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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

Q4 2023 vs. Q3 2023

How the institutions holding Energy Transfer LP changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of ET: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders964201,055+111
Shares1.07B3.14M1.14B+70.3M (+6.6%)
Value$15.1B$44.0M$15.8B+$729.9M (+4.9%)

20 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (160)

Institutions that held Energy Transfer LP at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 160 by value.

Institutions new to ET in Q4 2023
InstitutionSharesValue% of portfolio
First Reserve GP XIII Ltd23,340,380$322.1M100.00%
HRT Financial LP3,526,685$48.7M0.36%
Crestline Management, LP2,000,000$27.6M2.56%
FFG Partners, LLC1,555,397$21.5M11.45%
Pathstone Holdings, LLC789,548$10.9M0.06%
Susquehanna Portfolio Strategies, LLC456,741$6.30M0.11%
Fogel Capital Management, Inc.414,544$5.77M4.40%
Prospect Financial Services LLC268,286$3.70M3.73%
Anthracite Investment Company, Inc.239,210$3.30M2.13%
Empowered Funds, LLC235,608$3.25M0.08%
Warren Averett Asset Management, LLC222,531$3.07M0.12%
Bramshill Investments, LLC218,115$3.01M0.30%
Sentinel Trust Co Lba207,000$2.86M0.38%
Jump Financial, LLC177,700$2.45M0.08%
Icon Wealth Advisors, LLC168,226$2.32M0.24%
CFM Wealth Partners LLC161,749$2.23M0.50%
Chesley Taft & Associates LLC159,536$2.20M0.12%
Turtle Creek Wealth Advisors, LLC145,132$2.00M0.59%
Burford Brothers, Inc.120,822$1.67M1.18%
DRW Securities, LLC120,330$1.66M0.05%
Pingora Partners LLC114,552$1.58M1.40%
Custom Index Systems, LLC111,917$1.54M0.97%
Massachusetts Financial Services Co99,110$1.37M0.00%
Addis & Hill, Inc72,653$1.13M1.01%
Kestra Advisory Services, LLC71,905$992.3K0.01%
Sutton Place Investors LLC65,000$897.0K0.65%
Cullen Investment Group, Ltd.61,700$851.5K0.15%
Concurrent Investment Advisors, LLC58,651$809.4K0.04%
First Trust Investment Solutions L.P.57,508$793.6K0.17%
Paragon Capital Management Ltd55,890$771.3K0.16%
Kingswood Wealth Advisors, LLC51,302$708.0K0.08%
Stablepoint Partners, LLC50,999$703.8K0.18%
Citizens Business Bank50,000$690.0K0.15%
Zega Financial, LLC48,428$668.3K0.28%
Elequin Capital LP47,821$659.9K0.20%
9258 Wealth Management, LLC46,735$644.9K0.11%
IMC-Chicago, LLC45,077$622.1K0.02%
Mirabella Financial Services LLP44,712$617.0K0.09%
Arete Wealth Advisors, LLC43,792$604.6K0.05%
Chicago Capital, LLC43,716$603.3K0.02%
Ashton Thomas Private Wealth, LLC41,379$571.0K0.04%
Empirical Asset Management, LLC40,588$560.1K0.46%
McDonald Partners LLC40,011$552.1K0.16%
Samjo Management, LLC39,000$538.2K0.19%
LongView Wealth Management33,760$472.6K0.21%
Tritonpoint Wealth, LLC31,337$432.5K0.04%
Full Sail Capital, LLC30,875$426.1K0.03%
Jones Financial Companies LLLP30,670$423.2K0.00%
Pettinga Financial Advisors, LLC29,532$407.5K0.11%
Tyche Wealth Partners LLC29,389$405.6K0.10%
Saxon Interests, Inc.28,122$388.1K0.19%
Advisor Resource Council28,078$387.5K0.05%
Mairs & Power Inc27,500$379.5K0.00%
Quadcap Wealth Management, LLC27,129$374.4K0.10%
Scarborough Advisors, LLC26,227$361.9K0.07%
ARK & TLK Investments, LLC25,814$356.2K0.14%
Vista Investment Partners LLC23,680$326.8K0.12%
Principal Securities, Inc.23,637$326.2K0.01%
Primoris Wealth Advisors, LLC22,500$310.5K0.29%
Modern Wealth Management, LLC22,428$309.5K0.04%
Colony Group, LLC22,018$304.0K0.00%
Christopher J. Hasenberg, Inc21,841$301.4K0.17%
Camden Capital, LLC21,355$294.7K0.03%
Focus Financial Network Inc20,842$287.6K0.01%
Sanibel Captiva Trust Company, Inc.20,150$278.1K0.01%
National Philanthropic Trust20,000$276.0K0.01%
Apollon Financial, LLC20,000$276.0K0.11%
Second Line Capital, LLC19,596$270.4K0.11%
Sapient Capital LLC19,219$265.2K0.01%
Sage Capital Management, LLC19,181$264.7K0.16%
Campbell Capital Management Inc19,000$262.0K0.12%
Adviser Investments LLC18,835$259.9K0.00%
Gamco Investors, Inc. Et Al18,755$258.8K0.00%
Schulhoff & Co Inc17,802$245.7K0.12%
Harmony Asset Management LLC17,654$243.6K0.10%
HTLF Bank17,649$243.6K0.03%
Ironwood Investment Counsel, LLC17,319$239.0K0.04%
First United Bank Trust17,300$238.7K0.10%
Steward Partners Investment Solutions, LLC17,251$238.1K0.10%
Canton Hathaway, LLC17,000$235.0K0.07%
Gateway Wealth Partners, LLC16,961$234.1K0.09%
Alpine Global Management, LLC16,932$233.7K0.06%
Granite Group Advisors, LLC15,400$231.2K0.16%
GDS Wealth Management16,560$228.5K0.03%
Professional Financial Advisors, LLC16,401$226.3K0.07%
Fairman Group, LLC16,300$224.9K0.22%
TradeLink Capital LLC16,200$224.0K3.15%
Private Client Services, LLC15,734$217.1K0.18%
Saxony Capital Management, LLC15,518$214.1K0.28%
McIntyre Freedman & Flynn Investment Advisers Inc15,490$213.8K0.17%
SFM, LLC15,391$212.4K0.18%
Strategic Blueprint, LLC15,178$209.5K0.02%
JFG Wealth Management, LLC15,000$207.0K0.06%
First Financial Bankshares Inc14,814$204.4K0.00%
Trueblood Wealth Management, LLC14,180$195.7K0.12%
Fortitude Advisory Group L.L.C.13,669$188.6K0.11%
ICA Group Wealth Management, LLC13,394$184.8K0.04%
Scissortail Wealth Management, LLC12,453$180.9K0.06%
Proficio Capital Partners LLC13,083$180.6K0.02%
Tempus Wealth Planning, LLC13,000$179.4K0.08%

Sold out (49)

Institutions that held Energy Transfer LP at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of ET in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Cumberland Partners Ltd366,705$5.14M
Wellington Management Group LLP311,792$4.37M
Key Colony Management, LLC300,000$4.21M
Greystone Financial Group, LLC289,709$4.06M
ORG Partners LLC279,051$3.92M
True North Advisors, LLC181,624$2.55M
Secure Asset Management, LLC94,238$1.32M
Donaldson Capital Management, LLC88,771$1.25M
Cutler Group LP65,715$921.0K
Callan Capital, LLC55,923$784.6K
BlueSky Wealth Advisors, LLC52,460$736.0K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.29,016$407.1K
Eudaimonia Partners, LLC28,900$405.5K
Clear Creek Financial Management, LLC28,727$403.0K
Segall Bryant & Hamill, LLC26,487$371.6K
Bienville Capital Management, LLC25,406$356.4K
KPP Advisory Services LLC23,175$325.1K
Southland Equity Partners LLC22,330$313.3K
Sepio Capital, LP20,201$283.4K
Weiss Multi-Strategy Advisers LLC19,838$278.0K
Wescott Financial Advisory Group, LLC18,840$264.3K
Strategic Financial Concepts, LLC18,044$253.2K
Fifth Lane Capital, LP10,000$244.3K
Two Sigma Securities, LLC16,647$233.6K
King Luther Capital Management Corp16,170$226.9K
Oxford Financial Group Ltd15,599$218.9K
Kestra Private Wealth Services, LLC14,254$200.0K
Freestone Capital Holdings, LLC12,986$182.2K
Gsa Capital Partners LLP11,905$167.0K
Titleist Asset Management, LLC11,490$161.2K
Cantor Fitzgerald, L. P.11,400$159.9K
Diversified Trust Co11,339$159.1K
GYL Financial Synergies, LLC11,204$157.2K
Thompson Davis & Co., Inc.11,100$155.7K
StrategIQ Financial Group, LLC10,714$150.3K
LBMC Investment Advisors, LLC10,568$143.2K
Voya Financial Advisors, Inc.10,212$143.2K
Oakworth Capital, Inc.4,416$62.0K
BluePath Capital Management, LLC2,668$37.4K
IMA Wealth, Inc.2,400$33.7K
Resurgent Financial Advisors LLC2,000$28.1K
Financial Synergies Wealth Advisors, Inc.1,512$21.2K
Stonebridge Capital Advisors LLC1,122$15.7K
Northwest Investment Counselors, LLC1,075$15.1K
Hibernia Wealth Partners, LLC1,000$14.0K
Raleigh Capital Management Inc.686$9.63K
PrairieView Partners, LLC400$5.00K
Eukles Asset Management172$2.41K
Mendota Financial Group, LLC42$590

Not filed for Q4 2023 yet (20)

Institutions that held Energy Transfer LP at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ET in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Pathstone Family Office, LLC777,462$10.9M
Payden & Rygel Investment Group772,990$10.8M
First Republic Investment Management, Inc.736,012$10.3M
Claybrook Capital, LLC222,298$3.12M
Icon Wealth Partners, LLC163,540$2.29M
Madison Wealth Management129,410$1.82M
Springhouse Capital Management, LP107,700$1.51M
Samjo Capital LLC39,000$547.2K
Golden Green, Inc.31,912$447.7K
Colony Group LLC22,040$309.0K
Ropes Wealth Advisors LLC18,835$264.3K
Mark Stevens18,051$253.3K
Old North State Trust, LLC17,739$249.0K
Bryn Mawr Trust Co16,952$237.8K
Focus Financial Network, Inc.14,620$205.1K
Johnson Midwest Financial, LLC14,137$198.3K
Goodwin Daniel L13,500$189.4K
Rothschild Investment Corp10,798$151.0K
Antonetti Capital Management LLC9,005$126.3K
Sutton Wealth Advisors Inc.1,201$16.9K