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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; 1,303 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

Q4 2021 vs. Q3 2021

How the institutions holding Energy Transfer LP changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of ET: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders77312811+50
Shares1.02B991.4K1.17B+151.9M (+14.9%)
Value$9.79B$8.11M$9.66B−$114.6M (−1.2%)

12 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (126)

Institutions that held Energy Transfer LP at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 126 by value.

Institutions new to ET in Q4 2021
InstitutionSharesValue% of portfolio
Stephens Group, LLC5,628,852$46.3M9.84%
Fractal Investments LLC3,522,111$29.0M10.02%
Cowen and Company, LLC2,236,536$18.4M1.75%
Long Focus Capital Management, LLC2,050,000$16.9M4.60%
Beaird Harris Wealth Management, LLC1,369,368$11.3M4.12%
RBF Capital, LLC1,000,000$8.23M0.52%
Philosophy Capital Management LLC871,919$7.18M2.78%
Patient Capital Management, LLC697,000$5.74M2.32%
Virtu Financial LLC562,651$4.63M0.47%
Banco Bilbao Vizcaya Argentaria, S.A.395,363$3.23M0.04%
NewEdge Wealth, LLC374,900$3.08M0.13%
Connectus Wealth, LLC302,305$2.49M0.10%
Prescott Group Capital Management, L.L.C.300,000$2.47M0.56%
Cutler Capital Management, LLC294,959$2.43M0.88%
Autumn Glory Partners, LLC290,035$2.39M1.00%
Old North State Wealth Management, LLC249,078$2.05M2.07%
UBS Oconnor LLC230,000$1.89M0.02%
Jefferies Group LLC206,527$1.70M0.03%
Wexford Capital LP197,902$1.63M0.17%
Eagle Strategies LLC185,253$1.52M0.59%
National Bank of Canada179,789$1.47M0.01%
Congress Wealth Management LLC173,946$1.43M0.03%
Nokomis Capital, L.L.C.170,779$1.41M0.59%
Key Colony Management, LLC160,000$1.32M0.99%
Prelude Capital Management, LLC150,000$1.24M0.06%
Lindbrook Capital, LLC135,352$1.11M0.17%
Lake Street Financial LLC130,327$1.07M0.19%
Youngs Advisory Group, Inc.121,702$1.00M0.63%
Rockwood Wealth Management, LLC103,872$854.9K0.38%
Ballentine Partners, LLC103,752$854.0K0.03%
Taconic Capital Advisors LP100,000$823.0K0.03%
Alpine Woods Capital Investors, LLC90,000$741.0K0.07%
Donoghue Forlines LLC90,088$741.0K0.13%
Bridges Investment Management Inc86,220$710.0K0.02%
GraniteShares Advisors LLC85,064$700.0K0.32%
Enhancing Capital LLC80,640$664.0K0.72%
Millennium Capital Advisors, LLC79,875$657.4K0.51%
GFG Capital, LLC76,990$634.0K0.19%
Quantum Private Wealth, LLC63,720$524.0K0.20%
Sonora Investment Management Group, LLC55,533$457.0K0.05%
Jump Financial, LLC51,528$424.0K0.03%
F&V Capital Management, LLC51,047$420.0K0.14%
BigSur Wealth Management LLC48,000$395.0K0.15%
Sweet Financial Partners, LLC47,475$391.0K0.16%
First Capital Advisors Group, LLC.47,237$389.0K0.21%
Thrive Wealth Management, LLC46,034$379.0K0.13%
Reuter James Wealth Management, LLC43,231$356.0K0.14%
KB Financial Partners, LLC42,306$348.0K0.10%
HB Wealth Management, LLC42,239$348.0K0.01%
Western Wealth Management, LLC41,701$344.0K0.03%
Difesa Capital Management, LP38,887$320.0K0.23%
Eudaimonia Advisors LLC33,837$278.0K0.16%
Morton Capital Management LLC29,583$243.5K0.10%
Goff John C27,508$226.0K0.26%
C2C Wealth Management, LLC26,976$222.0K0.03%
FirstPurpose Wealth LLC25,650$211.0K0.13%
S.C. Financial Services, Inc.22,060$208.0K0.24%
Nations Financial Group Inc,24,988$206.0K0.03%
XTX Topco Ltd24,785$204.0K0.12%
Ameritas Advisory Services, LLC22,717$187.0K0.01%
NTB Financial Corp22,433$185.0K0.13%
Neo Ivy Capital Management22,200$183.0K0.26%
Financial Advisory Service, Inc.21,746$179.0K0.02%
Pinnacle Private Wealth, LLC20,596$170.0K0.05%
Van Hulzen Asset Management, LLC17,120$141.0K0.02%
Capital Market Strategies LLC17,123$141.0K0.12%
Shelton Capital Management17,040$140.0K0.00%
Consilium Wealth Advisory, LLC16,000$132.0K0.09%
Vivaldi Asset Management, LLC13,623$130.0K0.02%
MSH Capital Advisors LLC15,775$129.8K0.06%
Stokes Capital Advisors, LLC15,380$127.0K0.04%
Journey Strategic Wealth LLC15,450$127.0K0.01%
Capasso Planning Partners LLC15,000$123.0K0.09%
AlphaCore Capital LLC13,906$114.0K0.05%
Helen Stephens Group, LLC13,540$111.0K0.09%
Moloney Securities Asset Management, LLC12,964$107.0K0.02%
Umb Bank N A12,281$101.0K0.00%
Hilltop Holdings Inc.12,240$101.0K0.01%
Balentine LLC11,842$97.0K0.00%
Walkner Condon Financial Advisors LLC11,510$95.0K0.06%
StrategIQ Financial Group, LLC11,214$92.0K0.01%
Titleist Asset Management, Ltd.11,000$91.0K0.02%
Summit Financial, LLC10,883$89.6K0.01%
Wealth Effects LLC10,672$88.0K0.04%
Marcum Wealth, LLC10,419$86.0K0.01%
Confluence Wealth Services, Inc.9,712$79.0K0.03%
Amplius Wealth Advisors, LLC9,359$77.0K0.01%
EverSource Wealth Advisors, LLC6,852$56.0K0.02%
Zullo Investment Group, Inc.6,514$54.0K0.03%
Miller Wealth Advisors, LLC4,936$41.0K0.03%
Itau Unibanco Holding S.A.4,922$40.0K0.00%
High Net Worth Advisory Group LLC4,452$37.0K0.01%
CWM, LLC4,284$35.0K0.00%
Kelly Lawrence W & Associates Inc3,600$30.0K0.01%
Cambridge Trust Co3,317$27.0K0.00%
CoreCap Advisors, LLC3,067$25.0K0.00%
Ahrens Investment Partners LLC2,888$24.0K0.01%
Horan Securities, Inc.2,827$23.0K0.01%
WFA Asset Management Corp2,610$21.5K0.01%
Exchange Traded Concepts, LLC2,462$20.0K0.00%

Sold out (76)

Institutions that held Energy Transfer LP at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of ET in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
State of New Jersey Common Pension Fund D1,226,520$11.8M
Peconic Partners LLC1,000,000$9.58M
Chiron Investment Management, LLC822,703$7.88M
CastleArk Alternatives, LLC706,660$6.77M
Marshall Wace, LLP701,120$6.72M
Arch Capital Group Ltd418,186$4.01M
Caption Management, LLC315,000$3.02M
Qube Research & Technologies Ltd204,434$1.96M
Granby Capital Management, LLC200,000$1.92M
Parallax Volatility Advisers, L.P.180,577$1.73M
Energy Opportunities Capital Management, LLC156,090$1.50M
Beach Investment Counsel Inc122,522$1.17M
Loomis Sayles & Co L P120,282$1.15M
Sandy Spring Bank87,968$843.0K
Awm Capital, LLC90,000$799.0K
BBR Partners, LLC77,013$738.0K
Progeny 3, Inc.76,582$734.0K
Biglari Capital Corp.73,477$704.0K
American National Insurance Co69,735$668.0K
Two Sigma Securities, LLC43,963$421.0K
Advus Financial Partners, LLC28,095$231.2K
AMP Capital Investors Ltd23,750$228.0K
Advisors Capital Management, LLC23,678$227.0K
Colony Group LLC23,384$224.0K
Verity Asset Management, Inc.22,085$212.0K
Shapiro Capital Management LLC21,065$202.0K
Westover Capital Advisors, LLC21,000$201.0K
Marks Group Wealth Management, Inc17,998$173.0K
Morris Capital Advisors, LLC17,664$169.0K
Lavaca Capital LLC17,185$165.0K
Clarius Group, LLC15,200$146.0K
Principle Wealth Partners LLC15,058$144.0K
Edgewood Management LLC14,583$140.0K
Parkwood LLC14,142$135.0K
Burney Co13,920$133.0K
Hohimer Wealth Management, LLC13,200$126.0K
Oak Grove Capital LLC12,796$123.0K
Truvvo Partners LLC12,276$118.0K
Newman Dignan & Sheerar, Inc.12,000$115.0K
Smithbridge Asset Management Inc11,613$111.0K
Disciplined Growth Investors Inc11,452$110.0K
Clarkston Capital Partners, LLC11,520$110.0K
Firestone Capital Management10,262$109.0K
First Financial Corp10,900$104.0K
CSS LLC10,143$97.0K
Brighton Jones LLC10,117$97.0K
Private Trust Co NA10,035$96.0K
Atlas Private Wealth Advisors9,086$87.0K
MUFG Americas Holdings Corp7,342$70.0K
MCF Advisors LLC5,554$53.0K
Meridian Wealth Partners, LLC4,000$38.0K
Global Retirement Partners, LLC3,539$34.0K
CVA Family Office, LLC5,000$27.0K
Hillsdale Investment Management Inc.2,550$24.0K
Tfo-TDC, LLC2,554$24.0K
Interactive Financial Advisors2,424$23.0K
CX Institutional2,420$23.0K
CoreFirst Bank & Trust2,345$22.0K
Bartlett & Co. Wealth Management LLC2,126$20.4K
Bartlett & Co. LLC2,126$20.0K
Endurance Wealth Management, Inc.2,000$19.0K
D'Orazio & Associates, Inc.2,000$19.0K
Bedel Financial Consulting, Inc.1,920$18.0K
Ade, LLC1,920$18.0K
Asset Dedication, LLC1,583$15.0K
Johnson Financial Group, Inc.1,453$14.0K
Clean Yield Group1,510$14.0K
Capital Advisory Group Advisory Services, LLC950$9.00K
Pacitti Group Inc.861$8.00K
Arkadios Wealth Advisors640$6.00K
Moisand Fitzgerald Tamayo, LLC331$2.00K
RPG Investment Advisory, LLC180$2.00K
Ibex Wealth Advisors192$2.00K
Liberty Wealth Management LLC103$1.00K
MetLife Investment Management1$10
Kowal Investment Group, LLC35$0

Not filed for Q4 2021 yet (12)

Institutions that held Energy Transfer LP at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ET in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
NorthCoast Asset Management LLC302,008$2.89M
Marshall Wace North America L.P.216,951$2.08M
Covenant Multifamily Offices, LLC85,068$839.0K
Homrich & Berg66,452$637.0K
Sonora Investment Management, LLC48,606$466.0K
Harbor Financial Services, LLC40,514$388.0K
Mid Atlantic Financial Management Inc31,602$303.0K
Alexandria Capital, LLC28,500$273.0K
Ameritas Investment Company, LLC18,035$173.0K
Berman Capital Advisors, LLC6,430$60.0K
Wealth Quarterback LLC104$1.00K
Green Harvest Asset Management LLC147,104–