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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 39,829 | $505.0K | 0.00% | +10,286+34.8% | Added |
| Guyasuta Investment Advisors Inc | 39,880 | $506.5K | 0.04% | +19,300+93.8% | Added |
| Quaker Capital Investments, LLC | 40,000 | $508.0K | 0.18% | 00.0% | Unchanged |
| IFG Advisory, LLC | 40,299 | $511.8K | 0.05% | −458−1.1% | Reduced |
| Doliver Advisors, LP | 40,374 | $512.8K | 0.16% | 00.0% | Unchanged |
| Partners Group Holding AG | 40,558 | $515.1K | 0.04% | 00.0% | Unchanged |
| Mather Group, LLC. | 40,656 | $516.3K | 0.01% | +144+0.4% | Added |
| Principal Street Partners, LLC | 40,784 | $518.0K | 0.12% | −12,759−23.8% | Reduced |
| BCJ Capital Management, LLC | 41,173 | $522.9K | 0.05% | −5,276−11.4% | Reduced |
| Modus Advisors, LLC | 41,302 | $524.5K | 0.23% | 00.0% | Unchanged |
| Morton Capital Management LLC | 41,351 | $525.2K | 0.18% | +781+1.9% | Added |
| XML Financial, LLC | 41,478 | $526.8K | 0.06% | +3,334+8.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 41,959 | $532.9K | 0.04% | −6,970−14.2% | Reduced |
| MMBG Investment Advisors Co. | 41,905 | $533.9K | 0.06% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 42,037 | $533.9K | 0.06% | +8,030+23.6% | Added |
| Oak Harvest Investment Services | 42,146 | $535.3K | 0.12% | +544+1.3% | Added |
| Southland Equity Partners LLC | 42,330 | $537.6K | 0.18% | 00.0% | Unchanged |
| HWG Holdings LP | 42,409 | $538.6K | 0.26% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 42,537 | $540.2K | 0.02% | −26,126−38.0% | Reduced |
| Independent Wealth Network Inc. | 42,656 | $541.7K | 0.33% | −20,054−32.0% | Reduced |
| Reuter James Wealth Management, LLC | 42,838 | $544.0K | 0.66% | −70−0.2% | Reduced |
| Waterfront Wealth Inc. | 41,114 | $544.4K | 0.16% | +629+1.6% | Added |
| Disciplined Investments, LLC | 43,479 | $552.2K | 0.30% | +12,653+41.0% | Added |
| Pinnacle Financial Partners Inc | 43,511 | $552.6K | 0.01% | 00.0% | Unchanged |
| BBR Partners, LLC | 43,824 | $556.6K | 0.06% | +2,374+5.7% | Added |
| Advisor OS, LLC | 43,862 | $557.0K | 0.09% | +2,528+6.1% | Added |
| Guggenheim Capital LLC | 45,144 | $573.3K | 0.00% | −77,711−63.3% | Reduced |
| Invenio Wealth Partners LLC | 45,216 | $574.2K | 0.65% | +45,216 | New |
| Empire Financial Management Company, LLC | 45,500 | $577.9K | 0.23% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 45,585 | $578.9K | 0.02% | −24,837−35.3% | Reduced |
| Burns Matteson Capital Management, LLC | 45,639 | $579.6K | 0.36% | +45,639 | New |
| KCM Investment Advisors LLC | 45,700 | $580.4K | 0.02% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 45,780 | $581.4K | 0.17% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 46,034 | $584.6K | 0.15% | 00.0% | Unchanged |
| BancorpSouth Bank | 46,245 | $587.3K | 0.05% | 00.0% | Unchanged |
| PFG Investments, LLC | 46,606 | $591.9K | 0.11% | +267+0.6% | Added |
| Kingswood Wealth Advisors, LLC | 47,094 | $598.1K | 0.19% | +47,094 | New |
| Compass Financial Group, INC | 47,459 | $602.7K | 0.18% | +215+0.5% | Added |
| Donoghue Forlines LLC | 47,582 | $604.3K | 0.19% | −14,736−23.6% | Reduced |
| Samalin Investment Counsel, LLC | 47,623 | $604.8K | 0.33% | −475−1.0% | Reduced |
| SEI Investments Co | 47,625 | $604.8K | 0.00% | +33,000+225.6% | Added |
| Ellsworth Advisors, LLC | 48,623 | $617.5K | 0.21% | +48,623 | New |
| Wellington Shields & Co., LLC | 48,964 | $621.8K | 0.15% | −384−0.8% | Reduced |
| StoneX Group Inc. | 49,134 | $624.0K | 0.06% | −10,914−18.2% | Reduced |
| F&V Capital Management, LLC | 49,547 | $629.0K | 0.20% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 50,094 | $636.2K | 0.17% | +375+0.8% | Added |
| Bridgewater Advisors Inc. | 50,172 | $637.2K | 0.13% | +210.0% | Added |
| Archford Capital Strategies, LLC | 47,992 | $637.3K | 0.12% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 50,670 | $643.5K | 0.11% | −4,700−8.5% | Reduced |
| Holderness Investments Co | 50,719 | $644.1K | 0.24% | −1,514−2.9% | Reduced |
| Kingsview Wealth Management, LLC | 50,852 | $645.8K | 0.03% | +2,090+4.3% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 51,336 | $652.0K | 0.33% | 00.0% | Unchanged |
| First Manhattan Co | 51,400 | $652.8K | 0.00% | −1,600−3.0% | Reduced |
| Aj Wealth Strategies, LLC | 51,439 | $653.3K | 0.03% | −11,576−18.4% | Reduced |
| Covenant Asset Management, LLC | 51,741 | $657.1K | 0.19% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 51,815 | $658.1K | 0.01% | −2,071−3.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 52,404 | $665.5K | 0.00% | −3,097−5.6% | Reduced |
| Avion Wealth | 53,003 | $673.0K | 0.18% | +62+0.1% | Added |
| HFG Advisors, Inc. | 53,485 | $679.3K | 0.72% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 53,972 | $685.4K | 0.05% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 54,169 | $687.9K | 0.26% | +3,685+7.3% | Added |
| Teamwork Financial Advisors, LLC | 54,222 | $688.6K | 0.11% | −1,272−2.3% | Reduced |
| HSBC Holdings PLC | 54,211 | $693.0K | 0.00% | −12,600−18.9% | Reduced |
| Level Four Advisory Services, LLC | 54,775 | $695.6K | 0.04% | +9,782+21.7% | Added |
| Olistico Wealth, LLC | 56,000 | $711.2K | 0.61% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 57,782 | $733.8K | 0.01% | +57,782 | New |
| FourThought Financial Partners, LLC | 57,996 | $736.6K | 0.10% | +200.0% | Added |
| Levin Capital Strategies, L.P. | 58,000 | $736.6K | 0.09% | +58,000 | New |
| Bard Financial Services, Inc. | 58,250 | $739.8K | 0.06% | +6,250+12.0% | Added |
| Personal Cfo Solutions, LLC | 58,446 | $742.3K | 0.15% | −809−1.4% | Reduced |
| Davenport & Co LLC | 58,574 | $743.9K | 0.01% | +11,784+25.2% | Added |
| Stockman Wealth Management, Inc. | 58,868 | $747.6K | 0.16% | −4,000−6.4% | Reduced |
| Wealth Alliance | 59,182 | $751.6K | 0.11% | +3,051+5.4% | Added |
| RMB Capital Management, LLC | 59,365 | $753.9K | 0.02% | −101−0.2% | Reduced |
| Nilsine Partners, LLC | 59,395 | $754.3K | 0.11% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 59,524 | $756.0K | 0.57% | 00.0% | Unchanged |
| Wedbush Securities Inc | 59,674 | $758.0K | 0.04% | +246+0.4% | Added |
| Arete Wealth Advisors, LLC | 59,737 | $759.0K | 0.07% | +23,089+63.0% | Added |
| Western Wealth Management, LLC | 60,000 | $762.0K | 0.07% | −118−0.2% | Reduced |
| EJF Capital LLC | 60,000 | $762.0K | 0.35% | 00.0% | Unchanged |
| Platform Technology Partners | 59,118 | $765.6K | 0.36% | −257−0.4% | Reduced |
| Virtus ETF Advisers LLC | 61,040 | $775.2K | 0.46% | −7,174−10.5% | Reduced |
| Meridian Wealth Advisors, LLC | 61,054 | $775.4K | 0.19% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 61,334 | $778.9K | 0.61% | 00.0% | Unchanged |
| PFG Advisors | 61,469 | $780.7K | 0.06% | −539−0.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 62,135 | $789.1K | 0.01% | +7,661+14.1% | Added |
| Anchor Investment Management, LLC | 63,230 | $803.0K | 0.10% | +1,100+1.8% | Added |
| Linscomb & Williams, Inc. | 63,319 | $804.1K | 0.04% | −2,872−4.3% | Reduced |
| MidWestOne Financial Group, Inc. | 64,404 | $817.9K | 0.18% | +28,910+81.5% | Added |
| Ieq Capital, LLC | 64,712 | $821.8K | 0.02% | +2,266+3.6% | Added |
| Cascade Investment Group, Inc. | 64,961 | $825.0K | 0.75% | +19,300+42.3% | Added |
| Monetary Management Group Inc | 66,000 | $838.2K | 0.26% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 66,062 | $839.0K | 0.03% | +13,755+26.3% | Added |
| Belpointe Asset Management LLC | 66,119 | $839.7K | 0.09% | −107,007−61.8% | Reduced |
| Transcend Wealth Collective, LLC | 66,127 | $839.8K | 0.08% | +7,663+13.1% | Added |
| Pensionmark Financial Group, LLC | 66,197 | $840.7K | 0.16% | +4,280+6.9% | Added |
| Mutual Advisors, LLC | 67,337 | $855.2K | 0.03% | −4,055−5.7% | Reduced |
| NewEdge Wealth, LLC | 68,748 | $873.1K | 0.03% | +1,500+2.2% | Added |
| Harrell Investment Partners, LLC | 69,239 | $879.3K | 0.30% | +69,239 | New |
| Stokes Family Office, LLC | 69,530 | $883.0K | 0.10% | 00.0% | Unchanged |