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.
| 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 |
|---|---|---|---|---|---|
| McElhenny Sheffield Capital Management, LLC | 10,134 | $128.7K | 0.05% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 10,102 | $128.3K | 0.01% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 10,080 | $128.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 97,005 | $123.3K | 0.07% | +87,869+961.8% | Added |
| Highlander Capital Management, LLC | 9,675 | $123.0K | 0.06% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 9,627 | $122.3K | 0.11% | +9,627 | New |
| Hexagon Capital Partners LLC | 9,418 | $119.6K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 9,321 | $118.9K | 0.01% | −279−2.9% | Reduced |
| Allworth Financial LP | 9,273 | $117.8K | 0.00% | +1,921+26.1% | Added |
| Worth Asset Management, LLC | 9,254 | $117.5K | 0.09% | +31+0.3% | Added |
| Federation des caisses Desjardins du Quebec | 9,135 | $116.0K | 0.00% | −2,500−21.5% | Reduced |
| Webster Bank, N. A. | 9,025 | $114.6K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 8,728 | $110.8K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 8,564 | $109.0K | 0.01% | −8,995−51.2% | Reduced |
| MCF Advisors LLC | 8,383 | $106.5K | 0.01% | +203+2.5% | Added |
| Horan Securities, Inc. | 8,344 | $106.0K | 0.04% | +38+0.5% | Added |
| Headlands Technologies LLC | 8,220 | $104.4K | 0.03% | +8,220 | New |
| AllSquare Wealth Management LLC | 8,000 | $99.9K | 0.06% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 7,700 | $97.8K | 0.03% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 7,620 | $97.0K | 0.01% | +2,180+40.1% | Added |
| Washington Trust Co | 7,599 | $96.5K | 0.00% | −3,000−28.3% | Reduced |
| Sound Income Strategies, LLC | 7,561 | $96.0K | 0.01% | +203+2.8% | Added |
| ICA Group Wealth Management, LLC | 6,800 | $86.4K | 0.02% | +2,875+73.2% | Added |
| Colonial Trust Advisors | 6,534 | $83.0K | 0.01% | −1,346−17.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 5,750 | $73.0K | 0.03% | 00.0% | Unchanged |
| Mechanics Financial Corp | 5,703 | $72.4K | 0.04% | +1,703+42.6% | Added |
| Norwood Financial Corp | 5,649 | $71.7K | 0.11% | +2,289+68.1% | Added |
| AlphaCore Capital LLC | 5,603 | $71.2K | 0.01% | +5,000+829.2% | Added |
| HHM Wealth Advisors, LLC | 5,578 | $70.8K | 0.01% | +3,850+222.8% | Added |
| Tompkins Financial Corp | 5,500 | $69.8K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 5,196 | $66.0K | 0.01% | 00.0% | Unchanged |
| CoreCommodity Management, LLC | 5,055 | $64.2K | 0.02% | +5,055 | New |
| IAG Wealth Partners, LLC | 4,979 | $63.2K | 0.02% | +179+3.7% | Added |
| South State Corp. | 4,958 | $63.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 4,650 | $59.1K | 0.02% | +700+17.7% | Added |
| Carmichael Hill & Associates, Inc. | 4,594 | $58.3K | 0.03% | +814+21.5% | Added |
| City Holding Co | 4,588 | $58.3K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 4,500 | $57.0K | 0.06% | +4,500 | New |
| Estabrook Capital Management | 4,451 | $56.5K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 4,416 | $56.1K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 4,340 | $55.1K | 0.03% | +69+1.6% | Added |
| Plante Moran Financial Advisors, LLC | 4,170 | $53.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,165 | $52.9K | 0.00% | −1,015−19.6% | Reduced |
| Quent Capital, LLC | 4,086 | $51.9K | 0.01% | +98+2.5% | Added |
| Godsey & Gibb Associates | 4,000 | $50.8K | 0.01% | −1,536−27.7% | Reduced |
| Essex Investment Management Co LLC | 3,987 | $50.6K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,809 | $48.0K | 0.00% | +29+0.8% | Added |
| Tyler-Stone Wealth Management | 3,600 | $46.0K | 0.03% | +3,600 | New |
| Kelly Lawrence W & Associates Inc | 3,600 | $45.9K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 3,583 | $45.5K | 0.02% | +1,083+43.3% | Added |
| Operose Advisors LLC | 3,556 | $45.2K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,500 | $44.5K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 3,465 | $44.0K | 0.00% | +1,209+53.6% | Added |
| Key Financial Inc | 3,298 | $41.9K | 0.01% | +51+1.6% | Added |
| Rosenberg Matthew Hamilton | 3,109 | $39.5K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 3,000 | $39.0K | 0.03% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,994 | $38.0K | 0.00% | +717+31.5% | Added |
| Trust Co | 2,930 | $37.2K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 2,873 | $35.8K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2,800 | $35.6K | 0.01% | +500+21.7% | Added |
| Kozak & Associates, Inc. | 2,713 | $34.9K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,735 | $34.7K | 0.00% | −1,200−30.5% | Reduced |
| Carolinas Wealth Consulting LLC | 2,549 | $32.4K | 0.01% | +1,526+149.2% | Added |
| Motco | 2,500 | $31.8K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 2,456 | $31.2K | 0.03% | −250−9.2% | Reduced |
| IMA Wealth, Inc. | 2,400 | $30.5K | 0.01% | +1,200+100.0% | Added |
| Global Trust Asset Management, LLC | 2,400 | $30.5K | 0.01% | +2,400 | New |
| Glen Eagle Advisors, LLC | 2,386 | $30.3K | 0.01% | +250+11.7% | Added |
| Byrne Asset Management LLC | 2,400 | $30.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,309 | $29.3K | 0.00% | +1,909+477.3% | Added |
| Tucker Asset Management LLC | 2,287 | $29.0K | 0.01% | +259+12.8% | Added |
| Cherry Tree Wealth Management, LLC | 2,211 | $28.1K | 0.01% | +2,211 | New |
| Focused Wealth Management, Inc | 2,178 | $27.7K | 0.00% | +10+0.5% | Added |
| Wolff Wiese Magana LLC | 2,170 | $27.6K | 0.02% | +1,240+133.3% | Added |
| Community Bank, N.A. | 2,090 | $26.5K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 2,094 | $26.4K | 0.01% | +49+2.4% | Added |
| Financial Freedom, LLC | 2,056 | $26.1K | 0.02% | +50+2.5% | Added |
| Harbor Investment Advisory, LLC | 2,050 | $26.0K | 0.00% | +250+13.9% | Added |
| Capital Advisors, Ltd. LLC | 2,058 | $26.0K | 0.00% | +2,058 | New |
| Resurgent Financial Advisors LLC | 2,000 | $25.4K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 2,000 | $25.4K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,952 | $25.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,920 | $24.4K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,953 | $24.4K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,834 | $23.4K | 0.01% | +1,834 | New |
| Peoples Financial Services Corp. | 1,792 | $22.8K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,756 | $22.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,692 | $21.5K | 0.01% | +1,692 | New |
| Sugarloaf Wealth Management, LLC | 1,607 | $20.4K | 0.00% | +39+2.5% | Added |
| Activest Wealth Management | 2,173 | $19.9K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,500 | $19.1K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 1,500 | $19.0K | 0.01% | −1,500−50.0% | Reduced |
| Sawyer & Company, Inc | 1,500 | $19.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,463 | $18.6K | 0.00% | +11+0.8% | Added |
| Armstrong Advisory Group, Inc | 1,433 | $18.2K | 0.00% | +772+116.8% | Added |
| Cape Investment Advisory, Inc. | 1,400 | $17.8K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 1,399 | $17.8K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,280 | $16.3K | 0.01% | +1,280 | New |
| Heritage Wealth Advisors | 1,246 | $15.8K | 0.00% | +30+2.5% | Added |
| Sandy Spring Bank | 1,200 | $15.2K | 0.00% | −1,200−50.0% | Reduced |