This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PAA/capital-change-brief"
Use Arkolith's capital_change_brief for PAA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALPS ADVISORS INC | $1.6B | 73.1M | ▼−3.9% Reduced · −2.9M sh | Q1 2026 | |
| 2 | Blackstone Inc. | $418.5M | 18.7M | ▲+41% Added · +5.4M sh | Q1 2026 | |
| 3 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $380.8M | 17.1M | ▲+4.7% Added · +762K sh | Q1 2026 | |
| 4 | GOLDMAN SACHS GROUP INC | $369.4M | 16.5M | ▼−18% Reduced · −3.5M sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $254.6M | 11.4M | ▲+15% Added · +1.5M sh | Q1 2026 | |
| 6 | TORTOISE CAPITAL ADVISORS, L.L.C. | $241.0M | 10.8M | ▲+13% Added · +1.3M sh | Q1 2026 | |
| 7 | UBS Group AG | $195.8M | 8.8M | ▲+13% Added · +990K sh | Q1 2026 | |
| 8 | KAYNE ANDERSON CAPITAL ADVISORS LP | $138.5M | 6.2M | ▲+21% Added · +1.1M sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $109.5M | 4.9M | ▼−8.5% Reduced · −457K sh | Q1 2026 | |
| 10 | JPMORGAN CHASE & CO | $87.8M | 3.9M | ▼−34% Reduced · −2.0M sh | Q1 2026 | |
| 11 | CIBC Bancorp USA Inc. | $84.0M | 3.8M | ▲New +3.8M sh | Q1 2026 | |
| 12 | BROOKFIELD Corp /ON/ | $82.4M | 3.7M | ▲+428% Added · +3.0M sh | Q1 2026 | |
| 13 | BNP PARIBAS FINANCIAL MARKETS | $74.5M | 3.3M | ▲+98% Added · +1.7M sh | Q1 2026 | |
| 14 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | $69.0M | 3.1M | ▲+4.4% Added · +130K sh | Q1 2026 | |
| 15 | MILLER HOWARD INVESTMENTS INC /NY | $62.6M | 2.8M | ▼−1.9% Reduced · −53K sh | Q1 2026 | |
| 16 | BERKLEY W R CORP | $59.9M | 2.7M | —Held | Q1 2026 | |
| 17 | Clearbridge Investments, LLC | $59.6M | 2.7M | —Held | Q1 2026 | |
| 18 | BARCLAYS PLC | $52.1M | 2.3M | ▼−6.8% Reduced · −169K sh | Q1 2026 | |
| 19 | EAGLE GLOBAL ADVISORS LLC | $50.6M | 2.3M | ▼−38% Reduced · −1.4M sh | Q1 2026 | |
| 20 | DEUTSCHE BANK AG\ | $42.1M | 1.9M | —Held | Q1 2026 | |
| 21 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | $39.7M | 1.8M | ▼−18% Reduced · −400K sh | Q1 2026 | |
| 22 | FAYEZ SAROFIM & CO | $37.0M | 1.7M | —Held | Q1 2026 | |
| 23 | WELLS FARGO & COMPANY/MN | $35.0M | 1.6M | ▲+2.9% Added · +45K sh | Q1 2026 | |
| 24 | WESTWOOD HOLDINGS GROUP INC | $34.3M | 1.5M | ▲23× Added · +1.5M sh | Q1 2026 | |
| 25 | Energy Income Partners, LLC | $29.6M | 1.3M | ▼−1.2% Reduced · −16K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 29, 2026 | Ziemba Lawrence Michael | Director | Sell (S) | 2K | $51K |
| Aug 14, 2025 | McGee Richard K. | EVP, General Counsel & Sec. | Grant (A) | 113K | $0 |
| Aug 14, 2025 | PAA GP Holdings LLC | Director, 10% Owner | Grant (A) | 145K | $0 |
| Aug 14, 2025 | Swanson Al | EVP & CFO | Tax withholding (F) | 70K | $1.2M |
| Aug 14, 2025 | Swanson Al | EVP & CFO | Option exercise (M) | 177K | $0 |
| Aug 14, 2025 | Swanson Al | EVP & CFO | Grant (A) | 109K | $0 |
| Aug 14, 2025 | Swanson Al | EVP & CFO | Option exercise (M) | 177K | $0 |
| Aug 14, 2025 | Chiang Willie CW | Chairman & CEO, Director | Tax withholding (F) | 221K | $3.9M |
| Aug 14, 2025 | Chiang Willie CW | Chairman & CEO, Director | Option exercise (M) | 561K | $0 |
| Aug 14, 2025 | Chiang Willie CW | Chairman & CEO, Director | Grant (A) | 500K | $0 |
| Aug 14, 2025 | Chiang Willie CW | Chairman & CEO, Director | Grant (A) | 417K | $0 |
| Aug 14, 2025 | Chiang Willie CW | Chairman & CEO, Director | Disposed to issuer (D) | 500K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| EXXON MOBIL CORPXOM | 125 funds | $7.4B |
| MICROSOFT CORPMSFT | 124 funds | $27.6B |
| JPMORGAN CHASE & COJPM | 124 funds | $12.4B |
| BROADCOM INCAVGO | 124 funds | $12.2B |
| CHEVRON CORPCVX | 124 funds | $5.1B |
| CATERPILLAR INCCAT | 124 funds | $3.7B |
| NEXTERA ENERGY INCNEE | 124 funds | $2.6B |
| WILLIAMS COS INCWMB | 124 funds | $1.8B |
| NVIDIA CORPNVDA | 123 funds | $32.1B |
| ALPHABET INC-CL CGOOG | 123 funds | $11.8B |
| JOHNSON & JOHNSONJNJ | 123 funds | $7.3B |
| VISA INC-CLASS A SHARESV | 123 funds | $6.4B |
Ranked by how many of PAA's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PAA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.