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Livermore
Livermore
ZHEN

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
Signature Wealth Management Partners, LLC21,226$297.8K0.29%+354+1.7%Added
Belfer Management LLC20,963$294.1K7.62%00.0%Unchanged
Lake Street Advisors Group, LLC20,392$286.0K0.02%+1,469+7.8%Added
Sym Financial Corp20,300$284.8K0.05%+4,000+24.5%Added
Atlas Private Wealth Advisors20,248$284.1K0.05%+429+2.2%Added
Aldebaran Financial Inc.20,225$283.8K0.46%+725+3.7%Added
MONECO Advisors, LLC20,203$283.4K0.08%+222+1.1%Added
Sepio Capital, LP20,201$283.4K0.02%+180+0.9%Added
Edgemoor Investment Advisors, Inc.20,140$282.6K0.03%00.0%Unchanged
WT Wealth Management20,113$282.2K0.12%+20,113New
Matrix Private Capital Group LLC20,043$281.2K0.21%00.0%Unchanged
Baird Financial Group, Inc.20,000$280.6K0.00%00.0%Unchanged
One Charles Private Wealth Services, LLC20,000$280.6K0.16%00.0%Unchanged
Sawtooth Solutions, LLC19,925$279.5K0.01%+355+1.8%Added
Bleakley Financial Group, LLC19,925$279.5K0.01%+355+1.8%Added
Weiss Multi-Strategy Advisers LLC19,838$278.0K0.01%+19,838New
Marathon Trading Investment Management LLC19,800$277.8K0.21%+6,100+44.5%Added
Smithbridge Asset Management Inc19,753$277.0K0.07%+251+1.3%Added
Cadent Capital Advisors, LLC19,723$276.7K0.13%+2,206+12.6%Added
Wetherby Asset Management Inc19,441$272.8K0.02%−4,852−20.0%Reduced
Cypress Capital Management LLC (WY)19,400$272.2K0.32%00.0%Unchanged
Aire Advisors, LLC19,274$270.4K0.07%+19,274New
Financial Advocates Investment Management19,171$269.0K0.02%−429−2.2%Reduced
RFG Advisory, LLC19,148$268.7K0.01%+1,627+9.3%Added
WCG Wealth Advisors LLC19,110$268.0K0.02%+19,110New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management19,097$267.9K0.01%−4,737−19.9%Reduced
Heritage Trust Co19,007$266.7K0.04%−3,734−16.4%Reduced
Wealthstar Advisors, LLC19,004$266.6K0.12%+19,004New
FinTrust Capital Advisors, LLC19,001$266.6K0.06%−143−0.7%Reduced
Merit Financial Group, LLC18,990$266.4K0.01%+2,753+17.0%Added
Summit Financial Wealth Advisors, LLC20,000$266.2K0.07%00.0%Unchanged
Poplar Forest Capital LLC18,950$265.9K0.03%00.0%Unchanged
Financial Partners Group, Inc20,309$264.4K0.05%+1,894+10.3%Added
Wescott Financial Advisory Group, LLC18,840$264.3K0.05%−19,087−50.3%Reduced
Ropes Wealth Advisors LLC18,835$264.3K0.05%00.0%Unchanged
Farmers & Merchants Investments Inc18,747$263.0K0.01%00.0%Unchanged
Capital Market Strategies LLC19,323$261.8K0.26%00.0%Unchanged
Kennedy Investment Group18,656$261.7K0.16%+421+2.3%Added
Act Wealth Management, LLC18,620$261.2K0.18%−2,047−9.9%Reduced
HBW Advisory Services LLC18,451$259.0K0.05%+2,078+12.7%Added
Dudley Capital Management, LLC18,447$258.8K0.18%00.0%Unchanged
Opus Capital Group, LLC18,399$258.0K0.05%00.0%Unchanged
Gray Wealth Management Inc.18,344$257.4K0.13%+2,011+12.3%Added
Fisher Asset Management, LLC18,334$257.2K0.00%+6,984+61.5%Added
Boston Private Wealth LLC18,291$256.6K0.01%+18,291New
Nwam LLC18,246$256.0K0.03%+18,246New
CoreCap Advisors, LLC18,245$256.0K0.02%−4,296−19.1%Reduced
Hoylecohen, LLC18,215$255.6K0.02%−1,705−8.6%Reduced
Salvus Wealth Management, LLC18,156$254.7K0.20%00.0%Unchanged
Integrated Advisors Network LLC18,090$253.8K0.02%−549−2.9%Reduced
Good Life Advisors, LLC18,075$253.6K0.03%−1,085−5.7%Reduced
Mark Stevens18,051$253.3K0.03%00.0%Unchanged
Strategic Financial Concepts, LLC18,044$253.2K0.09%−205−1.1%Reduced
Wesbanco Bank Inc18,018$252.8K0.01%+1,900+11.8%Added
Brave Asset Management Inc18,000$252.5K0.08%00.0%Unchanged
Mayflower Financial Advisors, LLC17,901$251.2K0.04%00.0%Unchanged
Romano Brothers and Company17,862$250.6K0.04%00.0%Unchanged
RiverGlades Family Offices LLC17,850$250.4K0.22%00.0%Unchanged
Yarger Wealth Strategies, LLC17,800$249.7K0.21%+17,800New
Tiaa Trust, National Association17,790$249.6K0.00%+17,790New
Old North State Trust, LLC17,739$249.0K0.19%00.0%Unchanged
Parallel Advisors, LLC17,740$248.9K0.01%−1,775−9.1%Reduced
Walkner Condon Financial Advisors LLC17,725$248.7K0.07%+413+2.4%Added
Grey Fox Wealth Advisors, LLC17,651$247.6K0.12%+145+0.8%Added
RiverTree Advisors, LLC17,500$245.5K0.18%00.0%Unchanged
Capasso Planning Partners LLC17,500$245.5K0.13%00.0%Unchanged
Fifth Lane Capital, LP10,000$244.3K0.25%+10,000New
Mission Wealth Management, LP17,330$243.1K0.01%+1,262+7.9%Added
Security National Bank of Sioux City Iowa17,300$242.7K0.19%00.0%Unchanged
Wedmont Private Capital17,643$241.5K0.02%+7,564+75.0%Added
Total Clarity Wealth Management, Inc.17,144$240.5K0.12%+4,359+34.1%Added
Van Hulzen Asset Management, LLC17,120$240.0K0.02%00.0%Unchanged
TD Waterhouse Canada Inc.17,344$238.7K0.00%+567+3.4%Added
Leisure Capital Management17,000$238.5K0.14%00.0%Unchanged
HBK Sorce Advisory LLC16,976$238.2K0.01%−2,447−12.6%Reduced
Caldwell Sutter Capital, Inc.16,959$237.9K0.13%−344−2.0%Reduced
Bryn Mawr Trust Co16,952$237.8K0.01%00.0%Unchanged
Kavar Capital Partners Group, LLC16,900$237.1K0.05%+200+1.2%Added
Two Sigma Securities, LLC16,647$233.6K0.01%−14,735−47.0%Reduced
RSM US Wealth Management LLC16,518$231.7K0.01%+1,425+9.4%Added
Novare Capital Management LLC16,433$230.6K0.03%00.0%Unchanged
Foster Victor Wealth Advisors, LLC17,024$229.1K0.03%+110+0.7%Added
Capital Investment Advisory Services, LLC16,308$228.8K0.02%−296−1.8%Reduced
Alterity Financial Group, LLC16,300$228.7K0.36%+16,300New
Burney Co16,246$227.9K0.01%00.0%Unchanged
Baker Tilly Wealth Management, LLC16,224$227.6K0.04%−1,005−5.8%Reduced
Am Investment Strategies LLC16,182$227.0K0.07%+16,182New
Busey Wealth Management16,177$227.0K0.01%+4,000+32.8%Added
King Luther Capital Management Corp16,170$226.9K0.00%00.0%Unchanged
Helen Stephens Group, LLC16,040$225.0K0.12%+2,500+18.5%Added
Peapack Gladstone Financial Corp16,048$225.0K0.00%00.0%Unchanged
Future Financial Wealth Managment LLC16,019$224.7K0.25%+117+0.7%Added
Rossmore Private Capital16,000$224.5K0.03%00.0%Unchanged
Consilium Wealth Advisory, LLC16,000$224.5K0.16%00.0%Unchanged
Walled Lake Planning & Wealth Management, LLC15,976$224.1K0.11%00.0%Unchanged
FDx Advisors, Inc.15,922$223.0K0.02%−1,233−7.2%Reduced
Amplius Wealth Advisors, LLC15,835$222.2K0.03%+32+0.2%Added
Redhawk Wealth Advisors, Inc.15,827$222.1K0.07%+15,827New
SkyOak Wealth, LLC15,740$220.8K0.06%00.0%Unchanged
Summit Trail Advisors, LLC15,658$219.7K0.01%+400+2.6%Added