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 |
|---|---|---|---|---|---|
| Holderness Investments Co | 52,033 | $617.6K | 0.27% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 52,000 | $617.0K | 0.05% | +20,750+66.4% | Added |
| Summit Wealth & Retirement Planning, Inc. | 51,528 | $611.6K | 0.25% | −600−1.2% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 51,336 | $609.4K | 0.40% | +9,000+21.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 50,990 | $605.1K | 0.05% | −8,000−13.6% | Reduced |
| Bridgewater Advisors Inc. | 50,132 | $595.1K | 0.14% | +66+0.1% | Added |
| F&V Capital Management, LLC | 49,547 | $588.0K | 0.20% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 49,348 | $585.8K | 0.13% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 49,218 | $584.2K | 0.12% | +1,012+2.1% | Added |
| Laurel Wealth Advisors, Inc. | 49,188 | $584.0K | 0.06% | +3,029+6.6% | Added |
| Avion Wealth | 52,914 | $583.0K | 0.18% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 48,870 | $580.1K | 0.20% | −4,100−7.7% | Reduced |
| Sweet Financial Partners, LLC | 48,563 | $576.4K | 0.17% | +230.0% | Added |
| Cutler Group LP | 48,388 | $574.0K | 0.07% | +34,361+245.0% | Added |
| NewEdge Wealth, LLC | 47,887 | $568.4K | 0.02% | +30,017+168.0% | Added |
| Samalin Investment Counsel, LLC | 47,848 | $568.0K | 0.36% | −326−0.7% | Reduced |
| Madison Wealth Management | 47,800 | $567.4K | 0.13% | +26,900+128.7% | Added |
| Western Wealth Management, LLC | 47,517 | $564.0K | 0.06% | −55,446−53.9% | Reduced |
| FirstPurpose Wealth LLC | 46,939 | $557.2K | 0.31% | +21,200+82.4% | Added |
| Intrua Financial, LLC | 44,168 | $556.5K | 0.13% | +4,341+10.9% | Added |
| Compass Financial Group, INC | 46,743 | $555.0K | 0.20% | +46,743 | New |
| Ieq Capital, LLC | 46,540 | $552.4K | 0.02% | +109+0.2% | Added |
| BancorpSouth Bank | 46,245 | $548.9K | 0.05% | +46,245 | New |
| Thrive Wealth Management, LLC | 46,034 | $546.4K | 0.16% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 45,664 | $542.0K | 0.34% | +1,171+2.6% | Added |
| KCM Investment Advisors LLC | 45,700 | $542.0K | 0.02% | +500+1.1% | Added |
| Waterfront Wealth Inc. | 40,475 | $540.7K | 0.19% | +382+1.0% | Added |
| Davenport & Co LLC | 45,444 | $539.0K | 0.00% | −1,956−4.1% | Reduced |
| Huntington National Bank | 45,293 | $537.6K | 0.01% | −5,451−10.7% | Reduced |
| Partners Group Holding AG | 44,837 | $532.2K | 0.04% | −49,438−52.4% | Reduced |
| HFG Advisors, Inc. | 44,715 | $530.8K | 0.62% | +11,800+35.8% | Added |
| Archford Capital Strategies, LLC | 44,611 | $529.5K | 0.12% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 44,341 | $526.3K | 0.02% | −4,029−8.3% | Reduced |
| StoneX Group Inc. | 44,267 | $525.5K | 0.06% | +2,328+5.6% | Added |
| Wealth Alliance | 43,505 | $516.4K | 0.09% | −14,652−25.2% | Reduced |
| Neville Rodie & Shaw Inc | 43,447 | $516.0K | 0.05% | +8,475+24.2% | Added |
| InterOcean Capital Group, LLC | 43,373 | $514.8K | 0.02% | +3,721+9.4% | Added |
| FDx Advisors, Inc. | 42,887 | $509.0K | 0.02% | −1,077−2.4% | Reduced |
| SkyView Investment Advisors, LLC | 42,856 | $509.0K | 0.15% | −290−0.7% | Reduced |
| First Capital Advisors Group, LLC. | 42,856 | $508.7K | 0.34% | −290−0.7% | Reduced |
| Reuter James Wealth Management, LLC | 42,746 | $507.4K | 0.37% | +146+0.3% | Added |
| Southland Equity Partners LLC | 42,580 | $505.4K | 0.19% | 00.0% | Unchanged |
| HWG Holdings LP | 42,409 | $503.0K | 0.33% | +42,409 | New |
| Stratos Wealth Advisors, LLC | 42,147 | $500.3K | 0.04% | +14,745+53.8% | Added |
| Lido Advisors, LLC | 41,990 | $498.4K | 0.01% | +10,080+31.6% | Added |
| MMBG Investment Advisors Co. | 41,905 | $497.0K | 0.07% | +23,000+121.7% | Added |
| Oak Harvest Investment Services | 41,510 | $492.7K | 0.13% | +605+1.5% | Added |
| Mather Group, LLC. | 41,380 | $491.2K | 0.01% | +12,725+44.4% | Added |
| Kingsview Wealth Management, LLC | 41,365 | $491.0K | 0.02% | +1,484+3.7% | Added |
| Advisor OS, LLC | 41,334 | $490.6K | 0.13% | 00.0% | Unchanged |
| Modus Advisors, LLC | 41,302 | $490.3K | 0.24% | 00.0% | Unchanged |
| Doliver Advisors, LP | 40,874 | $485.2K | 0.16% | −2,500−5.8% | Reduced |
| Hilltop Holdings Inc. | 40,396 | $479.5K | 0.06% | +18,650+85.8% | Added |
| Quaker Capital Investments, LLC | 40,000 | $474.8K | 0.21% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 38,837 | $461.0K | 0.31% | +300+0.8% | Added |
| Equitable Holdings, Inc. | 38,822 | $460.8K | 0.01% | +932+2.5% | Added |
| Merit Financial Group, LLC | 38,198 | $453.4K | 0.02% | −72−0.2% | Reduced |
| Cascade Investment Group, Inc. | 38,161 | $453.0K | 0.47% | +38,161 | New |
| XML Financial, LLC | 38,017 | $451.3K | 0.06% | −2,635−6.5% | Reduced |
| BigSur Wealth Management LLC | 38,000 | $451.1K | 0.22% | −13,000−25.5% | Reduced |
| Finer Wealth Management, Inc. | 37,787 | $448.5K | 0.42% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 37,500 | $445.0K | 0.18% | +2,500+7.1% | Added |
| TCTC Holdings, LLC | 37,348 | $443.3K | 0.02% | 00.0% | Unchanged |
| Gould Asset Management LLC | 37,306 | $442.8K | 0.13% | +1,900+5.4% | Added |
| Morton Capital Management LLC | 37,090 | $440.3K | 0.17% | +667+1.8% | Added |
| Toronto Dominion Bank | 37,026 | $439.0K | 0.00% | −4,065−9.9% | Reduced |
| BBR Partners, LLC | 36,790 | $436.7K | 0.05% | +26,103+244.3% | Added |
| WealthTrust Axiom LLC | 36,311 | $431.0K | 0.15% | −613−1.7% | Reduced |
| HAP Trading, LLC | 36,336 | $431.0K | 0.07% | +36,336 | New |
| Wescott Financial Advisory Group, LLC | 36,184 | $429.5K | 0.09% | +770+2.2% | Added |
| Arkadios Wealth Advisors | 36,033 | $427.7K | 0.06% | +20.0% | Added |
| Visionary Wealth Advisors | 35,630 | $423.0K | 0.04% | +5,924+19.9% | Added |
| Tranquility Partners, LLC | 35,532 | $421.8K | 0.21% | −5,218−12.8% | Reduced |
| Bessemer Group Inc | 35,504 | $421.0K | 0.00% | +1,465+4.3% | Added |
| Axiom Investment Management LLC | 35,000 | $415.4K | 1.08% | +23,500+204.3% | Added |
| Snowden Capital Advisors LLC | 34,968 | $415.1K | 0.02% | −371−1.0% | Reduced |
| Camelot Portfolios, LLC | 34,897 | $414.2K | 0.31% | +35+0.1% | Added |
| Arete Wealth Advisors, LLC | 34,871 | $413.9K | 0.04% | +23,939+219.0% | Added |
| Naples Global Advisors, LLC | 34,800 | $413.1K | 0.05% | +450+1.3% | Added |
| Prime Capital Investment Advisors, LLC | 34,720 | $412.1K | 0.02% | +34,720 | New |
| IFG Advisory, LLC | 34,716 | $412.0K | 0.04% | +34,716 | New |
| Berkshire Asset Management LLC | 34,579 | $410.5K | 0.03% | +10,000+40.7% | Added |
| Diligent Investors, LLC | 34,050 | $404.2K | 0.13% | +34,050 | New |
| Two Sigma Securities, LLC | 33,988 | $403.4K | 0.06% | +6,066+21.7% | Added |
| Ameritas Advisory Services, LLC | 33,569 | $398.5K | 0.02% | +4,166+14.2% | Added |
| HM Payson & Co | 33,504 | $397.7K | 0.01% | −3,456−9.4% | Reduced |
| Wolverine Trading, LLC | 32,271 | $383.0K | 0.01% | −257,481−88.9% | Reduced |
| BCJ Capital Management, LLC | 32,050 | $380.4K | 0.04% | +5,335+20.0% | Added |
| Regent Investment Management LLC | 32,000 | $380.0K | 0.10% | +7,000+28.0% | Added |
| HBK Sorce Advisory LLC | 31,864 | $378.0K | 0.01% | +31,864 | New |
| Veracity Capital LLC | 31,660 | $375.8K | 0.18% | +940+3.1% | Added |
| Carnegie Capital Asset Management, LLC | 31,572 | $374.8K | 0.02% | +20,841+194.2% | Added |
| ARS Wealth Advisors Group, LLC | 31,205 | $370.4K | 0.06% | −1,450−4.4% | Reduced |
| Keystone Financial Group | 31,115 | $369.3K | 0.07% | +304+1.0% | Added |
| Somerset Group LLC | 31,000 | $368.0K | 0.32% | +31,000 | New |
| Glass Jacobson Investment Advisors llc | 30,620 | $363.5K | 0.18% | +30,620 | New |
| Hilton Capital Management, LLC | 32,755 | $361.0K | 0.05% | 00.0% | Unchanged |
| Asio Capital, LLC | 30,400 | $360.8K | 0.10% | +500+1.7% | Added |
| Sequoia Financial Advisors, LLC | 30,305 | $359.7K | 0.01% | +30,305 | New |
| Aspen Grove Capital, LLC | 30,001 | $356.1K | 0.16% | +30,001 | New |