Who owns PAGP (PAGP)
Which tracked institutional funds hold PAGP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PAGP company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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 PAGP is one-sided between 2025-Q4 and 2026-Q1: 146 added or opened and 22 trimmed or exited — on balance accumulating.
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
PAGP’s largest tracked holder by dollar value, TORTOISE CAPITAL ADVISORS, L.L.C., sizes it at 3.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 2.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PAGP 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 2025-Q4 and 2026-Q1, across 340 tracked filers holding PAGP, 174 increased or opened the position and 124 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 PAGP between the 2025-Q4 and 2026-Q1 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 13
- VANGUARD PORTFOLIO MANAGEMENT LLC$56M
- Yaupon Capital Management LP$19M
- BALYASNY ASSET MANAGEMENT L.P.$14M
- Aventail Capital Group, LP$4M
- VANGUARD ASSET MANAGEMENT, Ltd$3M
- ALLSTATE CORP$2M
Full exits 10
- TWO SIGMA ADVISERS, LP$55M
- VANGUARD GROUP INC$54M
- Verition Fund Management LLC$6M
- MERITAGE PORTFOLIO MANAGEMENT$6M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$5M
- NewEdge Advisors, LLC$2M
Largest adds
- TWO SIGMA INVESTMENTS, LP$139M
- Artemis Investment Management LLP$95M
- GOLDMAN SACHS GROUP INC$80M
- TORTOISE CAPITAL ADVISORS, L.L.C.$62M
- BANK OF AMERICA CORP /DE/$53M
- Energy Income Partners, LLC$48M
Largest trims
- Pathstone Holdings, LLC$32M
- WESTWOOD HOLDINGS GROUP INC$23M
- EAGLE GLOBAL ADVISORS LLC$8M
- MILLENNIUM MANAGEMENT LLC$7M
- THOMPSON SIEGEL & WALMSLEY LLC$3M
- Engineers Gate Manager LP$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| TORTOISE CAPITAL ADVISORS, L.L.C. added | 11,799,098 | $286M | 7.4% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 9,066,172 | $220M | 5.7% | 2026-Q1 |
| Energy Income Partners, LLC added | 8,974,776 | $218M | 5.7% | 2026-Q1 |
| CHICKASAW CAPITAL MANAGEMENT LLC trimmed | 8,675,146 | $211M | 5.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 7,190,227 | $175M | 4.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 7,077,927 | $172M | 4.5% | 2026-Q1 |
| Clearbridge Investments, LLC added | 6,946,082 | $169M | 4.4% | 2026-Q1 |
| Artemis Investment Management LLP added | 6,711,956 | $163M | 4.2% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC added | 4,478,263 | $109M | 2.8% | 2026-Q1 |
| Invesco Ltd. trimmed | 4,216,006 | $102M | 2.7% | 2026-Q1 |
| MORGAN STANLEY added | 4,065,841 | $99M | 2.6% | 2026-Q1 |
| UBS Group AG added | 3,754,120 | $91M | 2.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 3,752,707 | $91M | 2.4% | 2026-Q1 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT trimmed | 3,460,000 | $84M | 2.2% | 2026-Q1 |
| Advisors Capital Management, LLC added | 2,937,109 | $71M | 1.9% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 2,707,192 | $66M | 1.7% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 2,612,058 | $63M | 1.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,297,229 | $56M | 1.4% | 2026-Q1 |
| BlackRock, Inc. added | 2,251,050 | $55M | 1.4% | 2026-Q1 |
| Recurrent Investment Advisors LLC trimmed | 2,124,947 | $51M | 1.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 2,092,235 | $51M | 1.3% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 2,064,855 | $50M | 1.3% | 2026-Q1 |
| BROOKFIELD Corp /ON/ trimmed | 1,987,158 | $48M | 1.3% | 2026-Q1 |
| Blackstone Inc. trimmed | 1,979,161 | $48M | 1.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 1,468,981 | $36M | 0.9% | 2026-Q1 |
| MILLER HOWARD INVESTMENTS INC /NY added | 1,421,518 | $35M | 0.9% | 2026-Q1 |
| McGowan Group Asset Management, Inc. added | 1,348,868 | $33M | 0.9% | 2026-Q1 |
| Simplify Asset Management Inc. | 1,272,360 | $31M | 0.8% | 2026-Q1 |
| ALPS ADVISORS INC added | 1,248,624 | $30M | 0.8% | 2026-Q1 |
| Propel Bio Management, LLC | 1,272,360 | $30M | 0.8% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 1,208,354 | $29M | 0.8% | 2026-Q1 |
| BAHL & GAYNOR INC added | 1,167,071 | $28M | 0.7% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 1,126,827 | $27M | 0.7% | 2026-Q1 |
| HRT FINANCIAL LP added | 1,087,419 | $26M | 0.7% | 2026-Q1 |
| LPL Financial LLC added | 1,051,513 | $26M | 0.7% | 2026-Q1 |
| BARCLAYS PLC trimmed | 1,027,282 | $25M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,019,993 | $25M | 0.6% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP trimmed | 862,424 | $21M | 0.5% | 2026-Q1 |
| RR Advisors, LLC trimmed | 837,289 | $20M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 826,826 | $20M | 0.5% | 2026-Q1 |
| Goodman Financial Corp added | 818,027 | $20M | 0.5% | 2026-Q1 |
| Turtle Creek Wealth Advisors, LLC | 800,338 | $19M | 0.5% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 778,770 | $19M | 0.5% | 2026-Q1 |
| Yaupon Capital Management LP added | 777,953 | $19M | 0.5% | 2026-Q1 |
| Catalyst Capital Advisors LLC added | 717,163 | $17M | 0.5% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 692,615 | $17M | 0.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | 689,566 | $17M | 0.4% | 2026-Q1 |
| STATE STREET CORP added | 644,157 | $16M | 0.4% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 560,081 | $14M | 0.4% | 2026-Q1 |
| EAGLE GLOBAL ADVISORS LLC trimmed | 556,560 | $14M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 554,199 | $13M | 0.3% | 2026-Q1 |
| THOMPSON SIEGEL & WALMSLEY LLC trimmed | 533,683 | $13M | 0.3% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS | 533,675 | $13M | 0.3% | 2026-Q1 |
| Voleon Capital Management LP added | 472,441 | $11M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 466,906 | $11M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 458,464 | $11M | 0.3% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 437,267 | $11M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 430,305 | $11M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 425,681 | $10M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 391,534 | $10M | 0.2% | 2026-Q1 |
| Oxbow Advisors, LLC added | 390,960 | $9M | 0.2% | 2026-Q1 |
| Callodine Capital Management, LP trimmed | 390,000 | $9M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 384,080 | $9M | 0.2% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC added | 380,000 | $9M | 0.2% | 2026-Q1 |
| NEOS Investment Management LLC added | 378,650 | $9M | 0.2% | 2026-Q1 |
| Cambria Investment Management, L.P. trimmed | 374,709 | $9M | 0.2% | 2026-Q1 |
| Vestcor Inc added | 346,853 | $8M | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP trimmed | 339,338 | $8M | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 312,787 | $8M | 0.2% | 2026-Q1 |
| Gilman Hill Asset Management, LLC added | 311,398 | $8M | 0.2% | 2026-Q1 |
| Linscomb Wealth, Inc. trimmed | 305,895 | $7M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 304,802 | $7M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 292,466 | $7M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 288,945 | $7M | 0.2% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 279,490 | $7M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC added | 258,057 | $6M | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ added | 257,905 | $6M | 0.2% | 2026-Q1 |
| Founders Capital Management added | 255,424 | $6M | 0.2% | 2026-Q1 |
| JRM Investment Counsel, LLC added | 255,000 | $6M | 0.2% | 2026-Q1 |
| Moors & Cabot, Inc. trimmed | 241,284 | $6M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 240,603 | $6M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 233,102 | $6M | 0.1% | 2026-Q1 |
| ASSETMARK, INC added | 231,191 | $6M | 0.1% | 2026-Q1 |
| Americana Partners, LLC | 228,717 | $6M | 0.1% | 2026-Q1 |
| HF Advisory Group, LLC added | 228,046 | $6M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 205,830 | $5M | 0.1% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 204,140 | $5M | 0.1% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 198,087 | $5M | 0.1% | 2026-Q1 |
| KAYNE ANDERSON CAPITAL ADVISORS LP added | 197,711 | $5M | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 194,992 | $5M | 0.1% | 2026-Q1 |
| TWO SIGMA ADVISERS, LP trimmed | 2,889,241 | $55M | 1.4% | 2025-Q4 stale |
| VANGUARD GROUP INC trimmed | 2,814,674 | $54M | 1.4% | 2025-Q4 stale |
| ALGERT GLOBAL LLC added | 932,015 | $18M | 0.5% | 2025-Q2 stale |
| BANK OF MONTREAL /CAN/ trimmed | 370,489 | $7M | 0.2% | 2025-Q2 stale |
| CI INVESTMENTS INC. trimmed | 369,695 | $7M | 0.2% | 2025-Q3 stale |
| Verition Fund Management LLC added | 318,472 | $6M | 0.2% | 2025-Q4 stale |
| MERITAGE PORTFOLIO MANAGEMENT added | 314,420 | $6M | 0.2% | 2025-Q4 stale |
| Bard Financial Services, Inc. added | 297,675 | $5M | 0.1% | 2025-Q3 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 282,975 | $5M | 0.1% | 2025-Q4 stale |
| ING GROEP NV added | 257,000 | $5M | 0.1% | 2025-Q2 stale |
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.