263 tracked 13F filers disclose a position in HESM as of the latest SEC 13F filings, a combined $4.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALPS ADVISORS INC | $1.1B | 29.3M | ▼−5.3% Reduced · −1.6M sh | Q2 2026 | |
| 2 | GOLDMAN SACHS GROUP INC | $309.0M | 7.9M | ▼−12% Reduced · −1.1M sh | Q1 2026 | |
| 3 | Blackstone Inc. | $302.0M | 7.8M | ▲+113% Added · +4.1M sh | Q1 2026 | |
| 4 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $274.7M | 7.1M | ▲+10% Added · +644K sh | Q1 2026 | |
| 5 | TORTOISE CAPITAL ADVISORS, L.L.C. | $173.6M | 4.5M | ▲+1.0% Added · +45K sh | Q1 2026 | |
| 6 | Bank of New York Mellon Corp | $145.8M | 3.8M | ▲+68% Added · +1.5M sh | Q1 2026 | |
| 7 | TD ASSET MANAGEMENT INC | $85.6M | 2.2M | ▼−16% Reduced · −425K sh | Q1 2026 | |
| 8 | Neuberger Berman Group LLC | $76.8M | 2.0M | ▼−13% Reduced · −288K sh | Q1 2026 | |
| 9 | UBS Group AG | $76.3M | 2.0M | ▼−3.6% Reduced · −74K sh | Q1 2026 | |
| 10 | Epoch Investment Partners, Inc. | $73.1M | 1.9M | ▼−6.5% Reduced · −136K sh | Q2 2026 | |
| 11 | JPMORGAN CHASE & CO | $72.7M | 1.8M | ▲+5.9% Added · +102K sh | Q1 2026 | |
| 12 | FMR LLC | $67.2M | 1.7M | ▼−4.9% Reduced · −89K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $66.9M | 1.7M | ▼−3.2% Reduced · −58K sh | Q1 2026 | |
| 14 | Clearbridge Investments, LLC | $66.4M | 1.7M | ▲+3.8% Added · +62K sh | Q1 2026 | |
| 15 | MILLER HOWARD INVESTMENTS INC /NY | $58.6M | 1.6M | ▲+4.4% Added · +66K sh | Q2 2026 | |
| 16 | CI INVESTMENTS INC. | $60.3M | 1.6M | ▼−1.3% Reduced · −20K sh | Q1 2026 | |
| 17 | KAYNE ANDERSON CAPITAL ADVISORS LP | $58.7M | 1.5M | ▼−8.2% Reduced · −135K sh | Q1 2026 | |
| 18 | WESTWOOD HOLDINGS GROUP INC | $51.0M | 1.3M | ▼−27% Reduced · −478K sh | Q1 2026 | |
| 19 | Fractal Investments LLC | $43.6M | 1.2M | ▼−2.1% Reduced · −25K sh | Q2 2026 | |
| 20 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $41.8M | 1.1M | ▼−60% Reduced · −1.6M sh | Q1 2026 | |
| 21 | LAZARD ASSET MANAGEMENT LLC | $41.6M | 1.1M | ▲12× Added · +981K sh | Q1 2026 | |
| 22 | FIRST TRUST ADVISORS LP | $37.3M | 959K | ▲+35% Added · +248K sh | Q1 2026 | |
| 23 | BlackRock, Inc. | $34.7M | 892K | ▲+2.2% Added · +19K sh | Q1 2026 | |
| 24 | EAGLE GLOBAL ADVISORS LLC | $32.3M | 859K | ▲+0.1% Added · +1K sh | Q2 2026 | |
| 25 | AMERICAN CENTURY COMPANIES INC | $31.3M | 806K | ▲+7.0% Added · +53K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in HESM and 24 added to an existing one, while 29 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 144 funds | $146.4B |
| NVIDIA CORPNVDA | 143 funds | $218.0B |
| META PLATFORMS INC-CLASS AMETA | 142 funds | $60.0B |
| AMAZON.COM INCAMZN | 140 funds | $117.8B |
| APPLE INCAAPL | 138 funds | $163.7B |
| CHEVRON CORPCVX | 137 funds | $15.5B |
| BROADCOM INCAVGO | 135 funds | $88.6B |
| JPMORGAN CHASE & COJPM | 135 funds | $35.3B |
| ALPHABET INC-CL AGOOGL | 134 funds | $94.0B |
| ELI LILLY & COLLY | 133 funds | $44.9B |
| VISA INC-CLASS A SHARESV | 130 funds | $28.5B |
| CISCO SYSTEMS INCCSCO | 130 funds | $16.5B |
Ranked by how many of HESM's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 12, 2025 | Gatling John A. | President and COO | Sell (S) | 62K | $2.6M |
| Jun 9, 2025 | Schoonman Geurt G | Director | Sell (S) | 3K | $127K |
| May 30, 2025 | BlackRock Portfolio Management LLC | 10% Owner | Sell (S) | 15.0M | $553.7M |
| Mar 11, 2025 | Gatling John A. | President and COO | Sell (S) | 2K | $85K |
| Feb 19, 2025 | BlackRock Portfolio Management LLC | 10% Owner | Sell (S) | 1.6M | $64.5M |
| Feb 12, 2025 | BlackRock Portfolio Management LLC | 10% Owner | Sell (S) | 11.0M | $430.2M |
| Nov 11, 2024 | Stein Jonathan C. | Chief Financial Officer | Sell (S) | 8K | $280K |
| Sep 20, 2024 | Global Infrastructure Investors II, LLC | Director, 10% Owner | Sell (S) | 12.7M | $444.3M |
| Jun 3, 2024 | GIP Blue Holding GP, LLC | Director, 10% Owner | Sell (S) | 1.5M | $51.0M |
| May 31, 2024 | GIP Blue Holding GP, LLC | Director, 10% Owner | Sell (S) | 10.0M | $340.3M |
| Mar 13, 2024 | Gatling John A. | President and COO | Sell (S) | 2K | $80K |
| Feb 8, 2024 | GIP II Blue Holding, L.P. | Director, 10% Owner | Sell (S) | 11.5M | $377.5M |
Connected entities for HESM
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HESM/capital-change-brief"
Use Arkolith's capital_change_brief for HESM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HESM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.