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 2022
Institutional positions in Energy Transfer LP as of Dec 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
- 915
- +83 vs. Q3 2022
- Shares held
- 1.16B
- −16.8M (−1.4%) vs. Q3 2022
- Total value
- $13.7B
- +$811.1M (+6.3%) vs. Q3 2022
- New holders
- 137
- 353 more added
- Sold out
- 54
- 214 more reduced
22 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mendota Financial Group, LLC | 42 | $499 | 0.00% | +42 | New |
| Coastal Capital Group, Inc. | 46 | $508 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 80 | $950 | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 125 | $1.00K | 0.00% | +125 | New |
| Penserra Capital Management LLC | 168 | $1.00K | 0.00% | +168 | New |
| Crewe Advisors LLC | 100 | $1.19K | 0.00% | +100 | New |
| Rise Advisors, LLC | 110 | $1.30K | 0.00% | +3+2.8% | Added |
| NewSquare Capital LLC | 110 | $1.31K | 0.00% | +110 | New |
| Albion Financial Group | 129 | $1.53K | 0.00% | +129 | New |
| Eukles Asset Management | 172 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 215 | $2.55K | 0.00% | −1,254−85.4% | Reduced |
| Atwood & Palmer Inc | 223 | $2.65K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 250 | $2.97K | 0.00% | +250 | New |
| Headlands Technologies LLC | 249 | $3.00K | 0.00% | +249 | New |
| Richard W. Paul & Associates, LLC | 264 | $3.13K | 0.00% | +264 | New |
| Piershale Financial Group, Inc. | 288 | $3.42K | 0.00% | +288 | New |
| Credit Suisse AG | 321 | $3.81K | 0.00% | −451,179−99.9% | Reduced |
| Farther Finance Advisors, LLC | 326 | $3.87K | 0.00% | +326 | New |
| RFP Financial Group LLC | 384 | $4.56K | 0.00% | +384 | New |
| Wolff Wiese Magana LLC | 424 | $5.03K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 494 | $5.86K | 0.00% | −64−11.5% | Reduced |
| TCI Wealth Advisors, Inc. | 500 | $5.93K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 513 | $6.09K | 0.00% | −3,100−85.8% | Reduced |
| Tyler-Stone Wealth Management | 600 | $7.00K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 558 | $7.12K | 0.01% | +558 | New |
| Tucker Asset Management LLC | 600 | $7.12K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 600 | $7.12K | 0.00% | +300+100.0% | Added |
| Tortoise Investment Management, LLC | 650 | $7.72K | 0.00% | +200+44.4% | Added |
| Armstrong Advisory Group, Inc | 661 | $7.85K | 0.00% | +661 | New |
| American National Bank | 705 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 600 | $8.00K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 640 | $8.00K | 0.00% | +640 | New |
| Archer Investment Corp | 680 | $8.07K | 0.00% | +680 | New |
| Caldwell Trust Co | 695 | $8.25K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 703 | $8.35K | 0.00% | +703 | New |
| Freedom Wealth Alliance, LLC | 768 | $9.12K | 0.01% | +768 | New |
| Toth Financial Advisory Corp | 786 | $9.33K | 0.00% | −160−16.9% | Reduced |
| Cornerstone Management, Inc. | 789 | $9.37K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 852 | $10.1K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 906 | $10.8K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 925 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 960 | $11.4K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 971 | $11.5K | 0.00% | +21+2.2% | Added |
| Stephens Consulting, LLC | 1,000 | $11.9K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 1,000 | $11.9K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,024 | $12.2K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,164 | $12.8K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 1,156 | $13.0K | 0.01% | +25+2.2% | Added |
| Stonebridge Capital Advisors LLC | 1,122 | $13.3K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,129 | $13.4K | 0.01% | +1,129 | New |
| Covestor Ltd | 1,181 | $14.0K | 0.01% | −1,076−47.7% | Reduced |
| TSFG, LLC | 1,152 | $14.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,188 | $14.1K | 0.00% | +25+2.1% | Added |
| IMA Wealth, Inc. | 1,200 | $14.2K | 0.00% | +1,200 | New |
| Caption Management, LLC | 1,300 | $15.4K | 0.00% | −34,857−96.4% | Reduced |
| First Personal Financial Services | 1,399 | $16.6K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,500 | $17.8K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,500 | $18.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,518 | $18.0K | 0.03% | +107+7.6% | Added |
| VitalStone Financial, LLC | 1,500 | $18.0K | 0.01% | +1,500 | New |
| Sugarloaf Wealth Management, LLC | 1,533 | $18.2K | 0.00% | +33+2.2% | Added |
| Steward Financial Group LLC | 1,613 | $19.0K | 0.01% | +1,613 | New |
| HHM Wealth Advisors, LLC | 1,728 | $20.5K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,756 | $20.8K | 0.00% | +1,756 | New |
| Coppell Advisory Solutions LLC | 1,779 | $21.1K | 0.01% | +1,779 | New |
| Coppell Advisory Solutions Corp. | 1,779 | $21.1K | 0.01% | +1,779 | New |
| Peoples Financial Services Corp. | 1,792 | $21.3K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,800 | $21.4K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,953 | $23.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,952 | $23.0K | 0.00% | +1,088+125.9% | Added |
| Accel Wealth Management | 1,943 | $23.1K | 0.01% | +31+1.6% | Added |
| Financial Freedom, LLC | 1,960 | $23.3K | 0.02% | +1,960 | New |
| Compass Wealth Management LLC | 2,000 | $23.7K | 0.01% | +2,000 | New |
| Gradient Investments LLC | 2,078 | $24.7K | 0.00% | −369−15.1% | Reduced |
| Community Bank, N.A. | 2,090 | $24.8K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,131 | $25.3K | 0.01% | +4+0.2% | Added |
| TD Waterhouse Canada Inc. | 2,200 | $25.5K | 0.00% | +1,000+83.3% | Added |
| Activest Wealth Management | 2,173 | $25.8K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,206 | $26.2K | 0.00% | +2,206 | New |
| Glassy Mountain Advisors, Inc. | 2,240 | $26.6K | 0.01% | +2,240 | New |
| Beacon Capital Management, LLC | 2,300 | $27.3K | 0.01% | −450−16.4% | Reduced |
| Byrne Asset Management LLC | 2,400 | $28.5K | 0.02% | 00.0% | Unchanged |
| Motco | 2,500 | $29.7K | 0.00% | +2,500 | New |
| Atticus Wealth Management, LLC | 2,500 | $29.7K | 0.01% | +2,500 | New |
| WFA of San Diego, LLC | 2,500 | $29.7K | 0.02% | +2,500 | New |
| Trust Co of Vermont | 2,600 | $30.9K | 0.00% | −60−2.3% | Reduced |
| ICA Group Wealth Management, LLC | 2,700 | $32.0K | 0.01% | −30,069−91.8% | Reduced |
| MinichMacGregor Wealth Management, LLC | 2,775 | $32.9K | 0.01% | +2,775 | New |
| S.A. Mason LLC | 2,873 | $34.1K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,969 | $35.2K | 0.00% | −12,029−80.2% | Reduced |
| Rosenberg Matthew Hamilton | 3,109 | $36.9K | 0.01% | +2,000+180.3% | Added |
| Horan Securities, Inc. | 3,270 | $38.8K | 0.02% | +364+12.5% | Added |
| BerganKDV Wealth Management, LLC | 3,307 | $39.3K | 0.00% | +3,307 | New |
| High Net Worth Advisory Group LLC | 3,452 | $41.0K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 3,450 | $41.0K | 0.02% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 3,600 | $42.7K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3,616 | $43.0K | 0.01% | 00.0% | Unchanged |