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, Q4 2023
Institutional positions in Energy Transfer LP as of Dec 31, 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
- 1,056
- +111 vs. Q3 2023
- Shares held
- 1.14B
- +70.3M (+6.6%) vs. Q3 2023
- Total value
- $15.8B
- +$729.9M (+4.9%) vs. Q3 2023
- New holders
- 160
- 479 more added
- Sold out
- 49
- 202 more reduced
20 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mascoma Wealth Management LLC | 80 | $1.10K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 126 | $1.74K | 0.00% | +126 | New |
| Grove Bank & Trust | 172 | $2.37K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 207 | $2.86K | 0.00% | +207 | New |
| Penserra Capital Management LLC | 258 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 223 | $3.08K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 262 | $3.61K | 0.00% | +262 | New |
| Chesapeake Asset Management LLC | 286 | $3.95K | 0.00% | +7+2.5% | Added |
| Covestor Ltd | 267 | $4.00K | 0.00% | −1−0.4% | Reduced |
| Richard W. Paul & Associates, LLC | 300 | $4.14K | 0.00% | +300 | New |
| Avalon Trust Co | 320 | $4.42K | 0.00% | +320 | New |
| Centerpoint Advisors, LLC | 384 | $5.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 384 | $5.30K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 485 | $6.69K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 510 | $7.04K | 0.00% | −88−14.7% | Reduced |
| Annapolis Financial Services, LLC | 513 | $7.08K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 516 | $7.12K | 0.00% | −2,750−84.2% | Reduced |
| Crewe Advisors LLC | 537 | $7.41K | 0.00% | +133+32.9% | Added |
| Cedar Mountain Advisors, LLC | 542 | $7.48K | 0.00% | +12+2.3% | Added |
| Resources Management Corp | 544 | $8.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 583 | $8.04K | 0.00% | +583 | New |
| McGlone Suttner Wealth Management, Inc. | 594 | $8.20K | 0.00% | +594 | New |
| Pineridge Advisors LLC | 602 | $8.31K | 0.00% | +602 | New |
| Hoese & Co LLP | 600 | $8.33K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 640 | $8.83K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 633 | $9.00K | 0.00% | −100−13.6% | Reduced |
| Farther Finance Advisors, LLC | 661 | $9.12K | 0.00% | +335+102.8% | Added |
| Archer Investment Corp | 680 | $9.38K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 695 | $9.59K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 700 | $9.66K | 0.00% | +700 | New |
| American National Bank | 705 | $9.73K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 735 | $10.1K | 0.01% | +735 | New |
| Gleason Group, Inc. | 757 | $10.5K | 0.00% | +17+2.3% | Added |
| FSC Wealth Advisors, LLC | 812 | $11.2K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 852 | $11.8K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 896 | $12.4K | 0.03% | +896 | New |
| Tortoise Investment Management, LLC | 900 | $12.4K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 960 | $13.2K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 1,000 | $13.8K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,000 | $13.8K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1,000 | $13.8K | 0.01% | +1,000 | New |
| FSA Wealth Management LLC | 1,000 | $14.0K | 0.01% | +1,000 | New |
| TD Capital Management LLC | 1,018 | $14.1K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,024 | $14.1K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,129 | $15.6K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 1,172 | $16.0K | 0.01% | −980−45.5% | Reduced |
| Stone House Investment Management, LLC | 1,166 | $16.1K | 0.01% | +908+351.9% | Added |
| St Germain D J Co Inc | 1,185 | $16.4K | 0.00% | +1,185 | New |
| Colonial Trust Co | 1,192 | $16.4K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,200 | $16.6K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 1,270 | $17.0K | 0.01% | +28+2.3% | Added |
| Frazier Financial Advisors, LLC | 1,235 | $17.0K | 0.01% | +1,235 | New |
| Tennessee Valley Asset Management Partners | 1,235 | $17.0K | 0.00% | +1,235 | New |
| Evermay Wealth Management LLC | 1,344 | $18.5K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 1,376 | $19.0K | 0.02% | +1,376 | New |
| First Personal Financial Services | 1,399 | $19.3K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,433 | $19.8K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,500 | $20.7K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 1,500 | $20.7K | 0.01% | +1,500 | New |
| AdvisorNet Financial, Inc | 1,515 | $20.9K | 0.00% | +11+0.7% | Added |
| Sawyer & Company, Inc | 1,500 | $21.0K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 1,500 | $21.0K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,553 | $21.4K | 0.00% | +1,553 | New |
| Focused Wealth Management, Inc | 1,559 | $21.5K | 0.00% | −630−28.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,594 | $22.0K | 0.01% | −3,000−65.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,685 | $23.3K | 0.01% | +39+2.4% | Added |
| Glen Eagle Advisors, LLC | 1,725 | $23.8K | 0.00% | −86−4.7% | Reduced |
| Delta Asset Management LLC | 1,756 | $24.2K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,792 | $24.7K | 0.01% | 00.0% | Unchanged |
| Northwest Financial Advisors | 1,820 | $25.1K | 0.02% | +1,820 | New |
| Coppell Advisory Solutions LLC | 1,896 | $26.2K | 0.01% | +117+6.6% | Added |
| Pacific Center for Financial Services | 1,920 | $26.5K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,953 | $27.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,952 | $27.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,978 | $27.3K | 0.02% | +927+88.2% | Added |
| Clearstead Advisors, LLC | 2,042 | $28.2K | 0.00% | +1,885+1,200.6% | Added |
| Ancora Advisors, LLC | 2,135 | $29.5K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 2,155 | $29.7K | 0.02% | +50+2.4% | Added |
| Capital Advisors, Ltd. LLC | 2,155 | $30.0K | 0.00% | +48+2.3% | Added |
| Strategic Investment Solutions, Inc. | 2,192 | $30.3K | 0.01% | −131,130−98.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 2,211 | $30.5K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,298 | $31.0K | 0.00% | +1,274+124.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,425 | $33.5K | 0.01% | +2,425 | New |
| HBC Financial Services, PLLC | 2,500 | $34.0K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2,479 | $34.2K | 0.01% | +192+8.4% | Added |
| Main Street Group, LTD | 2,499 | $34.5K | 0.01% | +2,499 | New |
| Harbor Investment Advisory, LLC | 2,500 | $34.5K | 0.00% | +750+42.9% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 2,500 | $34.5K | 0.03% | +2,500 | New |
| Ronald Blue Trust, Inc. | 2,541 | $36.0K | 0.00% | +86+3.5% | Added |
| Community Bank, N.A. | 2,651 | $36.6K | 0.00% | +951+55.9% | Added |
| EdgeRock Capital LLC | 2,603 | $37.3K | 0.03% | +2,603 | New |
| Beacon Capital Management, LLC | 2,800 | $39.3K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 2,841 | $39.5K | 0.01% | +63+2.3% | Added |
| Fortitude Family Office, LLC | 2,896 | $40.0K | 0.03% | +2,896 | New |
| Activest Wealth Management | 2,909 | $40.1K | 0.02% | +736+33.9% | Added |
| Planned Solutions, Inc. | 2,931 | $40.4K | 0.02% | +2,931 | New |
| Householder Group Estate & Retirement Specialist, LLC | 3,025 | $41.0K | 0.01% | +560+22.7% | Added |
| Essex Investment Management Co LLC | 2,987 | $41.2K | 0.01% | −1,000−25.1% | Reduced |
| Garner Asset Management Corp | 3,000 | $41.6K | 0.02% | +3,000 | New |
| Adirondack Trust Co | 2,900 | $42.5K | 0.02% | +2,900 | New |