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PAGP Institutional Ownership

Plains GP Holdings LP
1W: +5.7% 1M: +8.6% 3M: +11.6% YTD: +51.8% 1Y: +65.6% 3Y: +109.8% 5Y: +233.4%
$28.44
-0.43 (-1.49%)
After Hours: $28.72 (+0.28, +0.98%)
Weekly Expected Move ±2.0%
$27 $28 $29 $29 $30
NASDAQ · Energy · Oil & Gas Midstream · Tech Score Buy · Power 62 · $5.7B mcap · 192M float · 0.841% daily turnover · Short 67% of daily vol
Credit Risk of going bust: lower than 74% of companies Debt: 60.2% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.39 (down 95%), Plains GP Holdings LP would be worth roughly what it owes.
Total debt $8.63B against a stock market value of $5.71B.
Distance to default 8.33 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $4.22B (short-term plus half of long-term), stock volatility 17.9%; Altman Z'' 0.64. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

Institutional Ownership — PAGP

373
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
$4B
Total Invested
36
New Positions
111
Increased
149
Reduced
28
Closed
0.85
Put/Call Ratio

Ownership Trends

Top Institutional Holders (390 total)

# Holder Shares Value Change Change % Holding Period Filing
1 TORTOISE CAPITAL ADVISORS, L.L.C. 11,116,796 $321M -682,302 -5.8% 39Q SEC ↗
2 Energy Income Partners, LLC 9,045,863 $261M +71,087 +0.8% 31Q SEC ↗
3 MASSACHUSETTS FINANCIAL SERVICES CO /M 8,930,864 $258M -135,308 -1.5% 39Q SEC ↗
4 TWO SIGMA INVESTMENTS, LP 7,199,867 $208M +9,640 +0.1% 21Q SEC ↗
5 Clearbridge Investments, LLC 6,854,964 $198M -91,118 -1.3% 39Q SEC ↗
6 GOLDMAN SACHS GROUP INC 6,556,006 $189M -521,921 -7.4% 15Q SEC ↗
7 Artemis Investment Management LLP 5,276,057 $152M -1,435,899 -21.4% 5Q SEC ↗
8 Invesco Ltd. 4,423,183 $128M +36,783 +0.8% 39Q SEC ↗
9 BARROW HANLEY MEWHINNEY & STRAUSS LLC 4,207,381 $121M -270,882 -6.0% 13Q SEC ↗
10 BANK OF AMERICA CORP /DE 3,865,600 $112M +112,893 +3.0% 15Q SEC ↗
11 CUSHING ASSET MANAGEMENT, LP dba NXG I 3,795,000 $110M +335,000 +9.7% 39Q SEC ↗
12 MORGAN STANLEY 3,489,870 $101M -575,971 -14.2% 39Q SEC ↗
13 UBS Group AG 3,280,555 $95M -473,565 -12.6% 39Q SEC ↗
14 Advisors Capital Management, LLC 2,942,570 $85M +5,461 +0.2% 15Q SEC ↗
15 D. E. Shaw & Co., Inc. 2,904,729 $84M +1,435,748 +97.7% 11Q SEC ↗
16 HSBC HOLDINGS PLC 2,854,795 $82M +147,603 +5.5% 39Q SEC ↗
17 Qube Research & Technologies Ltd 2,283,853 $66M -328,205 -12.6% 12Q SEC ↗
18 BlackRock, Inc. 2,031,022 $59M -220,028 -9.8% 8Q SEC ↗
19 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2,012,334 $58M -52,521 -2.5% 9Q SEC ↗
20 Brookfield Corp /ON 1,921,458 $55M -65,700 -3.3% 21Q SEC ↗
21 Blackstone Inc. 1,900,132 $55M -79,029 -4.0% 25Q SEC ↗
22 VANGUARD PORTFOLIO MANAGEMENT LLC 1,860,469 $54M -436,760 -19.0% 2Q SEC ↗
23 Recurrent Investment Advisors LLC 1,791,325 $52M -333,622 -15.7% 27Q SEC ↗
24 BNP PARIBAS FINANCIAL MARKETS 1,577,575 $46M -514,660 -24.6% 38Q SEC ↗
25 Pathstone Holdings, LLC 1,500,302 $43M +1,220,812 +436.8% 11Q SEC ↗
26 MILLER HOWARD INVESTMENTS INC /NY 1,395,186 $40M -26,332 -1.9% 39Q SEC ↗
27 Yaupon Capital Management LP 1,354,670 $39M +576,717 +74.1% 2Q SEC ↗
28 McGowan Group Asset Management, Inc. 1,342,670 $39M -6,198 -0.5% 10Q SEC ↗
29 Propel Bio Management, LLC 1,272,360 $37M — +0.0% 9Q SEC ↗
30 Simplify Asset Management Inc. 1,272,360 $37M — +0.0% 14Q SEC ↗
31 ALPS ADVISORS INC 1,270,121 $37M +21,497 +1.7% 39Q SEC ↗
32 JPMORGAN CHASE & CO 1,132,344 $33M +702,039 +163.1% 39Q SEC ↗
33 BARCLAYS PLC 1,107,706 $32M +80,424 +7.8% 39Q SEC ↗
34 JENNISON ASSOCIATES LLC 1,105,491 $32M -21,336 -1.9% 29Q SEC ↗
35 WESTWOOD HOLDINGS GROUP INC 1,102,100 $32M -106,254 -8.8% 15Q SEC ↗
36 LPL Financial LLC 1,052,415 $30M +902 +0.1% 26Q SEC ↗
37 CITADEL ADVISORS LLC 989,667 $29M +522,761 +112.0% 11Q SEC ↗
38 HRT FINANCIAL LP 941,788 $27M -145,631 -13.4% 13Q SEC ↗
39 MACKENZIE FINANCIAL CORP 935,468 $27M +73,044 +8.5% 38Q SEC ↗
40 NEUBERGER BERMAN GROUP LLC 899,024 $26M +120,254 +15.4% 39Q SEC ↗
41 Goodman Financial Corp 834,230 $24M +16,203 +2.0% 29Q SEC ↗
42 STIFEL FINANCIAL CORP 821,087 $24M -5,739 -0.7% 39Q SEC ↗
43 Turtle Creek Wealth Advisors, LLC 810,338 $23M +10,000 +1.2% 6Q SEC ↗
44 RR Advisors, LLC 787,888 $23M -49,401 -5.9% 39Q SEC ↗
45 Catalyst Capital Advisors LLC 718,163 $21M +1,000 +0.1% 39Q SEC ↗
46 Balyasny Asset Management L.P. 711,851 $21M +151,770 +27.1% 2Q SEC ↗
47 STATE STREET CORP 692,771 $20M +48,614 +7.5% 38Q SEC ↗
48 VICTORY CAPITAL MANAGEMENT INC 678,784 $20M -10,782 -1.6% 18Q SEC ↗
49 WELLS FARGO & COMPANY/MN 650,309 $19M -369,684 -36.2% 39Q SEC ↗
50 Connor, Clark & Lunn Investment Manage 613,587 $18M +176,320 +40.3% 5Q SEC ↗

Recent Activity

Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
D. E. Shaw & Co., Inc. +1,435,748 +97.7% 2,904,729
Pathstone Holdings, LLC +1,220,812 +436.8% 1,500,302
JPMORGAN CHASE & CO +702,039 +163.1% 1,132,344
Yaupon Capital Management LP +576,717 +74.1% 1,354,670
CITADEL ADVISORS LLC +522,761 +112.0% 989,667
CUSHING ASSET MANAGEMENT, LP dba NX +335,000 +9.7% 3,795,000
Arax Advisory Partners +184,788 +4955.4% 188,517
Connor, Clark & Lunn Investment Man +176,320 +40.3% 613,587
Balyasny Asset Management L.P. +151,770 +27.1% 711,851
HSBC HOLDINGS PLC +147,603 +5.5% 2,854,795
Kestra Advisory Services, LLC +142,388 +107.3% 275,141
NEOS Investment Management LLC +122,149 +32.3% 500,799
NEUBERGER BERMAN GROUP LLC +120,254 +15.4% 899,024
AMERICAN CENTURY COMPANIES INC +115,865 +39.6% 408,331
BANK OF AMERICA CORP /DE +112,893 +3.0% 3,865,600
BARCLAYS PLC +80,424 +7.8% 1,107,706
MACKENZIE FINANCIAL CORP +73,044 +8.5% 935,468
Energy Income Partners, LLC +71,087 +0.8% 9,045,863
Headlands Technologies LLC +65,720 +605.2% 76,580
Universal- Beteiligungs- und Servic +63,140 +30.7% 268,970
Biggest Decreases (20)
HolderReducedChange %Total Shares
Artemis Investment Management LLP -1,435,899 -21.4% 5,276,057
TORTOISE CAPITAL ADVISORS, L.L.C. -682,302 -5.8% 11,116,796
MORGAN STANLEY -575,971 -14.2% 3,489,870
GOLDMAN SACHS GROUP INC -521,921 -7.4% 6,556,006
BNP PARIBAS FINANCIAL MARKETS -514,660 -24.6% 1,577,575
UBS Group AG -473,565 -12.6% 3,280,555
VANGUARD PORTFOLIO MANAGEMENT LLC -436,760 -19.0% 1,860,469
WELLS FARGO & COMPANY/MN -369,684 -36.2% 650,309
Voleon Capital Management LP -340,523 -72.1% 131,918
Recurrent Investment Advisors LLC -333,622 -15.7% 1,791,325
Qube Research & Technologies Ltd -328,205 -12.6% 2,283,853
BARROW HANLEY MEWHINNEY & STRAUSS L -270,882 -6.0% 4,207,381
BlackRock, Inc. -220,028 -9.8% 2,031,022
Vestcor Inc -215,792 -62.2% 131,061
HRT FINANCIAL LP -145,631 -13.4% 941,788
MASSACHUSETTS FINANCIAL SERVICES CO -135,308 -1.5% 8,930,864
XTX Topco Ltd -113,052 -88.9% 14,091
WESTWOOD HOLDINGS GROUP INC -106,254 -8.8% 1,102,100
Clearbridge Investments, LLC -91,118 -1.3% 6,854,964
EVERGREEN CAPITAL MANAGEMENT LLC -87,497 -12.6% 605,118

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms