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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
914
+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
352 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
Legacy Advisors, LLC87,721$1.04M0.19%+8,361+10.5%Added
Sigma Planning Corp87,791$1.04M0.04%−2,956−3.3%Reduced
Change Path, LLC89,673$1.06M0.06%+2,618+3.0%Added
Saxon Interests, Inc.86,523$1.07M0.61%00.0%Unchanged
Foundations Investment Advisors, LLC90,273$1.07M0.04%+71,489+380.6%Added
Fort Sheridan Advisors LLC90,990$1.08M0.35%−3,840−4.0%Reduced
Congress Wealth Management LLC91,100$1.08M0.03%−15,000−14.1%Reduced
Invenomic Capital Management LP92,211$1.09M0.08%−334,590−78.4%Reduced
Bank of Montreal92,574$1.10M0.00%−5,404,725−98.3%Reduced
Chapin Davis, Inc.92,601$1.10M0.64%+92,601New
Independent Financial Group, LLC93,039$1.10M0.09%+2,432+2.7%Added
Haverford Trust Co94,128$1.12M0.01%−4,416−4.5%Reduced
LexAurum Advisors, LLC94,304$1.12M0.40%+468+0.5%Added
AlphaStar Capital Management, LLC95,463$1.13M0.12%+8,278+9.5%Added
AE Wealth Management LLC96,249$1.14M0.01%−66,915−41.0%Reduced
Alpine Woods Capital Investors, LLC97,000$1.15M0.17%00.0%Unchanged
Atria Investments LLC97,488$1.16M0.02%−2,201−2.2%Reduced
Sonora Investment Management Group, LLC98,833$1.17M0.11%+16,300+19.7%Added
Linscomb & Williams, Inc.99,433$1.18M0.06%+34,342+52.8%Added
Taconic Capital Advisors LP100,000$1.19M0.04%00.0%Unchanged
American Assets Investment Management, LLC100,000$1.19M0.14%+100,000New
Jacobi Capital Management LLC100,510$1.19M0.15%+2,196+2.2%Added
Avantax Advisory Services, Inc.101,123$1.20M0.02%+13,105+14.9%Added
Edge Capital Group, LLC101,304$1.20M0.08%00.0%Unchanged
Bank of New York Mellon Corp101,337$1.20M0.00%−4,487−4.2%Reduced
MML Investors Services, LLC101,668$1.21M0.01%+7,421+7.9%Added
Intellectus Partners, LLC102,122$1.21M0.42%+7,222+7.6%Added
TCW Group Inc103,400$1.23M0.02%00.0%Unchanged
Sheaff Brock Investment Advisors, LLC103,417$1.23M0.14%+3,031+3.0%Added
Rockwood Wealth Management, LLC103,968$1.23M0.29%00.0%Unchanged
Agf Management Ltd104,389$1.24M0.01%+104,389New
Geode Capital Management, LLC105,231$1.25M0.00%−1,148−1.1%Reduced
IMC-Chicago, LLC106,561$1.26M0.28%+106,561New
Aull & Monroe Investment Management Corp107,232$1.27M0.63%−7,680−6.7%Reduced
Griffin Asset Management, Inc.107,298$1.27M0.19%+1,361+1.3%Added
Springhouse Capital Management, LP107,700$1.28M1.70%00.0%Unchanged
Gibson Wealth Advisors LLC107,415$1.29M0.02%+105,710+6,200.0%Added
Verger Capital Management LLC110,000$1.31M0.73%+110,000New
Rhumbline Advisers110,070$1.31M0.00%+110,070New
Aveo Capital Partners, LLC110,640$1.31M0.20%+9,591+9.5%Added
Albert D Mason Inc111,922$1.33M0.95%+450+0.4%Added
Valeo Financial Advisors, LLC112,751$1.34M0.07%+4,247+3.9%Added
Cannell Peter B & Co Inc113,900$1.35M0.05%−2,000−1.7%Reduced
Wellington Shields Capital Management, LLC114,372$1.36M0.16%00.0%Unchanged
Mercer Global Advisors Inc115,350$1.37M0.01%−2,455−2.1%Reduced
Van Eck Associates Corp115,536$1.37M0.00%−16,601−12.6%Reduced
Matrix Private Capital Group LLC117,234$1.39M0.91%00.0%Unchanged
Fifth Third Bancorp118,050$1.40M0.01%−465−0.4%Reduced
Global Retirement Partners, LLC118,647$1.41M0.10%+54,128+83.9%Added
Guggenheim Capital LLC118,918$1.41M0.01%+1,429+1.2%Added
HighTower Trust Services, LTA122,273$1.43M0.14%−105,666−46.4%Reduced
Cullen/Frost Bankers, Inc.120,530$1.43M0.03%+27,377+29.4%Added
Redwood Wealth Management Group, LLC121,170$1.44M1.80%+121,170New
Green Square Capital Advisors LLC123,406$1.46M0.21%−1,916−1.5%Reduced
Pinnacle Holdings, LLC124,505$1.48M0.66%+7,342+6.3%Added
First Pacific Advisors, LP125,000$1.48M0.02%+4,000+3.3%Added
Lincoln National Corp125,730$1.49M0.03%+47,276+60.3%Added
Chiron Capital Management, LLC126,550$1.50M1.04%+2,200+1.8%Added
Private Advisor Group, LLC561,350$1.50M0.08%+202,938+56.6%Added
Cobblestone Capital Advisors LLC128,274$1.52M0.12%00.0%Unchanged
Lindbrook Capital, LLC128,578$1.53M0.19%+8,000+6.6%Added
Nokomis Capital, L.L.C.128,979$1.53M0.65%−41,800−24.5%Reduced
Selway Asset Management129,700$1.54M0.81%−38,200−22.8%Reduced
Keybank National Association130,039$1.54M0.01%−2,610−2.0%Reduced
Moneta Group Investment Advisors LLC119,200$1.58M0.04%−14,164−10.6%Reduced
Secure Asset Management, LLC133,471$1.58M0.57%+86,814+186.1%Added
Penn Mutual Asset Management, LLC133,500$1.58M1.77%00.0%Unchanged
Northwestern Mutual Wealth Management Co133,825$1.59M0.00%+4,533+3.5%Added
Virtu Financial LLC135,231$1.60M0.21%+40,700+43.1%Added
Sumitomo Mitsui Trust Holdings, Inc.136,000$1.61M0.00%−189,000−58.2%Reduced
Outfitter Financial LLC138,178$1.64M1.49%00.0%Unchanged
Northeast Financial Consultants Inc140,522$1.67M0.11%−500−0.4%Reduced
Institutional & Family Asset Management, LLC142,118$1.69M0.28%00.0%Unchanged
Cutter & CO Brokerage, Inc.142,714$1.69M0.57%+5,902+4.3%Added
Wealthcare Advisory Partners LLC142,722$1.69M0.08%+4,763+3.5%Added
Belpointe Asset Management LLC143,211$1.70M0.10%+3,125+2.2%Added
Raymond James Trust N.A.144,457$1.71M0.06%+7,296+5.3%Added
Jackson Hole Capital Partners, LLC148,898$1.77M0.53%+20,850+16.3%Added
Autumn Glory Partners, LLC150,359$1.78M0.95%−34,257−18.6%Reduced
Independent Advisor Alliance151,736$1.80M0.22%−5,385−3.4%Reduced
Keebeck Wealth Management, LLC152,541$1.81M0.32%−1,467−1.0%Reduced
IHT Wealth Management, LLC154,297$1.83M0.12%+10,454+7.3%Added
M&T Bank Corp156,081$1.85M0.01%+227+0.1%Added
Northern Trust Corp157,123$1.87M0.00%−77,235−33.0%Reduced
Oppenheimer Asset Management Inc.157,260$1.87M0.03%+1,749+1.1%Added
Howard Financial Services, Ltd.158,037$1.88M0.49%+747+0.5%Added
Aurora Private Wealth, Inc.158,508$1.88M2.15%+41,045+34.9%Added
Veritable, L.P.158,502$1.88M0.03%−1,220−0.8%Reduced
Tiedemann Advisors, LLC159,421$1.89M0.09%00.0%Unchanged
CFM Wealth Partners LLC159,444$1.89M0.57%+159,444New
Wealthspire Advisors, LLC160,038$1.90M0.03%+60,000+60.0%Added
Apollon Wealth Management, LLC160,058$1.90M0.13%−340,942−68.1%Reduced
Harbour Investments, Inc.160,821$1.91M0.12%+55,970+53.4%Added
Kornitzer Capital Management Inc162,600$1.93M0.04%00.0%Unchanged
Sunbelt Securities, Inc.163,795$1.94M0.38%+9,282+6.0%Added
Pacer Advisors, Inc.165,155$1.96M0.01%−774−0.5%Reduced
Lee Financial Co165,206$1.96M0.33%00.0%Unchanged
Silvercrest Asset Management Group LLC166,445$1.98M0.02%−3,689−2.2%Reduced
Basso Capital Management, L.P.168,700$2.00M2.15%+168,700New
Marex Group plc169,700$2.01M0.29%+169,700New