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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Bill Flores · $100K–$250K

Purchase · 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

1 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 1 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-20Ritchie Torres D–NY-15PurchaseTraded 2024-09-26 LATE·328d$1K–$15K
2021-05-02Perdue , Jr, David A Sale · JT (jointly owned)Traded 2020-04-15 LATE·382d$1K–$15Kamendment pending
2020-04-05David Perdue R–GAPurchase · JT (jointly owned)Traded 03-20 +16d$1K–$15K
2020-04-05David Perdue R–GAPurchase · JT (jointly owned)Traded 03-20 +16d$1K–$15K
2019-12-03Cruz, Rafael E Sale · JT (jointly owned)Traded 11-27 +6d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
250HARBOUR INVESTMENTS, INC.$01
251OPPENHEIMER ASSET MANAGEMENT INC.$01
252CIBC Private Wealth Group LLC$01
253SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$01
254TWO SIGMA SECURITIES, LLC$01
255Verition Fund Management LLC$01
256TWO SIGMA ADVISERS, LP$01
257Tower Research Capital LLC (TRC)$01
258HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$01
259JNBA Financial Advisors$01
260FINANCIAL CONSULATE, INC$01
261Northside Capital Management, LLC$01
262Squarepoint Ops LLC$01
263QUADRANT CAPITAL GROUP LLC$01
264McIlrath & Eck, LLC$01
265Vestmark Advisory Solutions, Inc.$01
266Global Retirement Partners, LLC$01
267CVA Family Office, LLC$01
268Concord Wealth Partners$01
269OCCUDO QUANTITATIVE STRATEGIES LP$01
270STABLEFORD CAPITAL II LLC$01
271WCG Wealth Advisors LLC$01
272TUCKER ASSET MANAGEMENT LLC$01
273SageView Advisory Group, LLC$01
274Cape Investment Advisory, Inc.$01
275ABOUND FINANCIAL, LLC$01
276Wealth Watch Advisors, INC$01
Truncated by Public Filings. The published aggregate ranks the top 276 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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