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
- +50 vs. Q3 2021
- Shares held
- 1.17B
- +151.9M (+14.9%) vs. Q3 2021
- Total value
- $9.66B
- −$114.6M (−1.2%) vs. Q3 2021
- New holders
- 126
- 316 more added
- Sold out
- 76
- 207 more reduced
12 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 |
|---|---|---|---|---|---|
| Alhambra Investment Partners LLC | 13,876 | $114.0K | 0.08% | +500+3.7% | Added |
| Delos Wealth Advisors, LLC | 13,863 | $114.0K | 0.11% | +6,618+91.3% | Added |
| AlphaCore Capital LLC | 13,906 | $114.0K | 0.05% | +13,906 | New |
| Smithfield Trust Co | 13,731 | $113.0K | 0.01% | −378−2.7% | Reduced |
| Wesbanco Bank Inc | 13,717 | $113.0K | 0.00% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 13,772 | $113.0K | 0.01% | +2,518+22.4% | Added |
| Central Trust Co | – | $113.0K | 0.00% | – | – |
| Bogart Wealth, LLC | 13,503 | $111.0K | 0.01% | +1,263+10.3% | Added |
| Helen Stephens Group, LLC | 13,540 | $111.0K | 0.09% | +13,540 | New |
| First Foundation Advisors | 13,327 | $110.0K | 0.00% | −6,779−33.7% | Reduced |
| Thoroughbred Financial Services, LLC | 13,319 | $109.0K | 0.02% | +1,453+12.2% | Added |
| Visionary Wealth Advisors | 13,130 | $108.0K | 0.01% | +32+0.2% | Added |
| RGT Wealth Advisors, LLC | 13,000 | $107.0K | 0.02% | −15,100−53.7% | Reduced |
| Future Financial Wealth Managment LLC | 12,336 | $107.0K | 0.09% | −5,857−32.2% | Reduced |
| Tectonic Advisors LLC | 12,992 | $107.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 13,019 | $107.0K | 0.01% | +606+4.9% | Added |
| Moloney Securities Asset Management, LLC | 12,964 | $107.0K | 0.02% | +12,964 | New |
| King Luther Capital Management Corp | 12,800 | $105.0K | 0.00% | −2,400−15.8% | Reduced |
| Bahl & Gaynor Inc | 12,800 | $105.0K | 0.00% | 00.0% | Unchanged |
| Paradigm Financial Advisors, LLC | 12,800 | $105.0K | 0.02% | 00.0% | Unchanged |
| Regions Financial Corp | 12,655 | $104.0K | 0.00% | −18,388−59.2% | Reduced |
| Principal Street Partners, LLC | 12,671 | $104.0K | 0.03% | −11,555−47.7% | Reduced |
| Wade G W & Inc | 12,690 | $104.0K | 0.00% | +180+1.4% | Added |
| Centaurus Financial, Inc. | 12,581 | $104.0K | 0.01% | +924+7.9% | Added |
| First Horizon Advisors, Inc. | 12,465 | $103.0K | 0.00% | −18,745−60.1% | Reduced |
| SRS Capital Advisors, Inc. | 12,438 | $102.0K | 0.01% | −19,305−60.8% | Reduced |
| Busey Wealth Management | 12,412 | $102.0K | 0.00% | −1,986−13.8% | Reduced |
| Baird Financial Group, Inc. | 12,454 | $102.0K | 0.00% | −1,000−7.4% | Reduced |
| Disciplined Investments, LLC | 12,437 | $102.0K | 0.05% | −512−4.0% | Reduced |
| Founders Financial Alliance, LLC | 12,372 | $102.0K | 0.04% | +86+0.7% | Added |
| American Financial Advisors, LLC | 12,295 | $101.0K | 0.01% | +141+1.2% | Added |
| Umb Bank N A | 12,281 | $101.0K | 0.00% | +12,281 | New |
| Hilltop Holdings Inc. | 12,240 | $101.0K | 0.01% | +12,240 | New |
| Regentatlantic Capital LLC | 12,001 | $99.0K | 0.00% | −927−7.2% | Reduced |
| Searle & Co. | 12,000 | $99.0K | 0.04% | 00.0% | Unchanged |
| Brave Asset Management Inc | 12,000 | $99.0K | 0.03% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 12,004 | $99.0K | 0.04% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 12,000 | $99.0K | 0.04% | 00.0% | Unchanged |
| Madden Securities Corp | 12,006 | $99.0K | 0.05% | +414+3.6% | Added |
| Grassi Investment Management | 11,936 | $98.0K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 11,865 | $98.0K | 0.01% | +20+0.2% | Added |
| Balentine LLC | 11,842 | $97.0K | 0.00% | +11,842 | New |
| Rehmann Capital Advisory Group | 11,755 | $96.7K | 0.01% | +173+1.5% | Added |
| Focused Wealth Management, Inc | 11,487 | $95.0K | 0.01% | +6+0.1% | Added |
| Walkner Condon Financial Advisors LLC | 11,510 | $95.0K | 0.06% | +11,510 | New |
| V Wealth Advisors LLC | 11,398 | $94.0K | 0.01% | −309−2.6% | Reduced |
| Valley National Advisers Inc | 11,400 | $94.0K | 0.02% | +14+0.1% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 11,400 | $94.0K | 0.01% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 11,250 | $93.0K | 0.05% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 11,220 | $92.0K | 0.04% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 11,134 | $92.0K | 0.01% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 11,214 | $92.0K | 0.01% | +11,214 | New |
| First Heartland Consultants, Inc. | 11,153 | $91.0K | 0.01% | +267+2.5% | Added |
| Titleist Asset Management, Ltd. | 11,000 | $91.0K | 0.02% | +11,000 | New |
| TRUE Private Wealth Advisors | 11,013 | $90.0K | 0.01% | +45+0.4% | Added |
| TRH Financial, LLC | 10,978 | $90.0K | 0.03% | +180+1.7% | Added |
| Ellis Investment Partners, LLC | 10,972 | $90.0K | 0.02% | +180+1.7% | Added |
| Verdence Capital Advisors LLC | 10,928 | $90.0K | 0.01% | +363+3.4% | Added |
| Summit Financial, LLC | 10,883 | $89.6K | 0.01% | +10,883 | New |
| Quest Capital Management Inc | 10,692 | $88.0K | 0.02% | −1,063−9.0% | Reduced |
| Proequities, Inc. | 10,752 | $88.0K | 0.01% | +133+1.3% | Added |
| Wealth Effects LLC | 10,672 | $88.0K | 0.04% | +10,672 | New |
| Highland Capital Management, LLC | 10,580 | $87.0K | 0.00% | −16,700−61.2% | Reduced |
| Washington Trust Co | 10,599 | $87.0K | 0.00% | −1,000−8.6% | Reduced |
| Bryn Mawr Trust Co | 10,541 | $87.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 13,952 | $86.0K | 0.04% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 10,433 | $86.0K | 0.01% | −467−4.3% | Reduced |
| Country Club Trust Company, n.a. | 10,543 | $86.0K | 0.01% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 10,498 | $86.0K | 0.02% | +413+4.1% | Added |
| Richard P Slaughter Associates Inc | 10,500 | $86.0K | 0.03% | +500+5.0% | Added |
| Marcum Wealth, LLC | 10,419 | $86.0K | 0.01% | +10,419 | New |
| LGL Partners, LLC | 10,309 | $85.0K | 0.01% | −1,203−10.4% | Reduced |
| Colorado Capital Management, Inc. | 10,360 | $85.0K | 0.06% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 10,242 | $84.0K | 0.02% | −16,251−61.3% | Reduced |
| Financial Counselors Inc | 10,041 | $83.0K | 0.00% | −5,475−35.3% | Reduced |
| Bickling Financial Services, Inc. | 10,098 | $83.0K | 0.04% | −76−0.7% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 10,134 | $83.0K | 0.03% | 00.0% | Unchanged |
| Cohanzick Management, LLC | 10,000 | $82.3K | 0.01% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 10,000 | $82.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 9,600 | $79.0K | 0.03% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 9,712 | $79.0K | 0.03% | +9,712 | New |
| BDO Wealth Advisors, LLC | 9,425 | $78.0K | 0.01% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 9,359 | $77.0K | 0.01% | +9,359 | New |
| Hexagon Capital Partners LLC | 8,940 | $74.0K | 0.02% | +103+1.2% | Added |
| Highlander Capital Management, LLC | 8,675 | $71.0K | 0.03% | +7,650+746.3% | Added |
| Quadrant Capital Group LLC | 8,451 | $70.0K | 0.01% | +2,068+32.4% | Added |
| Proffitt & Goodson Inc | 8,145 | $67.0K | 0.01% | +222+2.8% | Added |
| AllSquare Wealth Management LLC | 8,000 | $66.0K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7,358 | $61.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 7,300 | $60.0K | 0.04% | −2,100−22.3% | Reduced |
| Wagner Wealth Management, LLC | 7,292 | $60.0K | 0.05% | +3,272+81.4% | Added |
| Bellwether Advisors, LLC | 7,249 | $59.0K | 0.02% | −158,755−95.6% | Reduced |
| Koshinski Asset Management, Inc. | 6,975 | $57.4K | 0.00% | −5,071−42.1% | Reduced |
| EverSource Wealth Advisors, LLC | 6,852 | $56.0K | 0.02% | +6,852 | New |
| Evoke Wealth, LLC | 6,617 | $54.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 6,533 | $54.0K | 0.01% | +901+16.0% | Added |
| Zullo Investment Group, Inc. | 6,514 | $54.0K | 0.03% | +6,514 | New |
| Professional Financial Advisors, LLC | 6,472 | $53.0K | 0.02% | +1,332+25.9% | Added |
| Rockbridge Investment Management, LCC | 6,349 | $52.0K | 0.01% | +17+0.3% | Added |
| Strategic Asset Management, LLC | 6,171 | $51.0K | 0.07% | +300+5.1% | Added |