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Livermore
Livermore
ZHEN

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
Hollow Brook Wealth Management LLC14,470$183.8K0.08%00.0%Unchanged
Lion Street Advisors, LLC19,278$183.3K0.06%+4,914+34.2%Added
Register Financial Advisors LLC14,208$180.4K0.13%+1,541+12.2%Added
Wade G W & Inc14,150$180.0K0.01%−1,184−7.7%Reduced
Johnson Midwest Financial, LLC14,127$179.4K0.16%−127−0.9%Reduced
CFO4Life Group, LLC14,105$179.1K0.04%+50.0%Added
Marco Investment Management LLC14,025$178.1K0.02%+14,025New
Hemington Wealth Management13,952$177.0K0.07%00.0%Unchanged
Mattern Capital Management, LLC13,894$176.5K0.03%+13,894New
Brandywine Oak Private Wealth LLC13,872$176.2K0.02%00.0%Unchanged
Verdence Capital Advisors LLC13,800$175.3K0.02%+17+0.1%Added
Mill Creek Capital Advisors, LLC13,767$174.8K0.01%00.0%Unchanged
Probity Advisors, Inc.13,758$174.7K0.04%+13,758New
Viawealth, LLC13,708$174.1K0.13%+50+0.4%Added
Smithfield Trust Co13,731$174.0K0.01%00.0%Unchanged
Marathon Trading Investment Management LLC13,700$174.0K0.11%+13,600+13,600.0%Added
First National Trust Co13,695$173.9K0.01%+500+3.8%Added
Waterloo Capital, L.P.13,560$172.2K0.05%+71+0.5%Added
Concord Wealth Partners13,560$172.2K0.04%+6,933+104.6%Added
Helen Stephens Group, LLC13,540$172.0K0.09%00.0%Unchanged
Invst, LLC13,539$171.9K0.02%−1,145−7.8%Reduced
HM Payson & Co13,442$170.7K0.00%00.0%Unchanged
Fairfield, Bush & Co.13,404$170.2K0.05%+57+0.4%Added
Easterly Investment Partners LLC13,279$168.6K0.02%00.0%Unchanged
Clifford Swan Investment Counsel LLC13,263$168.4K0.01%−200−1.5%Reduced
Resonant Capital Advisors, LLC13,180$167.4K0.02%+13,180New
Parkside Financial Bank & Trust13,176$167.3K0.04%−98−0.7%Reduced
Country Club Bank13,043$166.6K0.01%+1,706+15.0%Added
Acadian Asset Management LLC13,198$166.0K0.00%+8,552+184.1%Added
Westwood Wealth Management13,000$165.1K0.12%00.0%Unchanged
Ruggaard & Associates LLC12,987$164.9K0.10%00.0%Unchanged
Chilton Capital Management LLC12,949$164.5K0.01%00.0%Unchanged
Core Wealth Partners LLC12,835$163.0K0.15%+2,546+24.7%Added
Freestone Capital Holdings, LLC12,800$162.6K0.01%+182+1.4%Added
Total Clarity Wealth Management, Inc.12,785$162.4K0.08%+1,049+8.9%Added
Cutler Group LP12,816$162.0K0.04%−48,277−79.0%Reduced
Hancock Whitney Corp12,720$162.0K0.01%––
Financial Counselors Inc12,787$162.0K0.00%+78+0.6%Added
Magnus Financial Group LLC12,675$161.0K0.02%+74+0.6%Added
Naviter Wealth, LLC12,609$160.1K0.04%00.0%Unchanged
Private Trust Co NA12,544$159.3K0.02%00.0%Unchanged
Cullinan Associates Inc12,520$159.0K0.01%00.0%Unchanged
Woodstock Corp12,500$158.8K0.02%00.0%Unchanged
Hollencrest Capital Management12,485$158.6K0.02%+888+7.7%Added
Modera Wealth Management, LLC12,439$158.0K0.00%+12,439New
Prosperity Financial Group, Inc.12,300$156.2K0.14%−4,000−24.5%Reduced
Arrow Investment Advisors, LLC12,289$156.1K0.12%−4,061−24.8%Reduced
Ascension Capital Advisors, Inc.12,250$155.6K0.10%00.0%Unchanged
Marcum Wealth, LLC12,235$155.4K0.02%+208+1.7%Added
Ellis Investment Partners, LLC12,224$155.2K0.04%+235+2.0%Added
Warther Private Wealth, LLC12,200$154.9K0.11%00.0%Unchanged
Busey Wealth Management12,177$154.6K0.01%−560−4.4%Reduced
Wealthsource Partners, LLC12,126$154.0K0.01%+225+1.9%Added
TRUE Private Wealth Advisors11,975$152.1K0.02%+1,004+9.2%Added
Wolff Financial Management LLC12,000$152.0K0.13%00.0%Unchanged
Hall Laurie J Trustee12,004$152.0K0.06%00.0%Unchanged
Proequities, Inc.11,934$151.6K0.01%+183+1.6%Added
Herold Advisors, Inc.11,910$151.3K0.05%+10+0.1%Added
Shepherd Financial Partners LLC11,892$151.0K0.02%+278+2.4%Added
First Horizon Advisors, Inc.11,884$150.9K0.01%+1,573+15.3%Added
Cumberland Advisors Inc11,729$149.0K0.07%00.0%Unchanged
American Financial Advisors, LLC11,568$146.9K0.02%−1,580−12.0%Reduced
Centurion Wealth Management LLC11,559$146.8K0.07%00.0%Unchanged
Ethos Financial Group, LLC11,731$146.3K0.05%00.0%Unchanged
Cantor Fitzgerald, L. P.11,400$144.8K0.00%00.0%Unchanged
David Loasby11,285$144.4K0.02%+11,285New
Fisher Asset Management, LLC11,350$144.2K0.00%−8,649−43.2%Reduced
We Are One Seven, LLC11,299$143.5K0.01%+11,299New
Walker Asset Management, LLC11,243$142.8K0.12%+201+1.8%Added
Indiana Trust & Investment Management CO11,220$142.5K0.07%−1,474−11.6%Reduced
Bramshill Investments, LLC11,214$142.4K0.01%+11,214New
Creative Financial Designs Inc11,210$142.4K0.02%00.0%Unchanged
GYL Financial Synergies, LLC11,204$142.3K0.01%−45,283−80.2%Reduced
Capstone Financial Advisors, Inc.11,110$141.1K0.01%+30.0%Added
V Wealth Advisors LLC11,090$140.8K0.02%+49+0.4%Added
Brighton Jones LLC11,084$140.8K0.01%+41+0.4%Added
Safeguard Investment Advisory Group, LLC11,037$140.2K0.06%+703+6.8%Added
Pettinga Financial Advisors, LLC11,035$140.1K0.04%+11,035New
Goodwin Daniel L11,000$139.7K0.07%+11,000New
O'Dell Group, LLC10,900$138.4K0.04%00.0%Unchanged
StrategIQ Financial Group, LLC10,714$136.1K0.02%−500−4.5%Reduced
Cooper Financial Group10,600$134.6K0.03%+10,600New
Rather & Kittrell, Inc.10,541$133.9K0.06%−1,959−15.7%Reduced
First Heartland Consultants, Inc.10,340$131.3K0.02%−425−3.9%Reduced
Colorado Capital Management, Inc.10,360$131.0K0.10%00.0%Unchanged
Prio Wealth Limited Partnership10,300$130.8K0.00%00.0%Unchanged
Wealth Effects LLC10,300$130.8K0.06%00.0%Unchanged
Steel Peak Wealth Management LLC10,271$130.4K0.01%+10,271New
Diversified Trust Co10,268$130.4K0.00%+10,268New
McDonald Partners LLC10,251$130.2K0.04%+197+2.0%Added
Forum Financial Management, LP10,238$130.0K0.00%+10,238New
Wedmont Private Capital10,079$130.0K0.01%+55+0.5%Added
Valley National Advisers Inc10,211$130.0K0.02%+21+0.2%Added
Voya Financial Advisors, Inc.10,168$129.8K0.02%−40.0%Reduced
Jmac Enterprises LLC10,218$129.8K0.03%+10,218New
Vista Investment Management10,200$129.5K0.07%+10,200New
WPWealth LLP10,190$129.4K0.06%+10,190New
Titleist Asset Management, LLC10,174$129.2K0.03%−517−4.8%Reduced
PCA Investment Advisory Services Inc.10,149$128.9K0.08%−1,812−15.1%Reduced
United Asset Strategies, Inc.10,149$128.9K0.02%+10,149New