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 |
|---|---|---|---|---|---|
| Pathway Financial Advisers, LLC | 25,409 | $316.9K | 0.13% | +6,459+34.1% | Added |
| Clear Harbor Asset Management, LLC | 25,599 | $319.2K | 0.03% | +12,950+102.4% | Added |
| Segall Bryant & Hamill, LLC | 25,705 | $320.0K | 0.00% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 25,700 | $320.5K | 0.11% | +1,500+6.2% | Added |
| Ashford Capital Management Inc | 25,843 | $322.3K | 0.05% | +7,343+39.7% | Added |
| Checchi Capital Advisers, LLC | 25,918 | $323.2K | 0.03% | +336+1.3% | Added |
| Whittier Trust Co | 26,280 | $327.7K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 26,336 | $328.4K | 0.03% | +1,347+5.4% | Added |
| Arkadios Wealth Advisors | 26,478 | $330.2K | 0.04% | −9,555−26.5% | Reduced |
| SageView Advisory Group, LLC | 26,517 | $330.7K | 0.02% | +6,075+29.7% | Added |
| Stonegate Investment Group, LLC | 26,684 | $332.7K | 0.01% | +376+1.4% | Added |
| Morling Financial Advisors, LLC | 26,800 | $334.2K | 0.36% | −25,261−48.5% | Reduced |
| Magnolia Capital Advisors LLC | 26,996 | $336.6K | 0.17% | +531+2.0% | Added |
| Flagship Harbor Advisors, LLC | 27,075 | $337.6K | 0.03% | −2,852−9.5% | Reduced |
| SeaCrest Wealth Management, LLC | 27,121 | $338.2K | 0.05% | +1,798+7.1% | Added |
| Hartford Financial Management Inc. | 27,134 | $338.4K | 0.09% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 27,273 | $340.1K | 0.02% | +1,030+3.9% | Added |
| Financial Advisory Service, Inc. | 27,309 | $340.5K | 0.04% | +6,800+33.2% | Added |
| Essex Financial Services, Inc. | 27,367 | $341.3K | 0.04% | +1,835+7.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27,367 | $341.3K | 0.02% | +27,152+12,628.8% | Added |
| Axxcess Wealth Management, LLC | 27,425 | $342.0K | 0.03% | +9,135+49.9% | Added |
| Umb Bank N A | 28,104 | $350.5K | 0.01% | +3,350+13.5% | Added |
| Regions Financial Corp | 28,199 | $351.0K | 0.00% | +12,084+75.0% | Added |
| Advus Financial Partners, LLC | 28,753 | $358.6K | 0.15% | +189+0.7% | Added |
| SCP Investment, LP | 28,800 | $359.1K | 0.35% | +4,000+16.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 29,016 | $361.8K | 0.07% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 29,020 | $361.9K | 0.03% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 29,333 | $365.8K | 0.11% | +491+1.7% | Added |
| West Michigan Advisors, LLC | 29,399 | $366.6K | 0.21% | +29,399 | New |
| Lazard Asset Management LLC | 29,543 | $368.0K | 0.00% | 00.0% | Unchanged |
| SWS Partners | 29,524 | $368.2K | 0.14% | +29,524 | New |
| Carnegie Capital Asset Management, LLC | 29,595 | $369.1K | 0.01% | −1,977−6.3% | Reduced |
| Clear Creek Financial Management, LLC | 29,645 | $369.7K | 0.07% | +1,361+4.8% | Added |
| King Wealth | 29,945 | $373.0K | 0.08% | +409+1.4% | Added |
| HAP Trading, LLC | 30,009 | $374.0K | 0.09% | −6,327−17.4% | Reduced |
| JBF Capital, Inc. | 30,000 | $374.1K | 0.08% | +30,000 | New |
| Aspen Grove Capital, LLC | 30,001 | $374.1K | 0.16% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 30,263 | $377.4K | 0.20% | +21,541+247.0% | Added |
| Asio Capital, LLC | 30,400 | $379.1K | 0.10% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 30,578 | $381.3K | 0.18% | −4,954−13.9% | Reduced |
| Veracity Capital LLC | 30,720 | $383.1K | 0.18% | −940−3.0% | Reduced |
| Adell Harriman & Carpenter Inc | 30,749 | $383.4K | 0.04% | +30,749 | New |
| Disciplined Investments, LLC | 30,826 | $384.4K | 0.16% | +11,948+63.3% | Added |
| Fiduciary Group LLC | 30,851 | $384.7K | 0.05% | +8,235+36.4% | Added |
| Sanders Morris Harris LLC | 30,869 | $384.9K | 0.13% | −37,656−55.0% | Reduced |
| Somerset Group LLC | 31,000 | $386.6K | 0.34% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 32,755 | $388.8K | 0.05% | 00.0% | Unchanged |
| Rollins Financial | 31,590 | $393.9K | 0.13% | +31,590 | New |
| ARS Wealth Advisors Group, LLC | 31,930 | $398.2K | 0.07% | +725+2.3% | Added |
| Gill Capital Partners, LLC | 31,957 | $398.5K | 0.18% | +20,000+167.3% | Added |
| Toronto Dominion Bank | 32,041 | $399.0K | 0.00% | −4,985−13.5% | Reduced |
| Youngs Advisory Group, Inc. | 32,365 | $403.6K | 0.23% | −45,179−58.3% | Reduced |
| J.W. Cole Advisors, Inc. | 32,871 | $409.9K | 0.03% | +5,573+20.4% | Added |
| WealthTrust Axiom LLC | 33,478 | $417.5K | 0.14% | −2,833−7.8% | Reduced |
| Bessemer Group Inc | 33,604 | $419.0K | 0.00% | −1,900−5.4% | Reduced |
| FineMark National Bank & Trust | 33,769 | $421.1K | 0.02% | +16,260+92.9% | Added |
| Bouchey Financial Group Ltd | 34,007 | $424.0K | 0.06% | +34,007 | New |
| Diligent Investors, LLC | 34,050 | $424.6K | 0.13% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 34,271 | $427.4K | 0.07% | −72,290−67.8% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 34,421 | $429.2K | 0.16% | −17,107−33.2% | Reduced |
| Berkshire Asset Management LLC | 34,579 | $431.2K | 0.03% | 00.0% | Unchanged |
| Argent Trust Co | 34,760 | $433.5K | 0.03% | +34,760 | New |
| Sound View Wealth Advisors Group, LLC | 34,931 | $435.6K | 0.06% | −15,091−30.2% | Reduced |
| Camelot Portfolios, LLC | 34,935 | $435.6K | 0.30% | +38+0.1% | Added |
| MidWestOne Financial Group, Inc. | 35,494 | $442.6K | 0.10% | +23,452+194.8% | Added |
| WR Wealth Planners, LLC | 35,852 | $447.1K | 0.19% | +35,852 | New |
| Visionary Wealth Advisors | 35,994 | $448.8K | 0.04% | +364+1.0% | Added |
| Neville Rodie & Shaw Inc | 36,635 | $457.0K | 0.04% | −6,812−15.7% | Reduced |
| Arete Wealth Advisors, LLC | 36,648 | $457.0K | 0.04% | +1,777+5.1% | Added |
| Wescott Financial Advisory Group, LLC | 37,026 | $461.7K | 0.10% | +842+2.3% | Added |
| Gould Asset Management LLC | 37,306 | $465.2K | 0.13% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 37,348 | $465.7K | 0.02% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 37,367 | $466.0K | 0.33% | +37,367 | New |
| Naples Global Advisors, LLC | 37,500 | $467.6K | 0.06% | +2,700+7.8% | Added |
| S. R. Schill & Associates | 37,770 | $471.0K | 0.22% | +20,194+114.9% | Added |
| BigSur Wealth Management LLC | 38,001 | $473.9K | 0.22% | +10.0% | Added |
| XML Financial, LLC | 38,144 | $475.7K | 0.06% | +127+0.3% | Added |
| Eudaimonia Advisors LLC | 39,037 | $486.8K | 0.33% | +200+0.5% | Added |
| Cowen Prime Advisors LLC | 38,000 | $489.0K | 0.20% | +500+1.3% | Added |
| Lee Financial Co | 39,582 | $493.6K | 0.08% | −125,624−76.0% | Reduced |
| Quaker Capital Investments, LLC | 40,000 | $498.8K | 0.20% | 00.0% | Unchanged |
| Doliver Advisors, LP | 40,374 | $503.5K | 0.16% | −500−1.2% | Reduced |
| Waterfront Wealth Inc. | 40,485 | $504.9K | 0.16% | +100.0% | Added |
| Mather Group, LLC. | 40,512 | $505.2K | 0.01% | −868−2.1% | Reduced |
| Partners Group Holding AG | 40,558 | $505.8K | 0.04% | −4,279−9.5% | Reduced |
| Morton Capital Management LLC | 40,570 | $505.9K | 0.18% | +3,480+9.4% | Added |
| IFG Advisory, LLC | 40,757 | $508.2K | 0.05% | +6,041+17.4% | Added |
| FDx Advisors, Inc. | 42,887 | $509.0K | 0.02% | 00.0% | Unchanged |
| Clarus Group, Inc. | 41,053 | $511.9K | 0.48% | −20,094−32.9% | Reduced |
| Alden Global Capital LLC | 41,117 | $512.7K | 1.71% | +41,117 | New |
| Modus Advisors, LLC | 41,302 | $515.0K | 0.24% | 00.0% | Unchanged |
| Advisor OS, LLC | 41,334 | $515.4K | 0.12% | 00.0% | Unchanged |
| BBR Partners, LLC | 41,450 | $516.9K | 0.06% | +4,660+12.7% | Added |
| Oak Harvest Investment Services | 41,602 | $518.8K | 0.12% | +92+0.2% | Added |
| MMBG Investment Advisors Co. | 41,905 | $522.6K | 0.07% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 40,660 | $523.7K | 0.16% | +40,660 | New |
| Southland Equity Partners LLC | 42,330 | $527.9K | 0.21% | −250−0.6% | Reduced |
| HWG Holdings LP | 42,409 | $528.8K | 0.30% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 42,876 | $534.7K | 0.34% | +200.0% | Added |
| SkyView Investment Advisors, LLC | 42,876 | $535.0K | 0.13% | +200.0% | Added |