Hess Midstream LP Class AHESM
13F holders, Q1 2025 (March 31)274holders +4
43new positions
38sold out
4famous investors
$42.40avg. 13F price*
At the end of Q1 2025, 274 institutions reported holding Hess Midstream LP Class A (HESM) in their 13F filings, up 4 from Q4 2024. 43 opened new positions and 38 sold out. The largest holders were Alps Advisors Inc. ($1.1B), Tortoise Capital Advisors, L.L.C. ($309.9M) and Goldman Sachs Group Inc. ($305.9M). 4 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Hess Midstream LP Class A
- CUSIP
- 428103105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $65.4M |
| Exits | 38 | $98.5M |
All 13F filers, Q4 2024 → Q1 2025: 21,902,824 shares bought and 9,107,087 shares sold, net +12,795,737 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 274 holders
| Alps Advisors Inc. | 6.46% | Add +31.1% | 26,356,221 | $1.1B |
| Tortoise Capital Advisors, L.L.C. | 3.75% | Reduce -3.4% | 7,326,845 | $309.9M |
| Goldman Sachs Group Inc. | 0.06% | Add +10.0% | 7,233,773 | $305.9M |
| Blackstone Inc. | 1.14% | Add +230.1% | 6,170,253 | $260.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.50% | Add +9.8% | 5,503,752 | $232.8M |
| Invesco Ltd. | 0.03% | Reduce -2.2% | 4,001,778 | $169.2M |
| TD Asset Management Inc | 0.12% | Reduce -5.4% | 3,148,262 | $133.1M |
| Epoch Investment Partners, Inc. | 0.69% | Reduce -5.3% | 3,135,411 | $132.6M |
| Kayne Anderson Capital Advisors LP | 2.71% | Add +10.6% | 2,885,110 | $122.0M |
| Artemis Investment Management LLP | 1.28% | Add +131.4% | 1,969,448 | $83.3M |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 4.76% | Add +41.0% | 1,825,485 | $77.2M |
| UBS Group AG | 0.02% | Reduce -17.6% | 1,736,029 | $73.4M |
| Clearbridge Investments, LLC | 0.06% | Reduce -3.2% | 1,695,705 | $71.7M |
| Infrastructure Capital Advisors, LLC | 12.19% | Add +118.6% | 1,333,688 | $71.4M |
| JPMorgan Chase & Co. | 0.01% | Add +455.1% | 1,640,438 | $69.4M |
| CI Investments Inc. | 0.29% | Reduce -0.5% | 1,603,800 | $67.8M |
| Eagle Global Advisors LLC | 2.78% | Add +26.1% | 1,596,165 | $67.5M |
| Miller Howard Investments Inc. | 1.75% | Add +53.5% | 1,299,294 | $54.9M |
| Morgan Stanley | 0.00% | Reduce -26.3% | 1,293,162 | $54.7M |
| Renaissance Technologies | 0.07% | Reduce -2.5% | 1,106,495 | $46.8M |
| Westwood Holdings Group Inc. | 0.35% | Reduce -21.1% | 1,089,562 | $46.1M |
| Energy Income Partners, LLC | 0.87% | Add +0.3% | 1,073,469 | $45.4M |
| Bank of New York Mellon Corp | 0.01% | Add +9.7% | 1,003,049 | $42.4M |
| BlackRock, Inc. | 0.00% | Add +4.3% | 866,442 | $36.6M |
| Brookfield Corp | 0.05% | Reduce -32.2% | 861,823 | $36.4M |
| Zimmer Partners, LP | 0.63% | Add +16.4% | 736,240 | $31.1M |
| Vanguard Group Inc. | 0.00% | Add +6.2% | 706,507 | $29.9M |
| Allianz Asset Management GmbH | 0.04% | New | 700,865 | $29.6M |
| First Trust Advisors LP | 0.03% | Add +10.5% | 672,655 | $28.4M |
| Qube Research & Technologies Ltd | 0.04% | Add +6310.2% | 647,495 | $27.4M |
| Jennison Associates LLC | 0.02% | Add +2.0% | 599,009 | $25.3M |
| Schroder Investment Management Group | 0.02% | Add +45.5% | 579,771 | $24.6M |
| Barclays PLC | 0.01% | Add +9.4% | 530,578 | $22.4M |
| Balyasny Asset Management L.P. | 0.05% | Add +47.7% | 432,151 | $18.3M |
| State Street Corp. | 0.00% | Add +18.6% | 423,434 | $17.9M |
| Tudor Investment Corporation | 0.16% | Add +2.7% | 422,606 | $17.9M |
| Raymond James Financial Inc. | 0.01% | Add +5.9% | 371,011 | $15.7M |
| FMR LLC | 0.00% | Reduce -29.8% | 360,558 | $15.2M |
| Financial Sense Advisors, Inc. | 4.26% | Add +151.8% | 352,067 | $14.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Add +55.8% | 351,800 | $14.9M |
| Longfellow Investment Management Co. LLC | 3.57% | No change | 345,764 | $14.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.06% | Reduce -15.4% | 340,828 | $14.4M |
| Mackenzie Financial Corp. | 0.02% | Add +169.3% | 331,643 | $14.0M |
| Cooper Investors PTY Ltd. | 2.24% | Reduce -12.1% | 325,921 | $13.8M |
| Algert Global LLC | 0.34% | Add +31.0% | 325,371 | $13.8M |
| American Century Companies Inc. | 0.01% | Add +27.8% | 306,851 | $13.0M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -43.5% | 356,364 | $12.6M |
| Neuberger Berman Group LLC | 0.01% | Add +1.4% | 293,527 | $12.4M |
| Wells Fargo & Company | 0.00% | Add +0.8% | 288,850 | $12.2M |
| Nordea Investment Management AB | 0.01% | Add +4.2% | 282,553 | $12.0M |
| Northern Trust Corp. | 0.00% | Add +223.6% | 276,809 | $11.7M |
| Millennium Management | 0.01% | Reduce -71.9% | 273,561 | $11.6M |
| Burkehill Global Management, LP | 0.79% | New | 250,000 | $10.6M |
| Tokio Marine Asset Management Co. Ltd. | 0.36% | No change | 237,276 | $10.0M |
| Fractal Investments LLC | 1.38% | No change | 235,247 | $9.9M |
| Verition Fund Management LLC | 0.06% | Add +245.3% | 228,307 | $9.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +20.2% | 224,741 | $9.5M |
| Swiss National Bank | 0.01% | Add +8.9% | 222,900 | $9.4M |
| Bank of America Corp. | 0.00% | Reduce -16.5% | 217,295 | $9.2M |
| Catalyst Capital Advisors LLC | 0.18% | Add +6.5% | 207,931 | $8.8M |
| Two Sigma Investments, LP | 0.02% | Add +207.9% | 204,994 | $8.7M |
| MML Investors Services, LLC | 0.03% | Add +150.1% | 203,666 | $8.6M |
| Kercheville Advisors, LLC | 3.43% | Add +0.5% | 198,769 | $8.4M |
| Susquehanna Fundamental Investments, LLC | 0.14% | Add +61.4% | 197,515 | $8.4M |
| LPL Financial LLC | 0.00% | Add +0.4% | 195,428 | $8.3M |
| Quantbot Technologies LP | 0.25% | Add +55.6% | 189,188 | $8.0M |
| Trexquant Investment LP | 0.09% | Reduce -21.4% | 176,031 | $7.4M |
| Jump Financial, LLC | 0.10% | Add +647.8% | 156,302 | $6.6M |
| Spirit of America Management Corp. | 1.32% | No change | 153,837 | $6.5M |
| Engineers Gate Manager LP | 0.11% | Add +160.3% | 153,394 | $6.5M |
| Stokes Capital Advisors, LLC | 1.61% | Add +0.8% | 149,974 | $6.3M |
| GoodHaven Capital Management, LLC | 1.95% | Reduce -5.4% | 134,375 | $5.7M |
| Royal Bank of Canada | 0.00% | Add +33.7% | 129,902 | $5.5M |
| Exchange Traded Concepts, LLC | 0.10% | Add +9.8% | 126,643 | $5.4M |
| State of Wisconsin Investment Board | 0.01% | Add +1.3% | 118,186 | $5.0M |
| Legal & General Group Plc | 0.00% | Add +10.1% | 117,267 | $5.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -34.2% | 116,871 | $4.9M |
| Stephens Inc. | 0.07% | Add +7.8% | 111,214 | $4.7M |
| ING Groep NV | 0.03% | No change | 109,000 | $4.6M |
| Heronetta Management, L.P. | 2.38% | Reduce -1.4% | 102,955 | $4.4M |
| Sanctuary Advisors, LLC | 0.03% | Add +386.8% | 99,979 | $4.2M |
| California State Teachers Retirement System | 0.01% | Add +10.8% | 99,336 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Add +3.4% | 98,625 | $4.2M |
| Maryland State Retirement & Pension System | 0.10% | Add +13.5% | 97,602 | $4.1M |
| Two Sigma Advisers, LP | 0.01% | Add +341.4% | 97,100 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.5% | 93,097 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -24.0% | 91,358 | $3.9M |
| Chickasaw Capital Management LLC | 0.14% | Add +866.7% | 87,000 | $3.7M |
| Aster Capital Management (DIFC) Ltd | 0.68% | New | 88,140 | $3.7M |
| Pinnacle Holdings, LLC | 1.57% | Reduce -1.1% | 84,027 | $3.6M |
| Westover Capital Advisors, LLC | 0.79% | Add +1.5% | 83,772 | $3.5M |
| Advisors Asset Management, Inc. | 0.06% | Add +11.1% | 80,750 | $3.4M |
| Jain Global LLC | 0.07% | Reduce -40.1% | 77,238 | $3.3M |
| Texas Yale Capital Corp. | 0.13% | Add +20.1% | 74,000 | $3.1M |
| BNP Paribas Financial Markets | 0.00% | Add +177.6% | 73,227 | $3.1M |
| Castellan Group | 0.86% | Reduce -25.8% | 72,813 | $3.1M |
| Nebula Research & Development LLC | 0.28% | Reduce -2.6% | 72,160 | $3.1M |
| GraniteShares Advisors LLC | 1.90% | Add +6.5% | 70,626 | $3.0M |
| Empowered Funds, LLC | 0.04% | Reduce -17.8% | 66,762 | $2.8M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +33.4% | 65,966 | $2.8M |
| Naples Global Advisors, LLC | 0.26% | Add +1.6% | 65,225 | $2.8M |
| Fort Washington Investment Advisors Inc. | 0.02% | Add +934.7% | 65,145 | $2.8M |
| Point72 Asset Management | 0.01% | Add +35.6% | 61,685 | $2.6M |
| Twinbeech Capital LP | 0.05% | New | 61,146 | $2.6M |
| Pacer Advisors, Inc. | 0.01% | Add +16.2% | 58,844 | $2.5M |
| Camarda Financial Advisors, LLC | 1.11% | Reduce -1.1% | 58,425 | $2.5M |
| Mariner, LLC | 0.00% | Reduce -1.4% | 54,359 | $2.3M |
| Janus Henderson Group PLC | 0.00% | Add +13.3% | 51,104 | $2.2M |
| Aventail Capital Group, LP | 0.10% | Reduce -83.3% | 50,000 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 47,742 | $2.0M |
| Illinois Municipal Retirement Fund | 0.03% | No change | 47,619 | $2.0M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +1.5% | 47,133 | $2.0M |
| Castleark Management LLC | 0.06% | Reduce -14.8% | 43,965 | $1.9M |
| Caption Management, LLC | 0.08% | New | 42,694 | $1.8M |
| CFM Wealth Partners LLC | 0.32% | No change | 42,260 | $1.8M |
| Bramshill Investments, LLC | 0.18% | Reduce -3.4% | 41,572 | $1.8M |
| TD Waterhouse Canada Inc. | 0.01% | Add +2.5% | 41,318 | $1.7M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -21.1% | 40,679 | $1.7M |
| Cubist Systematic Strategies, LLC | 0.02% | Add +960.1% | 39,034 | $1.7M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -11.3% | 36,900 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +8.4% | 36,762 | $1.6M |
| Alberta Investment Management Corp | 0.01% | New | 35,600 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +33.5% | 34,997 | $1.5M |
| Glenmede Trust Co. NA | 0.01% | No change | 34,700 | $1.5M |
| Dividend Assets Capital, LLC | 0.28% | Add +37.6% | 34,569 | $1.5M |
| Zurich Insurance Group Ltd | 0.01% | No change | 33,900 | $1.4M |
| Arizona State Retirement System | 0.01% | Add +9.3% | 33,007 | $1.4M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -26.2% | 31,946 | $1.4M |
| Atria Investments, Inc | 0.02% | New | 31,493 | $1.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | — | 30,093 | $1.3M |
| Van Eck Associates Corp. | 0.00% | Add +24.5% | 29,538 | $1.2M |
| A. D. Beadell Investment Counsel, Inc. | 1.04% | No change | 29,460 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +30.9% | 28,189 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +51.0% | 27,887 | $1.2M |
| Lanark Financial, Inc. | 0.10% | — | 27,879 | $1.2M |
| Lazard Asset Management LLC | 0.00% | Add +81.0% | 27,176 | $1.1M |
| Natixis | 0.01% | Add +5.5% | 26,952 | $1.1M |
| Leisure Capital Management | 0.46% | Add +2.0% | 26,681 | $1.1M |
| Kesler, Norman & Wride, LLC | 0.21% | Add +14.7% | 26,266 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | New | 24,206 | $1.0M |
| Elo Mutual Pension Insurance Co | 0.02% | New | 23,089 | $976K |
| Penbrook Management LLC | 0.74% | Reduce -13.5% | 23,030 | $974K |
| Basso Capital Management, L.P. | 0.83% | No change | 23,000 | $973K |
| Susquehanna Portfolio Strategies, LLC | 0.41% | New | 22,500 | $952K |
| American Financial Group Inc. | 0.40% | No change | 21,500 | $909K |
| M&T Bank Corp | 0.00% | Reduce -28.3% | 21,500 | $909K |
| Guggenheim Capital LLC | 0.01% | Add +4.0% | 21,238 | $898K |
| Argyle Capital Partners, LLC | 0.75% | Reduce -6.1% | 20,668 | $874K |
| apricus wealth, LLC | 0.50% | Add +6.8% | 19,750 | $835K |
| Virtu Financial LLC | 0.04% | New | 19,468 | $823K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +3.2% | 19,215 | $813K |
| Russell Investments Group, Ltd. | 0.00% | Add +64.2% | 17,796 | $753K |
| Duff & Phelps Investment Management Co. | 0.01% | Reduce -17.1% | 16,929 | $716K |
| ELCO Management Co., LLC | 0.39% | Reduce -28.1% | 16,777 | $709K |
| Evergreen Capital Management LLC | 0.02% | No change | 16,760 | $709K |
| Teacher Retirement System of Texas | 0.00% | New | 16,721 | $707K |
| Voleon Capital Management LP | 0.05% | Add +132.7% | 16,478 | $697K |
| Stifel Financial Corp. | 0.00% | Add +26.2% | 16,209 | $685K |
| Wealthstar Advisors, LLC | 0.31% | New | 15,833 | $670K |
| Corps Capital Advisors, LLC | 0.67% | No change | 15,000 | $634K |
| Aigen Investment Management, LP | 0.10% | New | 14,942 | $632K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -10.1% | 14,847 | $628K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.1% | 14,540 | $615K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +22.4% | 14,507 | $614K |
| McIlrath & Eck, LLC | 0.07% | Add +9.8% | 14,124 | $597K |
| Wbi Investments, LLC | 0.15% | Reduce -25.1% | 13,707 | $580K |
| Lindbrook Capital, LLC | 0.05% | Reduce -40.5% | 13,638 | $577K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 13,150 | $557K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 12,920 | $546K |
| Kaizen Financial Strategies | 0.31% | Add +1.4% | 12,591 | $532K |
| GM Advisory Group, LLC | 0.03% | No change | 12,500 | $529K |
| Aquatic Capital Management LLC | 0.01% | Reduce -66.8% | 11,735 | $496K |
| Petrus Trust Company, LTA | 0.05% | Reduce -37.5% | 11,491 | $486K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -35.5% | 11,479 | $485K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -67.2% | 11,429 | $483K |
| Caprock Group, LLC | 0.01% | Add +28.8% | 11,275 | $477K |
| Investment Management Corp. /Va/ | 0.43% | Add +32.5% | 11,269 | $477K |
| Turtle Creek Wealth Advisors, LLC | 0.07% | New | 11,151 | $472K |
| Deutsche Bank AG | 0.00% | Reduce -99.2% | 10,979 | $464K |
| Citigroup Inc. | 0.00% | Add +35.7% | 10,952 | $463K |
| Pictet Asset Management Holding SA | 0.00% | New | 10,814 | $457K |
| Krane Funds Advisors LLC | 0.01% | Reduce -14.8% | 10,588 | $448K |
| F&V Capital Management, LLC | 0.12% | No change | 10,500 | $444K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +658.8% | 10,084 | $426K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 10,000 | $423K |
| Corient Private Wealth LP | 0.00% | Add +5.0% | 9,624 | $407K |
| Navellier & Associates Inc. | 0.06% | Add +62.5% | 11,020 | $406K |
| Mark Sheptoff Financial Planning, LLC | 0.22% | Add +22.6% | 9,495 | $402K |
| Apollon Wealth Management, LLC | 0.01% | Add +26.8% | 9,308 | $394K |
| Americana Partners, LLC | 0.01% | Reduce -4.7% | 9,087 | $384K |
| Hardy Reed LLC | 0.03% | No change | 8,990 | $380K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 9,858 | $356K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -4.8% | 8,367 | $354K |
| Aristeia Capital, L.L.C. | 0.02% | New | 8,186 | $346K |
| NFSG Corp | 0.08% | Reduce -11.4% | 8,095 | $342K |
| Mgo One Seven LLC | 0.01% | Reduce -35.9% | 8,006 | $339K |
| Snowden Capital Advisors LLC | 0.01% | Add +2.7% | 7,994 | $338K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +15.7% | 7,943 | $336K |
| Creative Planning | 0.00% | Add +8.1% | 7,770 | $329K |
| ProShare Advisors LLC | 0.00% | Reduce -3.0% | 7,694 | $325K |
| Fayez Sarofim & Co | 0.00% | New | 7,650 | $324K |
| Palo Duro Investment Partners, LP | 0.10% | Add +27.3% | 7,555 | $320K |
| Penserra Capital Management LLC | 0.01% | New | 7,559 | $319K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 7,500 | $317K |
| Stablepoint Partners, LLC | 0.06% | No change | 7,390 | $313K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -95.6% | 7,292 | $308K |
| Tidal Investments LLC | 0.00% | New | 7,285 | $308K |
| Cibc World Market Inc. | 0.00% | Reduce -9.7% | 6,976 | $295K |
| Dynamic Technology Lab Private Ltd | 0.04% | Reduce -45.0% | 6,958 | $294K |
| Amundi | 0.00% | Reduce -21.9% | 6,967 | $286K |
| Granite Group Advisors, LLC | 0.20% | No change | 6,731 | $285K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -1.5% | 6,653 | $281K |
| &partners | 0.00% | New | 6,434 | $273K |
| Kingsview Wealth Management, LLC | 0.01% | New | 6,302 | $267K |
| South Street Advisors LLC | 0.04% | No change | 6,250 | $264K |
| Ameriprise Financial Inc. | 0.00% | New | 6,248 | $264K |
| Lee Financial Co | 0.04% | Reduce -53.8% | 6,180 | $261K |
| Squarepoint Ops LLC | 0.00% | New | 6,132 | $259K |
| Baldwin Wealth Partners LLC | 0.02% | New | 6,000 | $254K |
| PGIM Custom Harvest LLC | 0.01% | No change | 6,000 | $254K |
| Independent Financial Group, LLC | 0.01% | Reduce -28.1% | 5,901 | $250K |
| First Manhattan Co. Llc. | 0.00% | Reduce -41.2% | 5,800 | $245K |
| Entropy Technologies, LP | 0.02% | Reduce -80.9% | 5,678 | $240K |
| NewEdge Advisors, LLC | 0.00% | New | 5,561 | $235K |
| SG Americas Securities, LLC | 0.00% | Reduce -96.7% | 5,459 | $231K |
| Avantax Advisory Services, Inc. | 0.00% | New | 5,406 | $229K |
| Oppenheimer & Co. Inc. | 0.00% | New | 5,350 | $226K |
| Seelaus Asset Management LLC | 0.22% | Reduce -8.6% | 5,300 | $224K |
| FORA Capital, LLC | 0.02% | New | 5,223 | $221K |
| KBC Group NV | 0.00% | Add +2.3% | 5,164 | $218K |
| Capital Investment Advisors, LLC | 0.00% | New | 5,137 | $217K |
| Blair William & Co. | 0.00% | New | 5,100 | $216K |
| Keystone Wealth Services, LLC | 0.06% | New | 5,000 | $211K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,986 | $211K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -15.5% | 4,970 | $210K |
| AlphaQuest LLC | 0.02% | Reduce -90.3% | 4,958 | $210K |
| Susquehanna International Group, LLP | 0.00% | Reduce -98.7% | 4,954 | $210K |
| PFG Investments, LLC | 0.01% | New | 4,779 | $202K |
| Geode Capital Management, LLC | 0.00% | New | 4,752 | $201K |
| Game Creek Capital, LP | 0.13% | New | 4,750 | $201K |
| Virtus Investment Advisers, LLC | 0.05% | New | 4,141 | $175K |
| Comerica Bank | 0.00% | Reduce -2.8% | 4,121 | $174K |
| IFP Advisors, Inc | 0.00% | Add +20.0% | 3,520 | $149K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -28.2% | 2,744 | $116K |
| Huntington National Bank | 0.00% | No change | 2,501 | $106K |
| Parkside Financial Bank & Trust | 0.01% | No change | 2,267 | $96K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,100 | $89K |
| US Bancorp \de | 0.00% | No change | 2,010 | $85K |
| Tompkins Financial Corp. | 0.01% | No change | 2,000 | $85K |
| FSC Wealth Advisors, LLC | 0.04% | New | 1,383 | $58K |
| CENTRAL TRUST Co | 0.00% | Add +5.4% | 1,145 | $48K |
| Farther Finance Advisors, LLC | 0.00% | Add +840.2% | 1,053 | $45K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 817 | $35K |
| Hexagon Capital Partners LLC | 0.01% | Add +4.1% | 814 | $34K |
| Caitong International Asset Management Co., Ltd | 0.02% | New | 725 | $31K |
| Jones Financial Companies LLLP | 0.00% | Add +27.5% | 705 | $30K |
| MAI Capital Management | 0.00% | No change | 690 | $29K |
| TD Private Client Wealth LLC | 0.00% | Reduce -25.5% | 589 | $25K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 558 | $24K |
| Nova Wealth Management, Inc. | 0.02% | No change | 525 | $22K |
| Point72 Hong Kong Ltd | 0.00% | New | 499 | $21K |
| Darwin Wealth Management, LLC | 0.01% | No change | 448 | $17K |
| Spire Wealth Management | 0.00% | Add +1.6% | 390 | $17K |
| Quadrant Capital Group LLC | 0.00% | No change | 328 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.9% | 325 | $14K |
| CoreCap Advisors, LLC | 0.00% | No change | 300 | $13K |
| GAMMA Investing LLC | 0.00% | Add +16.1% | 274 | $12K |
| Mather Group, Llc. | 0.00% | No change | 213 | $9K |
| Allworth Financial LP | 0.00% | Add +1.4% | 150 | $6K |
| Principal Securities, Inc. | 0.00% | No change | 125 | $5K |
| Avion Wealth | 0.00% | No change | 100 | $3K |
| Coldstream Capital Management Inc. | 0.00% | New | 35 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 22 | $931 |
| Sound Income Strategies, LLC | 0.00% | No change | 20 | $846 |
"% of holder's portfolio" is HESM's weight in each manager's 13F, not the share of Hess Midstream LP Class A the manager owns.