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, Q1 2023
Institutional positions in Energy Transfer LP as of Mar 31, 2023. 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
- 932
- +37 vs. Q4 2022
- Shares held
- 1.10B
- −57.4M (−5.0%) vs. Q4 2022
- Total value
- $13.8B
- +$77.4M (+0.6%) vs. Q4 2022
- New holders
- 93
- 383 more added
- Sold out
- 56
- 235 more reduced
20 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 3,093 | $38.6K | 0.01% | +2,593+518.6% | Added |
| Rosenberg Matthew Hamilton | 3,109 | $38.8K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 3,247 | $40.5K | 0.01% | +2,083+179.0% | Added |
| Norwood Financial Corp | 3,360 | $41.9K | 0.07% | +3,360 | New |
| Optimum Investment Advisors | 3,500 | $43.6K | 0.02% | +3,500 | New |
| Operose Advisors LLC | 3,556 | $44.3K | 0.02% | −1,500−29.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 3,600 | $44.9K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3,716 | $46.0K | 0.01% | +100+2.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,780 | $47.0K | 0.00% | −2,760−42.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,780 | $47.1K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 3,925 | $48.9K | 0.01% | +1,225+45.4% | Added |
| Retirement Group, LLC | 3,950 | $49.0K | 0.02% | +500+14.5% | Added |
| Ancora Advisors, LLC | 3,935 | $49.1K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 3,987 | $49.7K | 0.01% | −454−10.2% | Reduced |
| Quent Capital, LLC | 3,988 | $49.7K | 0.01% | −310−7.2% | Reduced |
| Mechanics Financial Corp | 4,000 | $49.9K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4,170 | $52.0K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 4,271 | $53.3K | 0.03% | +67+1.6% | Added |
| Oakworth Capital, Inc. | 4,416 | $55.1K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 4,451 | $55.5K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 4,646 | $57.0K | 0.00% | +4,646 | New |
| City Holding Co | 4,588 | $57.2K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 4,800 | $59.9K | 0.02% | +99+2.1% | Added |
| South State Corp. | 4,958 | $61.8K | 0.01% | −2,093−29.7% | Reduced |
| Venturi Wealth Management, LLC | 5,180 | $64.6K | 0.01% | +5,180 | New |
| Proffitt & Goodson Inc | 5,196 | $64.8K | 0.01% | −2,049−28.3% | Reduced |
| Endurance Wealth Management, Inc. | 5,440 | $68.0K | 0.01% | +5,440 | New |
| Tompkins Financial Corp | 5,500 | $68.6K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 5,536 | $69.0K | 0.01% | +5,536 | New |
| Oliver Lagore Vanvalin Investment Group | 5,750 | $71.7K | 0.03% | 00.0% | Unchanged |
| New Hampshire Trust | 6,243 | $77.8K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,612 | $82.0K | 0.00% | +1,755+36.1% | Added |
| Concord Wealth Partners | 6,627 | $82.6K | 0.02% | +23+0.3% | Added |
| Allworth Financial LP | 7,352 | $91.7K | 0.00% | +35+0.5% | Added |
| Sound Income Strategies, LLC | 7,358 | $91.8K | 0.01% | −918−11.1% | Reduced |
| Trifecta Capital Advisors, LLC | 7,700 | $96.0K | 0.03% | +7,700 | New |
| Colonial Trust Advisors | 7,880 | $98.3K | 0.01% | +4,040+105.2% | Added |
| AllSquare Wealth Management LLC | 8,000 | $99.8K | 0.06% | 00.0% | Unchanged |
| MCF Advisors LLC | 8,180 | $102.0K | 0.01% | +3,280+66.9% | Added |
| Horan Securities, Inc. | 8,306 | $103.6K | 0.05% | +5,036+154.0% | Added |
| Bank of New Hampshire | 8,728 | $108.8K | 0.03% | +1,548+21.6% | Added |
| Webster Bank, N. A. | 9,025 | $112.5K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 9,136 | $113.9K | 0.07% | +65+0.7% | Added |
| Worth Asset Management, LLC | 9,223 | $115.0K | 0.09% | +30+0.3% | Added |
| Hexagon Capital Partners LLC | 9,418 | $117.4K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 9,600 | $119.7K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 9,600 | $120.0K | 0.05% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 9,675 | $121.0K | 0.06% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 10,020 | $124.9K | 0.00% | +10,020 | New |
| McDonald Partners LLC | 10,054 | $125.4K | 0.04% | +10,054 | New |
| Wedmont Private Capital | 10,024 | $125.4K | 0.02% | +10,024 | New |
| Fulton Bank, N.A. | 10,080 | $125.7K | 0.01% | +10,080 | New |
| GM Advisory Group, Inc. | 10,102 | $126.0K | 0.01% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 10,134 | $126.4K | 0.07% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 10,172 | $126.5K | 0.02% | −33−0.3% | Reduced |
| Summit Financial, LLC | 10,184 | $127.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 10,740 | $127.0K | 0.00% | +2,111+24.5% | Added |
| Oliver Luxxe Assets LLC | 10,200 | $127.2K | 0.03% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 10,289 | $128.3K | 0.13% | −2,096−16.9% | Reduced |
| Vivaldi Asset Management, LLC | 10,293 | $128.4K | 0.01% | −3,330−24.4% | Reduced |
| Wealth Effects LLC | 10,300 | $128.4K | 0.07% | +300+3.0% | Added |
| Prio Wealth Limited Partnership | 10,300 | $128.4K | 0.00% | +10,300 | New |
| First Horizon Advisors, Inc. | 10,311 | $128.6K | 0.00% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 10,334 | $128.9K | 0.06% | +163+1.6% | Added |
| Valley National Advisers Inc | 10,190 | $129.0K | 0.02% | +21+0.2% | Added |
| Colorado Capital Management, Inc. | 10,360 | $129.0K | 0.10% | 00.0% | Unchanged |
| Washington Trust Co | 10,599 | $132.2K | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 10,683 | $133.2K | 0.01% | +10,683 | New |
| Titleist Asset Management, LLC | 10,691 | $133.3K | 0.03% | +10,691 | New |
| First Heartland Consultants, Inc. | 10,765 | $134.2K | 0.02% | +84+0.8% | Added |
| Cypress Wealth Services, LLC | 10,781 | $134.4K | 0.04% | +10,781 | New |
| Waldron Private Wealth LLC | 10,810 | $134.8K | 0.01% | +10,810 | New |
| Global Assets Advisory, LLC | 10,490 | $135.4K | 0.14% | +10,490 | New |
| O'Dell Group, LLC | 10,900 | $135.9K | 0.04% | +600+5.8% | Added |
| TRUE Private Wealth Advisors | 10,971 | $136.8K | 0.02% | +31+0.3% | Added |
| PCG Wealth Advisors, LLC | 10,986 | $137.0K | 0.09% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 11,041 | $137.7K | 0.03% | +11,041 | New |
| Walker Asset Management, LLC | 11,042 | $137.7K | 0.12% | +195+1.8% | Added |
| Brighton Jones LLC | 11,043 | $137.7K | 0.01% | +685+6.6% | Added |
| Capstone Financial Advisors, Inc. | 11,107 | $138.5K | 0.01% | +258+2.4% | Added |
| Creative Financial Designs Inc | 11,210 | $139.8K | 0.02% | +4,500+67.1% | Added |
| StrategIQ Financial Group, LLC | 11,214 | $139.8K | 0.02% | 00.0% | Unchanged |
| Callan Capital, LLC | 11,246 | $140.2K | 0.02% | +11,246 | New |
| Country Club Bank | 11,337 | $141.0K | 0.01% | +794+7.5% | Added |
| Delap Wealth Advisory, LLC | 11,380 | $141.9K | 0.15% | +11,380 | New |
| Cantor Fitzgerald, L. P. | 11,400 | $142.2K | 0.00% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 11,559 | $144.1K | 0.07% | 00.0% | Unchanged |
| Hollencrest Capital Management | 11,597 | $144.6K | 0.02% | +37+0.3% | Added |
| Madden Securities Corp | 11,602 | $144.7K | 0.08% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 11,614 | $144.8K | 0.02% | +269+2.4% | Added |
| Federation des caisses Desjardins du Quebec | 11,635 | $145.1K | 0.00% | +3,430+41.8% | Added |
| Cumberland Advisors Inc | 11,729 | $146.3K | 0.06% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 11,731 | $146.3K | 0.05% | −350−2.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 11,736 | $146.3K | 0.08% | +685+6.2% | Added |
| Proequities, Inc. | 11,751 | $146.5K | 0.01% | −342−2.8% | Reduced |
| Chiron Investment Management, LLC | 11,784 | $146.9K | 0.03% | −700,679−98.3% | Reduced |
| Buckingham Strategic Partners | 11,835 | $147.6K | 0.01% | −1,741−12.8% | Reduced |
| Herold Advisors, Inc. | 11,900 | $148.4K | 0.05% | +1,000+9.2% | Added |
| Wealthsource Partners, LLC | 11,901 | $148.4K | 0.01% | −1,053−8.1% | Reduced |
| Hall Laurie J Trustee | 12,004 | $149.0K | 0.06% | 00.0% | Unchanged |