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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
Cadent Capital Advisors, LLC14,764$157.0K0.07%−1,961−11.7%Reduced
Wesbanco Bank Inc14,840$157.0K0.01%+2,000+15.6%Added
GFS Advisors, LLC15,000$159.0K0.04%00.0%Unchanged
Sterneck Capital Management, LLC16,180$161.0K0.10%+2,320+16.7%Added
CSS LLC15,143$161.0K0.01%+15,143New
Clarius Group, LLC15,200$162.0K0.01%00.0%Unchanged
First PREMIER Bank15,288$162.0K0.05%+288+1.9%Added
King Luther Capital Management Corp15,220$162.0K0.00%+2,420+18.9%Added
American National Registered Investment Advisor, Inc.15,445$164.0K0.06%00.0%Unchanged
Pure Financial Advisors, Inc.15,414$164.0K0.01%+15,414New
Foster Victor Wealth Advisors, LLC15,560$165.0K0.03%−1,731−10.0%Reduced
Wealth Alliance Advisory Group, LLC15,546$165.0K0.08%+500+3.3%Added
Arete Wealth Advisors, LLC15,472$165.0K0.02%+2,000+14.8%Added
Jaffetilchin Investment Partners, LLC15,593$166.0K0.01%−2,871−15.5%Reduced
Wealthsource Partners, LLC15,602$166.0K0.01%+15,602New
RFG Advisory, LLC15,821$168.0K0.01%−1,211−7.1%Reduced
Carroll Financial Associates, Inc.16,008$170.0K0.01%+5,065+46.3%Added
Balentine LLC16,009$170.0K0.01%+16,009New
Cypress Capital Management LLC (WY)16,050$171.0K0.13%+3,050+23.5%Added
Eaton Vance Management16,231$172.0K0.00%+4,022+32.9%Added
Financial Advocates Investment Management15,905$173.0K0.01%−2,154−11.9%Reduced
Accredited Investors Inc.16,397$174.0K0.02%00.0%Unchanged
Strategic Wealth Advisors Group, LLC16,378$174.0K0.01%+16,378New
Rinet Co LLC16,564$176.0K0.03%+30.0%Added
Aldebaran Financial Inc.16,617$177.0K0.16%00.0%Unchanged
Trustcore Financial Services, LLC16,695$177.0K0.02%+1,453+9.5%Added
Ameritas Investment Company, LLC14,625$178.0K0.01%+3,217+28.2%Added
Novare Capital Management LLC16,795$179.0K0.02%+362+2.2%Added
Leisure Capital Management17,000$181.0K0.10%+17,000New
State of Wyoming16,997$181.0K0.11%+16,997New
Kavar Capital Partners Group, LLC17,076$182.0K0.04%−149−0.9%Reduced
Edge Wealth Management LLC17,000$182.0K0.04%00.0%Unchanged
Integrated Wealth Concepts LLC17,162$182.0K0.01%+2,733+18.9%Added
Lavaca Capital LLC17,185$183.0K0.09%00.0%Unchanged
IronBridge Private Wealth, LLC17,203$183.0K0.11%+17+0.1%Added
Tiedemann Advisors, LLC17,320$184.0K0.01%−2,044−10.6%Reduced
Security National Bank of So Dak17,300$184.0K0.14%+17,300New
Toroso Investments, LLC17,427$185.0K0.01%00.0%Unchanged
Budros, Ruhlin & Roe, Inc.17,637$187.0K0.02%00.0%Unchanged
Morris Capital Advisors, LLC17,664$188.0K0.14%00.0%Unchanged
Arq Wealth Advisors, LLC17,783$189.0K0.12%00.0%Unchanged
Chilton Capital Management LLC17,776$189.0K0.01%+6,668+60.0%Added
RiverGlades Family Offices LLC17,850$190.0K0.15%−8,650−32.6%Reduced
Good Life Advisors, LLC17,935$191.0K0.04%−13,505−43.0%Reduced
Parkside Financial Bank & Trust17,972$191.0K0.06%+4,345+31.9%Added
Ausdal Financial Partners, Inc.18,172$193.0K0.03%−9,696−34.8%Reduced
FinTrust Capital Advisors, LLC18,144$193.0K0.05%00.0%Unchanged
Future Financial Wealth Managment LLC18,193$193.0K0.20%+62+0.3%Added
BCJ Capital Management, LLC18,156$193.0K0.02%+18,156New
Busey Wealth Management18,212$194.0K0.01%+5,914+48.1%Added
Flagship Harbor Advisors, LLC18,455$196.0K0.02%+8,069+77.7%Added
Cornerstone Wealth Management, LLC18,512$197.0K0.02%−890−4.6%Reduced
Crescent Grove Advisors, LLC18,658$198.0K0.02%00.0%Unchanged
Ropes Wealth Advisors LLC18,835$200.0K0.03%00.0%Unchanged
Focused Wealth Management, Inc18,775$200.0K0.03%−2,994−13.8%Reduced
Clear Creek Financial Management, LLC19,057$203.0K0.03%+19,057New
Covenant Asset Management, LLC19,300$205.0K0.06%00.0%Unchanged
Resources Investment Advisors, LLC.19,260$205.0K0.01%+1,509+8.5%Added
Argent Trust Co19,363$206.0K0.01%+539+2.9%Added
Old North State Trust, LLC19,670$209.0K0.16%−8,491−30.2%Reduced
Gill Capital Partners, LLC20,000$213.0K0.10%−50,000−71.4%Reduced
Capital One Financial Corp20,057$213.0K0.03%00.0%Unchanged
Brown Miller Wealth Management, LLC20,069$213.0K0.14%00.0%Unchanged
Summit Financial Wealth Advisors, LLC20,000$213.0K0.05%00.0%Unchanged
Lake Point Wealth Management20,000$213.0K0.10%+20,000New
Centered Wealth LLC dba Miller Equity Capital Advisors20,000$213.0K0.22%+20,000New
SeaCrest Wealth Management, LLC20,161$214.0K0.03%−8,092−28.6%Reduced
Wetherby Asset Management Inc20,109$214.0K0.01%+4,909+32.3%Added
Farmers & Merchants Investments Inc20,296$216.0K0.01%00.0%Unchanged
MONECO Advisors, LLC20,351$216.0K0.10%+4,196+26.0%Added
Neo Ivy Capital Management20,438$217.0K0.22%−46,737−69.6%Reduced
SFMG, LLC20,426$217.0K0.02%−4,988−19.6%Reduced
Penbrook Management LLC20,618$219.0K0.14%+20,618New
First Foundation Advisors21,106$224.0K0.01%+1,000+5.0%Added
Shapiro Capital Management LLC21,065$224.0K0.00%+21,065New
Newbridge Financial Services Group, Inc.21,148$225.0K0.14%−74−0.3%Reduced
Fayez Sarofim & Co21,272$226.0K0.00%00.0%Unchanged
Moloney Securities Asset Management, LLC21,347$227.0K0.04%+242+1.1%Added
Brown Advisory Securities, LLC21,386$227.0K0.04%+5,000+30.5%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management21,361$227.0K0.01%+21,361New
Aj Wealth Strategies, LLC21,518$229.0K0.01%00.0%Unchanged
Hancock Whitney Corp–$230.0K0.01%––
Twin Focus Capital Partners, LLC21,709$231.0K0.05%+368+1.7%Added
Toronto Dominion Bank21,730$231.0K0.00%+21,730New
Fieldpoint Private Securities, LLC24,637$232.0K0.05%−4,756−16.2%Reduced
Heritage Trust Co22,055$235.0K0.03%−3,789−14.7%Reduced
Mayflower Financial Advisors, LLC22,153$235.0K0.03%00.0%Unchanged
HSBC Holdings PLC22,139$237.0K0.00%−156,748−87.6%Reduced
Transcend Wealth Collective, LLC22,361$238.0K0.03%+829+3.9%Added
Hoylecohen, LLC22,682$241.0K0.02%00.0%Unchanged
Avantax Planning Partners, Inc.22,768$242.0K0.01%+6,506+40.0%Added
Diversified Trust Co23,313$248.0K0.01%+2,234+10.6%Added
Biondo Investment Advisors, LLC23,460$249.0K0.04%00.0%Unchanged
SCP Investment, LP23,600$251.0K0.07%+10,200+76.1%Added
AdvisorNet Financial, Inc24,066$256.0K0.02%+163+0.7%Added
Federation des caisses Desjardins du Quebec24,210$257.4K0.00%−7,241−23.0%Reduced
Fiduciary Group LLC27,778$258.0K0.03%00.0%Unchanged
Principal Street Partners, LLC24,226$258.0K0.07%+12,716+110.5%Added
Sigma Planning Corp24,367$259.0K0.01%−6,694−21.6%Reduced
MV Capital Management, Inc.24,460$260.0K0.04%00.0%Unchanged