Hess Midstream LP Class AHESM
13F holders, Q2 2026 (June 30)285holders −5
35new positions
35sold out
5famous investors
$37.60avg. 13F price*
At the end of Q2 2026, 285 institutions reported holding Hess Midstream LP Class A (HESM) in their 13F filings, down 5 from Q1 2026. 35 opened new positions and 35 sold out. The largest holders were Alps Advisors Inc. ($1.1B), Goldman Sachs Group Inc. ($315.4M) and Invesco Ltd. ($283.4M). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Hess Midstream LP Class A
- CUSIP
- 428103105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $31.0M |
| Exits | 35 | $79.8M |
All 13F filers, Q1 2026 → Q2 2026: 10,428,013 shares bought and 11,921,637 shares sold, net −1,493,624 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 285 holders
| Alps Advisors Inc. | 5.16% | Reduce -5.3% | 29,254,074 | $1.1B |
| Goldman Sachs Group Inc. | 0.03% | Add +5.5% | 8,389,537 | $315.4M |
| Invesco Ltd. | 0.02% | Add +4.9% | 7,535,978 | $283.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.32% | Reduce -0.1% | 7,055,800 | $265.3M |
| Blackstone Inc. | 0.72% | Reduce -25.5% | 5,786,130 | $217.6M |
| Bank of New York Mellon Corp | 0.03% | Add +25.8% | 4,720,992 | $177.5M |
| Tortoise Capital Advisors, L.L.C. | 1.62% | Reduce -5.2% | 4,236,214 | $159.3M |
| Neuberger Berman Group LLC | 0.07% | Add +35.2% | 2,671,592 | $100.4M |
| TD Asset Management Inc | 0.06% | Reduce -9.8% | 1,984,203 | $74.6M |
| UBS Group AG | 0.01% | Add +0.5% | 1,974,398 | $74.2M |
| Epoch Investment Partners, Inc. | 0.42% | Reduce -6.5% | 1,945,456 | $73.1M |
| JPMorgan Chase & Co. | 0.00% | Add +3.6% | 1,906,588 | $71.2M |
| Two Sigma Investments, LP | 0.05% | Add +717.3% | 1,674,699 | $63.0M |
| Adage Capital Partners Gp, L.L.C. | 0.08% | Add +49.8% | 1,610,000 | $60.5M |
| Miller Howard Investments Inc. | 1.55% | Add +4.4% | 1,558,131 | $58.6M |
| CI Investments Inc. | 0.16% | Reduce -17.1% | 1,285,671 | $48.3M |
| FMR LLC | 0.00% | Reduce -30.2% | 1,206,735 | $45.4M |
| Westwood Holdings Group Inc. | 0.33% | Reduce -10.8% | 1,170,092 | $44.0M |
| Morgan Stanley | 0.00% | Reduce -32.1% | 1,167,570 | $43.9M |
| Fractal Investments LLC | 5.03% | Reduce -2.1% | 1,160,420 | $43.6M |
| Lazard Asset Management LLC | 0.06% | Add +3.9% | 1,110,853 | $41.8M |
| Zimmer Partners, LP | 0.89% | Add +232.8% | 997,643 | $37.5M |
| American Century Companies Inc. | 0.02% | Add +19.3% | 961,849 | $36.2M |
| Clearbridge Investments, LLC | 0.03% | Reduce -44.0% | 956,243 | $36.0M |
| BlackRock, Inc. | 0.00% | Reduce -0.6% | 887,083 | $33.4M |
| Qube Research & Technologies Ltd | 0.04% | Add +204.6% | 871,091 | $32.8M |
| Eagle Global Advisors LLC | 1.07% | Add +0.1% | 858,576 | $32.3M |
| First Trust Advisors LP | 0.02% | Reduce -11.4% | 849,868 | $32.0M |
| Barclays PLC | 0.01% | Add +11.6% | 794,850 | $29.9M |
| Millennium Management | 0.02% | Add +424.9% | 776,769 | $29.2M |
| Vanguard Portfolio Management LLC | 0.00% | Reduce -4.3% | 694,579 | $26.1M |
| Tudor Investment Corporation | 0.10% | Reduce -14.2% | 654,959 | $24.6M |
| Infrastructure Capital Advisors, LLC | 3.10% | Reduce -9.6% | 604,561 | $22.7M |
| Longfellow Investment Management Co. LLC | 4.38% | No change | 570,158 | $21.4M |
| CIBC Bancorp USA Inc. | 0.03% | Reduce -29.3% | 551,090 | $20.7M |
| Raymond James Financial Inc. | 0.01% | Add +20.1% | 537,351 | $20.2M |
| Renaissance Technologies | 0.03% | Add +40.1% | 497,700 | $18.7M |
| Bank of America Corp. | 0.00% | Add +38.7% | 446,037 | $16.8M |
| Kayne Anderson Capital Advisors LP | 0.30% | Reduce -72.8% | 411,563 | $15.5M |
| Algert Global LLC | 0.17% | Add +362.1% | 377,010 | $14.2M |
| State Street Corp. | 0.00% | Add +38.0% | 365,577 | $13.7M |
| Jennison Associates LLC | 0.01% | Reduce -1.9% | 360,782 | $13.6M |
| SG Americas Securities, LLC | 0.01% | Add +853.1% | 357,166 | $13.4M |
| HRT Financial LP | 0.02% | Add +1106.8% | 353,787 | $13.3M |
| NEOS Investment Management LLC | 0.05% | Add +42.5% | 325,566 | $12.2M |
| Susquehanna Portfolio Strategies, LLC | 0.17% | Add +224.9% | 275,828 | $10.4M |
| Allianz Asset Management GmbH | 0.01% | Reduce -36.0% | 266,238 | $10.0M |
| Jane Street Group, LLC | 0.01% | Add +3949.6% | 260,797 | $9.8M |
| Swiss National Bank | 0.00% | Add +1.4% | 246,700 | $9.3M |
| LPL Financial LLC | 0.00% | Add +17.5% | 240,412 | $9.0M |
| Nordea Investment Management AB | 0.01% | Add +1.3% | 235,854 | $8.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.1% | 220,875 | $8.3M |
| State of Wisconsin Investment Board | 0.02% | Reduce -7.3% | 212,140 | $8.0M |
| Royal Bank of Canada | 0.00% | Reduce -18.9% | 193,600 | $7.3M |
| Exchange Traded Concepts, LLC | 0.03% | Reduce -3.8% | 187,694 | $7.1M |
| Stifel Financial Corp. | 0.01% | Add +10.0% | 186,117 | $7.0M |
| Americana Partners, LLC | 0.15% | No change | 178,028 | $6.7M |
| Citadel Advisors | 0.00% | Reduce -35.4% | 177,924 | $6.7M |
| Advisors Asset Management, Inc. | 0.09% | Add +2.3% | 159,390 | $6.0M |
| Wells Fargo & Company | 0.00% | Reduce -8.8% | 156,564 | $5.9M |
| Catalyst Capital Advisors LLC | 0.10% | Add +8.9% | 156,351 | $5.9M |
| Bridgewater Associates | 0.02% | Add +224.6% | 149,973 | $5.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.8% | 147,778 | $5.6M |
| Financial Sense Advisors, Inc. | 1.19% | Add +0.1% | 145,354 | $5.5M |
| California State Teachers Retirement System | 0.00% | Add +4.5% | 141,250 | $5.3M |
| ExodusPoint Capital Management, LP | 0.05% | New | 137,788 | $5.2M |
| Evergreen Capital Management LLC | 0.09% | Add +1.4% | 134,927 | $5.1M |
| GoodHaven Capital Management, LLC | 1.61% | Reduce -0.4% | 133,735 | $5.0M |
| Nuveen, LLC | 0.00% | Add +1134.7% | 126,700 | $4.8M |
| Maryland State Retirement & Pension System | 0.08% | Add +4.2% | 120,868 | $4.5M |
| Schroder Investment Management Group | 0.00% | Reduce -5.3% | 117,513 | $4.4M |
| Castellan Group | 0.47% | Add +14.3% | 113,021 | $4.2M |
| HITE Hedge Asset Management LLC | 0.23% | New | 111,963 | $4.2M |
| HSBC Holdings PLC | 0.00% | New | 109,596 | $4.1M |
| Legal & General Group Plc | 0.00% | Add +0.7% | 108,105 | $4.1M |
| Squarepoint Ops LLC | 0.01% | Add +419.8% | 106,871 | $4.0M |
| Trexquant Investment LP | 0.02% | New | 103,789 | $3.9M |
| Balyasny Asset Management L.P. | 0.01% | Add +1562.2% | 101,258 | $3.8M |
| Northern Trust Corp. | 0.00% | Reduce -2.0% | 98,668 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +12.4% | 98,638 | $3.7M |
| Westover Capital Advisors, LLC | 0.61% | Add +1.0% | 96,913 | $3.6M |
| Holocene Advisors, LP | 0.01% | Add +2.5% | 92,640 | $3.5M |
| Heronetta Management, L.P. | 3.19% | No change | 92,505 | $3.5M |
| Treasurer of the State of North Carolina | 0.01% | New | 92,411 | $3.5M |
| Pinnacle Holdings, LLC | 1.11% | Reduce -1.1% | 89,460 | $3.4M |
| Spirit of America Management Corp. | 0.63% | Reduce -11.5% | 88,337 | $3.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +4.9% | 86,823 | $3.3M |
| Citigroup Inc. | 0.00% | Add +394.3% | 84,484 | $3.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.5% | 82,818 | $3.1M |
| Abacus FCF Advisors LLC | 0.56% | Add +1.6% | 81,071 | $3.0M |
| Inspire Investing, LLC | 0.12% | Reduce -5.3% | 80,829 | $3.0M |
| Brookfield Corp | 0.00% | Reduce -88.8% | 80,544 | $3.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +18.3% | 79,334 | $3.0M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Reduce -28.6% | 77,286 | $2.9M |
| LGT Fund Management Co Ltd. | 0.12% | Add +36.4% | 76,883 | $2.9M |
| Readystate Asset Management LP | 0.19% | No change | 75,405 | $2.8M |
| Naples Global Advisors, LLC | 0.17% | Add +1.1% | 71,116 | $2.7M |
| Texas Yale Capital Corp. | 0.06% | Add +1.2% | 67,400 | $2.5M |
| Ameriprise Financial Inc. | 0.00% | Add +2.5% | 65,817 | $2.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -33.6% | 64,337 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Add +21.9% | 61,670 | $2.3M |
| Paralel Advisors LLC | 0.09% | New | 59,361 | $2.2M |
| Jupiter Topco LLC | 0.00% | — | 56,416 | $2.1M |
| Gsa Capital Partners LLP | 0.13% | Add +215.4% | 56,146 | $2.1M |
| Mariner, LLC | 0.00% | Add +0.5% | 55,455 | $2.1M |
| Man Group plc | 0.00% | Reduce -56.5% | 55,207 | $2.1M |
| Elo Mutual Pension Insurance Co | 0.03% | Reduce -6.3% | 54,601 | $2.1M |
| Mackenzie Financial Corp. | 0.00% | Reduce -21.5% | 53,651 | $2.0M |
| Arax Advisory Partners | 0.01% | Add +157570.6% | 53,608 | $2.0M |
| Bridges Investment Management Inc. | 0.02% | No change | 51,380 | $1.9M |
| Gilman Hill Asset Management, LLC | 0.27% | Add +8.9% | 50,855 | $1.9M |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +45.7% | 49,826 | $1.9M |
| KLP Kapitalforvaltning As | 0.01% | No change | 49,400 | $1.9M |
| Amundi | 0.00% | Add +37.9% | 49,279 | $1.9M |
| Empowered Funds, LLC | 0.01% | Reduce -28.7% | 49,211 | $1.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +9.8% | 47,809 | $1.8M |
| PFG Investments, LLC | 0.07% | Add +6.7% | 44,667 | $1.7M |
| CFM Wealth Partners LLC | 0.20% | No change | 42,260 | $1.6M |
| XTX Topco Ltd | 0.02% | New | 42,258 | $1.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -30.1% | 41,885 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +13.1% | 41,674 | $1.6M |
| Pacer Advisors, Inc. | 0.00% | Reduce -5.5% | 37,120 | $1.4M |
| Bramshill Investments, LLC | 0.11% | Add +1.2% | 36,836 | $1.4M |
| Arizona State Retirement System | 0.01% | Add +0.4% | 33,921 | $1.3M |
| Cresset Asset Management, LLC | 0.00% | No change | 33,582 | $1.3M |
| Nomura Holdings Inc. | 0.01% | Reduce -80.8% | 31,958 | $1.2M |
| Quantbot Technologies LP | 0.05% | Reduce -78.4% | 31,642 | $1.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +5.4% | 31,405 | $1.2M |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 30,812 | $1.2M |
| Vestcor Inc | 0.03% | No change | 30,749 | $1.2M |
| Penbrook Management LLC | 0.72% | No change | 30,055 | $1.1M |
| OMERS ADMINISTRATION Corp | 0.01% | Add +8.8% | 29,602 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +4.4% | 29,167 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -47.0% | 28,140 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.3% | 28,731 | $1.1M |
| Guggenheim Capital LLC | 0.01% | Add +8.4% | 28,087 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -30.1% | 27,724 | $1.0M |
| Wbi Investments, LLC | 0.26% | Reduce -4.3% | 27,599 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +13.1% | 27,234 | $1.0M |
| Qsemble Capital Management, LP | 0.13% | New | 26,273 | $988K |
| US Bancorp \de | 0.00% | No change | 26,100 | $981K |
| Two Sigma Securities, LLC | 0.08% | New | 24,883 | $936K |
| Corps Capital Advisors, LLC | 0.74% | No change | 24,302 | $914K |
| Fidelis Capital Partners, LLC | 0.05% | No change | 24,000 | $902K |
| Entropy Technologies, LP | 0.03% | Add +172.4% | 23,340 | $878K |
| Argyle Capital Partners, LLC | 0.55% | Add +10.4% | 23,246 | $874K |
| American Financial Group Inc. | 0.29% | No change | 22,000 | $827K |
| Van Eck Associates Corp. | 0.00% | Reduce -38.8% | 21,908 | $824K |
| apricus wealth, LLC | 0.39% | No change | 21,500 | $808K |
| Adams Asset Advisors, LLC | 0.09% | No change | 20,550 | $773K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 19,993 | $752K |
| Glenmede Trust Co. NA | 0.00% | Add +64.0% | 19,850 | $746K |
| LGT Group Foundation | 0.01% | Add +52.5% | 19,810 | $745K |
| Curi Capital, LLC | 0.01% | No change | 19,649 | $739K |
| Twinbeech Capital LP | 0.13% | Add +78.0% | 18,809 | $707K |
| Castleark Management LLC | 0.02% | Reduce -35.8% | 18,795 | $707K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -11.2% | 18,233 | $686K |
| South Street Advisors LLC | 0.09% | Add +65.6% | 18,030 | $678K |
| HighTower Advisors, LLC | 0.00% | No change | 17,654 | $664K |
| Avior Wealth Management, LLC | 0.02% | No change | 17,225 | $648K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +0.1% | 16,973 | $638K |
| Wealthstar Advisors, LLC | 0.31% | Reduce -6.8% | 16,590 | $624K |
| Venturi Wealth Management, LLC | 0.02% | Add +2.5% | 15,849 | $596K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 15,460 | $580K |
| Stephens Inc. | 0.01% | Reduce -0.3% | 15,387 | $579K |
| Cerity Partners LLC | 0.00% | Add +28.3% | 15,282 | $575K |
| Gabelli Funds LLC | 0.00% | New | 15,000 | $564K |
| Teacher Retirement System of Texas | 0.00% | Add +66.6% | 14,705 | $553K |
| Deutsche Bank AG | 0.00% | Add +20.4% | 14,353 | $540K |
| BNP Paribas Financial Markets | 0.00% | Reduce -71.3% | 13,862 | $521K |
| Janney Montgomery Scott LLC | 0.00% | Add +7.4% | 13,381 | $503K |
| Laurion Capital Management LP | 0.04% | New | 13,351 | $502K |
| Cooper Investors PTY Ltd. | 0.23% | Reduce -51.3% | 13,223 | $497K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 12,920 | $486K |
| Caprock Group, LLC | 0.01% | Reduce -1.4% | 12,315 | $463K |
| Chickasaw Capital Management LLC | 0.02% | Reduce -48.8% | 12,000 | $451K |
| Fideuram Asset Management (Ireland) dac | 0.01% | New | 11,297 | $447K |
| ProShare Advisors LLC | 0.00% | Add +10.5% | 11,846 | $445K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 11,821 | $444K |
| Mgo One Seven LLC | 0.01% | Add +4.3% | 11,733 | $441K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.9% | 11,596 | $436K |
| Summit Financial, LLC | 0.00% | Add +28.4% | 11,271 | $424K |
| Navellier & Associates Inc. | 0.03% | No change | 11,180 | $420K |
| Stablepoint Partners, LLC | 0.06% | Add +3.9% | 10,925 | $411K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -37.5% | 10,552 | $397K |
| Palo Duro Investment Partners, LP | 0.07% | Add +3.6% | 10,309 | $388K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 9,858 | $387K |
| Dividend Assets Capital, LLC | 0.07% | Add +2.0% | 10,228 | $385K |
| Diversified Trust Co. | 0.01% | No change | 10,216 | $384K |
| Oxford Asset Management LLP | 0.19% | New | 10,095 | $380K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 10,071 | $379K |
| Abel Hall, LLC | 0.07% | No change | 10,000 | $376K |
| Focus Partners Wealth | 0.00% | Add +16.6% | 9,855 | $371K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -85.2% | 9,793 | $368K |
| Landscape Capital Management, L.L.C. | 0.02% | Reduce -77.4% | 9,642 | $363K |
| Game Creek Capital, LP | 0.15% | Reduce -55.8% | 9,400 | $353K |
| Aristeia Capital, L.L.C. | 0.01% | Add +14.4% | 9,384 | $353K |
| Independent Financial Group, LLC | 0.01% | Reduce -9.7% | 9,266 | $348K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -13.5% | 9,156 | $344K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +15.6% | 9,071 | $341K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 8,700 | $327K |
| Fiduciary Trust Co | 0.00% | Reduce -46.8% | 8,375 | $315K |
| Kestra Advisory Services, LLC | 0.00% | New | 8,334 | $313K |
| Kaizen Financial Strategies | 0.12% | Add +1.5% | 8,271 | $313K |
| Angeles Wealth Management, LLC | 0.01% | No change | 8,300 | $312K |
| Creative Planning | 0.00% | Add +17.0% | 8,250 | $310K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -2.4% | 8,241 | $310K |
| Virtu Financial LLC | 0.01% | Reduce -75.8% | 8,220 | $309K |
| Swiss Life Asset Management Ltd | 0.00% | Add +10.0% | 8,157 | $307K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 8,100 | $305K |
| Alpine Woods Capital Investors, LLC | 0.07% | Reduce -73.2% | 8,021 | $302K |
| Severin Investments, LLC | 0.23% | Reduce -41.9% | 7,995 | $301K |
| Tidal Investments LLC | 0.00% | Add +37.2% | 7,881 | $296K |
| Simplex Trading, LLC | 0.01% | New | 7,331 | $276K |
| SageGuard Financial Group, LLC | 0.04% | Add +1.0% | 7,294 | $274K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.15% | No change | 6,800 | $271K |
| Lee Financial Co | 0.03% | No change | 7,108 | $267K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | No change | 6,967 | $262K |
| Corient Private Wealth LP | 0.00% | New | 6,925 | $260K |
| Hardy Reed LLC | 0.02% | No change | 6,740 | $253K |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.6% | 6,659 | $250K |
| Farther Finance Advisors, LLC | 0.00% | Add +21.2% | 6,519 | $245K |
| Cascade Financial Partners, LLC | 0.02% | No change | 6,193 | $233K |
| PGIM Custom Harvest LLC | 0.00% | No change | 6,000 | $226K |
| Graham Capital Management, L.P. | 0.01% | New | 5,988 | $225K |
| DNB Asset Management AS | 0.00% | New | 5,985 | $225K |
| First Manhattan Co. Llc. | 0.00% | No change | 5,750 | $216K |
| Private Advisor Group, LLC | 0.00% | Add +10.6% | 5,697 | $214K |
| Arrow Investment Advisors, LLC | 0.20% | Add +6.7% | 5,594 | $210K |
| Atria Investments, Inc | 0.00% | New | 5,388 | $203K |
| Belpointe Asset Management LLC | 0.01% | Add +1.1% | 5,364 | $202K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -12.8% | 5,339 | $201K |
| Virtus Investment Advisers, LLC | 0.05% | Add +11.8% | 5,247 | $197K |
| KBC Group NV | 0.00% | No change | 4,700 | $177K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -11.2% | 3,402 | $128K |
| Caitong International Asset Management Co., Ltd | 0.02% | Add +19.0% | 3,318 | $125K |
| Fifth Third Bancorp | 0.00% | Reduce -16.9% | 2,848 | $107K |
| SBI Okasan Asset Management Co.Ltd. | 0.00% | No change | 2,800 | $105K |
| Parkside Financial Bank & Trust | 0.01% | No change | 2,470 | $93K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -18.3% | 2,450 | $92K |
| IFG Advisory, LLC | 0.00% | New | 2,368 | $89K |
| CENTRAL TRUST Co | 0.00% | No change | 2,165 | $81K |
| Nisa Investment Advisors, LLC | 0.00% | New | 1,243 | $47K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 1,150 | $43K |
| Grove Bank & Trust | 0.00% | New | 1,000 | $38K |
| MCF Advisors LLC | 0.00% | No change | 1,000 | $38K |
| Jones Financial Companies LLLP | 0.00% | Add +24.3% | 994 | $37K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 817 | $31K |
| Quent Capital, LLC | 0.00% | No change | 775 | $29K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -87.3% | 759 | $29K |
| Clearstead Advisors, LLC | 0.00% | Reduce -4.5% | 635 | $24K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.2% | 579 | $22K |
| Lanark Financial, Inc. | 0.00% | Reduce -14.9% | 485 | $18K |
| Osbon Capital Management LLC | 0.01% | Add +109.5% | 465 | $17K |
| Nalls Sherbakoff Group, LLC | 0.01% | No change | 440 | $17K |
| Spire Wealth Management | 0.00% | Add +2.1% | 431 | $16K |
| Larson Financial Group LLC | 0.00% | No change | 400 | $15K |
| IFP Advisors, Inc | 0.00% | Reduce -70.4% | 385 | $14K |
| Compass Financial Management LLC | 0.00% | — | 348 | $14K |
| Assetmark, Inc. | 0.00% | New | 344 | $13K |
| Allworth Financial LP | 0.00% | Reduce -3.8% | 303 | $11K |
| CoreCap Advisors, LLC | 0.00% | No change | 300 | $11K |
| LifeSteps Financial, Inc. | 0.00% | New | 280 | $11K |
| McDonald Partners LLC | 0.00% | New | 278 | $10K |
| Brown Brothers Harriman & Co. | 0.00% | New | 250 | $9K |
| TD Private Client Wealth LLC | 0.00% | Reduce -26.2% | 231 | $9K |
| First Bancorp, Inc | 0.00% | New | 219 | $8K |
| International Assets Investment Management, LLC | 0.00% | No change | 200 | $8K |
| Corsicana & Co. | 0.00% | New | 200 | $8K |
| CVA Family Office, LLC | 0.00% | New | 200 | $8K |
| First Horizon Corp. | 0.00% | Reduce -11.5% | 170 | $6K |
| Rakuten Securities, Inc. | 0.00% | Add +50.0% | 162 | $6K |
| Mather Group, Llc. | 0.00% | No change | 155 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -10.7% | 150 | $6K |
| Buck Wealth Strategies, LLC | 0.00% | New | 145 | $5K |
| Financial Management Professionals, Inc. | 0.00% | Add +1.5% | 133 | $5K |
| GAMMA Investing LLC | 0.00% | No change | 121 | $5K |
| Roxbury Financial LLC | 0.00% | New | 64 | $2K |
| Whittier Trust Co. | 0.00% | No change | 50 | $2K |
| Quarry LP | 0.00% | New | 28 | $1K |
| Bessemer Group Inc. | 0.00% | Add +73.7% | 33 | $1K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -54.3% | 16 | $602 |
| Harbour Investments, Inc. | 0.00% | No change | 9 | $352 |
| Fiduciary Financial Advisors | 0.00% | New | 5 | $188 |
| Huntington National Bank | 0.00% | No change | 1 | $38 |
"% 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.