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 |
|---|---|---|---|---|---|
| Formidable Asset Management, LLC | 77,702 | $969.0K | 0.20% | +12,980+20.1% | Added |
| Dynamic Advisor Solutions LLC | 78,128 | $974.3K | 0.06% | +16,858+27.5% | Added |
| Moody National Bank Trust Division | 79,491 | $991.3K | 0.08% | +519+0.7% | Added |
| Parkwood LLC | 79,669 | $993.0K | 0.18% | −3,019−3.7% | Reduced |
| Founders Financial Securities LLC | 80,053 | $998.3K | 0.14% | +1,702+2.2% | Added |
| Congress Wealth Management LLC | 81,100 | $1.01M | 0.02% | −10,000−11.0% | Reduced |
| Ziegler Capital Management, LLC | 81,411 | $1.02M | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 82,022 | $1.02M | 0.04% | +19,032+30.2% | Added |
| First Dallas Securities Inc. | 82,424 | $1.03M | 0.61% | +6,300+8.3% | Added |
| Millennium Capital Advisors, LLC | 83,096 | $1.04M | 0.93% | +2,560+3.2% | Added |
| Geneos Wealth Management Inc. | 83,729 | $1.04M | 0.06% | −3,479−4.0% | Reduced |
| Summit Financial Strategies, Inc. | 84,107 | $1.05M | 0.21% | +100+0.1% | Added |
| Bahl & Gaynor Inc | 84,800 | $1.06M | 0.01% | +72,000+562.5% | Added |
| Bridges Investment Management Inc | 85,260 | $1.06M | 0.04% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 85,396 | $1.06M | 0.03% | +9,834+13.0% | Added |
| Main Street Financial Solutions, LLC | 85,409 | $1.07M | 0.16% | +267+0.3% | Added |
| MML Investors Services, LLC | 85,869 | $1.07M | 0.01% | −15,799−15.5% | Reduced |
| Wall Street Access Asset Management, LLC | 86,185 | $1.07M | 0.71% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 86,649 | $1.08M | 0.61% | +126+0.1% | Added |
| Legacy Advisors, LLC | 87,721 | $1.09M | 0.20% | 00.0% | Unchanged |
| Ninepoint Partners LP | 89,445 | $1.12M | 0.15% | +23,346+35.3% | Added |
| Sigma Planning Corp | 89,565 | $1.12M | 0.04% | +1,774+2.0% | Added |
| Quadrant Capital Group LLC | 91,193 | $1.14M | 0.12% | +82,266+921.5% | Added |
| Sonora Investment Management Group, LLC | 91,633 | $1.14M | 0.10% | −7,200−7.3% | Reduced |
| Avidian Wealth Solutions, LLC | 91,791 | $1.14M | 0.06% | +16,257+21.5% | Added |
| Foundations Investment Advisors, LLC | 93,186 | $1.16M | 0.04% | +2,913+3.2% | Added |
| Lido Advisors, LLC | 93,408 | $1.16M | 0.02% | +51,418+122.5% | Added |
| Atria Investments LLC | 94,123 | $1.17M | 0.02% | −3,365−3.5% | Reduced |
| Haverford Trust Co | 94,128 | $1.17M | 0.01% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 94,307 | $1.18M | 0.39% | +30.0% | Added |
| Change Path, LLC | 94,636 | $1.18M | 0.06% | +4,963+5.5% | Added |
| Selway Asset Management | 95,400 | $1.19M | 0.57% | −34,300−26.4% | Reduced |
| Cerity Partners LLC | 96,210 | $1.20M | 0.01% | +19,349+25.2% | Added |
| Alpine Woods Capital Investors, LLC | 97,000 | $1.21M | 0.18% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 98,149 | $1.22M | 0.10% | +5,110+5.5% | Added |
| Intellectus Partners, LLC | 98,646 | $1.23M | 0.39% | −3,476−3.4% | Reduced |
| Van Eck Associates Corp | 99,440 | $1.24M | 0.00% | −16,096−13.9% | Reduced |
| Taconic Capital Advisors LP | 100,000 | $1.25M | 0.08% | 00.0% | Unchanged |
| Jump Financial, LLC | 102,000 | $1.27M | 0.05% | −356,640−77.8% | Reduced |
| Bank of New York Mellon Corp | 103,053 | $1.29M | 0.00% | +1,716+1.7% | Added |
| TCW Group Inc | 103,400 | $1.29M | 0.02% | 00.0% | Unchanged |
| Rockwood Wealth Management, LLC | 103,668 | $1.29M | 0.26% | −300−0.3% | Reduced |
| Jacobi Capital Management LLC | 103,758 | $1.29M | 0.15% | +3,248+3.2% | Added |
| Agf Management Ltd | 104,389 | $1.30M | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 104,432 | $1.30M | 0.04% | +25,398+32.1% | Added |
| Aull & Monroe Investment Management Corp | 104,736 | $1.31M | 0.67% | −2,496−2.3% | Reduced |
| Chapin Davis, Inc. | 106,495 | $1.33M | 0.69% | +13,894+15.0% | Added |
| Brookstone Capital Management | 104,125 | $1.34M | 0.03% | +37,977+57.4% | Added |
| Edge Capital Group, LLC | 107,621 | $1.34M | 0.08% | +6,317+6.2% | Added |
| Springhouse Capital Management, LP | 107,700 | $1.34M | 2.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 108,692 | $1.36M | 0.00% | +3,461+3.3% | Added |
| Griffin Asset Management, Inc. | 108,788 | $1.36M | 0.19% | +1,490+1.4% | Added |
| Marex Group plc | 109,400 | $1.36M | 0.18% | −60,300−35.5% | Reduced |
| Verger Capital Management LLC | 110,000 | $1.37M | 0.74% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 111,477 | $1.39M | 0.14% | +8,060+7.8% | Added |
| Albert D Mason Inc | 111,889 | $1.40M | 0.97% | −330.0% | Reduced |
| Cannell Peter B & Co Inc | 113,900 | $1.42M | 0.05% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 115,782 | $1.44M | 0.02% | +14,659+14.5% | Added |
| New Republic Capital, LLC | 115,951 | $1.45M | 1.09% | +100,000+626.9% | Added |
| Matrix Private Capital Group LLC | 117,234 | $1.46M | 1.01% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 117,904 | $1.47M | 1.30% | +117,904 | New |
| AE Wealth Management LLC | 118,749 | $1.48M | 0.01% | +22,500+23.4% | Added |
| Fifth Third Bancorp | 119,177 | $1.49M | 0.01% | +1,127+1.0% | Added |
| Lindbrook Capital, LLC | 120,487 | $1.50M | 0.18% | −8,091−6.3% | Reduced |
| Aveo Capital Partners, LLC | 122,202 | $1.52M | 0.20% | +11,562+10.5% | Added |
| HighTower Trust Services, LTA | 121,518 | $1.53M | 0.15% | −755−0.6% | Reduced |
| Guggenheim Capital LLC | 122,855 | $1.53M | 0.01% | +3,937+3.3% | Added |
| Cullen/Frost Bankers, Inc. | 123,173 | $1.54M | 0.03% | +2,643+2.2% | Added |
| Wellington Shields Capital Management, LLC | 123,372 | $1.54M | 0.19% | +9,000+7.9% | Added |
| Pinnacle Holdings, LLC | 124,770 | $1.56M | 0.72% | +265+0.2% | Added |
| Chiron Capital Management, LLC | 125,650 | $1.57M | 1.09% | −900−0.7% | Reduced |
| Redwood Wealth Management Group, LLC | 127,131 | $1.59M | 1.80% | +5,961+4.9% | Added |
| Cobblestone Capital Advisors LLC | 128,274 | $1.60M | 0.12% | 00.0% | Unchanged |
| Madison Wealth Management | 61,885 | $1.61M | 0.35% | +14,085+29.5% | Added |
| Nokomis Capital, L.L.C. | 128,979 | $1.61M | 0.66% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 130,000 | $1.62M | 1.11% | +59,600+84.7% | Added |
| Green Square Capital Advisors LLC | 133,469 | $1.66M | 0.22% | +10,063+8.2% | Added |
| Penn Mutual Asset Management, LLC | 133,500 | $1.66M | 1.58% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 132,096 | $1.67M | 0.09% | +13,449+11.3% | Added |
| Mercer Global Advisors Inc | 134,640 | $1.68M | 0.01% | +19,290+16.7% | Added |
| Wolverine Trading, LLC | 135,176 | $1.68M | 0.05% | +102,905+318.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 136,000 | $1.70M | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 136,954 | $1.71M | 0.01% | +6,915+5.3% | Added |
| Moneta Group Investment Advisors LLC | 137,460 | $1.71M | 0.04% | +18,260+15.3% | Added |
| Secure Asset Management, LLC | 137,521 | $1.71M | 0.57% | +4,050+3.0% | Added |
| Outfitter Financial LLC | 137,762 | $1.72M | 1.55% | −416−0.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 137,897 | $1.72M | 0.00% | +4,072+3.0% | Added |
| Northeast Financial Consultants Inc | 140,522 | $1.75M | 0.11% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 140,767 | $1.75M | 0.06% | −3,690−2.6% | Reduced |
| Wealthcare Advisory Partners LLC | 142,185 | $1.77M | 0.08% | −537−0.4% | Reduced |
| Independent Advisor Alliance | 146,301 | $1.82M | 0.09% | −5,435−3.6% | Reduced |
| Autumn Glory Partners, LLC | 146,499 | $1.83M | 1.56% | −3,860−2.6% | Reduced |
| Callodine Capital Management, LP | 150,000 | $1.87M | 0.55% | −75,000−33.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 152,003 | $1.90M | 0.50% | +3,105+2.1% | Added |
| Lincoln National Corp | 155,052 | $1.93M | 0.04% | +29,322+23.3% | Added |
| Howard Financial Services, Ltd. | 158,669 | $1.98M | 0.48% | +632+0.4% | Added |
| Aurora Private Wealth, Inc. | 160,828 | $2.01M | 2.14% | +2,320+1.5% | Added |
| Monticello Wealth Management, LLC | 170,248 | $2.02M | 0.22% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 162,310 | $2.02M | 0.12% | +8,013+5.2% | Added |
| Kornitzer Capital Management Inc | 162,600 | $2.03M | 0.04% | 00.0% | Unchanged |