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 |
|---|---|---|---|---|---|
| Callan Capital, LLC | 55,923 | $784.6K | 0.08% | +55,923 | New |
| Adell Harriman & Carpenter Inc | 55,725 | $781.8K | 0.08% | +25,670+85.4% | Added |
| NBC Securities, Inc. | 54,988 | $771.0K | 0.08% | +54,988 | New |
| Teamwork Financial Advisors, LLC | 54,002 | $757.7K | 0.12% | −220−0.4% | Reduced |
| BLB&B Advisors, LLC | 53,972 | $757.2K | 0.05% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 53,570 | $751.6K | 0.13% | +2,900+5.7% | Added |
| HFG Advisors, Inc. | 53,485 | $750.4K | 0.82% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 53,268 | $747.4K | 0.01% | −38,961−42.2% | Reduced |
| Donoghue Forlines LLC | 53,079 | $744.7K | 0.27% | +5,497+11.6% | Added |
| Avion Wealth | 53,035 | $744.0K | 0.21% | +32+0.1% | Added |
| Compass Financial Group, INC | 52,473 | $736.2K | 0.22% | +5,014+10.6% | Added |
| BlueSky Wealth Advisors, LLC | 52,460 | $736.0K | 0.15% | +52,460 | New |
| Chevy Chase Trust Holdings, Inc. | 52,292 | $733.7K | 0.00% | −112−0.2% | Reduced |
| Covenant Asset Management, LLC | 51,741 | $725.9K | 0.22% | 00.0% | Unchanged |
| First Manhattan Co | 51,400 | $721.1K | 0.00% | 00.0% | Unchanged |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 51,336 | $720.2K | 0.37% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 51,328 | $720.1K | 0.10% | −34,458−40.2% | Reduced |
| IFG Advisory, LLC | 51,299 | $719.7K | 0.06% | +11,000+27.3% | Added |
| Holderness Investments Co | 50,269 | $705.3K | 0.27% | −450−0.9% | Reduced |
| Bridgewater Advisors Inc. | 50,172 | $703.9K | 0.11% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 50,159 | $703.0K | 0.35% | −19,885−28.4% | Reduced |
| Axxcess Wealth Management, LLC | 49,836 | $699.2K | 0.02% | +49,836 | New |
| Wealth Alliance | 49,685 | $697.1K | 0.11% | −9,497−16.0% | Reduced |
| F&V Capital Management, LLC | 49,547 | $695.0K | 0.24% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 49,256 | $691.1K | 0.03% | +39,176+388.7% | Added |
| BBR Partners, LLC | 48,893 | $686.0K | 0.08% | +5,069+11.6% | Added |
| SEI Investments Co | 48,840 | $685.2K | 0.00% | +1,215+2.6% | Added |
| Wellington Shields & Co., LLC | 48,722 | $683.6K | 0.17% | −242−0.5% | Reduced |
| StoneX Group Inc. | 48,495 | $680.4K | 0.07% | −639−1.3% | Reduced |
| Archford Capital Strategies, LLC | 47,992 | $673.3K | 0.13% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 46,779 | $656.3K | 0.02% | +1,194+2.6% | Added |
| Pinnacle Associates Ltd | 46,655 | $654.6K | 0.01% | −5,160−10.0% | Reduced |
| BancorpSouth Bank | 46,245 | $648.8K | 0.06% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 46,034 | $645.9K | 0.17% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 45,700 | $641.2K | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 45,405 | $637.0K | 0.00% | −13,169−22.5% | Reduced |
| Samalin Investment Counsel, LLC | 45,295 | $635.5K | 0.37% | −2,328−4.9% | Reduced |
| Guyasuta Investment Advisors Inc | 45,040 | $631.9K | 0.05% | +5,160+12.9% | Added |
| Sound View Wealth Advisors Group, LLC | 45,005 | $631.4K | 0.08% | +13,221+41.6% | Added |
| Advisor OS, LLC | 44,952 | $630.7K | 0.09% | +1,090+2.5% | Added |
| Fayez Sarofim & Co | 44,573 | $625.4K | 0.00% | +44,573 | New |
| Pinnacle Financial Partners Inc | 43,511 | $610.5K | 0.02% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 43,216 | $606.3K | 0.55% | −2,000−4.4% | Reduced |
| Exencial Wealth Advisors, LLC | 43,162 | $605.6K | 0.03% | +625+1.5% | Added |
| Lazard Asset Management LLC | 43,147 | $605.0K | 0.00% | +3,318+8.3% | Added |
| Reuter James Wealth Management, LLC | 43,007 | $603.4K | 0.45% | +169+0.4% | Added |
| Independent Wealth Network Inc. | 42,998 | $603.3K | 0.37% | +342+0.8% | Added |
| Empire Financial Management Company, LLC | 42,500 | $596.3K | 0.26% | −3,000−6.6% | Reduced |
| Oak Harvest Investment Services | 42,489 | $596.1K | 0.13% | +343+0.8% | Added |
| HWG Holdings LP | 42,409 | $595.0K | 0.33% | 00.0% | Unchanged |
| Morton Capital Management LLC | 42,142 | $591.2K | 0.21% | +791+1.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 41,959 | $588.7K | 0.04% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 41,905 | $587.9K | 0.07% | 00.0% | Unchanged |
| PFG Investments, LLC | 41,713 | $585.2K | 0.11% | −4,893−10.5% | Reduced |
| Bouchey Financial Group Ltd | 41,402 | $580.9K | 0.07% | −635−1.5% | Reduced |
| Modus Advisors, LLC | 41,302 | $579.5K | 0.25% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 41,204 | $578.1K | 0.41% | +2,167+5.6% | Added |
| XML Financial, LLC | 41,083 | $576.4K | 0.07% | −395−1.0% | Reduced |
| Mather Group, LLC. | 40,737 | $571.5K | 0.01% | +81+0.2% | Added |
| Waterfront Wealth Inc. | 41,171 | $567.3K | 0.19% | +57+0.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 40,135 | $563.1K | 0.17% | −5,645−12.3% | Reduced |
| Quaker Capital Investments, LLC | 40,000 | $561.2K | 0.22% | 00.0% | Unchanged |
| Lee Financial Co | 39,582 | $555.3K | 0.10% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 39,255 | $550.7K | 0.39% | +9,320+31.1% | Added |
| Doliver Advisors, LP | 39,046 | $547.8K | 0.16% | −1,328−3.3% | Reduced |
| Samjo Capital LLC | 39,000 | $547.2K | 0.22% | +39,000 | New |
| Guggenheim Capital LLC | 38,292 | $537.2K | 0.00% | −6,852−15.2% | Reduced |
| BCJ Capital Management, LLC | 38,075 | $534.2K | 0.05% | −3,098−7.5% | Reduced |
| J.W. Cole Advisors, Inc. | 37,575 | $527.2K | 0.04% | +8,934+31.2% | Added |
| Avidian Wealth Solutions, LLC | 37,449 | $525.4K | 0.04% | +2,753+7.9% | Added |
| TCTC Holdings, LLC | 37,348 | $524.0K | 0.02% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 37,175 | $521.6K | 0.04% | +993+2.7% | Added |
| Naples Global Advisors, LLC | 36,800 | $516.3K | 0.06% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 36,626 | $514.0K | 0.05% | −90.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 36,576 | $513.2K | 0.10% | +1,370+3.9% | Added |
| Cornerstone Wealth Management, LLC | 36,419 | $510.9K | 0.05% | +3,186+9.6% | Added |
| Pathway Financial Advisers, LLC | 35,959 | $504.5K | 0.21% | +35,959 | New |
| Alpha Cubed Investments, LLC | 35,877 | $503.3K | 0.03% | +7,625+27.0% | Added |
| WR Wealth Planners, LLC | 35,852 | $503.0K | 0.19% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 35,843 | $502.9K | 0.07% | 00.0% | Unchanged |
| Argent Trust Co | 35,817 | $502.5K | 0.03% | −170−0.5% | Reduced |
| Highland Capital Management, LLC | 35,420 | $496.9K | 0.03% | +35,420 | New |
| Fortis Group Advisors, LLC | 39,824 | $496.6K | 0.15% | +1,928+5.1% | Added |
| Moloney Securities Asset Management, LLC | 35,024 | $491.4K | 0.09% | +12,568+56.0% | Added |
| Camelot Portfolios, LLC | 35,015 | $491.3K | 0.47% | +40+0.1% | Added |
| Principal Street Partners, LLC | 34,738 | $487.4K | 0.10% | −6,046−14.8% | Reduced |
| Berkshire Asset Management LLC | 34,329 | $481.6K | 0.03% | −250−0.7% | Reduced |
| Diligent Investors, LLC | 34,273 | $480.9K | 0.15% | +223+0.7% | Added |
| Gould Asset Management LLC | 34,056 | $477.8K | 0.13% | −3,250−8.7% | Reduced |
| BigSur Wealth Management LLC | 34,000 | $477.0K | 0.24% | −10.0% | Reduced |
| Coastal Investment Advisors, Inc. | 37,506 | $476.3K | 0.11% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 33,712 | $473.0K | 0.02% | +734+2.2% | Added |
| SRS Capital Advisors, Inc. | 33,513 | $470.2K | 0.06% | +296+0.9% | Added |
| Wealth Alliance Advisory Group, LLC | 33,501 | $470.0K | 0.14% | +11,119+49.7% | Added |
| Partners Group Holding AG | 33,172 | $465.4K | 0.04% | −7,386−18.2% | Reduced |
| Levin Capital Strategies, L.P. | 33,000 | $463.0K | 0.06% | −25,000−43.1% | Reduced |
| Gladstone Institutional Advisory LLC | 32,882 | $461.3K | 0.03% | +5,249+19.0% | Added |
| Hilton Capital Management, LLC | 32,755 | $459.6K | 0.06% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 32,638 | $457.9K | 0.25% | +137+0.4% | Added |
| Keystone Financial Group | 32,632 | $457.8K | 0.08% | +135+0.4% | Added |