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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,304 | $21.1B |
| Q1 2026 | 1,304 | $20.9B |
| Q4 2025 | 1,262 | $16.9B |
| Q3 2025 | 1,226 | $17.9B |
| Q2 2025 | 1,235 | $19.6B |
| Q1 2025 | 1,215 | $20.5B |
| Q4 2024 | 1,206 | $22.4B |
| Q3 2024 | 1,100 | $18.1B |
| Q2 2024 | 1,081 | $18.2B |
| Q1 2024 | 1,059 | $17.7B |
| Q4 2023 | 1,056 | $15.8B |
| Q3 2023 | 965 | $15.1B |
| Q2 2023 | 955 | $13.7B |
| Q1 2023 | 932 | $13.8B |
| Q4 2022 | 915 | $13.7B |
| Q3 2022 | 854 | $13.0B |
| Q2 2022 | 845 | $12.0B |
| Q1 2022 | 829 | $13.6B |
| Q4 2021 | 811 | $9.66B |
| Q3 2021 | 773 | $9.79B |
| Q2 2021 | 752 | $10.8B |
| Q1 2021 | 738 | $7.83B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Paradigm Financial Partners, LLC | 23,781 | $196.0K | 0.04% | −4,872−17.0% | Reduced |
| Winfield Associates, Inc. | 23,560 | $194.0K | 0.06% | −624−2.6% | Reduced |
| Cerity Partners LLC | 23,082 | $190.0K | 0.00% | −5,124−18.2% | Reduced |
| Heritage Trust Co | 23,140 | $190.0K | 0.02% | +1,085+4.9% | Added |
| Gill Capital Partners, LLC | 23,000 | $189.0K | 0.08% | −12,000−34.3% | Reduced |
| Mayflower Financial Advisors, LLC | 23,014 | $189.0K | 0.03% | +661+3.0% | Added |
| Peapack Gladstone Financial Corp | 22,732 | $187.0K | 0.00% | +3,914+20.8% | Added |
| Ameritas Advisory Services, LLC | 22,717 | $187.0K | 0.01% | +22,717 | New |
| AdvisorNet Financial, Inc | 22,438 | $185.0K | 0.01% | +3,191+16.6% | Added |
| NTB Financial Corp | 22,433 | $185.0K | 0.13% | +22,433 | New |
| Transcend Wealth Collective, LLC | 22,389 | $184.0K | 0.02% | +14+0.1% | Added |
| Neo Ivy Capital Management | 22,200 | $183.0K | 0.26% | +22,200 | New |
| Signature Wealth Management Partners, LLC | 21,911 | $180.0K | 0.15% | −14,649−40.1% | Reduced |
| Financial Advisory Service, Inc. | 21,746 | $179.0K | 0.02% | +21,746 | New |
| Summit Financial Wealth Advisors, LLC | 20,000 | $178.0K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 21,674 | $178.0K | 0.01% | +3,734+20.8% | Added |
| Telemus Capital, LLC | 21,492 | $177.0K | 0.01% | −888−4.0% | Reduced |
| 1st Source Bank | 21,444 | $176.0K | 0.01% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 21,272 | $175.0K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 21,059 | $173.0K | 0.02% | +2,604+14.1% | Added |
| Edgemoor Investment Advisors, Inc. | 20,880 | $172.0K | 0.02% | −2,305−9.9% | Reduced |
| Avantax Planning Partners, Inc. | 20,758 | $171.0K | 0.01% | −2,040−8.9% | Reduced |
| Hoylecohen, LLC | 20,734 | $171.0K | 0.01% | −686−3.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20,721 | $171.0K | 0.01% | 00.0% | Unchanged |
| Penbrook Management LLC | 20,618 | $170.0K | 0.10% | 00.0% | Unchanged |
| Pinnacle Private Wealth, LLC | 20,596 | $170.0K | 0.05% | +20,596 | New |
| Farmers & Merchants Investments Inc | 20,296 | $167.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 20,239 | $167.0K | 0.02% | +978+5.1% | Added |
| Arete Wealth Advisors, LLC | 19,693 | $167.0K | 0.01% | +4,221+27.3% | Added |
| Acadian Asset Management LLC | 20,317 | $167.0K | 0.00% | +5,982+41.7% | Added |
| Oliver Luxxe Assets LLC | 20,200 | $166.0K | 0.04% | −34,628−63.2% | Reduced |
| J.W. Cole Advisors, Inc. | 20,184 | $166.0K | 0.01% | −14,716−42.2% | Reduced |
| Wetherby Asset Management Inc | 20,109 | $165.0K | 0.01% | 00.0% | Unchanged |
| Capital One Financial Corp | 20,057 | $165.0K | 0.02% | 00.0% | Unchanged |
| RFG Advisory, LLC | 19,807 | $163.0K | 0.01% | +4,187+26.8% | Added |
| Herold Advisors, Inc. | 19,700 | $162.0K | 0.06% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 19,400 | $160.0K | 0.13% | +2,050+11.8% | Added |
| North Star Investment Management Corp. | 19,399 | $160.0K | 0.01% | +12,908+198.9% | Added |
| Lake Point Wealth Management | 19,326 | $159.0K | 0.07% | −674−3.4% | Reduced |
| Covenant Asset Management, LLC | 19,300 | $159.0K | 0.04% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 19,122 | $158.0K | 0.01% | +3,044+18.9% | Added |
| Financial Partners Group, Inc | 16,361 | $157.0K | 0.03% | +243+1.5% | Added |
| Invst, LLC | 16,069 | $157.0K | 0.02% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 15,242 | $156.0K | 0.06% | −2,761−15.3% | Reduced |
| Ropes Wealth Advisors LLC | 18,835 | $155.0K | 0.03% | 00.0% | Unchanged |
| SFMG, LLC | 18,759 | $154.0K | 0.01% | −4,501−19.4% | Reduced |
| Crescent Grove Advisors, LLC | 18,658 | $154.0K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 18,576 | $153.0K | 0.00% | −1,634−8.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 15,911 | $153.0K | 0.02% | +273+1.7% | Added |
| Opus Capital Group, LLC | 18,399 | $151.0K | 0.03% | +5,000+37.3% | Added |
| Leavell Investment Management, Inc. | 18,271 | $150.0K | 0.01% | +1,823+11.1% | Added |
| FinTrust Capital Advisors, LLC | 18,144 | $149.0K | 0.04% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 18,083 | $149.0K | 0.03% | +4,075+29.1% | Added |
| Trustcore Financial Services, LLC | 17,900 | $147.0K | 0.02% | −55−0.3% | Reduced |
| RiverGlades Family Offices LLC | 17,850 | $147.0K | 0.11% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 17,783 | $146.0K | 0.10% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 17,541 | $145.0K | 0.04% | −431−2.4% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 17,637 | $145.0K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 17,547 | $144.0K | 0.10% | −2,123−10.8% | Reduced |
| Toroso Investments, LLC | 17,427 | $143.0K | 0.00% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 17,320 | $143.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 17,243 | $142.0K | 0.07% | −4,523−20.8% | Reduced |
| Security National Bank of Sioux City Iowa | 17,300 | $142.0K | 0.10% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 17,242 | $142.0K | 0.07% | +20+0.1% | Added |
| Kavar Capital Partners Group, LLC | 17,080 | $141.0K | 0.03% | +20.0% | Added |
| Van Hulzen Asset Management, LLC | 17,120 | $141.0K | 0.02% | +17,120 | New |
| Capital Market Strategies LLC | 17,123 | $141.0K | 0.12% | +17,123 | New |
| Ausdal Financial Partners, Inc. | 17,015 | $140.0K | 0.02% | −3,450−16.9% | Reduced |
| Leisure Capital Management | 17,000 | $140.0K | 0.06% | 00.0% | Unchanged |
| Shelton Capital Management | 17,040 | $140.0K | 0.00% | +17,040 | New |
| Good Life Advisors, LLC | 16,764 | $138.0K | 0.02% | −1,149−6.4% | Reduced |
| City Holding Co | 13,625 | $138.0K | 0.02% | +1,212+9.8% | Added |
| Aldebaran Financial Inc. | 16,617 | $137.0K | 0.11% | 00.0% | Unchanged |
| Novare Capital Management LLC | 16,433 | $135.0K | 0.01% | 00.0% | Unchanged |
| Nwam LLC | 16,284 | $134.0K | 0.01% | −8,231−33.6% | Reduced |
| Sterneck Capital Management, LLC | 16,180 | $133.0K | 0.08% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 16,156 | $133.0K | 0.06% | +810+5.3% | Added |
| Cadent Capital Advisors, LLC | 16,099 | $132.0K | 0.06% | +1,293+8.7% | Added |
| Consilium Wealth Advisory, LLC | 16,000 | $132.0K | 0.09% | +16,000 | New |
| SeaCrest Wealth Management, LLC | 15,749 | $130.0K | 0.01% | −1,257−7.4% | Reduced |
| Vivaldi Asset Management, LLC | 13,623 | $130.0K | 0.02% | +13,623 | New |
| MSH Capital Advisors LLC | 15,775 | $129.8K | 0.06% | +15,775 | New |
| Essex Financial Services, Inc. | 15,538 | $128.0K | 0.01% | +23+0.1% | Added |
| SkyOak Wealth, LLC | 15,590 | $128.0K | 0.03% | +1,386+9.8% | Added |
| Sound View Wealth Advisors Group, LLC | 15,595 | $128.0K | 0.02% | +3,000+23.8% | Added |
| American National Registered Investment Advisor, Inc. | 15,445 | $127.0K | 0.04% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 15,380 | $127.0K | 0.04% | +15,380 | New |
| Journey Strategic Wealth LLC | 15,450 | $127.0K | 0.01% | +15,450 | New |
| First PREMIER Bank | 15,288 | $125.0K | 0.03% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 15,069 | $124.0K | 0.07% | −5,000−24.9% | Reduced |
| Salvus Wealth Management, LLC | 15,038 | $124.0K | 0.09% | −392−2.5% | Reduced |
| GFS Advisors, LLC | 15,000 | $123.0K | 0.02% | 00.0% | Unchanged |
| Capasso Planning Partners LLC | 15,000 | $123.0K | 0.09% | +15,000 | New |
| Chilton Capital Management LLC | 14,716 | $121.0K | 0.01% | +4,460+43.5% | Added |
| Whalerock Point Partners, LLC | 14,600 | $120.2K | 0.04% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 14,652 | $120.0K | 0.04% | +918+6.7% | Added |
| Eaton Vance Management | 14,552 | $120.0K | 0.00% | −1,679−10.3% | Reduced |
| Fairfield, Bush & Co. | 14,337 | $118.0K | 0.06% | −694−4.6% | Reduced |
| JT Stratford LLC | 14,319 | $118.0K | 0.03% | 00.0% | Unchanged |
| Argent Trust Co | 13,913 | $114.0K | 0.01% | −5,450−28.1% | Reduced |