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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
PBMares Wealth Management LLC12,472$148.0K0.06%+12,472New
Woodstock Corp12,500$148.4K0.02%+12,500New
Cullinan Associates Inc12,520$149.0K0.01%00.0%Unchanged
Private Trust Co NA12,544$149.0K0.02%00.0%Unchanged
Good Life Advisors, LLC12,562$149.1K0.02%+828+7.1%Added
Clear Harbor Asset Management, LLC12,649$150.1K0.02%+12,649New
Hancock Whitney Corp–$151.0K0.01%––
Financial Counselors Inc12,709$151.0K0.00%00.0%Unchanged
Jaffetilchin Investment Partners, LLC12,728$151.1K0.02%+220+1.8%Added
Chilton Capital Management LLC12,733$151.1K0.01%+12,733New
Busey Wealth Management12,737$151.2K0.01%00.0%Unchanged
Bahl & Gaynor Inc12,800$151.9K0.00%00.0%Unchanged
Kestra Advisory Services, LLC12,843$152.4K0.00%+12,843New
Citadel Advisors LLC12,933$153.5K0.00%+12,933New
Wealthsource Partners, LLC12,954$153.8K0.01%+219+1.7%Added
Sterneck Capital Management, LLC12,960$153.8K0.10%−750−5.5%Reduced
Poplar Forest Capital LLC13,000$154.3K0.02%+2,700+26.2%Added
Westwood Wealth Management13,000$154.3K0.19%+13,000New
American Financial Advisors, LLC13,126$155.8K0.03%+19+0.1%Added
Easterly Investment Partners LLC13,279$157.6K0.01%+13,279New
Focus Financial Network, Inc.13,284$157.7K0.01%+13,284New
Aptus Capital Advisors, LLC13,307$158.0K0.01%+13,307New
Lake Street Advisors Group, LLC13,326$158.0K0.01%−661−4.7%Reduced
Clifford Swan Investment Counsel LLC13,383$158.9K0.01%−16,925−55.8%Reduced
Tradition Wealth Management, LLC13,404$159.0K0.02%−1,791−11.8%Reduced
Parkside Financial Bank & Trust13,523$160.5K0.05%−252−1.8%Reduced
Helen Stephens Group, LLC13,540$160.7K0.10%00.0%Unchanged
Buckingham Strategic Partners13,576$161.1K0.01%−10,742−44.2%Reduced
Verdence Capital Advisors LLC13,588$161.3K0.02%−323−2.3%Reduced
Vivaldi Asset Management, LLC13,623$161.7K0.01%00.0%Unchanged
Smithfield Trust Co13,731$163.0K0.01%00.0%Unchanged
Brandywine Oak Private Wealth LLC13,872$164.7K0.02%+854+6.6%Added
Hemington Wealth Management13,952$165.0K0.07%00.0%Unchanged
Fairfield, Bush & Co.13,983$166.0K0.11%−19−0.1%Reduced
Wade G W & Inc14,003$166.0K0.01%+61+0.4%Added
Wesbanco Bank Inc14,005$166.0K0.01%+14,005New
Carl Stuart Investment Advisor, Inc14,002$166.2K0.15%+215+1.6%Added
CFO4Life Group, LLC14,100$167.4K0.04%00.0%Unchanged
CFO4Life, L.P.14,100$167.4K0.04%+14,100New
Viawealth, LLC13,609$167.5K0.14%+13,609New
Johnson Midwest Financial, LLC14,245$169.0K0.62%+13,928+4,393.7%Added
HBW Advisory Services LLC14,414$171.0K0.05%+4,193+41.0%Added
Whalerock Point Partners, LLC14,600$173.3K0.07%00.0%Unchanged
Probity Advisors, Inc.14,608$173.4K0.04%−951−6.1%Reduced
Mill Creek Capital Advisors, LLC14,609$173.4K0.01%+14,609New
Integrated Advisors Network LLC14,616$173.5K0.01%+3,704+33.9%Added
SEI Investments Co14,625$173.6K0.00%−6,283−30.1%Reduced
Register Financial Advisors LLC14,650$173.9K0.11%+14,650New
Conservest Capital Advisors, Inc.14,679$174.2K0.02%––
Nwam LLC14,710$174.6K0.02%+621+4.4%Added
SRS Capital Advisors, Inc.14,759$175.2K0.02%+96+0.7%Added
Antonetti Capital Management LLC14,857$176.4K0.24%−400−2.6%Reduced
Zazove Associates LLC15,000$178.0K0.02%00.0%Unchanged
Salvus Wealth Management, LLC15,038$178.5K0.16%00.0%Unchanged
Arq Wealth Advisors, LLC15,105$179.3K0.12%00.0%Unchanged
Perennial Investment Advisors, LLC15,144$179.8K0.07%−1,249−7.6%Reduced
First PREMIER Bank15,288$181.0K0.05%00.0%Unchanged
Caldwell Sutter Capital, Inc.15,400$182.8K0.16%+15,400New
Journey Strategic Wealth LLC15,450$183.4K0.02%00.0%Unchanged
Prosperity Financial Group, Inc.15,600$185.2K0.20%+15,600New
King Luther Capital Management Corp15,665$185.9K0.00%00.0%Unchanged
Future Financial Wealth Managment LLC15,676$186.1K0.21%+186+1.2%Added
SkyOak Wealth, LLC15,790$187.4K0.06%+45+0.3%Added
New Republic Capital, LLC15,951$189.3K0.15%+15,951New
Consilium Wealth Advisory, LLC16,000$189.9K0.16%00.0%Unchanged
Simon Quick Advisors, LLC16,089$191.0K0.02%+2,310+16.8%Added
Amplius Wealth Advisors, LLC16,141$191.6K0.03%−356−2.2%Reduced
Regions Financial Corp16,115$192.0K0.00%+2,700+20.1%Added
Rehmann Capital Advisory Group16,213$192.5K0.02%+801+5.2%Added
Paradigm Financial Partners, LLC16,003$194.4K0.06%00.0%Unchanged
Thoroughbred Financial Services, LLC16,584$196.0K0.03%+4,270+34.7%Added
Novare Capital Management LLC16,552$196.5K0.02%00.0%Unchanged
Bleakley Financial Group, LLC16,560$196.6K0.01%+16,560New
Ahrens Investment Partners LLC16,588$196.9K0.09%−4,800−22.4%Reduced
Arrow Investment Advisors, LLC16,603$197.1K0.14%−3,247−16.4%Reduced
Equitec Proprietary Markets, LLC16,670$197.9K0.12%+16,670New
Foster Victor Wealth Advisors, LLC16,352$198.7K0.03%+343+2.1%Added
Baker Tilly Wealth Management, LLC16,765$199.0K0.02%−519−3.0%Reduced
Larson Financial Group LLC16,877$200.3K0.02%−254−1.5%Reduced
Belfer Management LLC16,889$200.5K6.86%00.0%Unchanged
Cercano Management LLC16,925$200.9K0.01%+16,925New
Peapack Gladstone Financial Corp16,964$201.0K0.00%+166+1.0%Added
Leisure Capital Management17,000$201.8K0.10%00.0%Unchanged
Resources Investment Advisors, LLC.17,059$202.5K0.01%−1,914−10.1%Reduced
Grey Fox Wealth Advisors, LLC17,097$202.9K0.13%+17,097New
Van Hulzen Asset Management, LLC17,120$203.0K0.02%00.0%Unchanged
Synovus Financial Corp17,134$203.4K0.00%+4,662+37.4%Added
Invst, LLC15,382$204.3K0.03%−537−3.4%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management17,253$204.8K0.01%+232+1.4%Added
Security National Bank of Sioux City Iowa17,300$205.0K0.16%00.0%Unchanged
Bogart Wealth, LLC17,297$205.3K0.01%+1,571+10.0%Added
Kennedy Investment Group17,432$206.9K0.13%+17,432New
Searle & Co.17,445$207.1K0.07%00.0%Unchanged
RiverTree Advisors, LLC17,500$207.7K0.17%00.0%Unchanged
Capasso Planning Partners LLC17,500$207.7K0.13%00.0%Unchanged
FineMark National Bank & Trust17,509$207.8K0.01%+986+6.0%Added
WNY Asset Management, LLC17,557$208.4K0.06%00.0%Unchanged
S. R. Schill & Associates17,576$208.6K0.10%−1,500−7.9%Reduced
Kavar Capital Partners Group, LLC17,600$208.9K0.05%+1,000+6.0%Added
MONECO Advisors, LLC17,659$209.6K0.08%+4,180+31.0%Added