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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
Oliver Lagore Vanvalin Investment Group5,750$71.7K0.03%00.0%Unchanged
Godsey & Gibb Associates5,536$69.0K0.01%+5,536New
Tompkins Financial Corp5,500$68.6K0.01%00.0%Unchanged
Endurance Wealth Management, Inc.5,440$68.0K0.01%+5,440New
Proffitt & Goodson Inc5,196$64.8K0.01%−2,049−28.3%Reduced
Venturi Wealth Management, LLC5,180$64.6K0.01%+5,180New
South State Corp.4,958$61.8K0.01%−2,093−29.7%Reduced
IAG Wealth Partners, LLC4,800$59.9K0.02%+99+2.1%Added
City Holding Co4,588$57.2K0.01%00.0%Unchanged
Acadian Asset Management LLC4,646$57.0K0.00%+4,646New
Estabrook Capital Management4,451$55.5K0.01%00.0%Unchanged
Oakworth Capital, Inc.4,416$55.1K0.00%00.0%Unchanged
WFA Asset Management Corp4,271$53.3K0.03%+67+1.6%Added
Plante Moran Financial Advisors, LLC4,170$52.0K0.01%00.0%Unchanged
Mechanics Financial Corp4,000$49.9K0.03%00.0%Unchanged
Quent Capital, LLC3,988$49.7K0.01%−310−7.2%Reduced
Essex Investment Management Co LLC3,987$49.7K0.01%−454−10.2%Reduced
Ancora Advisors, LLC3,935$49.1K0.00%00.0%Unchanged
Retirement Group, LLC3,950$49.0K0.02%+500+14.5%Added
ICA Group Wealth Management, LLC3,925$48.9K0.01%+1,225+45.4%Added
Carmichael Hill & Associates, Inc.3,780$47.1K0.02%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.3,780$47.0K0.00%−2,760−42.2%Reduced
Financial Management Professionals, Inc.3,716$46.0K0.01%+100+2.8%Added
Kelly Lawrence W & Associates Inc3,600$44.9K0.01%00.0%Unchanged
Operose Advisors LLC3,556$44.3K0.02%−1,500−29.7%Reduced
Optimum Investment Advisors3,500$43.6K0.02%+3,500New
Norwood Financial Corp3,360$41.9K0.07%+3,360New
Key Financial Inc3,247$40.5K0.01%+2,083+179.0%Added
Rosenberg Matthew Hamilton3,109$38.8K0.01%00.0%Unchanged
TCI Wealth Advisors, Inc.3,093$38.6K0.01%+2,593+518.6%Added
HBC Financial Services, PLLC3,000$38.0K0.03%+3,000New
Trust Co2,930$36.5K0.01%+2,930New
S.A. Mason LLC2,873$35.8K0.03%00.0%Unchanged
Kozak & Associates, Inc.2,713$33.8K0.02%+2,713New
MRP Capital Investments, LLC2,706$33.7K0.04%+2,456+982.4%Added
Citadel Advisors LLC2,500$31.2K0.00%−10,433−80.7%Reduced
Motco2,500$31.2K0.00%00.0%Unchanged
Atticus Wealth Management, LLC2,500$31.2K0.01%00.0%Unchanged
Byrne Asset Management LLC2,400$30.0K0.02%00.0%Unchanged
Sandy Spring Bank2,400$29.9K0.00%+2,400New
Beacon Capital Management, LLC2,300$28.7K0.01%00.0%Unchanged
Gradient Investments LLC2,277$28.4K0.00%+199+9.6%Added
Cary Street Partner Investment Advisory LLC2,256$28.1K0.00%+50+2.3%Added
Activest Wealth Management2,173$27.1K0.02%00.0%Unchanged
Focused Wealth Management, Inc2,168$27.0K0.01%−9,990−82.2%Reduced
Glen Eagle Advisors, LLC2,136$26.6K0.01%+5+0.2%Added
Community Bank, N.A.2,090$26.1K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.2,045$25.5K0.00%+2,045New
Tucker Asset Management LLC2,028$25.3K0.01%+1,428+238.0%Added
Financial Freedom, LLC2,006$25.0K0.02%+46+2.3%Added
VitalStone Financial, LLC3,000$25.0K0.02%+1,500+100.0%Added
Compass Wealth Management LLC2,000$24.9K0.01%00.0%Unchanged
Resurgent Financial Advisors LLC2,000$24.9K0.02%+2,000New
Hanson & Doremus Investment Management1,952$24.0K0.01%00.0%Unchanged
Rocky Mountain Advisers, LLC1,953$24.0K0.01%00.0%Unchanged
Pacific Center for Financial Services1,920$23.9K0.01%+1,920New
Accel Wealth Management1,866$23.3K0.01%−77−4.0%Reduced
Harbor Investment Advisory, LLC1,800$22.4K0.00%00.0%Unchanged
Peoples Financial Services Corp.1,792$22.3K0.01%00.0%Unchanged
Delta Asset Management LLC1,756$21.9K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC1,728$21.5K0.00%00.0%Unchanged
Steward Financial Group LLC1,613$20.0K0.01%00.0%Unchanged
Sugarloaf Wealth Management, LLC1,568$19.6K0.00%+35+2.3%Added
Sawyer & Company, Inc1,500$19.0K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC1,526$19.0K0.01%+8+0.5%Added
SOA Wealth Advisors, LLC.1,500$18.7K0.00%00.0%Unchanged
AdvisorNet Financial, Inc1,452$18.1K0.00%−1,517−51.1%Reduced
Cape Investment Advisory, Inc.1,400$17.5K0.01%+1,400New
First Personal Financial Services1,399$17.4K0.00%00.0%Unchanged
Caption Management, LLC1,300$16.2K0.00%00.0%Unchanged
Heritage Wealth Advisors1,216$15.2K0.00%+28+2.4%Added
IMA Wealth, Inc.1,200$15.0K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC1,129$14.1K0.01%00.0%Unchanged
Sutton Wealth Advisors Inc.1,126$14.0K0.01%+1,126New
TSFG, LLC1,152$14.0K0.01%00.0%Unchanged
Financial Connections Group, Inc.1,183$14.0K0.01%+27+2.3%Added
Stonebridge Capital Advisors LLC1,122$14.0K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC1,075$13.4K0.00%+1,075New
Islay Capital Management, LLC1,024$12.8K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC1,023$12.8K0.00%+1,023New
WealthPLAN Partners, LLC1,010$12.6K0.00%+1,010New
DB Wealth Management Group, LLC1,000$12.5K0.01%00.0%Unchanged
Stephens Consulting, LLC1,000$12.5K0.01%00.0%Unchanged
TD Capital Management LLC994$12.4K0.00%+23+2.4%Added
Benjamin Edwards Inc1,000$12.0K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC960$12.0K0.01%00.0%Unchanged
Wolff Wiese Magana LLC930$11.6K0.01%+506+119.3%Added
Hillsdale Investment Management Inc.925$11.5K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC852$10.6K0.00%00.0%Unchanged
Cornerstone Management, Inc.789$9.84K0.00%00.0%Unchanged
Toth Financial Advisory Corp786$9.80K0.00%00.0%Unchanged
Stone House Investment Management, LLC718$8.96K0.00%+718New
American National Bank705$8.79K0.00%00.0%Unchanged
Caldwell Trust Co695$8.67K0.00%00.0%Unchanged
Archer Investment Corp680$8.48K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc661$8.24K0.00%00.0%Unchanged
Tortoise Investment Management, LLC650$8.11K0.00%00.0%Unchanged
Hoese & Co LLP600$7.60K0.01%00.0%Unchanged
AlphaCore Capital LLC603$7.52K0.00%+603New
New England Capital Financial Advisors LLC571$7.12K0.01%+13+2.3%Added