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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
Acadian Asset Management LLC10,815$151.0K0.00%−2,383−18.1%Reduced
Rothschild Investment Corp10,798$151.0K0.01%+10,798New
AlphaCore Capital LLC10,742$150.7K0.02%+5,139+91.7%Added
StrategIQ Financial Group, LLC10,714$150.3K0.02%00.0%Unchanged
David Loasby11,264$150.3K0.02%−21−0.2%Reduced
Everett Harris & Co10,697$150.1K0.00%+10,697New
Strategic Advocates LLC10,582$148.5K0.07%+10,582New
Rather & Kittrell, Inc.10,541$147.9K0.06%00.0%Unchanged
Wealth Effects LLC10,500$147.3K0.07%+200+1.9%Added
Amarillo National Bank10,500$147.3K0.03%+10,500New
Derbend Asset Management10,434$146.4K0.10%+10,434New
Colorado Capital Management, Inc.10,360$145.0K0.11%00.0%Unchanged
Prio Wealth Limited Partnership10,300$144.5K0.01%00.0%Unchanged
WPWealth LLP10,290$144.4K0.06%+100+1.0%Added
Valley National Advisers Inc10,233$144.0K0.03%+22+0.2%Added
LBMC Investment Advisors, LLC10,568$143.2K0.02%+10,568New
Voya Financial Advisors, Inc.10,212$143.2K0.02%+44+0.4%Added
Highlander Capital Management, LLC10,175$143.0K0.06%+500+5.2%Added
United Asset Strategies, Inc.10,179$142.8K0.02%+30+0.3%Added
PCA Investment Advisory Services Inc.10,149$142.4K0.10%00.0%Unchanged
McElhenny Sheffield Capital Management, LLC10,134$142.2K0.07%00.0%Unchanged
Curi Capital10,000$140.3K0.02%+10,000New
Barrett & Company, Inc.9,507$133.4K0.08%−87,498−90.2%Reduced
Hexagon Capital Partners LLC9,418$132.1K0.03%00.0%Unchanged
GHP Investment Advisors, Inc.9,321$128.9K0.01%00.0%Unchanged
Webster Bank, N. A.9,025$126.6K0.02%00.0%Unchanged
HSBC Holdings PLC9,019$126.5K0.00%−45,192−83.4%Reduced
Antonetti Capital Management LLC9,005$126.3K0.20%−9,100−50.3%Reduced
State of Wyoming8,984$126.0K0.03%−7,750−46.3%Reduced
Bank of New Hampshire8,728$122.5K0.04%00.0%Unchanged
MCF Advisors LLC8,385$117.6K0.01%+20.0%Added
University of Texas/Texas Am Investment Managment Co8,332$116.9K0.05%+8,332New
AllSquare Wealth Management LLC8,000$112.2K0.07%00.0%Unchanged
Riggs Asset Managment Co. Inc.7,929$111.2K0.04%+7,929New
Sound Income Strategies, LLC7,834$109.9K0.01%+273+3.6%Added
Trifecta Capital Advisors, LLC7,700$108.0K0.03%00.0%Unchanged
Allworth Financial LP7,695$108.0K0.00%−1,578−17.0%Reduced
Federation des caisses Desjardins du Quebec7,635$107.1K0.00%−1,500−16.4%Reduced
Washington Trust Co7,599$106.6K0.00%00.0%Unchanged
Colonial Trust Advisors6,534$91.7K0.01%00.0%Unchanged
Motco6,425$90.1K0.01%+3,925+157.0%Added
Oliver Lagore Vanvalin Investment Group5,745$80.6K0.03%−5−0.1%Reduced
Mechanics Financial Corp5,703$80.0K0.04%00.0%Unchanged
Norwood Financial Corp5,649$79.3K0.13%00.0%Unchanged
HHM Wealth Advisors, LLC5,578$78.3K0.02%00.0%Unchanged
Tompkins Financial Corp5,500$77.2K0.01%00.0%Unchanged
Retirement Group, LLC5,264$73.9K0.03%+614+13.2%Added
Proffitt & Goodson Inc5,196$72.9K0.01%00.0%Unchanged
IAG Wealth Partners, LLC5,085$71.3K0.02%+106+2.1%Added
City Holding Co4,963$69.6K0.01%+375+8.2%Added
Cary Street Partner Investment Advisory LLC4,756$66.7K0.00%+1,291+37.3%Added
South State Corp.4,678$65.6K0.01%−280−5.6%Reduced
Carmichael Hill & Associates, Inc.4,594$64.5K0.03%00.0%Unchanged
Compass Wealth Management LLC4,500$63.1K0.02%+2,500+125.0%Added
Ulland Investment Advisors, LLC4,500$63.0K0.07%00.0%Unchanged
Estabrook Capital Management4,451$62.4K0.01%00.0%Unchanged
Oakworth Capital, Inc.4,416$62.0K0.01%00.0%Unchanged
WFA Asset Management Corp4,411$61.9K0.04%+71+1.6%Added
Quent Capital, LLC4,184$58.7K0.01%+98+2.4%Added
Plante Moran Financial Advisors, LLC4,170$58.5K0.01%00.0%Unchanged
Venturi Wealth Management, LLC4,169$58.5K0.00%+4+0.1%Added
Godsey & Gibb Associates4,000$56.1K0.01%00.0%Unchanged
Essex Investment Management Co LLC3,987$55.9K0.01%00.0%Unchanged
S.A. Mason LLC3,873$54.3K0.04%+1,000+34.8%Added
LGT Financial Advisors LLC3,866$54.2K0.07%+3,866New
Benjamin F. Edwards & Company, Inc.3,838$54.0K0.00%+29+0.8%Added
Tyler-Stone Wealth Management3,671$52.0K0.03%+71+2.0%Added
Atticus Wealth Management, LLC3,644$51.1K0.02%+61+1.7%Added
Kelly Lawrence W & Associates Inc3,600$50.5K0.01%00.0%Unchanged
Sittner & Nelson, LLC3,600$50.5K0.03%+3,600New
Optimum Investment Advisors3,500$49.1K0.03%00.0%Unchanged
Global Trust Asset Management, LLC3,500$49.1K0.02%+1,100+45.8%Added
Key Financial Inc3,349$47.0K0.02%+51+1.5%Added
Hoey Investments, Inc3,266$45.8K0.02%+3,266New
Rational Advisors LLC3,238$45.4K0.00%+3,238New
Rosenberg Matthew Hamilton3,109$43.6K0.01%00.0%Unchanged
Wolff Wiese Magana LLC3,014$42.3K0.03%+844+38.9%Added
Gradient Investments LLC2,811$39.4K0.00%−183−6.1%Reduced
BluePath Capital Management, LLC2,668$37.4K0.03%+2,668New
Kozak & Associates, Inc.2,778$37.4K0.01%+65+2.4%Added
Beacon Capital Management, LLC2,800$35.6K0.01%00.0%Unchanged
HBC Financial Services, PLLC2,500$35.0K0.03%−500−16.7%Reduced
Householder Group Estate & Retirement Specialist, LLC2,465$34.6K0.01%+2,465New
IMA Wealth, Inc.2,400$33.7K0.01%00.0%Unchanged
Tucker Asset Management LLC2,287$32.1K0.01%00.0%Unchanged
Cherry Tree Wealth Management, LLC2,211$31.0K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.2,455$31.0K0.00%+2,455New
Focused Wealth Management, Inc2,189$30.7K0.01%+11+0.5%Added
Activest Wealth Management2,173$30.5K0.02%00.0%Unchanged
Capital Advisors, Ltd. LLC2,107$30.0K0.00%+49+2.4%Added
TSFG, LLC2,152$30.0K0.01%+1,000+86.8%Added
Ancora Advisors, LLC2,135$30.0K0.00%−600−21.9%Reduced
Financial Freedom, LLC2,105$29.5K0.02%+49+2.4%Added
Resurgent Financial Advisors LLC2,000$28.1K0.02%00.0%Unchanged
Rocky Mountain Advisers, LLC1,953$27.4K0.01%00.0%Unchanged
Hanson & Doremus Investment Management1,952$27.0K0.01%00.0%Unchanged
Pacific Center for Financial Services1,920$26.9K0.01%00.0%Unchanged
Glen Eagle Advisors, LLC1,811$25.4K0.01%−575−24.1%Reduced
Peoples Financial Services Corp.1,792$25.1K0.01%00.0%Unchanged
Delta Asset Management LLC1,756$24.6K0.00%00.0%Unchanged