Skip to main content

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.

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
Covenant Asset Management, LLC51,741$657.1K0.19%00.0%Unchanged
Aj Wealth Strategies, LLC51,439$653.3K0.03%−11,576−18.4%Reduced
First Manhattan Co51,400$652.8K0.00%−1,600−3.0%Reduced
Centered Wealth LLC dba Miller Equity Capital Advisors51,336$652.0K0.33%00.0%Unchanged
Kingsview Wealth Management, LLC50,852$645.8K0.03%+2,090+4.3%Added
Holderness Investments Co50,719$644.1K0.24%−1,514−2.9%Reduced
Cornerstone Advisory, LLC50,670$643.5K0.11%−4,700−8.5%Reduced
Archford Capital Strategies, LLC47,992$637.3K0.12%00.0%Unchanged
Bridgewater Advisors Inc.50,172$637.2K0.13%+210.0%Added
Sweet Financial Partners, LLC50,094$636.2K0.17%+375+0.8%Added
F&V Capital Management, LLC49,547$629.0K0.20%00.0%Unchanged
StoneX Group Inc.49,134$624.0K0.06%−10,914−18.2%Reduced
Wellington Shields & Co., LLC48,964$621.8K0.15%−384−0.8%Reduced
Ellsworth Advisors, LLC48,623$617.5K0.21%+48,623New
SEI Investments Co47,625$604.8K0.00%+33,000+225.6%Added
Samalin Investment Counsel, LLC47,623$604.8K0.33%−475−1.0%Reduced
Donoghue Forlines LLC47,582$604.3K0.19%−14,736−23.6%Reduced
Compass Financial Group, INC47,459$602.7K0.18%+215+0.5%Added
Kingswood Wealth Advisors, LLC47,094$598.1K0.19%+47,094New
PFG Investments, LLC46,606$591.9K0.11%+267+0.6%Added
BancorpSouth Bank46,245$587.3K0.05%00.0%Unchanged
Thrive Wealth Management, LLC46,034$584.6K0.15%00.0%Unchanged
Mitchell McLeod Pugh & Williams Inc45,780$581.4K0.17%00.0%Unchanged
KCM Investment Advisors LLC45,700$580.4K0.02%00.0%Unchanged
Burns Matteson Capital Management, LLC45,639$579.6K0.36%+45,639New
InterOcean Capital Group, LLC45,585$578.9K0.02%−24,837−35.3%Reduced
Empire Financial Management Company, LLC45,500$577.9K0.23%00.0%Unchanged
Invenio Wealth Partners LLC45,216$574.2K0.65%+45,216New
Guggenheim Capital LLC45,144$573.3K0.00%−77,711−63.3%Reduced
Advisor OS, LLC43,862$557.0K0.09%+2,528+6.1%Added
BBR Partners, LLC43,824$556.6K0.06%+2,374+5.7%Added
Pinnacle Financial Partners Inc43,511$552.6K0.01%00.0%Unchanged
Disciplined Investments, LLC43,479$552.2K0.30%+12,653+41.0%Added
Waterfront Wealth Inc.41,114$544.4K0.16%+629+1.6%Added
Reuter James Wealth Management, LLC42,838$544.0K0.66%−70−0.2%Reduced
Independent Wealth Network Inc.42,656$541.7K0.33%−20,054−32.0%Reduced
Exencial Wealth Advisors, LLC42,537$540.2K0.02%−26,126−38.0%Reduced
HWG Holdings LP42,409$538.6K0.26%00.0%Unchanged
Southland Equity Partners LLC42,330$537.6K0.18%00.0%Unchanged
Oak Harvest Investment Services42,146$535.3K0.12%+544+1.3%Added
MMBG Investment Advisors Co.41,905$533.9K0.06%00.0%Unchanged
Bouchey Financial Group Ltd42,037$533.9K0.06%+8,030+23.6%Added
Obermeyer Wood Investment Counsel, LLLP41,959$532.9K0.04%−6,970−14.2%Reduced
XML Financial, LLC41,478$526.8K0.06%+3,334+8.7%Added
Morton Capital Management LLC41,351$525.2K0.18%+781+1.9%Added
Modus Advisors, LLC41,302$524.5K0.23%00.0%Unchanged
BCJ Capital Management, LLC41,173$522.9K0.05%−5,276−11.4%Reduced
Principal Street Partners, LLC40,784$518.0K0.12%−12,759−23.8%Reduced
Mather Group, LLC.40,656$516.3K0.01%+144+0.4%Added
Partners Group Holding AG40,558$515.1K0.04%00.0%Unchanged
Doliver Advisors, LP40,374$512.8K0.16%00.0%Unchanged
IFG Advisory, LLC40,299$511.8K0.05%−458−1.1%Reduced
Quaker Capital Investments, LLC40,000$508.0K0.18%00.0%Unchanged
Guyasuta Investment Advisors Inc39,880$506.5K0.04%+19,300+93.8%Added
Lazard Asset Management LLC39,829$505.0K0.00%+10,286+34.8%Added
Lee Financial Co39,582$502.7K0.09%00.0%Unchanged
SkyView Investment Advisors, LLC39,115$497.0K0.12%−3,761−8.8%Reduced
First Capital Advisors Group, LLC.39,115$496.8K0.26%−3,761−8.8%Reduced
Eudaimonia Advisors LLC39,037$495.8K0.33%00.0%Unchanged
SCP Investment, LP38,800$492.8K0.40%+10,000+34.7%Added
Cowen Prime Advisors LLC38,000$482.6K0.17%00.0%Unchanged
Wescott Financial Advisory Group, LLC37,927$481.7K0.09%+901+2.4%Added
Fortis Group Advisors, LLC37,896$481.3K0.13%−2,764−6.8%Reduced
Dynamic Advisor Solutions LLC37,883$481.1K0.02%−40,245−51.5%Reduced
Coastal Investment Advisors, Inc.37,506$476.3K0.10%+15,114+67.5%Added
TCTC Holdings, LLC37,348$474.3K0.02%00.0%Unchanged
Gould Asset Management LLC37,306$473.8K0.13%00.0%Unchanged
Naples Global Advisors, LLC36,800$467.4K0.05%−700−1.9%Reduced
Neville Rodie & Shaw Inc36,635$466.0K0.04%00.0%Unchanged
Visionary Wealth Advisors36,182$459.5K0.04%+188+0.5%Added
Argent Trust Co35,987$457.0K0.02%+1,227+3.5%Added
WR Wealth Planners, LLC35,852$455.3K0.18%00.0%Unchanged
Ashford Capital Management Inc35,843$455.2K0.06%+10,000+38.7%Added
GPS Wealth Strategies Group, LLC35,206$447.1K0.08%+10,825+44.4%Added
Camelot Portfolios, LLC34,975$444.2K0.28%+40+0.1%Added
Avidian Wealth Solutions, LLC34,696$440.6K0.03%−57,095−62.2%Reduced
Berkshire Asset Management LLC34,579$439.2K0.03%00.0%Unchanged
Virtu Financial LLC34,286$435.0K0.03%+10,647+45.0%Added
Diligent Investors, LLC34,050$432.4K0.13%00.0%Unchanged
BigSur Wealth Management LLC34,001$431.8K0.21%−4,000−10.5%Reduced
WealthTrust Axiom LLC33,478$425.2K0.14%00.0%Unchanged
Cornerstone Wealth Management, LLC33,233$422.1K0.04%+10,466+46.0%Added
SRS Capital Advisors, Inc.33,217$421.9K0.05%+18,506+125.8%Added
FineMark National Bank & Trust32,978$418.8K0.02%−791−2.3%Reduced
Hilton Capital Management, LLC32,755$416.0K0.05%00.0%Unchanged
Bessemer Group Inc32,504$413.0K0.00%−1,100−3.3%Reduced
Youngs Advisory Group, Inc.32,501$412.8K0.22%+136+0.4%Added
Keystone Financial Group32,497$412.7K0.07%+32,497New
ARS Wealth Advisors Group, LLC32,430$411.9K0.07%+500+1.6%Added
Ameritas Advisory Services, LLC32,096$409.2K0.05%−17,525−35.3%Reduced
Sound View Wealth Advisors Group, LLC31,784$403.7K0.05%−3,147−9.0%Reduced
Wealth Enhancement Advisory Services, LLC31,771$403.5K0.00%−19,677−38.2%Reduced
EP Wealth Advisors, LLC10,000$401.9K0.01%+8,695+666.3%Added
Two Sigma Securities, LLC31,382$398.6K0.03%+31,382New
Stonegate Investment Group, LLC31,327$397.9K0.01%+4,643+17.4%Added
SeaCrest Wealth Management, LLC31,057$394.4K0.05%+3,936+14.5%Added
Somerset Group LLC31,000$393.7K0.33%00.0%Unchanged
Fiduciary Group LLC30,872$392.1K0.05%+21+0.1%Added
Veracity Capital LLC30,720$390.1K0.17%00.0%Unchanged
AlphaQ Advisors LLC30,717$390.1K0.29%+6,867+28.8%Added