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 |
|---|---|---|---|---|---|
| Bienville Capital Management, LLC | 25,406 | $356.4K | 0.11% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 25,465 | $357.3K | 0.20% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 25,480 | $357.5K | 0.15% | −3,287−11.4% | Reduced |
| Whittier Trust Co | 25,617 | $359.4K | 0.01% | +6,507+34.1% | Added |
| North Star Investment Management Corp. | 25,702 | $360.6K | 0.03% | −791−3.0% | Reduced |
| American Institute for Advanced Investment Management, LLP | 24,100 | $361.1K | 0.33% | −500−2.0% | Reduced |
| Stratos Wealth Advisors, LLC | 25,805 | $362.0K | 0.02% | +1,028+4.1% | Added |
| Flagship Harbor Advisors, LLC | 26,039 | $365.3K | 0.03% | −143−0.5% | Reduced |
| FirstPurpose Wealth LLC | 26,139 | $366.7K | 0.16% | +2,000+8.3% | Added |
| Insigneo Advisory Services, LLC | 26,189 | $367.4K | 0.07% | +80.0% | Added |
| SFMG, LLC | 26,250 | $368.3K | 0.04% | +8,535+48.2% | Added |
| Brown Brothers Harriman & Co | 26,405 | $370.5K | 0.00% | +3,800+16.8% | Added |
| Segall Bryant & Hamill, LLC | 26,487 | $371.6K | 0.00% | +590+2.3% | Added |
| JJJ Advisors Inc. | 26,500 | $371.8K | 0.10% | +26,500 | New |
| Clear Harbor Asset Management, LLC | 26,599 | $373.2K | 0.04% | 00.0% | Unchanged |
| Operose Advisors LLC | 26,656 | $374.0K | 0.15% | +23,100+649.6% | Added |
| Tower Research Capital LLC (TRC) | 26,820 | $376.3K | 0.01% | +26,429+6,759.3% | Added |
| Lakeview Capital Partners, LLC | 26,827 | $376.4K | 0.07% | +1,944+7.8% | Added |
| Carnegie Capital Asset Management, LLC | 26,902 | $377.4K | 0.01% | +100.0% | Added |
| White Pine Capital LLC | 26,950 | $378.1K | 0.15% | +7,575+39.1% | Added |
| MSH Capital Advisors LLC | 26,987 | $378.6K | 0.15% | +226+0.8% | Added |
| Buckingham Strategic Partners | 27,046 | $379.5K | 0.02% | +3,739+16.0% | Added |
| Hartford Financial Management Inc. | 27,134 | $380.7K | 0.10% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 27,347 | $383.7K | 0.04% | +1,026+3.9% | Added |
| S. R. Schill & Associates | 27,770 | $389.6K | 0.19% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 28,095 | $394.2K | 0.39% | +654+2.4% | Added |
| Financial Advisory Service, Inc. | 28,106 | $394.3K | 0.04% | +478+1.7% | Added |
| Regions Financial Corp | 28,199 | $395.6K | 0.00% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 28,261 | $396.5K | 0.18% | +7,632+37.0% | Added |
| Huntington National Bank | 28,266 | $396.6K | 0.00% | +2,780+10.9% | Added |
| Tradition Wealth Management, LLC | 28,416 | $399.0K | 0.05% | +2,298+8.8% | Added |
| Asio Capital, LLC | 28,500 | $399.9K | 0.11% | −400−1.4% | Reduced |
| SageView Advisory Group, LLC | 28,532 | $400.3K | 0.02% | +1,196+4.4% | Added |
| Noesis Capital Mangement Corp | 28,637 | $401.8K | 0.11% | +28,637 | New |
| Clear Creek Financial Management, LLC | 28,727 | $403.0K | 0.07% | −924−3.1% | Reduced |
| Advus Financial Partners, LLC | 28,753 | $403.4K | 0.16% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 28,842 | $404.7K | 0.13% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 28,865 | $405.0K | 0.03% | +855+3.1% | Added |
| Eudaimonia Partners, LLC | 28,900 | $405.5K | 0.10% | +2,000+7.4% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 29,016 | $407.1K | 0.08% | 00.0% | Unchanged |
| HAP Trading, LLC | 29,053 | $407.6K | 0.10% | +4,910+20.3% | Added |
| Gratus Capital LLC | 29,234 | $410.2K | 0.03% | +680+2.4% | Added |
| Umb Bank N A | 29,304 | $411.1K | 0.01% | +500+1.7% | Added |
| Mattern Wealth Management LLC | 29,552 | $414.6K | 0.12% | +3,852+15.0% | Added |
| Stonegate Investment Group, LLC | 29,710 | $416.8K | 0.02% | −1,617−5.2% | Reduced |
| EJF Capital LLC | 30,000 | $420.9K | 0.18% | −30,000−50.0% | Reduced |
| JBF Capital, Inc. | 30,000 | $420.9K | 0.09% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 30,001 | $420.9K | 0.16% | 00.0% | Unchanged |
| King Wealth | 30,170 | $423.0K | 0.09% | +215+0.7% | Added |
| Perigon Wealth Management, LLC | 30,433 | $427.0K | 0.02% | +2,800+10.1% | Added |
| Fiduciary Group LLC | 30,496 | $427.9K | 0.05% | −376−1.2% | Reduced |
| Benedetti & Gucer, Inc. | 30,623 | $429.6K | 0.23% | +943+3.2% | Added |
| Glass Jacobson Investment Advisors llc | 30,817 | $432.4K | 0.20% | +566+1.9% | Added |
| EP Wealth Advisors, LLC | 30,864 | $433.0K | 0.01% | +20,864+208.6% | Added |
| Somerset Group LLC | 31,000 | $434.9K | 0.41% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 31,328 | $439.5K | 0.05% | +3,923+14.3% | Added |
| AlphaQ Advisors LLC | 31,449 | $441.2K | 0.38% | +732+2.4% | Added |
| Veracity Capital LLC | 31,465 | $441.4K | 0.21% | +745+2.4% | Added |
| Conning Inc. | 31,667 | $444.3K | 0.02% | −40,905−56.4% | Reduced |
| Golden Green, Inc. | 31,912 | $447.7K | 0.47% | +31,912 | New |
| Newbridge Financial Services Group, Inc. | 31,966 | $448.5K | 0.23% | +3,684+13.0% | Added |
| Sequoia Financial Advisors, LLC | 32,376 | $454.2K | 0.01% | +4,296+15.3% | Added |
| ARS Wealth Advisors Group, LLC | 32,430 | $455.0K | 0.07% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 32,478 | $455.7K | 0.16% | −1,000−3.0% | Reduced |
| Bessemer Group Inc | 32,504 | $456.0K | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group | 32,632 | $457.8K | 0.08% | +135+0.4% | Added |
| Youngs Advisory Group, Inc. | 32,638 | $457.9K | 0.25% | +137+0.4% | Added |
| Hilton Capital Management, LLC | 32,755 | $459.6K | 0.06% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 32,882 | $461.3K | 0.03% | +5,249+19.0% | Added |
| Levin Capital Strategies, L.P. | 33,000 | $463.0K | 0.06% | −25,000−43.1% | Reduced |
| Partners Group Holding AG | 33,172 | $465.4K | 0.04% | −7,386−18.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 33,501 | $470.0K | 0.14% | +11,119+49.7% | Added |
| SRS Capital Advisors, Inc. | 33,513 | $470.2K | 0.06% | +296+0.9% | Added |
| FineMark National Bank & Trust | 33,712 | $473.0K | 0.02% | +734+2.2% | Added |
| Coastal Investment Advisors, Inc. | 37,506 | $476.3K | 0.11% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 34,000 | $477.0K | 0.24% | −10.0% | Reduced |
| Gould Asset Management LLC | 34,056 | $477.8K | 0.13% | −3,250−8.7% | Reduced |
| Diligent Investors, LLC | 34,273 | $480.9K | 0.15% | +223+0.7% | Added |
| Berkshire Asset Management LLC | 34,329 | $481.6K | 0.03% | −250−0.7% | Reduced |
| Principal Street Partners, LLC | 34,738 | $487.4K | 0.10% | −6,046−14.8% | Reduced |
| Camelot Portfolios, LLC | 35,015 | $491.3K | 0.47% | +40+0.1% | Added |
| Moloney Securities Asset Management, LLC | 35,024 | $491.4K | 0.09% | +12,568+56.0% | Added |
| Fortis Group Advisors, LLC | 39,824 | $496.6K | 0.15% | +1,928+5.1% | Added |
| Highland Capital Management, LLC | 35,420 | $496.9K | 0.03% | +35,420 | New |
| Argent Trust Co | 35,817 | $502.5K | 0.03% | −170−0.5% | Reduced |
| Ashford Capital Management Inc | 35,843 | $502.9K | 0.07% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 35,852 | $503.0K | 0.19% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 35,877 | $503.3K | 0.03% | +7,625+27.0% | Added |
| Pathway Financial Advisers, LLC | 35,959 | $504.5K | 0.21% | +35,959 | New |
| Cornerstone Wealth Management, LLC | 36,419 | $510.9K | 0.05% | +3,186+9.6% | Added |
| GPS Wealth Strategies Group, LLC | 36,576 | $513.2K | 0.10% | +1,370+3.9% | Added |
| Neville Rodie & Shaw Inc | 36,626 | $514.0K | 0.05% | −90.0% | Reduced |
| Naples Global Advisors, LLC | 36,800 | $516.3K | 0.06% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 37,175 | $521.6K | 0.04% | +993+2.7% | Added |
| TCTC Holdings, LLC | 37,348 | $524.0K | 0.02% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 37,449 | $525.4K | 0.04% | +2,753+7.9% | Added |
| J.W. Cole Advisors, Inc. | 37,575 | $527.2K | 0.04% | +8,934+31.2% | Added |
| BCJ Capital Management, LLC | 38,075 | $534.2K | 0.05% | −3,098−7.5% | Reduced |
| Guggenheim Capital LLC | 38,292 | $537.2K | 0.00% | −6,852−15.2% | Reduced |
| Samjo Capital LLC | 39,000 | $547.2K | 0.22% | +39,000 | New |