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; 1,303 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
- 931
- +37 vs. Q4 2022
- Shares held
- 1.10B
- −57.4M (−5.0%) vs. Q4 2022
- Total value
- $13.8B
- +$77.3M (+0.6%) vs. Q4 2022
- New holders
- 93
- 382 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 | 1,303 | $21.1B |
| Q1 2026 | 1,303 | $20.9B |
| Q4 2025 | 1,261 | $16.9B |
| Q3 2025 | 1,225 | $17.9B |
| Q2 2025 | 1,234 | $19.6B |
| Q1 2025 | 1,214 | $20.5B |
| Q4 2024 | 1,205 | $22.4B |
| Q3 2024 | 1,099 | $18.1B |
| Q2 2024 | 1,080 | $18.2B |
| Q1 2024 | 1,058 | $17.7B |
| Q4 2023 | 1,055 | $15.8B |
| Q3 2023 | 964 | $15.1B |
| Q2 2023 | 954 | $13.7B |
| Q1 2023 | 931 | $13.8B |
| Q4 2022 | 914 | $13.7B |
| Q3 2022 | 853 | $13.0B |
| Q2 2022 | 844 | $12.0B |
| Q1 2022 | 828 | $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 |
|---|---|---|---|---|---|
| Change Path, LLC | 94,636 | $1.18M | 0.06% | +4,963+5.5% | Added |
| LexAurum Advisors, LLC | 94,307 | $1.18M | 0.39% | +30.0% | Added |
| Haverford Trust Co | 94,128 | $1.17M | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 94,123 | $1.17M | 0.02% | −3,365−3.5% | Reduced |
| Lido Advisors, LLC | 93,408 | $1.16M | 0.02% | +51,418+122.5% | Added |
| Foundations Investment Advisors, LLC | 93,186 | $1.16M | 0.04% | +2,913+3.2% | Added |
| Avidian Wealth Solutions, LLC | 91,791 | $1.14M | 0.06% | +16,257+21.5% | Added |
| Sonora Investment Management Group, LLC | 91,633 | $1.14M | 0.10% | −7,200−7.3% | Reduced |
| Quadrant Capital Group LLC | 91,193 | $1.14M | 0.12% | +82,266+921.5% | Added |
| Sigma Planning Corp | 89,565 | $1.12M | 0.04% | +1,774+2.0% | Added |
| Ninepoint Partners LP | 89,445 | $1.12M | 0.15% | +23,346+35.3% | Added |
| Legacy Advisors, LLC | 87,721 | $1.09M | 0.20% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 86,649 | $1.08M | 0.61% | +126+0.1% | Added |
| Wall Street Access Asset Management, LLC | 86,185 | $1.07M | 0.71% | 00.0% | Unchanged |
| MML Investors Services, LLC | 85,869 | $1.07M | 0.01% | −15,799−15.5% | Reduced |
| Main Street Financial Solutions, LLC | 85,409 | $1.07M | 0.16% | +267+0.3% | Added |
| Avalon Investment & Advisory | 85,396 | $1.06M | 0.03% | +9,834+13.0% | Added |
| Bridges Investment Management Inc | 85,260 | $1.06M | 0.04% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 84,800 | $1.06M | 0.01% | +72,000+562.5% | Added |
| Summit Financial Strategies, Inc. | 84,107 | $1.05M | 0.21% | +100+0.1% | Added |
| Geneos Wealth Management Inc. | 83,729 | $1.04M | 0.06% | −3,479−4.0% | Reduced |
| Millennium Capital Advisors, LLC | 83,096 | $1.04M | 0.93% | +2,560+3.2% | Added |
| First Dallas Securities Inc. | 82,424 | $1.03M | 0.61% | +6,300+8.3% | Added |
| Spire Wealth Management | 82,022 | $1.02M | 0.04% | +19,032+30.2% | Added |
| Ziegler Capital Management, LLC | 81,411 | $1.02M | 0.04% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 81,100 | $1.01M | 0.02% | −10,000−11.0% | Reduced |
| Founders Financial Securities LLC | 80,053 | $998.3K | 0.14% | +1,702+2.2% | Added |
| Parkwood LLC | 79,669 | $993.0K | 0.18% | −3,019−3.7% | Reduced |
| Moody National Bank Trust Division | 79,491 | $991.3K | 0.08% | +519+0.7% | Added |
| Dynamic Advisor Solutions LLC | 78,128 | $974.3K | 0.06% | +16,858+27.5% | Added |
| Formidable Asset Management, LLC | 77,702 | $969.0K | 0.20% | +12,980+20.1% | Added |
| McAdam, LLC | 77,619 | $967.9K | 0.09% | +77,619 | New |
| Parsec Financial Management, Inc. | 77,339 | $964.4K | 0.04% | +111+0.1% | Added |
| Donaldson Capital Management, LLC | 76,788 | $957.5K | 0.05% | +2,610+3.5% | Added |
| Chase Investment Counsel Corp | 76,754 | $957.0K | 0.53% | +76,754 | New |
| Capital Advisors Inc | 75,973 | $947.4K | 0.03% | −309,208−80.3% | Reduced |
| National Bank of Canada | 75,528 | $942.1K | 0.00% | +692+0.9% | Added |
| First Pacific Advisors, LP | 75,000 | $935.3K | 0.01% | −50,000−40.0% | Reduced |
| Kovack Advisors, Inc. | 74,704 | $931.6K | 0.13% | +359+0.5% | Added |
| GFG Capital, LLC | 76,990 | $913.9K | 0.21% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 72,785 | $907.6K | 0.41% | +19,931+37.7% | Added |
| Conning Inc. | 72,572 | $905.0K | 0.03% | 00.0% | Unchanged |
| XTX Topco Ltd | 72,179 | $900.1K | 0.19% | −8,387−10.4% | Reduced |
| Oxbow Advisors, LLC | 71,766 | $894.9K | 0.16% | +4,025+5.9% | Added |
| Mutual Advisors, LLC | 71,392 | $890.3K | 0.04% | +7,192+11.2% | Added |
| Gibraltar Capital Management, Inc. | 71,361 | $889.9K | 0.42% | +3,815+5.6% | Added |
| InterOcean Capital Group, LLC | 70,422 | $878.2K | 0.03% | +27,049+62.4% | Added |
| Stokes Family Office, LLC | 69,530 | $867.0K | 0.11% | −870−1.2% | Reduced |
| Meridian Wealth Management, LLC | 69,348 | $864.8K | 0.08% | +13,199+23.5% | Added |
| Intrua Financial, LLC | 69,740 | $859.2K | 0.18% | +25,572+57.9% | Added |
| Exencial Wealth Advisors, LLC | 68,663 | $856.2K | 0.04% | +330.0% | Added |
| Virtus ETF Advisers LLC | 68,214 | $850.6K | 0.47% | +4,309+6.7% | Added |
| Argent Advisors, Inc. | 68,093 | $849.1K | 0.41% | +825+1.2% | Added |
| NewEdge Wealth, LLC | 67,248 | $838.6K | 0.03% | +19,361+40.4% | Added |
| HSBC Holdings PLC | 66,811 | $829.1K | 0.00% | +5,159+8.4% | Added |
| US Bancorp | 66,292 | $826.7K | 0.00% | −8,833−11.8% | Reduced |
| Linscomb & Williams, Inc. | 66,191 | $825.4K | 0.04% | −33,242−33.4% | Reduced |
| Monetary Management Group Inc | 66,000 | $823.0K | 0.24% | +2,000+3.1% | Added |
| Quantum Private Wealth, LLC | 65,192 | $812.9K | 0.44% | −356−0.5% | Reduced |
| Aj Wealth Strategies, LLC | 63,015 | $785.8K | 0.04% | +1,144+1.8% | Added |
| Stockman Wealth Management, Inc. | 62,868 | $784.0K | 0.18% | +1,000+1.6% | Added |
| Independent Wealth Network Inc. | 62,710 | $782.0K | 0.50% | −1,734−2.7% | Reduced |
| Ieq Capital, LLC | 62,446 | $778.7K | 0.02% | +15,906+34.2% | Added |
| Donoghue Forlines LLC | 62,318 | $777.1K | 0.28% | −6,412−9.3% | Reduced |
| Anchor Investment Management, LLC | 62,130 | $774.8K | 0.11% | +5,500+9.7% | Added |
| PFG Advisors | 62,008 | $773.2K | 0.06% | −15,501−20.0% | Reduced |
| Pensionmark Financial Group, LLC | 61,917 | $772.1K | 0.16% | +3,000+5.1% | Added |
| Finer Wealth Management, Inc. | 61,334 | $764.8K | 0.65% | +23,547+62.3% | Added |
| HB Wealth Management, LLC | 61,192 | $763.1K | 0.01% | +717+1.2% | Added |
| Meridian Wealth Advisors, LLC | 61,054 | $761.3K | 0.19% | 00.0% | Unchanged |
| Cutler Group LP | 61,093 | $761.0K | 0.12% | +12,705+26.3% | Added |
| Western Wealth Management, LLC | 60,118 | $749.7K | 0.07% | +12,601+26.5% | Added |
| StoneX Group Inc. | 60,048 | $748.8K | 0.08% | +15,781+35.6% | Added |
| EJF Capital LLC | 60,000 | $748.2K | 0.28% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 59,537 | $742.4K | 0.14% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 59,524 | $742.3K | 0.54% | −1,750−2.9% | Reduced |
| RMB Capital Management, LLC | 59,466 | $741.5K | 0.03% | +1,534+2.6% | Added |
| Wedbush Securities Inc | 59,428 | $741.0K | 0.04% | −1,710−2.8% | Reduced |
| Nilsine Partners, LLC | 59,395 | $740.7K | 0.12% | +59,395 | New |
| Platform Technology Partners | 59,375 | $740.4K | 0.37% | −2,732−4.4% | Reduced |
| Personal Cfo Solutions, LLC | 59,255 | $738.9K | 0.15% | +10,037+20.4% | Added |
| Transcend Wealth Collective, LLC | 58,464 | $729.1K | 0.08% | +36,008+160.3% | Added |
| FourThought Financial Partners, LLC | 57,976 | $723.0K | 0.10% | +102+0.2% | Added |
| GYL Financial Synergies, LLC | 56,487 | $704.4K | 0.08% | +56,487 | New |
| Wealth Alliance | 56,131 | $699.9K | 0.11% | +12,626+29.0% | Added |
| Olistico Wealth, LLC | 56,000 | $698.3K | 0.67% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 55,501 | $692.1K | 0.00% | −1,068−1.9% | Reduced |
| Teamwork Financial Advisors, LLC | 55,494 | $692.0K | 0.13% | +2,704+5.1% | Added |
| Cornerstone Advisory, LLC | 55,370 | $690.5K | 0.12% | −4,050−6.8% | Reduced |
| BLB&B Advisors, LLC | 53,972 | $673.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 53,886 | $672.0K | 0.01% | −962−1.8% | Reduced |
| Principal Street Partners, LLC | 53,543 | $667.7K | 0.17% | −3,499−6.1% | Reduced |
| HFG Advisors, Inc. | 53,485 | $667.0K | 0.76% | +8,770+19.6% | Added |
| Gagnon Securities LLC | 53,445 | $666.5K | 0.14% | +76+0.1% | Added |
| First Manhattan Co | 53,000 | $660.9K | 0.00% | −11,816−18.2% | Reduced |
| Snowden Capital Advisors LLC | 52,307 | $652.3K | 0.03% | +17,339+49.6% | Added |
| Holderness Investments Co | 52,233 | $651.3K | 0.26% | +200+0.4% | Added |
| Bard Financial Services, Inc. | 52,000 | $648.4K | 0.05% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 54,474 | $646.6K | 0.01% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 51,741 | $645.2K | 0.21% | +26,725+106.8% | Added |