HOLLY ENERGY PARTNERS LP - 435763107
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALPS ADVISORS INC | History | Added to | 7,879,287 | 173,029 | 1.44% | 1.12% | 1 | +899,137 | 12.88% | Q3 2023 | Nov 14, 2023 |
| JPMORGAN CHASE & CO | History | Added to | 2,991,065 | 65,683 | 0.01% | 0.0% | 2 | +2,197,928 | 277.12% | Q3 2023 | Nov 14, 2023 |
| Blackstone Inc. | History | Reduced | 2,912,908 | 63,967 | 0.27% | 0.24% | 3 | -109,511 | -3.62% | Q3 2023 | Nov 14, 2023 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 2,897,471 | 63,628 | 0.14% | 0.19% | 4 | -1,938,310 | -40.08% | Q3 2023 | Oct 26, 2023 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,013,953 | 44,226 | 0.01% | 0.01% | 5 | -166,366 | -7.63% | Q3 2023 | May 15, 2024 |
| Energy Income Partners, LLC | History | Reduced | 1,678,254 | 36,854 | 0.84% | 1.38% | 6 | -1,836,559 | -52.25% | Q3 2023 | Nov 14, 2023 |
| UBS Group AG | History | Added to | 1,460,304 | 32,068 | 0.01% | 0.01% | 7 | +577,805 | 65.47% | Q3 2023 | Nov 09, 2023 |
| Clearbridge Investments, LLC | History | Added to | 1,366,367 | 30,005 | 0.03% | 0.02% | 8 | +78,083 | 6.06% | Q3 2023 | Nov 13, 2023 |
| Invesco Ltd. | History | Reduced | 1,237,167 | 27,168 | 0.01% | 0.01% | 9 | -946,294 | -43.34% | Q3 2023 | Nov 13, 2023 |
| MORGAN STANLEY | History | Reduced | 1,022,408 | 22,452 | 0.0% | 0.0% | 10 | -490,621 | -32.43% | Q3 2023 | Nov 15, 2023 |
| NATIXIS | History | Added to | 606,100 | 13,309 | 0.1% | 0.02% | 11 | +498,700 | 464.34% | Q3 2023 | Nov 14, 2023 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 547,232 | 12,017 | 0.0% | 0.0% | 12 | +432,752 | 378.02% | Q3 2023 | Nov 14, 2023 |
| ING GROEP NV | History | Added to | 410,300 | 9,010 | 0.08% | 0.03% | 13 | +187,000 | 83.74% | Q3 2023 | Oct 27, 2023 |
| CIBC Private Wealth Group, LLC | History | No change | 402,041 | 8,828 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q3 2023 | Nov 13, 2023 |
| JANE STREET GROUP, LLC | History | Added to | 245,181 | 5,384 | 0.0% | 0.0% | 15 | +188,459 | 332.25% | Q3 2023 | Nov 15, 2023 |
| CITIGROUP INC | History | Reduced | 157,901 | 3,467 | 0.0% | 0.0% | 16 | -29,512 | -15.75% | Q3 2023 | Dec 06, 2023 |
| WELLS FARGO & COMPANY/MN | History | Added to | 129,011 | 2,833 | 0.0% | 0.0% | 17 | +14,732 | 12.89% | Q3 2023 | Nov 13, 2023 |
| FIRST TRUST ADVISORS LP | History | Reduced | 128,513 | 2,822 | 0.0% | 0.0% | 18 | -46,141 | -26.42% | Q3 2023 | Nov 13, 2023 |
| HighTower Advisors, LLC | History | Added to | 126,949 | 2,785 | 0.01% | 0.0% | 19 | +2,972 | 2.4% | Q3 2023 | Nov 08, 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 125,833 | 2,763 | 0.0% | 0.0% | 20 | +40,479 | 47.42% | Q3 2023 | Nov 14, 2023 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 121,646 | 2,671 | 0.03% | — | 21 | +121,646 | New | Q3 2023 | Nov 08, 2023 |
| NOMURA HOLDINGS INC | History | New | 115,000 | 2,525 | 0.01% | — | 22 | +115,000 | New | Q3 2023 | Nov 14, 2023 |
| BNP PARIBAS ARBITRAGE, SNC | History | Added to | 96,095 | 2,110 | 0.0% | 0.0% | 23 | +16,410 | 20.59% | Q3 2023 | Nov 14, 2023 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 73,000 | 1,603 | 0.07% | 0.06% | 24 | 0 | 0.0% | Q3 2023 | Oct 19, 2023 |
| Clarkston Capital Partners, LLC | History | No change | 70,000 | 1,537 | 0.03% | 0.02% | 25 | 0 | 0.0% | Q3 2023 | Nov 02, 2023 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 53,319 | 1,170 | 0.03% | 0.02% | 26 | +10,472 | 24.44% | Q3 2023 | Oct 18, 2023 |
| BARCLAYS PLC | History | Added to | 40,945 | 899 | 0.0% | 0.0% | 27 | +40,875 | 58392.86% | Q3 2023 | Mar 26, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 39,383 | 864 | 0.02% | 0.02% | 28 | -3,681 | -8.55% | Q3 2023 | Oct 16, 2023 |
| Maryland State Retirement & Pension System | History | Reduced | 37,770 | 829 | 0.02% | 0.02% | 29 | -10,306 | -21.44% | Q3 2023 | Oct 24, 2023 |
| ROYAL BANK OF CANADA | History | Added to | 33,456 | 735 | 0.0% | 0.0% | 30 | +1,759 | 5.55% | Q3 2023 | Nov 14, 2023 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 33,377 | 732 | 0.02% | 0.01% | 31 | 0 | 0.0% | Q3 2023 | Nov 15, 2023 |
| GLENMEDE TRUST CO NA | History | Reduced | 31,661 | 695 | 0.0% | 0.01% | 32 | -34,600 | -52.22% | Q3 2023 | Nov 14, 2023 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | History | No change | 30,993 | 680 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q3 2023 | Nov 13, 2023 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 29,609 | 650 | 0.0% | 0.0% | 34 | +403 | 1.38% | Q3 2023 | Nov 15, 2023 |
| LPL Financial LLC | History | Reduced | 27,060 | 594 | 0.0% | 0.0% | 35 | -207 | -0.76% | Q3 2023 | Nov 13, 2023 |
| Corient Private Wealth LLC | History | Reduced | 26,773 | 587 | 0.0% | 0.0% | 36 | -12,000 | -30.95% | Q3 2023 | Nov 03, 2023 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 22,123 | 485 | 0.0% | 0.0% | 37 | -4,377 | -16.52% | Q3 2023 | Nov 14, 2023 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 21,850 | 479 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q3 2023 | Nov 15, 2023 |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | History | Added to | 21,400 | 469 | 0.0% | 0.0% | 39 | +4,000 | 22.99% | Q3 2023 | Nov 14, 2023 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 20,000 | 439 | 0.0% | 0.0% | 40 | +8,800 | 78.57% | Q3 2023 | Nov 13, 2023 |
| LOCUST WOOD CAPITAL ADVISERS, LLC | History | No change | 19,570 | 429 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q3 2023 | Nov 08, 2023 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 19,137 | 420 | 0.0% | 0.0% | 42 | -6,999 | -26.78% | Q3 2023 | Nov 14, 2023 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 18,087 | 397 | 0.0% | — | 43 | +18,087 | New | Q3 2023 | Nov 13, 2023 |
| Pacer Advisors, Inc. | History | Added to | 15,902 | 349 | 0.0% | 0.0% | 44 | +6,724 | 73.26% | Q3 2023 | Nov 13, 2023 |
| Williams Jones Wealth Management, LLC. | History | No change | 12,660 | 278 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q3 2023 | Nov 14, 2023 |
| CULLEN/FROST BANKERS, INC. | History | No change | 12,490 | 274 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q3 2023 | Nov 02, 2023 |
| Neuberger Berman Group LLC | History | New | 9,800 | 215 | 0.0% | — | 47 | +9,800 | New | Q3 2023 | Nov 14, 2023 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,719 | 125 | 0.0% | 0.0% | 48 | +1,221 | 27.15% | Q3 2023 | Nov 13, 2023 |
| Tower Research Capital LLC (TRC) | History | New | 5,508 | 120 | 0.0% | — | 49 | +5,508 | New | Q3 2023 | Nov 14, 2023 |
| FIFTH THIRD BANCORP | History | No change | 4,000 | 87 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q3 2023 | Oct 31, 2023 |
| SIMPLEX TRADING, LLC | History | New | 2,356 | 51 | 0.0% | — | 51 | +2,356 | New | Q3 2023 | Nov 01, 2023 |
| HM PAYSON & CO | History | No change | 1,390 | 30 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q3 2023 | Nov 06, 2023 |
| WHITTIER TRUST CO | History | No change | 449 | 9 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q3 2023 | Oct 27, 2023 |
| Allworth Financial LP | History | No change | 126 | 2 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q3 2023 | Oct 31, 2023 |
| HARBOUR INVESTMENTS, INC. | History | No change | 75 | 1 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q3 2023 | Nov 15, 2023 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -188,999 | -100.0% | Q2 2023 | Aug 14, 2023 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,864 | -100.0% | Q2 2023 | Aug 04, 2023 |
| WESTWOOD HOLDINGS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,112 | -100.0% | Q2 2023 | Aug 11, 2023 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -713 | -100.0% | Q2 2023 | Jul 20, 2023 |
| GROUP ONE TRADING, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2023 | Aug 09, 2023 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2023 | Nov 08, 2023 |