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 |
|---|---|---|---|---|---|
| Keybank National Association | 140,449 | $1.78M | 0.01% | +3,495+2.6% | Added |
| Northeast Financial Consultants Inc | 140,522 | $1.78M | 0.11% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 141,721 | $1.80M | 0.08% | −464−0.3% | Reduced |
| First Dallas Securities Inc. | 144,372 | $1.83M | 1.02% | +61,948+75.2% | Added |
| Autumn Glory Partners, LLC | 145,032 | $1.84M | 1.35% | −1,467−1.0% | Reduced |
| Secure Asset Management, LLC | 145,371 | $1.85M | 0.56% | +7,850+5.7% | Added |
| Independent Advisor Alliance | 146,536 | $1.86M | 0.08% | +235+0.2% | Added |
| Raymond James Trust N.A. | 146,970 | $1.87M | 0.05% | +6,203+4.4% | Added |
| Callodine Capital Management, LP | 150,000 | $1.91M | 0.55% | 00.0% | Unchanged |
| M&T Bank Corp | 150,484 | $1.91M | 0.01% | −28,914−16.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 151,372 | $1.92M | 0.00% | +13,475+9.8% | Added |
| Aurora Private Wealth, Inc. | 153,643 | $1.95M | 2.22% | −7,185−4.5% | Reduced |
| Pacer Advisors, Inc. | 154,611 | $1.96M | 0.01% | −9,066−5.5% | Reduced |
| Clarus Group, Inc. | 155,001 | $1.97M | 1.44% | +113,948+277.6% | Added |
| Jackson Hole Capital Partners, LLC | 155,963 | $1.98M | 0.54% | +3,960+2.6% | Added |
| Howard Financial Services, Ltd. | 159,397 | $2.02M | 0.48% | +728+0.5% | Added |
| CFM Wealth Partners LLC | 161,749 | $2.05M | 0.50% | +161,749 | New |
| Kornitzer Capital Management Inc | 162,600 | $2.07M | 0.04% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 162,857 | $2.07M | 0.05% | +25,397+18.5% | Added |
| Lincoln National Corp | 163,118 | $2.07M | 0.04% | +8,066+5.2% | Added |
| Beverly Hills Private Wealth, LLC | 162,494 | $2.07M | 0.34% | −5,330−3.2% | Reduced |
| Icon Wealth Partners, LLC | 164,073 | $2.08M | 0.22% | +493+0.3% | Added |
| Great Valley Advisor Group, Inc. | 170,220 | $2.16M | 0.09% | −157,640−48.1% | Reduced |
| Monticello Wealth Management, LLC | 171,237 | $2.17M | 0.22% | +989+0.6% | Added |
| Valeo Financial Advisors, LLC | 171,486 | $2.18M | 0.10% | +8,820+5.4% | Added |
| Oppenheimer Asset Management Inc. | 172,115 | $2.19M | 0.03% | +838+0.5% | Added |
| Cetera Investment Advisers | 172,327 | $2.19M | 0.02% | +5,877+3.5% | Added |
| Botty Investors LLC | 172,570 | $2.19M | 0.85% | 00.0% | Unchanged |
| Lido Advisors, LLC | 173,293 | $2.20M | 0.02% | +79,885+85.5% | Added |
| IHT Wealth Management, LLC | 173,942 | $2.21M | 0.12% | +11,632+7.2% | Added |
| Fort Sheridan Advisors LLC | 175,198 | $2.23M | 0.51% | +8,475+5.1% | Added |
| Horizon Kinetics Asset Management LLC | 175,393 | $2.23M | 0.05% | −187−0.1% | Reduced |
| ML & R Wealth Management LLC | 175,550 | $2.23M | 0.49% | +175,550 | New |
| Veritable, L.P. | 177,458 | $2.25M | 0.04% | +4,156+2.4% | Added |
| Harbour Investments, Inc. | 179,110 | $2.27M | 0.11% | +3,449+2.0% | Added |
| True North Advisors, LLC | 180,953 | $2.30M | 0.65% | +344+0.2% | Added |
| Basso Capital Management, L.P. | 182,500 | $2.32M | 2.56% | +8,950+5.2% | Added |
| Sunbelt Securities, Inc. | 188,007 | $2.39M | 0.34% | +10,536+5.9% | Added |
| Venture Visionary Partners LLC | 192,260 | $2.44M | 0.14% | −19,290−9.1% | Reduced |
| Ingalls & Snyder LLC | 193,728 | $2.46M | 0.12% | +636+0.3% | Added |
| Wealthspire Advisors, LLC | 196,652 | $2.50M | 0.04% | +32,527+19.8% | Added |
| Bahl & Gaynor Inc | 197,800 | $2.51M | 0.02% | +113,000+133.3% | Added |
| Franklin Resources Inc | 198,085 | $2.52M | 0.00% | +14,750+8.0% | Added |
| Lavaca Capital LLC | 198,136 | $2.52M | 0.78% | −200−0.1% | Reduced |
| Institutional & Family Asset Management, LLC | 199,048 | $2.53M | 0.41% | 00.0% | Unchanged |
| BlackRock Inc. | 201,953 | $2.56M | 0.00% | −516,009−71.9% | Reduced |
| Clear Street Markets LLC | 206,100 | $2.62M | 1.08% | −83,500−28.8% | Reduced |
| Northern Trust Corp | 207,004 | $2.63M | 0.00% | +24,854+13.6% | Added |
| Jefferies Financial Group Inc. | 208,697 | $2.65M | 0.06% | −310−0.1% | Reduced |
| Apollon Wealth Management, LLC | 211,887 | $2.69M | 0.13% | +22,613+11.9% | Added |
| Advisory Services Network, LLC | 212,267 | $2.70M | 0.07% | +18,342+9.5% | Added |
| CWM, LLC | 217,815 | $2.77M | 0.02% | −24,334−10.0% | Reduced |
| Prospera Financial Services Inc | 219,240 | $2.78M | 0.11% | +460.0% | Added |
| Claybrook Capital, LLC | 222,298 | $2.82M | 1.51% | +40,453+22.2% | Added |
| Envestnet Asset Management Inc | 222,645 | $2.83M | 0.00% | −10,944−4.7% | Reduced |
| American Assets Investment Management, LLC | 225,800 | $2.87M | 0.32% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 231,692 | $2.94M | 0.06% | +4,153+1.8% | Added |
| Northern Right Capital Management, L.P. | 231,769 | $2.94M | 1.20% | +9,872+4.4% | Added |
| Cetera Advisors LLC | 232,039 | $2.95M | 0.05% | +7,603+3.4% | Added |
| Fortem Financial Group, LLC | 232,231 | $2.95M | 1.75% | −8,396−3.5% | Reduced |
| Old North State Wealth Management, LLC | 236,828 | $3.01M | 2.64% | +4,084+1.8% | Added |
| International Assets Investment Management, LLC | 236,892 | $3.01M | 0.41% | −37,096−13.5% | Reduced |
| 180 Wealth Advisors, LLC | 234,451 | $3.01M | 0.66% | −9,472−3.9% | Reduced |
| Cercano Management LLC | 246,125 | $3.13M | 0.11% | +200+0.1% | Added |
| Brown Advisory Inc | 247,534 | $3.14M | 0.00% | −8,573−3.3% | Reduced |
| Morningstar Investment Management LLC | 250,633 | $3.18M | 0.42% | −22,497−8.2% | Reduced |
| Americana Partners, LLC | 250,678 | $3.18M | 0.41% | +4,721+1.9% | Added |
| Stratos Wealth Partners, LTD. | 254,898 | $3.24M | 0.07% | +9,648+3.9% | Added |
| Fort Washington Investment Advisors Inc | 255,296 | $3.24M | 0.02% | +10,000+4.1% | Added |
| Pin Oak Investment Advisors Inc | 256,121 | $3.25M | 3.61% | +1,925+0.8% | Added |
| ProShare Advisors LLC | 260,727 | $3.31M | 0.01% | +5,765+2.3% | Added |
| Capital Investment Advisors, LLC | 262,558 | $3.33M | 0.10% | −2,633−1.0% | Reduced |
| Bourgeon Capital Management LLC | 263,995 | $3.35M | 0.78% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 264,408 | $3.36M | 0.36% | −1,264−0.5% | Reduced |
| HRT Financial LP | 264,410 | $3.36M | 0.03% | +264,410 | New |
| GTS Securities LLC | 267,838 | $3.40M | 0.11% | +267,838 | New |
| Fairholme Capital Management LLC | 268,700 | $3.41M | 0.26% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 270,000 | $3.43M | 1.16% | 00.0% | Unchanged |
| PSI Advisors, LLC | 270,190 | $3.43M | 1.51% | +7,044+2.7% | Added |
| Simplex Trading, LLC | 270,447 | $3.43M | 0.15% | −46,449−14.7% | Reduced |
| Lake Street Financial LLC | 270,532 | $3.44M | 0.60% | +5,324+2.0% | Added |
| Cohen Capital Management, Inc. | 271,704 | $3.45M | 0.67% | 00.0% | Unchanged |
| Calamos Advisors LLC | 272,025 | $3.45M | 0.02% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 0 | $3.49M | 0.20% | −175,197−100.0% | Reduced |
| Terril Brothers, Inc. | 276,550 | $3.51M | 1.55% | −9,500−3.3% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 278,867 | $3.54M | 2.80% | +533+0.2% | Added |
| First Trust Advisors LP | 288,052 | $3.66M | 0.00% | +794+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 288,649 | $3.67M | 0.05% | +1,107+0.4% | Added |
| Integrated Wealth Concepts LLC | 289,130 | $3.67M | 0.06% | −1,312−0.5% | Reduced |
| Baldwin Brothers Inc | 291,229 | $3.70M | 0.30% | −4,500−1.5% | Reduced |
| Difesa Capital Management, LP | 296,375 | $3.76M | 9.89% | +10,000+3.5% | Added |
| Nations Financial Group Inc, | 304,787 | $3.87M | 0.38% | −2,515−0.8% | Reduced |
| Capital Analysts, LLC | 309,913 | $3.94M | 0.22% | −152,218−32.9% | Reduced |
| D.A. Davidson & Co. | 316,454 | $4.02M | 0.04% | +14,341+4.7% | Added |
| Connectus Wealth, LLC | 316,666 | $4.02M | 0.09% | +14,458+4.8% | Added |
| ORG Partners LLC | 317,148 | $4.03M | 0.65% | −7,390−2.3% | Reduced |
| Beacon Pointe Advisors, LLC | 323,746 | $4.11M | 0.07% | −2,109−0.6% | Reduced |
| Keebeck Wealth Management, LLC | 327,940 | $4.16M | 0.57% | +125,580+62.1% | Added |
| GWM Advisors LLC | 328,403 | $4.17M | 0.05% | +12,743+4.0% | Added |
| Goldentree Asset Management LP | 341,347 | $4.34M | 0.39% | −36,960−9.8% | Reduced |