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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
TD Waterhouse Canada Inc.16,777$215.4K0.00%+827+5.2%Added
Leisure Capital Management17,000$215.9K0.12%00.0%Unchanged
Van Hulzen Asset Management, LLC17,120$217.0K0.02%00.0%Unchanged
Foster Victor Wealth Advisors, LLC16,914$217.2K0.02%+81+0.5%Added
FDx Advisors, Inc.17,155$218.0K0.01%−25,732−60.0%Reduced
Baker Tilly Wealth Management, LLC17,229$218.8K0.02%+1,249+7.8%Added
Security National Bank of Sioux City Iowa17,300$219.7K0.17%+17,300New
Caldwell Sutter Capital, Inc.17,303$219.7K0.12%+1,103+6.8%Added
Walkner Condon Financial Advisors LLC17,312$219.9K0.06%+404+2.4%Added
RiverTree Advisors, LLC17,500$222.3K0.16%00.0%Unchanged
Capasso Planning Partners LLC17,500$222.3K0.12%00.0%Unchanged
Grey Fox Wealth Advisors, LLC17,506$222.3K0.11%+409+2.4%Added
Cadent Capital Advisors, LLC17,517$222.5K0.14%+17,517New
RFG Advisory, LLC17,521$222.5K0.01%−524−2.9%Reduced
Rehmann Capital Advisory Group17,697$224.8K0.02%+1,593+9.9%Added
SFMG, LLC17,715$225.0K0.02%−2,278−11.4%Reduced
Old North State Trust, LLC17,739$225.0K0.17%00.0%Unchanged
RiverGlades Family Offices LLC17,850$226.7K0.20%00.0%Unchanged
Romano Brothers and Company17,862$226.8K0.03%00.0%Unchanged
FinTrust Capital Advisors, LLC19,144$227.2K0.05%00.0%Unchanged
Mayflower Financial Advisors, LLC17,901$227.3K0.03%−1,000−5.3%Reduced
Brave Asset Management Inc18,000$228.6K0.07%00.0%Unchanged
Mark Stevens18,051$229.2K0.03%00.0%Unchanged
Antonetti Capital Management LLC18,105$229.9K0.33%+500+2.8%Added
Salvus Wealth Management, LLC18,156$230.6K0.18%−1,582−8.0%Reduced
Summit Financial, LLC18,208$231.2K0.02%+8,024+78.8%Added
Kennedy Investment Group18,235$231.6K0.14%+415+2.3%Added
Strategic Financial Concepts, LLC18,249$231.8K0.09%+1,394+8.3%Added
Opus Capital Group, LLC18,399$234.0K0.04%00.0%Unchanged
Dudley Capital Management, LLC18,447$234.3K0.16%00.0%Unchanged
Financial Partners Group, Inc18,415$234.8K0.05%+440+2.4%Added
Jaffetilchin Investment Partners, LLC18,621$236.5K0.02%+1,958+11.8%Added
Integrated Advisors Network LLC18,639$236.7K0.01%+4,087+28.1%Added
Farmers & Merchants Investments Inc18,747$238.1K0.01%00.0%Unchanged
Ropes Wealth Advisors LLC18,835$239.2K0.04%00.0%Unchanged
Lake Street Advisors Group, LLC18,923$240.0K0.01%00.0%Unchanged
Gsa Capital Partners LLP18,924$240.0K0.02%+18,924New
Poplar Forest Capital LLC18,950$240.7K0.03%00.0%Unchanged
Whittier Trust Co19,110$242.7K0.00%−7,170−27.3%Reduced
Good Life Advisors, LLC19,160$243.3K0.03%+3,854+25.2%Added
Capital Market Strategies LLC19,323$245.4K0.23%00.0%Unchanged
BDO Wealth Advisors, LLC19,335$245.6K0.03%00.0%Unchanged
White Pine Capital LLC19,375$246.1K0.09%+19,375New
Cypress Capital Management LLC (WY)19,400$246.4K0.28%00.0%Unchanged
HBK Sorce Advisory LLC19,423$246.7K0.01%+150+0.8%Added
Synovus Financial Corp19,460$247.2K0.00%+2,209+12.8%Added
Aldebaran Financial Inc.19,500$247.7K0.36%00.0%Unchanged
Parallel Advisors, LLC19,515$247.8K0.01%+2,720+16.2%Added
Smithbridge Asset Management Inc19,502$248.0K0.06%+247+1.3%Added
Sawtooth Solutions, LLC19,570$248.5K0.01%−25,004−56.1%Reduced
Bleakley Financial Group, LLC19,570$248.5K0.01%+560+2.9%Added
Financial Advocates Investment Management19,600$248.9K0.02%+85+0.4%Added
Atlas Private Wealth Advisors19,819$251.7K0.05%+19,819New
Hoylecohen, LLC19,920$253.0K0.02%00.0%Unchanged
Daymark Wealth Partners, LLC19,935$253.2K0.02%+5,468+37.8%Added
MONECO Advisors, LLC19,981$253.8K0.07%+27+0.1%Added
Summit Financial Wealth Advisors, LLC20,000$254.0K0.06%00.0%Unchanged
Baird Financial Group, Inc.20,000$254.0K0.00%+20,000New
One Charles Private Wealth Services, LLC20,000$254.0K0.15%+20,000New
Hilltop Holdings Inc.20,008$254.1K0.03%+820+4.3%Added
Bogart Wealth, LLC20,014$254.2K0.02%+1,609+8.7%Added
Sepio Capital, LP20,021$254.3K0.02%00.0%Unchanged
Matrix Private Capital Group LLC20,043$254.5K0.19%−97,191−82.9%Reduced
Edgemoor Investment Advisors, Inc.20,140$255.8K0.03%−400−1.9%Reduced
Asset Allocation Strategies LLC20,629$262.0K0.12%+20,629New
Act Wealth Management, LLC20,667$262.5K0.15%+2,236+12.1%Added
Signature Wealth Management Partners, LLC20,872$265.1K0.25%−799−3.7%Reduced
Laidlaw Wealth Management LLC20,946$266.0K0.05%+3,714+21.6%Added
Belfer Management LLC20,963$266.2K7.07%00.0%Unchanged
Whitener Capital Management, Inc.21,404$271.8K0.10%+2,500+13.2%Added
1st Source Bank21,444$272.3K0.02%00.0%Unchanged
Mosaic Family Wealth Partners, LLC21,496$273.0K0.05%+13+0.1%Added
Avantax Planning Partners, Inc.21,601$274.3K0.01%00.0%Unchanged
Savant Capital, LLC21,835$277.3K0.00%+21,835New
Founders Financial Alliance, LLC22,017$279.6K0.11%+22,017New
Garrett Wealth Advisory Group, LLC22,092$280.6K0.12%−1,539−6.5%Reduced
Penbrook Management LLC22,118$280.9K0.20%00.0%Unchanged
Woodward Diversified Capital, LLC22,223$282.2K0.21%−899−3.9%Reduced
Delos Wealth Advisors, LLC22,276$282.9K0.36%00.0%Unchanged
Affinity Wealth Management LLC22,342$283.7K0.07%+1,696+8.2%Added
Wealth Alliance Advisory Group, LLC22,382$284.3K0.10%+4,546+25.5%Added
Moloney Securities Asset Management, LLC22,456$285.2K0.05%+2,486+12.4%Added
Colony Group LLC22,520$286.0K0.00%−30.0%Reduced
CoreCap Advisors, LLC22,541$286.3K0.02%+22,541New
Brown Brothers Harriman & Co22,605$287.1K0.00%00.0%Unchanged
Inspire Advisors, LLC22,630$287.4K0.06%+5,276+30.4%Added
Heritage Trust Co22,741$288.8K0.04%+473+2.1%Added
Fortis Capital Management LLC23,156$294.1K0.10%+554+2.5%Added
Buckingham Strategic Partners23,307$296.0K0.02%+11,472+96.9%Added
Signaturefd, LLC23,372$296.8K0.01%−827−3.4%Reduced
Biondo Investment Advisors, LLC23,460$297.9K0.06%00.0%Unchanged
Central Trust Co23,470$298.1K0.01%+1,000+4.5%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management23,834$302.7K0.01%+6,552+37.9%Added
Verity & Verity, LLC23,978$304.5K0.04%00.0%Unchanged
FirstPurpose Wealth LLC24,139$306.6K0.13%00.0%Unchanged
HAP Trading, LLC24,143$306.6K0.09%−5,866−19.5%Reduced
Ausdal Financial Partners, Inc.24,244$307.9K0.04%+940+4.0%Added
Wetherby Asset Management Inc24,293$308.5K0.02%00.0%Unchanged
Van Cleef Asset Management,Inc24,300$308.6K0.05%−500−2.0%Reduced
MV Capital Management, Inc.24,460$310.6K0.04%00.0%Unchanged