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 |
|---|---|---|---|---|---|
| Doliver Advisors, LP | 39,046 | $547.8K | 0.16% | −1,328−3.3% | Reduced |
| Joseph P. Lucia & Associates, LLC | 39,255 | $550.7K | 0.39% | +9,320+31.1% | Added |
| Lee Financial Co | 39,582 | $555.3K | 0.10% | 00.0% | Unchanged |
| Quaker Capital Investments, LLC | 40,000 | $561.2K | 0.22% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 40,135 | $563.1K | 0.17% | −5,645−12.3% | Reduced |
| Waterfront Wealth Inc. | 41,171 | $567.3K | 0.19% | +57+0.1% | Added |
| Mather Group, LLC. | 40,737 | $571.5K | 0.01% | +81+0.2% | Added |
| XML Financial, LLC | 41,083 | $576.4K | 0.07% | −395−1.0% | Reduced |
| Eudaimonia Advisors LLC | 41,204 | $578.1K | 0.41% | +2,167+5.6% | Added |
| Modus Advisors, LLC | 41,302 | $579.5K | 0.25% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 41,402 | $580.9K | 0.07% | −635−1.5% | Reduced |
| PFG Investments, LLC | 41,713 | $585.2K | 0.11% | −4,893−10.5% | Reduced |
| MMBG Investment Advisors Co. | 41,905 | $587.9K | 0.07% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 41,959 | $588.7K | 0.04% | 00.0% | Unchanged |
| Morton Capital Management LLC | 42,142 | $591.2K | 0.21% | +791+1.9% | Added |
| HWG Holdings LP | 42,409 | $595.0K | 0.33% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 42,489 | $596.1K | 0.13% | +343+0.8% | Added |
| Empire Financial Management Company, LLC | 42,500 | $596.3K | 0.26% | −3,000−6.6% | Reduced |
| Independent Wealth Network Inc. | 42,998 | $603.3K | 0.37% | +342+0.8% | Added |
| Reuter James Wealth Management, LLC | 43,007 | $603.4K | 0.45% | +169+0.4% | Added |
| Lazard Asset Management LLC | 43,147 | $605.0K | 0.00% | +3,318+8.3% | Added |
| Exencial Wealth Advisors, LLC | 43,162 | $605.6K | 0.03% | +625+1.5% | Added |
| Invenio Wealth Partners LLC | 43,216 | $606.3K | 0.55% | −2,000−4.4% | Reduced |
| Pinnacle Financial Partners Inc | 43,511 | $610.5K | 0.02% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 44,573 | $625.4K | 0.00% | +44,573 | New |
| Advisor OS, LLC | 44,952 | $630.7K | 0.09% | +1,090+2.5% | Added |
| Sound View Wealth Advisors Group, LLC | 45,005 | $631.4K | 0.08% | +13,221+41.6% | Added |
| Guyasuta Investment Advisors Inc | 45,040 | $631.9K | 0.05% | +5,160+12.9% | Added |
| Samalin Investment Counsel, LLC | 45,295 | $635.5K | 0.37% | −2,328−4.9% | Reduced |
| Davenport & Co LLC | 45,405 | $637.0K | 0.00% | −13,169−22.5% | Reduced |
| KCM Investment Advisors LLC | 45,700 | $641.2K | 0.03% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 46,034 | $645.9K | 0.17% | 00.0% | Unchanged |
| BancorpSouth Bank | 46,245 | $648.8K | 0.06% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 46,655 | $654.6K | 0.01% | −5,160−10.0% | Reduced |
| InterOcean Capital Group, LLC | 46,779 | $656.3K | 0.02% | +1,194+2.6% | Added |
| Archford Capital Strategies, LLC | 47,992 | $673.3K | 0.13% | 00.0% | Unchanged |
| StoneX Group Inc. | 48,495 | $680.4K | 0.07% | −639−1.3% | Reduced |
| Wellington Shields & Co., LLC | 48,722 | $683.6K | 0.17% | −242−0.5% | Reduced |
| SEI Investments Co | 48,840 | $685.2K | 0.00% | +1,215+2.6% | Added |
| BBR Partners, LLC | 48,893 | $686.0K | 0.08% | +5,069+11.6% | Added |
| Fulton Bank, N.A. | 49,256 | $691.1K | 0.03% | +39,176+388.7% | Added |
| F&V Capital Management, LLC | 49,547 | $695.0K | 0.24% | 00.0% | Unchanged |
| Wealth Alliance | 49,685 | $697.1K | 0.11% | −9,497−16.0% | Reduced |
| Axxcess Wealth Management, LLC | 49,836 | $699.2K | 0.02% | +49,836 | New |
| Chase Investment Counsel Corp | 50,159 | $703.0K | 0.35% | −19,885−28.4% | Reduced |
| Bridgewater Advisors Inc. | 50,172 | $703.9K | 0.11% | 00.0% | Unchanged |
| Holderness Investments Co | 50,269 | $705.3K | 0.27% | −450−0.9% | Reduced |
| IFG Advisory, LLC | 51,299 | $719.7K | 0.06% | +11,000+27.3% | Added |
| Main Street Financial Solutions, LLC | 51,328 | $720.1K | 0.10% | −34,458−40.2% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 51,336 | $720.2K | 0.37% | 00.0% | Unchanged |
| First Manhattan Co | 51,400 | $721.1K | 0.00% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 51,741 | $725.9K | 0.22% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 52,292 | $733.7K | 0.00% | −112−0.2% | Reduced |
| BlueSky Wealth Advisors, LLC | 52,460 | $736.0K | 0.15% | +52,460 | New |
| Compass Financial Group, INC | 52,473 | $736.2K | 0.22% | +5,014+10.6% | Added |
| Avion Wealth | 53,035 | $744.0K | 0.21% | +32+0.1% | Added |
| Donoghue Forlines LLC | 53,079 | $744.7K | 0.27% | +5,497+11.6% | Added |
| Cresset Asset Management, LLC | 53,268 | $747.4K | 0.01% | −38,961−42.2% | Reduced |
| HFG Advisors, Inc. | 53,485 | $750.4K | 0.82% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 53,570 | $751.6K | 0.13% | +2,900+5.7% | Added |
| BLB&B Advisors, LLC | 53,972 | $757.2K | 0.05% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 54,002 | $757.7K | 0.12% | −220−0.4% | Reduced |
| NBC Securities, Inc. | 54,988 | $771.0K | 0.08% | +54,988 | New |
| Adell Harriman & Carpenter Inc | 55,725 | $781.8K | 0.08% | +25,670+85.4% | Added |
| Callan Capital, LLC | 55,923 | $784.6K | 0.08% | +55,923 | New |
| Olistico Wealth, LLC | 56,000 | $785.7K | 0.70% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 56,081 | $786.8K | 0.62% | −3,443−5.8% | Reduced |
| Wedbush Securities Inc | 56,750 | $796.0K | 0.04% | −2,924−4.9% | Reduced |
| Baugh & Associates, LLC | 57,090 | $801.0K | 0.50% | +57,090 | New |
| Level Four Advisory Services, LLC | 57,803 | $811.0K | 0.05% | +3,028+5.5% | Added |
| Virtu Financial LLC | 57,890 | $812.0K | 0.08% | +23,604+68.8% | Added |
| Sweet Financial Partners, LLC | 57,968 | $813.3K | 0.22% | +7,874+15.7% | Added |
| SeaCrest Wealth Management, LLC | 58,456 | $820.1K | 0.11% | +27,399+88.2% | Added |
| Personal Cfo Solutions, LLC | 58,460 | $820.2K | 0.16% | +140.0% | Added |
| Stockman Wealth Management, Inc. | 58,868 | $825.9K | 0.18% | 00.0% | Unchanged |
| PFG Advisors | 59,079 | $828.9K | 0.07% | −2,390−3.9% | Reduced |
| FourThought Financial Partners, LLC | 59,295 | $831.9K | 0.12% | +1,299+2.2% | Added |
| RMB Capital Management, LLC | 59,365 | $832.9K | 0.03% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 59,395 | $833.3K | 0.13% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 60,000 | $841.8K | 0.43% | +60,000 | New |
| GFS Advisors, LLC | 60,000 | $842.0K | 0.13% | +60,000 | New |
| Disciplined Investments, LLC | 60,244 | $845.2K | 0.51% | +16,765+38.6% | Added |
| Western Wealth Management, LLC | 60,343 | $846.6K | 0.07% | +343+0.6% | Added |
| Bard Financial Services, Inc. | 60,750 | $852.3K | 0.11% | +2,500+4.3% | Added |
| Meridian Wealth Advisors, LLC | 61,071 | $856.8K | 0.21% | +170.0% | Added |
| Wagner Wealth Management, LLC | 61,423 | $861.8K | 0.32% | +7,254+13.4% | Added |
| CWM, LLC | 61,984 | $870.0K | 0.01% | −155,831−71.5% | Reduced |
| Banco Santander, S.A. | 62,150 | $872.0K | 0.01% | +62,150 | New |
| Argent Advisors, Inc. | 62,268 | $873.6K | 0.40% | −12,710−17.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 62,460 | $876.3K | 0.01% | +325+0.5% | Added |
| Linscomb & Williams, Inc. | 63,724 | $894.0K | 0.05% | +405+0.6% | Added |
| Ameritas Advisory Services, LLC | 65,233 | $910.1K | 0.05% | +33,137+103.2% | Added |
| Ieq Capital, LLC | 65,266 | $915.7K | 0.02% | +554+0.9% | Added |
| Harrell Investment Partners, LLC | 66,564 | $917.3K | 0.31% | −2,675−3.9% | Reduced |
| Cutler Group LP | 65,715 | $921.0K | 0.15% | +52,899+412.8% | Added |
| Thoroughbred Financial Services, LLC | 65,998 | $925.0K | 0.09% | +49,414+298.0% | Added |
| Monetary Management Group Inc | 66,000 | $926.0K | 0.31% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 66,046 | $926.6K | 0.59% | +66,046 | New |
| Ellsworth Advisors, LLC | 66,814 | $937.4K | 0.33% | +18,191+37.4% | Added |
| Snowden Capital Advisors LLC | 67,020 | $940.3K | 0.04% | +958+1.5% | Added |