Skip to main content
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, 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
Financial Counselors Inc12,659$177.6K0.00%−128−1.0%Reduced
Hancock Whitney Corp12,660$177.6K0.01%−60−0.5%Reduced
Hollencrest Capital Management12,745$178.8K0.02%+260+2.1%Added
Magnus Financial Group LLC12,751$178.9K0.03%+76+0.6%Added
Core Wealth Partners LLC12,759$179.0K0.16%−76−0.6%Reduced
CMG Global Holdings, LLC12,809$179.7K0.15%+12,809New
Chilton Capital Management LLC12,949$181.7K0.01%00.0%Unchanged
Freestone Capital Holdings, LLC12,986$182.2K0.01%+186+1.5%Added
Ruggaard & Associates LLC12,987$182.2K0.11%00.0%Unchanged
Westwood Wealth Management13,000$182.4K0.14%00.0%Unchanged
Arrow Investment Advisors, LLC13,012$182.6K0.15%+723+5.9%Added
Allen Mooney & Barnes Investment Advisors LLC13,024$182.7K0.04%+13,024New
Country Club Bank13,043$182.9K0.01%00.0%Unchanged
Wolff Financial Management LLC13,024$183.0K0.06%+1,024+8.5%Added
GM Advisory Group, Inc.13,090$183.7K0.02%+2,988+29.6%Added
Resonant Capital Advisors, LLC13,180$184.9K0.02%00.0%Unchanged
Cumberland Advisors Inc13,209$185.3K0.08%+1,480+12.6%Added
Clifford Swan Investment Counsel LLC13,263$186.1K0.01%00.0%Unchanged
Easterly Investment Partners LLC13,279$186.3K0.02%00.0%Unchanged
Probity Advisors, Inc.13,431$188.4K0.04%−327−2.4%Reduced
HM Payson & Co13,442$188.6K0.00%00.0%Unchanged
Fairfield, Bush & Co.13,461$188.9K0.12%+57+0.4%Added
Goodwin Daniel L13,500$189.4K0.09%+2,500+22.7%Added
Invst, LLC13,539$189.9K0.03%00.0%Unchanged
Larson Financial Group LLC13,569$190.4K0.02%−1,389−9.3%Reduced
Daymark Wealth Partners, LLC13,578$190.5K0.01%−6,357−31.9%Reduced
Avantax Planning Partners, Inc.13,601$190.8K0.01%−8,000−37.0%Reduced
Waterloo Capital, L.P.13,633$191.3K0.06%+73+0.5%Added
Smithfield Trust Co13,731$192.0K0.01%00.0%Unchanged
Concord Wealth Partners13,749$192.9K0.04%+189+1.4%Added
Mill Creek Capital Advisors, LLC13,767$193.2K0.01%00.0%Unchanged
Verdence Capital Advisors LLC13,817$193.8K0.02%+17+0.1%Added
Nalls Sherbakoff Group, LLC13,874$194.6K0.19%−2,130−13.3%Reduced
Mattern Capital Management, LLC13,894$194.9K0.03%00.0%Unchanged
Hemington Wealth Management13,952$195.0K0.09%00.0%Unchanged
Viawealth, LLC14,034$196.9K0.14%+326+2.4%Added
Marcum Wealth, LLC14,096$197.8K0.02%+1,861+15.2%Added
Johnson Midwest Financial, LLC14,137$198.3K0.44%+10+0.1%Added
Kestra Private Wealth Services, LLC14,254$200.0K0.01%+14,254New
Lion Street Advisors, LLC14,284$200.4K0.07%−4,994−25.9%Reduced
Marco Investment Management LLC14,359$201.5K0.02%+334+2.4%Added
EverSource Wealth Advisors, LLC14,402$202.1K0.02%−1,550−9.7%Reduced
Hollow Brook Wealth Management LLC14,470$203.0K0.08%00.0%Unchanged
Carl Stuart Investment Advisor, Inc14,741$203.1K0.16%+254+1.8%Added
First National Trust Co14,587$204.7K0.01%+892+6.5%Added
Whalerock Point Partners, LLC14,600$204.8K0.07%00.0%Unchanged
Focus Financial Network, Inc.14,620$205.1K0.01%−104−0.7%Reduced
Laidlaw Wealth Management LLC14,850$208.3K0.07%−6,096−29.1%Reduced
Perennial Investment Advisors, LLC14,921$209.3K0.04%−372−2.4%Reduced
Searle & Co.14,945$209.7K0.07%00.0%Unchanged
Zazove Associates LLC15,000$210.0K0.02%00.0%Unchanged
We Are One Seven, LLC15,003$210.5K0.02%+3,704+32.8%Added
Silverleafe Capital Partners, LLC15,061$211.3K0.11%+500+3.4%Added
Ethos Financial Group, LLC15,113$212.0K0.05%+3,382+28.8%Added
Register Financial Advisors LLC15,250$214.0K0.16%+1,042+7.3%Added
First PREMIER Bank15,288$214.0K0.07%00.0%Unchanged
Wade G W & Inc15,234$214.0K0.01%+1,084+7.7%Added
Parkside Financial Bank & Trust15,440$216.6K0.05%+2,264+17.2%Added
Vivaldi Asset Management, LLC15,483$217.2K0.01%+366+2.4%Added
Conservest Capital Advisors, Inc.15,503$217.5K0.03%+19+0.1%Added
Resources Investment Advisors, LLC.15,508$217.6K0.00%+218+1.4%Added
Shapiro Capital Management LLC15,536$218.0K0.01%+15,536New
Regent Peak Wealth Advisors LLC15,540$218.0K0.07%00.0%Unchanged
Oxford Financial Group Ltd15,599$218.9K0.02%00.0%Unchanged
CFO4Life Group, LLC15,643$219.5K0.05%+1,538+10.9%Added
Summit Trail Advisors, LLC15,658$219.7K0.01%+400+2.6%Added
SkyOak Wealth, LLC15,740$220.8K0.06%00.0%Unchanged
Redhawk Wealth Advisors, Inc.15,827$222.1K0.07%+15,827New
Amplius Wealth Advisors, LLC15,835$222.2K0.03%+32+0.2%Added
FDx Advisors, Inc.15,922$223.0K0.02%−1,233−7.2%Reduced
Walled Lake Planning & Wealth Management, LLC15,976$224.1K0.11%00.0%Unchanged
Rossmore Private Capital16,000$224.5K0.03%00.0%Unchanged
Consilium Wealth Advisory, LLC16,000$224.5K0.16%00.0%Unchanged
Future Financial Wealth Managment LLC16,019$224.7K0.25%+117+0.7%Added
Peapack Gladstone Financial Corp16,048$225.0K0.00%00.0%Unchanged
Helen Stephens Group, LLC16,040$225.0K0.12%+2,500+18.5%Added
King Luther Capital Management Corp16,170$226.9K0.00%00.0%Unchanged
Busey Wealth Management16,177$227.0K0.01%+4,000+32.8%Added
Am Investment Strategies LLC16,182$227.0K0.07%+16,182New
Baker Tilly Wealth Management, LLC16,224$227.6K0.04%−1,005−5.8%Reduced
Burney Co16,246$227.9K0.01%00.0%Unchanged
Alterity Financial Group, LLC16,300$228.7K0.36%+16,300New
Capital Investment Advisory Services, LLC16,308$228.8K0.02%−296−1.8%Reduced
Foster Victor Wealth Advisors, LLC17,024$229.1K0.03%+110+0.7%Added
Novare Capital Management LLC16,433$230.6K0.03%00.0%Unchanged
RSM US Wealth Management LLC16,518$231.7K0.01%+1,425+9.4%Added
Two Sigma Securities, LLC16,647$233.6K0.01%−14,735−47.0%Reduced
Kavar Capital Partners Group, LLC16,900$237.1K0.05%+200+1.2%Added
Bryn Mawr Trust Co16,952$237.8K0.01%00.0%Unchanged
Caldwell Sutter Capital, Inc.16,959$237.9K0.13%−344−2.0%Reduced
HBK Sorce Advisory LLC16,976$238.2K0.01%−2,447−12.6%Reduced
Leisure Capital Management17,000$238.5K0.14%00.0%Unchanged
TD Waterhouse Canada Inc.17,344$238.7K0.00%+567+3.4%Added
Van Hulzen Asset Management, LLC17,120$240.0K0.02%00.0%Unchanged
Total Clarity Wealth Management, Inc.17,144$240.5K0.12%+4,359+34.1%Added
Wedmont Private Capital17,643$241.5K0.02%+7,564+75.0%Added
Security National Bank of Sioux City Iowa17,300$242.7K0.19%00.0%Unchanged
Mission Wealth Management, LP17,330$243.1K0.01%+1,262+7.9%Added
Fifth Lane Capital, LP10,000$244.3K0.25%+10,000New
RiverTree Advisors, LLC17,500$245.5K0.18%00.0%Unchanged