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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,304 | $21.1B |
| Q1 2026 | 1,304 | $20.9B |
| Q4 2025 | 1,262 | $16.9B |
| Q3 2025 | 1,226 | $17.9B |
| Q2 2025 | 1,235 | $19.6B |
| Q1 2025 | 1,215 | $20.5B |
| Q4 2024 | 1,206 | $22.4B |
| Q3 2024 | 1,100 | $18.1B |
| Q2 2024 | 1,081 | $18.2B |
| Q1 2024 | 1,059 | $17.7B |
| Q4 2023 | 1,056 | $15.8B |
| Q3 2023 | 965 | $15.1B |
| Q2 2023 | 955 | $13.7B |
| Q1 2023 | 932 | $13.8B |
| Q4 2022 | 915 | $13.7B |
| Q3 2022 | 854 | $13.0B |
| Q2 2022 | 845 | $12.0B |
| Q1 2022 | 829 | $13.6B |
| Q4 2021 | 811 | $9.66B |
| Q3 2021 | 773 | $9.79B |
| Q2 2021 | 752 | $10.8B |
| Q1 2021 | 738 | $7.83B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LexAurum Advisors, LLC | 94,304 | $1.12M | 0.40% | +468+0.5% | Added |
| Haverford Trust Co | 94,128 | $1.12M | 0.01% | −4,416−4.5% | Reduced |
| Independent Financial Group, LLC | 93,039 | $1.10M | 0.09% | +2,432+2.7% | Added |
| Chapin Davis, Inc. | 92,601 | $1.10M | 0.64% | +92,601 | New |
| Bank of Montreal | 92,574 | $1.10M | 0.00% | −5,404,725−98.3% | Reduced |
| Invenomic Capital Management LP | 92,211 | $1.09M | 0.08% | −334,590−78.4% | Reduced |
| Congress Wealth Management LLC | 91,100 | $1.08M | 0.03% | −15,000−14.1% | Reduced |
| Fort Sheridan Advisors LLC | 90,990 | $1.08M | 0.35% | −3,840−4.0% | Reduced |
| Foundations Investment Advisors, LLC | 90,273 | $1.07M | 0.04% | +71,489+380.6% | Added |
| Saxon Interests, Inc. | 86,523 | $1.07M | 0.61% | 00.0% | Unchanged |
| Change Path, LLC | 89,673 | $1.06M | 0.06% | +2,618+3.0% | Added |
| Sigma Planning Corp | 87,791 | $1.04M | 0.04% | −2,956−3.3% | Reduced |
| Legacy Advisors, LLC | 87,721 | $1.04M | 0.19% | +8,361+10.5% | Added |
| Geneos Wealth Management Inc. | 87,208 | $1.04M | 0.06% | −370−0.4% | Reduced |
| HRT Financial LP | 87,147 | $1.03M | 0.01% | +87,147 | New |
| Wall Street Access Asset Management, LLC | 86,185 | $1.02M | 0.77% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 85,512 | $1.02M | 0.05% | +85,512 | New |
| Bridges Investment Management Inc | 85,260 | $1.01M | 0.04% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 85,142 | $1.01M | 0.16% | +2,142+2.6% | Added |
| Summit Financial Strategies, Inc. | 84,007 | $997.2K | 0.21% | 00.0% | Unchanged |
| CWM, LLC | 84,021 | $997.0K | 0.01% | +67,439+406.7% | Added |
| Parkwood LLC | 82,688 | $982.0K | 0.20% | +2,287+2.8% | Added |
| Ziegler Capital Management, LLC | 81,411 | $966.3K | 0.04% | 00.0% | Unchanged |
| XTX Topco Ltd | 80,566 | $956.3K | 0.20% | +80,566 | New |
| Boenning & Scattergood, Inc. | 85,402 | $956.0K | 0.15% | −536−0.6% | Reduced |
| Millennium Capital Advisors, LLC | 80,536 | $956.0K | 0.97% | −1,215−1.5% | Reduced |
| Moody National Bank Trust Division | 78,972 | $938.0K | 0.08% | 00.0% | Unchanged |
| Toroso Investments, LLC | 79,034 | $938.0K | 0.04% | +14,336+22.2% | Added |
| Marathon Trading Investment Management LLC | 78,900 | $936.5K | 0.62% | +7,200+10.0% | Added |
| Founders Financial Securities LLC | 78,351 | $930.0K | 0.15% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 77,887 | $924.5K | 0.00% | −41,295−34.6% | Reduced |
| Youngs Advisory Group, Inc. | 77,544 | $920.5K | 0.54% | −42,999−35.7% | Reduced |
| PFG Advisors | 77,509 | $920.0K | 0.09% | −983−1.3% | Reduced |
| Parsec Financial Management, Inc. | 77,228 | $916.7K | 0.04% | −74,393−49.1% | Reduced |
| Banco Santander, S.A. | 77,222 | $916.6K | 0.01% | +77,222 | New |
| GFG Capital, LLC | 76,990 | $913.9K | 0.21% | 00.0% | Unchanged |
| Cerity Partners LLC | 76,861 | $912.8K | 0.01% | +19,571+34.2% | Added |
| First Dallas Securities Inc. | 76,124 | $904.0K | 0.54% | +11,500+17.8% | Added |
| Avalon Investment & Advisory | 75,562 | $897.0K | 0.03% | −1,966−2.5% | Reduced |
| Avidian Wealth Solutions, LLC | 75,534 | $896.6K | 0.06% | +2,226+3.0% | Added |
| US Bancorp | 75,125 | $891.7K | 0.00% | +6,727+9.8% | Added |
| National Bank of Canada | 74,836 | $886.0K | 0.00% | −124,887−62.5% | Reduced |
| Kovack Advisors, Inc. | 74,345 | $882.5K | 0.13% | −49,793−40.1% | Reduced |
| Donaldson Capital Management, LLC | 74,178 | $880.5K | 0.04% | +74,178 | New |
| Conning Inc. | 72,572 | $861.4K | 0.03% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 70,400 | $835.6K | 0.11% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 70,400 | $835.6K | 0.58% | +11,400+19.3% | Added |
| Donoghue Forlines LLC | 68,730 | $815.8K | 0.29% | +32,259+88.5% | Added |
| Exencial Wealth Advisors, LLC | 68,630 | $814.6K | 0.04% | +434+0.6% | Added |
| Sanders Morris Harris LLC | 68,525 | $813.4K | 0.31% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 67,741 | $804.1K | 0.15% | +1,674+2.5% | Added |
| Brookstone Capital Management | 66,148 | $803.7K | 0.02% | +7,464+12.7% | Added |
| Gibraltar Capital Management, Inc. | 67,546 | $801.8K | 0.38% | +2,213+3.4% | Added |
| Level Four Advisory Services, LLC | 67,495 | $801.2K | 0.06% | +15,158+29.0% | Added |
| Argent Advisors, Inc. | 67,268 | $798.5K | 0.41% | +5,000+8.0% | Added |
| Financial Advocates Investment Management | 66,139 | $785.1K | 0.06% | +52,477+384.1% | Added |
| Ninepoint Partners LP | 66,099 | $785.0K | 0.11% | +66,099 | New |
| Quantum Private Wealth, LLC | 65,548 | $778.1K | 0.49% | −191−0.3% | Reduced |
| First Manhattan Co | 64,816 | $769.4K | 0.00% | +10,895+20.2% | Added |
| Formidable Asset Management, LLC | 64,722 | $768.0K | 0.17% | +16,708+34.8% | Added |
| Independent Wealth Network Inc. | 64,444 | $764.9K | 0.52% | +2,356+3.8% | Added |
| Mutual Advisors, LLC | 64,200 | $762.1K | 0.03% | +7,190+12.6% | Added |
| Monetary Management Group Inc | 64,000 | $759.7K | 0.24% | +2,000+3.2% | Added |
| Virtus ETF Advisers LLC | 63,905 | $758.6K | 0.40% | +63,905 | New |
| Spire Wealth Management | 62,990 | $748.0K | 0.04% | +32,891+109.3% | Added |
| Platform Technology Partners | 62,107 | $737.2K | 0.38% | −501−0.8% | Reduced |
| Stockman Wealth Management, Inc. | 61,868 | $734.4K | 0.17% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 61,871 | $734.0K | 0.04% | +1,045+1.7% | Added |
| Integrated Wealth Concepts LLC | 61,455 | $729.0K | 0.02% | +12,442+25.4% | Added |
| Dynamic Advisor Solutions LLC | 61,270 | $727.3K | 0.05% | +30,791+101.0% | Added |
| HSBC Holdings PLC | 61,652 | $727.2K | 0.00% | +61,652 | New |
| Pointe Capital Management LLC | 61,274 | $727.0K | 0.56% | −10.0% | Reduced |
| Wedbush Securities Inc | 61,138 | $726.0K | 0.04% | +4,174+7.3% | Added |
| Clarus Group, Inc. | 61,147 | $725.8K | 0.64% | −8,273−11.9% | Reduced |
| Meridian Wealth Advisors, LLC | 61,054 | $724.7K | 0.19% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 60,599 | $719.3K | 0.08% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 60,475 | $717.8K | 0.01% | +22,904+61.0% | Added |
| EJF Capital LLC | 60,000 | $712.2K | 0.22% | −39,989−40.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 59,537 | $706.7K | 0.15% | +6,295+11.8% | Added |
| Cornerstone Advisory, LLC | 59,420 | $705.3K | 0.14% | −4,438−6.9% | Reduced |
| Pensionmark Financial Group, LLC | 58,917 | $699.3K | 0.16% | −2,500−4.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 50,022 | $690.3K | 0.08% | +29,345+141.9% | Added |
| RMB Capital Management, LLC | 57,932 | $687.7K | 0.02% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 57,874 | $687.0K | 0.10% | +57,874 | New |
| Principal Street Partners, LLC | 57,042 | $677.1K | 0.17% | −276−0.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 57,042 | $673.0K | 0.01% | −35,262−38.2% | Reduced |
| Anchor Investment Management, LLC | 56,630 | $672.2K | 0.10% | +4,600+8.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 56,569 | $671.5K | 0.00% | −1,334−2.3% | Reduced |
| Manufacturers Life Insurance Company, The | 56,504 | $670.7K | 0.00% | −1,006−1.7% | Reduced |
| Meridian Wealth Management, LLC | 56,149 | $666.5K | 0.07% | −4,007−6.7% | Reduced |
| Olistico Wealth, LLC | 56,000 | $664.7K | 0.72% | +56,000 | New |
| Pinnacle Associates Ltd | 54,848 | $651.0K | 0.01% | −967−1.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 54,753 | $649.9K | 0.28% | +54,753 | New |
| Buckingham Strategic Wealth, LLC | 54,474 | $646.6K | 0.01% | −2,308−4.1% | Reduced |
| BLB&B Advisors, LLC | 53,972 | $640.6K | 0.05% | 00.0% | Unchanged |
| Gagnon Securities LLC | 53,369 | $633.5K | 0.14% | +205+0.4% | Added |
| VELA Investment Management, LLC | 52,854 | $627.4K | 0.31% | +52,854 | New |
| Teamwork Financial Advisors, LLC | 52,790 | $626.6K | 0.13% | −2,883−5.2% | Reduced |
| Coastal Investment Advisors, Inc. | 52,417 | $622.2K | 0.15% | −18,861−26.5% | Reduced |
| Morling Financial Advisors, LLC | 52,061 | $618.0K | 0.79% | +1,093+2.1% | Added |