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 |
|---|---|---|---|---|---|
| Private Client Services, LLC | 15,734 | $217.1K | 0.18% | +15,734 | New |
| Ethos Financial Group, LLC | 15,866 | $219.0K | 0.05% | +753+5.0% | Added |
| Wesbanco Bank Inc | 15,942 | $220.0K | 0.01% | −2,076−11.5% | Reduced |
| Consilium Wealth Advisory, LLC | 16,000 | $220.8K | 0.13% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 16,015 | $221.0K | 0.02% | +4,993+45.3% | Added |
| Helen Stephens Group, LLC | 16,040 | $221.4K | 0.10% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 16,051 | $221.5K | 0.04% | +224+1.4% | Added |
| Future Financial Wealth Managment LLC | 16,133 | $222.6K | 0.22% | +114+0.7% | Added |
| Baker Tilly Wealth Management, LLC | 16,186 | $223.4K | 0.04% | −38−0.2% | Reduced |
| TradeLink Capital LLC | 16,200 | $224.0K | 3.15% | +16,200 | New |
| Burney Co | 16,246 | $224.2K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 16,258 | $224.4K | 0.01% | +600+3.8% | Added |
| Fairman Group, LLC | 16,300 | $224.9K | 0.22% | +16,300 | New |
| Professional Financial Advisors, LLC | 16,401 | $226.3K | 0.07% | +16,401 | New |
| Novare Capital Management LLC | 16,433 | $226.8K | 0.02% | 00.0% | Unchanged |
| GDS Wealth Management | 16,560 | $228.5K | 0.03% | +16,560 | New |
| TD Waterhouse Canada Inc. | 16,489 | $228.5K | 0.00% | −855−4.9% | Reduced |
| Total Clarity Wealth Management, Inc. | 16,638 | $229.6K | 0.09% | −506−3.0% | Reduced |
| Granite Group Advisors, LLC | 15,400 | $231.2K | 0.16% | +15,400 | New |
| Larson Financial Group LLC | 16,893 | $233.1K | 0.02% | +3,324+24.5% | Added |
| Register Financial Advisors LLC | 16,911 | $233.4K | 0.16% | +1,661+10.9% | Added |
| Alpine Global Management, LLC | 16,932 | $233.7K | 0.06% | +16,932 | New |
| Gateway Wealth Partners, LLC | 16,961 | $234.1K | 0.09% | +16,961 | New |
| Caldwell Sutter Capital, Inc. | 16,965 | $234.1K | 0.12% | +60.0% | Added |
| Leisure Capital Management | 17,000 | $234.6K | 0.13% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 17,000 | $235.0K | 0.07% | +17,000 | New |
| Van Hulzen Asset Management, LLC | 17,120 | $236.0K | 0.02% | 00.0% | Unchanged |
| Aire Advisors, LLC | 17,109 | $236.1K | 0.06% | −2,165−11.2% | Reduced |
| FDx Advisors, Inc. | 17,263 | $238.0K | 0.02% | +1,341+8.4% | Added |
| Steward Partners Investment Solutions, LLC | 17,251 | $238.1K | 0.10% | +17,251 | New |
| First United Bank Trust | 17,300 | $238.7K | 0.10% | +17,300 | New |
| Ironwood Investment Counsel, LLC | 17,319 | $239.0K | 0.04% | +17,319 | New |
| Mayflower Financial Advisors, LLC | 17,436 | $240.6K | 0.03% | −465−2.6% | Reduced |
| Parkside Financial Bank & Trust | 17,436 | $240.6K | 0.04% | +1,996+12.9% | Added |
| RiverTree Advisors, LLC | 17,500 | $241.5K | 0.16% | 00.0% | Unchanged |
| Capasso Planning Partners LLC | 17,500 | $241.5K | 0.11% | 00.0% | Unchanged |
| HTLF Bank | 17,649 | $243.6K | 0.03% | +17,649 | New |
| Harmony Asset Management LLC | 17,654 | $243.6K | 0.10% | +17,654 | New |
| Am Investment Strategies LLC | 17,728 | $245.0K | 0.07% | +1,546+9.6% | Added |
| Grey Fox Wealth Advisors, LLC | 17,792 | $245.5K | 0.11% | +141+0.8% | Added |
| Alterity Financial Group, LLC | 17,800 | $245.6K | 0.35% | +1,500+9.2% | Added |
| Schulhoff & Co Inc | 17,802 | $245.7K | 0.12% | +17,802 | New |
| Dudley Capital Management, LLC | 17,887 | $246.8K | 0.16% | −560−3.0% | Reduced |
| Integrated Advisors Network LLC | 17,938 | $247.5K | 0.01% | −152−0.8% | Reduced |
| Brave Asset Management Inc | 18,000 | $248.4K | 0.07% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 18,100 | $250.0K | 0.02% | −1,010−5.3% | Reduced |
| Salvus Wealth Management, LLC | 18,156 | $250.6K | 0.18% | 00.0% | Unchanged |
| Hoylecohen, LLC | 18,215 | $251.4K | 0.02% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 18,218 | $251.4K | 0.20% | +418+2.3% | Added |
| RiverGlades Family Offices LLC | 17,850 | $251.5K | 0.20% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 18,036 | $252.1K | 0.03% | +1,012+5.9% | Added |
| Laidlaw Wealth Management LLC | 18,400 | $253.9K | 0.09% | +3,550+23.9% | Added |
| Opus Capital Group, LLC | 18,399 | $254.0K | 0.04% | 00.0% | Unchanged |
| HAP Trading, LLC | 18,575 | $256.3K | 0.08% | −10,478−36.1% | Reduced |
| Act Wealth Management, LLC | 18,620 | $257.0K | 0.14% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 18,755 | $258.8K | 0.00% | +18,755 | New |
| Mission Wealth Management, LP | 18,759 | $258.9K | 0.01% | +1,429+8.2% | Added |
| Adviser Investments LLC | 18,835 | $259.9K | 0.00% | +18,835 | New |
| Poplar Forest Capital LLC | 18,950 | $261.5K | 0.04% | 00.0% | Unchanged |
| Campbell Capital Management Inc | 19,000 | $262.0K | 0.12% | +19,000 | New |
| Kennedy Investment Group | 19,073 | $263.2K | 0.15% | +417+2.2% | Added |
| Walkner Condon Financial Advisors LLC | 19,163 | $264.4K | 0.06% | +1,438+8.1% | Added |
| Sage Capital Management, LLC | 19,181 | $264.7K | 0.16% | +19,181 | New |
| Sapient Capital LLC | 19,219 | $265.2K | 0.01% | +19,219 | New |
| Financial Advocates Investment Management | 19,237 | $265.5K | 0.02% | +66+0.3% | Added |
| Cypress Capital Management LLC (WY) | 19,400 | $267.7K | 0.29% | 00.0% | Unchanged |
| Nwam LLC | 19,424 | $268.1K | 0.02% | +1,178+6.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,429 | $268.1K | 0.01% | +332+1.7% | Added |
| FinTrust Capital Advisors, LLC | 19,501 | $269.1K | 0.05% | +500+2.6% | Added |
| Second Line Capital, LLC | 19,596 | $270.4K | 0.11% | +19,596 | New |
| Walled Lake Planning & Wealth Management, LLC | 19,626 | $270.8K | 0.13% | +3,650+22.8% | Added |
| Marco Investment Management LLC | 19,789 | $273.1K | 0.03% | +5,430+37.8% | Added |
| Umb Bank N A | 19,806 | $273.3K | 0.00% | −9,498−32.4% | Reduced |
| Cadent Capital Advisors, LLC | 19,842 | $273.8K | 0.14% | +119+0.6% | Added |
| Mattern Capital Management, LLC | 19,897 | $274.6K | 0.04% | +6,003+43.2% | Added |
| Ameritas Advisory Services, LLC | 19,810 | $275.3K | 0.02% | −45,423−69.6% | Reduced |
| Baird Financial Group, Inc. | 20,000 | $276.0K | 0.00% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 20,000 | $276.0K | 0.15% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 19,999 | $276.0K | 0.06% | +246+1.2% | Added |
| National Philanthropic Trust | 20,000 | $276.0K | 0.01% | +20,000 | New |
| Apollon Financial, LLC | 20,000 | $276.0K | 0.11% | +20,000 | New |
| Summit Financial Wealth Advisors, LLC | 20,001 | $276.0K | 0.06% | +10.0% | Added |
| Matrix Private Capital Group LLC | 20,043 | $276.6K | 0.21% | 00.0% | Unchanged |
| WT Wealth Management | 20,113 | $277.6K | 0.11% | 00.0% | Unchanged |
| Searle & Co. | 20,119 | $277.6K | 0.08% | +5,174+34.6% | Added |
| Edgemoor Investment Advisors, Inc. | 20,140 | $277.9K | 0.03% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 20,150 | $278.1K | 0.01% | +20,150 | New |
| Aldebaran Financial Inc. | 20,225 | $279.1K | 0.43% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 20,321 | $280.4K | 0.05% | +118+0.6% | Added |
| Sym Financial Corp | 20,341 | $280.7K | 0.05% | +41+0.2% | Added |
| Resources Investment Advisors, LLC. | 20,467 | $282.4K | 0.00% | +4,959+32.0% | Added |
| Farmers & Merchants Investments Inc | 20,646 | $284.9K | 0.01% | +1,899+10.1% | Added |
| Atlas Private Wealth Advisors | 20,675 | $285.3K | 0.05% | +427+2.1% | Added |
| Good Life Advisors, LLC | 20,707 | $285.8K | 0.03% | +2,632+14.6% | Added |
| Tranquility Partners, LLC | 20,735 | $286.1K | 0.12% | −4,745−18.6% | Reduced |
| Financial Partners Group, Inc | 20,752 | $286.4K | 0.05% | +443+2.2% | Added |
| Focus Financial Network Inc | 20,842 | $287.6K | 0.01% | +20,842 | New |
| HBW Advisory Services LLC | 20,861 | $288.0K | 0.05% | +2,410+13.1% | Added |
| Gray Wealth Management Inc. | 20,925 | $288.8K | 0.14% | +2,581+14.1% | Added |
| Capital Market Strategies LLC | 20,931 | $288.8K | 0.25% | +1,608+8.3% | Added |