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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
Clear Creek Financial Management, LLC28,284$335.7K0.07%+5,070+21.8%Added
Advus Financial Partners, LLC28,564$339.1K0.15%+310+1.1%Added
Colony Group LLC28,711$341.0K0.00%+6,338+28.3%Added
Levy Wealth Management Group, LLC28,842$342.4K0.11%−1,600−5.3%Reduced
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.29,016$344.4K0.07%+29,016New
Alpha Cubed Investments, LLC29,020$344.5K0.03%+88+0.3%Added
Lazard Asset Management LLC29,543$350.0K0.00%00.0%Unchanged
King Wealth29,536$351.0K0.08%00.0%Unchanged
Tortoise Index Solutions, LLC1,955,500$353.1K0.12%−15,761−0.8%Reduced
Moloney Securities Asset Management, LLC29,795$353.7K0.08%−36−0.1%Reduced
Prudential Financial Inc29,881$354.7K0.00%+2,373+8.6%Added
PEAK6 Investments LLC29,885$354.7K0.02%+29,885New
Flagship Harbor Advisors, LLC29,927$355.2K0.04%+7,993+36.4%Added
Citizens Financial Group Inc30,000$356.1K0.01%+30,000New
Aspen Grove Capital, LLC30,001$356.1K0.16%+30,001New
Sequoia Financial Advisors, LLC30,305$359.7K0.01%+30,305New
Asio Capital, LLC30,400$360.8K0.10%+500+1.7%Added
Hilton Capital Management, LLC32,755$361.0K0.05%00.0%Unchanged
Glass Jacobson Investment Advisors llc30,620$363.5K0.18%+30,620New
Somerset Group LLC31,000$368.0K0.32%+31,000New
Keystone Financial Group31,115$369.3K0.07%+304+1.0%Added
ARS Wealth Advisors Group, LLC31,205$370.4K0.06%−1,450−4.4%Reduced
Carnegie Capital Asset Management, LLC31,572$374.8K0.02%+20,841+194.2%Added
Veracity Capital LLC31,660$375.8K0.18%+940+3.1%Added
HBK Sorce Advisory LLC31,864$378.0K0.01%+31,864New
Regent Investment Management LLC32,000$380.0K0.10%+7,000+28.0%Added
BCJ Capital Management, LLC32,050$380.4K0.04%+5,335+20.0%Added
Wolverine Trading, LLC32,271$383.0K0.01%−257,481−88.9%Reduced
HM Payson & Co33,504$397.7K0.01%−3,456−9.4%Reduced
Ameritas Advisory Services, LLC33,569$398.5K0.02%+4,166+14.2%Added
Two Sigma Securities, LLC33,988$403.4K0.06%+6,066+21.7%Added
Diligent Investors, LLC34,050$404.2K0.13%+34,050New
Berkshire Asset Management LLC34,579$410.5K0.03%+10,000+40.7%Added
IFG Advisory, LLC34,716$412.0K0.04%+34,716New
Prime Capital Investment Advisors, LLC34,720$412.1K0.02%+34,720New
Naples Global Advisors, LLC34,800$413.1K0.05%+450+1.3%Added
Arete Wealth Advisors, LLC34,871$413.9K0.04%+23,939+219.0%Added
Camelot Portfolios, LLC34,897$414.2K0.31%+35+0.1%Added
Snowden Capital Advisors LLC34,968$415.1K0.02%−371−1.0%Reduced
Axiom Investment Management LLC35,000$415.4K1.08%+23,500+204.3%Added
Bessemer Group Inc35,504$421.0K0.00%+1,465+4.3%Added
Tranquility Partners, LLC35,532$421.8K0.21%−5,218−12.8%Reduced
Visionary Wealth Advisors35,630$423.0K0.04%+5,924+19.9%Added
Arkadios Wealth Advisors36,033$427.7K0.06%+20.0%Added
Wescott Financial Advisory Group, LLC36,184$429.5K0.09%+770+2.2%Added
HAP Trading, LLC36,336$431.0K0.07%+36,336New
WealthTrust Axiom LLC36,311$431.0K0.15%−613−1.7%Reduced
BBR Partners, LLC36,790$436.7K0.05%+26,103+244.3%Added
Toronto Dominion Bank37,026$439.0K0.00%−4,065−9.9%Reduced
Morton Capital Management LLC37,090$440.3K0.17%+667+1.8%Added
Gould Asset Management LLC37,306$442.8K0.13%+1,900+5.4%Added
TCTC Holdings, LLC37,348$443.3K0.02%00.0%Unchanged
Cowen Prime Advisors LLC37,500$445.0K0.18%+2,500+7.1%Added
Finer Wealth Management, Inc.37,787$448.5K0.42%00.0%Unchanged
BigSur Wealth Management LLC38,000$451.1K0.22%−13,000−25.5%Reduced
XML Financial, LLC38,017$451.3K0.06%−2,635−6.5%Reduced
Cascade Investment Group, Inc.38,161$453.0K0.47%+38,161New
Merit Financial Group, LLC38,198$453.4K0.02%−72−0.2%Reduced
Equitable Holdings, Inc.38,822$460.8K0.01%+932+2.5%Added
Eudaimonia Advisors LLC38,837$461.0K0.31%+300+0.8%Added
Quaker Capital Investments, LLC40,000$474.8K0.21%00.0%Unchanged
Hilltop Holdings Inc.40,396$479.5K0.06%+18,650+85.8%Added
Doliver Advisors, LP40,874$485.2K0.16%−2,500−5.8%Reduced
Modus Advisors, LLC41,302$490.3K0.24%00.0%Unchanged
Advisor OS, LLC41,334$490.6K0.13%00.0%Unchanged
Kingsview Wealth Management, LLC41,365$491.0K0.02%+1,484+3.7%Added
Mather Group, LLC.41,380$491.2K0.01%+12,725+44.4%Added
Oak Harvest Investment Services41,510$492.7K0.13%+605+1.5%Added
MMBG Investment Advisors Co.41,905$497.0K0.07%+23,000+121.7%Added
Lido Advisors, LLC41,990$498.4K0.01%+10,080+31.6%Added
Stratos Wealth Advisors, LLC42,147$500.3K0.04%+14,745+53.8%Added
HWG Holdings LP42,409$503.0K0.33%+42,409New
Southland Equity Partners LLC42,580$505.4K0.19%00.0%Unchanged
Reuter James Wealth Management, LLC42,746$507.4K0.37%+146+0.3%Added
First Capital Advisors Group, LLC.42,856$508.7K0.34%−290−0.7%Reduced
FDx Advisors, Inc.42,887$509.0K0.02%−1,077−2.4%Reduced
SkyView Investment Advisors, LLC42,856$509.0K0.15%−290−0.7%Reduced
InterOcean Capital Group, LLC43,373$514.8K0.02%+3,721+9.4%Added
Neville Rodie & Shaw Inc43,447$516.0K0.05%+8,475+24.2%Added
Wealth Alliance43,505$516.4K0.09%−14,652−25.2%Reduced
StoneX Group Inc.44,267$525.5K0.06%+2,328+5.6%Added
Pinnacle Financial Partners Inc44,341$526.3K0.02%−4,029−8.3%Reduced
Archford Capital Strategies, LLC44,611$529.5K0.12%00.0%Unchanged
HFG Advisors, Inc.44,715$530.8K0.62%+11,800+35.8%Added
Partners Group Holding AG44,837$532.2K0.04%−49,438−52.4%Reduced
Huntington National Bank45,293$537.6K0.01%−5,451−10.7%Reduced
Davenport & Co LLC45,444$539.0K0.00%−1,956−4.1%Reduced
Waterfront Wealth Inc.40,475$540.7K0.19%+382+1.0%Added
KCM Investment Advisors LLC45,700$542.0K0.02%+500+1.1%Added
Wagner Wealth Management, LLC45,664$542.0K0.34%+1,171+2.6%Added
Thrive Wealth Management, LLC46,034$546.4K0.16%00.0%Unchanged
BancorpSouth Bank46,245$548.9K0.05%+46,245New
Ieq Capital, LLC46,540$552.4K0.02%+109+0.2%Added
Compass Financial Group, INC46,743$555.0K0.20%+46,743New
Intrua Financial, LLC44,168$556.5K0.13%+4,341+10.9%Added
FirstPurpose Wealth LLC46,939$557.2K0.31%+21,200+82.4%Added
Western Wealth Management, LLC47,517$564.0K0.06%−55,446−53.9%Reduced
Madison Wealth Management47,800$567.4K0.13%+26,900+128.7%Added
Samalin Investment Counsel, LLC47,848$568.0K0.36%−326−0.7%Reduced
NewEdge Wealth, LLC47,887$568.4K0.02%+30,017+168.0%Added