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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; 1,303 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 2022 vs. Q3 2022

How the institutions holding Energy Transfer LP changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of ET: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders85322914+83
Shares1.18B2.84M1.16B−16.8M (−1.4%)
Value$13.0B$31.3M$13.7B+$811.1M (+6.3%)

22 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (137)

Institutions that held Energy Transfer LP at the end of Q4 2022 but not at the end of Q3 2022.

Showing the largest 100 of 137 by value.

Institutions new to ET in Q4 2022
InstitutionSharesValue% of portfolio
CI Private Wealth, LLC1,421,326$16.9M0.06%
Maryland State Retirement & Pension System649,810$7.71M0.23%
Amitell Capital Pte Ltd428,146$5.08M5.11%
Simplex Trading, LLC397,286$4.71M0.23%
Group One Trading, L.P.283,207$3.36M0.11%
Knollwood Investment Advisory, LLC270,000$3.20M1.26%
Jefferies Financial Group Inc.208,527$2.48M0.04%
Marex Group plc169,700$2.01M0.29%
Basso Capital Management, L.P.168,700$2.00M2.15%
CFM Wealth Partners LLC159,444$1.89M0.57%
Redwood Wealth Management Group, LLC121,170$1.44M1.80%
Rhumbline Advisers110,070$1.31M0.00%
Verger Capital Management LLC110,000$1.31M0.73%
IMC-Chicago, LLC106,561$1.26M0.28%
Agf Management Ltd104,389$1.24M0.01%
American Assets Investment Management, LLC100,000$1.19M0.14%
Chapin Davis, Inc.92,601$1.10M0.64%
HRT Financial LP87,147$1.03M0.01%
Money Concepts Capital Corp85,512$1.02M0.05%
XTX Topco Ltd80,566$956.3K0.20%
Banco Santander, S.A.77,222$916.6K0.01%
Donaldson Capital Management, LLC74,178$880.5K0.04%
Ninepoint Partners LP66,099$785.0K0.11%
Virtus ETF Advisers LLC63,905$758.6K0.40%
HSBC Holdings PLC61,652$727.2K0.00%
FourThought Financial Partners, LLC57,874$687.0K0.10%
Olistico Wealth, LLC56,000$664.7K0.72%
Beverly Hills Private Wealth, LLC54,753$649.9K0.28%
VELA Investment Management, LLC52,854$627.4K0.31%
Compass Financial Group, INC46,743$555.0K0.20%
BancorpSouth Bank46,245$548.9K0.05%
HWG Holdings LP42,409$503.0K0.33%
Cascade Investment Group, Inc.38,161$453.0K0.47%
HAP Trading, LLC36,336$431.0K0.07%
Prime Capital Investment Advisors, LLC34,720$412.1K0.02%
IFG Advisory, LLC34,716$412.0K0.04%
Diligent Investors, LLC34,050$404.2K0.13%
HBK Sorce Advisory LLC31,864$378.0K0.01%
Somerset Group LLC31,000$368.0K0.32%
Glass Jacobson Investment Advisors llc30,620$363.5K0.18%
Sequoia Financial Advisors, LLC30,305$359.7K0.01%
Aspen Grove Capital, LLC30,001$356.1K0.16%
Citizens Financial Group Inc30,000$356.1K0.01%
PEAK6 Investments LLC29,885$354.7K0.02%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.29,016$344.4K0.07%
Perigon Wealth Management, LLC26,243$311.5K0.02%
Fidelis Capital Partners, LLC24,899$306.5K0.36%
Stokes Capital Advisors, LLC24,846$294.9K0.10%
Redhawk Wealth Advisors, Inc.24,703$293.2K0.11%
Fortis Capital Management LLC22,084$262.1K0.19%
Mosaic Family Wealth Partners, LLC21,470$254.9K0.07%
Eudaimonia Partners, LLC21,300$252.8K0.06%
AlphaQ Advisors LLC20,850$247.5K0.21%
SageView Advisory Group, LLC20,442$242.6K0.02%
LMG Wealth Partners, LLC19,162$241.8K0.08%
Smithbridge Asset Management Inc19,016$226.0K0.06%
Retirement Investment Advisors, Inc.18,974$225.2K0.15%
Pathway Financial Advisers, LLC18,950$224.9K0.09%
Dudley Capital Management, LLC18,447$219.0K0.16%
Asset Allocation Strategies LLC18,426$218.7K0.15%
Affinity Wealth Management LLC17,973$213.3K0.05%
RiverGlades Family Offices LLC17,850$211.9K0.19%
Kennedy Investment Group17,432$206.9K0.13%
Grey Fox Wealth Advisors, LLC17,097$202.9K0.13%
Cercano Management LLC16,925$200.9K0.01%
Equitec Proprietary Markets, LLC16,670$197.9K0.12%
Bleakley Financial Group, LLC16,560$196.6K0.01%
New Republic Capital, LLC15,951$189.3K0.15%
Prosperity Financial Group, Inc.15,600$185.2K0.20%
Caldwell Sutter Capital, Inc.15,400$182.8K0.16%
Register Financial Advisors LLC14,650$173.9K0.11%
Mill Creek Capital Advisors, LLC14,609$173.4K0.01%
Viawealth, LLC13,609$167.5K0.14%
CFO4Life, L.P.14,100$167.4K0.04%
Wesbanco Bank Inc14,005$166.0K0.01%
Aptus Capital Advisors, LLC13,307$158.0K0.01%
Focus Financial Network, Inc.13,284$157.7K0.01%
Easterly Investment Partners LLC13,279$157.6K0.01%
Westwood Wealth Management13,000$154.3K0.19%
Citadel Advisors LLC12,933$153.5K0.00%
Kestra Advisory Services, LLC12,843$152.4K0.00%
Chilton Capital Management LLC12,733$151.1K0.01%
Clear Harbor Asset Management, LLC12,649$150.1K0.02%
Woodstock Corp12,500$148.4K0.02%
PBMares Wealth Management LLC12,472$148.0K0.06%
Daymark Wealth Partners, LLC12,469$148.0K0.03%
Jeereddi Investments, LP12,335$146.4K0.58%
Warther Private Wealth, LLC12,200$144.8K0.11%
Ethos Financial Group, LLC12,081$143.4K0.05%
Hollencrest Capital Management11,560$137.2K0.02%
Centurion Wealth Management LLC11,559$137.2K0.08%
Total Clarity Wealth Management, Inc.11,051$131.2K0.07%
Forum Financial Management, LP10,709$127.1K0.00%
Brighton Jones LLC10,358$123.0K0.01%
Voya Financial Advisors, Inc.10,205$121.0K0.02%
Aviance Capital Partners, LLC10,180$120.8K0.03%
GM Advisory Group, Inc.10,102$119.9K0.01%
Concord Wealth Partners6,604$78.4K0.02%
New Hampshire Trust6,243$74.1K0.02%
Arcus Capital Partners, LLC5,481$65.1K0.03%

Sold out (54)

Institutions that held Energy Transfer LP at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of ET in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Salient Capital Advisors, LLC17,072,316$188.3M
Vident Investment Advisory, LLC1,973,000$21.7M
Alliancebernstein L.P.1,047,204$11.6M
CMT Capital Markets Trading GmbH614,597$6.78M
American Century Companies Inc291,066$3.21M
SG Capital Management LLC282,070$3.11M
Premier Fund Managers Ltd210,000$2.31M
True North Advisors, LLC173,754$1.92M
Cbre Clarion Securities LLC140,877$1.55M
Parallax Volatility Advisers, L.P.139,430$1.54M
CMC Financial Group133,174$1.47M
DekaBank Deutsche Girozentrale102,980$1.14M
GraniteShares Advisors LLC94,979$1.05M
Vestcor Inc82,703$912.0K
Centric Wealth Management78,534$866.0K
CM Management, LLC75,000$827.0K
Scotia Capital Inc.67,414$744.0K
Harrell Investment Partners, LLC64,748$714.0K
Acadian Asset Management LLC58,676$644.0K
UBS Oconnor LLC50,000$552.0K
Gamco Investors, Inc. Et Al42,800$472.0K
Argent Trust Co35,607$392.0K
Legacy Financial Advisors, Inc.32,000$353.0K
O'Brien Greene & Co. Inc32,004$353.0K
Private Wealth Strategies, L.L.C.30,000$331.0K
Bulltick Wealth Management, LLC25,000$275.8K
Goff John C24,508$270.0K
Investment Partners, Ltd.24,149$266.0K
Camden Capital, LLC19,000$210.0K
Claraphi Advisory Network, LLC18,464$204.0K
Gsa Capital Partners LLP16,398$181.0K
First Foundation Advisors14,328$158.0K
Wintrust Investments LLC13,754$152.0K
Peterson Wealth Advisors, LLC12,281$135.0K
New World Advisors LLC11,800$130.0K
Wedmont Private Capital11,233$124.0K
Epic Trust Investment Advisors, LLC11,000$121.0K
Highland Capital Management, LLC10,580$117.0K
Eagle Bay Advisors LLC8,900$98.0K
Cowa, LLC7,987$88.0K
Investors Asset Management of Georgia Inc7,880$87.0K
Evoke Wealth, LLC6,617$73.0K
Professional Financial Advisors, LLC6,472$71.0K
Bellwether Advisors, LLC4,422$48.0K
Selective Wealth Management, Inc.3,092$34.0K
EdgeRock Capital LLC2,603$29.0K
Castle Wealth Management LLC1,950$22.0K
Howe & Rusling Inc1,776$20.0K
Westside Investment Management, Inc.1,500$16.0K
Bray Capital Advisors402$4.00K
Meeder Asset Management Inc227$3.00K
Robinson Value Management, Ltd.272$3.00K
Optimum Investment Advisors68$1.00K
Sofos Investments, Inc.22–

Not filed for Q4 2022 yet (22)

Institutions that held Energy Transfer LP at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ET in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Kore Private Wealth LLC1,197,292$13.2M
Eaton Vance Management269,164$2.97M
American Research & Management Co.214,990$2.37M
Jefferies Group LLC208,527$2.30M
Roosevelt Investment Group LLC167,476$1.85M
American Portfolios Advisors134,199$1.48M
ACT Capital Management, LLC127,800$1.41M
Agf Investments Inc.115,437$1.27M
Surevest, LLC86,178$951.0K
Enhancing Capital LLC80,640$931.0K
Corsicana & Co.50,840$561.0K
FourThought Financial, LLC46,874$517.0K
Strategic Wealth Advisors Group, LLC37,940$418.0K
RGT Wealth Advisors, LLC22,426$247.0K
Cornerstone Wealth Management, LLC20,322$224.0K
Budros, Ruhlin & Roe, Inc.17,637$195.0K
Regentatlantic Capital LLC17,027$188.0K
Round Table Services, LLC11,566$128.0K
Wipfli Financial Advisors LLC,7,657$84.0K
AGF Investments LLC2,014$22.0K
Pacific Center for Financial Services1,920$21.0K
Strategic Asset Management, LLC271$3.00K