NY2026-10-28
First Bancorp, Inc
219$8.2K0.0%ValueVery LowDamariscotta, ME2026-10-26
Nova Financial LLC
203$7.6K0.0%N/AN/ATucson, AZ2026-11-04
EverSource Wealth Advisors, LLC
150$5.6K0.0%CoreMediumBirmingham, AL2026-11-04
Buck Wealth Strategies, LLC
145$5.4K0.0%ValueMediumDenver, CO2026-10-28
Financial Management Professionals, Inc.
136$5.1K0.0%ETFMediumAustin, TX2026-10-23
Gamma Investing LLC
121$4.5K0.0%IndexVery LowFoster City, CA2026-10-08
Rakuten Securities, Inc.
117$4.4K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
GK Wealth Management LLC
101$3.8K0.0%GARPVery HighReno, NV2026-10-09
First Horizon Corp
98$3.7K0.0%CoreLowMemphis, TN2026-10-26
Roxbury Financial LLC
64$2.4K0.0%CoreVery LowMount Arlington, NJ2026-10-01
City Holding Co
15$5600.0%CoreLowCharleston, WV2026-10-19
Reap Financial Group, LLC
10$3740.0%ETFLowAustin, TX2026-11-02