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; 1,303 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
- 964
- +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 | 1,303 | $21.1B |
| Q1 2026 | 1,303 | $20.9B |
| Q4 2025 | 1,261 | $16.9B |
| Q3 2025 | 1,225 | $17.9B |
| Q2 2025 | 1,234 | $19.6B |
| Q1 2025 | 1,214 | $20.5B |
| Q4 2024 | 1,205 | $22.4B |
| Q3 2024 | 1,099 | $18.1B |
| Q2 2024 | 1,080 | $18.2B |
| Q1 2024 | 1,058 | $17.7B |
| Q4 2023 | 1,055 | $15.8B |
| Q3 2023 | 964 | $15.1B |
| Q2 2023 | 954 | $13.7B |
| Q1 2023 | 931 | $13.8B |
| Q4 2022 | 914 | $13.7B |
| Q3 2022 | 853 | $13.0B |
| Q2 2022 | 844 | $12.0B |
| Q1 2022 | 828 | $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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 1,750 | $24.6K | 0.00% | −300−14.6% | Reduced |
| Community Bank, N.A. | 1,700 | $23.9K | 0.00% | −390−18.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,646 | $23.1K | 0.01% | +39+2.4% | Added |
| Financial Synergies Wealth Advisors, Inc. | 1,512 | $21.2K | 0.00% | +524+53.0% | Added |
| Coppell Advisory Solutions LLC | 1,779 | $21.1K | 0.01% | −55−3.0% | Reduced |
| AdvisorNet Financial, Inc | 1,504 | $21.1K | 0.00% | +41+2.8% | Added |
| SOA Wealth Advisors, LLC. | 1,500 | $21.0K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,500 | $21.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,433 | $20.1K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 1,500 | $20.0K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,400 | $19.6K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 1,399 | $19.6K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,344 | $18.9K | 0.00% | +1,344 | New |
| Heritage Wealth Advisors | 1,276 | $17.9K | 0.00% | +30+2.4% | Added |
| Financial Connections Group, Inc. | 1,242 | $17.0K | 0.02% | +30+2.5% | Added |
| Sutton Wealth Advisors Inc. | 1,201 | $16.9K | 0.01% | +28+2.4% | Added |
| Sandy Spring Bank | 1,200 | $16.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,192 | $16.7K | 0.00% | −500−29.6% | Reduced |
| Boyd Watterson Asset Management LLC | 1,129 | $15.8K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,122 | $15.7K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 1,075 | $15.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,051 | $14.7K | 0.01% | +1,051 | New |
| Islay Capital Management, LLC | 1,024 | $14.4K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,018 | $14.3K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 1,000 | $14.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,000 | $14.0K | 0.01% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 1,000 | $14.0K | 0.01% | +1,000 | New |
| Asset Dedication, LLC | 1,024 | $14.0K | 0.00% | +24+2.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 960 | $13.5K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 900 | $12.6K | 0.00% | +250+38.5% | Added |
| JFS Wealth Advisors, LLC | 852 | $12.0K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 812 | $11.4K | 0.01% | +120+17.3% | Added |
| Toth Financial Advisory Corp | 786 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 740 | $10.4K | 0.00% | +740 | New |
| Financial Management Professionals, Inc. | 733 | $10.0K | 0.00% | +593+423.6% | Added |
| American National Bank | 705 | $9.89K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 695 | $9.75K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 686 | $9.63K | 0.00% | +16+2.4% | Added |
| Archer Investment Corp | 680 | $9.54K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 640 | $8.98K | 0.00% | −640−50.0% | Reduced |
| Hoese & Co LLP | 600 | $8.42K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 598 | $8.40K | 0.01% | +14+2.4% | Added |
| Resources Management Corp | 544 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 530 | $7.43K | 0.00% | +12+2.3% | Added |
| Annapolis Financial Services, LLC | 513 | $7.20K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 485 | $6.80K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 404 | $5.67K | 0.00% | +128+46.4% | Added |
| RFP Financial Group LLC | 384 | $5.39K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 384 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 326 | $4.57K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 268 | $4.00K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 279 | $3.93K | 0.00% | +6+2.2% | Added |
| Stone House Investment Management, LLC | 258 | $3.63K | 0.00% | −466−64.4% | Reduced |
| Atwood & Palmer Inc | 223 | $3.13K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 258 | $3.00K | 0.00% | +90+53.6% | Added |
| Founders Capital Management | 192 | $2.69K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 172 | $2.41K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 172 | $2.41K | 0.00% | +172 | New |
| Clearstead Advisors, LLC | 157 | $2.21K | 0.00% | +3+1.9% | Added |
| Mascoma Wealth Management LLC | 80 | $1.12K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 42 | $590 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 22 | $309 | 0.00% | +22 | New |
| Nemes Rush Group LLC | 22 | $309 | 0.00% | +22 | New |
| Jump Financial, LLC | 0 | $0 | 0.00% | −860,940−100.0% | Sold out |
| TCM Advisors, LLC | 0 | $0 | 0.00% | – | Sold out |
| Difesa Capital Management, LP | 0 | $0 | 0.00% | −296,375−100.0% | Sold out |
| Fairholme Capital Management LLC | 0 | $0 | 0.00% | −268,700−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −264,410−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −177,458−100.0% | Sold out |
| ML & R Wealth Management LLC | 0 | $0 | 0.00% | −175,550−100.0% | Sold out |
| CFM Wealth Partners LLC | 0 | $0 | 0.00% | −161,749−100.0% | Sold out |
| Saxon Interests, Inc. | 0 | $0 | 0.00% | −86,779−100.0% | Sold out |
| First Pacific Advisors, LP | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −61,040−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −59,737−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −57,782−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −47,094−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −45,639−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −39,115−100.0% | Sold out |
| Plan Group Financial, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Magnolia Capital Advisors LLC | 0 | $0 | 0.00% | −27,565−100.0% | Sold out |
| Biondo Investment Advisors, LLC | 0 | $0 | 0.00% | −23,460−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −16,700−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −15,450−100.0% | Sold out |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −14,712−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −14,617−100.0% | Sold out |
| Brandywine Oak Private Wealth LLC | 0 | $0 | 0.00% | −13,872−100.0% | Sold out |
| Naviter Wealth, LLC | 0 | $0 | 0.00% | −12,609−100.0% | Sold out |
| Ascension Capital Advisors, Inc. | 0 | $0 | 0.00% | −12,250−100.0% | Sold out |
| Warther Private Wealth, LLC | 0 | $0 | 0.00% | −12,200−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −11,214−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −11,090−100.0% | Sold out |
| Pettinga Financial Advisors, LLC | 0 | $0 | 0.00% | −11,035−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −10,271−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −10,251−100.0% | Sold out |
| Jmac Enterprises LLC | 0 | $0 | 0.00% | −10,218−100.0% | Sold out |
| Vista Investment Management | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −9,627−100.0% | Sold out |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −9,254−100.0% | Sold out |