Skip to main content
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
Safeguard Investment Advisory Group, LLC11,385$157.1K0.06%+171+1.5%Added
Evercore Wealth Management, LLC11,491$158.6K0.00%+11,491New
Avenue 1 Advisors, LLC11,500$158.7K0.07%+11,500New
Annex Advisory Services, LLC11,520$159.0K0.01%+11,520New
Centurion Wealth Management LLC11,559$159.5K0.07%00.0%Unchanged
Parallel Advisors, LLC11,562$159.6K0.00%−6,178−34.8%Reduced
American Financial Advisors, LLC11,593$160.0K0.02%+12+0.1%Added
Walker Asset Management, LLC11,648$160.7K0.12%+200+1.7%Added
Koshinski Asset Management, Inc.11,761$162.3K0.02%+11,761New
University of Texas/Texas Am Investment Managment Co11,817$163.1K0.04%+3,485+41.8%Added
Douglass Winthrop Advisors, LLC11,850$163.5K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec11,855$163.6K0.00%+4,220+55.3%Added
David Loasby11,734$163.7K0.02%+470+4.2%Added
Hall Laurie J Trustee12,004$165.0K0.06%00.0%Unchanged
Madison Park Capital Advisors, LLC12,000$165.6K0.16%+12,000New
Capstone Financial Advisors, Inc.12,041$166.2K0.01%+931+8.4%Added
Tower Research Capital LLC (TRC)12,083$166.7K0.00%−14,737−54.9%Reduced
Herold Advisors, Inc.12,084$166.8K0.05%+9+0.1%Added
Delap Wealth Advisory, LLC12,201$168.4K0.08%+271+2.3%Added
Creative Financial Designs Inc12,210$168.5K0.02%+350+3.0%Added
Jmac Enterprises LLC12,218$168.6K0.04%+12,218New
Catalina Capital Group, LLC12,226$168.7K0.13%+12,226New
Strategic Advocates LLC12,376$170.8K0.07%+1,794+17.0%Added
Shepherd Financial Partners LLC12,451$171.8K0.02%+278+2.3%Added
Woodstock Corp12,500$172.5K0.02%00.0%Unchanged
Cullinan Associates Inc12,520$172.8K0.01%00.0%Unchanged
Private Trust Co NA12,544$173.1K0.02%00.0%Unchanged
Marcum Wealth, LLC12,570$173.5K0.02%−1,526−10.8%Reduced
Wealthsource Partners, LLC12,578$173.6K0.01%+225+1.8%Added
Ellis Investment Partners, LLC12,595$173.8K0.04%+185+1.5%Added
Busey Wealth Management12,600$173.9K0.01%−3,577−22.1%Reduced
Hancock Whitney Corp12,600$173.9K0.01%−60−0.5%Reduced
Icapital Wealth LLC12,906$178.1K0.12%+12,906New
Concord Wealth Partners12,910$178.2K0.04%−839−6.1%Reduced
Fisher Asset Management, LLC12,945$178.6K0.00%−5,389−29.4%Reduced
Firethorn Wealth Partners, LLC12,981$179.1K0.12%+12,981New
Ruggaard & Associates LLC12,987$179.2K0.09%00.0%Unchanged
Tempus Wealth Planning, LLC13,000$179.4K0.08%+13,000New
Wolff Financial Management LLC13,047$180.0K0.06%+23+0.2%Added
Allen Mooney & Barnes Investment Advisors LLC13,047$180.0K0.03%+23+0.2%Added
Proficio Capital Partners LLC13,083$180.6K0.02%+13,083New
Scissortail Wealth Management, LLC12,453$180.9K0.06%+12,453New
Country Club Bank13,146$181.0K0.01%+103+0.8%Added
Fairfield, Bush & Co.13,161$181.6K0.11%−300−2.2%Reduced
Resonant Capital Advisors, LLC13,180$181.9K0.02%00.0%Unchanged
Cumberland Advisors Inc13,209$182.3K0.08%00.0%Unchanged
Clifford Swan Investment Counsel LLC13,263$183.0K0.01%00.0%Unchanged
Easterly Investment Partners LLC13,279$183.3K0.02%00.0%Unchanged
Proequities, Inc.13,327$183.9K0.01%+1,145+9.4%Added
ICA Group Wealth Management, LLC13,394$184.8K0.04%+13,394New
GM Advisory Group, Inc.13,420$185.2K0.01%+330+2.5%Added
HM Payson & Co13,442$185.5K0.00%00.0%Unchanged
Financial Counselors Inc13,449$185.6K0.00%+790+6.2%Added
Probity Advisors, Inc.13,514$186.5K0.04%+83+0.6%Added
Avantax Planning Partners, Inc.13,611$187.8K0.01%+10+0.1%Added
Fortitude Advisory Group L.L.C.13,669$188.6K0.11%+13,669New
Mill Creek Capital Advisors, LLC13,767$190.0K0.01%00.0%Unchanged
Smithfield Trust Co13,731$190.0K0.01%00.0%Unchanged
Nalls Sherbakoff Group, LLC13,898$191.8K0.17%+24+0.2%Added
Hemington Wealth Management13,952$193.0K0.07%00.0%Unchanged
Ulland Investment Advisors, LLC14,000$193.0K0.19%+9,500+211.1%Added
Invst, LLC13,964$195.1K0.02%+425+3.1%Added
EverSource Wealth Advisors, LLC14,138$195.1K0.02%−264−1.8%Reduced
Trueblood Wealth Management, LLC14,180$195.7K0.12%+14,180New
Core Wealth Partners LLC14,288$197.2K0.16%+1,529+12.0%Added
Verdence Capital Advisors LLC14,333$197.8K0.02%+516+3.7%Added
Viawealth, LLC14,353$198.1K0.14%+319+2.3%Added
Cary Street Partner Investment Advisory LLC14,356$198.1K0.01%+9,600+201.9%Added
Hollencrest Capital Management14,379$198.4K0.02%+1,634+12.8%Added
Hollow Brook Wealth Management LLC14,470$199.7K0.08%00.0%Unchanged
CMG Global Holdings, LLC13,926$200.8K0.15%+1,117+8.7%Added
First Horizon Advisors, Inc.14,596$201.4K0.01%+2,712+22.8%Added
Whalerock Point Partners, LLC14,600$201.5K0.06%00.0%Unchanged
Lion Street Advisors, LLC14,638$202.0K0.08%+354+2.5%Added
First Financial Bankshares Inc14,814$204.4K0.00%+14,814New
Capital Investment Advisory Services, LLC14,834$204.7K0.02%−1,474−9.0%Reduced
Carl Stuart Investment Advisor, Inc14,994$206.9K0.14%+253+1.7%Added
Shapiro Capital Management LLC15,000$207.0K0.01%−536−3.5%Reduced
Zazove Associates LLC15,000$207.0K0.03%00.0%Unchanged
Westwood Wealth Management15,000$207.0K0.16%+2,000+15.4%Added
JFG Wealth Management, LLC15,000$207.0K0.06%+15,000New
Perennial Investment Advisors, LLC15,048$207.7K0.03%+127+0.9%Added
Wade G W & Inc15,103$208.0K0.01%−131−0.9%Reduced
Tiaa Trust, National Association15,148$209.0K0.00%−2,642−14.9%Reduced
Strategic Blueprint, LLC15,178$209.5K0.02%+15,178New
Daymark Wealth Partners, LLC15,267$210.7K0.01%+1,689+12.4%Added
First PREMIER Bank15,288$211.0K0.06%00.0%Unchanged
Magnus Financial Group LLC15,325$211.5K0.03%+2,574+20.2%Added
Peapack Gladstone Financial Corp15,320$212.0K0.00%−728−4.5%Reduced
SFM, LLC15,391$212.4K0.18%+15,391New
McIntyre Freedman & Flynn Investment Advisers Inc15,490$213.8K0.17%+15,490New
Saxony Capital Management, LLC15,518$214.1K0.28%+15,518New
Regent Peak Wealth Advisors LLC15,540$214.5K0.06%00.0%Unchanged
First National Trust Co15,587$215.1K0.01%+1,000+6.9%Added
SkyOak Wealth, LLC15,590$215.1K0.06%−150−1.0%Reduced
Conservest Capital Advisors, Inc.15,592$215.2K0.02%+89+0.6%Added
CFO4Life Group, LLC15,648$215.9K0.04%+50.0%Added
Amplius Wealth Advisors, LLC15,667$216.2K0.03%−168−1.1%Reduced
HBK Sorce Advisory LLC15,670$216.2K0.01%−1,306−7.7%Reduced
Silverleafe Capital Partners, LLC15,715$216.9K0.10%+654+4.3%Added