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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, Q4 2021

Institutional positions in Energy Transfer LP as of Dec 31, 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
811
+51 vs. Q3 2021
Shares held
1.17B
+152.0M (+14.9%) vs. Q3 2021
Total value
$9.66B
−$114.4M (−1.2%) vs. Q3 2021
New holders
126
316 more added
Sold out
75
207 more reduced

13 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 811 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 heldQ4 2021: $9.66B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q3 2021.

Institutions holding ET in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bogart Wealth, LLC13,503$111.0K0.01%+1,263+10.3%Added
Helen Stephens Group, LLC13,540$111.0K0.09%+13,540New
Smithfield Trust Co13,731$113.0K0.01%−378−2.7%Reduced
Wesbanco Bank Inc13,717$113.0K0.00%00.0%Unchanged
Lake Street Advisors Group, LLC13,772$113.0K0.01%+2,518+22.4%Added
Central Trust Co–$113.0K0.00%––
Argent Trust Co13,913$114.0K0.01%−5,450−28.1%Reduced
Alhambra Investment Partners LLC13,876$114.0K0.08%+500+3.7%Added
Delos Wealth Advisors, LLC13,863$114.0K0.11%+6,618+91.3%Added
AlphaCore Capital LLC13,906$114.0K0.05%+13,906New
Fairfield, Bush & Co.14,337$118.0K0.06%−694−4.6%Reduced
JT Stratford LLC14,319$118.0K0.03%00.0%Unchanged
Perennial Investment Advisors, LLC14,652$120.0K0.04%+918+6.7%Added
Eaton Vance Management14,552$120.0K0.00%−1,679−10.3%Reduced
Whalerock Point Partners, LLC14,600$120.2K0.04%00.0%Unchanged
Chilton Capital Management LLC14,716$121.0K0.01%+4,460+43.5%Added
GFS Advisors, LLC15,000$123.0K0.02%00.0%Unchanged
Capasso Planning Partners LLC15,000$123.0K0.09%+15,000New
Brown Miller Wealth Management, LLC15,069$124.0K0.07%−5,000−24.9%Reduced
Salvus Wealth Management, LLC15,038$124.0K0.09%−392−2.5%Reduced
First PREMIER Bank15,288$125.0K0.03%00.0%Unchanged
American National Registered Investment Advisor, Inc.15,445$127.0K0.04%00.0%Unchanged
Stokes Capital Advisors, LLC15,380$127.0K0.04%+15,380New
Journey Strategic Wealth LLC15,450$127.0K0.01%+15,450New
Essex Financial Services, Inc.15,538$128.0K0.01%+23+0.1%Added
SkyOak Wealth, LLC15,590$128.0K0.03%+1,386+9.8%Added
Sound View Wealth Advisors Group, LLC15,595$128.0K0.02%+3,000+23.8%Added
MSH Capital Advisors LLC15,775$129.8K0.06%+15,775New
SeaCrest Wealth Management, LLC15,749$130.0K0.01%−1,257−7.4%Reduced
Vivaldi Asset Management, LLC13,623$130.0K0.02%+13,623New
Cadent Capital Advisors, LLC16,099$132.0K0.06%+1,293+8.7%Added
Consilium Wealth Advisory, LLC16,000$132.0K0.09%+16,000New
Sterneck Capital Management, LLC16,180$133.0K0.08%00.0%Unchanged
Wealth Alliance Advisory Group, LLC16,156$133.0K0.06%+810+5.3%Added
Nwam LLC16,284$134.0K0.01%−8,231−33.6%Reduced
Novare Capital Management LLC16,433$135.0K0.01%00.0%Unchanged
Aldebaran Financial Inc.16,617$137.0K0.11%00.0%Unchanged
Good Life Advisors, LLC16,764$138.0K0.02%−1,149−6.4%Reduced
City Holding Co13,625$138.0K0.02%+1,212+9.8%Added
Ausdal Financial Partners, Inc.17,015$140.0K0.02%−3,450−16.9%Reduced
Leisure Capital Management17,000$140.0K0.06%00.0%Unchanged
Shelton Capital Management17,040$140.0K0.00%+17,040New
Kavar Capital Partners Group, LLC17,080$141.0K0.03%+20.0%Added
Van Hulzen Asset Management, LLC17,120$141.0K0.02%+17,120New
Capital Market Strategies LLC17,123$141.0K0.12%+17,123New
State of Wyoming17,243$142.0K0.07%−4,523−20.8%Reduced
Security National Bank of Sioux City Iowa17,300$142.0K0.10%00.0%Unchanged
IronBridge Private Wealth, LLC17,242$142.0K0.07%+20+0.1%Added
Toroso Investments, LLC17,427$143.0K0.00%00.0%Unchanged
Tiedemann Advisors, LLC17,320$143.0K0.01%00.0%Unchanged
Old North State Trust, LLC17,547$144.0K0.10%−2,123−10.8%Reduced
Parkside Financial Bank & Trust17,541$145.0K0.04%−431−2.4%Reduced
Budros, Ruhlin & Roe, Inc.17,637$145.0K0.02%00.0%Unchanged
Arq Wealth Advisors, LLC17,783$146.0K0.10%00.0%Unchanged
Trustcore Financial Services, LLC17,900$147.0K0.02%−55−0.3%Reduced
RiverGlades Family Offices LLC17,850$147.0K0.11%00.0%Unchanged
FinTrust Capital Advisors, LLC18,144$149.0K0.04%00.0%Unchanged
Probity Advisors, Inc.18,083$149.0K0.03%+4,075+29.1%Added
Leavell Investment Management, Inc.18,271$150.0K0.01%+1,823+11.1%Added
Opus Capital Group, LLC18,399$151.0K0.03%+5,000+37.3%Added
Toronto Dominion Bank18,576$153.0K0.00%−1,634−8.1%Reduced
Foster Victor Wealth Advisors, LLC15,911$153.0K0.02%+273+1.7%Added
SFMG, LLC18,759$154.0K0.01%−4,501−19.4%Reduced
Crescent Grove Advisors, LLC18,658$154.0K0.01%00.0%Unchanged
Ropes Wealth Advisors LLC18,835$155.0K0.03%00.0%Unchanged
MONECO Advisors, LLC15,242$156.0K0.06%−2,761−15.3%Reduced
Financial Partners Group, Inc16,361$157.0K0.03%+243+1.5%Added
Invst, LLC16,069$157.0K0.02%00.0%Unchanged
Carroll Financial Associates, Inc.19,122$158.0K0.01%+3,044+18.9%Added
Lake Point Wealth Management19,326$159.0K0.07%−674−3.4%Reduced
Covenant Asset Management, LLC19,300$159.0K0.04%00.0%Unchanged
Cypress Capital Management LLC (WY)19,400$160.0K0.13%+2,050+11.8%Added
North Star Investment Management Corp.19,399$160.0K0.01%+12,908+198.9%Added
Herold Advisors, Inc.19,700$162.0K0.06%00.0%Unchanged
RFG Advisory, LLC19,807$163.0K0.01%+4,187+26.8%Added
Wetherby Asset Management Inc20,109$165.0K0.01%00.0%Unchanged
Capital One Financial Corp20,057$165.0K0.02%00.0%Unchanged
Oliver Luxxe Assets LLC20,200$166.0K0.04%−34,628−63.2%Reduced
J.W. Cole Advisors, Inc.20,184$166.0K0.01%−14,716−42.2%Reduced
Farmers & Merchants Investments Inc20,296$167.0K0.01%00.0%Unchanged
Cornerstone Wealth Management, LLC20,239$167.0K0.02%+978+5.1%Added
Arete Wealth Advisors, LLC19,693$167.0K0.01%+4,221+27.3%Added
Acadian Asset Management LLC20,317$167.0K0.00%+5,982+41.7%Added
Penbrook Management LLC20,618$170.0K0.10%00.0%Unchanged
Pinnacle Private Wealth, LLC20,596$170.0K0.05%+20,596New
Avantax Planning Partners, Inc.20,758$171.0K0.01%−2,040−8.9%Reduced
Hoylecohen, LLC20,734$171.0K0.01%−686−3.2%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management20,721$171.0K0.01%00.0%Unchanged
Edgemoor Investment Advisors, Inc.20,880$172.0K0.02%−2,305−9.9%Reduced
Flagship Harbor Advisors, LLC21,059$173.0K0.02%+2,604+14.1%Added
Fayez Sarofim & Co21,272$175.0K0.00%00.0%Unchanged
1st Source Bank21,444$176.0K0.01%00.0%Unchanged
Telemus Capital, LLC21,492$177.0K0.01%−888−4.0%Reduced
Summit Financial Wealth Advisors, LLC20,000$178.0K0.03%00.0%Unchanged
Resources Investment Advisors, LLC.21,674$178.0K0.01%+3,734+20.8%Added
Financial Advisory Service, Inc.21,746$179.0K0.02%+21,746New
Signature Wealth Management Partners, LLC21,911$180.0K0.15%−14,649−40.1%Reduced
Neo Ivy Capital Management22,200$183.0K0.26%+22,200New
Transcend Wealth Collective, LLC22,389$184.0K0.02%+14+0.1%Added
AdvisorNet Financial, Inc22,438$185.0K0.01%+3,191+16.6%Added