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 |
|---|---|---|---|---|---|
| Reuter James Wealth Management, LLC | 42,908 | $535.1K | 0.37% | +162+0.4% | Added |
| Pinnacle Financial Partners Inc | 43,511 | $542.6K | 0.01% | −830−1.9% | Reduced |
| Stratos Wealth Advisors, LLC | 43,837 | $546.7K | 0.04% | +1,690+4.0% | Added |
| Sawtooth Solutions, LLC | 44,574 | $555.8K | 0.01% | +44,574 | New |
| Level Four Advisory Services, LLC | 44,993 | $561.1K | 0.04% | −22,502−33.3% | Reduced |
| Empire Financial Management Company, LLC | 45,500 | $567.4K | 0.23% | +45,500 | New |
| Cascade Investment Group, Inc. | 45,661 | $569.4K | 0.56% | +7,500+19.7% | Added |
| KCM Investment Advisors LLC | 45,700 | $569.9K | 0.02% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 45,780 | $570.9K | 0.18% | −3,090−6.3% | Reduced |
| Thrive Wealth Management, LLC | 46,034 | $574.0K | 0.15% | 00.0% | Unchanged |
| Banco Santander, S.A. | 46,193 | $576.0K | 0.01% | −31,029−40.2% | Reduced |
| BancorpSouth Bank | 46,245 | $576.7K | 0.05% | 00.0% | Unchanged |
| PFG Investments, LLC | 46,339 | $577.8K | 0.12% | +46,339 | New |
| BCJ Capital Management, LLC | 46,449 | $579.2K | 0.05% | +14,399+44.9% | Added |
| Davenport & Co LLC | 46,790 | $583.5K | 0.00% | +1,346+3.0% | Added |
| Huntington National Bank | 46,896 | $584.8K | 0.01% | +1,603+3.5% | Added |
| Compass Financial Group, INC | 47,244 | $589.1K | 0.19% | +501+1.1% | Added |
| Samalin Investment Counsel, LLC | 48,098 | $599.8K | 0.36% | +250+0.5% | Added |
| Kingsview Wealth Management, LLC | 48,762 | $608.1K | 0.03% | +7,397+17.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 48,929 | $610.1K | 0.05% | −2,061−4.0% | Reduced |
| Archford Capital Strategies, LLC | 47,992 | $612.4K | 0.13% | +3,381+7.6% | Added |
| Wellington Shields & Co., LLC | 49,348 | $615.4K | 0.14% | 00.0% | Unchanged |
| F&V Capital Management, LLC | 49,547 | $618.0K | 0.21% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 49,719 | $620.0K | 0.17% | +1,156+2.4% | Added |
| Ameritas Advisory Services, LLC | 49,621 | $621.5K | 0.03% | +16,052+47.8% | Added |
| Bridgewater Advisors Inc. | 50,151 | $625.4K | 0.14% | +190.0% | Added |
| Avion Wealth | 52,941 | $628.0K | 0.17% | +27+0.1% | Added |
| Equitable Holdings, Inc. | 50,467 | $629.3K | 0.01% | +11,645+30.0% | Added |
| Wagner Wealth Management, LLC | 50,484 | $629.5K | 0.29% | +4,820+10.6% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 51,336 | $640.2K | 0.36% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 51,448 | $641.6K | 0.01% | +51,448 | New |
| Covenant Asset Management, LLC | 51,741 | $645.2K | 0.21% | +26,725+106.8% | Added |
| Buckingham Strategic Wealth, LLC | 54,474 | $646.6K | 0.01% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 52,000 | $648.4K | 0.05% | 00.0% | Unchanged |
| Holderness Investments Co | 52,233 | $651.3K | 0.26% | +200+0.4% | Added |
| Snowden Capital Advisors LLC | 52,307 | $652.3K | 0.03% | +17,339+49.6% | Added |
| First Manhattan Co | 53,000 | $660.9K | 0.00% | −11,816−18.2% | Reduced |
| Gagnon Securities LLC | 53,445 | $666.5K | 0.14% | +76+0.1% | Added |
| HFG Advisors, Inc. | 53,485 | $667.0K | 0.76% | +8,770+19.6% | Added |
| Principal Street Partners, LLC | 53,543 | $667.7K | 0.17% | −3,499−6.1% | Reduced |
| Pinnacle Associates Ltd | 53,886 | $672.0K | 0.01% | −962−1.8% | Reduced |
| BLB&B Advisors, LLC | 53,972 | $673.0K | 0.05% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 55,370 | $690.5K | 0.12% | −4,050−6.8% | Reduced |
| Teamwork Financial Advisors, LLC | 55,494 | $692.0K | 0.13% | +2,704+5.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 55,501 | $692.1K | 0.00% | −1,068−1.9% | Reduced |
| Olistico Wealth, LLC | 56,000 | $698.3K | 0.67% | 00.0% | Unchanged |
| Wealth Alliance | 56,131 | $699.9K | 0.11% | +12,626+29.0% | Added |
| GYL Financial Synergies, LLC | 56,487 | $704.4K | 0.08% | +56,487 | New |
| FourThought Financial Partners, LLC | 57,976 | $723.0K | 0.10% | +102+0.2% | Added |
| Transcend Wealth Collective, LLC | 58,464 | $729.1K | 0.08% | +36,008+160.3% | Added |
| Personal Cfo Solutions, LLC | 59,255 | $738.9K | 0.15% | +10,037+20.4% | Added |
| Platform Technology Partners | 59,375 | $740.4K | 0.37% | −2,732−4.4% | Reduced |
| Nilsine Partners, LLC | 59,395 | $740.7K | 0.12% | +59,395 | New |
| Wedbush Securities Inc | 59,428 | $741.0K | 0.04% | −1,710−2.8% | Reduced |
| RMB Capital Management, LLC | 59,466 | $741.5K | 0.03% | +1,534+2.6% | Added |
| Pointe Capital Management LLC | 59,524 | $742.3K | 0.54% | −1,750−2.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 59,537 | $742.4K | 0.14% | 00.0% | Unchanged |
| EJF Capital LLC | 60,000 | $748.2K | 0.28% | 00.0% | Unchanged |
| StoneX Group Inc. | 60,048 | $748.8K | 0.08% | +15,781+35.6% | Added |
| Western Wealth Management, LLC | 60,118 | $749.7K | 0.07% | +12,601+26.5% | Added |
| Cutler Group LP | 61,093 | $761.0K | 0.12% | +12,705+26.3% | Added |
| Meridian Wealth Advisors, LLC | 61,054 | $761.3K | 0.19% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 61,192 | $763.1K | 0.01% | +717+1.2% | Added |
| Finer Wealth Management, Inc. | 61,334 | $764.8K | 0.65% | +23,547+62.3% | Added |
| Pensionmark Financial Group, LLC | 61,917 | $772.1K | 0.16% | +3,000+5.1% | Added |
| PFG Advisors | 62,008 | $773.2K | 0.06% | −15,501−20.0% | Reduced |
| Anchor Investment Management, LLC | 62,130 | $774.8K | 0.11% | +5,500+9.7% | Added |
| Donoghue Forlines LLC | 62,318 | $777.1K | 0.28% | −6,412−9.3% | Reduced |
| Ieq Capital, LLC | 62,446 | $778.7K | 0.02% | +15,906+34.2% | Added |
| Independent Wealth Network Inc. | 62,710 | $782.0K | 0.50% | −1,734−2.7% | Reduced |
| Stockman Wealth Management, Inc. | 62,868 | $784.0K | 0.18% | +1,000+1.6% | Added |
| Aj Wealth Strategies, LLC | 63,015 | $785.8K | 0.04% | +1,144+1.8% | Added |
| Quantum Private Wealth, LLC | 65,192 | $812.9K | 0.44% | −356−0.5% | Reduced |
| Monetary Management Group Inc | 66,000 | $823.0K | 0.24% | +2,000+3.1% | Added |
| Linscomb & Williams, Inc. | 66,191 | $825.4K | 0.04% | −33,242−33.4% | Reduced |
| US Bancorp | 66,292 | $826.7K | 0.00% | −8,833−11.8% | Reduced |
| HSBC Holdings PLC | 66,811 | $829.1K | 0.00% | +5,159+8.4% | Added |
| NewEdge Wealth, LLC | 67,248 | $838.6K | 0.03% | +19,361+40.4% | Added |
| Argent Advisors, Inc. | 68,093 | $849.1K | 0.41% | +825+1.2% | Added |
| Virtus ETF Advisers LLC | 68,214 | $850.6K | 0.47% | +4,309+6.7% | Added |
| Exencial Wealth Advisors, LLC | 68,663 | $856.2K | 0.04% | +330.0% | Added |
| Intrua Financial, LLC | 69,740 | $859.2K | 0.18% | +25,572+57.9% | Added |
| Meridian Wealth Management, LLC | 69,348 | $864.8K | 0.08% | +13,199+23.5% | Added |
| Stokes Family Office, LLC | 69,530 | $867.0K | 0.11% | −870−1.2% | Reduced |
| InterOcean Capital Group, LLC | 70,422 | $878.2K | 0.03% | +27,049+62.4% | Added |
| Gibraltar Capital Management, Inc. | 71,361 | $889.9K | 0.42% | +3,815+5.6% | Added |
| Mutual Advisors, LLC | 71,392 | $890.3K | 0.04% | +7,192+11.2% | Added |
| Oxbow Advisors, LLC | 71,766 | $894.9K | 0.16% | +4,025+5.9% | Added |
| XTX Topco Ltd | 72,179 | $900.1K | 0.19% | −8,387−10.4% | Reduced |
| Conning Inc. | 72,572 | $905.0K | 0.03% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 72,785 | $907.6K | 0.41% | +19,931+37.7% | Added |
| GFG Capital, LLC | 76,990 | $913.9K | 0.21% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 74,704 | $931.6K | 0.13% | +359+0.5% | Added |
| First Pacific Advisors, LP | 75,000 | $935.3K | 0.01% | −50,000−40.0% | Reduced |
| National Bank of Canada | 75,528 | $942.1K | 0.00% | +692+0.9% | Added |
| Capital Advisors Inc | 75,973 | $947.4K | 0.03% | −309,208−80.3% | Reduced |
| Chase Investment Counsel Corp | 76,754 | $957.0K | 0.53% | +76,754 | New |
| Donaldson Capital Management, LLC | 76,788 | $957.5K | 0.05% | +2,610+3.5% | Added |
| Parsec Financial Management, Inc. | 77,339 | $964.4K | 0.04% | +111+0.1% | Added |
| McAdam, LLC | 77,619 | $967.9K | 0.09% | +77,619 | New |