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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
Bryn Mawr Trust Co17,765$211.0K0.01%−843−4.5%Reduced
RiverGlades Family Offices LLC17,850$211.9K0.19%+17,850New
Affinity Wealth Management LLC17,973$213.3K0.05%+17,973New
Brave Asset Management Inc18,000$213.7K0.07%00.0%Unchanged
Mark Stevens18,051$214.0K0.03%+500+2.8%Added
Centaurus Financial, Inc.18,159$216.0K0.02%+7,200+65.7%Added
Axxcess Wealth Management, LLC18,290$217.1K0.02%−61,963−77.2%Reduced
Opus Capital Group, LLC18,399$218.0K0.04%00.0%Unchanged
Gladstone Institutional Advisory LLC18,419$218.6K0.02%+142+0.8%Added
Asset Allocation Strategies LLC18,426$218.7K0.15%+18,426New
Dudley Capital Management, LLC18,447$219.0K0.16%+18,447New
Ashford Capital Management Inc18,500$219.6K0.03%00.0%Unchanged
Astoria Portfolio Advisors LLC.17,251$220.1K0.10%+1,551+9.9%Added
Trustcore Financial Services, LLC18,746$222.5K0.02%+435+2.4%Added
Ropes Wealth Advisors LLC18,835$223.6K0.04%00.0%Unchanged
CoreCap Advisors, LLC18,848$223.7K0.02%+513+2.8%Added
Disciplined Investments, LLC18,878$224.1K0.11%−3,046−13.9%Reduced
Mayflower Financial Advisors, LLC18,901$224.4K0.03%00.0%Unchanged
Founders Financial Alliance, LLC18,908$224.4K0.10%−1,000−5.0%Reduced
Pathway Financial Advisers, LLC18,950$224.9K0.09%+18,950New
Retirement Investment Advisors, Inc.18,974$225.2K0.15%+18,974New
Smithbridge Asset Management Inc19,016$226.0K0.06%+19,016New
FinTrust Capital Advisors, LLC19,144$227.2K0.05%00.0%Unchanged
Financial Partners Group, Inc17,563$227.4K0.05%+377+2.2%Added
Act Wealth Management, LLC19,208$228.0K0.14%−792−4.0%Reduced
Capital Market Strategies LLC19,223$228.2K0.25%−500−2.5%Reduced
Cypress Capital Management LLC (WY)19,400$230.3K0.29%00.0%Unchanged
Silverleafe Capital Partners, LLC19,401$230.3K0.15%+800+4.3%Added
Guyasuta Investment Advisors Inc19,580$232.4K0.02%+1,000+5.4%Added
Noesis Capital Mangement Corp19,722$234.0K0.07%+32+0.2%Added
Capital Advisory Group Advisory Services, LLC19,850$235.6K0.16%00.0%Unchanged
Romano Brothers and Company19,862$235.8K0.04%00.0%Unchanged
Wetherby Asset Management Inc19,887$236.1K0.02%−222−1.1%Reduced
Central Trust Co19,970$237.0K0.01%00.0%Unchanged
Proficio Capital Partners LLC19,995$237.3K0.04%+18,532+1,266.7%Added
Summit Financial Wealth Advisors, LLC20,000$237.4K0.06%00.0%Unchanged
Sepio Capital, LP20,021$237.6K0.02%00.0%Unchanged
Aldebaran Financial Inc.20,100$238.6K0.27%+200+1.0%Added
RFG Advisory, LLC18,173$241.3K0.01%−2,261−11.1%Reduced
LMG Wealth Partners, LLC19,162$241.8K0.08%+19,162New
SageView Advisory Group, LLC20,442$242.6K0.02%+20,442New
Wealth Alliance Advisory Group, LLC20,507$243.4K0.09%+4,561+28.6%Added
Financial Advisory Service, Inc.20,509$243.4K0.03%+802+4.1%Added
Curi Capital20,553$244.0K0.03%+1,040+5.3%Added
Old North State Trust, LLC20,570$244.0K0.16%+2,831+16.0%Added
AlphaQ Advisors LLC20,850$247.5K0.21%+20,850New
Edgemoor Investment Advisors, Inc.20,940$248.6K0.03%+400+1.9%Added
Eudaimonia Partners, LLC21,300$252.8K0.06%+21,300New
Thrivent Financial for Lutherans21,315$253.0K0.00%+1,196+5.9%Added
1st Source Bank21,444$254.5K0.02%00.0%Unchanged
Mosaic Family Wealth Partners, LLC21,470$254.9K0.07%+21,470New
Whitener Capital Management, Inc.21,614$256.6K0.11%+2,971+15.9%Added
SFMG, LLC21,685$257.4K0.03%+4,319+24.9%Added
Farmers & Merchants Investments Inc21,747$258.1K0.01%00.0%Unchanged
EP Wealth Advisors, LLC21,809$258.9K0.00%+867+4.1%Added
Hoylecohen, LLC21,899$259.9K0.03%+1,915+9.6%Added
GPS Wealth Strategies Group, LLC21,939$260.4K0.08%+3,268+17.5%Added
Avantax Planning Partners, Inc.22,038$261.6K0.01%−8,023−26.7%Reduced
Garrett Wealth Advisory Group, LLC22,052$261.8K0.13%−598−2.6%Reduced
Fortis Capital Management LLC22,084$262.1K0.19%+22,084New
Penbrook Management LLC22,118$262.5K0.22%00.0%Unchanged
Heritage Trust Co22,268$264.3K0.04%00.0%Unchanged
Delos Wealth Advisors, LLC22,276$264.4K0.41%+8,413+60.7%Added
MSH Capital Advisors LLC22,411$266.0K0.12%+1,132+5.3%Added
Transcend Wealth Collective, LLC22,456$266.6K0.03%+19+0.1%Added
Signature Wealth Management Partners, LLC22,489$266.9K0.26%+446+2.0%Added
Brown Brothers Harriman & Co22,605$268.3K0.00%00.0%Unchanged
Fiduciary Group LLC22,616$268.5K0.04%00.0%Unchanged
Ausdal Financial Partners, Inc.22,764$270.2K0.04%+2,572+12.7%Added
EverSource Wealth Advisors, LLC23,102$274.2K0.04%+6,218+36.8%Added
Biondo Investment Advisors, LLC23,460$278.5K0.06%00.0%Unchanged
Signaturefd, LLC24,033$285.3K0.01%+148+0.6%Added
Mattern Wealth Management LLC24,200$287.3K0.12%−1,000−4.0%Reduced
Lakeview Capital Partners, LLC22,009$288.3K0.09%+3,268+17.4%Added
MV Capital Management, Inc.24,460$290.3K0.04%00.0%Unchanged
Redhawk Wealth Advisors, Inc.24,703$293.2K0.11%+24,703New
Umb Bank N A24,754$294.0K0.00%+852+3.6%Added
SCP Investment, LP24,800$294.4K0.28%−4,000−13.9%Reduced
Van Cleef Asset Management,Inc24,800$294.4K0.05%00.0%Unchanged
Stokes Capital Advisors, LLC24,846$294.9K0.10%+24,846New
North Star Investment Management Corp.24,989$296.6K0.03%+235+0.9%Added
Covenant Asset Management, LLC25,016$296.9K0.11%+5,716+29.6%Added
E&G Advisors, LP25,046$297.3K0.11%−14,720−37.0%Reduced
Verity & Verity, LLC25,092$297.8K0.04%−6,812−21.4%Reduced
SeaCrest Wealth Management, LLC25,323$300.6K0.04%+5,155+25.6%Added
Bienville Capital Management, LLC25,406$301.6K0.11%00.0%Unchanged
Essex Financial Services, Inc.25,532$303.0K0.03%−83−0.3%Reduced
Checchi Capital Advisers, LLC25,582$303.7K0.03%+312+1.2%Added
Segall Bryant & Hamill, LLC25,705$305.0K0.00%00.0%Unchanged
Fidelis Capital Partners, LLC24,899$306.5K0.36%+24,899New
S.C. Financial Services, Inc.26,028$308.9K0.48%+547+2.1%Added
Perigon Wealth Management, LLC26,243$311.5K0.02%+26,243New
Whittier Trust Co26,280$311.9K0.01%−2,905−10.0%Reduced
Stonegate Investment Group, LLC26,308$312.3K0.01%+43+0.2%Added
Fisher Asset Management, LLC26,368$313.0K0.00%+3,299+14.3%Added
Magnolia Capital Advisors LLC26,465$314.0K0.21%+486+1.9%Added
C2C Wealth Management, LLC25,576$320.6K0.06%−792−3.0%Reduced
Hartford Financial Management Inc.27,134$322.1K0.09%00.0%Unchanged
J.W. Cole Advisors, Inc.27,298$324.0K0.02%+2,319+9.3%Added
Woodward Diversified Capital, LLC28,072$333.2K0.27%+2,474+9.7%Added