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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, Q2 2023

Institutional positions in Energy Transfer LP as of Jun 30, 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
955
+30 vs. Q1 2023
Shares held
1.08B
−20.5M (−1.9%) vs. Q1 2023
Total value
$13.7B
−$77.9M (−0.6%) vs. Q1 2023
New holders
79
378 more added
Sold out
49
245 more reduced

7 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 955 institutions
Q1 2021: 738 institutionsQ2 2021: 752 institutionsQ3 2021: 773 institutionsQ4 2021: 811 institutionsQ1 2022: 829 institutionsQ2 2022: 845 institutionsQ3 2022: 854 institutionsQ4 2022: 915 institutionsQ1 2023: 932 institutionsQ2 2023: 955 institutionsQ3 2023: 965 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,059 institutionsQ2 2024: 1,081 institutionsQ3 2024: 1,100 institutionsQ4 2024: 1,206 institutionsQ1 2025: 1,215 institutionsQ2 2025: 1,235 institutionsQ3 2025: 1,226 institutionsQ4 2025: 1,262 institutionsQ1 2026: 1,304 institutionsQ2 2026: 1,304 institutions
Value heldQ2 2023: $13.7B
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 20261,304$21.1B
Q1 20261,304$20.9B
Q4 20251,262$16.9B
Q3 20251,226$17.9B
Q2 20251,235$19.6B
Q1 20251,215$20.5B
Q4 20241,206$22.4B
Q3 20241,100$18.1B
Q2 20241,081$18.2B
Q1 20241,059$17.7B
Q4 20231,056$15.8B
Q3 2023965$15.1B
Q2 2023955$13.7B
Q1 2023932$13.8B
Q4 2022915$13.7B
Q3 2022854$13.0B
Q2 2022845$12.0B
Q1 2022829$13.6B
Q4 2021811$9.66B
Q3 2021773$9.79B
Q2 2021752$10.8B
Q1 2021738$7.83B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q1 2023.

Institutions holding ET in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
NVWM, LLC15$1910.00%+15New
Mendota Financial Group, LLC42$5340.00%+42New
Coastal Capital Group, Inc.49$6260.00%+1+2.1%Added
Mascoma Wealth Management LLC80$1.03K0.00%00.0%Unchanged
NewSquare Capital LLC110$1.40K0.00%00.0%Unchanged
Clearstead Advisors, LLC154$1.95K0.00%+4+2.7%Added
Financial Management Professionals, Inc.140$2.00K0.00%−3,576−96.2%Reduced
Penserra Capital Management LLC168$2.00K0.00%00.0%Unchanged
Eukles Asset Management172$2.18K0.00%00.0%Unchanged
Founders Capital Management192$2.44K0.00%00.0%Unchanged
Atwood & Palmer Inc223$2.83K0.00%00.0%Unchanged
Covestor Ltd268$3.00K0.00%−3−1.1%Reduced
Vigilant Capital Management, LLC200$3.00K0.00%+200New
Richard W. Paul & Associates, LLC255$3.24K0.00%+1+0.4%Added
Chesapeake Asset Management LLC273$3.47K0.00%+6+2.2%Added
Crewe Advisors LLC276$3.51K0.00%+174+170.6%Added
Piershale Financial Group, Inc.288$3.66K0.00%00.0%Unchanged
Farther Finance Advisors, LLC326$4.14K0.00%00.0%Unchanged
Adirondack Trust Co324$4.30K0.00%00.0%Unchanged
RFP Financial Group LLC384$4.88K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)391$4.97K0.00%−6,221−94.1%Reduced
Centerpoint Advisors, LLC384$5.00K0.00%00.0%Unchanged
PrairieView Partners, LLC400$5.00K0.00%+400New
Fiduciary Alliance LLC452$5.74K0.00%+452New
Park Place Capital Corp485$6.16K0.00%00.0%Unchanged
Annapolis Financial Services, LLC513$6.52K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC518$6.57K0.00%+13+2.6%Added
Resources Management Corp544$7.00K0.00%−3,474−86.5%Reduced
New England Capital Financial Advisors LLC584$7.42K0.00%+13+2.3%Added
Hoese & Co LLP600$7.62K0.01%00.0%Unchanged
Tortoise Investment Management, LLC650$8.26K0.00%00.0%Unchanged
Raleigh Capital Management Inc.670$8.51K0.00%+670New
Archer Investment Corp680$8.64K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC692$8.79K0.01%+277+66.7%Added
Caldwell Trust Co695$8.83K0.00%00.0%Unchanged
American National Bank705$8.95K0.00%00.0%Unchanged
Stone House Investment Management, LLC724$9.20K0.00%+6+0.8%Added
Independence Bank of Kentucky747$9.49K0.00%+747New
Toth Financial Advisory Corp786$9.98K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC852$10.8K0.00%00.0%Unchanged
WealthPLAN Partners, LLC892$11.3K0.00%−118−11.7%Reduced
Mark Sheptoff Financial Planning, LLC960$12.2K0.01%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.988$12.6K0.00%+511+107.1%Added
DB Wealth Management Group, LLC1,000$12.7K0.01%00.0%Unchanged
Stephens Consulting, LLC1,000$12.7K0.01%00.0%Unchanged
TD Capital Management LLC1,018$12.9K0.00%+24+2.4%Added
Asset Dedication, LLC1,000$13.0K0.00%+1,000New
Islay Capital Management, LLC1,024$13.0K0.01%00.0%Unchanged
Northwest Investment Counselors, LLC1,075$13.7K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC1,122$14.2K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC1,129$14.3K0.01%00.0%Unchanged
Sutton Wealth Advisors Inc.1,173$14.9K0.01%+47+4.2%Added
TSFG, LLC1,152$15.0K0.01%00.0%Unchanged
Financial Connections Group, Inc.1,212$15.0K0.01%+29+2.5%Added
Sandy Spring Bank1,200$15.2K0.00%−1,200−50.0%Reduced
Heritage Wealth Advisors1,246$15.8K0.00%+30+2.5%Added
Addison Advisors LLC1,280$16.3K0.01%+1,280New
First Personal Financial Services1,399$17.8K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.1,400$17.8K0.01%00.0%Unchanged
Armstrong Advisory Group, Inc1,433$18.2K0.00%+772+116.8%Added
AdvisorNet Financial, Inc1,463$18.6K0.00%+11+0.8%Added
VitalStone Financial, LLC1,500$19.0K0.01%−1,500−50.0%Reduced
Sawyer & Company, Inc1,500$19.0K0.01%00.0%Unchanged
SOA Wealth Advisors, LLC.1,500$19.1K0.00%00.0%Unchanged
Activest Wealth Management2,173$19.9K0.01%00.0%Unchanged
Sugarloaf Wealth Management, LLC1,607$20.4K0.00%+39+2.5%Added
Colonial Trust Co1,692$21.5K0.01%+1,692New
Delta Asset Management LLC1,756$22.3K0.00%00.0%Unchanged
Peoples Financial Services Corp.1,792$22.8K0.01%00.0%Unchanged
Coppell Advisory Solutions LLC1,834$23.4K0.01%+1,834New
Rocky Mountain Advisers, LLC1,953$24.4K0.01%00.0%Unchanged
Pacific Center for Financial Services1,920$24.4K0.01%00.0%Unchanged
Hanson & Doremus Investment Management1,952$25.0K0.01%00.0%Unchanged
Resurgent Financial Advisors LLC2,000$25.4K0.02%00.0%Unchanged
Compass Wealth Management LLC2,000$25.4K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC2,058$26.0K0.00%+2,058New
Harbor Investment Advisory, LLC2,050$26.0K0.00%+250+13.9%Added
Financial Freedom, LLC2,056$26.1K0.02%+50+2.5%Added
Strategic Investment Solutions, Inc.2,094$26.4K0.01%+49+2.4%Added
Community Bank, N.A.2,090$26.5K0.00%00.0%Unchanged
Wolff Wiese Magana LLC2,170$27.6K0.02%+1,240+133.3%Added
Focused Wealth Management, Inc2,178$27.7K0.00%+10+0.5%Added
Cherry Tree Wealth Management, LLC2,211$28.1K0.01%+2,211New
Tucker Asset Management LLC2,287$29.0K0.01%+259+12.8%Added
Jones Financial Companies LLLP2,309$29.3K0.00%+1,909+477.3%Added
Byrne Asset Management LLC2,400$30.0K0.02%00.0%Unchanged
Glen Eagle Advisors, LLC2,386$30.3K0.01%+250+11.7%Added
IMA Wealth, Inc.2,400$30.5K0.01%+1,200+100.0%Added
Global Trust Asset Management, LLC2,400$30.5K0.01%+2,400New
MRP Capital Investments, LLC2,456$31.2K0.03%−250−9.2%Reduced
Motco2,500$31.8K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC2,549$32.4K0.01%+1,526+149.2%Added
Ancora Advisors, LLC2,735$34.7K0.00%−1,200−30.5%Reduced
Kozak & Associates, Inc.2,713$34.9K0.01%00.0%Unchanged
Beacon Capital Management, LLC2,800$35.6K0.01%+500+21.7%Added
S.A. Mason LLC2,873$35.8K0.03%00.0%Unchanged
Trust Co2,930$37.2K0.01%00.0%Unchanged
Gradient Investments LLC2,994$38.0K0.00%+717+31.5%Added
HBC Financial Services, PLLC3,000$39.0K0.03%00.0%Unchanged
Rosenberg Matthew Hamilton3,109$39.5K0.01%00.0%Unchanged