Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
280 institutional managers reported holding HESM for the quarter ended Mar 31, 2026. Together they hold about 55% of shares outstanding; the top 10 hold 36%. 57 opened new positions; 41 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Alps Advisors INC | 30.88M | 14.87% | $1.20B | added +1.9% | 2020 Q2 |
| Goldman Sachs | 7.95M | 3.83% | $308.9M | trimmed -12.5% | 2017 Q2 |
| Blackstone | 7.77M | 3.74% | $301.9M | added +113% | 2020 Q2 |
| Invesco | 7.18M | 3.46% | $279.1M | added +8.5% | 2019 Q2 |
| Mirae Asset Global Etfs Holdings LTD. | 7.07M | 3.40% | $274.6M | added +10% | 2020 Q2 |
| Tortoise Capital Advisors, L.l.c. | 4.47M | 2.15% | $173.6M | added +1% | 2019 Q2 |
| BNY Mellon | 3.75M | 1.81% | $145.8M | added +67.5% | 2022 Q2 |
| TD Asset Management INC | 2.20M | 1.06% | $85.5M | trimmed -16.2% | 2023 Q2 |
| UBS | 2.19M | 1.05% | $85.2M | trimmed -3.3% | 2017 Q2 |
| Epoch Investment Partners, INC. | 2.08M | 1.00% | $80.9M | trimmed -16.7% | 2023 Q2 |
| Neuberger Berman Group LLC | 1.98M | 0.95% | $76.8M | trimmed -12.7% | 2021 Q4 |
| FMR (Fidelity) | 1.73M | 0.83% | $67.2M | trimmed -4.9% | 2017 Q2 |
| Morgan Stanley | 1.72M | 0.83% | $66.9M | trimmed -3.2% | 2017 Q2 |
| Clearbridge Investments, LLC | 1.71M | 0.82% | $66.3M | added +3.8% | 2021 Q1 |
| CI Investments INC. | 1.55M | 0.75% | $60.3M | trimmed -1.3% | 2021 Q1 |
| Kayne Anderson Capital Advisors LP (focused) | 1.51M | 0.73% | $58.7M | trimmed -8.2% | 2021 Q3 |
| Miller Howard Investments INC /NY | 1.49M | 0.72% | $58.0M | added +3.2% | 2021 Q4 |
| Westwood Holdings Group INC | 1.31M | 0.63% | $51.0M | trimmed -26.7% | 2022 Q4 |
| Fractal Investments LLC | 1.19M | 0.57% | $46.1M | unchanged | 2021 Q4 |
| Adage Capital Partners GP, L.l.c. | 1.07M | 0.52% | $41.8M | trimmed -59.8% | 2025 Q4 |
| Lazard Asset Management LLC | 1.07M | 0.52% | $41.6M | added +1110.7% | 2023 Q1 |
| First Trust Advisors LP | 963.9k | 0.46% | $37.5M | added +35.5% | 2018 Q4 |
| Nearwater Capital Markets, LTD | 900.0k | 0.43% | $35.0M | opened | 2026 Q1 |
| BlackRock | 892.0k | 0.43% | $34.7M | added +2.2% | 2021 Q4 |
| Eagle Global Advisors LLC | 857.6k | 0.41% | $33.3M | trimmed -48.7% | 2021 Q1 |
| Vanguard Group | 839.2k | 0.40% | $32.6M | added +15.4% | 2020 Q2 |
| American Century Companies INC | 806.5k | 0.39% | $31.3M | added +7% | 2020 Q4 |
| Cibc Bancorp USA INC. | 779.3k | 0.38% | $30.3M | trimmed -41.7% | 2020 Q4 |
| Tudor Investment | 763.1k | 0.37% | $29.7M | trimmed -16.4% | 2023 Q3 |
| Brookfield CORP /ON/ | 720.9k | 0.35% | $28.0M | trimmed -25.9% | 2019 Q4 |
| Barclays PLC | 712.0k | 0.34% | $27.7M | trimmed -14.1% | 2022 Q1 |
| Infrastructure Capital Advisors, LLC | 668.7k | 0.32% | $26.0M | trimmed -51.6% | 2022 Q3 |
| Longfellow Investment Management CO LLC | 570.2k | 0.28% | $22.2M | added +8.6% | 2021 Q4 |
| Raymond James Financial INC | 447.3k | 0.21% | $17.4M | added +7.2% | 2017 Q4 |
| Allianz Asset Management GmbH | 415.9k | 0.20% | $16.2M | unchanged | 2025 Q1 |
| Jennison Associates LLC | 367.7k | 0.18% | $14.3M | added +4.6% | 2023 Q4 |
| Renaissance Technologies | 355.3k | 0.17% | $13.8M | trimmed -48% | 2020 Q4 |
| Bank OF America CORP /DE/ | 321.5k | 0.15% | $12.5M | trimmed -51.3% | 2017 Q2 |
| Burkehill Global Management, LP | 300.0k | 0.14% | $11.7M | unchanged | 2025 Q1 |
| Zimmer Partners, LP | 299.8k | 0.14% | $11.7M | trimmed -14.8% | 2024 Q2 |
| Qube Research & Technologies LTD | 286.0k | 0.14% | $11.1M | trimmed -31.2% | 2023 Q3 |
| Citadel Advisors | 275.3k | 0.13% | $10.7M | added +235.3% | 2021 Q3 |
| State Street | 265.0k | 0.13% | $10.3M | added +0.6% | 2021 Q4 |
| Swiss National Bank | 243.3k | 0.12% | $9.5M | trimmed -0.9% | 2021 Q4 |
| Royal Bank OF Canada | 238.7k | 0.12% | $9.3M | added +25.1% | 2018 Q1 |
| Nordea Investment Management AB | 232.8k | 0.11% | $9.0M | trimmed -4.1% | 2024 Q2 |
| State OF Wisconsin Investment Board | 228.9k | 0.11% | $8.9M | trimmed -7% | 2023 Q3 |
| Neos Investment Management LLC | 228.6k | 0.11% | $8.9M | added +1131.2% | 2025 Q4 |
| Two Sigma | 204.9k | 0.10% | $8.0M | opened | 2022 Q3 |
| LPL Financial LLC | 204.6k | 0.10% | $7.9M | added +3.1% | 2020 Q1 |
Largest 50 of 280 shown; the full ranked, searchable register is at boothcheck.com/holders/HESM. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.