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Livermore
Livermore
ZHEN

Energy Transfer LP

ET
Exchange
NYSE
Industry
Natural Gas Transmission
SEC CIK
0001276187

In the last 90 days, Energy Transfer LP insiders filed 2 open-market purchases and 0 sales; 1,304 institutions reported holding it in 13F filings for Q2 2026, worth $21.1B in total; Appaloosa is the only superinvestor holding it.

Other share classesET.PI

13F holders, Q2 2021

Institutional positions in Energy Transfer LP as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
752
+17 vs. Q1 2021
Shares held
1.02B
+1.72M (+0.2%) vs. Q1 2021
Total value
$10.8B
+$2.97B (+38.0%) vs. Q1 2021
New holders
76
253 more added
Sold out
59
229 more reduced

3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ET on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 752 institutions
Q1 2021: 738 institutionsQ2 2021: 752 institutionsQ3 2021: 773 institutionsQ4 2021: 811 institutionsQ1 2022: 829 institutionsQ2 2022: 845 institutionsQ3 2022: 854 institutionsQ4 2022: 915 institutionsQ1 2023: 932 institutionsQ2 2023: 955 institutionsQ3 2023: 965 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,059 institutionsQ2 2024: 1,081 institutionsQ3 2024: 1,100 institutionsQ4 2024: 1,206 institutionsQ1 2025: 1,215 institutionsQ2 2025: 1,235 institutionsQ3 2025: 1,226 institutionsQ4 2025: 1,262 institutionsQ1 2026: 1,304 institutionsQ2 2026: 1,304 institutions
Value heldQ2 2021: $10.8B
Q1 2021: $7.83BQ2 2021: $10.8BQ3 2021: $9.79BQ4 2021: $9.66BQ1 2022: $13.6BQ2 2022: $12.0BQ3 2022: $13.0BQ4 2022: $13.7BQ1 2023: $13.8BQ2 2023: $13.7BQ3 2023: $15.1BQ4 2023: $15.8BQ1 2024: $17.7BQ2 2024: $18.2BQ3 2024: $18.1BQ4 2024: $22.4BQ1 2025: $20.5BQ2 2025: $19.6BQ3 2025: $17.9BQ4 2025: $16.9BQ1 2026: $20.9BQ2 2026: $21.1B
Institutions holding ET and their total value by quarter
QuarterHoldersValue
Q2 20261,304$21.1B
Q1 20261,304$20.9B
Q4 20251,262$16.9B
Q3 20251,226$17.9B
Q2 20251,235$19.6B
Q1 20251,215$20.5B
Q4 20241,206$22.4B
Q3 20241,100$18.1B
Q2 20241,081$18.2B
Q1 20241,059$17.7B
Q4 20231,056$15.8B
Q3 2023965$15.1B
Q2 2023955$13.7B
Q1 2023932$13.8B
Q4 2022915$13.7B
Q3 2022854$13.0B
Q2 2022845$12.0B
Q1 2022829$13.6B
Q4 2021811$9.66B
Q3 2021773$9.79B
Q2 2021752$10.8B
Q1 2021738$7.83B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q1 2021.

Institutions holding ET in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Parallel Advisors, LLC5,728$61.0K0.00%−948−14.2%Reduced
Sterling Investment Advisors, Ltd.5,760$61.0K0.02%00.0%Unchanged
Quadrant Capital Group LLC6,297$67.0K0.01%−14,006−69.0%Reduced
Berman Capital Advisors, LLC6,430$67.0K0.01%00.0%Unchanged
Rockbridge Investment Management, LCC6,315$67.0K0.01%+5,339+547.0%Added
Evoke Wealth, LLC6,617$70.0K0.00%00.0%Unchanged
Barnett & Company, Inc.6,720$71.0K0.05%−13,143−66.2%Reduced
Exchange Traded Concepts, LLC7,010$75.0K0.00%+5,178+282.6%Added
Delos Wealth Advisors, LLC7,245$77.0K0.10%+7,245New
Clean Yield Group7,320$78.0K0.03%+7,320New
Sound Income Strategies, LLC7,358$78.0K0.01%+7,358New
Hexagon Capital Partners LLC7,459$79.0K0.02%+88+1.2%Added
Allworth Financial LP7,797$83.0K0.00%−18,404−70.2%Reduced
AllSquare Wealth Management LLC8,000$85.0K0.05%00.0%Unchanged
Stonebridge Capital Advisors LLC8,457$90.0K0.01%−353−4.0%Reduced
Strategic Blueprint, LLC8,586$91.0K0.01%+8,586New
Atlas Private Wealth Advisors9,086$97.0K0.05%+3,000+49.3%Added
BDO Wealth Advisors, LLC9,425$100.0K0.01%00.0%Unchanged
Summit Wealth Group, LLC9,382$100.0K0.15%+9,382New
Baldrige Asset Management LLC9,600$102.0K0.04%+9,600New
Alpine Woods Capital Investors, LLC10,000$106.0K0.01%00.0%Unchanged
Cohanzick Management, LLC10,000$106.0K0.03%+10,000New
TRUE Private Wealth Advisors10,105$107.0K0.02%+55+0.5%Added
HBW Advisory Services LLC10,038$107.0K0.03%+10,038New
Firethorn Wealth Partners, LLC10,149$108.0K0.09%−494−4.6%Reduced
Qube Research & Technologies Ltd10,194$108.0K0.00%+10,194New
Firestone Capital Management10,262$109.0K0.04%00.0%Unchanged
Verdence Capital Advisors LLC10,259$109.0K0.02%+101+1.0%Added
Essex Financial Services, Inc.14,322$110.0K0.02%00.0%Unchanged
Colorado Capital Management, Inc.10,360$110.0K0.07%00.0%Unchanged
Bickling Financial Services, Inc.10,361$110.0K0.05%+10,361New
Country Club Trust Company, n.a.10,543$111.0K0.01%00.0%Unchanged
Rehmann Capital Advisory Group10,442$111.0K0.01%+10,442New
Ellis Investment Partners, LLC10,620$112.0K0.03%−2,367−18.2%Reduced
Bryn Mawr Trust Co10,541$112.0K0.00%+226+2.2%Added
Proequities, Inc.10,491$112.0K0.01%+1,133+12.1%Added
Hardman Johnston Global Advisors LLC10,692$114.0K0.00%00.0%Unchanged
Davidson Investment Advisors10,880$116.0K0.01%00.0%Unchanged
NuWave Investment Management, LLC10,965$117.0K0.13%−22,968−67.7%Reduced
Fisher Asset Management, LLC11,005$117.0K0.00%−788−6.7%Reduced
TRH Financial, LLC10,986$117.0K0.05%−883−7.4%Reduced
Intercontinental Wealth Advisors, LLC11,050$117.0K0.02%00.0%Unchanged
Madden Securities Corp10,992$117.0K0.06%00.0%Unchanged
Merit Financial Group, LLC11,146$118.0K0.01%+6+0.1%Added
Summit Trail Advisors, LLC11,134$118.0K0.01%00.0%Unchanged
Savant Capital, LLC11,136$118.0K0.00%+11,136New
Visionary Wealth Advisors11,148$119.0K0.01%+11,148New
McMillion Capital Management Inc11,250$120.0K0.07%−1,500−11.8%Reduced
First Heartland Consultants, Inc.11,313$120.0K0.02%+11,313New
Segment Wealth Management, LLC11,280$120.0K0.01%+11,280New
V Wealth Advisors LLC11,326$121.0K0.02%−2,800−19.8%Reduced
Valley National Advisers Inc11,373$121.0K0.02%+12+0.1%Added
Cantor Fitzgerald Investment Adviser L.P.11,400$121.0K0.01%00.0%Unchanged
LGL Partners, LLC11,431$122.0K0.07%−8,926−43.8%Reduced
Disciplined Growth Investors Inc11,452$122.0K0.00%00.0%Unchanged
Clarkston Capital Partners, LLC11,520$122.0K0.00%00.0%Unchanged
Smithbridge Asset Management Inc11,613$123.0K0.04%00.0%Unchanged
Centaurus Financial, Inc.11,657$124.0K0.01%+128+1.1%Added
Baker Tilly Wealth Management, LLC11,782$125.0K0.02%−2,086−15.0%Reduced
Leavell Investment Management, Inc.16,448$126.0K0.01%00.0%Unchanged
Charles Schwab Trust Co11,878$126.0K0.02%00.0%Unchanged
Sound View Wealth Advisors Group, LLC11,971$127.0K0.03%−368−3.0%Reduced
Brookstone Capital Management12,375$127.0K0.00%+574+4.9%Added
Equitable Holdings, Inc.11,941$127.0K0.00%+687+6.1%Added
Searle & Co.12,000$128.0K0.05%00.0%Unchanged
Brave Asset Management Inc12,000$128.0K0.04%00.0%Unchanged
Hall Laurie J Trustee12,004$128.0K0.05%00.0%Unchanged
American Financial Advisors, LLC12,021$128.0K0.02%+120+1.0%Added
Bogart Wealth, LLC12,138$129.0K0.01%+134+1.1%Added
Thoroughbred Financial Services, LLC12,175$129.0K0.03%+340+2.9%Added
Wealthcare Advisory Partners LLC12,143$129.0K0.01%+5,909+94.8%Added
Founders Financial Alliance, LLC12,286$130.0K0.06%00.0%Unchanged
Truvvo Partners LLC12,276$130.0K0.09%+12,276New
Parkwood LLC12,313$131.0K0.02%−1,881−13.3%Reduced
Tradition Wealth Management, LLC12,336$131.0K0.02%+69+0.6%Added
Dimension Capital Management LLC12,364$132.0K0.03%−12,860−51.0%Reduced
Wade G W & Inc12,387$132.0K0.01%+113+0.9%Added
Disciplined Investments, LLC12,437$132.0K0.07%+917+8.0%Added
City Holding Co12,413$132.0K0.02%+2,985+31.7%Added
Archford Capital Strategies, LLC12,385$132.0K0.03%+12,385New
Family Management Corp12,534$133.0K0.04%00.0%Unchanged
Washington Trust Co12,599$134.0K0.00%00.0%Unchanged
Bahl & Gaynor Inc12,800$136.0K0.00%00.0%Unchanged
Grassi Investment Management12,800$136.0K0.01%00.0%Unchanged
Oak Grove Capital LLC12,796$136.0K0.03%00.0%Unchanged
Schwarz Dygos Wheeler Investment Advisors LLC13,140$140.0K0.05%00.0%Unchanged
Probity Advisors, Inc.13,287$141.0K0.03%−2,767−17.2%Reduced
Regentatlantic Capital LLC13,319$142.0K0.00%00.0%Unchanged
Burney Co13,713$146.0K0.01%−7,610−35.7%Reduced
Perennial Investment Advisors, LLC13,718$146.0K0.05%+503+3.8%Added
Hemington Wealth Management13,952$148.0K0.06%00.0%Unchanged
Smithfield Trust Co14,109$150.0K0.01%00.0%Unchanged
SkyOak Wealth, LLC14,204$151.0K0.04%00.0%Unchanged
Intrua Financial, LLC15,970$152.0K0.04%−576−3.5%Reduced
JT Stratford LLC14,400$153.0K0.05%00.0%Unchanged
Mark Stevens14,361$153.0K0.02%00.0%Unchanged
Invst, LLC15,869$154.0K0.03%+548+3.6%Added
Edgewood Management LLC14,583$155.0K0.00%00.0%Unchanged
Whalerock Point Partners, LLC14,600$155.2K0.06%−5,000−25.5%Reduced
Fairfield, Bush & Co.14,689$156.0K0.04%+3,523+31.6%Added