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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; 1,303 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: 914 institutions
Q1 2021: 738 institutionsQ2 2021: 752 institutionsQ3 2021: 773 institutionsQ4 2021: 811 institutionsQ1 2022: 828 institutionsQ2 2022: 844 institutionsQ3 2022: 853 institutionsQ4 2022: 914 institutionsQ1 2023: 931 institutionsQ2 2023: 954 institutionsQ3 2023: 964 institutionsQ4 2023: 1,055 institutionsQ1 2024: 1,058 institutionsQ2 2024: 1,080 institutionsQ3 2024: 1,099 institutionsQ4 2024: 1,205 institutionsQ1 2025: 1,214 institutionsQ2 2025: 1,234 institutionsQ3 2025: 1,225 institutionsQ4 2025: 1,261 institutionsQ1 2026: 1,303 institutionsQ2 2026: 1,303 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 20261,303$21.1B
Q1 20261,303$20.9B
Q4 20251,261$16.9B
Q3 20251,225$17.9B
Q2 20251,234$19.6B
Q1 20251,214$20.5B
Q4 20241,205$22.4B
Q3 20241,099$18.1B
Q2 20241,080$18.2B
Q1 20241,058$17.7B
Q4 20231,055$15.8B
Q3 2023964$15.1B
Q2 2023954$13.7B
Q1 2023931$13.8B
Q4 2022914$13.7B
Q3 2022853$13.0B
Q2 2022844$12.0B
Q1 2022828$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
Astoria Portfolio Advisors LLC.17,251$220.1K0.10%+1,551+9.9%Added
Ashford Capital Management Inc18,500$219.6K0.03%00.0%Unchanged
Dudley Capital Management, LLC18,447$219.0K0.16%+18,447New
Asset Allocation Strategies LLC18,426$218.7K0.15%+18,426New
Gladstone Institutional Advisory LLC18,419$218.6K0.02%+142+0.8%Added
Opus Capital Group, LLC18,399$218.0K0.04%00.0%Unchanged
Axxcess Wealth Management, LLC18,290$217.1K0.02%−61,963−77.2%Reduced
Centaurus Financial, Inc.18,159$216.0K0.02%+7,200+65.7%Added
Mark Stevens18,051$214.0K0.03%+500+2.8%Added
Brave Asset Management Inc18,000$213.7K0.07%00.0%Unchanged
Affinity Wealth Management LLC17,973$213.3K0.05%+17,973New
RiverGlades Family Offices LLC17,850$211.9K0.19%+17,850New
Bryn Mawr Trust Co17,765$211.0K0.01%−843−4.5%Reduced
MONECO Advisors, LLC17,659$209.6K0.08%+4,180+31.0%Added
Kavar Capital Partners Group, LLC17,600$208.9K0.05%+1,000+6.0%Added
S. R. Schill & Associates17,576$208.6K0.10%−1,500−7.9%Reduced
WNY Asset Management, LLC17,557$208.4K0.06%00.0%Unchanged
FineMark National Bank & Trust17,509$207.8K0.01%+986+6.0%Added
RiverTree Advisors, LLC17,500$207.7K0.17%00.0%Unchanged
Capasso Planning Partners LLC17,500$207.7K0.13%00.0%Unchanged
Searle & Co.17,445$207.1K0.07%00.0%Unchanged
Kennedy Investment Group17,432$206.9K0.13%+17,432New
Bogart Wealth, LLC17,297$205.3K0.01%+1,571+10.0%Added
Security National Bank of Sioux City Iowa17,300$205.0K0.16%00.0%Unchanged
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management17,253$204.8K0.01%+232+1.4%Added
Invst, LLC15,382$204.3K0.03%−537−3.4%Reduced
Synovus Financial Corp17,134$203.4K0.00%+4,662+37.4%Added
Van Hulzen Asset Management, LLC17,120$203.0K0.02%00.0%Unchanged
Grey Fox Wealth Advisors, LLC17,097$202.9K0.13%+17,097New
Resources Investment Advisors, LLC.17,059$202.5K0.01%−1,914−10.1%Reduced
Leisure Capital Management17,000$201.8K0.10%00.0%Unchanged
Peapack Gladstone Financial Corp16,964$201.0K0.00%+166+1.0%Added
Cercano Management LLC16,925$200.9K0.01%+16,925New
Belfer Management LLC16,889$200.5K6.86%00.0%Unchanged
Larson Financial Group LLC16,877$200.3K0.02%−254−1.5%Reduced
Baker Tilly Wealth Management, LLC16,765$199.0K0.02%−519−3.0%Reduced
Foster Victor Wealth Advisors, LLC16,352$198.7K0.03%+343+2.1%Added
Equitec Proprietary Markets, LLC16,670$197.9K0.12%+16,670New
Arrow Investment Advisors, LLC16,603$197.1K0.14%−3,247−16.4%Reduced
Ahrens Investment Partners LLC16,588$196.9K0.09%−4,800−22.4%Reduced
Bleakley Financial Group, LLC16,560$196.6K0.01%+16,560New
Novare Capital Management LLC16,552$196.5K0.02%00.0%Unchanged
Thoroughbred Financial Services, LLC16,584$196.0K0.03%+4,270+34.7%Added
Paradigm Financial Partners, LLC16,003$194.4K0.06%00.0%Unchanged
Rehmann Capital Advisory Group16,213$192.5K0.02%+801+5.2%Added
Regions Financial Corp16,115$192.0K0.00%+2,700+20.1%Added
Amplius Wealth Advisors, LLC16,141$191.6K0.03%−356−2.2%Reduced
Simon Quick Advisors, LLC16,089$191.0K0.02%+2,310+16.8%Added
Consilium Wealth Advisory, LLC16,000$189.9K0.16%00.0%Unchanged
New Republic Capital, LLC15,951$189.3K0.15%+15,951New
SkyOak Wealth, LLC15,790$187.4K0.06%+45+0.3%Added
Future Financial Wealth Managment LLC15,676$186.1K0.21%+186+1.2%Added
King Luther Capital Management Corp15,665$185.9K0.00%00.0%Unchanged
Prosperity Financial Group, Inc.15,600$185.2K0.20%+15,600New
Journey Strategic Wealth LLC15,450$183.4K0.02%00.0%Unchanged
Caldwell Sutter Capital, Inc.15,400$182.8K0.16%+15,400New
First PREMIER Bank15,288$181.0K0.05%00.0%Unchanged
Perennial Investment Advisors, LLC15,144$179.8K0.07%−1,249−7.6%Reduced
Arq Wealth Advisors, LLC15,105$179.3K0.12%00.0%Unchanged
Salvus Wealth Management, LLC15,038$178.5K0.16%00.0%Unchanged
Zazove Associates LLC15,000$178.0K0.02%00.0%Unchanged
Antonetti Capital Management LLC14,857$176.4K0.24%−400−2.6%Reduced
SRS Capital Advisors, Inc.14,759$175.2K0.02%+96+0.7%Added
Nwam LLC14,710$174.6K0.02%+621+4.4%Added
Conservest Capital Advisors, Inc.14,679$174.2K0.02%––
Register Financial Advisors LLC14,650$173.9K0.11%+14,650New
SEI Investments Co14,625$173.6K0.00%−6,283−30.1%Reduced
Integrated Advisors Network LLC14,616$173.5K0.01%+3,704+33.9%Added
Mill Creek Capital Advisors, LLC14,609$173.4K0.01%+14,609New
Probity Advisors, Inc.14,608$173.4K0.04%−951−6.1%Reduced
Whalerock Point Partners, LLC14,600$173.3K0.07%00.0%Unchanged
HBW Advisory Services LLC14,414$171.0K0.05%+4,193+41.0%Added
Johnson Midwest Financial, LLC14,245$169.0K0.62%+13,928+4,393.7%Added
Viawealth, LLC13,609$167.5K0.14%+13,609New
CFO4Life Group, LLC14,100$167.4K0.04%00.0%Unchanged
CFO4Life, L.P.14,100$167.4K0.04%+14,100New
Carl Stuart Investment Advisor, Inc14,002$166.2K0.15%+215+1.6%Added
Wade G W & Inc14,003$166.0K0.01%+61+0.4%Added
Wesbanco Bank Inc14,005$166.0K0.01%+14,005New
Fairfield, Bush & Co.13,983$166.0K0.11%−19−0.1%Reduced
Hemington Wealth Management13,952$165.0K0.07%00.0%Unchanged
Brandywine Oak Private Wealth LLC13,872$164.7K0.02%+854+6.6%Added
Smithfield Trust Co13,731$163.0K0.01%00.0%Unchanged
Vivaldi Asset Management, LLC13,623$161.7K0.01%00.0%Unchanged
Verdence Capital Advisors LLC13,588$161.3K0.02%−323−2.3%Reduced
Buckingham Strategic Partners13,576$161.1K0.01%−10,742−44.2%Reduced
Helen Stephens Group, LLC13,540$160.7K0.10%00.0%Unchanged
Parkside Financial Bank & Trust13,523$160.5K0.05%−252−1.8%Reduced
Tradition Wealth Management, LLC13,404$159.0K0.02%−1,791−11.8%Reduced
Clifford Swan Investment Counsel LLC13,383$158.9K0.01%−16,925−55.8%Reduced
Lake Street Advisors Group, LLC13,326$158.0K0.01%−661−4.7%Reduced
Aptus Capital Advisors, LLC13,307$158.0K0.01%+13,307New
Focus Financial Network, Inc.13,284$157.7K0.01%+13,284New
Easterly Investment Partners LLC13,279$157.6K0.01%+13,279New
American Financial Advisors, LLC13,126$155.8K0.03%+19+0.1%Added
Poplar Forest Capital LLC13,000$154.3K0.02%+2,700+26.2%Added
Westwood Wealth Management13,000$154.3K0.19%+13,000New
Sterneck Capital Management, LLC12,960$153.8K0.10%−750−5.5%Reduced
Wealthsource Partners, LLC12,954$153.8K0.01%+219+1.7%Added
Citadel Advisors LLC12,933$153.5K0.00%+12,933New