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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; 1,303 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

Q3 2023 vs. Q2 2023

How the institutions holding Energy Transfer LP changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of ET: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders95410964+20
Shares1.08B266.7K1.07B−1.36M (−0.1%)
Value$13.7B$3.39M$15.1B+$1.40B (+10.2%)

10 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (71)

Institutions that held Energy Transfer LP at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to ET in Q3 2023
InstitutionSharesValue% of portfolio
Nomura Holdings Inc3,060,000$42.9M0.46%
Progeny 3, Inc.907,385$12.7M1.74%
Payden & Rygel Investment Group772,990$10.8M0.85%
Tectonic Advisors LLC321,258$4.51M0.42%
Granite Bay Wealth Management, LLC139,672$1.92M0.02%
Kirr Marbach & Co LLC130,428$1.83M0.52%
Mizuho Markets Americas LLC104,278$1.46M0.05%
Prevail Innovative Wealth Advisors, LLC79,092$1.11M0.58%
Birch Capital Management, LLC66,046$926.6K0.59%
Banco Santander, S.A.62,150$872.0K0.01%
GFS Advisors, LLC60,000$842.0K0.13%
David R. Rahn & Associates Inc.60,000$841.8K0.43%
Baugh & Associates, LLC57,090$801.0K0.50%
Callan Capital, LLC55,923$784.6K0.08%
NBC Securities, Inc.54,988$771.0K0.08%
BlueSky Wealth Advisors, LLC52,460$736.0K0.15%
Axxcess Wealth Management, LLC49,836$699.2K0.02%
Fayez Sarofim & Co44,573$625.4K0.00%
Samjo Capital LLC39,000$547.2K0.22%
Pathway Financial Advisers, LLC35,959$504.5K0.21%
Highland Capital Management, LLC35,420$496.9K0.03%
Golden Green, Inc.31,912$447.7K0.47%
Noesis Capital Mangement Corp28,637$401.8K0.11%
JJJ Advisors Inc.26,500$371.8K0.10%
Atomi Financial Group, Inc.24,518$344.0K0.11%
KPP Advisory Services LLC23,175$325.1K0.11%
Legacy Financial Strategies, LLC23,391$305.7K0.10%
WT Wealth Management20,113$282.2K0.12%
Weiss Multi-Strategy Advisers LLC19,838$278.0K0.01%
Aire Advisors, LLC19,274$270.4K0.07%
WCG Wealth Advisors LLC19,110$268.0K0.02%
Wealthstar Advisors, LLC19,004$266.6K0.12%
Boston Private Wealth LLC18,291$256.6K0.01%
Nwam LLC18,246$256.0K0.03%
Yarger Wealth Strategies, LLC17,800$249.7K0.21%
Tiaa Trust, National Association17,790$249.6K0.00%
Fifth Lane Capital, LP10,000$244.3K0.25%
Alterity Financial Group, LLC16,300$228.7K0.36%
Am Investment Strategies LLC16,182$227.0K0.07%
Redhawk Wealth Advisors, Inc.15,827$222.1K0.07%
Shapiro Capital Management LLC15,536$218.0K0.01%
Kestra Private Wealth Services, LLC14,254$200.0K0.01%
Allen Mooney & Barnes Investment Advisors LLC13,024$182.7K0.04%
CMG Global Holdings, LLC12,809$179.7K0.15%
Delap Wealth Advisory, LLC11,930$167.4K0.16%
Douglass Winthrop Advisors, LLC11,850$166.3K0.00%
Thompson Davis & Co., Inc.11,100$155.7K0.19%
Key Client Fiduciary Advisors, LLC10,779$151.2K0.09%
Rothschild Investment Corp10,798$151.0K0.01%
Everett Harris & Co10,697$150.1K0.00%
Strategic Advocates LLC10,582$148.5K0.07%
Amarillo National Bank10,500$147.3K0.03%
Derbend Asset Management10,434$146.4K0.10%
LBMC Investment Advisors, LLC10,568$143.2K0.02%
Curi Capital10,000$140.3K0.02%
University of Texas/Texas Am Investment Managment Co8,332$116.9K0.05%
Riggs Asset Managment Co. Inc.7,929$111.2K0.04%
LGT Financial Advisors LLC3,866$54.2K0.07%
Sittner & Nelson, LLC3,600$50.5K0.03%
Hoey Investments, Inc3,266$45.8K0.02%
Rational Advisors LLC3,238$45.4K0.00%
BluePath Capital Management, LLC2,668$37.4K0.03%
Householder Group Estate & Retirement Specialist, LLC2,465$34.6K0.01%
Ronald Blue Trust, Inc.2,455$31.0K0.00%
Evermay Wealth Management LLC1,344$18.9K0.00%
Rise Advisors, LLC1,051$14.7K0.01%
Hibernia Wealth Partners, LLC1,000$14.0K0.01%
Gleason Group, Inc.740$10.4K0.00%
Grove Bank & Trust172$2.41K0.00%
JNBA Financial Advisors22$3090.00%
Nemes Rush Group LLC22$3090.00%

Sold out (51)

Institutions that held Energy Transfer LP at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of ET in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Jump Financial, LLC860,940$10.9M
TCM Advisors, LLC–$4.64M
Difesa Capital Management, LP296,375$3.76M
Fairholme Capital Management LLC268,700$3.41M
HRT Financial LP264,410$3.36M
Veritable, L.P.177,458$2.25M
ML & R Wealth Management LLC175,550$2.23M
CFM Wealth Partners LLC161,749$2.05M
Saxon Interests, Inc.86,779$1.10M
First Pacific Advisors, LP75,000$952.5K
Virtus ETF Advisers LLC61,040$775.2K
Arete Wealth Advisors, LLC59,737$759.0K
Kestra Advisory Services, LLC57,782$733.8K
Kingswood Wealth Advisors, LLC47,094$598.1K
Burns Matteson Capital Management, LLC45,639$579.6K
SkyView Investment Advisors, LLC39,115$497.0K
Plan Group Financial, LLC30,000$381.0K
Magnolia Capital Advisors LLC27,565$350.1K
Biondo Investment Advisors, LLC23,460$297.9K
Allspring Global Investments Holdings, LLC16,700$212.1K
Journey Strategic Wealth LLC15,450$196.2K
Empower Advisory Group, LLC14,712$186.8K
Evoke Wealth, LLC14,617$185.6K
Brandywine Oak Private Wealth LLC13,872$176.2K
Naviter Wealth, LLC12,609$160.1K
Ascension Capital Advisors, Inc.12,250$155.6K
Warther Private Wealth, LLC12,200$154.9K
Bramshill Investments, LLC11,214$142.4K
V Wealth Advisors LLC11,090$140.8K
Pettinga Financial Advisors, LLC11,035$140.1K
Steel Peak Wealth Management LLC10,271$130.4K
McDonald Partners LLC10,251$130.2K
Jmac Enterprises LLC10,218$129.8K
Vista Investment Management10,200$129.5K
Counterpoint Mutual Funds LLC9,627$122.3K
Worth Asset Management, LLC9,254$117.5K
Horan Securities, Inc.8,344$106.0K
Headlands Technologies LLC8,220$104.4K
ICA Group Wealth Management, LLC6,800$86.4K
CoreCommodity Management, LLC5,055$64.2K
Trust Co2,930$37.2K
MRP Capital Investments, LLC2,456$31.2K
Byrne Asset Management LLC2,400$30.0K
Jones Financial Companies LLLP2,309$29.3K
WealthPLAN Partners, LLC892$11.3K
Independence Bank of Kentucky747$9.49K
Fiduciary Alliance LLC452$5.74K
Adirondack Trust Co324$4.30K
Richard W. Paul & Associates, LLC255$3.24K
NewSquare Capital LLC110$1.40K
NVWM, LLC15$191

Not filed for Q3 2023 yet (10)

Institutions that held Energy Transfer LP at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ET in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Kistler-Tiffany Companies, LLC95,356$1.21M
Aj Wealth Strategies, LLC51,439$653.3K
First Capital Advisors Group, LLC.39,115$496.8K
Cowen Prime Advisors LLC38,000$482.6K
BDO Wealth Advisors, LLC19,335$245.6K
Tiaa, FSB15,256$193.8K
Endurance Wealth Management, Inc.7,620$97.0K
Piershale Financial Group, Inc.288$3.66K
Vigilant Capital Management, LLC200$3.00K
Coastal Capital Group, Inc.49$626