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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ALPS ADVISORS INC trimmed | 24,840,174 | $352M | 27.6% | 2026-Q2 |
| Invesco Ltd. added | 18,873,970 | $267M | 21.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 7,721,496 | $109M | 8.6% | 2026-Q2 |
| MORGAN STANLEY added | 4,857,954 | $69M | 5.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 4,333,462 | $61M | 4.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 4,063,176 | $57M | 4.5% | 2026-Q2 |
| Creative Planning trimmed | 3,105,233 | $44M | 3.5% | 2026-Q2 |
| Clearbridge Investments, LLC | 2,897,883 | $41M | 3.2% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 2,125,577 | $30M | 2.4% | 2026-Q2 |
| ING GROEP NV trimmed | 1,689,700 | $24M | 1.9% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 1,441,358 | $20M | 1.6% | 2026-Q2 |
| UBS Group AG trimmed | 1,202,510 | $17M | 1.3% | 2026-Q2 |
| RR Advisors, LLC | 868,342 | $12M | 1.0% | 2026-Q2 |
| NATIXIS | 861,900 | $12M | 1.0% | 2026-Q2 |
| CIBC Bancorp USA Inc. new | 798,412 | $11M | 0.9% | 2026-Q2 |
| CITIGROUP INC added | 774,418 | $11M | 0.9% | 2026-Q2 |
| BARCLAYS PLC added | 739,426 | $10M | 0.8% | 2026-Q2 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC added | 643,436 | $9M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 611,824 | $9M | 0.7% | 2026-Q2 |
| NEOS Investment Management LLC added | 600,617 | $9M | 0.7% | 2026-Q2 |
| Blackstone Inc. | 575,735 | $8M | 0.6% | 2026-Q2 |
| Callodine Capital Management, LP | 484,963 | $7M | 0.5% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC | 484,963 | $7M | 0.5% | 2026-Q2 |
| Fractal Investments LLC | 343,243 | $5M | 0.4% | 2026-Q2 |
| Argent Trust Co | 329,325 | $5M | 0.4% | 2026-Q2 |
| Occam Crest Management LP trimmed | 312,000 | $5M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 305,481 | $4M | 0.3% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 240,484 | $3M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 239,465 | $3M | 0.3% | 2026-Q2 |
| Pinnacle Holdings, LLC trimmed | 236,087 | $3M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 231,463 | $3M | 0.3% | 2026-Q2 |
| Summit Financial, LLC | 210,497 | $3M | 0.2% | 2026-Q2 |
| Texas Capital Bank Wealth Management Services Inc | 200,000 | $3M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 186,972 | $3M | 0.2% | 2026-Q2 |
| ELCO Management Co., LLC trimmed | 169,202 | $2M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 150,586 | $2M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 145,918 | $2M | 0.2% | 2026-Q2 |
| DG Capital Management, LLC added | 135,140 | $2M | 0.2% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 109,484 | $2M | 0.1% | 2026-Q2 |
| Maryland State Retirement & Pension System added | 104,911 | $1M | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 100,340 | $1M | 0.1% | 2026-Q2 |
| Sowell Financial Services LLC trimmed | 91,588 | $1M | 0.1% | 2026-Q2 |
| FLAX POND CAPITAL, LLC | 85,232 | $2M | 0.1% | 2026-Q2 |
| Jump Financial, LLC trimmed | 81,383 | $1M | 0.1% | 2026-Q2 |
| DBA TRADING, LLC | 72,500 | $1M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 66,483 | $942K | 0.1% | 2026-Q2 |
| BROWN ADVISORY INC | 66,445 | $942K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 59,003 | $836K | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 57,947 | $821K | 0.1% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 57,347 | $813K | 0.1% | 2026-Q2 |
| FMR LLC added | 53,850 | $763K | 0.1% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 52,743 | $747K | 0.1% | 2026-Q2 |
| GRIZZLYROCK CAPITAL, LLC trimmed | 49,515 | $702K | 0.1% | 2026-Q2 |
| CARRET ASSET MANAGEMENT, LLC new | 40,000 | $567K | 0.0% | 2026-Q2 |
| AlTi Global, Inc. new | 40,000 | $567K | 0.0% | 2026-Q2 |
| Mutual Advisors, LLC added | 37,047 | $525K | 0.0% | 2026-Q2 |
| Hilltop Holdings Inc. trimmed | 36,000 | $510K | 0.0% | 2026-Q2 |
| Douglass Winthrop Advisors, LLC | 35,000 | $496K | 0.0% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 33,496 | $475K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 28,383 | $402K | 0.0% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 27,066 | $384K | 0.0% | 2026-Q2 |
| Advisory Services Network, LLC | 25,955 | $368K | 0.0% | 2026-Q2 |
| Claro Advisors Inc. | 25,500 | $361K | 0.0% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 25,407 | $360K | 0.0% | 2026-Q2 |
| IMC-Chicago, LLC added | 25,155 | $356K | 0.0% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC trimmed | 23,019 | $326K | 0.0% | 2026-Q2 |
| Horrell Capital Management, Inc. | 22,000 | $312K | 0.0% | 2026-Q2 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 19,393 | $275K | 0.0% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 19,228 | $272K | 0.0% | 2026-Q2 |
| Pettinga Financial Advisors LLC | 19,220 | $272K | 0.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 17,466 | $247K | 0.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 17,221 | $244K | 0.0% | 2026-Q2 |
| Summit Financial Wealth Advisors, LLC | 16,613 | $235K | 0.0% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. trimmed | 16,000 | $227K | 0.0% | 2026-Q2 |
| Arlington Trust Co LLC trimmed | 15,282 | $217K | 0.0% | 2026-Q2 |
| UMB Bank, n.a. | 14,000 | $198K | 0.0% | 2026-Q2 |
| Arrow Investment Advisors, LLC added | 13,061 | $185K | 0.0% | 2026-Q2 |
| Equitable Holdings, Inc. new | 11,875 | $168K | 0.0% | 2026-Q2 |
| Fulcrum Asset Management LLP | 11,683 | $164K | 0.0% | 2026-Q2 |
| F/m Investments LLC trimmed | 11,400 | $162K | 0.0% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH | 11,348 | $161K | 0.0% | 2026-Q2 |
| ProShare Advisors LLC trimmed | 10,282 | $146K | 0.0% | 2026-Q2 |
| DIVIDEND ASSETS CAPITAL, LLC trimmed | 10,152 | $144K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 9,732 | $138K | 0.0% | 2026-Q2 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT trimmed | 7,000 | $99K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 6,918 | $98K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 5,300 | $75K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 4,607 | $65K | 0.0% | 2026-Q2 |
| Indiana Trust & Investment Management Co | 4,500 | $64K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 4,127 | $58K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 3,445 | $49K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,321 | $33K | 0.0% | 2026-Q2 |
| MATHER GROUP, LLC. added | 1,480 | $21K | 0.0% | 2026-Q2 |
| ARMSTRONG ADVISORY GROUP, INC | 1,000 | $14K | 0.0% | 2026-Q2 |
| MCF Advisors LLC | 1,000 | $14K | 0.0% | 2026-Q2 |
| Asset Dedication, LLC added | 700 | $10K | 0.0% | 2026-Q2 |
| TRUST CO OF TOLEDO NA /OH/ | 500 | $7K | 0.0% | 2026-Q2 |
| BOKF, NA | 500 | $7K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 400 | $6K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 346 | $5K | 0.0% | 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.
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.