undamentalytics Newsletter

Plains GP Holdings LP: which funds bought and sold

Institutions that bought and sold Plains GP Holdings shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 142 institutions that filed 13F reports for both quarters added to or opened positions in Plains GP Holdings, and 146 cut or closed them. Together they sold a net 366K shares, −0.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 295K shares (+0.7%); index fund managers were net sellers of 651K shares (−11.9%). 31 opened a new position and 26 sold out entirely.

Bought, Q2 2026 142 institutions, 31 of them new holders Sold, Q2 2026 146 institutions, 26 of them sold out
Net change, all compared −366K shares (−0.2%)
Net change, active managers +295K shares (+0.7%), 11 bought, 12 sold

Buyers versus sellers

institutions compared, 358
Active managers and hedge funds 11 bought · 12 sold · +295K
Index fund managers 3 bought · 4 sold · −651K
Other institutions 128 bought · 130 sold · −9,499

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
D. E. Shaw & Co., Inc. Hedge fund +1.4M +97.7% 2.9M $70.5M
Pathstone Holdings, LLC +1.2M +436.8% 1.5M $36.4M
Jpmorgan Chase & Co +702K +163.1% 1.1M $27.3M
Yaupon Capital Management LP Hedge fund +577K +74.1% 1.4M $32.9M
Citadel Advisors LLC Hedge fund +523K +112.0% 990K $24M
Indivisible Partners +387K New position 387K $9.4M
Cushing Asset Management, LP Dba Nxg Investment Management +335K +9.7% 3.8M $92.1M
Treasurer Of The State Of North Carolina +261K New position 261K $6.3M
Jefferies Financial Group Inc. +258K New position 258K $6.3M
Arax Advisory Partners +185K +4955.4% 189K $4.6M
Nuveen, LLC +183K New position 183K $4.4M
Connor, Clark & Lunn Investment Management Ltd. +176K +40.3% 614K $14.9M
Balyasny Asset Management L.P. Hedge fund +152K +27.1% 712K $17.3M
HSBC Holdings PLC +148K +5.5% 2.9M $69.3M
Kestra Advisory Services, LLC +142K +107.3% 275K $6.7M
Neos Investment Management LLC +122K +32.3% 501K $12.2M
Neuberger Berman Group LLC Active manager +120K +15.4% 899K $21.8M
American Century Companies Inc Active manager +116K +39.6% 408K $9.9M
Bank Of America Corp +113K +3.0% 3.9M $93.8M
Cambridge Investment Research Advisors, Inc. +98K +88.9% 208K $5M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Artemis Investment Management LLP Active manager −1.4M −21.4% 5.3M $128M
Tortoise Capital Advisors, L.L.C. −682K −5.8% 11.1M $270M
Morgan Stanley −576K −14.2% 3.5M $84.7M
Goldman Sachs Group Inc −522K −7.4% 6.6M $159M
BNP Paribas Financial Markets −515K −24.6% 1.6M $38.3M
UBS Group AG −474K −12.6% 3.3M $79.6M
Vanguard Portfolio Management LLC Index funds −437K −19.0% 1.9M $45.2M
Wells Fargo & Company −370K −36.2% 650K $15.8M
Voleon Capital Management LP Hedge fund −341K −72.1% 132K $3.2M
Recurrent Investment Advisors LLC −334K −15.7% 1.8M $43.6M
Qube Research & Technologies Ltd Hedge fund −328K −12.6% 2.3M $55.4M
Barrow Hanley Mewhinney & Strauss LLC Active manager −271K −6.0% 4.2M $102M
Blackrock, Inc. Index funds −220K −9.8% 2.0M $49.3M
Vestcor Inc −216K −62.2% 131K $3.2M
Aventail Capital Group, LP −153K Sold out 0 —
HRT Financial LP −146K −13.4% 942K $22.9M
Massachusetts Financial Services Co Active manager −135K −1.5% 8.9M $217M
Xtx Topco Ltd −113K −88.9% 14K $341,989
Westwood Holdings Group Inc Active manager −106K −8.8% 1.1M $26.7M
Clearbridge Investments, LLC Active manager −91K −1.3% 6.9M $166M

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Aventail Capital Group, LP 153K $3.7M
Man Group PLCHedge fund 57K $1.4M
Gsa Capital Partners LLP 46K $1.1M
Fox Run Management, L.L.C. 35K $865,860
Jane Street Group, LLC 26K $631,717
Ascentis Independent Advisors 14K $332,636
Btg Pactual Asset Management Us LLC 12K $289,272
Kovack Advisors, Inc. 12K $287,440
Kpp Advisory Services LLC 9,333 $226,603
Scientech Research LLC 9,191 $223,157

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
336
Ten largest holders
44.9%
of 13F-reported shares
Index fund managers
3.2%
of 13F-reported shares
Active managers and hedge funds
30.5%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 11 12 1 2 +295K +0.7%
Index fund managers 3 4 0 0 −651K −11.9%
Other institutions 128 130 30 24 −9,499 −0.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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