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 |
|---|---|---|---|---|---|
| SWS Partners | 29,524 | $368.2K | 0.14% | +29,524 | New |
| Lazard Asset Management LLC | 29,543 | $368.0K | 0.00% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 29,399 | $366.6K | 0.21% | +29,399 | New |
| Levy Wealth Management Group, LLC | 29,333 | $365.8K | 0.11% | +491+1.7% | Added |
| Alpha Cubed Investments, LLC | 29,020 | $361.9K | 0.03% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 29,016 | $361.8K | 0.07% | 00.0% | Unchanged |
| SCP Investment, LP | 28,800 | $359.1K | 0.35% | +4,000+16.1% | Added |
| Regions Financial Corp | 28,199 | $351.0K | 0.00% | +12,084+75.0% | Added |
| Umb Bank N A | 28,104 | $350.5K | 0.01% | +3,350+13.5% | Added |
| Axxcess Wealth Management, LLC | 27,425 | $342.0K | 0.03% | +9,135+49.9% | Added |
| Essex Financial Services, Inc. | 27,367 | $341.3K | 0.04% | +1,835+7.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27,367 | $341.3K | 0.02% | +27,152+12,628.8% | Added |
| Financial Advisory Service, Inc. | 27,309 | $340.5K | 0.04% | +6,800+33.2% | Added |
| Perigon Wealth Management, LLC | 27,273 | $340.1K | 0.02% | +1,030+3.9% | Added |
| Hartford Financial Management Inc. | 27,134 | $338.4K | 0.09% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 27,121 | $338.2K | 0.05% | +1,798+7.1% | Added |
| Flagship Harbor Advisors, LLC | 27,075 | $337.6K | 0.03% | −2,852−9.5% | Reduced |
| Magnolia Capital Advisors LLC | 26,996 | $336.6K | 0.17% | +531+2.0% | Added |
| Morling Financial Advisors, LLC | 26,800 | $334.2K | 0.36% | −25,261−48.5% | Reduced |
| Stonegate Investment Group, LLC | 26,684 | $332.7K | 0.01% | +376+1.4% | Added |
| SageView Advisory Group, LLC | 26,517 | $330.7K | 0.02% | +6,075+29.7% | Added |
| Arkadios Wealth Advisors | 26,478 | $330.2K | 0.04% | −9,555−26.5% | Reduced |
| North Star Investment Management Corp. | 26,336 | $328.4K | 0.03% | +1,347+5.4% | Added |
| Whittier Trust Co | 26,280 | $327.7K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 25,918 | $323.2K | 0.03% | +336+1.3% | Added |
| Ashford Capital Management Inc | 25,843 | $322.3K | 0.05% | +7,343+39.7% | Added |
| Mattern Wealth Management LLC | 25,700 | $320.5K | 0.11% | +1,500+6.2% | Added |
| Segall Bryant & Hamill, LLC | 25,705 | $320.0K | 0.00% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 25,599 | $319.2K | 0.03% | +12,950+102.4% | Added |
| Pathway Financial Advisers, LLC | 25,409 | $316.9K | 0.13% | +6,459+34.1% | Added |
| Bienville Capital Management, LLC | 25,406 | $316.8K | 0.12% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 25,343 | $316.0K | 0.18% | +25,343 | New |
| E&G Advisors, LP | 25,046 | $312.3K | 0.12% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 24,846 | $309.8K | 0.11% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 24,800 | $309.3K | 0.05% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 24,899 | $307.8K | 0.13% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 24,326 | $306.9K | 0.05% | −1,250−4.9% | Reduced |
| MV Capital Management, Inc. | 24,460 | $305.0K | 0.04% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 24,381 | $304.0K | 0.06% | +2,442+11.1% | Added |
| Wetherby Asset Management Inc | 24,293 | $302.9K | 0.02% | +4,406+22.2% | Added |
| Signaturefd, LLC | 24,199 | $301.8K | 0.01% | +166+0.7% | Added |
| FirstPurpose Wealth LLC | 24,139 | $301.0K | 0.15% | −22,800−48.6% | Reduced |
| Verity & Verity, LLC | 23,978 | $299.0K | 0.04% | −1,114−4.4% | Reduced |
| AlphaQ Advisors LLC | 23,850 | $297.4K | 0.25% | +3,000+14.4% | Added |
| Virtu Financial LLC | 23,639 | $295.0K | 0.03% | −111,592−82.5% | Reduced |
| Garrett Wealth Advisory Group, LLC | 23,631 | $294.7K | 0.14% | +1,579+7.2% | Added |
| Thrivent Financial for Lutherans | 23,573 | $294.0K | 0.00% | +2,258+10.6% | Added |
| Biondo Investment Advisors, LLC | 23,460 | $292.5K | 0.06% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 23,304 | $290.6K | 0.04% | +540+2.4% | Added |
| Woodward Diversified Capital, LLC | 23,122 | $288.3K | 0.23% | −4,950−17.6% | Reduced |
| Wintrust Investments LLC | 23,025 | $287.0K | 0.04% | +23,025 | New |
| Lakeview Capital Partners, LLC | 23,011 | $284.0K | 0.09% | +1,002+4.6% | Added |
| Capital Advisory Group Advisory Services, LLC | 22,770 | $283.9K | 0.17% | +2,920+14.7% | Added |
| Cornerstone Wealth Management, LLC | 22,767 | $283.9K | 0.03% | +22,767 | New |
| Brown Brothers Harriman & Co | 22,605 | $281.9K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 22,602 | $281.8K | 0.11% | +518+2.3% | Added |
| MSH Capital Advisors LLC | 22,594 | $281.7K | 0.12% | +183+0.8% | Added |
| Colony Group LLC | 22,523 | $281.0K | 0.00% | −6,188−21.6% | Reduced |
| Central Trust Co | 22,470 | $280.2K | 0.01% | +2,500+12.5% | Added |
| Coastal Investment Advisors, Inc. | 22,392 | $279.2K | 0.07% | −30,025−57.3% | Reduced |
| Delos Wealth Advisors, LLC | 22,276 | $277.8K | 0.35% | 00.0% | Unchanged |
| Heritage Trust Co | 22,268 | $277.7K | 0.04% | 00.0% | Unchanged |
| Penbrook Management LLC | 22,118 | $275.8K | 0.22% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,305 | $272.9K | 0.01% | −20,504−94.0% | Reduced |
| Signature Wealth Management Partners, LLC | 21,671 | $270.2K | 0.25% | −818−3.6% | Reduced |
| Avantax Planning Partners, Inc. | 21,601 | $269.4K | 0.01% | −437−2.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 21,483 | $267.9K | 0.06% | +13+0.1% | Added |
| 1st Source Bank | 21,444 | $267.4K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 21,168 | $264.0K | 0.03% | +7,764+57.9% | Added |
| American Institute for Advanced Investment Management, LLP | 22,700 | $262.5K | 0.28% | +22,700 | New |
| Belfer Management LLC | 20,963 | $261.4K | 6.77% | +4,074+24.1% | Added |
| Affinity Wealth Management LLC | 20,646 | $257.5K | 0.06% | +2,673+14.9% | Added |
| Guyasuta Investment Advisors Inc | 20,580 | $256.6K | 0.02% | +1,000+5.1% | Added |
| Edgemoor Investment Advisors, Inc. | 20,540 | $256.1K | 0.03% | −400−1.9% | Reduced |
| Joseph P. Lucia & Associates, LLC | 20,185 | $251.7K | 0.18% | +20,185 | New |
| Proficio Capital Partners LLC | 20,030 | $249.8K | 0.04% | +35+0.2% | Added |
| Sepio Capital, LP | 20,021 | $249.7K | 0.02% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 20,000 | $249.4K | 0.06% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 19,999 | $249.4K | 0.00% | −6,369−24.2% | Reduced |
| SFMG, LLC | 19,993 | $249.3K | 0.03% | −1,692−7.8% | Reduced |
| Moloney Securities Asset Management, LLC | 19,970 | $249.0K | 0.05% | −9,825−33.0% | Reduced |
| MONECO Advisors, LLC | 19,954 | $248.8K | 0.07% | +2,295+13.0% | Added |
| Hoylecohen, LLC | 19,920 | $248.4K | 0.02% | −1,979−9.0% | Reduced |
| Salvus Wealth Management, LLC | 19,738 | $246.1K | 0.20% | +4,700+31.3% | Added |
| Noesis Capital Mangement Corp | 19,760 | $246.0K | 0.06% | +38+0.2% | Added |
| Financial Advocates Investment Management | 19,515 | $243.3K | 0.02% | −46,624−70.5% | Reduced |
| Aldebaran Financial Inc. | 19,500 | $243.2K | 0.33% | −600−3.0% | Reduced |
| Cypress Capital Management LLC (WY) | 19,400 | $241.9K | 0.28% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 19,335 | $241.1K | 0.03% | +9,910+105.1% | Added |
| Sequoia Financial Advisors, LLC | 19,329 | $241.0K | 0.01% | −10,976−36.2% | Reduced |
| Capital Market Strategies LLC | 19,323 | $241.0K | 0.43% | +100+0.5% | Added |
| Eudaimonia Partners, LLC | 19,300 | $240.7K | 0.06% | −2,000−9.4% | Reduced |
| Ahrens Investment Partners LLC | 19,298 | $240.6K | 0.12% | +2,710+16.3% | Added |
| HBK Sorce Advisory LLC | 19,273 | $240.3K | 0.01% | −12,591−39.5% | Reduced |
| Smithbridge Asset Management Inc | 19,255 | $240.0K | 0.06% | +239+1.3% | Added |
| Hilltop Holdings Inc. | 19,188 | $239.3K | 0.03% | −21,208−52.5% | Reduced |
| Bleakley Financial Group, LLC | 19,010 | $237.1K | 0.01% | +2,450+14.8% | Added |
| Poplar Forest Capital LLC | 18,950 | $236.3K | 0.03% | +5,950+45.8% | Added |
| HBW Advisory Services LLC | 18,894 | $236.0K | 0.06% | +4,480+31.1% | Added |
| Lake Street Advisors Group, LLC | 18,923 | $236.0K | 0.01% | +5,597+42.0% | Added |