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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, 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.

Institutional holdersQ4 2023: 1,056 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 heldQ4 2023: $15.8B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q3 2023.

Institutions holding ET in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
WFA Asset Management Corp3,089$42.6K0.02%−1,322−30.0%Reduced
Rosenberg Matthew Hamilton3,109$42.9K0.01%00.0%Unchanged
Albion Financial Group3,132$43.2K0.00%+3,132New
Carolinas Wealth Consulting LLC3,172$43.8K0.01%−9,938−75.8%Reduced
Wolff Wiese Magana LLC3,179$43.9K0.04%+165+5.5%Added
Founders Capital Management3,192$44.0K0.03%+3,000+1,562.5%Added
Rational Advisors LLC3,238$44.7K0.00%00.0%Unchanged
Toth Financial Advisory Corp3,267$45.1K0.01%+2,481+315.6%Added
Key Financial Inc3,400$46.9K0.01%+51+1.5%Added
Optimum Investment Advisors3,500$48.3K0.02%00.0%Unchanged
Sittner & Nelson, LLC3,600$49.7K0.03%00.0%Unchanged
Atticus Wealth Management, LLC3,703$51.1K0.02%+59+1.6%Added
JNBA Financial Advisors3,709$51.2K0.01%+3,687+16,759.1%Added
LGT Financial Advisors LLC3,752$51.8K0.06%−114−2.9%Reduced
Colonial Trust Advisors3,840$53.0K0.01%−2,694−41.2%Reduced
Kelly Lawrence W & Associates Inc3,850$53.1K0.01%+250+6.9%Added
S.A. Mason LLC3,873$53.4K0.04%00.0%Unchanged
Mechanics Financial Corp4,000$55.2K0.03%−1,703−29.9%Reduced
Godsey & Gibb Associates4,000$55.2K0.01%00.0%Unchanged
Lummis Asset Management, LP4,070$56.2K0.04%+4,070New
South State Corp.4,131$57.0K0.00%−547−11.7%Reduced
Plante Moran Financial Advisors, LLC4,170$57.5K0.01%00.0%Unchanged
Venturi Wealth Management, LLC4,173$57.6K0.00%+4+0.1%Added
Quent Capital, LLC4,282$59.1K0.01%+98+2.3%Added
Global Trust Asset Management, LLC4,300$59.3K0.03%+800+22.9%Added
Miller Wealth Advisors, LLC4,424$61.1K0.04%+4,424New
Estabrook Capital Management4,451$61.4K0.01%00.0%Unchanged
Gradient Investments LLC4,484$61.9K0.00%+1,673+59.5%Added
Compass Wealth Management LLC4,500$62.1K0.02%00.0%Unchanged
City Holding Co4,963$68.5K0.01%00.0%Unchanged
IAG Wealth Partners, LLC5,190$71.6K0.02%+105+2.1%Added
Proffitt & Goodson Inc5,196$71.7K0.01%00.0%Unchanged
Heritage Wealth Advisors5,206$71.8K0.00%+3,930+308.0%Added
Norwood Financial Corp5,649$78.0K0.12%00.0%Unchanged
Tyler-Stone Wealth Management5,741$79.2K0.04%+2,070+56.4%Added
Oliver Lagore Vanvalin Investment Group5,797$80.0K0.03%+52+0.9%Added
PEAK6 Investments LLC6,272$86.6K0.00%+6,272New
AlphaCore Capital LLC6,308$87.0K0.01%−4,434−41.3%Reduced
Cape Investment Advisory, Inc.6,356$87.7K0.04%+4,956+354.0%Added
Motco6,425$88.7K0.01%00.0%Unchanged
Retirement Group, LLC6,527$90.1K0.04%+1,263+24.0%Added
Tompkins Financial Corp6,555$90.5K0.01%+1,055+19.2%Added
HHM Wealth Advisors, LLC6,755$93.2K0.02%+1,177+21.1%Added
Baystate Wealth Management LLC6,800$93.8K0.01%+6,800New
Creekmur Asset Management LLC7,115$98.2K0.03%+7,115New
Washington Trust Co7,599$104.9K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC7,700$106.3K0.03%00.0%Unchanged
Nemes Rush Group LLC7,729$106.7K0.02%+7,707+35,031.8%Added
Hobbs Group Advisors, LLC7,910$109.2K0.05%+7,910New
Riggs Asset Managment Co. Inc.7,929$109.4K0.03%00.0%Unchanged
Montag A & Associates Inc8,307$114.6K0.01%+8,307New
MCF Advisors LLC8,388$115.8K0.01%+30.0%Added
American Capital Advisory, LLC8,495$117.2K0.08%+8,495New
Abich Financial Wealth Management LLC8,503$117.3K0.11%+8,503New
AllSquare Wealth Management LLC8,621$119.0K0.07%+621+7.8%Added
Bank of New Hampshire8,728$120.4K0.03%00.0%Unchanged
Voisard Asset Management Group, Inc.8,776$121.1K0.07%+8,776New
Webster Bank, N. A.9,025$124.5K0.02%00.0%Unchanged
Rothschild Investment LLC9,137$126.1K0.01%+9,137New
GHP Investment Advisors, Inc.9,321$128.6K0.01%00.0%Unchanged
Hexagon Capital Partners LLC9,418$130.0K0.03%00.0%Unchanged
Barrett & Company, Inc.9,577$132.2K0.07%+70+0.7%Added
Sound Income Strategies, LLC9,700$133.9K0.01%+1,866+23.8%Added
Curi Capital10,000$138.0K0.02%00.0%Unchanged
Tealwood Asset Management Inc10,010$138.0K0.07%+10,010New
Certified Advisory Corp10,137$139.9K0.02%+10,137New
PCA Investment Advisory Services Inc.10,149$140.1K0.09%00.0%Unchanged
Highlander Capital Management, LLC10,175$140.4K0.05%00.0%Unchanged
McElhenny Sheffield Capital Management, LLC10,181$140.5K0.06%+47+0.5%Added
Beaumont Financial Advisors, LLC10,186$140.6K0.01%+10,186New
United Asset Strategies, Inc.10,208$140.9K0.02%+29+0.3%Added
PCG Wealth Advisors, LLC10,229$141.2K0.08%+10,229New
Benjamin F. Edwards & Company, Inc.10,266$142.0K0.00%+6,428+167.5%Added
Prio Wealth Limited Partnership10,300$142.1K0.00%00.0%Unchanged
Colorado Capital Management, Inc.10,360$143.0K0.09%00.0%Unchanged
WPWealth LLP10,385$143.3K0.04%+95+0.9%Added
Bradley Foster & Sargent Inc10,390$143.4K0.00%+10,390New
Prosperity Financial Group, Inc.10,400$143.5K0.10%−400−3.7%Reduced
IronBridge Private Wealth, LLC10,404$143.6K0.07%+10,404New
State of Wyoming10,411$143.7K0.03%+1,427+15.9%Added
Lyell Wealth Management, LP10,432$144.0K0.02%+10,432New
Choate Investment Advisors10,436$144.0K0.00%+10,436New
Clark Capital Management Group, Inc.10,484$144.7K0.00%+10,484New
Valley National Advisers Inc10,512$145.0K0.02%+279+2.7%Added
Retirement Investment Advisors, Inc.10,539$145.4K0.02%−13,807−56.7%Reduced
Rather & Kittrell, Inc.10,541$145.5K0.05%00.0%Unchanged
Amarillo National Bank10,692$147.6K0.03%+192+1.8%Added
Everett Harris & Co10,697$147.6K0.00%00.0%Unchanged
Wealth Effects LLC10,714$147.9K0.06%+214+2.0%Added
Key Client Fiduciary Advisors, LLC10,779$148.8K0.09%00.0%Unchanged
TRUE Private Wealth Advisors10,869$150.0K0.02%−1,140−9.5%Reduced
Modera Wealth Management, LLC10,890$150.3K0.00%−1,095−9.1%Reduced
O'Dell Group, LLC10,900$150.4K0.04%00.0%Unchanged
First Heartland Consultants, Inc.10,944$151.0K0.02%−40.0%Reduced
Ami Investment Management Inc10,997$151.8K0.06%+10,997New
HSBC Holdings PLC11,066$152.5K0.00%+2,047+22.7%Added
Indiana Trust & Investment Management CO11,220$154.8K0.07%00.0%Unchanged
TCG Advisory Services, LLC11,233$155.0K0.01%+11,233New
Brighton Jones LLC11,319$156.2K0.01%−590−5.0%Reduced
Allworth Financial LP11,365$156.8K0.00%+3,670+47.7%Added