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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2023: 931 institutions
Q1 2021: 738 institutionsQ2 2021: 752 institutionsQ3 2021: 773 institutionsQ4 2021: 811 institutionsQ1 2022: 828 institutionsQ2 2022: 844 institutionsQ3 2022: 853 institutionsQ4 2022: 914 institutionsQ1 2023: 931 institutionsQ2 2023: 954 institutionsQ3 2023: 964 institutionsQ4 2023: 1,055 institutionsQ1 2024: 1,058 institutionsQ2 2024: 1,080 institutionsQ3 2024: 1,099 institutionsQ4 2024: 1,205 institutionsQ1 2025: 1,214 institutionsQ2 2025: 1,234 institutionsQ3 2025: 1,225 institutionsQ4 2025: 1,261 institutionsQ1 2026: 1,303 institutionsQ2 2026: 1,303 institutions
Value heldQ1 2023: $13.8B
Q1 2021: $7.83BQ2 2021: $10.8BQ3 2021: $9.79BQ4 2021: $9.66BQ1 2022: $13.6BQ2 2022: $12.0BQ3 2022: $13.0BQ4 2022: $13.7BQ1 2023: $13.8BQ2 2023: $13.7BQ3 2023: $15.1BQ4 2023: $15.8BQ1 2024: $17.7BQ2 2024: $18.2BQ3 2024: $18.1BQ4 2024: $22.4BQ1 2025: $20.5BQ2 2025: $19.6BQ3 2025: $17.9BQ4 2025: $16.9BQ1 2026: $20.9BQ2 2026: $21.1B
Institutions holding ET and their total value by quarter
QuarterHoldersValue
Q2 20261,303$21.1B
Q1 20261,303$20.9B
Q4 20251,261$16.9B
Q3 20251,225$17.9B
Q2 20251,234$19.6B
Q1 20251,214$20.5B
Q4 20241,205$22.4B
Q3 20241,099$18.1B
Q2 20241,080$18.2B
Q1 20241,058$17.7B
Q4 20231,055$15.8B
Q3 2023964$15.1B
Q2 2023954$13.7B
Q1 2023931$13.8B
Q4 2022914$13.7B
Q3 2022853$13.0B
Q2 2022844$12.0B
Q1 2022828$13.6B
Q4 2021811$9.66B
Q3 2021773$9.79B
Q2 2021752$10.8B
Q1 2021738$7.83B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q4 2022.

Institutions holding ET in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Easterly Investment Partners LLC13,279$165.6K0.01%00.0%Unchanged
Parkside Financial Bank & Trust13,274$165.5K0.04%−249−1.8%Reduced
Aviance Capital Partners, LLC13,230$165.0K0.04%+3,050+30.0%Added
First National Trust Co13,195$164.5K0.01%+13,195New
American Financial Advisors, LLC13,148$164.0K0.03%+22+0.2%Added
Westwood Wealth Management13,000$162.1K0.15%00.0%Unchanged
Ruggaard & Associates LLC12,987$161.9K0.10%+12,987New
Chilton Capital Management LLC12,949$161.5K0.01%+216+1.7%Added
Exchange Traded Concepts, LLC12,807$159.7K0.00%+2,703+26.8%Added
Hancock Whitney Corp–$159.0K0.01%––
Busey Wealth Management12,737$158.8K0.01%00.0%Unchanged
Indiana Trust & Investment Management CO12,694$158.3K0.09%+1,000+8.6%Added
Financial Counselors Inc12,709$158.0K0.00%00.0%Unchanged
Register Financial Advisors LLC12,667$158.0K0.12%−1,983−13.5%Reduced
Freestone Capital Holdings, LLC12,618$157.3K0.01%−949,822−98.7%Reduced
Naviter Wealth, LLC12,609$157.2K0.05%+12,609New
Magnus Financial Group LLC12,601$157.1K0.02%+12,601New
Private Trust Co NA12,544$156.4K0.02%00.0%Unchanged
Cullinan Associates Inc12,520$156.1K0.01%00.0%Unchanged
Woodstock Corp12,500$155.9K0.02%00.0%Unchanged
Rather & Kittrell, Inc.12,500$155.9K0.07%+12,500New
PBMares Wealth Management LLC12,472$155.5K0.06%00.0%Unchanged
Tiaa, FSB12,300$153.4K0.00%+375+3.1%Added
Ascension Capital Advisors, Inc.12,250$152.8K0.12%00.0%Unchanged
Warther Private Wealth, LLC12,200$152.1K0.12%00.0%Unchanged
Wolff Financial Management LLC12,000$150.0K0.05%00.0%Unchanged
Marcum Wealth, LLC12,027$150.0K0.02%+128+1.1%Added
Ellis Investment Partners, LLC11,989$149.5K0.04%+275+2.3%Added
PCA Investment Advisory Services Inc.11,961$149.2K0.11%+11,961New
Sterneck Capital Management, LLC11,960$149.1K0.09%−1,000−7.7%Reduced
Hall Laurie J Trustee12,004$149.0K0.06%00.0%Unchanged
Wealthsource Partners, LLC11,901$148.4K0.01%−1,053−8.1%Reduced
Herold Advisors, Inc.11,900$148.4K0.05%+1,000+9.2%Added
Buckingham Strategic Partners11,835$147.6K0.01%−1,741−12.8%Reduced
Chiron Investment Management, LLC11,784$146.9K0.03%−700,679−98.3%Reduced
Proequities, Inc.11,751$146.5K0.01%−342−2.8%Reduced
Total Clarity Wealth Management, Inc.11,736$146.3K0.08%+685+6.2%Added
Ethos Financial Group, LLC11,731$146.3K0.05%−350−2.9%Reduced
Cumberland Advisors Inc11,729$146.3K0.06%00.0%Unchanged
Federation des caisses Desjardins du Quebec11,635$145.1K0.00%+3,430+41.8%Added
Shepherd Financial Partners LLC11,614$144.8K0.02%+269+2.4%Added
Madden Securities Corp11,602$144.7K0.08%00.0%Unchanged
Hollencrest Capital Management11,597$144.6K0.02%+37+0.3%Added
Centurion Wealth Management LLC11,559$144.1K0.07%00.0%Unchanged
Cantor Fitzgerald, L. P.11,400$142.2K0.00%00.0%Unchanged
Delap Wealth Advisory, LLC11,380$141.9K0.15%+11,380New
Country Club Bank11,337$141.0K0.01%+794+7.5%Added
Callan Capital, LLC11,246$140.2K0.02%+11,246New
StrategIQ Financial Group, LLC11,214$139.8K0.02%00.0%Unchanged
Creative Financial Designs Inc11,210$139.8K0.02%+4,500+67.1%Added
Capstone Financial Advisors, Inc.11,107$138.5K0.01%+258+2.4%Added
Brighton Jones LLC11,043$137.7K0.01%+685+6.6%Added
Walker Asset Management, LLC11,042$137.7K0.12%+195+1.8%Added
V Wealth Advisors LLC11,041$137.7K0.03%+11,041New
PCG Wealth Advisors, LLC10,986$137.0K0.09%00.0%Unchanged
TRUE Private Wealth Advisors10,971$136.8K0.02%+31+0.3%Added
O'Dell Group, LLC10,900$135.9K0.04%+600+5.8%Added
Global Assets Advisory, LLC10,490$135.4K0.14%+10,490New
Waldron Private Wealth LLC10,810$134.8K0.01%+10,810New
Cypress Wealth Services, LLC10,781$134.4K0.04%+10,781New
First Heartland Consultants, Inc.10,765$134.2K0.02%+84+0.8%Added
Titleist Asset Management, LLC10,691$133.3K0.03%+10,691New
Mission Wealth Management, LP10,683$133.2K0.01%+10,683New
Washington Trust Co10,599$132.2K0.01%00.0%Unchanged
Valley National Advisers Inc10,190$129.0K0.02%+21+0.2%Added
Colorado Capital Management, Inc.10,360$129.0K0.10%00.0%Unchanged
Safeguard Investment Advisory Group, LLC10,334$128.9K0.06%+163+1.6%Added
First Horizon Advisors, Inc.10,311$128.6K0.00%00.0%Unchanged
Wealth Effects LLC10,300$128.4K0.07%+300+3.0%Added
Prio Wealth Limited Partnership10,300$128.4K0.00%+10,300New
Vivaldi Asset Management, LLC10,293$128.4K0.01%−3,330−24.4%Reduced
Core Wealth Partners LLC10,289$128.3K0.13%−2,096−16.9%Reduced
Oliver Luxxe Assets LLC10,200$127.2K0.03%00.0%Unchanged
Ronald Blue Trust, Inc.10,740$127.0K0.00%+2,111+24.5%Added
Summit Financial, LLC10,184$127.0K0.01%00.0%Unchanged
Voya Financial Advisors, Inc.10,172$126.5K0.02%−33−0.3%Reduced
McElhenny Sheffield Capital Management, LLC10,134$126.4K0.07%00.0%Unchanged
GM Advisory Group, Inc.10,102$126.0K0.01%00.0%Unchanged
Fulton Bank, N.A.10,080$125.7K0.01%+10,080New
Wedmont Private Capital10,024$125.4K0.02%+10,024New
McDonald Partners LLC10,054$125.4K0.04%+10,054New
BKD Wealth Advisors, LLC10,020$124.9K0.00%+10,020New
Highlander Capital Management, LLC9,675$121.0K0.06%00.0%Unchanged
Baldrige Asset Management LLC9,600$120.0K0.05%00.0%Unchanged
GHP Investment Advisors, Inc.9,600$119.7K0.01%00.0%Unchanged
Hexagon Capital Partners LLC9,418$117.4K0.03%00.0%Unchanged
Worth Asset Management, LLC9,223$115.0K0.09%+30+0.3%Added
Barrett & Company, Inc.9,136$113.9K0.07%+65+0.7%Added
Webster Bank, N. A.9,025$112.5K0.01%00.0%Unchanged
Bank of New Hampshire8,728$108.8K0.03%+1,548+21.6%Added
Horan Securities, Inc.8,306$103.6K0.05%+5,036+154.0%Added
MCF Advisors LLC8,180$102.0K0.01%+3,280+66.9%Added
AllSquare Wealth Management LLC8,000$99.8K0.06%00.0%Unchanged
Colonial Trust Advisors7,880$98.3K0.01%+4,040+105.2%Added
Trifecta Capital Advisors, LLC7,700$96.0K0.03%+7,700New
Sound Income Strategies, LLC7,358$91.8K0.01%−918−11.1%Reduced
Allworth Financial LP7,352$91.7K0.00%+35+0.5%Added
Concord Wealth Partners6,627$82.6K0.02%+23+0.3%Added
Tower Research Capital LLC (TRC)6,612$82.0K0.00%+1,755+36.1%Added
New Hampshire Trust6,243$77.8K0.02%00.0%Unchanged