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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, Q1 2022

Institutional positions in Energy Transfer LP as of Mar 31, 2022. 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
829
+26 vs. Q4 2021
Shares held
1.21B
+38.0M (+3.2%) vs. Q4 2021
Total value
$13.6B
+$3.89B (+40.3%) vs. Q4 2021
New holders
84
326 more added
Sold out
58
202 more reduced

8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 829 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 heldQ1 2022: $13.6B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q4 2021.

Institutions holding ET in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management20,721$232.0K0.01%00.0%Unchanged
Mattern Wealth Management LLC20,700$232.0K0.08%+20,700New
MSH Capital Advisors LLC21,078$235.9K0.10%+5,303+33.6%Added
Fayez Sarofim & Co21,272$238.0K0.00%00.0%Unchanged
Regions Financial Corp21,281$238.0K0.00%+8,626+68.2%Added
1st Source Bank21,444$240.0K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc21,647$242.0K0.01%+1,351+6.7%Added
Sowell Financial Services LLC22,051$243.0K0.04%−297,787−93.1%Reduced
Bryn Mawr Trust Co21,831$244.0K0.01%+11,290+107.1%Added
Eaton Vance Management21,946$245.0K0.00%+7,394+50.8%Added
SFMG, LLC22,154$248.0K0.02%+3,395+18.1%Added
Signature Wealth Management Partners, LLC22,270$249.0K0.21%+359+1.6%Added
Flagship Harbor Advisors, LLC22,219$249.0K0.02%+1,160+5.5%Added
NTB Financial Corp22,433$251.0K0.18%00.0%Unchanged
Transcend Wealth Collective, LLC22,404$251.0K0.02%+15+0.1%Added
RGT Wealth Advisors, LLC22,426$251.0K0.04%+9,426+72.5%Added
Kingsview Wealth Management, LLC22,545$252.3K0.01%+22,545New
Garrett Wealth Advisory Group, LLC22,621$253.0K0.13%−2,487−9.9%Reduced
Act Wealth Management, LLC22,641$253.0K0.14%+22,641New
Heritage Trust Co23,140$258.0K0.04%00.0%Unchanged
Federation des caisses Desjardins du Quebec23,088$258.4K0.00%−5,915−20.4%Reduced
Winfield Associates, Inc.23,295$261.0K0.09%−265−1.1%Reduced
Fiduciary Group LLC24,438$262.0K0.03%00.0%Unchanged
Colony Group LLC23,384$262.0K0.00%+23,384New
Biondo Investment Advisors, LLC23,460$263.0K0.05%00.0%Unchanged
Paradigm Financial Partners, LLC23,781$264.0K0.06%00.0%Unchanged
Two Sigma Securities, LLC24,207$271.0K0.04%+24,207New
MV Capital Management, Inc.24,460$274.0K0.04%00.0%Unchanged
Berkshire Asset Management LLC24,579$275.0K0.02%00.0%Unchanged
HFG Advisors, Inc.24,665$276.0K0.32%+24,665New
Van Cleef Asset Management,Inc24,800$278.0K0.04%00.0%Unchanged
Regent Investment Management LLC25,168$281.0K0.07%00.0%Unchanged
Magnolia Capital Advisors LLC25,167$282.0K0.11%−730−2.8%Reduced
Fieldpoint Private Securities, LLC25,177$282.0K0.06%00.0%Unchanged
Checchi Capital Advisers, LLC25,270$283.0K0.03%−23,413−48.1%Reduced
Bienville Capital Management, LLC25,406$284.0K0.14%00.0%Unchanged
Belvedere Trading LLC24,265$284.0K0.20%+24,265New
NewEdge Wealth, LLC25,512$285.0K0.01%−349,388−93.2%Reduced
Segall Bryant & Hamill, LLC25,513$286.0K0.00%00.0%Unchanged
Essex Financial Services, Inc.25,561$286.0K0.03%+10,023+64.5%Added
FirstPurpose Wealth LLC25,650$287.0K0.22%00.0%Unchanged
Centered Wealth LLC dba Miller Equity Capital Advisors26,300$294.0K0.25%00.0%Unchanged
Clear Creek Financial Management, LLC26,235$294.0K0.05%+496+1.9%Added
Diversified Trust Co26,305$294.0K0.01%+912+3.6%Added
Baker Tilly Wealth Management, LLC26,578$297.0K0.03%+16,145+154.7%Added
Hartford Financial Management Inc.27,134$304.0K0.07%00.0%Unchanged
WealthTrust Axiom LLC27,486$307.0K0.10%−637−2.3%Reduced
Goff John C27,508$308.0K0.29%00.0%Unchanged
State of Wisconsin Investment Board27,655$309.0K0.00%00.0%Unchanged
Advus Financial Partners, LLC28,097$314.4K0.16%+28,097New
C2C Wealth Management, LLC26,668$315.0K0.05%−308−1.1%Reduced
Alpha Cubed Investments, LLC28,748$322.0K0.02%+4,600+19.0%Added
Whittier Trust Co28,935$324.0K0.01%+70+0.2%Added
Ameritas Advisory Services, LLC28,928$324.0K0.01%+6,211+27.3%Added
Larson Financial Group LLC29,298$328.0K0.05%+29,298New
Integrated Wealth Concepts LLC29,613$331.0K0.01%−120−0.4%Reduced
Advisors Capital Management, LLC30,030$336.0K0.01%+30,030New
Morton Capital Management LLC30,079$336.6K0.14%+496+1.7%Added
Levy Wealth Management Group, LLC30,442$341.0K0.14%00.0%Unchanged
Veracity Capital LLC30,720$344.0K0.14%−590−1.9%Reduced
Somerset Group LLC31,000$347.0K0.25%−500−1.6%Reduced
Clifford Swan Investment Counsel LLC31,268$350.0K0.01%00.0%Unchanged
Dynamic Advisor Solutions LLC31,291$350.0K0.02%+3,609+13.0%Added
Doliver Advisors, LP31,594$354.0K0.11%+1,286+4.2%Added
Verity & Verity, LLC31,904$357.0K0.05%+6,694+26.6%Added
Legacy Financial Advisors, Inc.32,000$358.0K0.08%00.0%Unchanged
Arrow Investment Advisors, LLC32,106$359.0K0.27%−4,000−11.1%Reduced
ARS Wealth Advisors Group, LLC32,555$364.0K0.06%−875−2.6%Reduced
Hilton Capital Management, LLC32,755$367.0K0.04%00.0%Unchanged
Gould Asset Management LLC33,056$370.0K0.11%+1,000+3.1%Added
Claraphi Advisory Network, LLC33,259$372.0K0.11%−8,325−20.0%Reduced
Kercheville Advisors, LLC34,000$380.0K0.18%+34,000New
Lido Advisors, LLC34,144$382.0K0.01%+1,147+3.5%Added
BCJ Capital Management, LLC34,236$383.0K0.03%+6,446+23.2%Added
Naples Global Advisors, LLC34,350$384.0K0.04%00.0%Unchanged
Resources Investment Advisors, LLC.34,326$384.0K0.01%+12,652+58.4%Added
Asio Capital, LLC34,500$386.0K0.11%−2,500−6.8%Reduced
XML Financial, LLC34,731$389.0K0.05%−700−2.0%Reduced
Camelot Portfolios, LLC34,813$390.0K0.19%+26+0.1%Added
Bessemer Group Inc34,807$390.0K0.00%+6,344+22.3%Added
Brookstone Capital Management35,577$393.0K0.01%−2,141−5.7%Reduced
Woodward Diversified Capital, LLC35,874$401.0K0.26%−160,746−81.8%Reduced
Neville Rodie & Shaw Inc34,972$403.0K0.03%00.0%Unchanged
Nuveen Asset Management, LLC41,200$408.0K0.00%−786−1.9%Reduced
Peoples Financial Services Corp.36,792$412.0K0.18%00.0%Unchanged
Ledyard National Bank36,902$413.0K0.04%00.0%Unchanged
Legacy Advisors, LLC36,902$413.0K0.08%00.0%Unchanged
HM Payson & Co36,960$414.0K0.01%00.0%Unchanged
Cerity Partners LLC57,766$415.0K0.01%+34,684+150.3%Added
Wealthsource Partners, LLC37,209$416.0K0.03%−50−0.1%Reduced
TCTC Holdings, LLC37,348$418.0K0.02%00.0%Unchanged
FourThought Financial, LLC37,552$420.0K0.05%−5,005−11.8%Reduced
Strategic Wealth Advisors Group, LLC36,840$421.0K0.02%+36,840New
Finer Wealth Management, Inc.37,787$423.0K0.35%+37,787New
Eudaimonia Advisors LLC37,887$424.0K0.24%+4,050+12.0%Added
Fisher Asset Management, LLC37,850$424.0K0.00%+10,936+40.6%Added
Waterfront Wealth Inc.38,757$426.0K0.15%+3,039+8.5%Added
Equitable Holdings, Inc.38,940$436.0K0.01%−252−0.6%Reduced
InterOcean Capital Group, LLC39,352$440.0K0.02%00.0%Unchanged
Tranquility Partners, LLC39,405$441.0K0.21%−7,869−16.6%Reduced