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Holly Energy Partners Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of HEP?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	5,508	0.00436%
Individual Insiders	307,407	0.243%
General Public	32,554,464	25.7%
Institutions	33,942,792	26.8%
Public Companies	59,630,030	47.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 71.67% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
47.2%	HF Sinclair Corporation	59,630,030	US$1.2b	0%	no data
6.23%	ALPS Advisors, Inc.	7,879,287	US$161.1m	12.9%	1.05%
2.3%	Harvest Fund Advisors LLC	2,912,908	US$59.6m	-3.62%	0.98%
2.29%	Mirae Asset Global Investments Co., Ltd.	2,897,471	US$59.3m	-40.1%	0.07%
1.56%	First Trust Capital Management L.P.	1,973,821	US$40.4m	0%	5.24%
1.33%	Energy Income Partners LLC	1,678,254	US$34.3m	-52.3%	0.73%
1.15%	UBS Asset Management AG	1,460,304	US$29.9m	65.5%	no data
1.09%	Goldman Sachs Asset Management, L.P.	1,384,012	US$28.3m	-15.1%	0.01%
1.08%	ClearBridge Investments, LLC	1,366,367	US$27.9m	6.06%	0.02%
0.98%	Invesco Ltd.	1,237,167	US$25.3m	-43.3%	0.01%
0.76%	Morgan Stanley Investment Management Inc.	964,874	US$19.7m	-33.5%	0.01%
0.75%	Eagle Global Advisors, LLC	949,800	US$19.4m	-28.9%	1.11%
0.63%	JPMorgan Chase & Co, Brokerage and Securities Investments	793,137	US$16.2m	0%	0.01%
0.5%	Goldman Sachs Group, Investment Banking and Securities Investments	629,941	US$12.9m	14.4%	0.01%
0.49%	The Bollard Group, LLC	622,804	US$12.7m	0.15%	0.45%
0.48%	Natixis, Investment Banking and Corporate Banking Investments	606,100	US$12.4m	464%	0.07%
0.43%	Bank of America Corporation, Asset Management Arm	543,657	US$11.1m	400%	0.01%
0.37%	Water Island Capital, LLC	468,002	US$9.6m	0%	1.44%
0.35%	Arkfeld Wealth Strategies, L.L.C.	444,311	US$9.1m	0.29%	6.47%
0.32%	ING Groep NV, Insurance and Banking Investments	410,300	US$8.4m	83.7%	0.06%
0.32%	CIBC Private Wealth Advisors, Inc.	402,041	US$8.2m	0%	0.02%
0.31%	Westchester Capital Management, LLC	389,293	US$8.0m	0%	0.41%
0.3%	Strategic Income Management, LLC	377,730	US$7.7m	-15.6%	25.21%
0.24%	Virtus ETF Advisers LLC	299,446	US$6.1m	-2.66%	0.96%
0.23%	Miller Howard Investments, Inc.	293,077	US$6.0m	-0.58%	0.22%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2023/12/02 14:43
End of Day Share Price	2023/11/30 00:00
Earnings	2023/09/30
Annual Earnings	2022/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Holly Energy Partners, L.P. is covered by 15 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Yim Cheng	Barclays
Stewart Glickman	CFRA Equity Research
Douglas Irwin	Citigroup Inc