Hess Midstream LP - Class A (HESM) 13F Positioning & Ownership Changes (Q2 2026)

HESM ranks #2230 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

HESM is a disclosed holding of Stephen Schwarzman (Blackstone Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.7% of that fund's own 13F portfolio.

HESM is a top-conviction position for Alps Advisors Inc — at 5.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

California State Teachers Retirement System has added to its HESM position for two straight quarters, increasing it by $137.4M to reach $141.3M today.

BROOKFIELD Corp /ON/ has trimmed its HESM position for two straight quarters, cutting it by $30.6M while still holding $3.0M.

HESM is up 0% today, and institutions have been net buyers of $219.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

HESM posted net income of $375.0M over the trailing twelve months, and currently trades at a P/E of 13.2.

• Profitable — net income of $375.0M over the trailing twelve months
• Revenue grew 2.8% year over year
• Net income improved year over year, from $290.9M to $375.0M
• Generated $983.8M in positive operating cash flow
• Current ratio of 0.85x — below the conventional 1.5x liquidity buffer