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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; 1,304 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
Key Financial Inc3,298$41.9K0.01%+51+1.6%Added
Cary Street Partner Investment Advisory LLC3,465$44.0K0.00%+1,209+53.6%Added
Optimum Investment Advisors3,500$44.5K0.02%00.0%Unchanged
Operose Advisors LLC3,556$45.2K0.02%00.0%Unchanged
Atticus Wealth Management, LLC3,583$45.5K0.02%+1,083+43.3%Added
Kelly Lawrence W & Associates Inc3,600$45.9K0.01%00.0%Unchanged
Tyler-Stone Wealth Management3,600$46.0K0.03%+3,600New
Benjamin F. Edwards & Company, Inc.3,809$48.0K0.00%+29+0.8%Added
Essex Investment Management Co LLC3,987$50.6K0.01%00.0%Unchanged
Godsey & Gibb Associates4,000$50.8K0.01%−1,536−27.7%Reduced
Quent Capital, LLC4,086$51.9K0.01%+98+2.5%Added
Venturi Wealth Management, LLC4,165$52.9K0.00%−1,015−19.6%Reduced
Plante Moran Financial Advisors, LLC4,170$53.0K0.01%00.0%Unchanged
WFA Asset Management Corp4,340$55.1K0.03%+69+1.6%Added
Oakworth Capital, Inc.4,416$56.1K0.00%00.0%Unchanged
Estabrook Capital Management4,451$56.5K0.01%00.0%Unchanged
Ulland Investment Advisors, LLC4,500$57.0K0.06%+4,500New
City Holding Co4,588$58.3K0.01%00.0%Unchanged
Carmichael Hill & Associates, Inc.4,594$58.3K0.03%+814+21.5%Added
Retirement Group, LLC4,650$59.1K0.02%+700+17.7%Added
South State Corp.4,958$63.0K0.01%00.0%Unchanged
IAG Wealth Partners, LLC4,979$63.2K0.02%+179+3.7%Added
CoreCommodity Management, LLC5,055$64.2K0.02%+5,055New
Proffitt & Goodson Inc5,196$66.0K0.01%00.0%Unchanged
Tompkins Financial Corp5,500$69.8K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC5,578$70.8K0.01%+3,850+222.8%Added
AlphaCore Capital LLC5,603$71.2K0.01%+5,000+829.2%Added
Norwood Financial Corp5,649$71.7K0.11%+2,289+68.1%Added
Mechanics Financial Corp5,703$72.4K0.04%+1,703+42.6%Added
Oliver Lagore Vanvalin Investment Group5,750$73.0K0.03%00.0%Unchanged
Colonial Trust Advisors6,534$83.0K0.01%−1,346−17.1%Reduced
ICA Group Wealth Management, LLC6,800$86.4K0.02%+2,875+73.2%Added
Sound Income Strategies, LLC7,561$96.0K0.01%+203+2.8%Added
Washington Trust Co7,599$96.5K0.00%−3,000−28.3%Reduced
Endurance Wealth Management, Inc.7,620$97.0K0.01%+2,180+40.1%Added
Trifecta Capital Advisors, LLC7,700$97.8K0.03%00.0%Unchanged
AllSquare Wealth Management LLC8,000$99.9K0.06%00.0%Unchanged
Headlands Technologies LLC8,220$104.4K0.03%+8,220New
Horan Securities, Inc.8,344$106.0K0.04%+38+0.5%Added
MCF Advisors LLC8,383$106.5K0.01%+203+2.5%Added
Centaurus Financial, Inc.8,564$109.0K0.01%−8,995−51.2%Reduced
Bank of New Hampshire8,728$110.8K0.03%00.0%Unchanged
Webster Bank, N. A.9,025$114.6K0.01%00.0%Unchanged
Federation des caisses Desjardins du Quebec9,135$116.0K0.00%−2,500−21.5%Reduced
Worth Asset Management, LLC9,254$117.5K0.09%+31+0.3%Added
Allworth Financial LP9,273$117.8K0.00%+1,921+26.1%Added
GHP Investment Advisors, Inc.9,321$118.9K0.01%−279−2.9%Reduced
Hexagon Capital Partners LLC9,418$119.6K0.03%00.0%Unchanged
Counterpoint Mutual Funds LLC9,627$122.3K0.11%+9,627New
Highlander Capital Management, LLC9,675$123.0K0.06%00.0%Unchanged
Barrett & Company, Inc.97,005$123.3K0.07%+87,869+961.8%Added
Fulton Bank, N.A.10,080$128.0K0.01%00.0%Unchanged
GM Advisory Group, Inc.10,102$128.3K0.01%00.0%Unchanged
McElhenny Sheffield Capital Management, LLC10,134$128.7K0.05%00.0%Unchanged
United Asset Strategies, Inc.10,149$128.9K0.02%+10,149New
PCA Investment Advisory Services Inc.10,149$128.9K0.08%−1,812−15.1%Reduced
Titleist Asset Management, LLC10,174$129.2K0.03%−517−4.8%Reduced
WPWealth LLP10,190$129.4K0.06%+10,190New
Vista Investment Management10,200$129.5K0.07%+10,200New
Jmac Enterprises LLC10,218$129.8K0.03%+10,218New
Voya Financial Advisors, Inc.10,168$129.8K0.02%−40.0%Reduced
Valley National Advisers Inc10,211$130.0K0.02%+21+0.2%Added
Wedmont Private Capital10,079$130.0K0.01%+55+0.5%Added
Forum Financial Management, LP10,238$130.0K0.00%+10,238New
McDonald Partners LLC10,251$130.2K0.04%+197+2.0%Added
Diversified Trust Co10,268$130.4K0.00%+10,268New
Steel Peak Wealth Management LLC10,271$130.4K0.01%+10,271New
Prio Wealth Limited Partnership10,300$130.8K0.00%00.0%Unchanged
Wealth Effects LLC10,300$130.8K0.06%00.0%Unchanged
Colorado Capital Management, Inc.10,360$131.0K0.10%00.0%Unchanged
First Heartland Consultants, Inc.10,340$131.3K0.02%−425−3.9%Reduced
Rather & Kittrell, Inc.10,541$133.9K0.06%−1,959−15.7%Reduced
Cooper Financial Group10,600$134.6K0.03%+10,600New
StrategIQ Financial Group, LLC10,714$136.1K0.02%−500−4.5%Reduced
O'Dell Group, LLC10,900$138.4K0.04%00.0%Unchanged
Goodwin Daniel L11,000$139.7K0.07%+11,000New
Pettinga Financial Advisors, LLC11,035$140.1K0.04%+11,035New
Safeguard Investment Advisory Group, LLC11,037$140.2K0.06%+703+6.8%Added
Brighton Jones LLC11,084$140.8K0.01%+41+0.4%Added
V Wealth Advisors LLC11,090$140.8K0.02%+49+0.4%Added
Capstone Financial Advisors, Inc.11,110$141.1K0.01%+30.0%Added
GYL Financial Synergies, LLC11,204$142.3K0.01%−45,283−80.2%Reduced
Creative Financial Designs Inc11,210$142.4K0.02%00.0%Unchanged
Bramshill Investments, LLC11,214$142.4K0.01%+11,214New
Indiana Trust & Investment Management CO11,220$142.5K0.07%−1,474−11.6%Reduced
Walker Asset Management, LLC11,243$142.8K0.12%+201+1.8%Added
We Are One Seven, LLC11,299$143.5K0.01%+11,299New
Fisher Asset Management, LLC11,350$144.2K0.00%−8,649−43.2%Reduced
David Loasby11,285$144.4K0.02%+11,285New
Cantor Fitzgerald, L. P.11,400$144.8K0.00%00.0%Unchanged
Ethos Financial Group, LLC11,731$146.3K0.05%00.0%Unchanged
Centurion Wealth Management LLC11,559$146.8K0.07%00.0%Unchanged
American Financial Advisors, LLC11,568$146.9K0.02%−1,580−12.0%Reduced
Cumberland Advisors Inc11,729$149.0K0.07%00.0%Unchanged
First Horizon Advisors, Inc.11,884$150.9K0.01%+1,573+15.3%Added
Shepherd Financial Partners LLC11,892$151.0K0.02%+278+2.4%Added
Herold Advisors, Inc.11,910$151.3K0.05%+10+0.1%Added
Proequities, Inc.11,934$151.6K0.01%+183+1.6%Added
Wolff Financial Management LLC12,000$152.0K0.13%00.0%Unchanged
Hall Laurie J Trustee12,004$152.0K0.06%00.0%Unchanged