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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.

Institutional holdersQ3 2023: 965 institutions
Q1 2021: 738 institutionsQ2 2021: 752 institutionsQ3 2021: 773 institutionsQ4 2021: 811 institutionsQ1 2022: 829 institutionsQ2 2022: 845 institutionsQ3 2022: 854 institutionsQ4 2022: 915 institutionsQ1 2023: 932 institutionsQ2 2023: 955 institutionsQ3 2023: 965 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,059 institutionsQ2 2024: 1,081 institutionsQ3 2024: 1,100 institutionsQ4 2024: 1,206 institutionsQ1 2025: 1,215 institutionsQ2 2025: 1,235 institutionsQ3 2025: 1,226 institutionsQ4 2025: 1,262 institutionsQ1 2026: 1,304 institutionsQ2 2026: 1,304 institutions
Value heldQ3 2023: $15.1B
Q1 2021: $7.83BQ2 2021: $10.8BQ3 2021: $9.79BQ4 2021: $9.66BQ1 2022: $13.6BQ2 2022: $12.0BQ3 2022: $13.0BQ4 2022: $13.7BQ1 2023: $13.8BQ2 2023: $13.7BQ3 2023: $15.1BQ4 2023: $15.8BQ1 2024: $17.7BQ2 2024: $18.2BQ3 2024: $18.1BQ4 2024: $22.4BQ1 2025: $20.5BQ2 2025: $19.6BQ3 2025: $17.9BQ4 2025: $16.9BQ1 2026: $20.9BQ2 2026: $21.1B
Institutions holding ET and their total value by quarter
QuarterHoldersValue
Q2 20261,304$21.1B
Q1 20261,304$20.9B
Q4 20251,262$16.9B
Q3 20251,226$17.9B
Q2 20251,235$19.6B
Q1 20251,215$20.5B
Q4 20241,206$22.4B
Q3 20241,100$18.1B
Q2 20241,081$18.2B
Q1 20241,059$17.7B
Q4 20231,056$15.8B
Q3 2023965$15.1B
Q2 2023955$13.7B
Q1 2023932$13.8B
Q4 2022915$13.7B
Q3 2022854$13.0B
Q2 2022845$12.0B
Q1 2022829$13.6B
Q4 2021811$9.66B
Q3 2021773$9.79B
Q2 2021752$10.8B
Q1 2021738$7.83B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q2 2023.

Institutions holding ET in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Independent Advisor Alliance219,806$3.08M0.14%+73,270+50.0%Added
Fortem Financial Group, LLC215,826$3.03M1.78%−16,405−7.1%Reduced
Cetera Investment Advisers215,297$3.02M0.03%+42,970+24.9%Added
Northern Trust Corp210,276$2.95M0.00%+3,272+1.6%Added
Jefferies Financial Group Inc.208,528$2.93M0.07%−169−0.1%Reduced
Crescent Grove Advisors, LLC205,308$2.88M0.36%−59,100−22.4%Reduced
Citadel Advisors LLC205,143$2.88M0.00%−1,271,825−86.1%Reduced
Fort Sheridan Advisors LLC204,073$2.86M0.65%+28,875+16.5%Added
Franklin Resources Inc200,263$2.81M0.00%+2,178+1.1%Added
Institutional & Family Asset Management, LLC199,048$2.79M0.46%00.0%Unchanged
Jane Street Group, LLC198,935$2.79M0.00%−187,724−48.6%Reduced
Lincoln National Corp196,968$2.76M0.06%+33,850+20.8%Added
Lavaca Capital LLC195,468$2.74M0.99%−2,668−1.3%Reduced
Van Eck Associates Corp195,461$2.74M0.01%+74,210+61.2%Added
Apollon Wealth Management, LLC194,012$2.72M0.14%−17,875−8.4%Reduced
Advisors Asset Management, Inc.193,819$2.72M0.06%−37,873−16.3%Reduced
Sunbelt Securities, Inc.193,662$2.72M0.38%+5,655+3.0%Added
Ingalls & Snyder LLC192,860$2.71M0.13%−868−0.4%Reduced
Venture Visionary Partners LLC190,833$2.68M0.16%−1,427−0.7%Reduced
Basso Capital Management, L.P.188,500$2.64M2.93%+6,000+3.3%Added
Wealthspire Advisors, LLC187,082$2.62M0.04%−9,570−4.9%Reduced
Harbour Investments, Inc.182,944$2.57M0.13%+3,834+2.1%Added
True North Advisors, LLC181,624$2.55M0.78%+671+0.4%Added
Horizon Kinetics Asset Management LLC181,308$2.54M0.05%+5,915+3.4%Added
IHT Wealth Management, LLC181,026$2.54M0.13%+7,084+4.1%Added
Terril Brothers, Inc.176,550$2.48M1.20%−100,000−36.2%Reduced
Lido Advisors, LLC174,393$2.45M0.03%+1,100+0.6%Added
Botty Investors LLC172,570$2.42M0.92%00.0%Unchanged
Monticello Wealth Management, LLC171,020$2.40M0.24%−217−0.1%Reduced
Oppenheimer Asset Management Inc.170,080$2.39M0.04%−2,035−1.2%Reduced
Nokomis Capital, L.L.C.166,979$2.34M0.92%+38,000+29.5%Added
Connectus Wealth, LLC166,658$2.34M0.05%−150,008−47.4%Reduced
Aurora Private Wealth, Inc.166,222$2.33M2.58%+12,579+8.2%Added
Jackson Hole Capital Partners, LLC165,271$2.32M0.68%+9,308+6.0%Added
Beverly Hills Private Wealth, LLC165,152$2.32M0.69%+2,658+1.6%Added
Moneta Group Investment Advisors LLC164,753$2.31M0.05%+1,896+1.2%Added
Icon Wealth Partners, LLC163,540$2.29M0.26%−533−0.3%Reduced
Kornitzer Capital Management Inc162,600$2.28M0.05%00.0%Unchanged
Avantax Advisory Services, Inc.160,100$2.25M0.03%+30,275+23.3%Added
Howard Financial Services, Ltd.159,862$2.24M0.51%+465+0.3%Added
Clarus Group, Inc.156,161$2.19M1.59%+1,160+0.7%Added
Northwestern Mutual Wealth Management Co154,795$2.17M0.00%+3,423+2.3%Added
M&T Bank Corp154,204$2.16M0.01%+3,720+2.5%Added
D.A. Davidson & Co.150,406$2.11M0.02%−166,048−52.5%Reduced
Callodine Capital Management, LP150,000$2.10M0.59%00.0%Unchanged
Mercer Global Advisors Inc149,582$2.10M0.01%+18,356+14.0%Added
Raymond James Trust N.A.148,786$2.09M0.06%+1,816+1.2%Added
Wealthcare Advisory Partners LLC147,772$2.07M0.10%+6,051+4.3%Added
AE Wealth Management LLC146,752$2.06M0.01%+21,980+17.6%Added
Bluefin Capital Management, LLC145,600$2.04M0.18%+36,200+33.1%Added
Keybank National Association144,882$2.03M0.01%+4,433+3.2%Added
Brookstone Capital Management144,500$2.03M0.04%+56,703+64.6%Added
Northeast Financial Consultants Inc140,522$1.97M0.12%00.0%Unchanged
Summit Financial, LLC139,906$1.96M0.14%+121,698+668.4%Added
Outfitter Financial LLC137,762$1.93M1.82%00.0%Unchanged
Granite Bay Wealth Management, LLC139,672$1.92M0.02%+139,672New
Sumitomo Mitsui Trust Holdings, Inc.136,000$1.91M0.00%00.0%Unchanged
Autumn Glory Partners, LLC135,545$1.90M1.16%−9,487−6.5%Reduced
Pacer Advisors, Inc.135,470$1.90M0.01%−19,141−12.4%Reduced
Green Square Capital Advisors LLC135,165$1.90M0.25%+6,393+5.0%Added
Great Valley Advisor Group, Inc.134,602$1.89M0.08%−35,618−20.9%Reduced
Penn Mutual Asset Management, LLC133,500$1.87M1.76%00.0%Unchanged
Kercheville Advisors, LLC132,000$1.85M1.18%+2,000+1.5%Added
Aveo Capital Partners, LLC131,896$1.85M0.24%+9,107+7.4%Added
Redwood Wealth Management Group, LLC130,847$1.84M2.15%+712+0.5%Added
Kirr Marbach & Co LLC130,428$1.83M0.52%+130,428New
Prime Capital Investment Advisors, LLC130,372$1.83M0.04%+53,356+69.3%Added
United Capital Financial Advisers, LLC130,158$1.83M0.01%−371−0.3%Reduced
Silvercrest Asset Management Group LLC129,838$1.82M0.01%+1,700+1.3%Added
Madison Wealth Management129,410$1.82M0.38%−75−0.1%Reduced
Cobblestone Capital Advisors LLC128,274$1.80M0.13%00.0%Unchanged
Lindbrook Capital, LLC127,969$1.80M0.20%+4,755+3.9%Added
Global Retirement Partners, LLC133,225$1.78M0.09%−969−0.7%Reduced
Strategic Investment Solutions, Inc.133,322$1.77M0.02%+131,228+6,266.9%Added
Forum Financial Management, LP124,948$1.75M0.04%+114,710+1,120.4%Added
VELA Investment Management, LLC122,714$1.72M0.76%+40,887+50.0%Added
Pinnacle Holdings, LLC122,415$1.72M0.80%−690−0.6%Reduced
Fifth Third Bancorp119,802$1.68M0.01%−1,375−1.1%Reduced
Chapin Davis, Inc.118,949$1.67M0.80%+11,625+10.8%Added
GraniteShares Advisors LLC118,816$1.67M1.55%+2,153+1.8%Added
Chiron Capital Management, LLC118,350$1.66M1.43%−7,300−5.8%Reduced
Cullen/Frost Bankers, Inc.118,000$1.66M0.03%+460.0%Added
New Republic Capital, LLC115,951$1.63M1.33%00.0%Unchanged
Wellington Shields Capital Management, LLC113,872$1.60M0.21%−7,000−5.8%Reduced
Cannell Peter B & Co Inc112,900$1.58M0.05%−1,000−0.9%Reduced
Geode Capital Management, LLC110,908$1.56M0.00%−1,547−1.4%Reduced
Albert D Mason Inc110,905$1.56M1.13%−2,860−2.5%Reduced
MML Investors Services, LLC109,700$1.54M0.01%+20,979+23.6%Added
Jacobi Capital Management LLC108,948$1.53M0.17%+188+0.2%Added
Springhouse Capital Management, LP107,700$1.51M2.76%00.0%Unchanged
Foundations Investment Advisors, LLC105,150$1.48M0.05%+12,285+13.2%Added
Agf Management Ltd104,693$1.47M0.01%+912+0.9%Added
Aull & Monroe Investment Management Corp104,444$1.47M0.76%−292−0.3%Reduced
Mizuho Markets Americas LLC104,278$1.46M0.05%+104,278New
Rockwood Wealth Management, LLC103,703$1.45M0.24%+360.0%Added
TCW Group Inc103,400$1.45M0.02%00.0%Unchanged
Millennium Capital Advisors, LLC100,101$1.40M1.20%+14,439+16.9%Added
Taconic Capital Advisors LP100,000$1.40M0.08%00.0%Unchanged
LexAurum Advisors, LLC98,706$1.38M0.40%+4,863+5.2%Added
Meridian Wealth Management, LLC98,218$1.38M0.08%+11,014+12.6%Added