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 |
|---|---|---|---|---|---|
| Redwood Wealth Management Group, LLC | 130,847 | $1.84M | 2.15% | +712+0.5% | Added |
| Aveo Capital Partners, LLC | 131,896 | $1.85M | 0.24% | +9,107+7.4% | Added |
| Kercheville Advisors, LLC | 132,000 | $1.85M | 1.18% | +2,000+1.5% | Added |
| Penn Mutual Asset Management, LLC | 133,500 | $1.87M | 1.76% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 134,602 | $1.89M | 0.08% | −35,618−20.9% | Reduced |
| Green Square Capital Advisors LLC | 135,165 | $1.90M | 0.25% | +6,393+5.0% | Added |
| Pacer Advisors, Inc. | 135,470 | $1.90M | 0.01% | −19,141−12.4% | Reduced |
| Autumn Glory Partners, LLC | 135,545 | $1.90M | 1.16% | −9,487−6.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 136,000 | $1.91M | 0.00% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 139,672 | $1.92M | 0.02% | +139,672 | New |
| Outfitter Financial LLC | 137,762 | $1.93M | 1.82% | 00.0% | Unchanged |
| Summit Financial, LLC | 139,906 | $1.96M | 0.14% | +121,698+668.4% | Added |
| Northeast Financial Consultants Inc | 140,522 | $1.97M | 0.12% | 00.0% | Unchanged |
| Brookstone Capital Management | 144,500 | $2.03M | 0.04% | +56,703+64.6% | Added |
| Keybank National Association | 144,882 | $2.03M | 0.01% | +4,433+3.2% | Added |
| Bluefin Capital Management, LLC | 145,600 | $2.04M | 0.18% | +36,200+33.1% | Added |
| AE Wealth Management LLC | 146,752 | $2.06M | 0.01% | +21,980+17.6% | Added |
| Wealthcare Advisory Partners LLC | 147,772 | $2.07M | 0.10% | +6,051+4.3% | Added |
| Raymond James Trust N.A. | 148,786 | $2.09M | 0.06% | +1,816+1.2% | Added |
| Mercer Global Advisors Inc | 149,582 | $2.10M | 0.01% | +18,356+14.0% | Added |
| Callodine Capital Management, LP | 150,000 | $2.10M | 0.59% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 150,406 | $2.11M | 0.02% | −166,048−52.5% | Reduced |
| M&T Bank Corp | 154,204 | $2.16M | 0.01% | +3,720+2.5% | Added |
| Northwestern Mutual Wealth Management Co | 154,795 | $2.17M | 0.00% | +3,423+2.3% | Added |
| Clarus Group, Inc. | 156,161 | $2.19M | 1.59% | +1,160+0.7% | Added |
| Howard Financial Services, Ltd. | 159,862 | $2.24M | 0.51% | +465+0.3% | Added |
| Avantax Advisory Services, Inc. | 160,100 | $2.25M | 0.03% | +30,275+23.3% | Added |
| Kornitzer Capital Management Inc | 162,600 | $2.28M | 0.05% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 163,540 | $2.29M | 0.26% | −533−0.3% | Reduced |
| Moneta Group Investment Advisors LLC | 164,753 | $2.31M | 0.05% | +1,896+1.2% | Added |
| Beverly Hills Private Wealth, LLC | 165,152 | $2.32M | 0.69% | +2,658+1.6% | Added |
| Jackson Hole Capital Partners, LLC | 165,271 | $2.32M | 0.68% | +9,308+6.0% | Added |
| Aurora Private Wealth, Inc. | 166,222 | $2.33M | 2.58% | +12,579+8.2% | Added |
| Connectus Wealth, LLC | 166,658 | $2.34M | 0.05% | −150,008−47.4% | Reduced |
| Nokomis Capital, L.L.C. | 166,979 | $2.34M | 0.92% | +38,000+29.5% | Added |
| Oppenheimer Asset Management Inc. | 170,080 | $2.39M | 0.04% | −2,035−1.2% | Reduced |
| Monticello Wealth Management, LLC | 171,020 | $2.40M | 0.24% | −217−0.1% | Reduced |
| Botty Investors LLC | 172,570 | $2.42M | 0.92% | 00.0% | Unchanged |
| Lido Advisors, LLC | 174,393 | $2.45M | 0.03% | +1,100+0.6% | Added |
| Terril Brothers, Inc. | 176,550 | $2.48M | 1.20% | −100,000−36.2% | Reduced |
| IHT Wealth Management, LLC | 181,026 | $2.54M | 0.13% | +7,084+4.1% | Added |
| Horizon Kinetics Asset Management LLC | 181,308 | $2.54M | 0.05% | +5,915+3.4% | Added |
| True North Advisors, LLC | 181,624 | $2.55M | 0.78% | +671+0.4% | Added |
| Harbour Investments, Inc. | 182,944 | $2.57M | 0.13% | +3,834+2.1% | Added |
| Wealthspire Advisors, LLC | 187,082 | $2.62M | 0.04% | −9,570−4.9% | Reduced |
| Basso Capital Management, L.P. | 188,500 | $2.64M | 2.93% | +6,000+3.3% | Added |
| Venture Visionary Partners LLC | 190,833 | $2.68M | 0.16% | −1,427−0.7% | Reduced |
| Ingalls & Snyder LLC | 192,860 | $2.71M | 0.13% | −868−0.4% | Reduced |
| Sunbelt Securities, Inc. | 193,662 | $2.72M | 0.38% | +5,655+3.0% | Added |
| Advisors Asset Management, Inc. | 193,819 | $2.72M | 0.06% | −37,873−16.3% | Reduced |
| Apollon Wealth Management, LLC | 194,012 | $2.72M | 0.14% | −17,875−8.4% | Reduced |
| Van Eck Associates Corp | 195,461 | $2.74M | 0.01% | +74,210+61.2% | Added |
| Lavaca Capital LLC | 195,468 | $2.74M | 0.99% | −2,668−1.3% | Reduced |
| Lincoln National Corp | 196,968 | $2.76M | 0.06% | +33,850+20.8% | Added |
| Jane Street Group, LLC | 198,935 | $2.79M | 0.00% | −187,724−48.6% | Reduced |
| Institutional & Family Asset Management, LLC | 199,048 | $2.79M | 0.46% | 00.0% | Unchanged |
| Franklin Resources Inc | 200,263 | $2.81M | 0.00% | +2,178+1.1% | Added |
| Fort Sheridan Advisors LLC | 204,073 | $2.86M | 0.65% | +28,875+16.5% | Added |
| Citadel Advisors LLC | 205,143 | $2.88M | 0.00% | −1,271,825−86.1% | Reduced |
| Crescent Grove Advisors, LLC | 205,308 | $2.88M | 0.36% | −59,100−22.4% | Reduced |
| Jefferies Financial Group Inc. | 208,528 | $2.93M | 0.07% | −169−0.1% | Reduced |
| Northern Trust Corp | 210,276 | $2.95M | 0.00% | +3,272+1.6% | Added |
| Cetera Investment Advisers | 215,297 | $3.02M | 0.03% | +42,970+24.9% | Added |
| Fortem Financial Group, LLC | 215,826 | $3.03M | 1.78% | −16,405−7.1% | Reduced |
| Independent Advisor Alliance | 219,806 | $3.08M | 0.14% | +73,270+50.0% | Added |
| Claybrook Capital, LLC | 222,298 | $3.12M | 1.78% | 00.0% | Unchanged |
| BlackRock Inc. | 225,569 | $3.16M | 0.00% | +23,616+11.7% | Added |
| American Assets Investment Management, LLC | 225,800 | $3.17M | 0.35% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 227,234 | $3.19M | 0.09% | +14,967+7.1% | Added |
| 180 Wealth Advisors, LLC | 227,292 | $3.19M | 0.72% | −7,159−3.1% | Reduced |
| Prospera Financial Services Inc | 227,721 | $3.20M | 0.12% | +8,481+3.9% | Added |
| Bahl & Gaynor Inc | 227,800 | $3.20M | 0.02% | +30,000+15.2% | Added |
| Old North State Wealth Management, LLC | 231,047 | $3.24M | 2.85% | −5,781−2.4% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 232,392 | $3.26M | 2.83% | −46,475−16.7% | Reduced |
| Goldentree Asset Management LP | 236,043 | $3.31M | 0.35% | −105,304−30.8% | Reduced |
| GTS Securities LLC | 241,361 | $3.39M | 0.07% | −26,477−9.9% | Reduced |
| International Assets Investment Management, LLC | 242,760 | $3.39M | 0.46% | +5,868+2.5% | Added |
| Capital Investment Advisors, LLC | 243,527 | $3.42M | 0.09% | −19,031−7.2% | Reduced |
| Cercano Management LLC | 246,125 | $3.45M | 0.12% | 00.0% | Unchanged |
| ProShare Advisors LLC | 247,691 | $3.48M | 0.01% | −13,036−5.0% | Reduced |
| Morningstar Investment Management LLC | 250,633 | $3.52M | 0.48% | 00.0% | Unchanged |
| Cetera Advisors LLC | 252,090 | $3.54M | 0.06% | +20,051+8.6% | Added |
| Brown Advisory Inc | 254,305 | $3.57M | 0.01% | +6,771+2.7% | Added |
| Pin Oak Investment Advisors Inc | 257,371 | $3.61M | 4.07% | +1,250+0.5% | Added |
| Valeo Financial Advisors, LLC | 259,062 | $3.63M | 0.17% | +87,576+51.1% | Added |
| Northern Right Capital Management, L.P. | 263,853 | $3.70M | 1.47% | +32,084+13.8% | Added |
| Bourgeon Capital Management LLC | 263,995 | $3.70M | 0.87% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 270,000 | $3.79M | 1.77% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 271,704 | $3.81M | 0.78% | 00.0% | Unchanged |
| Calamos Advisors LLC | 272,025 | $3.82M | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 276,305 | $3.88M | 0.08% | +21,407+8.4% | Added |
| Lake Street Financial LLC | 277,083 | $3.88M | 0.70% | +6,551+2.4% | Added |
| ORG Partners LLC | 279,051 | $3.92M | 1.16% | −38,097−12.0% | Reduced |
| Hodges Capital Management Inc. | 280,507 | $3.94M | 0.47% | +280,507 | Added |
| Fort Washington Investment Advisors Inc | 284,796 | $4.00M | 0.03% | +29,500+11.6% | Added |
| Baldwin Brothers Inc | 287,929 | $4.04M | 0.35% | −3,300−1.1% | Reduced |
| Greystone Financial Group, LLC | 289,709 | $4.06M | 1.01% | −112,378−27.9% | Reduced |
| PSI Advisors, LLC | 291,497 | $4.09M | 1.77% | +21,307+7.9% | Added |
| First Trust Advisors LP | 294,745 | $4.14M | 0.00% | +6,693+2.3% | Added |
| Integrated Wealth Concepts LLC | 297,077 | $4.17M | 0.07% | +7,947+2.7% | Added |