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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
954
+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
TSFG, LLC1,152$15.0K0.01%00.0%Unchanged
Financial Connections Group, Inc.1,212$15.0K0.01%+29+2.5%Added
Sutton Wealth Advisors Inc.1,173$14.9K0.01%+47+4.2%Added
Boyd Watterson Asset Management LLC1,129$14.3K0.01%00.0%Unchanged
Stonebridge Capital Advisors LLC1,122$14.2K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC1,075$13.7K0.00%00.0%Unchanged
Islay Capital Management, LLC1,024$13.0K0.01%00.0%Unchanged
Asset Dedication, LLC1,000$13.0K0.00%+1,000New
TD Capital Management LLC1,018$12.9K0.00%+24+2.4%Added
DB Wealth Management Group, LLC1,000$12.7K0.01%00.0%Unchanged
Stephens Consulting, LLC1,000$12.7K0.01%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.988$12.6K0.00%+511+107.1%Added
Mark Sheptoff Financial Planning, LLC960$12.2K0.01%00.0%Unchanged
WealthPLAN Partners, LLC892$11.3K0.00%−118−11.7%Reduced
JFS Wealth Advisors, LLC852$10.8K0.00%00.0%Unchanged
Toth Financial Advisory Corp786$9.98K0.00%00.0%Unchanged
Independence Bank of Kentucky747$9.49K0.00%+747New
Stone House Investment Management, LLC724$9.20K0.00%+6+0.8%Added
American National Bank705$8.95K0.00%00.0%Unchanged
Caldwell Trust Co695$8.83K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC692$8.79K0.01%+277+66.7%Added
Archer Investment Corp680$8.64K0.00%00.0%Unchanged
Raleigh Capital Management Inc.670$8.51K0.00%+670New
Tortoise Investment Management, LLC650$8.26K0.00%00.0%Unchanged
Hoese & Co LLP600$7.62K0.01%00.0%Unchanged
New England Capital Financial Advisors LLC584$7.42K0.00%+13+2.3%Added
Resources Management Corp544$7.00K0.00%−3,474−86.5%Reduced
Cedar Mountain Advisors, LLC518$6.57K0.00%+13+2.6%Added
Annapolis Financial Services, LLC513$6.52K0.00%00.0%Unchanged
Park Place Capital Corp485$6.16K0.00%00.0%Unchanged
Fiduciary Alliance LLC452$5.74K0.00%+452New
Centerpoint Advisors, LLC384$5.00K0.00%00.0%Unchanged
PrairieView Partners, LLC400$5.00K0.00%+400New
Tower Research Capital LLC (TRC)391$4.97K0.00%−6,221−94.1%Reduced
RFP Financial Group LLC384$4.88K0.00%00.0%Unchanged
Adirondack Trust Co324$4.30K0.00%00.0%Unchanged
Farther Finance Advisors, LLC326$4.14K0.00%00.0%Unchanged
Piershale Financial Group, Inc.288$3.66K0.00%00.0%Unchanged
Crewe Advisors LLC276$3.51K0.00%+174+170.6%Added
Chesapeake Asset Management LLC273$3.47K0.00%+6+2.2%Added
Richard W. Paul & Associates, LLC255$3.24K0.00%+1+0.4%Added
Covestor Ltd268$3.00K0.00%−3−1.1%Reduced
Vigilant Capital Management, LLC200$3.00K0.00%+200New
Atwood & Palmer Inc223$2.83K0.00%00.0%Unchanged
Founders Capital Management192$2.44K0.00%00.0%Unchanged
Eukles Asset Management172$2.18K0.00%00.0%Unchanged
Financial Management Professionals, Inc.140$2.00K0.00%−3,576−96.2%Reduced
Penserra Capital Management LLC168$2.00K0.00%00.0%Unchanged
Clearstead Advisors, LLC154$1.95K0.00%+4+2.7%Added
NewSquare Capital LLC110$1.40K0.00%00.0%Unchanged
Mascoma Wealth Management LLC80$1.03K0.00%00.0%Unchanged
Coastal Capital Group, Inc.49$6260.00%+1+2.1%Added
Mendota Financial Group, LLC42$5340.00%+42New
NVWM, LLC15$1910.00%+15New
Miller Value Partners, LLC0$00.00%−4,951,231−100.0%Sold out
Merewether Investment Management, LP0$00.00%−664,197−100.0%Sold out
Advisor Resource Council0$00.00%−216,643−100.0%Sold out
Verger Capital Management LLC0$00.00%−110,000−100.0%Sold out
Marex Group plc0$00.00%−109,400−100.0%Sold out
XTX Topco Ltd0$00.00%−72,179−100.0%Sold out
Gagnon Securities LLC0$00.00%−53,445−100.0%Sold out
Banco Santander, S.A.0$00.00%−46,193−100.0%Sold out
Summit Wealth & Retirement Planning, Inc.0$00.00%−34,421−100.0%Sold out
IMC-Chicago, LLC0$00.00%−34,271−100.0%Sold out
Toronto Dominion Bank0$00.00%−32,041−100.0%Sold out
Gill Capital Partners, LLC0$00.00%−31,957−100.0%Sold out
Rollins Financial0$00.00%−31,590−100.0%Sold out
SWS Partners0$00.00%−29,524−100.0%Sold out
West Michigan Advisors, LLC0$00.00%−29,399−100.0%Sold out
Axxcess Wealth Management, LLC0$00.00%−27,425−100.0%Sold out
Thrivent Financial for Lutherans0$00.00%−23,573−100.0%Sold out
Proficio Capital Partners LLC0$00.00%−20,030−100.0%Sold out
Noesis Capital Mangement Corp0$00.00%−19,760−100.0%Sold out
WNY Asset Management, LLC0$00.00%−16,557−100.0%Sold out
Arq Wealth Advisors, LLC0$00.00%−15,105−100.0%Sold out
Nwam LLC0$00.00%−15,071−100.0%Sold out
Tectonic Advisors LLC0$00.00%−14,926−100.0%Sold out
Aviance Capital Partners, LLC0$00.00%−13,230−100.0%Sold out
PBMares Wealth Management LLC0$00.00%−12,472−100.0%Sold out
Sterneck Capital Management, LLC0$00.00%−11,960−100.0%Sold out
Madden Securities Corp0$00.00%−11,602−100.0%Sold out
Delap Wealth Advisory, LLC0$00.00%−11,380−100.0%Sold out
Callan Capital, LLC0$00.00%−11,246−100.0%Sold out
PCG Wealth Advisors, LLC0$00.00%−10,986−100.0%Sold out
Global Assets Advisory, LLC0$00.00%−10,490−100.0%Sold out
Waldron Private Wealth LLC0$00.00%−10,810−100.0%Sold out
Cypress Wealth Services, LLC0$00.00%−10,781−100.0%Sold out
Oliver Luxxe Assets LLC0$00.00%−10,200−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−10,740−100.0%Sold out
BKD Wealth Advisors, LLC0$00.00%−10,020−100.0%Sold out
New Hampshire Trust0$00.00%−6,243−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−3,093−100.0%Sold out
Accel Wealth Management0$00.00%−1,866−100.0%Sold out
Steward Financial Group LLC0$00.00%−1,613−100.0%Sold out
Caption Management, LLC0$00.00%−1,300−100.0%Sold out
Benjamin Edwards Inc0$00.00%−1,000−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−925−100.0%Sold out
Cornerstone Management, Inc.0$00.00%−789−100.0%Sold out
Coston, McIsaac & Partners0$00.00%−200−100.0%Sold out
Rise Advisors, LLC0$00.00%−112−100.0%Sold out