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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 222,645 | $2.83M | 0.00% | −10,944−4.7% | Reduced |
| Claybrook Capital, LLC | 222,298 | $2.82M | 1.51% | +40,453+22.2% | Added |
| Prospera Financial Services Inc | 219,240 | $2.78M | 0.11% | +460.0% | Added |
| CWM, LLC | 217,815 | $2.77M | 0.02% | −24,334−10.0% | Reduced |
| Advisory Services Network, LLC | 212,267 | $2.70M | 0.07% | +18,342+9.5% | Added |
| Apollon Wealth Management, LLC | 211,887 | $2.69M | 0.13% | +22,613+11.9% | Added |
| Jefferies Financial Group Inc. | 208,697 | $2.65M | 0.06% | −310−0.1% | Reduced |
| Northern Trust Corp | 207,004 | $2.63M | 0.00% | +24,854+13.6% | Added |
| Clear Street Markets LLC | 206,100 | $2.62M | 1.08% | −83,500−28.8% | Reduced |
| BlackRock Inc. | 201,953 | $2.56M | 0.00% | −516,009−71.9% | Reduced |
| Institutional & Family Asset Management, LLC | 199,048 | $2.53M | 0.41% | 00.0% | Unchanged |
| Lavaca Capital LLC | 198,136 | $2.52M | 0.78% | −200−0.1% | Reduced |
| Franklin Resources Inc | 198,085 | $2.52M | 0.00% | +14,750+8.0% | Added |
| Bahl & Gaynor Inc | 197,800 | $2.51M | 0.02% | +113,000+133.3% | Added |
| Wealthspire Advisors, LLC | 196,652 | $2.50M | 0.04% | +32,527+19.8% | Added |
| Ingalls & Snyder LLC | 193,728 | $2.46M | 0.12% | +636+0.3% | Added |
| Venture Visionary Partners LLC | 192,260 | $2.44M | 0.14% | −19,290−9.1% | Reduced |
| Sunbelt Securities, Inc. | 188,007 | $2.39M | 0.34% | +10,536+5.9% | Added |
| Basso Capital Management, L.P. | 182,500 | $2.32M | 2.56% | +8,950+5.2% | Added |
| True North Advisors, LLC | 180,953 | $2.30M | 0.65% | +344+0.2% | Added |
| Harbour Investments, Inc. | 179,110 | $2.27M | 0.11% | +3,449+2.0% | Added |
| Veritable, L.P. | 177,458 | $2.25M | 0.04% | +4,156+2.4% | Added |
| ML & R Wealth Management LLC | 175,550 | $2.23M | 0.49% | +175,550 | New |
| Horizon Kinetics Asset Management LLC | 175,393 | $2.23M | 0.05% | −187−0.1% | Reduced |
| Fort Sheridan Advisors LLC | 175,198 | $2.23M | 0.51% | +8,475+5.1% | Added |
| IHT Wealth Management, LLC | 173,942 | $2.21M | 0.12% | +11,632+7.2% | Added |
| Lido Advisors, LLC | 173,293 | $2.20M | 0.02% | +79,885+85.5% | Added |
| Botty Investors LLC | 172,570 | $2.19M | 0.85% | 00.0% | Unchanged |
| Cetera Investment Advisers | 172,327 | $2.19M | 0.02% | +5,877+3.5% | Added |
| Oppenheimer Asset Management Inc. | 172,115 | $2.19M | 0.03% | +838+0.5% | Added |
| Valeo Financial Advisors, LLC | 171,486 | $2.18M | 0.10% | +8,820+5.4% | Added |
| Monticello Wealth Management, LLC | 171,237 | $2.17M | 0.22% | +989+0.6% | Added |
| Great Valley Advisor Group, Inc. | 170,220 | $2.16M | 0.09% | −157,640−48.1% | Reduced |
| Icon Wealth Partners, LLC | 164,073 | $2.08M | 0.22% | +493+0.3% | Added |
| Beverly Hills Private Wealth, LLC | 162,494 | $2.07M | 0.34% | −5,330−3.2% | Reduced |
| Lincoln National Corp | 163,118 | $2.07M | 0.04% | +8,066+5.2% | Added |
| Moneta Group Investment Advisors LLC | 162,857 | $2.07M | 0.05% | +25,397+18.5% | Added |
| Kornitzer Capital Management Inc | 162,600 | $2.07M | 0.04% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 161,749 | $2.05M | 0.50% | +161,749 | New |
| Howard Financial Services, Ltd. | 159,397 | $2.02M | 0.48% | +728+0.5% | Added |
| Jackson Hole Capital Partners, LLC | 155,963 | $1.98M | 0.54% | +3,960+2.6% | Added |
| Clarus Group, Inc. | 155,001 | $1.97M | 1.44% | +113,948+277.6% | Added |
| Pacer Advisors, Inc. | 154,611 | $1.96M | 0.01% | −9,066−5.5% | Reduced |
| Aurora Private Wealth, Inc. | 153,643 | $1.95M | 2.22% | −7,185−4.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 151,372 | $1.92M | 0.00% | +13,475+9.8% | Added |
| M&T Bank Corp | 150,484 | $1.91M | 0.01% | −28,914−16.1% | Reduced |
| Callodine Capital Management, LP | 150,000 | $1.91M | 0.55% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 146,970 | $1.87M | 0.05% | +6,203+4.4% | Added |
| Independent Advisor Alliance | 146,536 | $1.86M | 0.08% | +235+0.2% | Added |
| Secure Asset Management, LLC | 145,371 | $1.85M | 0.56% | +7,850+5.7% | Added |
| Autumn Glory Partners, LLC | 145,032 | $1.84M | 1.35% | −1,467−1.0% | Reduced |
| First Dallas Securities Inc. | 144,372 | $1.83M | 1.02% | +61,948+75.2% | Added |
| Wealthcare Advisory Partners LLC | 141,721 | $1.80M | 0.08% | −464−0.3% | Reduced |
| Northeast Financial Consultants Inc | 140,522 | $1.78M | 0.11% | 00.0% | Unchanged |
| Keybank National Association | 140,449 | $1.78M | 0.01% | +3,495+2.6% | Added |
| Outfitter Financial LLC | 137,762 | $1.75M | 1.57% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 136,000 | $1.73M | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 134,194 | $1.70M | 0.08% | +2,098+1.6% | Added |
| Cerity Partners LLC | 134,073 | $1.70M | 0.01% | +37,863+39.4% | Added |
| Penn Mutual Asset Management, LLC | 133,500 | $1.70M | 1.53% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 131,226 | $1.67M | 0.01% | −3,414−2.5% | Reduced |
| United Capital Financial Advisers, LLC | 130,529 | $1.66M | 0.01% | −35,456−21.4% | Reduced |
| Redwood Wealth Management Group, LLC | 130,135 | $1.65M | 1.83% | +3,004+2.4% | Added |
| Kercheville Advisors, LLC | 130,000 | $1.65M | 1.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 129,825 | $1.65M | 0.02% | +14,043+12.1% | Added |
| Madison Wealth Management | 129,485 | $1.64M | 0.33% | +67,600+109.2% | Added |
| Nokomis Capital, L.L.C. | 128,979 | $1.64M | 0.60% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 128,772 | $1.64M | 0.21% | −4,697−3.5% | Reduced |
| Cobblestone Capital Advisors LLC | 128,274 | $1.63M | 0.12% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 128,138 | $1.63M | 0.01% | −37,737−22.8% | Reduced |
| Chiron Capital Management, LLC | 125,650 | $1.60M | 1.26% | 00.0% | Unchanged |
| AE Wealth Management LLC | 124,772 | $1.58M | 0.01% | +6,023+5.1% | Added |
| Lindbrook Capital, LLC | 123,214 | $1.56M | 0.17% | +2,727+2.3% | Added |
| Pinnacle Holdings, LLC | 123,105 | $1.56M | 0.70% | −1,665−1.3% | Reduced |
| Aveo Capital Partners, LLC | 122,789 | $1.56M | 0.20% | +587+0.5% | Added |
| Van Eck Associates Corp | 121,251 | $1.54M | 0.00% | +21,811+21.9% | Added |
| Fifth Third Bancorp | 121,177 | $1.54M | 0.01% | +2,000+1.7% | Added |
| Wellington Shields Capital Management, LLC | 120,872 | $1.54M | 0.19% | −2,500−2.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 117,954 | $1.50M | 0.03% | −5,219−4.2% | Reduced |
| GraniteShares Advisors LLC | 116,663 | $1.48M | 1.34% | −1,241−1.1% | Reduced |
| New Republic Capital, LLC | 115,951 | $1.47M | 1.02% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 113,900 | $1.45M | 0.05% | 00.0% | Unchanged |
| Bank of Montreal | 112,796 | $1.45M | 0.00% | −1,452,648−92.8% | Reduced |
| Albert D Mason Inc | 113,765 | $1.45M | 0.99% | +1,876+1.7% | Added |
| Geode Capital Management, LLC | 112,455 | $1.43M | 0.00% | +3,763+3.5% | Added |
| Bluefin Capital Management, LLC | 109,400 | $1.39M | 0.31% | – | – |
| Jacobi Capital Management LLC | 108,760 | $1.38M | 0.15% | +5,002+4.8% | Added |
| Springhouse Capital Management, LP | 107,700 | $1.37M | 2.30% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 107,324 | $1.36M | 0.65% | +829+0.8% | Added |
| Aull & Monroe Investment Management Corp | 104,736 | $1.33M | 0.67% | 00.0% | Unchanged |
| Agf Management Ltd | 103,781 | $1.32M | 0.01% | −608−0.6% | Reduced |
| Rockwood Wealth Management, LLC | 103,667 | $1.32M | 0.23% | −10.0% | Reduced |
| TCW Group Inc | 103,400 | $1.31M | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 100,563 | $1.28M | 0.04% | −3,869−3.7% | Reduced |
| Taconic Capital Advisors LP | 100,000 | $1.27M | 0.08% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 99,009 | $1.26M | 0.07% | −8,612−8.0% | Reduced |
| Change Path, LLC | 98,191 | $1.25M | 0.06% | +3,555+3.8% | Added |
| Equitable Holdings, Inc. | 97,999 | $1.24M | 0.02% | +47,532+94.2% | Added |
| Atria Investments LLC | 97,124 | $1.23M | 0.02% | +3,001+3.2% | Added |
| Independent Financial Group, LLC | 97,088 | $1.23M | 0.09% | −1,061−1.1% | Reduced |