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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 67,130 | $941.8K | 0.12% | +3,900+6.2% | Added |
| Bank of Montreal | 70,371 | $958.1K | 0.00% | −42,425−37.6% | Reduced |
| SCP Investment, LP | 68,800 | $965.3K | 0.73% | +30,000+77.3% | Added |
| Platform Technology Partners | 68,981 | $967.8K | 0.45% | +9,863+16.7% | Added |
| Mutual Advisors, LLC | 69,005 | $968.1K | 0.04% | +1,668+2.5% | Added |
| Pensionmark Financial Group, LLC | 69,080 | $969.2K | 0.19% | +2,883+4.4% | Added |
| Stokes Family Office, LLC | 69,530 | $975.5K | 0.11% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 69,765 | $978.8K | 0.56% | +121+0.2% | Added |
| Transcend Wealth Collective, LLC | 69,844 | $979.9K | 0.10% | +3,717+5.6% | Added |
| Sanders Morris Harris LLC | 70,525 | $980.4K | 0.20% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 70,248 | $985.6K | 0.03% | +1,500+2.2% | Added |
| HB Wealth Management, LLC | 71,056 | $996.9K | 0.02% | −5,122−6.7% | Reduced |
| Sigma Planning Corp | 72,881 | $1.02M | 0.04% | −6,131−7.8% | Reduced |
| Gibraltar Capital Management, Inc. | 73,870 | $1.04M | 0.46% | +2,228+3.1% | Added |
| Intrua Financial, LLC | 73,955 | $1.04M | 0.19% | +2,220+3.1% | Added |
| US Bancorp | 74,508 | $1.05M | 0.00% | +1,438+2.0% | Added |
| Capital Advisors Inc | 74,875 | $1.05M | 0.03% | −21,453−22.3% | Reduced |
| Concorde Financial Corp | 75,000 | $1.05M | 1.80% | −355,548−82.6% | Reduced |
| GFG Capital, LLC | 75,840 | $1.06M | 0.35% | 00.0% | Unchanged |
| National Bank of Canada | 78,353 | $1.08M | 0.00% | +257+0.3% | Added |
| Founders Financial Securities LLC | 76,724 | $1.08M | 0.14% | −2,995−3.8% | Reduced |
| Kovack Advisors, Inc. | 77,074 | $1.08M | 0.15% | +2,426+3.2% | Added |
| Bank of New York Mellon Corp | 77,753 | $1.09M | 0.00% | +5,174+7.1% | Added |
| McAdam, LLC | 78,020 | $1.09M | 0.09% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 79,092 | $1.11M | 0.58% | +79,092 | New |
| Toroso Investments, LLC | 79,572 | $1.12M | 0.03% | −20,991−20.9% | Reduced |
| Parkwood LLC | 79,621 | $1.12M | 0.20% | +2,445+3.2% | Added |
| Moody National Bank Trust Division | 79,874 | $1.12M | 0.07% | +383+0.5% | Added |
| Ziegler Capital Management, LLC | 79,941 | $1.12M | 0.04% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 81,152 | $1.14M | 0.12% | +15,033+22.7% | Added |
| Dynamic Advisor Solutions LLC | 82,172 | $1.15M | 0.05% | +44,289+116.9% | Added |
| Cascade Investment Group, Inc. | 82,611 | $1.16M | 1.09% | +17,650+27.2% | Added |
| Summit Financial Strategies, Inc. | 84,007 | $1.18M | 0.22% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 84,241 | $1.18M | 0.27% | +19,837+30.8% | Added |
| Oxbow Advisors, LLC | 84,586 | $1.19M | 0.19% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 85,260 | $1.20M | 0.04% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 85,450 | $1.20M | 0.57% | +1,707+2.0% | Added |
| Cerity Partners LLC | 85,506 | $1.20M | 0.01% | −48,567−36.2% | Reduced |
| Wall Street Access Asset Management, LLC | 85,994 | $1.21M | 0.62% | −191−0.2% | Reduced |
| Alpine Woods Capital Investors, LLC | 86,000 | $1.21M | 0.19% | −11,000−11.3% | Reduced |
| Equitable Holdings, Inc. | 86,397 | $1.21M | 0.02% | −11,602−11.8% | Reduced |
| Kingsview Wealth Management, LLC | 86,432 | $1.21M | 0.04% | +35,580+70.0% | Added |
| Spire Wealth Management | 86,954 | $1.22M | 0.05% | +7,052+8.8% | Added |
| Griffin Asset Management, Inc. | 87,263 | $1.22M | 0.17% | +2,494+2.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 88,046 | $1.24M | 0.12% | +3,972+4.7% | Added |
| Formidable Asset Management, LLC | 89,477 | $1.24M | 0.27% | +11,775+15.2% | Added |
| Donaldson Capital Management, LLC | 88,771 | $1.25M | 0.06% | −432−0.5% | Reduced |
| Ninepoint Partners LP | 89,445 | $1.25M | 0.13% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 89,532 | $1.26M | 0.11% | +5,299+6.3% | Added |
| Finer Wealth Management, Inc. | 90,236 | $1.27M | 1.01% | +28,902+47.1% | Added |
| Synovus Financial Corp | 90,292 | $1.27M | 0.01% | +70,832+364.0% | Added |
| Edge Capital Group, LLC | 92,438 | $1.30M | 0.08% | −6,571−6.6% | Reduced |
| Legacy Advisors, LLC | 92,521 | $1.30M | 0.21% | +2,800+3.1% | Added |
| Quadrant Capital Group LLC | 92,568 | $1.30M | 0.13% | +1,375+1.5% | Added |
| Geneos Wealth Management Inc. | 92,847 | $1.30M | 0.07% | −2,329−2.4% | Reduced |
| Atria Investments LLC | 92,977 | $1.30M | 0.02% | −4,147−4.3% | Reduced |
| Congress Wealth Management LLC | 94,106 | $1.32M | 0.03% | +13,106+16.2% | Added |
| Secure Asset Management, LLC | 94,238 | $1.32M | 0.40% | −51,133−35.2% | Reduced |
| Haverford Trust Co | 94,428 | $1.32M | 0.02% | +300+0.3% | Added |
| Selway Asset Management | 94,900 | $1.33M | 0.61% | −500−0.5% | Reduced |
| Intellectus Partners, LLC | 94,946 | $1.33M | 0.42% | +4,201+4.6% | Added |
| Independent Financial Group, LLC | 95,131 | $1.33M | 0.09% | −1,957−2.0% | Reduced |
| Royal Fund Management, LLC | 95,171 | $1.34M | 0.19% | +3,684+4.0% | Added |
| Wolverine Trading, LLC | 95,770 | $1.34M | 0.01% | −278,157−74.4% | Reduced |
| Change Path, LLC | 97,343 | $1.37M | 0.10% | −848−0.9% | Reduced |
| Meridian Wealth Management, LLC | 98,218 | $1.38M | 0.08% | +11,014+12.6% | Added |
| LexAurum Advisors, LLC | 98,706 | $1.38M | 0.40% | +4,863+5.2% | Added |
| Taconic Capital Advisors LP | 100,000 | $1.40M | 0.08% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 100,101 | $1.40M | 1.20% | +14,439+16.9% | Added |
| TCW Group Inc | 103,400 | $1.45M | 0.02% | 00.0% | Unchanged |
| Rockwood Wealth Management, LLC | 103,703 | $1.45M | 0.24% | +360.0% | Added |
| Mizuho Markets Americas LLC | 104,278 | $1.46M | 0.05% | +104,278 | New |
| Aull & Monroe Investment Management Corp | 104,444 | $1.47M | 0.76% | −292−0.3% | Reduced |
| Agf Management Ltd | 104,693 | $1.47M | 0.01% | +912+0.9% | Added |
| Foundations Investment Advisors, LLC | 105,150 | $1.48M | 0.05% | +12,285+13.2% | Added |
| Springhouse Capital Management, LP | 107,700 | $1.51M | 2.76% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 108,948 | $1.53M | 0.17% | +188+0.2% | Added |
| MML Investors Services, LLC | 109,700 | $1.54M | 0.01% | +20,979+23.6% | Added |
| Albert D Mason Inc | 110,905 | $1.56M | 1.13% | −2,860−2.5% | Reduced |
| Geode Capital Management, LLC | 110,908 | $1.56M | 0.00% | −1,547−1.4% | Reduced |
| Cannell Peter B & Co Inc | 112,900 | $1.58M | 0.05% | −1,000−0.9% | Reduced |
| Wellington Shields Capital Management, LLC | 113,872 | $1.60M | 0.21% | −7,000−5.8% | Reduced |
| New Republic Capital, LLC | 115,951 | $1.63M | 1.33% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 118,000 | $1.66M | 0.03% | +460.0% | Added |
| Chiron Capital Management, LLC | 118,350 | $1.66M | 1.43% | −7,300−5.8% | Reduced |
| GraniteShares Advisors LLC | 118,816 | $1.67M | 1.55% | +2,153+1.8% | Added |
| Chapin Davis, Inc. | 118,949 | $1.67M | 0.80% | +11,625+10.8% | Added |
| Fifth Third Bancorp | 119,802 | $1.68M | 0.01% | −1,375−1.1% | Reduced |
| Pinnacle Holdings, LLC | 122,415 | $1.72M | 0.80% | −690−0.6% | Reduced |
| VELA Investment Management, LLC | 122,714 | $1.72M | 0.76% | +40,887+50.0% | Added |
| Forum Financial Management, LP | 124,948 | $1.75M | 0.04% | +114,710+1,120.4% | Added |
| Strategic Investment Solutions, Inc. | 133,322 | $1.77M | 0.02% | +131,228+6,266.9% | Added |
| Global Retirement Partners, LLC | 133,225 | $1.78M | 0.09% | −969−0.7% | Reduced |
| Lindbrook Capital, LLC | 127,969 | $1.80M | 0.20% | +4,755+3.9% | Added |
| Cobblestone Capital Advisors LLC | 128,274 | $1.80M | 0.13% | 00.0% | Unchanged |
| Madison Wealth Management | 129,410 | $1.82M | 0.38% | −75−0.1% | Reduced |
| Silvercrest Asset Management Group LLC | 129,838 | $1.82M | 0.01% | +1,700+1.3% | Added |
| United Capital Financial Advisers, LLC | 130,158 | $1.83M | 0.01% | −371−0.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 130,372 | $1.83M | 0.04% | +53,356+69.3% | Added |
| Kirr Marbach & Co LLC | 130,428 | $1.83M | 0.52% | +130,428 | New |