Public record / Tickers / PAGP

PAGP — PLAINS GP HOLDINGS LP†

Both disclosure regimes on one name: who in Congress filed about PAGP, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
18
all PTR rows naming PAGP
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-20
filed 2025-08-20
13F holders
276
top-276 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Bill Flores · $100K–$250K

BUY · traded 2014-08-08 → filed 2014-09-10. Ranked over every PAGP row by the provable lower bound, never a point estimate.

No member disclosed PAGP in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated PAGP rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PAGP · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PAGP
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-20Ritchie Torres D–NY-15BUYTraded 2024-09-26 LATE·328d$1K–$15K
2021-05-02Perdue , Jr, David A —SELL JT (jointly owned)Traded 2020-04-15 LATE·382d$1K–$15Kamendment pending
2020-04-05David Perdue R–GABUY JT (jointly owned)Traded 03-20 +16d$1K–$15K
2020-04-05David Perdue R–GABUY JT (jointly owned)Traded 03-20 +16d$1K–$15K
2019-12-03Cruz, Rafael E —SELL JT (jointly owned)Traded 11-27 +6d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 18 ↗

Members active in PAGP

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed PAGP in the trailing 12 months.

Congress ↔ notable managers · PAGP

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $1.1M held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · PLAINS GP HLDGS L P

Merged timeline of congressional filings and notable-manager moves on PAGP
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FNEW+43,347 sh

1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of PAGP for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1MASSACHUSETTS FINANCIAL SERVICES CO /MA/$220M1
2Energy Income Partners, LLC$218M1
3TWO SIGMA INVESTMENTS, LP$175M1
4Artemis Investment Management LLP$163M1
5BARROW HANLEY MEWHINNEY & STRAUSS LLC$109M1
6Invesco Ltd.$107M1
7MORGAN STANLEY$98.7M1
8UBS Group AG$91.2M1
9BANK OF AMERICA CORP /DE/$91.1M1
10CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$84.0M1
11Advisors Capital Management, LLC$71.3M1
12HSBC HOLDINGS PLC$65.7M1
13Qube Research & Technologies Ltd$63.4M1
14VANGUARD PORTFOLIO MANAGEMENT LLC$55.8M1
15BlackRock, Inc.$54.7M1
16Recurrent Investment Advisors LLC$51.4M1
17MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$50.1M1
18Blackstone Inc.$48.1M1
19D. E. Shaw & Co., Inc.$35.7M1
20Simplify Asset Management Inc.$30.9M1
21ALPS ADVISORS INC$30.3M1
22Propel Bio Management, LLC$30.2M1
23WESTWOOD HOLDINGS GROUP INC$29.3M1
24JENNISON ASSOCIATES LLC$27.4M1
25LPL Financial LLC$25.5M1
26WELLS FARGO & COMPANY/MN$24.8M1
27MACKENZIE FINANCIAL CORP$20.9M1
28RR Advisors, LLC$20.3M1
29STIFEL FINANCIAL CORP$20.1M1
30Turtle Creek Wealth Advisors, LLC$19.4M1
31Yaupon Capital Management LP$18.9M1
32Catalyst Capital Advisors LLC$17.4M1
33EVERGREEN CAPITAL MANAGEMENT LLC$16.8M1
34STATE STREET CORP$15.6M1
35BALYASNY ASSET MANAGEMENT L.P.$13.6M1
36EAGLE GLOBAL ADVISORS LLC$13.5M1
37RAYMOND JAMES FINANCIAL INC$13.5M1
38STOREBRAND ASSET MANAGEMENT AS$13.0M1
39Voleon Capital Management LP$11.5M1
40CITADEL ADVISORS LLC$11.3M1
41ROYAL BANK OF CANADA$11.1M1
42Connor, Clark & Lunn Investment Management Ltd.$10.6M1
43UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$10.3M1
44Swiss National Bank$9.5M1
45Oxbow Advisors, LLC$9.5M1
46Callodine Capital Management, LP$9.5M1
47ENVESTNET ASSET MANAGEMENT INC$9.3M1
48Susquehanna Portfolio Strategies, LLC$9.2M1
49NEOS Investment Management LLC$9.2M1
50Cambria Investment Management, L.P.$9.1M1
51Engineers Gate Manager LP$8.2M1
52STATE OF WISCONSIN INVESTMENT BOARD$7.6M1
53Gilman Hill Asset Management, LLC$7.6M1
54Linscomb Wealth, Inc.$7.4M1
55AMERICAN CENTURY COMPANIES INC$7.1M1
56Pathstone Holdings, LLC$6.8M1
57Waverly Advisors, LLC$6.3M1
58STEPHENS INC /AR/$6.3M1
59Founders Capital Management$6.2M1
60JRM Investment Counsel, LLC$6.2M1
61Moors & Cabot, Inc.$5.9M1
62Corient Private Wealth LLC$5.8M1
63ASSETMARK, INC$5.6M1
64Americana Partners, LLC$5.6M1
65HF Advisory Group, LLC$5.5M1
66Universal- Beteiligungs- und Servicegesellschaft mbH$5.0M1
67EXCHANGE TRADED CONCEPTS, LLC$5.0M1
68KAYNE ANDERSON CAPITAL ADVISORS LP$4.8M1
69CITIGROUP INC$4.7M1
70PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$4.6M1
71Heronetta Management, L.P.$4.4M1
72Cetera Investment Advisers$4.3M1
73Maryland State Retirement & Pension System$4.3M1
74HighTower Advisors, LLC$4.3M1
75CENTRAL VALLEY ADVISORS, LLC$4.3M1
76Schonfeld Strategic Advisors LLC$4.2M1
77Chicago Partners Investment Group LLC$4.2M1
78Legal & General Group Plc$4.0M1
79CWA Asset Management Group, LLC$3.9M1
80Aventail Capital Group, LP$3.7M1
81TEACHER RETIREMENT SYSTEM OF TEXAS$3.6M1
82ProVise Management Group, LLC$3.4M1
83FIRST TRUST ADVISORS LP$3.4M1
84VANGUARD ASSET MANAGEMENT, Ltd$3.2M1
85Kestra Advisory Services, LLC$3.2M1
86OSAIC HOLDINGS, INC.$3.1M1
87XTX Topco Ltd$3.1M1
88Vident Advisory, LLC$2.7M1
89NewEdge Advisors, LLC$2.6M1
90U.S. Capital Wealth Advisors, LLC$2.6M1
91Avidian Wealth Enterprises, LLC$2.5M1
92State of New Jersey Common Pension Fund D$2.5M1
93US BANCORP \DE\$2.3M1
94D.A. DAVIDSON & CO.$2.3M1
95WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.3M1
96Janus Henderson Group Ltd.$2.2M1
97Allianz Asset Management GmbH$2.1M1
98Diesslin Group, Inc.$2.0M1
99NORTHERN TRUST CORP$2.0M1
100ANGELES WEALTH MANAGEMENT, LLC$2.0M1
101Ellsworth Advisors, LLC$1.8M1
102DUFF & PHELPS INVESTMENT MANAGEMENT CO$1.7M1
103Zurcher Kantonalbank (Zurich Cantonalbank)$1.6M1
104SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.5M1
105Man Group plc$1.4M1
106Arizona State Retirement System$1.3M1
107Chesley Taft & Associates LLC$1.3M1
108Vanguard Investments Australia, Ltd.$1.2M1
109COMMONWEALTH EQUITY SERVICES, LLC$1.2M1
110Marks Group Wealth Management, Inc$1.2M1
111Cresset Asset Management, LLC$1.2M1
112Forvis Mazars Wealth Advisors, LLC$1.1M1
113SUMMIT SECURITIES GROUP LLC$1.1M1
114TRUIST FINANCIAL CORP$1.1M1
115DRW Securities, LLC$1.1M1
116Gotham Asset Management, LLC$1.1M1
117Dakota Wealth Management$1.0M1
118Private Advisor Group, LLC$1.0M1
119BITTERROOT CAPITAL ADVISORS LLC$1.0M1
120Quantinno Capital Management LP$976K1
121Leisure Capital Management$964K1
122MML INVESTORS SERVICES, LLC$949K1
123Ashton Thomas Private Wealth, LLC$929K1
124Modern Wealth Management, LLC$917K1
125&PARTNERS$909K1
126PFG Investments, LLC$876K1
127FOX RUN MANAGEMENT, L.L.C.$866K1
128KESTRA PRIVATE WEALTH SERVICES, LLC$849K1
129Resona Asset Management Co.,Ltd.$830K1
130COWA, LLC$825K1
131COFG Advisors, LLC$790K1
132Amundi$734K1
133MERCER GLOBAL ADVISORS INC /ADV$733K1
134OPPENHEIMER & CO INC$727K1
135Intrua Financial, LLC$718K1
136Requisite Capital Management, LLC$718K1
137FIRST FINANCIAL BANKSHARES INC$698K1
138NewEdge Wealth, LLC$694K1
139Essex Financial Services, Inc.$636K1
140JANE STREET GROUP, LLC$632K1
141TWIN CITY PRIVATE WEALTH, LLC$621K1
142Stratos Wealth Partners, LTD.$612K1
143NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$610K1
144INDEPENDENT FINANCIAL GROUP, LLC$605K1
145Mariner, LLC$596K1
146PRINCIPAL SECURITIES, INC.$571K1
147Storgate, LLC$560K1
148MGO ONE SEVEN LLC$543K1
149BRASADA CAPITAL MANAGEMENT, LP$522K1
150SCS Capital Management LLC$507K1
151Rockefeller Capital Management L.P.$477K1
152Swiss Life Asset Management Ltd$467K1
153Formidable Asset Management, LLC$464K1
154Tidal Investments LLC$464K1
155WESTCO ADVISORY SERVICES INC /ADV$449K1
156Voya Financial Advisors, Inc.$448K1
157Texas Yale Capital Corp.$440K1
158Revisor Wealth Management LLC$434K1
159Arista Wealth Management, LLC$426K1
160Creative Planning$425K1
161DIVERSIFY WEALTH MANAGEMENT, LLC$414K1
162Vise Technologies, Inc.$412K1
163MILLENNIUM MANAGEMENT LLC$403K1
164ProShare Advisors LLC$398K1
165Alliance Wealth Advisors, LLC$397K1
166IVC Wealth Advisors LLC$391K1
167Palo Duro Investment Partners, LP$388K1
168Savvy Advisors, Inc.$386K1
169Diversify Advisory Services, LLC$385K1
170Aegis Wealth Management LLC$378K1
171Highlander Partners, L.P.$364K1
172Wealth Alliance Advisory Group, LLC$361K1
173Vanguard Personalized Indexing Management, LLC$346K1
174DEUTSCHE BANK AG\$336K1
175Ascentis Independent Advisors$333K1
176CIBC Bancorp USA Inc.$331K1
177Callahan Advisors, LLC$330K1
178Counterpoint Mutual Funds LLC$329K1
179Drucker Wealth 3.0, LLC$313K1
180Snowden Capital Advisors LLC$299K1
181BTG Pactual Asset Management US LLC$289K1
182TRED AVON FAMILY WEALTH, LLC$288K1
183Kovack Advisors, Inc.$287K1
184FIDUCIARY FINANCIAL GROUP, LLC$283K1
185Principle Wealth Partners LLC$278K1
186Beacon Pointe Advisors, LLC$275K1
187Disciplined Investments, LLC$269K1
188Headlands Technologies LLC$264K1
189Amplify Investments, LLC$241K1
190Platform Technology Partners$239K1
191HUNTINGTON NATIONAL BANK$228K1
192CFO4Life Group, LLC$227K1
193KPP Advisory Services LLC$227K1
194Atria Investments, Inc$227K1
195Scientech Research LLC$223K1
196Bridgefront Capital, LLC$222K1
197LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$221K1
198Steward Partners Investment Advisory, LLC$220K1
199Arrow Investment Advisors, LLC$219K1
200GDS Wealth Management$216K1
201FORA Capital, LLC$215K1
202Advisor Resource Council$210K1
203Brucke Financial, Inc.$202K1
204Virtus Investment Advisers, LLC$193K1
205Bayforest Capital Ltd$175K1
206State of Wyoming$159K1
207CWM, LLC$158K1
208Annis Gardner Whiting Capital Advisors, LLC$154K1
209MAI Capital Management$153K1
210MARK SHEPTOFF FINANCIAL PLANNING, LLC$143K1
211Ensign Peak Advisors, Inc$137K1
212BNP Paribas Asset Management Holding S.A.$133K1
213VIRTUS ADVISERS, LLC$115K1
214Arax Advisory Partners$90.5K1
215Allworth Financial LP$88.6K1
216NATIONAL BANK OF CANADA /FI/$87.4K1
217Larson Financial Group LLC$60.7K1
218CHILTON CAPITAL MANAGEMENT LLC$51.0K1
219PROSPERITY BANCSHARES INC$28.2K1
220HRT FINANCIAL LP$26.4K1
221Hilltop National Bank$19.4K1
222Luken Investment Analytics, LLC$18.2K1
223SJS Investment Consulting Inc.$17.1K1
224TD Capital Management LLC$16.8K1
225Pacific Center for Financial Services$14.6K1
226Medallion Wealth Advisors, LLC$14.4K1
227Vestcor Inc$8.4K1
228UMB Bank, n.a.$7.7K1
229Geneos Wealth Management Inc.$7.6K1
230TD Waterhouse Canada Inc.$7.1K1
231Blue Trust, Inc.$5.9K1
232Vermillion Wealth Management, Inc.$5.5K1
233SHP Wealth Management$5.3K1
234Smartleaf Asset Management LLC$4.0K1
235SIGNATUREFD, LLC$3.9K1
236FMR LLC$2.9K1
237Financial Freedom, LLC$2.9K1
238NFSG Corp$2.7K1
239Optiver Holding B.V.$2.6K1
240MCGUIRE CAPITAL ADVISORS INC$2.4K1
241Bell Investment Advisors, Inc$2.4K1
242BROWN, LISLE/CUMMINGS, INC.$1.7K1
243GSA CAPITAL PARTNERS LLP$1.1K1
244Godfrey Financial Associates, Inc.$8981
245CANADA LIFE ASSURANCE Co$5751
246Walleye Capital LLC$1941
247Avion Wealth$201
248VALLEY NATIONAL ADVISERS INC$21
249VANGUARD GROUP INC— value not disclosed1
250HARBOUR INVESTMENTS, INC.— value not disclosed1
251OPPENHEIMER ASSET MANAGEMENT INC.— value not disclosed1
252CIBC Private Wealth Group LLC— value not disclosed1
253SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC— value not disclosed1
254TWO SIGMA SECURITIES, LLC— value not disclosed1
255Verition Fund Management LLC— value not disclosed1
256TWO SIGMA ADVISERS, LP— value not disclosed1
257Tower Research Capital LLC (TRC)— value not disclosed1
258HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND— value not disclosed1
259JNBA Financial Advisors— value not disclosed1
260FINANCIAL CONSULATE, INC— value not disclosed1
261Northside Capital Management, LLC— value not disclosed1
262Squarepoint Ops LLC— value not disclosed1
263QUADRANT CAPITAL GROUP LLC— value not disclosed1
264McIlrath & Eck, LLC— value not disclosed1
265Vestmark Advisory Solutions, Inc.— value not disclosed1
266Global Retirement Partners, LLC— value not disclosed1
267CVA Family Office, LLC— value not disclosed1
268Concord Wealth Partners— value not disclosed1
269OCCUDO QUANTITATIVE STRATEGIES LP— value not disclosed1
270STABLEFORD CAPITAL II LLC— value not disclosed1
271WCG Wealth Advisors LLC— value not disclosed1
272TUCKER ASSET MANAGEMENT LLC— value not disclosed1
273SageView Advisory Group, LLC— value not disclosed1
274Cape Investment Advisory, Inc.— value not disclosed1
275ABOUND FINANCIAL, LLC— value not disclosed1
276Wealth Watch Advisors, INC— value not disclosed1
Truncated by Public Filings. Every one of the 248 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on PAGP

RETAINED WINDOW · ACTIVE HITS

Zero hits on PAGP in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for PAGP · financials and macro

Financials — as filed PLANNED

PAGP's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: PAGP on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing