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 |
|---|---|---|---|---|---|
| Change Path, LLC | 97,343 | $1.37M | 0.10% | −848−0.9% | Reduced |
| Wolverine Trading, LLC | 95,770 | $1.34M | 0.01% | −278,157−74.4% | Reduced |
| Royal Fund Management, LLC | 95,171 | $1.34M | 0.19% | +3,684+4.0% | Added |
| Independent Financial Group, LLC | 95,131 | $1.33M | 0.09% | −1,957−2.0% | Reduced |
| Intellectus Partners, LLC | 94,946 | $1.33M | 0.42% | +4,201+4.6% | Added |
| Selway Asset Management | 94,900 | $1.33M | 0.61% | −500−0.5% | Reduced |
| Haverford Trust Co | 94,428 | $1.32M | 0.02% | +300+0.3% | Added |
| Secure Asset Management, LLC | 94,238 | $1.32M | 0.40% | −51,133−35.2% | Reduced |
| Congress Wealth Management LLC | 94,106 | $1.32M | 0.03% | +13,106+16.2% | Added |
| Atria Investments LLC | 92,977 | $1.30M | 0.02% | −4,147−4.3% | Reduced |
| Geneos Wealth Management Inc. | 92,847 | $1.30M | 0.07% | −2,329−2.4% | Reduced |
| Quadrant Capital Group LLC | 92,568 | $1.30M | 0.13% | +1,375+1.5% | Added |
| Legacy Advisors, LLC | 92,521 | $1.30M | 0.21% | +2,800+3.1% | Added |
| Edge Capital Group, LLC | 92,438 | $1.30M | 0.08% | −6,571−6.6% | Reduced |
| Synovus Financial Corp | 90,292 | $1.27M | 0.01% | +70,832+364.0% | Added |
| Finer Wealth Management, Inc. | 90,236 | $1.27M | 1.01% | +28,902+47.1% | Added |
| Sonora Investment Management Group, LLC | 89,532 | $1.26M | 0.11% | +5,299+6.3% | Added |
| Ninepoint Partners LP | 89,445 | $1.25M | 0.13% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 88,771 | $1.25M | 0.06% | −432−0.5% | Reduced |
| Formidable Asset Management, LLC | 89,477 | $1.24M | 0.27% | +11,775+15.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 88,046 | $1.24M | 0.12% | +3,972+4.7% | Added |
| Griffin Asset Management, Inc. | 87,263 | $1.22M | 0.17% | +2,494+2.9% | Added |
| Spire Wealth Management | 86,954 | $1.22M | 0.05% | +7,052+8.8% | Added |
| Kingsview Wealth Management, LLC | 86,432 | $1.21M | 0.04% | +35,580+70.0% | Added |
| Equitable Holdings, Inc. | 86,397 | $1.21M | 0.02% | −11,602−11.8% | Reduced |
| Alpine Woods Capital Investors, LLC | 86,000 | $1.21M | 0.19% | −11,000−11.3% | Reduced |
| Wall Street Access Asset Management, LLC | 85,994 | $1.21M | 0.62% | −191−0.2% | Reduced |
| Cerity Partners LLC | 85,506 | $1.20M | 0.01% | −48,567−36.2% | Reduced |
| Quantum Private Wealth, LLC | 85,450 | $1.20M | 0.57% | +1,707+2.0% | Added |
| Bridges Investment Management Inc | 85,260 | $1.20M | 0.04% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 84,586 | $1.19M | 0.19% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 84,241 | $1.18M | 0.27% | +19,837+30.8% | Added |
| Summit Financial Strategies, Inc. | 84,007 | $1.18M | 0.22% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 82,611 | $1.16M | 1.09% | +17,650+27.2% | Added |
| Dynamic Advisor Solutions LLC | 82,172 | $1.15M | 0.05% | +44,289+116.9% | Added |
| Belpointe Asset Management LLC | 81,152 | $1.14M | 0.12% | +15,033+22.7% | Added |
| Ziegler Capital Management, LLC | 79,941 | $1.12M | 0.04% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 79,874 | $1.12M | 0.07% | +383+0.5% | Added |
| Parkwood LLC | 79,621 | $1.12M | 0.20% | +2,445+3.2% | Added |
| Toroso Investments, LLC | 79,572 | $1.12M | 0.03% | −20,991−20.9% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 79,092 | $1.11M | 0.58% | +79,092 | New |
| McAdam, LLC | 78,020 | $1.09M | 0.09% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 77,753 | $1.09M | 0.00% | +5,174+7.1% | Added |
| Kovack Advisors, Inc. | 77,074 | $1.08M | 0.15% | +2,426+3.2% | Added |
| Founders Financial Securities LLC | 76,724 | $1.08M | 0.14% | −2,995−3.8% | Reduced |
| National Bank of Canada | 78,353 | $1.08M | 0.00% | +257+0.3% | Added |
| GFG Capital, LLC | 75,840 | $1.06M | 0.35% | 00.0% | Unchanged |
| Concorde Financial Corp | 75,000 | $1.05M | 1.80% | −355,548−82.6% | Reduced |
| Capital Advisors Inc | 74,875 | $1.05M | 0.03% | −21,453−22.3% | Reduced |
| US Bancorp | 74,508 | $1.05M | 0.00% | +1,438+2.0% | Added |
| Intrua Financial, LLC | 73,955 | $1.04M | 0.19% | +2,220+3.1% | Added |
| Gibraltar Capital Management, Inc. | 73,870 | $1.04M | 0.46% | +2,228+3.1% | Added |
| Sigma Planning Corp | 72,881 | $1.02M | 0.04% | −6,131−7.8% | Reduced |
| HB Wealth Management, LLC | 71,056 | $996.9K | 0.02% | −5,122−6.7% | Reduced |
| NewEdge Wealth, LLC | 70,248 | $985.6K | 0.03% | +1,500+2.2% | Added |
| Sanders Morris Harris LLC | 70,525 | $980.4K | 0.20% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 69,844 | $979.9K | 0.10% | +3,717+5.6% | Added |
| Grey Street Capital, LLC | 69,765 | $978.8K | 0.56% | +121+0.2% | Added |
| Stokes Family Office, LLC | 69,530 | $975.5K | 0.11% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 69,080 | $969.2K | 0.19% | +2,883+4.4% | Added |
| Mutual Advisors, LLC | 69,005 | $968.1K | 0.04% | +1,668+2.5% | Added |
| Platform Technology Partners | 68,981 | $967.8K | 0.45% | +9,863+16.7% | Added |
| SCP Investment, LP | 68,800 | $965.3K | 0.73% | +30,000+77.3% | Added |
| Bank of Montreal | 70,371 | $958.1K | 0.00% | −42,425−37.6% | Reduced |
| Anchor Investment Management, LLC | 67,130 | $941.8K | 0.12% | +3,900+6.2% | Added |
| Snowden Capital Advisors LLC | 67,020 | $940.3K | 0.04% | +958+1.5% | Added |
| Ellsworth Advisors, LLC | 66,814 | $937.4K | 0.33% | +18,191+37.4% | Added |
| Birch Capital Management, LLC | 66,046 | $926.6K | 0.59% | +66,046 | New |
| Monetary Management Group Inc | 66,000 | $926.0K | 0.31% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 65,998 | $925.0K | 0.09% | +49,414+298.0% | Added |
| Cutler Group LP | 65,715 | $921.0K | 0.15% | +52,899+412.8% | Added |
| Harrell Investment Partners, LLC | 66,564 | $917.3K | 0.31% | −2,675−3.9% | Reduced |
| Ieq Capital, LLC | 65,266 | $915.7K | 0.02% | +554+0.9% | Added |
| Ameritas Advisory Services, LLC | 65,233 | $910.1K | 0.05% | +33,137+103.2% | Added |
| Linscomb & Williams, Inc. | 63,724 | $894.0K | 0.05% | +405+0.6% | Added |
| Buckingham Strategic Wealth, LLC | 62,460 | $876.3K | 0.01% | +325+0.5% | Added |
| Argent Advisors, Inc. | 62,268 | $873.6K | 0.40% | −12,710−17.0% | Reduced |
| Banco Santander, S.A. | 62,150 | $872.0K | 0.01% | +62,150 | New |
| CWM, LLC | 61,984 | $870.0K | 0.01% | −155,831−71.5% | Reduced |
| Wagner Wealth Management, LLC | 61,423 | $861.8K | 0.32% | +7,254+13.4% | Added |
| Meridian Wealth Advisors, LLC | 61,071 | $856.8K | 0.21% | +170.0% | Added |
| Bard Financial Services, Inc. | 60,750 | $852.3K | 0.11% | +2,500+4.3% | Added |
| Western Wealth Management, LLC | 60,343 | $846.6K | 0.07% | +343+0.6% | Added |
| Disciplined Investments, LLC | 60,244 | $845.2K | 0.51% | +16,765+38.6% | Added |
| GFS Advisors, LLC | 60,000 | $842.0K | 0.13% | +60,000 | New |
| David R. Rahn & Associates Inc. | 60,000 | $841.8K | 0.43% | +60,000 | New |
| Nilsine Partners, LLC | 59,395 | $833.3K | 0.13% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 59,365 | $832.9K | 0.03% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 59,295 | $831.9K | 0.12% | +1,299+2.2% | Added |
| PFG Advisors | 59,079 | $828.9K | 0.07% | −2,390−3.9% | Reduced |
| Stockman Wealth Management, Inc. | 58,868 | $825.9K | 0.18% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 58,460 | $820.2K | 0.16% | +140.0% | Added |
| SeaCrest Wealth Management, LLC | 58,456 | $820.1K | 0.11% | +27,399+88.2% | Added |
| Sweet Financial Partners, LLC | 57,968 | $813.3K | 0.22% | +7,874+15.7% | Added |
| Virtu Financial LLC | 57,890 | $812.0K | 0.08% | +23,604+68.8% | Added |
| Level Four Advisory Services, LLC | 57,803 | $811.0K | 0.05% | +3,028+5.5% | Added |
| Baugh & Associates, LLC | 57,090 | $801.0K | 0.50% | +57,090 | New |
| Wedbush Securities Inc | 56,750 | $796.0K | 0.04% | −2,924−4.9% | Reduced |
| Pointe Capital Management LLC | 56,081 | $786.8K | 0.62% | −3,443−5.8% | Reduced |
| Olistico Wealth, LLC | 56,000 | $785.7K | 0.70% | 00.0% | Unchanged |