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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; 1,303 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

Q3 2021 vs. Q2 2021

How the institutions holding Energy Transfer LP changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of ET: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders75212773+33
Shares1.02B997.9K1.02B+4.59M (+0.5%)
Value$10.8B$10.6M$9.79B−$980.4M (−9.1%)

12 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (77)

Institutions that held Energy Transfer LP at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to ET in Q3 2021
InstitutionSharesValue% of portfolio
Berkley W R Corp2,710,000$26.0M1.75%
Peconic Partners LLC1,000,000$9.58M0.85%
Chiron Investment Management, LLC822,703$7.88M1.25%
CastleArk Alternatives, LLC706,660$6.77M0.26%
Bokf, NA651,975$6.25M0.11%
Ensign Peak Advisors, Inc575,000$5.51M0.01%
U.S. Capital Wealth Advisors, LLC551,299$5.28M0.23%
Capital Advisors Inc376,062$3.60M0.11%
Caption Management, LLC315,000$3.02M0.20%
Agf Investments Inc.234,904$2.25M0.02%
Parallax Volatility Advisers, L.P.180,577$1.73M0.02%
CFM Wealth Partners LLC159,151$1.52M0.38%
Bulltick Wealth Management, LLC114,406$1.10M0.25%
Bourgeon Capital Management LLC105,000$1.01M0.22%
Sepio Capital, LP101,500$972.0K0.08%
CM Management, LLC–$958.0K0.71%
Awm Capital, LLC90,000$799.0K0.60%
Wealthspire Advisors, LLC78,764$755.0K0.02%
Claybrook Capital, LLC69,500$666.0K0.34%
Independent Wealth Network Inc.59,205$573.0K0.38%
Southland Equity Partners LLC42,580$407.9K0.19%
XML Financial, LLC42,119$404.0K0.05%
Ferris Capital, LLC42,735$392.0K0.08%
AlphaStar Capital Management, LLC39,107$387.0K0.03%
ARS Wealth Advisors Group, LLC33,505$321.0K0.06%
Adell Harriman & Carpenter Inc30,144$288.8K0.03%
State of Wisconsin Investment Board27,655$265.0K0.00%
Banco BTG Pactual S.A.25,900$248.0K0.11%
Ledyard National Bank25,508$244.0K0.03%
Antonetti Capital Management LLC25,456$244.0K0.20%
Advus Financial Partners, LLC28,095$231.2K0.13%
Colony Group LLC23,384$224.0K0.00%
Kalos Management, Inc.22,176$223.0K0.06%
DCF Advisers, LLC21,500$206.0K0.11%
1st Source Bank21,444$205.0K0.01%
Westover Capital Advisors, LLC21,000$201.0K0.06%
Herold Advisors, Inc.19,700$188.0K0.07%
Marks Group Wealth Management, Inc17,998$173.0K0.02%
Security National Bank of Sioux City Iowa17,300$166.0K0.13%
Financial Partners Group, Inc16,118$154.0K0.04%
Salvus Wealth Management, LLC15,430$148.0K0.12%
Principle Wealth Partners LLC15,058$144.0K0.02%
Ingalls & Snyder LLC14,056$135.0K0.01%
Baird Financial Group, Inc.13,454$129.0K0.00%
Opus Capital Group, LLC13,399$128.0K0.03%
Alhambra Investment Partners LLC13,376$128.0K0.10%
Hohimer Wealth Management, LLC13,200$126.0K0.03%
Paradigm Financial Advisors, LLC12,800$123.0K0.03%
Koshinski Asset Management, Inc.12,046$115.4K0.01%
Newman Dignan & Sheerar, Inc.12,000$115.0K0.04%
Wolff Financial Management LLC12,000$115.0K0.10%
Quest Capital Management Inc11,755$113.0K0.02%
Lake Street Advisors Group, LLC11,254$108.0K0.01%
Indiana Trust & Investment Management CO11,220$107.0K0.05%
First Financial Corp10,900$104.0K0.07%
Level Four Advisory Services, LLC10,506$101.0K0.01%
Brighton Jones LLC10,117$97.0K0.01%
McElhenny Sheffield Capital Management, LLC10,134$97.0K0.04%
Capstone Financial Advisors, Inc.10,000$96.0K0.01%
Richard P Slaughter Associates Inc10,000$95.0K0.04%
MUFG Americas Holdings Corp7,342$70.0K0.00%
Strategic Asset Management, LLC5,871$57.0K0.08%
South State Corp.5,680$54.0K0.00%
AGF Investments LLC4,603$44.0K0.00%
Meridian Wealth Partners, LLC4,000$38.0K0.01%
CVA Family Office, LLC5,000$27.0K0.02%
Total Clarity Wealth Management, Inc.2,350$23.0K0.01%
MBM Wealth Consultants, LLC2,196$21.0K0.01%
D'Orazio & Associates, Inc.2,000$19.0K0.00%
O'Dell Group, LLC2,000$19.0K0.01%
Sawyer & Company, Inc1,500$14.0K0.01%
Capital Advisory Group Advisory Services, LLC950$9.00K0.00%
JFS Wealth Advisors, LLC852$8.00K0.00%
Ibex Wealth Advisors192$2.00K0.00%
Mascoma Wealth Management LLC80$1.00K0.00%
Farmers & Merchants Trust Co of Chambersburg PA100$1.00K0.00%
Kowal Investment Group, LLC35$00.00%

Sold out (44)

Institutions that held Energy Transfer LP at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of ET in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Jupiter Asset Management Ltd364,826$3.87M
Intrinsic Edge Capital Management LLC350,000$3.72M
Youngs Advisory Group, Inc.123,265$1.31M
Evanson Asset Management, LLC86,213$916.0K
SageGuard Financial Group, LLC42,032$447.0K
Prime Capital Investment Advisors, LLC40,208$427.0K
Gladstone Institutional Advisory LLC34,187$363.0K
Mark Sheptoff Financial Planning, LLC33,000$351.0K
Stokes Capital Advisors, LLC30,344$323.0K
Westshore Wealth, LLC29,289$311.0K
Twin Focus Capital Partners, LLC21,709$231.0K
Moloney Securities Asset Management, LLC21,347$227.0K
Neo Ivy Capital Management20,438$217.0K
Security National Bank of So Dak17,300$184.0K
Edge Wealth Management LLC17,000$182.0K
Rinet Co LLC16,564$176.0K
Accredited Investors Inc.16,397$174.0K
Strategic Wealth Advisors Group, LLC16,378$174.0K
Balentine LLC16,009$170.0K
Jaffetilchin Investment Partners, LLC15,593$166.0K
Pure Financial Advisors, Inc.15,414$164.0K
Schwarz Dygos Wheeler Investment Advisors LLC13,140$140.0K
Family Management Corp12,534$133.0K
Dimension Capital Management LLC12,364$132.0K
Wealthcare Advisory Partners LLC12,143$129.0K
Charles Schwab Trust Co11,878$126.0K
Segment Wealth Management, LLC11,280$120.0K
Savant Capital, LLC11,136$118.0K
Intercontinental Wealth Advisors, LLC11,050$117.0K
Davidson Investment Advisors10,880$116.0K
Hardman Johnston Global Advisors LLC10,692$114.0K
Alpine Woods Capital Investors, LLC10,000$106.0K
Summit Wealth Group, LLC9,382$100.0K
Strategic Blueprint, LLC8,586$91.0K
Exchange Traded Concepts, LLC7,010$75.0K
Barnett & Company, Inc.6,720$71.0K
Itau Unibanco Holding S.A.3,291$35.0K
BBVA USA2,512$27.0K
Panagora Asset Management Inc1,675$18.0K
FFT Wealth Management LLC1,659$18.0K
Paradigm, Strategies in Wealth Management, LLC1,302$14.0K
WealthShield Partners, LLC1,071$11.0K
Jefferies Group LLC427$4.54K
Montag A & Associates Inc14$0

Not filed for Q3 2021 yet (12)

Institutions that held Energy Transfer LP at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ET in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Usca Ria LLC387,624$4.12M
Castleview Partners, LLC303,010$3.22M
Wexford Capital LP142,200$1.51M
Pinnacle Wealth Advisors43,511$463.0K
Western Wealth Management, LLC39,511$420.0K
ARS Wealth Advisors, LLC34,830$370.0K
Bel Air Investment Advisors LLC25,640$273.0K
Firethorn Wealth Partners, LLC10,149$108.0K
CWM, LLC5,489$58.0K
First Horizon Corp3,148$33.0K
Horan Securities, Inc.2,781$30.0K
FormulaFolio Investments, LLC30$0