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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; 1,304 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.

Institutional holdersQ1 2023: 932 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 heldQ1 2023: $13.8B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q4 2022.

Institutions holding ET in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sterneck Capital Management, LLC11,960$149.1K0.09%−1,000−7.7%Reduced
PCA Investment Advisory Services Inc.11,961$149.2K0.11%+11,961New
Ellis Investment Partners, LLC11,989$149.5K0.04%+275+2.3%Added
Marcum Wealth, LLC12,027$150.0K0.02%+128+1.1%Added
Wolff Financial Management LLC12,000$150.0K0.05%00.0%Unchanged
Warther Private Wealth, LLC12,200$152.1K0.12%00.0%Unchanged
Ascension Capital Advisors, Inc.12,250$152.8K0.12%00.0%Unchanged
Tiaa, FSB12,300$153.4K0.00%+375+3.1%Added
PBMares Wealth Management LLC12,472$155.5K0.06%00.0%Unchanged
Woodstock Corp12,500$155.9K0.02%00.0%Unchanged
Rather & Kittrell, Inc.12,500$155.9K0.07%+12,500New
Cullinan Associates Inc12,520$156.1K0.01%00.0%Unchanged
Private Trust Co NA12,544$156.4K0.02%00.0%Unchanged
Magnus Financial Group LLC12,601$157.1K0.02%+12,601New
Naviter Wealth, LLC12,609$157.2K0.05%+12,609New
Freestone Capital Holdings, LLC12,618$157.3K0.01%−949,822−98.7%Reduced
Register Financial Advisors LLC12,667$158.0K0.12%−1,983−13.5%Reduced
Financial Counselors Inc12,709$158.0K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO12,694$158.3K0.09%+1,000+8.6%Added
Busey Wealth Management12,737$158.8K0.01%00.0%Unchanged
Hancock Whitney Corp–$159.0K0.01%––
Exchange Traded Concepts, LLC12,807$159.7K0.00%+2,703+26.8%Added
Chilton Capital Management LLC12,949$161.5K0.01%+216+1.7%Added
Ruggaard & Associates LLC12,987$161.9K0.10%+12,987New
Westwood Wealth Management13,000$162.1K0.15%00.0%Unchanged
American Financial Advisors, LLC13,148$164.0K0.03%+22+0.2%Added
First National Trust Co13,195$164.5K0.01%+13,195New
Aviance Capital Partners, LLC13,230$165.0K0.04%+3,050+30.0%Added
Parkside Financial Bank & Trust13,274$165.5K0.04%−249−1.8%Reduced
Easterly Investment Partners LLC13,279$165.6K0.01%00.0%Unchanged
Fairfield, Bush & Co.13,347$166.4K0.06%−636−4.5%Reduced
HM Payson & Co13,442$167.6K0.00%−20,062−59.9%Reduced
Clifford Swan Investment Counsel LLC13,463$167.9K0.01%+80+0.6%Added
Waterloo Capital, L.P.13,489$168.2K0.05%+13,489New
Helen Stephens Group, LLC13,540$168.8K0.09%00.0%Unchanged
Smithfield Trust Co13,731$170.0K0.01%00.0%Unchanged
Viawealth, LLC13,658$170.3K0.13%+49+0.4%Added
State of Wyoming13,680$170.6K0.05%+13,680New
Mill Creek Capital Advisors, LLC13,767$171.7K0.01%−842−5.8%Reduced
Verdence Capital Advisors LLC13,783$171.9K0.02%+195+1.4%Added
Brandywine Oak Private Wealth LLC13,872$173.0K0.02%00.0%Unchanged
Hemington Wealth Management13,952$173.0K0.07%00.0%Unchanged
EverSource Wealth Advisors, LLC13,941$173.8K0.02%−9,161−39.7%Reduced
CFO4Life Group, LLC14,100$175.8K0.04%00.0%Unchanged
Capital Investment Advisory Services, LLC14,248$177.7K0.02%+2,649+22.8%Added
Johnson Midwest Financial, LLC14,254$177.7K0.26%+9+0.1%Added
Lion Street Advisors, LLC14,364$179.1K0.06%+14,364New
Focus Financial Network, Inc.14,438$180.0K0.01%+1,154+8.7%Added
Daymark Wealth Partners, LLC14,467$180.4K0.02%+1,998+16.0%Added
Hollow Brook Wealth Management LLC14,470$180.4K0.09%+14,470New
Integrated Advisors Network LLC14,552$181.5K0.01%−64−0.4%Reduced
Silverleafe Capital Partners, LLC14,561$181.6K0.12%−4,840−24.9%Reduced
Whalerock Point Partners, LLC14,600$182.1K0.07%00.0%Unchanged
SEI Investments Co14,625$182.4K0.00%00.0%Unchanged
Conservest Capital Advisors, Inc.14,679$183.0K0.02%00.0%Unchanged
RSM US Wealth Management LLC14,693$183.2K0.01%+14,693New
SRS Capital Advisors, Inc.14,711$183.5K0.02%−48−0.3%Reduced
Merit Financial Group, LLC14,786$184.4K0.01%−23,412−61.3%Reduced
Tectonic Advisors LLC14,926$186.1K0.03%+3,041+25.6%Added
Zazove Associates LLC15,000$187.0K0.02%00.0%Unchanged
Invst, LLC14,684$187.8K0.03%−698−4.5%Reduced
Nwam LLC15,071$187.9K0.02%+361+2.5%Added
Arq Wealth Advisors, LLC15,105$188.4K0.14%00.0%Unchanged
Perennial Investment Advisors, LLC15,170$189.2K0.04%+26+0.2%Added
Good Life Advisors, LLC15,306$190.9K0.02%+2,744+21.8%Added
First PREMIER Bank15,288$191.0K0.06%00.0%Unchanged
Wade G W & Inc15,334$191.0K0.01%+1,331+9.5%Added
Wesbanco Bank Inc15,418$192.0K0.01%+1,413+10.1%Added
Searle & Co.14,945$192.5K0.06%−2,500−14.3%Reduced
Journey Strategic Wealth LLC15,450$192.7K0.02%00.0%Unchanged
Regent Peak Wealth Advisors LLC15,540$193.8K0.06%+15,540New
Oxford Financial Group Ltd15,599$194.5K0.02%−45,000−74.3%Reduced
SkyOak Wealth, LLC15,790$196.9K0.06%00.0%Unchanged
Amplius Wealth Advisors, LLC15,871$197.9K0.03%−270−1.7%Reduced
Nalls Sherbakoff Group, LLC15,979$198.8K0.20%+15,979New
Baker Tilly Wealth Management, LLC15,980$199.3K0.02%−785−4.7%Reduced
Consilium Wealth Advisory, LLC16,000$199.5K0.17%00.0%Unchanged
Larson Financial Group LLC16,067$200.4K0.02%−810−4.8%Reduced
Rehmann Capital Advisory Group16,104$200.8K0.02%−109−0.7%Reduced
Caldwell Sutter Capital, Inc.16,200$202.0K0.15%+800+5.2%Added
Future Financial Wealth Managment LLC15,787$202.4K0.22%+111+0.7%Added
Burney Co16,246$202.6K0.01%+16,246New
Prosperity Financial Group, Inc.16,300$203.3K0.21%+700+4.5%Added
Arrow Investment Advisors, LLC16,350$203.9K0.15%−253−1.5%Reduced
Novare Capital Management LLC16,433$204.9K0.02%−119−0.7%Reduced
Thoroughbred Financial Services, LLC16,584$206.0K0.03%00.0%Unchanged
TD Waterhouse Canada Inc.15,950$206.3K0.00%+13,750+625.0%Added
WNY Asset Management, LLC16,557$206.5K0.05%−1,000−5.7%Reduced
Kavar Capital Partners Group, LLC16,600$207.0K0.04%−1,000−5.7%Reduced
King Luther Capital Management Corp16,606$207.1K0.00%+941+6.0%Added
Retirement Investment Advisors, Inc.16,618$207.2K0.04%−2,356−12.4%Reduced
Prime Capital Investment Advisors, LLC16,653$207.7K0.01%−18,067−52.0%Reduced
Jaffetilchin Investment Partners, LLC16,663$207.8K0.02%+3,935+30.9%Added
Parallel Advisors, LLC16,795$209.4K0.01%+10,497+166.7%Added
Peapack Gladstone Financial Corp16,848$210.0K0.00%−116−0.7%Reduced
Strategic Financial Concepts, LLC16,855$210.2K0.08%+16,855New
Walkner Condon Financial Advisors LLC16,908$210.8K0.06%+4,497+36.2%Added
Leisure Capital Management17,000$212.0K0.12%00.0%Unchanged
Van Hulzen Asset Management, LLC17,120$213.0K0.02%00.0%Unchanged
Grey Fox Wealth Advisors, LLC17,097$213.2K0.13%00.0%Unchanged