DaveManuel.com · Institutional Ownership · Who Owns It
Genesis Energy L.P. (GEL)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
119
Reporting holders
$1.3B
Reported value
0.7%
Calls
0.5%
Puts
-7
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ALPS ADVISORS INC | $352.0M | 24,840,174 | 1.65% | 31q | -4.2%-$15.4M |
| Invesco Ltd. | $267.4M | 18,873,970 | 0.02% | 31q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $109.4M | 7,721,496 | 0.13% | 9q | +2.6%+$2.8M |
| MORGAN STANLEY | $68.8M | 4,857,954 | 0.00% | 35q | +22.2%+$12.5M |
| GOLDMAN SACHS GROUP INC | $61.4M | 4,333,462 | 0.01% | 31q | +7.6%+$4.3M |
| JPMORGAN CHASE & CO | $57.1M | 4,063,176 | 0.00% | 31q | +8.2%+$4.3M |
| Creative Planning | $44.0M | 3,105,233 | 0.03% | 9q | HELD |
| Clearbridge Investments, LLC | $41.1M | 2,897,883 | 0.03% | 31q | HELD |
| WESTWOOD HOLDINGS GROUP INC | $30.1M | 2,125,577 | 0.23% | 15q | -0.9%-$278.3K |
| ING GROEP NV | $23.9M | 1,689,700 | 0.12% | 10q | -12.9%-$3.5M |
| Jefferies Financial Group Inc. | $20.4M | 1,441,358 | 0.13% | 9q | +11.9%+$2.2M |
| MILLER HOWARD INVESTMENTS INC /NY | $20.2M | 1,423,389 | 0.54% | 6q | -28.0%-$7.9M |
| CHICKASAW CAPITAL MANAGEMENT LLC | $17.9M | 1,264,224 | 0.64% | 31q | -52.7%-$19.9M |
| UBS Group AG | $17.0M | 1,202,510 | 0.00% | 31q | -32.3%-$8.1M |
| RR Advisors, LLC | $12.3M | 868,342 | 3.56% | 31q | HELD |
| NATIXIS | $12.2M | 861,900 | 0.05% | 22q | HELD |
| CIBC Bancorp USA Inc. | $11.3M | 798,412 | 0.01% | new | NEW |
| CITIGROUP INC | $11.0M | 774,418 | 0.00% | 31q | +50.1%+$3.7M |
| BARCLAYS PLC | $10.5M | 739,426 | 0.00% | 31q | +52.4%+$3.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.2M incl. $5.9M options CALL+PUT | 305,481 | 0.00% | 31q | +183.0%+$6.6M |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | $9.1M | 643,436 | 0.53% | 17q | +1.8%+$164.0K |
| BANK OF AMERICA CORP /DE/ | $8.7M | 611,824 | 0.00% | 31q | +12.0%+$928.5K |
| NEOS Investment Management LLC | $8.5M | 600,617 | 0.03% | 3q | +67.0%+$3.4M |
| Blackstone Inc. | $8.2M | 575,735 | 0.02% | 25q | HELD |
| MANNING & NAPIER ADVISORS LLC | $6.9M | 484,963 | 0.09% | 9q | HELD |
| Callodine Capital Management, LP | $6.9M | 484,963 | 0.45% | 9q | HELD |
| JANE STREET GROUP, LLC | $6.0M incl. $3.3M options CALL+PUT | 186,972 | 0.00% | 31q | HELD |
| Fractal Investments LLC | $4.9M | 343,243 | 0.56% | 19q | HELD |
| Argent Trust Co | $4.7M | 329,325 | 0.13% | 32q | HELD |
| Occam Crest Management LP | $4.6M | 312,000 | 2.41% | 4q | -6.0%-$298.0K |
| CITADEL ADVISORS LLC | $4.6M incl. $1.3M options PUT | 231,463 | 0.00% | 31q | +456.2%+$3.7M |
| DG Capital Management, LLC | $4.0M incl. $2.1M options CALL | 135,140 | 0.85% | 9q | +42.2%+$1.2M |
| Advisors Asset Management, Inc. | $3.4M | 240,484 | 0.05% | 17q | +3.2%+$106.6K |
| ROYAL BANK OF CANADA | $3.4M | 239,465 | 0.00% | 31q | -12.6%-$488.8K |
| Pinnacle Holdings, LLC | $3.3M | 236,087 | 1.03% | 31q | -0.7%-$24.9K |
| Summit Financial, LLC | $3.0M | 210,497 | 0.03% | 7q | HELD |
| Texas Capital Bank Wealth Management Services Inc | $2.8M | 200,000 | 0.15% | 3q | HELD |
| FLAX POND CAPITAL, LLC | $2.7M | 170,464 | 1.01% | 3q | +100.0%+$1.4M |
| HRT FINANCIAL LP | $2.5M | 175,238 | 0.00% | 2q | +1585.8%+$2.3M |
| ELCO Management Co., LLC | $2.4M | 169,202 | 1.03% | 21q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $2.1M | 150,586 | 0.00% | 12q | -12.5%-$305.9K |
| BNP PARIBAS FINANCIAL MARKETS | $2.1M | 145,918 | 0.00% | 30q | +8.8%+$167.0K |
| HighTower Advisors, LLC | $1.7M | 120,269 | 0.00% | 31q | -1.2%-$20.9K |
| GROUP ONE TRADING LLC | $1.7M incl. $1.2M options CALL+PUT | 33,496 | 0.00% | 28q | +109.8%+$866.3K |
| EXCHANGE TRADED CONCEPTS, LLC | $1.6M | 109,484 | 0.01% | 13q | -4.7%-$76.9K |
| Maryland State Retirement & Pension System | $1.5M | 104,911 | 0.03% | 15q | +6.1%+$85.9K |
| Cresset Asset Management, LLC | $1.4M | 100,340 | 0.01% | 7q | -2.9%-$42.2K |
| COHEN & STEERS, INC. | $1.4M | 95,796 | 0.00% | 3q | +226.2%+$941.0K |
| Sowell Financial Services LLC | $1.3M | 91,588 | 0.04% | 15q | HELD |
| DBA TRADING, LLC | $1.3M | 72,500 | 0.65% | 3q | HELD |
| Jump Financial, LLC | $1.2M | 81,383 | 0.01% | 5q | -3.4%-$40.1K |
| SIMPLEX TRADING, LLC | $1.1M incl. $734.0K options CALL+PUT | 28,383 | 0.00% | 31q | +437.3%+$924.7K |
| PEAK6 LLC | $1.0M CALL | options only | 0.00% | 2q | OPTIONS |
| WELLS FARGO & COMPANY/MN | $942.1K | 66,483 | 0.00% | 31q | +5.4%+$48.2K |
| BROWN ADVISORY INC | $941.5K | 66,445 | 0.00% | 7q | HELD |
| RAYMOND JAMES FINANCIAL INC | $836.1K | 59,003 | 0.00% | 7q | -44.5%-$669.3K |
| LPL Financial LLC | $821.1K | 57,947 | 0.00% | 9q | +21.4%+$144.6K |
| OPPENHEIMER ASSET MANAGEMENT INC. | $812.6K | 57,347 | 0.01% | 15q | -6.5%-$56.2K |
| FMR LLC | $763.1K | 53,850 | 0.00% | 5q | +0.5%+$4.1K |
| GSA CAPITAL PARTNERS LLP | $751.0K | 53,029 | 0.05% | new | NEW |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $747.4K | 52,743 | 0.00% | 2q | +61.2%+$283.8K |
| IMC-Chicago, LLC | $703.6K incl. $347.2K options PUT | 25,155 | 0.00% | new | NEW |
| GRIZZLYROCK CAPITAL, LLC | $701.6K | 49,515 | 0.49% | 6q | -31.7%-$325.7K |
| CARRET ASSET MANAGEMENT, LLC | $566.8K | 40,000 | 0.05% | new | NEW |
| AlTi Global, Inc. | $566.8K | 40,000 | 0.01% | new | NEW |
| Argent Advisors, Inc. | $549.2K | 38,760 | 0.14% | 27q | HELD |
| Mutual Advisors, LLC | $525.0K | 37,047 | 0.01% | 8q | +0.9%+$4.6K |
| Hilltop Holdings Inc. | $510.1K | 36,000 | 0.04% | 5q | -5.3%-$28.3K |
| Douglass Winthrop Advisors, LLC | $495.9K | 35,000 | 0.01% | 14q | HELD |
| Sanctuary Advisors, LLC | $383.5K | 27,066 | 0.00% | 2q | +2.0%+$7.5K |
| Advisory Services Network, LLC | $367.8K | 25,955 | 0.00% | 15q | HELD |
| Claro Advisors Inc. | $361.3K | 25,500 | 0.04% | 5q | HELD |
| Bank of New York Mellon Corp | $360.0K | 25,407 | 0.00% | 3q | -27.2%-$134.4K |
| Susquehanna Portfolio Strategies, LLC | $326.2K | 23,019 | 0.01% | new | NEW |
| Horrell Capital Management, Inc. | $311.7K | 22,000 | 0.14% | 31q | HELD |
| TORTOISE CAPITAL ADVISORS, L.L.C. | $274.8K | 19,393 | 0.00% | 31q | HELD |
| VAN ECK ASSOCIATES CORP | $272.5K | 19,228 | 0.00% | 18q | -33.6%-$137.9K |
| Pettinga Financial Advisors LLC | $272.3K | 19,220 | 0.04% | 31q | HELD |
| Cetera Investment Advisers | $247.5K | 17,466 | 0.00% | 6q | -20.0%-$62.0K |
| STIFEL FINANCIAL CORP | $244.0K | 17,221 | 0.00% | 14q | -10.5%-$28.7K |
| Summit Financial Wealth Advisors, LLC | $235.4K | 16,613 | 0.03% | 26q | HELD |
| Pekin Hardy Strauss, Inc. | $226.7K | 16,000 | 0.02% | 5q | -13.5%-$35.4K |
| CAPTRUST FINANCIAL ADVISORS | $225.6K | 15,920 | 0.00% | 13q | HELD |
| Arlington Trust Co LLC | $216.5K | 15,282 | 0.02% | 11q | -46.4%-$187.3K |
| UMB Bank, n.a. | $198.4K | 14,000 | 0.00% | 31q | HELD |
| Arrow Investment Advisors, LLC | $185.1K | 13,061 | 0.18% | 23q | +15.5%+$24.9K |
| Equitable Holdings, Inc. | $168.3K | 11,875 | 0.00% | new | NEW |
| Fulcrum Asset Management LLP | $164.3K | 11,683 | 0.02% | 5q | HELD |
| F/m Investments LLC | $161.5K | 11,400 | 0.01% | 7q | -5.6%-$9.5K |
| KEYBANK NATIONAL ASSOCIATION/OH | $160.8K | 11,348 | 0.00% | 31q | HELD |
| ProShare Advisors LLC | $145.7K | 10,282 | 0.00% | new | NEW |
| DIVIDEND ASSETS CAPITAL, LLC | $143.9K | 10,152 | 0.03% | 31q | -20.2%-$36.4K |
| Rockefeller Capital Management L.P. | $137.9K | 9,732 | 0.00% | 6q | -22.2%-$39.3K |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | $99.2K | 7,000 | 0.00% | 22q | -95.4%-$2.0M |
| Arax Advisory Partners | $98.0K | 6,918 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $75.1K | 5,300 | 0.00% | 5q | -59.7%-$111.3K |
| OSAIC HOLDINGS, INC. | $65.3K | 4,607 | 0.00% | 26q | +14.8%+$8.4K |
| Indiana Trust & Investment Management Co | $63.8K | 4,500 | 0.02% | 12q | HELD |
| NewEdge Advisors, LLC | $58.5K | 4,127 | 0.00% | 28q | HELD |
| Steward Partners Investment Advisory, LLC | $48.8K | 3,445 | 0.00% | 15q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-07 | 13G/A | ALPS Advisors, Inc.with 1 co-filers | 21.0% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-18 | Gaspard Garland G | Senior Vice President | Bought | 12,340 | $201.6K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 21 | $42.3M | 3,073,586 | 4 | 1 | 8 | 0.0% |
| Q2 2026 | 119 | $1.3B | 93,129,258 | 11 | 34 | 32 | 1.2% |
| Q1 2026 | 126 | $1.7B | 92,973,957 | 14 | 32 | 36 | 1.4% |
| Q4 2025 | 122 | $1.5B | 92,342,460 | 12 | 28 | 32 | 1.2% |
| Q3 2025 | 123 | $1.6B | 96,780,652 | 9 | 29 | 36 | 1.8% |
| Q2 2025 | 124 | $1.6B | 92,015,797 | 20 | 35 | 25 | 2.3% |
| Q1 2025 | 112 | $1.5B | 90,165,715 | 9 | 37 | 29 | 2.9% |
| Q4 2024 | 114 | $904.3M | 87,788,739 | 11 | 33 | 27 | 1.9% |
| Q3 2024 | 118 | $1.2B | 89,486,092 | 9 | 33 | 35 | 1.4% |
| Q2 2024 | 116 | $1.3B | 88,734,751 | 16 | 29 | 33 | 1.1% |
| Q1 2024 | 111 | $1.0B | 92,869,600 | 11 | 29 | 30 | 0.7% |
| Q4 2023 | 107 | $1.0B | 89,883,708 | 6 | 33 | 24 | 0.6% |
| Q3 2023 | 112 | $850.8M | 81,694,683 | 11 | 43 | 24 | 0.9% |
| Q2 2023 | 113 | $771.6M | 80,630,763 | 7 | 42 | 30 | 0.2% |
| Q1 2023 | 113 | $1.0B | 89,927,098 | 14 | 33 | 28 | 0.4% |
| Q4 2022 | 109 | $853.6M | 83,229,122 | 17 | 34 | 24 | 0.2% |
| Q3 2022 | 111 | $2.2B | 233,808,476 | 12 | 36 | 23 | 0.3% |
| Q2 2022 | 108 | $1.9B | 240,095,300 | 5 | 31 | 31 | 0.1% |
| Q1 2022 | 121 | $2.9B | 243,889,943 | 13 | 29 | 31 | 0.3% |
| Q4 2021 | 123 | $3.9B | 363,774,994 | 10 | 26 | 46 | 0.3% |
| Q3 2021 | 123 | $2.6B | 263,758,766 | 11 | 31 | 38 | 0.2% |
| Q2 2021 | 127 | $2.8B | 238,695,774 | 23 | 27 | 38 | 0.6% |
| Q1 2021 | 114 | $2.2B | 234,986,807 | 14 | 26 | 33 | 0.2% |
| Q4 2020 | 112 | $1.5B | 233,540,573 | 13 | 24 | 42 | 0.5% |
| Q3 2020 | 104 | $1.4B | 318,216,710 | 5 | 25 | 39 | 0.6% |
| Q2 2020 | 118 | $2.4B | 331,104,326 | 22 | 29 | 37 | 0.3% |
| Q1 2020 | 113 | $2.5B | 636,966,765 | 18 | 27 | 38 | 1.2% |
| Q4 2019 | 138 | $4.0B | 193,345,946 | 9 | 33 | 46 | 1.1% |
| Q3 2019 | 139 | $4.1B | 191,296,934 | 11 | 37 | 46 | 0.6% |
| Q2 2019 | 145 | $4.2B | 191,010,684 | 17 | 34 | 47 | 0.8% |
| Q1 2019 | 149 | $4.7B | 201,854,225 | 18 | 41 | 46 | 0.7% |
| Q4 2018 | 143 | $3.8B | 200,774,115 | 1 | 2 | 2 | 1.3% |