Skip to main content

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.

Institutional holdersQ3 2023: 965 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 heldQ3 2023: $15.1B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q2 2023.

Institutions holding ET in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
S.A. Mason LLC3,873$54.3K0.04%+1,000+34.8%Added
Essex Investment Management Co LLC3,987$55.9K0.01%00.0%Unchanged
Godsey & Gibb Associates4,000$56.1K0.01%00.0%Unchanged
Venturi Wealth Management, LLC4,169$58.5K0.00%+4+0.1%Added
Plante Moran Financial Advisors, LLC4,170$58.5K0.01%00.0%Unchanged
Quent Capital, LLC4,184$58.7K0.01%+98+2.4%Added
WFA Asset Management Corp4,411$61.9K0.04%+71+1.6%Added
Oakworth Capital, Inc.4,416$62.0K0.01%00.0%Unchanged
Estabrook Capital Management4,451$62.4K0.01%00.0%Unchanged
Ulland Investment Advisors, LLC4,500$63.0K0.07%00.0%Unchanged
Compass Wealth Management LLC4,500$63.1K0.02%+2,500+125.0%Added
Carmichael Hill & Associates, Inc.4,594$64.5K0.03%00.0%Unchanged
South State Corp.4,678$65.6K0.01%−280−5.6%Reduced
Cary Street Partner Investment Advisory LLC4,756$66.7K0.00%+1,291+37.3%Added
City Holding Co4,963$69.6K0.01%+375+8.2%Added
IAG Wealth Partners, LLC5,085$71.3K0.02%+106+2.1%Added
Proffitt & Goodson Inc5,196$72.9K0.01%00.0%Unchanged
Retirement Group, LLC5,264$73.9K0.03%+614+13.2%Added
Tompkins Financial Corp5,500$77.2K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC5,578$78.3K0.02%00.0%Unchanged
Norwood Financial Corp5,649$79.3K0.13%00.0%Unchanged
Mechanics Financial Corp5,703$80.0K0.04%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group5,745$80.6K0.03%−5−0.1%Reduced
Motco6,425$90.1K0.01%+3,925+157.0%Added
Colonial Trust Advisors6,534$91.7K0.01%00.0%Unchanged
Washington Trust Co7,599$106.6K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec7,635$107.1K0.00%−1,500−16.4%Reduced
Allworth Financial LP7,695$108.0K0.00%−1,578−17.0%Reduced
Trifecta Capital Advisors, LLC7,700$108.0K0.03%00.0%Unchanged
Sound Income Strategies, LLC7,834$109.9K0.01%+273+3.6%Added
Riggs Asset Managment Co. Inc.7,929$111.2K0.04%+7,929New
AllSquare Wealth Management LLC8,000$112.2K0.07%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co8,332$116.9K0.05%+8,332New
MCF Advisors LLC8,385$117.6K0.01%+20.0%Added
Bank of New Hampshire8,728$122.5K0.04%00.0%Unchanged
State of Wyoming8,984$126.0K0.03%−7,750−46.3%Reduced
Antonetti Capital Management LLC9,005$126.3K0.20%−9,100−50.3%Reduced
HSBC Holdings PLC9,019$126.5K0.00%−45,192−83.4%Reduced
Webster Bank, N. A.9,025$126.6K0.02%00.0%Unchanged
GHP Investment Advisors, Inc.9,321$128.9K0.01%00.0%Unchanged
Hexagon Capital Partners LLC9,418$132.1K0.03%00.0%Unchanged
Barrett & Company, Inc.9,507$133.4K0.08%−87,498−90.2%Reduced
Curi Capital10,000$140.3K0.02%+10,000New
McElhenny Sheffield Capital Management, LLC10,134$142.2K0.07%00.0%Unchanged
PCA Investment Advisory Services Inc.10,149$142.4K0.10%00.0%Unchanged
United Asset Strategies, Inc.10,179$142.8K0.02%+30+0.3%Added
Highlander Capital Management, LLC10,175$143.0K0.06%+500+5.2%Added
Voya Financial Advisors, Inc.10,212$143.2K0.02%+44+0.4%Added
LBMC Investment Advisors, LLC10,568$143.2K0.02%+10,568New
Valley National Advisers Inc10,233$144.0K0.03%+22+0.2%Added
WPWealth LLP10,290$144.4K0.06%+100+1.0%Added
Prio Wealth Limited Partnership10,300$144.5K0.01%00.0%Unchanged
Colorado Capital Management, Inc.10,360$145.0K0.11%00.0%Unchanged
Derbend Asset Management10,434$146.4K0.10%+10,434New
Wealth Effects LLC10,500$147.3K0.07%+200+1.9%Added
Amarillo National Bank10,500$147.3K0.03%+10,500New
Rather & Kittrell, Inc.10,541$147.9K0.06%00.0%Unchanged
Strategic Advocates LLC10,582$148.5K0.07%+10,582New
Everett Harris & Co10,697$150.1K0.00%+10,697New
David Loasby11,264$150.3K0.02%−21−0.2%Reduced
StrategIQ Financial Group, LLC10,714$150.3K0.02%00.0%Unchanged
AlphaCore Capital LLC10,742$150.7K0.02%+5,139+91.7%Added
Acadian Asset Management LLC10,815$151.0K0.00%−2,383−18.1%Reduced
Rothschild Investment Corp10,798$151.0K0.01%+10,798New
Key Client Fiduciary Advisors, LLC10,779$151.2K0.09%+10,779New
Prosperity Financial Group, Inc.10,800$151.5K0.13%−1,500−12.2%Reduced
O'Dell Group, LLC10,900$152.9K0.05%00.0%Unchanged
First Heartland Consultants, Inc.10,948$154.0K0.02%+608+5.9%Added
Centaurus Financial, Inc.11,022$155.0K0.01%+2,458+28.7%Added
Thompson Davis & Co., Inc.11,100$155.7K0.19%+11,100New
Capstone Financial Advisors, Inc.11,110$155.9K0.01%00.0%Unchanged
GYL Financial Synergies, LLC11,204$157.2K0.02%00.0%Unchanged
Safeguard Investment Advisory Group, LLC11,214$157.3K0.07%+177+1.6%Added
Indiana Trust & Investment Management CO11,220$157.4K0.08%00.0%Unchanged
Diversified Trust Co11,339$159.1K0.01%+1,071+10.4%Added
Cantor Fitzgerald, L. P.11,400$159.9K0.00%00.0%Unchanged
Walker Asset Management, LLC11,448$160.6K0.14%+205+1.8%Added
Titleist Asset Management, LLC11,490$161.2K0.03%+1,316+12.9%Added
Centurion Wealth Management LLC11,559$162.2K0.08%00.0%Unchanged
American Financial Advisors, LLC11,581$162.5K0.03%+13+0.1%Added
Cooper Financial Group11,600$162.7K0.04%+1,000+9.4%Added
First Dallas Securities Inc.11,750$165.0K0.04%−132,622−91.9%Reduced
Douglass Winthrop Advisors, LLC11,850$166.3K0.00%+11,850New
Creative Financial Designs Inc11,860$166.4K0.02%+650+5.8%Added
First Horizon Advisors, Inc.11,884$166.7K0.01%00.0%Unchanged
Gsa Capital Partners LLP11,905$167.0K0.01%−7,019−37.1%Reduced
Brighton Jones LLC11,909$167.1K0.01%+825+7.4%Added
Delap Wealth Advisory, LLC11,930$167.4K0.16%+11,930New
Hall Laurie J Trustee12,004$168.0K0.07%00.0%Unchanged
Modera Wealth Management, LLC11,985$168.1K0.00%−454−3.6%Reduced
TRUE Private Wealth Advisors12,009$168.5K0.02%+34+0.3%Added
Herold Advisors, Inc.12,075$169.4K0.05%+165+1.4%Added
Shepherd Financial Partners LLC12,173$170.8K0.03%+281+2.4%Added
Proequities, Inc.12,182$170.9K0.01%+248+2.1%Added
Carolinas Wealth Consulting LLC13,110$172.4K0.04%+10,561+414.3%Added
Wealthsource Partners, LLC12,353$173.3K0.01%+227+1.9%Added
Ellis Investment Partners, LLC12,410$174.1K0.04%+186+1.5%Added
Woodstock Corp12,500$175.4K0.02%00.0%Unchanged
Cullinan Associates Inc12,520$175.7K0.01%00.0%Unchanged
Private Trust Co NA12,544$176.0K0.02%00.0%Unchanged