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, Q3 2023
Institutional positions in Energy Transfer LP as of Sep 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
- 965
- +20 vs. Q2 2023
- Shares held
- 1.07B
- −1.36M (−0.1%) vs. Q2 2023
- Total value
- $15.1B
- +$1.40B (+10.2%) vs. Q2 2023
- New holders
- 71
- 421 more added
- Sold out
- 51
- 231 more reduced
10 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JNBA Financial Advisors | 22 | $309 | 0.00% | +22 | New |
| Nemes Rush Group LLC | 22 | $309 | 0.00% | +22 | New |
| Mendota Financial Group, LLC | 42 | $590 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 80 | $1.12K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 157 | $2.21K | 0.00% | +3+1.9% | Added |
| Eukles Asset Management | 172 | $2.41K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 172 | $2.41K | 0.00% | +172 | New |
| Founders Capital Management | 192 | $2.69K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 258 | $3.00K | 0.00% | +90+53.6% | Added |
| Atwood & Palmer Inc | 223 | $3.13K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 258 | $3.63K | 0.00% | −466−64.4% | Reduced |
| Chesapeake Asset Management LLC | 279 | $3.93K | 0.00% | +6+2.2% | Added |
| Covestor Ltd | 268 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 326 | $4.57K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 384 | $5.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 384 | $5.39K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 404 | $5.67K | 0.00% | +128+46.4% | Added |
| Park Place Capital Corp | 485 | $6.80K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 513 | $7.20K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 530 | $7.43K | 0.00% | +12+2.3% | Added |
| Resources Management Corp | 544 | $8.00K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 598 | $8.40K | 0.01% | +14+2.4% | Added |
| Hoese & Co LLP | 600 | $8.42K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 640 | $8.98K | 0.00% | −640−50.0% | Reduced |
| Archer Investment Corp | 680 | $9.54K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 686 | $9.63K | 0.00% | +16+2.4% | Added |
| Caldwell Trust Co | 695 | $9.75K | 0.00% | 00.0% | Unchanged |
| American National Bank | 705 | $9.89K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 733 | $10.0K | 0.00% | +593+423.6% | Added |
| Gleason Group, Inc. | 740 | $10.4K | 0.00% | +740 | New |
| Toth Financial Advisory Corp | 786 | $11.0K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 812 | $11.4K | 0.01% | +120+17.3% | Added |
| JFS Wealth Advisors, LLC | 852 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 900 | $12.6K | 0.00% | +250+38.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 960 | $13.5K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,024 | $14.0K | 0.00% | +24+2.4% | Added |
| DB Wealth Management Group, LLC | 1,000 | $14.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,000 | $14.0K | 0.01% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 1,000 | $14.0K | 0.01% | +1,000 | New |
| TD Capital Management LLC | 1,018 | $14.3K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,024 | $14.4K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,051 | $14.7K | 0.01% | +1,051 | New |
| Northwest Investment Counselors, LLC | 1,075 | $15.1K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,122 | $15.7K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,129 | $15.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 1,192 | $16.7K | 0.00% | −500−29.6% | Reduced |
| Sandy Spring Bank | 1,200 | $16.8K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,201 | $16.9K | 0.01% | +28+2.4% | Added |
| Financial Connections Group, Inc. | 1,242 | $17.0K | 0.02% | +30+2.5% | Added |
| Heritage Wealth Advisors | 1,276 | $17.9K | 0.00% | +30+2.4% | Added |
| Evermay Wealth Management LLC | 1,344 | $18.9K | 0.00% | +1,344 | New |
| First Personal Financial Services | 1,399 | $19.6K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,400 | $19.6K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 1,500 | $20.0K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,433 | $20.1K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,500 | $21.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,500 | $21.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,504 | $21.1K | 0.00% | +41+2.8% | Added |
| Coppell Advisory Solutions LLC | 1,779 | $21.1K | 0.01% | −55−3.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 1,512 | $21.2K | 0.00% | +524+53.0% | Added |
| Sugarloaf Wealth Management, LLC | 1,646 | $23.1K | 0.01% | +39+2.4% | Added |
| Community Bank, N.A. | 1,700 | $23.9K | 0.00% | −390−18.7% | Reduced |
| Harbor Investment Advisory, LLC | 1,750 | $24.6K | 0.00% | −300−14.6% | Reduced |
| Delta Asset Management LLC | 1,756 | $24.6K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,792 | $25.1K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,811 | $25.4K | 0.01% | −575−24.1% | Reduced |
| Pacific Center for Financial Services | 1,920 | $26.9K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,952 | $27.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,953 | $27.4K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 2,000 | $28.1K | 0.02% | 00.0% | Unchanged |
| Financial Freedom, LLC | 2,105 | $29.5K | 0.02% | +49+2.4% | Added |
| Ancora Advisors, LLC | 2,135 | $30.0K | 0.00% | −600−21.9% | Reduced |
| Capital Advisors, Ltd. LLC | 2,107 | $30.0K | 0.00% | +49+2.4% | Added |
| TSFG, LLC | 2,152 | $30.0K | 0.01% | +1,000+86.8% | Added |
| Activest Wealth Management | 2,173 | $30.5K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,189 | $30.7K | 0.01% | +11+0.5% | Added |
| Ronald Blue Trust, Inc. | 2,455 | $31.0K | 0.00% | +2,455 | New |
| Cherry Tree Wealth Management, LLC | 2,211 | $31.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2,287 | $32.1K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2,400 | $33.7K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,465 | $34.6K | 0.01% | +2,465 | New |
| HBC Financial Services, PLLC | 2,500 | $35.0K | 0.03% | −500−16.7% | Reduced |
| Beacon Capital Management, LLC | 2,800 | $35.6K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 2,778 | $37.4K | 0.01% | +65+2.4% | Added |
| BluePath Capital Management, LLC | 2,668 | $37.4K | 0.03% | +2,668 | New |
| Gradient Investments LLC | 2,811 | $39.4K | 0.00% | −183−6.1% | Reduced |
| Wolff Wiese Magana LLC | 3,014 | $42.3K | 0.03% | +844+38.9% | Added |
| Rosenberg Matthew Hamilton | 3,109 | $43.6K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 3,238 | $45.4K | 0.00% | +3,238 | New |
| Hoey Investments, Inc | 3,266 | $45.8K | 0.02% | +3,266 | New |
| Key Financial Inc | 3,349 | $47.0K | 0.02% | +51+1.5% | Added |
| Optimum Investment Advisors | 3,500 | $49.1K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3,500 | $49.1K | 0.02% | +1,100+45.8% | Added |
| Kelly Lawrence W & Associates Inc | 3,600 | $50.5K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3,600 | $50.5K | 0.03% | +3,600 | New |
| Atticus Wealth Management, LLC | 3,644 | $51.1K | 0.02% | +61+1.7% | Added |
| Tyler-Stone Wealth Management | 3,671 | $52.0K | 0.03% | +71+2.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,838 | $54.0K | 0.00% | +29+0.8% | Added |
| LGT Financial Advisors LLC | 3,866 | $54.2K | 0.07% | +3,866 | New |