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
- 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 | 1,304 | $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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 51,448 | $641.6K | 0.01% | +51,448 | New |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 51,336 | $640.2K | 0.36% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 50,484 | $629.5K | 0.29% | +4,820+10.6% | Added |
| Equitable Holdings, Inc. | 50,467 | $629.3K | 0.01% | +11,645+30.0% | Added |
| Avion Wealth | 52,941 | $628.0K | 0.17% | +27+0.1% | Added |
| Bridgewater Advisors Inc. | 50,151 | $625.4K | 0.14% | +190.0% | Added |
| Ameritas Advisory Services, LLC | 49,621 | $621.5K | 0.03% | +16,052+47.8% | Added |
| Sweet Financial Partners, LLC | 49,719 | $620.0K | 0.17% | +1,156+2.4% | Added |
| F&V Capital Management, LLC | 49,547 | $618.0K | 0.21% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 49,348 | $615.4K | 0.14% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 47,992 | $612.4K | 0.13% | +3,381+7.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 48,929 | $610.1K | 0.05% | −2,061−4.0% | Reduced |
| Kingsview Wealth Management, LLC | 48,762 | $608.1K | 0.03% | +7,397+17.9% | Added |
| Samalin Investment Counsel, LLC | 48,098 | $599.8K | 0.36% | +250+0.5% | Added |
| Compass Financial Group, INC | 47,244 | $589.1K | 0.19% | +501+1.1% | Added |
| Huntington National Bank | 46,896 | $584.8K | 0.01% | +1,603+3.5% | Added |
| Davenport & Co LLC | 46,790 | $583.5K | 0.00% | +1,346+3.0% | Added |
| BCJ Capital Management, LLC | 46,449 | $579.2K | 0.05% | +14,399+44.9% | Added |
| PFG Investments, LLC | 46,339 | $577.8K | 0.12% | +46,339 | New |
| BancorpSouth Bank | 46,245 | $576.7K | 0.05% | 00.0% | Unchanged |
| Banco Santander, S.A. | 46,193 | $576.0K | 0.01% | −31,029−40.2% | Reduced |
| Thrive Wealth Management, LLC | 46,034 | $574.0K | 0.15% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 45,780 | $570.9K | 0.18% | −3,090−6.3% | Reduced |
| KCM Investment Advisors LLC | 45,700 | $569.9K | 0.02% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 45,661 | $569.4K | 0.56% | +7,500+19.7% | Added |
| Empire Financial Management Company, LLC | 45,500 | $567.4K | 0.23% | +45,500 | New |
| Level Four Advisory Services, LLC | 44,993 | $561.1K | 0.04% | −22,502−33.3% | Reduced |
| Sawtooth Solutions, LLC | 44,574 | $555.8K | 0.01% | +44,574 | New |
| Stratos Wealth Advisors, LLC | 43,837 | $546.7K | 0.04% | +1,690+4.0% | Added |
| Pinnacle Financial Partners Inc | 43,511 | $542.6K | 0.01% | −830−1.9% | Reduced |
| Reuter James Wealth Management, LLC | 42,908 | $535.1K | 0.37% | +162+0.4% | Added |
| SkyView Investment Advisors, LLC | 42,876 | $535.0K | 0.13% | +200.0% | Added |
| First Capital Advisors Group, LLC. | 42,876 | $534.7K | 0.34% | +200.0% | Added |
| HWG Holdings LP | 42,409 | $528.8K | 0.30% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 42,330 | $527.9K | 0.21% | −250−0.6% | Reduced |
| Fortis Group Advisors, LLC | 40,660 | $523.7K | 0.16% | +40,660 | New |
| MMBG Investment Advisors Co. | 41,905 | $522.6K | 0.07% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 41,602 | $518.8K | 0.12% | +92+0.2% | Added |
| BBR Partners, LLC | 41,450 | $516.9K | 0.06% | +4,660+12.7% | Added |
| Advisor OS, LLC | 41,334 | $515.4K | 0.12% | 00.0% | Unchanged |
| Modus Advisors, LLC | 41,302 | $515.0K | 0.24% | 00.0% | Unchanged |
| Alden Global Capital LLC | 41,117 | $512.7K | 1.71% | +41,117 | New |
| Clarus Group, Inc. | 41,053 | $511.9K | 0.48% | −20,094−32.9% | Reduced |
| FDx Advisors, Inc. | 42,887 | $509.0K | 0.02% | 00.0% | Unchanged |
| IFG Advisory, LLC | 40,757 | $508.2K | 0.05% | +6,041+17.4% | Added |
| Morton Capital Management LLC | 40,570 | $505.9K | 0.18% | +3,480+9.4% | Added |
| Partners Group Holding AG | 40,558 | $505.8K | 0.04% | −4,279−9.5% | Reduced |
| Mather Group, LLC. | 40,512 | $505.2K | 0.01% | −868−2.1% | Reduced |
| Waterfront Wealth Inc. | 40,485 | $504.9K | 0.16% | +100.0% | Added |
| Doliver Advisors, LP | 40,374 | $503.5K | 0.16% | −500−1.2% | Reduced |
| Quaker Capital Investments, LLC | 40,000 | $498.8K | 0.20% | 00.0% | Unchanged |
| Lee Financial Co | 39,582 | $493.6K | 0.08% | −125,624−76.0% | Reduced |
| Cowen Prime Advisors LLC | 38,000 | $489.0K | 0.20% | +500+1.3% | Added |
| Eudaimonia Advisors LLC | 39,037 | $486.8K | 0.33% | +200+0.5% | Added |
| XML Financial, LLC | 38,144 | $475.7K | 0.06% | +127+0.3% | Added |
| BigSur Wealth Management LLC | 38,001 | $473.9K | 0.22% | +10.0% | Added |
| S. R. Schill & Associates | 37,770 | $471.0K | 0.22% | +20,194+114.9% | Added |
| Naples Global Advisors, LLC | 37,500 | $467.6K | 0.06% | +2,700+7.8% | Added |
| Grey Street Capital, LLC | 37,367 | $466.0K | 0.33% | +37,367 | New |
| TCTC Holdings, LLC | 37,348 | $465.7K | 0.02% | 00.0% | Unchanged |
| Gould Asset Management LLC | 37,306 | $465.2K | 0.13% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 37,026 | $461.7K | 0.10% | +842+2.3% | 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 |
| Visionary Wealth Advisors | 35,994 | $448.8K | 0.04% | +364+1.0% | Added |
| WR Wealth Planners, LLC | 35,852 | $447.1K | 0.19% | +35,852 | New |
| MidWestOne Financial Group, Inc. | 35,494 | $442.6K | 0.10% | +23,452+194.8% | Added |
| Camelot Portfolios, LLC | 34,935 | $435.6K | 0.30% | +38+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 34,931 | $435.6K | 0.06% | −15,091−30.2% | Reduced |
| Argent Trust Co | 34,760 | $433.5K | 0.03% | +34,760 | New |
| Berkshire Asset Management LLC | 34,579 | $431.2K | 0.03% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 34,421 | $429.2K | 0.16% | −17,107−33.2% | Reduced |
| IMC-Chicago, LLC | 34,271 | $427.4K | 0.07% | −72,290−67.8% | Reduced |
| Diligent Investors, LLC | 34,050 | $424.6K | 0.13% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 34,007 | $424.0K | 0.06% | +34,007 | New |
| FineMark National Bank & Trust | 33,769 | $421.1K | 0.02% | +16,260+92.9% | Added |
| Bessemer Group Inc | 33,604 | $419.0K | 0.00% | −1,900−5.4% | Reduced |
| WealthTrust Axiom LLC | 33,478 | $417.5K | 0.14% | −2,833−7.8% | Reduced |
| J.W. Cole Advisors, Inc. | 32,871 | $409.9K | 0.03% | +5,573+20.4% | Added |
| Youngs Advisory Group, Inc. | 32,365 | $403.6K | 0.23% | −45,179−58.3% | Reduced |
| Toronto Dominion Bank | 32,041 | $399.0K | 0.00% | −4,985−13.5% | Reduced |
| Gill Capital Partners, LLC | 31,957 | $398.5K | 0.18% | +20,000+167.3% | Added |
| ARS Wealth Advisors Group, LLC | 31,930 | $398.2K | 0.07% | +725+2.3% | Added |
| Rollins Financial | 31,590 | $393.9K | 0.13% | +31,590 | New |
| Hilton Capital Management, LLC | 32,755 | $388.8K | 0.05% | 00.0% | Unchanged |
| Somerset Group LLC | 31,000 | $386.6K | 0.34% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 30,869 | $384.9K | 0.13% | −37,656−55.0% | Reduced |
| Fiduciary Group LLC | 30,851 | $384.7K | 0.05% | +8,235+36.4% | Added |
| Disciplined Investments, LLC | 30,826 | $384.4K | 0.16% | +11,948+63.3% | Added |
| Adell Harriman & Carpenter Inc | 30,749 | $383.4K | 0.04% | +30,749 | New |
| Veracity Capital LLC | 30,720 | $383.1K | 0.18% | −940−3.0% | Reduced |
| Tranquility Partners, LLC | 30,578 | $381.3K | 0.18% | −4,954−13.9% | Reduced |
| Asio Capital, LLC | 30,400 | $379.1K | 0.10% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 30,263 | $377.4K | 0.20% | +21,541+247.0% | Added |
| Aspen Grove Capital, LLC | 30,001 | $374.1K | 0.16% | 00.0% | Unchanged |
| JBF Capital, Inc. | 30,000 | $374.1K | 0.08% | +30,000 | New |
| HAP Trading, LLC | 30,009 | $374.0K | 0.09% | −6,327−17.4% | Reduced |
| King Wealth | 29,945 | $373.0K | 0.08% | +409+1.4% | Added |
| Clear Creek Financial Management, LLC | 29,645 | $369.7K | 0.07% | +1,361+4.8% | Added |
| Carnegie Capital Asset Management, LLC | 29,595 | $369.1K | 0.01% | −1,977−6.3% | Reduced |