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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; 1,303 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.

Institutional holdersQ3 2023: 964 institutions
Q1 2021: 738 institutionsQ2 2021: 752 institutionsQ3 2021: 773 institutionsQ4 2021: 811 institutionsQ1 2022: 828 institutionsQ2 2022: 844 institutionsQ3 2022: 853 institutionsQ4 2022: 914 institutionsQ1 2023: 931 institutionsQ2 2023: 954 institutionsQ3 2023: 964 institutionsQ4 2023: 1,055 institutionsQ1 2024: 1,058 institutionsQ2 2024: 1,080 institutionsQ3 2024: 1,099 institutionsQ4 2024: 1,205 institutionsQ1 2025: 1,214 institutionsQ2 2025: 1,234 institutionsQ3 2025: 1,225 institutionsQ4 2025: 1,261 institutionsQ1 2026: 1,303 institutionsQ2 2026: 1,303 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 20261,303$21.1B
Q1 20261,303$20.9B
Q4 20251,261$16.9B
Q3 20251,225$17.9B
Q2 20251,234$19.6B
Q1 20251,214$20.5B
Q4 20241,205$22.4B
Q3 20241,099$18.1B
Q2 20241,080$18.2B
Q1 20241,058$17.7B
Q4 20231,055$15.8B
Q3 2023964$15.1B
Q2 2023954$13.7B
Q1 2023931$13.8B
Q4 2022914$13.7B
Q3 2022853$13.0B
Q2 2022844$12.0B
Q1 2022828$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
Oxford Financial Group Ltd15,599$218.9K0.02%00.0%Unchanged
Regent Peak Wealth Advisors LLC15,540$218.0K0.07%00.0%Unchanged
Shapiro Capital Management LLC15,536$218.0K0.01%+15,536New
Resources Investment Advisors, LLC.15,508$217.6K0.00%+218+1.4%Added
Conservest Capital Advisors, Inc.15,503$217.5K0.03%+19+0.1%Added
Vivaldi Asset Management, LLC15,483$217.2K0.01%+366+2.4%Added
Parkside Financial Bank & Trust15,440$216.6K0.05%+2,264+17.2%Added
First PREMIER Bank15,288$214.0K0.07%00.0%Unchanged
Wade G W & Inc15,234$214.0K0.01%+1,084+7.7%Added
Register Financial Advisors LLC15,250$214.0K0.16%+1,042+7.3%Added
Ethos Financial Group, LLC15,113$212.0K0.05%+3,382+28.8%Added
Silverleafe Capital Partners, LLC15,061$211.3K0.11%+500+3.4%Added
We Are One Seven, LLC15,003$210.5K0.02%+3,704+32.8%Added
Zazove Associates LLC15,000$210.0K0.02%00.0%Unchanged
Searle & Co.14,945$209.7K0.07%00.0%Unchanged
Perennial Investment Advisors, LLC14,921$209.3K0.04%−372−2.4%Reduced
Laidlaw Wealth Management LLC14,850$208.3K0.07%−6,096−29.1%Reduced
Focus Financial Network, Inc.14,620$205.1K0.01%−104−0.7%Reduced
Whalerock Point Partners, LLC14,600$204.8K0.07%00.0%Unchanged
First National Trust Co14,587$204.7K0.01%+892+6.5%Added
Carl Stuart Investment Advisor, Inc14,741$203.1K0.16%+254+1.8%Added
Hollow Brook Wealth Management LLC14,470$203.0K0.08%00.0%Unchanged
EverSource Wealth Advisors, LLC14,402$202.1K0.02%−1,550−9.7%Reduced
Marco Investment Management LLC14,359$201.5K0.02%+334+2.4%Added
Lion Street Advisors, LLC14,284$200.4K0.07%−4,994−25.9%Reduced
Kestra Private Wealth Services, LLC14,254$200.0K0.01%+14,254New
Johnson Midwest Financial, LLC14,137$198.3K0.44%+10+0.1%Added
Marcum Wealth, LLC14,096$197.8K0.02%+1,861+15.2%Added
Viawealth, LLC14,034$196.9K0.14%+326+2.4%Added
Hemington Wealth Management13,952$195.0K0.09%00.0%Unchanged
Mattern Capital Management, LLC13,894$194.9K0.03%00.0%Unchanged
Nalls Sherbakoff Group, LLC13,874$194.6K0.19%−2,130−13.3%Reduced
Verdence Capital Advisors LLC13,817$193.8K0.02%+17+0.1%Added
Mill Creek Capital Advisors, LLC13,767$193.2K0.01%00.0%Unchanged
Concord Wealth Partners13,749$192.9K0.04%+189+1.4%Added
Smithfield Trust Co13,731$192.0K0.01%00.0%Unchanged
Waterloo Capital, L.P.13,633$191.3K0.06%+73+0.5%Added
Avantax Planning Partners, Inc.13,601$190.8K0.01%−8,000−37.0%Reduced
Daymark Wealth Partners, LLC13,578$190.5K0.01%−6,357−31.9%Reduced
Larson Financial Group LLC13,569$190.4K0.02%−1,389−9.3%Reduced
Invst, LLC13,539$189.9K0.03%00.0%Unchanged
Goodwin Daniel L13,500$189.4K0.09%+2,500+22.7%Added
Fairfield, Bush & Co.13,461$188.9K0.12%+57+0.4%Added
HM Payson & Co13,442$188.6K0.00%00.0%Unchanged
Probity Advisors, Inc.13,431$188.4K0.04%−327−2.4%Reduced
Easterly Investment Partners LLC13,279$186.3K0.02%00.0%Unchanged
Clifford Swan Investment Counsel LLC13,263$186.1K0.01%00.0%Unchanged
Cumberland Advisors Inc13,209$185.3K0.08%+1,480+12.6%Added
Resonant Capital Advisors, LLC13,180$184.9K0.02%00.0%Unchanged
GM Advisory Group, Inc.13,090$183.7K0.02%+2,988+29.6%Added
Wolff Financial Management LLC13,024$183.0K0.06%+1,024+8.5%Added
Country Club Bank13,043$182.9K0.01%00.0%Unchanged
Allen Mooney & Barnes Investment Advisors LLC13,024$182.7K0.04%+13,024New
Arrow Investment Advisors, LLC13,012$182.6K0.15%+723+5.9%Added
Westwood Wealth Management13,000$182.4K0.14%00.0%Unchanged
Ruggaard & Associates LLC12,987$182.2K0.11%00.0%Unchanged
Freestone Capital Holdings, LLC12,986$182.2K0.01%+186+1.5%Added
Chilton Capital Management LLC12,949$181.7K0.01%00.0%Unchanged
CMG Global Holdings, LLC12,809$179.7K0.15%+12,809New
Core Wealth Partners LLC12,759$179.0K0.16%−76−0.6%Reduced
Magnus Financial Group LLC12,751$178.9K0.03%+76+0.6%Added
Hollencrest Capital Management12,745$178.8K0.02%+260+2.1%Added
Hancock Whitney Corp12,660$177.6K0.01%−60−0.5%Reduced
Financial Counselors Inc12,659$177.6K0.00%−128−1.0%Reduced
Private Trust Co NA12,544$176.0K0.02%00.0%Unchanged
Cullinan Associates Inc12,520$175.7K0.01%00.0%Unchanged
Woodstock Corp12,500$175.4K0.02%00.0%Unchanged
Ellis Investment Partners, LLC12,410$174.1K0.04%+186+1.5%Added
Wealthsource Partners, LLC12,353$173.3K0.01%+227+1.9%Added
Carolinas Wealth Consulting LLC13,110$172.4K0.04%+10,561+414.3%Added
Proequities, Inc.12,182$170.9K0.01%+248+2.1%Added
Shepherd Financial Partners LLC12,173$170.8K0.03%+281+2.4%Added
Herold Advisors, Inc.12,075$169.4K0.05%+165+1.4%Added
TRUE Private Wealth Advisors12,009$168.5K0.02%+34+0.3%Added
Modera Wealth Management, LLC11,985$168.1K0.00%−454−3.6%Reduced
Hall Laurie J Trustee12,004$168.0K0.07%00.0%Unchanged
Delap Wealth Advisory, LLC11,930$167.4K0.16%+11,930New
Brighton Jones LLC11,909$167.1K0.01%+825+7.4%Added
Gsa Capital Partners LLP11,905$167.0K0.01%−7,019−37.1%Reduced
First Horizon Advisors, Inc.11,884$166.7K0.01%00.0%Unchanged
Creative Financial Designs Inc11,860$166.4K0.02%+650+5.8%Added
Douglass Winthrop Advisors, LLC11,850$166.3K0.00%+11,850New
First Dallas Securities Inc.11,750$165.0K0.04%−132,622−91.9%Reduced
Cooper Financial Group11,600$162.7K0.04%+1,000+9.4%Added
American Financial Advisors, LLC11,581$162.5K0.03%+13+0.1%Added
Centurion Wealth Management LLC11,559$162.2K0.08%00.0%Unchanged
Titleist Asset Management, LLC11,490$161.2K0.03%+1,316+12.9%Added
Walker Asset Management, LLC11,448$160.6K0.14%+205+1.8%Added
Cantor Fitzgerald, L. P.11,400$159.9K0.00%00.0%Unchanged
Diversified Trust Co11,339$159.1K0.01%+1,071+10.4%Added
Indiana Trust & Investment Management CO11,220$157.4K0.08%00.0%Unchanged
Safeguard Investment Advisory Group, LLC11,214$157.3K0.07%+177+1.6%Added
GYL Financial Synergies, LLC11,204$157.2K0.02%00.0%Unchanged
Capstone Financial Advisors, Inc.11,110$155.9K0.01%00.0%Unchanged
Thompson Davis & Co., Inc.11,100$155.7K0.19%+11,100New
Centaurus Financial, Inc.11,022$155.0K0.01%+2,458+28.7%Added
First Heartland Consultants, Inc.10,948$154.0K0.02%+608+5.9%Added
O'Dell Group, LLC10,900$152.9K0.05%00.0%Unchanged
Prosperity Financial Group, Inc.10,800$151.5K0.13%−1,500−12.2%Reduced
Key Client Fiduciary Advisors, LLC10,779$151.2K0.09%+10,779New