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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,304 | $21.1B |
| Q1 2026 | 1,304 | $20.9B |
| Q4 2025 | 1,262 | $16.9B |
| Q3 2025 | 1,226 | $17.9B |
| Q2 2025 | 1,235 | $19.6B |
| Q1 2025 | 1,215 | $20.5B |
| Q4 2024 | 1,206 | $22.4B |
| Q3 2024 | 1,100 | $18.1B |
| Q2 2024 | 1,081 | $18.2B |
| Q1 2024 | 1,059 | $17.7B |
| Q4 2023 | 1,056 | $15.8B |
| Q3 2023 | 965 | $15.1B |
| Q2 2023 | 955 | $13.7B |
| Q1 2023 | 932 | $13.8B |
| Q4 2022 | 915 | $13.7B |
| Q3 2022 | 854 | $13.0B |
| Q2 2022 | 845 | $12.0B |
| Q1 2022 | 829 | $13.6B |
| Q4 2021 | 811 | $9.66B |
| Q3 2021 | 773 | $9.79B |
| Q2 2021 | 752 | $10.8B |
| Q1 2021 | 738 | $7.83B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| American Institute for Advanced Investment Management, LLP | 24,600 | $312.4K | 0.27% | +1,900+8.4% | Added |
| Stratos Wealth Advisors, LLC | 24,777 | $314.7K | 0.02% | −19,060−43.5% | Reduced |
| Stokes Capital Advisors, LLC | 24,846 | $315.5K | 0.11% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 24,326 | $315.6K | 0.04% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 24,883 | $316.0K | 0.06% | +1,872+8.1% | Added |
| Fidelis Capital Partners, LLC | 24,899 | $316.2K | 0.12% | 00.0% | Unchanged |
| E&G Advisors, LP | 25,046 | $318.1K | 0.11% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 25,270 | $320.9K | 0.03% | −648−2.5% | Reduced |
| Bienville Capital Management, LLC | 25,406 | $322.7K | 0.12% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 25,465 | $323.0K | 0.23% | +2,695+11.8% | Added |
| Huntington National Bank | 25,486 | $323.7K | 0.00% | −21,410−45.7% | Reduced |
| Mattern Wealth Management LLC | 25,700 | $326.4K | 0.10% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 25,897 | $328.9K | 0.00% | +192+0.7% | Added |
| Wintrust Investments LLC | 26,068 | $331.0K | 0.03% | +3,043+13.2% | Added |
| Tradition Wealth Management, LLC | 26,118 | $332.0K | 0.04% | +4,950+23.4% | Added |
| Insigneo Advisory Services, LLC | 26,181 | $332.5K | 0.06% | +26,181 | New |
| Flagship Harbor Advisors, LLC | 26,182 | $332.5K | 0.03% | −893−3.3% | Reduced |
| Arkadios Wealth Advisors | 26,321 | $334.3K | 0.04% | −157−0.6% | Reduced |
| North Star Investment Management Corp. | 26,493 | $336.5K | 0.03% | +157+0.6% | Added |
| Clear Harbor Asset Management, LLC | 26,599 | $337.8K | 0.03% | +1,000+3.9% | Added |
| MSH Capital Advisors LLC | 26,761 | $339.9K | 0.12% | +4,167+18.4% | Added |
| Carnegie Capital Asset Management, LLC | 26,892 | $341.5K | 0.01% | −2,703−9.1% | Reduced |
| Eudaimonia Partners, LLC | 26,900 | $341.6K | 0.08% | +7,600+39.4% | Added |
| Hartford Financial Management Inc. | 27,134 | $344.6K | 0.09% | 00.0% | Unchanged |
| Sabal Trust CO | 27,271 | $346.3K | 0.02% | +27,271 | New |
| SageView Advisory Group, LLC | 27,336 | $347.2K | 0.02% | +819+3.1% | Added |
| Essex Financial Services, Inc. | 27,405 | $348.0K | 0.04% | +38+0.1% | Added |
| Morling Financial Advisors, LLC | 27,441 | $348.5K | 0.34% | +641+2.4% | Added |
| Magnolia Capital Advisors LLC | 27,565 | $350.1K | 0.18% | +569+2.1% | Added |
| Financial Advisory Service, Inc. | 27,628 | $350.9K | 0.04% | +319+1.2% | Added |
| Perigon Wealth Management, LLC | 27,633 | $350.9K | 0.01% | +360+1.3% | Added |
| Gladstone Institutional Advisory LLC | 27,633 | $350.9K | 0.02% | +9,129+49.3% | Added |
| S. R. Schill & Associates | 27,770 | $352.7K | 0.16% | −10,000−26.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 28,010 | $355.7K | 0.02% | +643+2.3% | Added |
| Sequoia Financial Advisors, LLC | 28,080 | $356.6K | 0.01% | +8,751+45.3% | Added |
| Regions Financial Corp | 28,199 | $358.1K | 0.00% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 28,252 | $358.8K | 0.02% | −768−2.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 28,282 | $359.2K | 0.18% | −1,981−6.5% | Reduced |
| Gratus Capital LLC | 28,554 | $362.6K | 0.03% | +28,554 | New |
| J.W. Cole Advisors, Inc. | 28,641 | $363.7K | 0.03% | −4,230−12.9% | Reduced |
| Advus Financial Partners, LLC | 28,753 | $365.2K | 0.14% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 28,767 | $365.3K | 0.16% | −1,811−5.9% | Reduced |
| Umb Bank N A | 28,804 | $365.8K | 0.01% | +700+2.5% | Added |
| Levy Wealth Management Group, LLC | 28,842 | $366.3K | 0.11% | −491−1.7% | Reduced |
| Asio Capital, LLC | 28,900 | $367.0K | 0.09% | −1,500−4.9% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 29,016 | $368.5K | 0.07% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 29,651 | $376.6K | 0.07% | +60.0% | Added |
| Benedetti & Gucer, Inc. | 29,680 | $377.0K | 0.19% | +4,337+17.1% | Added |
| King Wealth | 29,955 | $380.0K | 0.08% | +100.0% | Added |
| Joseph P. Lucia & Associates, LLC | 29,935 | $380.2K | 0.25% | +9,750+48.3% | Added |
| JBF Capital, Inc. | 30,000 | $381.0K | 0.08% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 30,000 | $381.0K | 0.32% | +30,000 | New |
| Aspen Grove Capital, LLC | 30,001 | $381.0K | 0.12% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 30,251 | $384.2K | 0.18% | +30,251 | New |
| Adell Harriman & Carpenter Inc | 30,055 | $386.2K | 0.04% | −694−2.3% | Reduced |
| AlphaQ Advisors LLC | 30,717 | $390.1K | 0.29% | +6,867+28.8% | Added |
| Veracity Capital LLC | 30,720 | $390.1K | 0.17% | 00.0% | Unchanged |
| Fiduciary Group LLC | 30,872 | $392.1K | 0.05% | +21+0.1% | Added |
| Somerset Group LLC | 31,000 | $393.7K | 0.33% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 31,057 | $394.4K | 0.05% | +3,936+14.5% | Added |
| Stonegate Investment Group, LLC | 31,327 | $397.9K | 0.01% | +4,643+17.4% | Added |
| Two Sigma Securities, LLC | 31,382 | $398.6K | 0.03% | +31,382 | New |
| EP Wealth Advisors, LLC | 10,000 | $401.9K | 0.01% | +8,695+666.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 31,771 | $403.5K | 0.00% | −19,677−38.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 31,784 | $403.7K | 0.05% | −3,147−9.0% | Reduced |
| Ameritas Advisory Services, LLC | 32,096 | $409.2K | 0.05% | −17,525−35.3% | Reduced |
| ARS Wealth Advisors Group, LLC | 32,430 | $411.9K | 0.07% | +500+1.6% | Added |
| Keystone Financial Group | 32,497 | $412.7K | 0.07% | +32,497 | New |
| Youngs Advisory Group, Inc. | 32,501 | $412.8K | 0.22% | +136+0.4% | Added |
| Bessemer Group Inc | 32,504 | $413.0K | 0.00% | −1,100−3.3% | Reduced |
| Hilton Capital Management, LLC | 32,755 | $416.0K | 0.05% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 32,978 | $418.8K | 0.02% | −791−2.3% | Reduced |
| SRS Capital Advisors, Inc. | 33,217 | $421.9K | 0.05% | +18,506+125.8% | Added |
| Cornerstone Wealth Management, LLC | 33,233 | $422.1K | 0.04% | +10,466+46.0% | Added |
| WealthTrust Axiom LLC | 33,478 | $425.2K | 0.14% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 34,001 | $431.8K | 0.21% | −4,000−10.5% | Reduced |
| Diligent Investors, LLC | 34,050 | $432.4K | 0.13% | 00.0% | Unchanged |
| Virtu Financial LLC | 34,286 | $435.0K | 0.03% | +10,647+45.0% | Added |
| Berkshire Asset Management LLC | 34,579 | $439.2K | 0.03% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 34,696 | $440.6K | 0.03% | −57,095−62.2% | Reduced |
| Camelot Portfolios, LLC | 34,975 | $444.2K | 0.28% | +40+0.1% | Added |
| GPS Wealth Strategies Group, LLC | 35,206 | $447.1K | 0.08% | +10,825+44.4% | Added |
| Ashford Capital Management Inc | 35,843 | $455.2K | 0.06% | +10,000+38.7% | Added |
| WR Wealth Planners, LLC | 35,852 | $455.3K | 0.18% | 00.0% | Unchanged |
| Argent Trust Co | 35,987 | $457.0K | 0.02% | +1,227+3.5% | Added |
| Visionary Wealth Advisors | 36,182 | $459.5K | 0.04% | +188+0.5% | Added |
| Neville Rodie & Shaw Inc | 36,635 | $466.0K | 0.04% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 36,800 | $467.4K | 0.05% | −700−1.9% | Reduced |
| Gould Asset Management LLC | 37,306 | $473.8K | 0.13% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 37,348 | $474.3K | 0.02% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 37,506 | $476.3K | 0.10% | +15,114+67.5% | Added |
| Dynamic Advisor Solutions LLC | 37,883 | $481.1K | 0.02% | −40,245−51.5% | Reduced |
| Fortis Group Advisors, LLC | 37,896 | $481.3K | 0.13% | −2,764−6.8% | Reduced |
| Wescott Financial Advisory Group, LLC | 37,927 | $481.7K | 0.09% | +901+2.4% | Added |
| Cowen Prime Advisors LLC | 38,000 | $482.6K | 0.17% | 00.0% | Unchanged |
| SCP Investment, LP | 38,800 | $492.8K | 0.40% | +10,000+34.7% | Added |
| Eudaimonia Advisors LLC | 39,037 | $495.8K | 0.33% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 39,115 | $496.8K | 0.26% | −3,761−8.8% | Reduced |
| SkyView Investment Advisors, LLC | 39,115 | $497.0K | 0.12% | −3,761−8.8% | Reduced |
| Lee Financial Co | 39,582 | $502.7K | 0.09% | 00.0% | Unchanged |