Who owns Plains GP Holdings (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-Q2 13F filings (latest filed 2026-09-22). 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
53 tracked funds added or opened PAGP while 68 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2.7% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 2.7pp 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 2026-Q1 and 2026-Q2, across 326 tracked filers holding PAGP, 143 increased or opened the position and 163 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 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 7
- Indivisible Partners$9M
- Jefferies Financial Group Inc.$6M
- Nuveen, LLC$4M
- NewEdge Advisors, LLC$3M
- Jupiter Topco LLC$2M
- J. Goldman & Co LP$2M
Full exits 22
- CHICKASAW CAPITAL MANAGEMENT LLC$211M
- HRT FINANCIAL LP$26M
- THOMPSON SIEGEL & WALMSLEY LLC$13M
- Vestcor Inc$8M
- HighTower Advisors, LLC$4M
- Janney Montgomery Scott LLC$4M
Largest adds
- D. E. Shaw & Co., Inc.$35M
- Pathstone Holdings, LLC$30M
- JPMORGAN CHASE & CO$17M
- Yaupon Capital Management LP$14M
- CITADEL ADVISORS LLC$13M
- CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$8M
Largest trims
- Artemis Investment Management LLP$35M
- TORTOISE CAPITAL ADVISORS, L.L.C.$17M
- MORGAN STANLEY$14M
- GOLDMAN SACHS GROUP INC$13M
- BNP PARIBAS FINANCIAL MARKETS$13M
- UBS Group AG$12M
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 |
|---|---|---|---|---|
| TORTOISE CAPITAL ADVISORS, L.L.C. trimmed | 11,116,796 | $270M | 7.8% | 2026-Q2 |
| Energy Income Partners, LLC added | 9,045,863 | $220M | 6.3% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 8,930,864 | $217M | 6.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 7,199,867 | $175M | 5.0% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 6,854,964 | $166M | 4.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 6,556,006 | $159M | 4.6% | 2026-Q2 |
| Artemis Investment Management LLP trimmed | 5,276,057 | $128M | 3.7% | 2026-Q2 |
| Invesco Ltd. added | 4,423,183 | $107M | 3.1% | 2026-Q2 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 4,207,381 | $102M | 2.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,865,600 | $94M | 2.7% | 2026-Q2 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT added | 3,795,000 | $92M | 2.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 3,489,870 | $85M | 2.4% | 2026-Q2 |
| UBS Group AG trimmed | 3,280,555 | $80M | 2.3% | 2026-Q2 |
| Advisors Capital Management, LLC added | 2,942,570 | $71M | 2.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 2,904,729 | $70M | 2.0% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 2,854,795 | $69M | 2.0% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 2,283,853 | $55M | 1.6% | 2026-Q2 |
| BlackRock, Inc. trimmed | 2,031,022 | $49M | 1.4% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 2,012,334 | $49M | 1.4% | 2026-Q2 |
| Brookfield Corp /ON/ trimmed | 1,921,458 | $47M | 1.3% | 2026-Q2 |
| Blackstone Inc. trimmed | 1,900,132 | $46M | 1.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 1,860,469 | $45M | 1.3% | 2026-Q2 |
| Recurrent Investment Advisors LLC trimmed | 1,791,325 | $44M | 1.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,577,575 | $38M | 1.1% | 2026-Q2 |
| Pathstone Holdings, LLC added | 1,500,302 | $36M | 1.0% | 2026-Q2 |
| MILLER HOWARD INVESTMENTS INC /NY trimmed | 1,395,186 | $34M | 1.0% | 2026-Q2 |
| Yaupon Capital Management LP added | 1,354,670 | $33M | 0.9% | 2026-Q2 |
| McGowan Group Asset Management, Inc. trimmed | 1,342,670 | $33M | 0.9% | 2026-Q2 |
| Simplify Asset Management Inc. | 1,272,360 | $31M | 0.9% | 2026-Q2 |
| Propel Bio Management, LLC | 1,272,360 | $31M | 0.9% | 2026-Q2 |
| ALPS ADVISORS INC added | 1,270,121 | $31M | 0.9% | 2026-Q2 |
| Bahl & Gaynor LLC added | 1,213,582 | $29M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,132,344 | $27M | 0.8% | 2026-Q2 |
| BARCLAYS PLC added | 1,107,706 | $27M | 0.8% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 1,105,491 | $27M | 0.8% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 1,102,100 | $27M | 0.8% | 2026-Q2 |
| LPL Financial LLC added | 1,052,415 | $26M | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 989,667 | $24M | 0.7% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 935,468 | $23M | 0.7% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 899,024 | $22M | 0.6% | 2026-Q2 |
| Goodman Financial Corp added | 834,230 | $20M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 821,087 | $20M | 0.6% | 2026-Q2 |
| Turtle Creek Wealth Advisors, LLC added | 810,338 | $20M | 0.6% | 2026-Q2 |
| RR Advisors, LLC trimmed | 787,888 | $19M | 0.6% | 2026-Q2 |
| Catalyst Capital Advisors LLC added | 718,163 | $17M | 0.5% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 711,851 | $17M | 0.5% | 2026-Q2 |
| STATE STREET CORP added | 692,771 | $17M | 0.5% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 678,784 | $16M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 650,309 | $16M | 0.5% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 613,587 | $15M | 0.4% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 605,118 | $15M | 0.4% | 2026-Q2 |
| EAGLE GLOBAL ADVISORS LLC trimmed | 554,560 | $13M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 537,382 | $13M | 0.4% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS | 533,675 | $13M | 0.4% | 2026-Q2 |
| NEOS Investment Management LLC added | 500,799 | $12M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 418,496 | $10M | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 408,331 | $10M | 0.3% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC added | 403,425 | $10M | 0.3% | 2026-Q2 |
| Oxbow Advisors, LLC added | 403,349 | $10M | 0.3% | 2026-Q2 |
| Engineers Gate Manager LP added | 395,551 | $10M | 0.3% | 2026-Q2 |
| Cambria Investment Management, L.P. added | 394,010 | $10M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 393,048 | $10M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 387,134 | $9M | 0.3% | 2026-Q2 |
| Indivisible Partners new | 387,025 | $9M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 375,055 | $9M | 0.3% | 2026-Q2 |
| Callodine Capital Management, LP trimmed | 340,000 | $8M | 0.2% | 2026-Q2 |
| Gilman Hill Asset Management, LLC added | 313,713 | $8M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 308,426 | $7M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 300,652 | $7M | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 290,543 | $7M | 0.2% | 2026-Q2 |
| Linscomb Wealth, Inc. trimmed | 279,677 | $7M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 275,141 | $7M | 0.2% | 2026-Q2 |
| ASSETMARK, INC added | 273,552 | $7M | 0.2% | 2026-Q2 |
| STEPHENS INC /AR/ added | 272,454 | $7M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 268,970 | $7M | 0.2% | 2026-Q2 |
| Founders Capital Management added | 258,172 | $6M | 0.2% | 2026-Q2 |
| Jefferies Financial Group Inc. new | 257,578 | $6M | 0.2% | 2026-Q2 |
| JRM Investment Counsel, LLC | 255,000 | $6M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 249,530 | $6M | 0.2% | 2026-Q2 |
| Moors & Cabot, Inc. trimmed | 239,284 | $6M | 0.2% | 2026-Q2 |
| Americana Partners, LLC trimmed | 217,421 | $5M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 216,693 | $5M | 0.2% | 2026-Q2 |
| HF Advisory Group, LLC trimmed | 211,872 | $5M | 0.1% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 206,224 | $5M | 0.1% | 2026-Q2 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | 197,711 | $5M | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 194,490 | $5M | 0.1% | 2026-Q2 |
| Prescott Group Capital Management, L.L.C. | 189,439 | $5M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 188,517 | $5M | 0.1% | 2026-Q2 |
| Maryland State Retirement & Pension System added | 186,437 | $5M | 0.1% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 183,844 | $5M | 0.1% | 2026-Q2 |
| Nuveen, LLC added | 182,822 | $4M | 0.1% | 2026-Q2 |
| Heronetta Management, L.P. | 181,025 | $4M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 179,436 | $4M | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 178,935 | $4M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 178,200 | $4M | 0.1% | 2026-Q2 |
| CENTRAL VALLEY ADVISORS, LLC trimmed | 175,704 | $4M | 0.1% | 2026-Q2 |
| CWA Asset Management Group, LLC added | 167,049 | $4M | 0.1% | 2026-Q2 |
| Legal & General Group Plc trimmed | 162,324 | $4M | 0.1% | 2026-Q2 |
| Pinnacle Holdings, LLC trimmed | 161,791 | $4M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 158,666 | $4M | 0.1% | 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.