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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 162,666 | $2.03M | 0.10% | +49,915+44.3% | Added |
| Icon Wealth Partners, LLC | 163,580 | $2.04M | 0.22% | +163,580 | New |
| Pacer Advisors, Inc. | 163,677 | $2.04M | 0.01% | −1,478−0.9% | Reduced |
| Wealthspire Advisors, LLC | 164,125 | $2.05M | 0.04% | +4,087+2.6% | Added |
| Silvercrest Asset Management Group LLC | 165,875 | $2.07M | 0.02% | −570−0.3% | Reduced |
| United Capital Financial Advisers, LLC | 165,985 | $2.07M | 0.01% | −23,652−12.5% | Reduced |
| Cetera Investment Advisers | 166,450 | $2.08M | 0.02% | −4,425−2.6% | Reduced |
| Fort Sheridan Advisors LLC | 166,723 | $2.08M | 0.53% | +75,733+83.2% | Added |
| Beverly Hills Private Wealth, LLC | 167,824 | $2.09M | 0.65% | +113,071+206.5% | Added |
| Oppenheimer Asset Management Inc. | 171,277 | $2.14M | 0.03% | +14,017+8.9% | Added |
| Botty Investors LLC | 172,570 | $2.15M | 0.94% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 175,197 | $2.16M | 0.18% | +2,158+1.2% | Added |
| Belpointe Asset Management LLC | 173,126 | $2.16M | 0.12% | +29,915+20.9% | Added |
| Veritable, L.P. | 173,302 | $2.16M | 0.04% | +14,800+9.3% | Added |
| Basso Capital Management, L.P. | 173,550 | $2.16M | 2.09% | +4,850+2.9% | Added |
| Horizon Kinetics Asset Management LLC | 175,580 | $2.19M | 0.04% | −5,526−3.1% | Reduced |
| Harbour Investments, Inc. | 175,661 | $2.19M | 0.12% | +14,840+9.2% | Added |
| Sunbelt Securities, Inc. | 177,471 | $2.21M | 0.36% | +13,676+8.3% | Added |
| M&T Bank Corp | 179,398 | $2.24M | 0.01% | +23,317+14.9% | Added |
| True North Advisors, LLC | 180,609 | $2.25M | 0.67% | +180,609 | New |
| Claybrook Capital, LLC | 181,845 | $2.27M | 1.27% | 00.0% | Unchanged |
| Northern Trust Corp | 182,150 | $2.27M | 0.00% | +25,027+15.9% | Added |
| Franklin Resources Inc | 183,335 | $2.29M | 0.00% | +12,200+7.1% | Added |
| Apollon Wealth Management, LLC | 189,274 | $2.36M | 0.14% | +29,216+18.3% | Added |
| Ingalls & Snyder LLC | 193,092 | $2.41M | 0.12% | −1,154−0.6% | Reduced |
| Advisory Services Network, LLC | 193,925 | $2.42M | 0.07% | +19,267+11.0% | Added |
| Cutter & CO Brokerage, Inc. | 194,950 | $2.43M | 0.76% | +52,236+36.6% | Added |
| Lavaca Capital LLC | 198,336 | $2.48M | 0.58% | +200+0.1% | Added |
| Institutional & Family Asset Management, LLC | 199,048 | $2.48M | 0.41% | +56,930+40.1% | Added |
| Group One Trading, L.P. | 199,795 | $2.49M | 0.12% | −83,412−29.5% | Reduced |
| Bluefin Capital Management, LLC | – | $2.51M | 0.35% | – | – |
| Keebeck Wealth Management, LLC | 202,360 | $2.52M | 0.41% | +49,819+32.7% | Added |
| Jefferies Financial Group Inc. | 209,007 | $2.61M | 0.06% | +480+0.2% | Added |
| SG Americas Securities, LLC | 211,345 | $2.63M | 0.04% | −55,738−20.9% | Reduced |
| Venture Visionary Partners LLC | 211,550 | $2.64M | 0.17% | −207−0.1% | Reduced |
| Advisor Resource Council | 216,643 | $2.72M | 0.68% | +8,985+4.3% | Added |
| Prospera Financial Services Inc | 219,194 | $2.73M | 0.11% | +2,004+0.9% | Added |
| Northern Right Capital Management, L.P. | 221,897 | $2.77M | 1.40% | −338,829−60.4% | Reduced |
| Cetera Advisors LLC | 224,436 | $2.80M | 0.05% | −46,998−17.3% | Reduced |
| American Assets Investment Management, LLC | 225,800 | $2.82M | 0.32% | +125,800+125.8% | Added |
| Advisors Asset Management, Inc. | 227,539 | $2.84M | 0.06% | −39,808−14.9% | Reduced |
| Old North State Wealth Management, LLC | 232,744 | $2.90M | 2.72% | +6,914+3.1% | Added |
| Envestnet Asset Management Inc | 233,589 | $2.91M | 0.00% | +14,134+6.4% | Added |
| Fortem Financial Group, LLC | 240,627 | $3.00M | 1.95% | +3,509+1.5% | Added |
| CWM, LLC | 242,149 | $3.02M | 0.02% | +158,128+188.2% | Added |
| 180 Wealth Advisors, LLC | 243,923 | $3.04M | 0.71% | −4,156−1.7% | Reduced |
| Stratos Wealth Partners, LTD. | 245,250 | $3.06M | 0.08% | +4,938+2.1% | Added |
| Fort Washington Investment Advisors Inc | 245,296 | $3.06M | 0.02% | −22,500−8.4% | Reduced |
| Cercano Management LLC | 245,925 | $3.07M | 0.12% | +229,000+1,353.0% | Added |
| Americana Partners, LLC | 245,957 | $3.07M | 0.48% | +63,946+35.1% | Added |
| Nuveen Asset Management, LLC | 254,034 | $3.17M | 0.00% | −5,057−2.0% | Reduced |
| Pin Oak Investment Advisors Inc | 254,196 | $3.17M | 3.92% | −200−0.1% | Reduced |
| ProShare Advisors LLC | 254,962 | $3.18M | 0.01% | +254,962 | New |
| Brown Advisory Inc | 256,107 | $3.19M | 0.01% | +10,150+4.1% | Added |
| PSI Advisors, LLC | 263,146 | $3.28M | 1.58% | −100.0% | Reduced |
| Bourgeon Capital Management LLC | 263,995 | $3.29M | 0.78% | −1,500−0.6% | Reduced |
| Capital Investment Advisors, LLC | 265,191 | $3.31M | 0.10% | +14,281+5.7% | Added |
| Lake Street Financial LLC | 265,208 | $3.31M | 0.62% | +18,687+7.6% | Added |
| Crescent Grove Advisors, LLC | 265,672 | $3.31M | 0.38% | +56,161+26.8% | Added |
| Fairholme Capital Management LLC | 268,700 | $3.35M | 0.28% | 00.0% | Unchanged |
| Concorde Financial Corp | 269,129 | $3.36M | 2.45% | +269,129 | New |
| Knollwood Investment Advisory, LLC | 270,000 | $3.37M | 1.16% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 271,704 | $3.39M | 0.68% | 00.0% | Unchanged |
| Calamos Advisors LLC | 272,025 | $3.39M | 0.02% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 273,130 | $3.41M | 0.50% | −151,921−35.7% | Reduced |
| International Assets Investment Management, LLC | 273,988 | $3.42M | 0.50% | −8,379−3.0% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 278,334 | $3.47M | 3.06% | +12,971+4.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 281,699 | $3.51M | 0.41% | +3,259+1.2% | Added |
| Terril Brothers, Inc. | 286,050 | $3.57M | 1.68% | 00.0% | Unchanged |
| Difesa Capital Management, LP | 286,375 | $3.57M | 3.37% | −375−0.1% | Reduced |
| First Trust Advisors LP | 287,258 | $3.58M | 0.00% | +8,602+3.1% | Added |
| Steward Partners Investment Advisory, LLC | 287,542 | $3.59M | 0.06% | +21,403+8.0% | Added |
| Clear Street Markets LLC | 289,600 | $3.61M | 1.00% | −142,300−32.9% | Reduced |
| Integrated Wealth Concepts LLC | 290,442 | $3.62M | 0.07% | +228,987+372.6% | Added |
| Baldwin Brothers Inc | 295,729 | $3.69M | 0.32% | +16,300+5.8% | Added |
| Ameriprise Financial Inc | 301,214 | $3.76M | 0.00% | +11,673+4.0% | Added |
| D.A. Davidson & Co. | 302,113 | $3.77M | 0.04% | +117,476+63.6% | Added |
| Connectus Wealth, LLC | 302,208 | $3.77M | 0.09% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 307,302 | $3.83M | 0.40% | +1,640+0.5% | Added |
| GWM Advisors LLC | 315,660 | $3.94M | 0.05% | +43,372+15.9% | Added |
| Simplex Trading, LLC | 316,896 | $3.95M | 0.18% | −80,390−20.2% | Reduced |
| The PNC Financial Services Group, Inc. | 325,347 | $4.06M | 0.00% | −3,992−1.2% | Reduced |
| ORG Partners LLC | 324,538 | $4.06M | 0.99% | +324,538 | New |
| Beacon Pointe Advisors, LLC | 325,855 | $4.06M | 0.07% | +1,943+0.6% | Added |
| Great Valley Advisor Group, Inc. | 327,860 | $4.09M | 0.19% | −135,602−29.3% | Reduced |
| Atria Wealth Solutions, Inc. | 337,948 | $4.21M | 0.06% | −111,796−24.9% | Reduced |
| Janney Montgomery Scott LLC | 345,786 | $4.31M | 0.02% | −16,015−4.4% | Reduced |
| Key Colony Management, LLC | 355,000 | $4.43M | 3.73% | 00.0% | Unchanged |
| SL Advisors, LLC | 355,960 | $4.44M | 9.52% | −35,380−9.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 358,725 | $4.47M | 0.69% | +21,154+6.3% | Added |
| Cetera Advisor Networks LLC | 360,394 | $4.49M | 0.03% | +26,784+8.0% | Added |
| Cumberland Partners Ltd | 366,705 | $4.57M | 0.45% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 371,527 | $4.63M | 0.36% | −81,050−17.9% | Reduced |
| DCF Advisers, LLC | 374,000 | $4.66M | 3.44% | +6,500+1.8% | Added |
| Goldentree Asset Management LP | 378,307 | $4.72M | 0.44% | −200,100−34.6% | Reduced |
| Salem Investment Counselors Inc | 379,474 | $4.73M | 0.19% | 00.0% | Unchanged |
| Granby Capital Management, LLC | 400,000 | $4.99M | 4.94% | 00.0% | Unchanged |
| Blair William & Co | 403,561 | $5.03M | 0.02% | +31,561+8.5% | Added |
| Moors & Cabot, Inc. | 404,380 | $5.04M | 0.35% | −1,472−0.4% | Reduced |
| Cutler Capital Management, LLC | 411,847 | $5.14M | 2.29% | +9,640+2.4% | Added |