Skip to main content
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
Resources Investment Advisors, LLC.17,168$214.1K0.01%+109+0.6%Added
Foster Victor Wealth Advisors, LLC16,833$214.6K0.03%+481+2.9%Added
Laidlaw Wealth Management LLC17,232$214.9K0.04%+17,232New
Synovus Financial Corp17,251$215.1K0.00%+117+0.7%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management17,282$215.5K0.01%+29+0.2%Added
Inspire Advisors, LLC17,354$216.4K0.05%+17,354New
RiverTree Advisors, LLC17,500$218.2K0.16%00.0%Unchanged
Capasso Planning Partners LLC17,500$218.2K0.13%00.0%Unchanged
Centaurus Financial, Inc.17,559$219.0K0.02%−600−3.3%Reduced
Antonetti Capital Management LLC17,605$219.5K0.32%+2,748+18.5%Added
Old North State Trust, LLC17,739$221.0K0.15%−2,831−13.8%Reduced
Bryn Mawr Trust Co17,765$222.0K0.01%00.0%Unchanged
Kennedy Investment Group17,820$222.2K0.14%+388+2.2%Added
Wealth Alliance Advisory Group, LLC17,836$222.4K0.08%−2,671−13.0%Reduced
RiverGlades Family Offices LLC17,850$222.6K0.20%00.0%Unchanged
Romano Brothers and Company17,862$222.7K0.03%−2,000−10.1%Reduced
Financial Partners Group, Inc17,975$224.1K0.05%+412+2.3%Added
Brave Asset Management Inc18,000$224.5K0.07%00.0%Unchanged
RFG Advisory, LLC18,045$225.0K0.01%−128−0.7%Reduced
Mark Stevens18,051$225.1K0.03%00.0%Unchanged
FinTrust Capital Advisors, LLC19,144$227.2K0.06%00.0%Unchanged
Opus Capital Group, LLC18,399$229.0K0.04%00.0%Unchanged
Bogart Wealth, LLC18,405$229.5K0.02%+1,108+6.4%Added
Act Wealth Management, LLC18,431$229.8K0.14%−777−4.0%Reduced
Dudley Capital Management, LLC18,447$230.0K0.16%00.0%Unchanged
Gladstone Institutional Advisory LLC18,504$230.7K0.01%+85+0.5%Added
Farmers & Merchants Investments Inc18,747$233.8K0.01%−3,000−13.8%Reduced
Ropes Wealth Advisors LLC18,835$234.9K0.04%00.0%Unchanged
Mayflower Financial Advisors, LLC18,901$235.7K0.03%00.0%Unchanged
Whitener Capital Management, Inc.18,904$235.7K0.10%−2,710−12.5%Reduced
HBW Advisory Services LLC18,894$236.0K0.06%+4,480+31.1%Added
Lake Street Advisors Group, LLC18,923$236.0K0.01%+5,597+42.0%Added
Poplar Forest Capital LLC18,950$236.3K0.03%+5,950+45.8%Added
Bleakley Financial Group, LLC19,010$237.1K0.01%+2,450+14.8%Added
Hilltop Holdings Inc.19,188$239.3K0.03%−21,208−52.5%Reduced
Smithbridge Asset Management Inc19,255$240.0K0.06%+239+1.3%Added
HBK Sorce Advisory LLC19,273$240.3K0.01%−12,591−39.5%Reduced
Ahrens Investment Partners LLC19,298$240.6K0.12%+2,710+16.3%Added
Eudaimonia Partners, LLC19,300$240.7K0.06%−2,000−9.4%Reduced
Capital Market Strategies LLC19,323$241.0K0.43%+100+0.5%Added
Sequoia Financial Advisors, LLC19,329$241.0K0.01%−10,976−36.2%Reduced
BDO Wealth Advisors, LLC19,335$241.1K0.03%+9,910+105.1%Added
Cypress Capital Management LLC (WY)19,400$241.9K0.28%00.0%Unchanged
Aldebaran Financial Inc.19,500$243.2K0.33%−600−3.0%Reduced
Financial Advocates Investment Management19,515$243.3K0.02%−46,624−70.5%Reduced
Noesis Capital Mangement Corp19,760$246.0K0.06%+38+0.2%Added
Salvus Wealth Management, LLC19,738$246.1K0.20%+4,700+31.3%Added
Hoylecohen, LLC19,920$248.4K0.02%−1,979−9.0%Reduced
MONECO Advisors, LLC19,954$248.8K0.07%+2,295+13.0%Added
Moloney Securities Asset Management, LLC19,970$249.0K0.05%−9,825−33.0%Reduced
SFMG, LLC19,993$249.3K0.03%−1,692−7.8%Reduced
Fisher Asset Management, LLC19,999$249.4K0.00%−6,369−24.2%Reduced
Summit Financial Wealth Advisors, LLC20,000$249.4K0.06%00.0%Unchanged
Sepio Capital, LP20,021$249.7K0.02%00.0%Unchanged
Proficio Capital Partners LLC20,030$249.8K0.04%+35+0.2%Added
Joseph P. Lucia & Associates, LLC20,185$251.7K0.18%+20,185New
Edgemoor Investment Advisors, Inc.20,540$256.1K0.03%−400−1.9%Reduced
Guyasuta Investment Advisors Inc20,580$256.6K0.02%+1,000+5.1%Added
Affinity Wealth Management LLC20,646$257.5K0.06%+2,673+14.9%Added
Belfer Management LLC20,963$261.4K6.77%+4,074+24.1%Added
American Institute for Advanced Investment Management, LLP22,700$262.5K0.28%+22,700New
Tradition Wealth Management, LLC21,168$264.0K0.03%+7,764+57.9%Added
1st Source Bank21,444$267.4K0.02%00.0%Unchanged
Mosaic Family Wealth Partners, LLC21,483$267.9K0.06%+13+0.1%Added
Avantax Planning Partners, Inc.21,601$269.4K0.01%−437−2.0%Reduced
Signature Wealth Management Partners, LLC21,671$270.2K0.25%−818−3.6%Reduced
EP Wealth Advisors, LLC1,305$272.9K0.01%−20,504−94.0%Reduced
Penbrook Management LLC22,118$275.8K0.22%00.0%Unchanged
Heritage Trust Co22,268$277.7K0.04%00.0%Unchanged
Delos Wealth Advisors, LLC22,276$277.8K0.35%00.0%Unchanged
Coastal Investment Advisors, Inc.22,392$279.2K0.07%−30,025−57.3%Reduced
Central Trust Co22,470$280.2K0.01%+2,500+12.5%Added
Colony Group LLC22,523$281.0K0.00%−6,188−21.6%Reduced
MSH Capital Advisors LLC22,594$281.7K0.12%+183+0.8%Added
Fortis Capital Management LLC22,602$281.8K0.11%+518+2.3%Added
Brown Brothers Harriman & Co22,605$281.9K0.00%00.0%Unchanged
Cornerstone Wealth Management, LLC22,767$283.9K0.03%+22,767New
Capital Advisory Group Advisory Services, LLC22,770$283.9K0.17%+2,920+14.7%Added
Lakeview Capital Partners, LLC23,011$284.0K0.09%+1,002+4.6%Added
Wintrust Investments LLC23,025$287.0K0.04%+23,025New
Woodward Diversified Capital, LLC23,122$288.3K0.23%−4,950−17.6%Reduced
Ausdal Financial Partners, Inc.23,304$290.6K0.04%+540+2.4%Added
Biondo Investment Advisors, LLC23,460$292.5K0.06%00.0%Unchanged
Thrivent Financial for Lutherans23,573$294.0K0.00%+2,258+10.6%Added
Garrett Wealth Advisory Group, LLC23,631$294.7K0.14%+1,579+7.2%Added
Virtu Financial LLC23,639$295.0K0.03%−111,592−82.5%Reduced
AlphaQ Advisors LLC23,850$297.4K0.25%+3,000+14.4%Added
Verity & Verity, LLC23,978$299.0K0.04%−1,114−4.4%Reduced
FirstPurpose Wealth LLC24,139$301.0K0.15%−22,800−48.6%Reduced
Signaturefd, LLC24,199$301.8K0.01%+166+0.7%Added
Wetherby Asset Management Inc24,293$302.9K0.02%+4,406+22.2%Added
GPS Wealth Strategies Group, LLC24,381$304.0K0.06%+2,442+11.1%Added
MV Capital Management, Inc.24,460$305.0K0.04%00.0%Unchanged
C2C Wealth Management, LLC24,326$306.9K0.05%−1,250−4.9%Reduced
Fidelis Capital Partners, LLC24,899$307.8K0.13%00.0%Unchanged
Van Cleef Asset Management,Inc24,800$309.3K0.05%00.0%Unchanged
Stokes Capital Advisors, LLC24,846$309.8K0.11%00.0%Unchanged
E&G Advisors, LP25,046$312.3K0.12%00.0%Unchanged
Benedetti & Gucer, Inc.25,343$316.0K0.18%+25,343New
Bienville Capital Management, LLC25,406$316.8K0.12%00.0%Unchanged