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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, 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.

Institutional holdersQ4 2022: 915 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 heldQ4 2022: $13.7B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q3 2022.

Institutions holding ET in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Carmichael Hill & Associates, Inc.3,780$44.9K0.02%00.0%Unchanged
Colonial Trust Advisors3,840$45.6K0.01%+3,840New
Ancora Advisors, LLC3,935$47.0K0.00%00.0%Unchanged
Mechanics Financial Corp4,000$47.0K0.03%00.0%Unchanged
Plante Moran Financial Advisors, LLC4,170$49.5K0.01%00.0%Unchanged
WFA Asset Management Corp4,204$49.9K0.03%+1,449+52.6%Added
Quent Capital, LLC4,298$51.0K0.01%+92+2.2%Added
Oakworth Capital, Inc.4,416$52.4K0.01%00.0%Unchanged
Estabrook Capital Management4,451$52.8K0.01%00.0%Unchanged
Essex Investment Management Co LLC4,441$53.0K0.01%00.0%Unchanged
City Holding Co4,588$54.5K0.01%00.0%Unchanged
IAG Wealth Partners, LLC4,701$55.8K0.02%+90+2.0%Added
Tower Research Capital LLC (TRC)4,857$58.0K0.00%+4,150+587.0%Added
MCF Advisors LLC4,900$58.2K0.01%00.0%Unchanged
Operose Advisors LLC5,056$60.0K0.03%+1,500+42.2%Added
Accurate Wealth Management, LLC5,152$63.8K0.02%+5,152New
Tompkins Financial Corp5,500$65.0K0.01%00.0%Unchanged
Arcus Capital Partners, LLC5,481$65.1K0.03%+5,481New
Oliver Lagore Vanvalin Investment Group5,750$68.3K0.04%00.0%Unchanged
Zullo Investment Group, Inc.6,038$71.7K0.04%+100+1.7%Added
New Hampshire Trust6,243$74.1K0.02%+6,243New
Parallel Advisors, LLC6,298$74.8K0.00%+2,543+67.7%Added
Benjamin F. Edwards & Company, Inc.6,540$78.0K0.00%+1,088+20.0%Added
Concord Wealth Partners6,604$78.4K0.02%+6,604New
Creative Financial Designs Inc6,710$79.6K0.01%+2,500+59.4%Added
South State Corp.7,051$83.7K0.01%+1,371+24.1%Added
Bank of New Hampshire7,180$85.0K0.03%00.0%Unchanged
Proffitt & Goodson Inc7,245$86.0K0.02%00.0%Unchanged
Allworth Financial LP7,317$86.9K0.00%+951+14.9%Added
AllSquare Wealth Management LLC8,000$95.0K0.07%00.0%Unchanged
Ronald Blue Trust, Inc.8,629$95.0K0.00%+5,846+210.1%Added
Federation des caisses Desjardins du Quebec8,205$97.4K0.00%−4,722−36.5%Reduced
Sound Income Strategies, LLC8,276$98.2K0.01%+918+12.5%Added
Miller Wealth Advisors, LLC9,360$102.0K0.07%+4,424+89.6%Added
Newbridge Financial Services Group, Inc.8,722$103.5K0.06%+6,739+339.8%Added
Quadrant Capital Group LLC8,927$106.0K0.01%+303+3.5%Added
Webster Bank, N. A.9,025$107.0K0.01%00.0%Unchanged
Barrett & Company, Inc.9,071$107.7K0.07%00.0%Unchanged
Worth Asset Management, LLC9,193$109.1K0.08%−4,172−31.2%Reduced
Hexagon Capital Partners LLC9,418$111.8K0.03%+138+1.5%Added
BDO Wealth Advisors, LLC9,425$111.9K0.01%00.0%Unchanged
GHP Investment Advisors, Inc.9,600$114.0K0.01%00.0%Unchanged
Baldrige Asset Management LLC9,600$114.0K0.05%00.0%Unchanged
Highlander Capital Management, LLC9,675$115.0K0.06%00.0%Unchanged
Wealth Effects LLC10,000$118.7K0.07%00.0%Unchanged
Gofen & Glossberg LLC10,051$119.0K0.00%−1,200−10.7%Reduced
GM Advisory Group, Inc.10,102$119.9K0.01%+10,102New
Exchange Traded Concepts, LLC10,104$119.9K0.00%−6,737−40.0%Reduced
McElhenny Sheffield Capital Management, LLC10,134$120.3K0.06%00.0%Unchanged
Safeguard Investment Advisory Group, LLC10,171$120.7K0.07%+150+1.5%Added
Aviance Capital Partners, LLC10,180$120.8K0.03%+10,180New
Summit Financial, LLC10,184$120.9K0.01%00.0%Unchanged
Voya Financial Advisors, Inc.10,205$121.0K0.02%+10,205New
Oliver Luxxe Assets LLC10,200$121.1K0.03%00.0%Unchanged
O'Dell Group, LLC10,300$122.3K0.04%+300+3.0%Added
First Horizon Advisors, Inc.10,311$122.4K0.00%00.0%Unchanged
Brighton Jones LLC10,358$123.0K0.01%+10,358New
Colorado Capital Management, Inc.10,360$123.0K0.10%00.0%Unchanged
Titleist Asset Management, Ltd.10,400$123.4K0.03%−600−5.5%Reduced
Clare Market Investments LLC10,415$123.6K0.06%+224+2.2%Added
Pettinga Financial Advisors, LLC10,435$123.9K0.04%−250−2.3%Reduced
EPG Wealth Management LLC10,515$124.8K0.05%+169+1.6%Added
Country Club Bank10,543$125.1K0.01%00.0%Unchanged
Washington Trust Co10,599$125.8K0.01%00.0%Unchanged
First Heartland Consultants, Inc.10,681$126.8K0.02%−191−1.8%Reduced
Valley National Advisers Inc10,169$127.0K0.02%−1,262−11.0%Reduced
Forum Financial Management, LP10,709$127.1K0.00%+10,709New
Ashton Thomas Private Wealth, LLC10,738$127.5K0.01%−530−4.7%Reduced
Walker Asset Management, LLC10,847$128.8K0.11%+172+1.6%Added
Capstone Financial Advisors, Inc.10,849$128.8K0.01%+473+4.6%Added
Herold Advisors, Inc.10,900$129.4K0.05%+700+6.9%Added
TRUE Private Wealth Advisors10,940$129.9K0.02%+26+0.2%Added
PCG Wealth Advisors, LLC10,986$130.4K0.08%−24,540−69.1%Reduced
Total Clarity Wealth Management, Inc.11,051$131.2K0.07%+11,051New
StrategIQ Financial Group, LLC11,214$133.1K0.02%00.0%Unchanged
Shepherd Financial Partners LLC11,345$134.7K0.02%+242+2.2%Added
Cantor Fitzgerald, L. P.11,400$135.0K0.00%00.0%Unchanged
Centurion Wealth Management LLC11,559$137.2K0.08%+11,559New
Hollencrest Capital Management11,560$137.2K0.02%+11,560New
Capital Investment Advisory Services, LLC11,599$137.7K0.02%−391−3.3%Reduced
Madden Securities Corp11,602$137.7K0.07%00.0%Unchanged
Indiana Trust & Investment Management CO11,694$139.0K0.08%+474+4.2%Added
Ellis Investment Partners, LLC11,714$139.0K0.04%+251+2.2%Added
Cumberland Advisors Inc11,729$139.2K0.06%00.0%Unchanged
Tectonic Advisors LLC11,885$141.1K0.02%00.0%Unchanged
Marcum Wealth, LLC11,899$141.2K0.02%−479−3.9%Reduced
Tiaa, FSB11,925$141.6K0.00%00.0%Unchanged
Gill Capital Partners, LLC11,957$141.9K0.07%+1,957+19.6%Added
Hall Laurie J Trustee12,004$142.0K0.06%00.0%Unchanged
Wolff Financial Management LLC12,000$142.0K0.05%00.0%Unchanged
MidWestOne Financial Group, Inc.12,042$142.9K0.03%00.0%Unchanged
Ethos Financial Group, LLC12,081$143.4K0.05%+12,081New
Proequities, Inc.12,093$143.5K0.01%−611−4.8%Reduced
Summit Trail Advisors, LLC12,134$144.0K0.01%00.0%Unchanged
Focused Wealth Management, Inc12,158$144.3K0.03%+9+0.1%Added
Warther Private Wealth, LLC12,200$144.8K0.11%+12,200New
Ascension Capital Advisors, Inc.12,250$145.4K0.14%00.0%Unchanged
Jeereddi Investments, LP12,335$146.4K0.58%+12,335New
Walkner Condon Financial Advisors LLC12,411$147.3K0.04%+260+2.1%Added
Daymark Wealth Partners, LLC12,469$148.0K0.03%+12,469New