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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
Capasso Planning Partners LLC17,500$245.5K0.13%00.0%Unchanged
Grey Fox Wealth Advisors, LLC17,651$247.6K0.12%+145+0.8%Added
Walkner Condon Financial Advisors LLC17,725$248.7K0.07%+413+2.4%Added
Parallel Advisors, LLC17,740$248.9K0.01%−1,775−9.1%Reduced
Old North State Trust, LLC17,739$249.0K0.19%00.0%Unchanged
Tiaa Trust, National Association17,790$249.6K0.00%+17,790New
Yarger Wealth Strategies, LLC17,800$249.7K0.21%+17,800New
RiverGlades Family Offices LLC17,850$250.4K0.22%00.0%Unchanged
Romano Brothers and Company17,862$250.6K0.04%00.0%Unchanged
Mayflower Financial Advisors, LLC17,901$251.2K0.04%00.0%Unchanged
Brave Asset Management Inc18,000$252.5K0.08%00.0%Unchanged
Wesbanco Bank Inc18,018$252.8K0.01%+1,900+11.8%Added
Strategic Financial Concepts, LLC18,044$253.2K0.09%−205−1.1%Reduced
Mark Stevens18,051$253.3K0.03%00.0%Unchanged
Good Life Advisors, LLC18,075$253.6K0.03%−1,085−5.7%Reduced
Integrated Advisors Network LLC18,090$253.8K0.02%−549−2.9%Reduced
Salvus Wealth Management, LLC18,156$254.7K0.20%00.0%Unchanged
Hoylecohen, LLC18,215$255.6K0.02%−1,705−8.6%Reduced
CoreCap Advisors, LLC18,245$256.0K0.02%−4,296−19.1%Reduced
Nwam LLC18,246$256.0K0.03%+18,246New
Boston Private Wealth LLC18,291$256.6K0.01%+18,291New
Fisher Asset Management, LLC18,334$257.2K0.00%+6,984+61.5%Added
Gray Wealth Management Inc.18,344$257.4K0.13%+2,011+12.3%Added
Opus Capital Group, LLC18,399$258.0K0.05%00.0%Unchanged
Dudley Capital Management, LLC18,447$258.8K0.18%00.0%Unchanged
HBW Advisory Services LLC18,451$259.0K0.05%+2,078+12.7%Added
Act Wealth Management, LLC18,620$261.2K0.18%−2,047−9.9%Reduced
Kennedy Investment Group18,656$261.7K0.16%+421+2.3%Added
Capital Market Strategies LLC19,323$261.8K0.26%00.0%Unchanged
Farmers & Merchants Investments Inc18,747$263.0K0.01%00.0%Unchanged
Ropes Wealth Advisors LLC18,835$264.3K0.05%00.0%Unchanged
Wescott Financial Advisory Group, LLC18,840$264.3K0.05%−19,087−50.3%Reduced
Financial Partners Group, Inc20,309$264.4K0.05%+1,894+10.3%Added
Poplar Forest Capital LLC18,950$265.9K0.03%00.0%Unchanged
Summit Financial Wealth Advisors, LLC20,000$266.2K0.07%00.0%Unchanged
Merit Financial Group, LLC18,990$266.4K0.01%+2,753+17.0%Added
FinTrust Capital Advisors, LLC19,001$266.6K0.06%−143−0.7%Reduced
Wealthstar Advisors, LLC19,004$266.6K0.12%+19,004New
Heritage Trust Co19,007$266.7K0.04%−3,734−16.4%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management19,097$267.9K0.01%−4,737−19.9%Reduced
WCG Wealth Advisors LLC19,110$268.0K0.02%+19,110New
RFG Advisory, LLC19,148$268.7K0.01%+1,627+9.3%Added
Financial Advocates Investment Management19,171$269.0K0.02%−429−2.2%Reduced
Aire Advisors, LLC19,274$270.4K0.07%+19,274New
Cypress Capital Management LLC (WY)19,400$272.2K0.32%00.0%Unchanged
Wetherby Asset Management Inc19,441$272.8K0.02%−4,852−20.0%Reduced
Cadent Capital Advisors, LLC19,723$276.7K0.13%+2,206+12.6%Added
Smithbridge Asset Management Inc19,753$277.0K0.07%+251+1.3%Added
Marathon Trading Investment Management LLC19,800$277.8K0.21%+6,100+44.5%Added
Weiss Multi-Strategy Advisers LLC19,838$278.0K0.01%+19,838New
Sawtooth Solutions, LLC19,925$279.5K0.01%+355+1.8%Added
Bleakley Financial Group, LLC19,925$279.5K0.01%+355+1.8%Added
Baird Financial Group, Inc.20,000$280.6K0.00%00.0%Unchanged
One Charles Private Wealth Services, LLC20,000$280.6K0.16%00.0%Unchanged
Matrix Private Capital Group LLC20,043$281.2K0.21%00.0%Unchanged
WT Wealth Management20,113$282.2K0.12%+20,113New
Edgemoor Investment Advisors, Inc.20,140$282.6K0.03%00.0%Unchanged
Sepio Capital, LP20,201$283.4K0.02%+180+0.9%Added
MONECO Advisors, LLC20,203$283.4K0.08%+222+1.1%Added
Aldebaran Financial Inc.20,225$283.8K0.46%+725+3.7%Added
Atlas Private Wealth Advisors20,248$284.1K0.05%+429+2.2%Added
Sym Financial Corp20,300$284.8K0.05%+4,000+24.5%Added
Lake Street Advisors Group, LLC20,392$286.0K0.02%+1,469+7.8%Added
Belfer Management LLC20,963$294.1K7.62%00.0%Unchanged
Signature Wealth Management Partners, LLC21,226$297.8K0.29%+354+1.7%Added
Delos Wealth Advisors, LLC22,276$300.1K0.36%00.0%Unchanged
1st Source Bank21,444$300.9K0.02%00.0%Unchanged
Legacy Financial Strategies, LLC23,391$305.7K0.10%+23,391New
Founders Financial Alliance, LLC21,914$307.5K0.13%−103−0.5%Reduced
Mosaic Family Wealth Partners, LLC21,930$307.7K0.06%+434+2.0%Added
Savant Capital, LLC21,995$308.6K0.00%+160+0.7%Added
Colony Group LLC22,040$309.0K0.00%−480−2.1%Reduced
Whitener Capital Management, Inc.22,050$309.4K0.12%+646+3.0%Added
Garrett Wealth Advisory Group, LLC22,113$310.2K0.14%+21+0.1%Added
Penbrook Management LLC22,118$310.3K0.23%00.0%Unchanged
Rehmann Capital Advisory Group22,227$311.9K0.03%+4,530+25.6%Added
Bogart Wealth, LLC22,228$311.9K0.02%+2,214+11.1%Added
Southland Equity Partners LLC22,330$313.3K0.11%−20,000−47.2%Reduced
Affinity Wealth Management LLC22,342$313.5K0.07%00.0%Unchanged
Jaffetilchin Investment Partners, LLC22,466$315.2K0.03%+3,845+20.6%Added
Van Cleef Asset Management,Inc23,025$323.0K0.05%−1,275−5.2%Reduced
E&G Advisors, LP23,046$323.3K0.12%−2,000−8.0%Reduced
Inspire Advisors, LLC23,107$324.2K0.06%+477+2.1%Added
KPP Advisory Services LLC23,175$325.1K0.11%+23,175New
Hilltop Holdings Inc.23,408$328.4K0.04%+3,400+17.0%Added
Woodward Diversified Capital, LLC23,524$330.0K0.24%+1,301+5.9%Added
Signaturefd, LLC23,647$331.8K0.01%+275+1.2%Added
Central Trust Co23,658$331.9K0.01%+188+0.8%Added
Fortis Capital Management LLC23,717$332.8K0.10%+561+2.4%Added
C2C Wealth Management, LLC24,326$334.6K0.05%00.0%Unchanged
Verity & Verity, LLC23,978$336.4K0.04%00.0%Unchanged
Retirement Investment Advisors, Inc.24,346$341.6K0.03%+8,630+54.9%Added
Wintrust Investments LLC24,395$342.0K0.04%−1,673−6.4%Reduced
Ausdal Financial Partners, Inc.24,386$342.1K0.05%+142+0.6%Added
MV Capital Management, Inc.24,460$343.2K0.05%00.0%Unchanged
Atomi Financial Group, Inc.24,518$344.0K0.11%+24,518New
Sabal Trust CO24,765$347.5K0.02%−2,506−9.2%Reduced
Stokes Capital Advisors, LLC24,846$348.6K0.12%00.0%Unchanged
Fidelis Capital Partners, LLC24,899$349.3K0.12%00.0%Unchanged
Checchi Capital Advisers, LLC25,270$354.5K0.03%00.0%Unchanged