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 |
|---|---|---|---|---|---|
| Adell Harriman & Carpenter Inc | 30,055 | $386.2K | 0.04% | −694−2.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 30,251 | $384.2K | 0.18% | +30,251 | New |
| Aspen Grove Capital, LLC | 30,001 | $381.0K | 0.12% | 00.0% | Unchanged |
| JBF Capital, Inc. | 30,000 | $381.0K | 0.08% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 30,000 | $381.0K | 0.32% | +30,000 | New |
| Joseph P. Lucia & Associates, LLC | 29,935 | $380.2K | 0.25% | +9,750+48.3% | Added |
| King Wealth | 29,955 | $380.0K | 0.08% | +100.0% | Added |
| Benedetti & Gucer, Inc. | 29,680 | $377.0K | 0.19% | +4,337+17.1% | Added |
| Clear Creek Financial Management, LLC | 29,651 | $376.6K | 0.07% | +60.0% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 29,016 | $368.5K | 0.07% | 00.0% | Unchanged |
| Asio Capital, LLC | 28,900 | $367.0K | 0.09% | −1,500−4.9% | Reduced |
| Levy Wealth Management Group, LLC | 28,842 | $366.3K | 0.11% | −491−1.7% | Reduced |
| Umb Bank N A | 28,804 | $365.8K | 0.01% | +700+2.5% | Added |
| Tranquility Partners, LLC | 28,767 | $365.3K | 0.16% | −1,811−5.9% | Reduced |
| Advus Financial Partners, LLC | 28,753 | $365.2K | 0.14% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 28,641 | $363.7K | 0.03% | −4,230−12.9% | Reduced |
| Gratus Capital LLC | 28,554 | $362.6K | 0.03% | +28,554 | New |
| Newbridge Financial Services Group, Inc. | 28,282 | $359.2K | 0.18% | −1,981−6.5% | Reduced |
| Alpha Cubed Investments, LLC | 28,252 | $358.8K | 0.02% | −768−2.6% | Reduced |
| Regions Financial Corp | 28,199 | $358.1K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 28,080 | $356.6K | 0.01% | +8,751+45.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 28,010 | $355.7K | 0.02% | +643+2.3% | Added |
| S. R. Schill & Associates | 27,770 | $352.7K | 0.16% | −10,000−26.5% | Reduced |
| Gladstone Institutional Advisory LLC | 27,633 | $350.9K | 0.02% | +9,129+49.3% | Added |
| Perigon Wealth Management, LLC | 27,633 | $350.9K | 0.01% | +360+1.3% | Added |
| Financial Advisory Service, Inc. | 27,628 | $350.9K | 0.04% | +319+1.2% | Added |
| Magnolia Capital Advisors LLC | 27,565 | $350.1K | 0.18% | +569+2.1% | Added |
| Morling Financial Advisors, LLC | 27,441 | $348.5K | 0.34% | +641+2.4% | Added |
| Essex Financial Services, Inc. | 27,405 | $348.0K | 0.04% | +38+0.1% | Added |
| SageView Advisory Group, LLC | 27,336 | $347.2K | 0.02% | +819+3.1% | Added |
| Sabal Trust CO | 27,271 | $346.3K | 0.02% | +27,271 | New |
| Hartford Financial Management Inc. | 27,134 | $344.6K | 0.09% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 26,900 | $341.6K | 0.08% | +7,600+39.4% | Added |
| Carnegie Capital Asset Management, LLC | 26,892 | $341.5K | 0.01% | −2,703−9.1% | Reduced |
| MSH Capital Advisors LLC | 26,761 | $339.9K | 0.12% | +4,167+18.4% | Added |
| Clear Harbor Asset Management, LLC | 26,599 | $337.8K | 0.03% | +1,000+3.9% | Added |
| North Star Investment Management Corp. | 26,493 | $336.5K | 0.03% | +157+0.6% | Added |
| Arkadios Wealth Advisors | 26,321 | $334.3K | 0.04% | −157−0.6% | Reduced |
| Flagship Harbor Advisors, LLC | 26,182 | $332.5K | 0.03% | −893−3.3% | Reduced |
| Insigneo Advisory Services, LLC | 26,181 | $332.5K | 0.06% | +26,181 | New |
| Tradition Wealth Management, LLC | 26,118 | $332.0K | 0.04% | +4,950+23.4% | Added |
| Wintrust Investments LLC | 26,068 | $331.0K | 0.03% | +3,043+13.2% | Added |
| Segall Bryant & Hamill, LLC | 25,897 | $328.9K | 0.00% | +192+0.7% | Added |
| Mattern Wealth Management LLC | 25,700 | $326.4K | 0.10% | 00.0% | Unchanged |
| Huntington National Bank | 25,486 | $323.7K | 0.00% | −21,410−45.7% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 25,465 | $323.0K | 0.23% | +2,695+11.8% | Added |
| Bienville Capital Management, LLC | 25,406 | $322.7K | 0.12% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 25,270 | $320.9K | 0.03% | −648−2.5% | Reduced |
| E&G Advisors, LP | 25,046 | $318.1K | 0.11% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 24,899 | $316.2K | 0.12% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 24,883 | $316.0K | 0.06% | +1,872+8.1% | Added |
| C2C Wealth Management, LLC | 24,326 | $315.6K | 0.04% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 24,846 | $315.5K | 0.11% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 24,777 | $314.7K | 0.02% | −19,060−43.5% | Reduced |
| American Institute for Advanced Investment Management, LLP | 24,600 | $312.4K | 0.27% | +1,900+8.4% | Added |
| MV Capital Management, Inc. | 24,460 | $310.6K | 0.04% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 24,300 | $308.6K | 0.05% | −500−2.0% | Reduced |
| Wetherby Asset Management Inc | 24,293 | $308.5K | 0.02% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 24,244 | $307.9K | 0.04% | +940+4.0% | Added |
| HAP Trading, LLC | 24,143 | $306.6K | 0.09% | −5,866−19.5% | Reduced |
| FirstPurpose Wealth LLC | 24,139 | $306.6K | 0.13% | 00.0% | Unchanged |
| Verity & Verity, LLC | 23,978 | $304.5K | 0.04% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 23,834 | $302.7K | 0.01% | +6,552+37.9% | Added |
| Central Trust Co | 23,470 | $298.1K | 0.01% | +1,000+4.5% | Added |
| Biondo Investment Advisors, LLC | 23,460 | $297.9K | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 23,372 | $296.8K | 0.01% | −827−3.4% | Reduced |
| Buckingham Strategic Partners | 23,307 | $296.0K | 0.02% | +11,472+96.9% | Added |
| Fortis Capital Management LLC | 23,156 | $294.1K | 0.10% | +554+2.5% | Added |
| Heritage Trust Co | 22,741 | $288.8K | 0.04% | +473+2.1% | Added |
| Inspire Advisors, LLC | 22,630 | $287.4K | 0.06% | +5,276+30.4% | Added |
| Brown Brothers Harriman & Co | 22,605 | $287.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 22,541 | $286.3K | 0.02% | +22,541 | New |
| Colony Group LLC | 22,520 | $286.0K | 0.00% | −30.0% | Reduced |
| Moloney Securities Asset Management, LLC | 22,456 | $285.2K | 0.05% | +2,486+12.4% | Added |
| Wealth Alliance Advisory Group, LLC | 22,382 | $284.3K | 0.10% | +4,546+25.5% | Added |
| Affinity Wealth Management LLC | 22,342 | $283.7K | 0.07% | +1,696+8.2% | Added |
| Delos Wealth Advisors, LLC | 22,276 | $282.9K | 0.36% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 22,223 | $282.2K | 0.21% | −899−3.9% | Reduced |
| Penbrook Management LLC | 22,118 | $280.9K | 0.20% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 22,092 | $280.6K | 0.12% | −1,539−6.5% | Reduced |
| Founders Financial Alliance, LLC | 22,017 | $279.6K | 0.11% | +22,017 | New |
| Savant Capital, LLC | 21,835 | $277.3K | 0.00% | +21,835 | New |
| Avantax Planning Partners, Inc. | 21,601 | $274.3K | 0.01% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 21,496 | $273.0K | 0.05% | +13+0.1% | Added |
| 1st Source Bank | 21,444 | $272.3K | 0.02% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 21,404 | $271.8K | 0.10% | +2,500+13.2% | Added |
| Belfer Management LLC | 20,963 | $266.2K | 7.07% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 20,946 | $266.0K | 0.05% | +3,714+21.6% | Added |
| Signature Wealth Management Partners, LLC | 20,872 | $265.1K | 0.25% | −799−3.7% | Reduced |
| Act Wealth Management, LLC | 20,667 | $262.5K | 0.15% | +2,236+12.1% | Added |
| Asset Allocation Strategies LLC | 20,629 | $262.0K | 0.12% | +20,629 | New |
| Edgemoor Investment Advisors, Inc. | 20,140 | $255.8K | 0.03% | −400−1.9% | Reduced |
| Matrix Private Capital Group LLC | 20,043 | $254.5K | 0.19% | −97,191−82.9% | Reduced |
| Sepio Capital, LP | 20,021 | $254.3K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 20,014 | $254.2K | 0.02% | +1,609+8.7% | Added |
| Hilltop Holdings Inc. | 20,008 | $254.1K | 0.03% | +820+4.3% | Added |
| Summit Financial Wealth Advisors, LLC | 20,000 | $254.0K | 0.06% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 20,000 | $254.0K | 0.00% | +20,000 | New |
| One Charles Private Wealth Services, LLC | 20,000 | $254.0K | 0.15% | +20,000 | New |
| MONECO Advisors, LLC | 19,981 | $253.8K | 0.07% | +27+0.1% | Added |