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Institutional Ownership · SEC Form 13F

Who owns Genesis Energy (GEL)


Which tracked institutional funds hold GEL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GEL company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

107
Institutional holders
90M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on GEL is one-sided between 2026-Q1 and 2026-Q2: 10 added or opened and 53 trimmed or exited — on balance reducing.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

GEL’s largest tracked holder by dollar value, ALPS ADVISORS INC, sizes it at 1.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in GEL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 107 tracked filers holding GEL, 42 increased or opened the position and 57 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in GEL between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 4

  • CIBC Bancorp USA Inc.$11M
  • JANE STREET GROUP, LLC$3M
  • AlTi Global, Inc.$567K
  • CARRET ASSET MANAGEMENT, LLC$567K

Full exits 12

  • CHICKASAW CAPITAL MANAGEMENT LLC$48M
  • MILLER HOWARD INVESTMENTS INC /NY$35M
  • HighTower Advisors, LLC$2M
  • Foundations Investment Advisors, LLC$800K
  • WHITTIER TRUST CO OF NEVADA INC$706K
  • Argent Advisors, Inc.$691K

Largest adds

  • CITADEL ADVISORS LLC$3M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
  • NEOS Investment Management LLC$2M
  • BARCLAYS PLC$2M
  • CITIGROUP INC$2M
  • SIMPLEX TRADING, LLC$308K

Largest trims

  • ALPS ADVISORS INC$110M
  • Invesco Ltd.$66M
  • MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$25M
  • UBS Group AG$15M
  • Creative Planning$11M
  • ING GROEP NV$11M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
ALPS ADVISORS INC trimmed24,840,174$352M27.6%2026-Q2
Invesco Ltd. added18,873,970$267M21.0%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added7,721,496$109M8.6%2026-Q2
MORGAN STANLEY added4,857,954$69M5.4%2026-Q2
GOLDMAN SACHS GROUP INC added4,333,462$61M4.8%2026-Q2
JPMORGAN CHASE & CO added4,063,176$57M4.5%2026-Q2
Creative Planning trimmed3,105,233$44M3.5%2026-Q2
Clearbridge Investments, LLC2,897,883$41M3.2%2026-Q2
WESTWOOD HOLDINGS GROUP INC trimmed2,125,577$30M2.4%2026-Q2
ING GROEP NV trimmed1,689,700$24M1.9%2026-Q2
Jefferies Financial Group Inc. added1,441,358$20M1.6%2026-Q2
UBS Group AG trimmed1,202,510$17M1.3%2026-Q2
RR Advisors, LLC868,342$12M1.0%2026-Q2
NATIXIS861,900$12M1.0%2026-Q2
CIBC Bancorp USA Inc. new798,412$11M0.9%2026-Q2
CITIGROUP INC added774,418$11M0.9%2026-Q2
BARCLAYS PLC added739,426$10M0.8%2026-Q2
INFRASTRUCTURE CAPITAL ADVISORS, LLC added643,436$9M0.7%2026-Q2
BANK OF AMERICA CORP /DE/ added611,824$9M0.7%2026-Q2
NEOS Investment Management LLC added600,617$9M0.7%2026-Q2
Blackstone Inc.575,735$8M0.6%2026-Q2
Callodine Capital Management, LP484,963$7M0.5%2026-Q2
MANNING & NAPIER ADVISORS LLC484,963$7M0.5%2026-Q2
Fractal Investments LLC343,243$5M0.4%2026-Q2
Argent Trust Co329,325$5M0.4%2026-Q2
Occam Crest Management LP trimmed312,000$5M0.4%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added305,481$4M0.3%2026-Q2
Advisors Asset Management, Inc. added240,484$3M0.3%2026-Q2
ROYAL BANK OF CANADA trimmed239,465$3M0.3%2026-Q2
Pinnacle Holdings, LLC trimmed236,087$3M0.3%2026-Q2
CITADEL ADVISORS LLC added231,463$3M0.3%2026-Q2
Summit Financial, LLC210,497$3M0.2%2026-Q2
Texas Capital Bank Wealth Management Services Inc200,000$3M0.2%2026-Q2
JANE STREET GROUP, LLC added186,972$3M0.2%2026-Q2
ELCO Management Co., LLC trimmed169,202$2M0.2%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed150,586$2M0.2%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added145,918$2M0.2%2026-Q2
DG Capital Management, LLC added135,140$2M0.2%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC trimmed109,484$2M0.1%2026-Q2
Maryland State Retirement & Pension System added104,911$1M0.1%2026-Q2
Cresset Asset Management, LLC trimmed100,340$1M0.1%2026-Q2
Sowell Financial Services LLC trimmed91,588$1M0.1%2026-Q2
FLAX POND CAPITAL, LLC85,232$2M0.1%2026-Q2
Jump Financial, LLC trimmed81,383$1M0.1%2026-Q2
DBA TRADING, LLC72,500$1M0.1%2026-Q2
WELLS FARGO & COMPANY/MN added66,483$942K0.1%2026-Q2
BROWN ADVISORY INC66,445$942K0.1%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed59,003$836K0.1%2026-Q2
LPL Financial LLC added57,947$821K0.1%2026-Q2
OPPENHEIMER ASSET MANAGEMENT INC. trimmed57,347$813K0.1%2026-Q2
FMR LLC added53,850$763K0.1%2026-Q2
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added52,743$747K0.1%2026-Q2
GRIZZLYROCK CAPITAL, LLC trimmed49,515$702K0.1%2026-Q2
CARRET ASSET MANAGEMENT, LLC new40,000$567K0.0%2026-Q2
AlTi Global, Inc. new40,000$567K0.0%2026-Q2
Mutual Advisors, LLC added37,047$525K0.0%2026-Q2
Hilltop Holdings Inc. trimmed36,000$510K0.0%2026-Q2
Douglass Winthrop Advisors, LLC35,000$496K0.0%2026-Q2
GROUP ONE TRADING LLC added33,496$475K0.0%2026-Q2
SIMPLEX TRADING, LLC added28,383$402K0.0%2026-Q2
Sanctuary Advisors, LLC added27,066$384K0.0%2026-Q2
Advisory Services Network, LLC25,955$368K0.0%2026-Q2
Claro Advisors Inc.25,500$361K0.0%2026-Q2
Bank of New York Mellon Corp trimmed25,407$360K0.0%2026-Q2
IMC-Chicago, LLC added25,155$356K0.0%2026-Q2
Susquehanna Portfolio Strategies, LLC trimmed23,019$326K0.0%2026-Q2
Horrell Capital Management, Inc.22,000$312K0.0%2026-Q2
TORTOISE CAPITAL ADVISORS, L.L.C.19,393$275K0.0%2026-Q2
VAN ECK ASSOCIATES CORP trimmed19,228$272K0.0%2026-Q2
Pettinga Financial Advisors LLC19,220$272K0.0%2026-Q2
Cetera Investment Advisers trimmed17,466$247K0.0%2026-Q2
STIFEL FINANCIAL CORP trimmed17,221$244K0.0%2026-Q2
Summit Financial Wealth Advisors, LLC16,613$235K0.0%2026-Q2
Pekin Hardy Strauss, Inc. trimmed16,000$227K0.0%2026-Q2
Arlington Trust Co LLC trimmed15,282$217K0.0%2026-Q2
UMB Bank, n.a.14,000$198K0.0%2026-Q2
Arrow Investment Advisors, LLC added13,061$185K0.0%2026-Q2
Equitable Holdings, Inc. new11,875$168K0.0%2026-Q2
Fulcrum Asset Management LLP11,683$164K0.0%2026-Q2
F/m Investments LLC trimmed11,400$162K0.0%2026-Q2
KEYBANK NATIONAL ASSOCIATION/OH11,348$161K0.0%2026-Q2
ProShare Advisors LLC trimmed10,282$146K0.0%2026-Q2
DIVIDEND ASSETS CAPITAL, LLC trimmed10,152$144K0.0%2026-Q2
Rockefeller Capital Management L.P. trimmed9,732$138K0.0%2026-Q2
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT trimmed7,000$99K0.0%2026-Q2
Arax Advisory Partners added6,918$98K0.0%2026-Q2
Geneos Wealth Management Inc. trimmed5,300$75K0.0%2026-Q2
OSAIC HOLDINGS, INC. added4,607$65K0.0%2026-Q2
Indiana Trust & Investment Management Co4,500$64K0.0%2026-Q2
NewEdge Advisors, LLC4,127$58K0.0%2026-Q2
Steward Partners Investment Advisory, LLC3,445$49K0.0%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2,321$33K0.0%2026-Q2
MATHER GROUP, LLC. added1,480$21K0.0%2026-Q2
ARMSTRONG ADVISORY GROUP, INC1,000$14K0.0%2026-Q2
MCF Advisors LLC1,000$14K0.0%2026-Q2
Asset Dedication, LLC added700$10K0.0%2026-Q2
TRUST CO OF TOLEDO NA /OH/500$7K0.0%2026-Q2
BOKF, NA500$7K0.0%2026-Q2
Integrated Wealth Concepts LLC new400$6K0.0%2026-Q2
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC346$5K0.0%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership