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 |
|---|---|---|---|---|---|
| Sawtooth Solutions, LLC | 20,948 | $289.1K | 0.01% | +1,023+5.1% | Added |
| Bleakley Financial Group, LLC | 20,948 | $289.1K | 0.01% | +1,023+5.1% | Added |
| Belfer Management LLC | 20,963 | $289.3K | 6.11% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 20,999 | $289.8K | 0.01% | +8,050+62.2% | Added |
| Marathon Trading Investment Management LLC | 21,300 | $293.9K | 0.06% | +1,500+7.6% | Added |
| Camden Capital, LLC | 21,355 | $294.7K | 0.03% | +21,355 | New |
| 1st Source Bank | 21,444 | $295.9K | 0.02% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 21,572 | $297.7K | 0.26% | +346+1.6% | Added |
| Change Path, LLC | 21,669 | $299.0K | 0.02% | −75,674−77.7% | Reduced |
| Derbend Asset Management | 21,730 | $299.9K | 0.17% | +11,296+108.3% | Added |
| Christopher J. Hasenberg, Inc | 21,841 | $301.4K | 0.17% | +21,841 | New |
| Heritage Trust Co | 21,887 | $302.0K | 0.04% | +2,880+15.2% | Added |
| Founders Financial Alliance, LLC | 21,914 | $302.4K | 0.12% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 21,953 | $302.9K | 0.05% | +23+0.1% | Added |
| Colony Group, LLC | 22,018 | $304.0K | 0.00% | +22,018 | New |
| Garrett Wealth Advisory Group, LLC | 22,133 | $305.4K | 0.13% | +20+0.1% | Added |
| Romano Brothers and Company | 22,139 | $305.5K | 0.05% | +4,277+23.9% | Added |
| Affinity Wealth Management LLC | 22,342 | $308.3K | 0.06% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 22,392 | $309.0K | 0.09% | −999−4.3% | Reduced |
| Modern Wealth Management, LLC | 22,428 | $309.5K | 0.04% | +22,428 | New |
| Primoris Wealth Advisors, LLC | 22,500 | $310.5K | 0.29% | +22,500 | New |
| Whitener Capital Management, Inc. | 22,558 | $311.3K | 0.11% | +508+2.3% | Added |
| Boston Private Wealth LLC | 22,597 | $311.8K | 0.01% | +4,306+23.5% | Added |
| E&G Advisors, LP | 22,687 | $313.1K | 0.11% | −359−1.6% | Reduced |
| Bogart Wealth, LLC | 22,720 | $313.5K | 0.02% | +492+2.2% | Added |
| Vivaldi Asset Management, LLC | 22,837 | $315.2K | 0.02% | +7,354+47.5% | Added |
| Van Cleef Asset Management,Inc | 23,025 | $317.7K | 0.04% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 23,145 | $319.4K | 0.03% | +679+3.0% | Added |
| Wetherby Asset Management Inc | 23,508 | $324.4K | 0.02% | +4,067+20.9% | Added |
| Morling Financial Advisors, LLC | 23,620 | $326.0K | 0.26% | −4,475−15.9% | Reduced |
| Woodward Diversified Capital, LLC | 23,636 | $326.2K | 0.20% | +112+0.5% | Added |
| Principal Securities, Inc. | 23,637 | $326.2K | 0.01% | +23,637 | New |
| Vista Investment Partners LLC | 23,680 | $326.8K | 0.12% | +23,680 | New |
| Verity & Verity, LLC | 23,978 | $330.9K | 0.04% | 00.0% | Unchanged |
| Wedmont Private Capital | 23,811 | $332.9K | 0.03% | +6,168+35.0% | Added |
| C2C Wealth Management, LLC | 24,326 | $335.0K | 0.28% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 24,274 | $335.0K | 0.09% | +557+2.3% | Added |
| MV Capital Management, Inc. | 24,460 | $337.5K | 0.04% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 24,509 | $338.2K | 0.01% | +5,519+29.1% | Added |
| Atomi Financial Group, Inc. | 24,623 | $339.8K | 0.05% | +105+0.4% | Added |
| Inspire Advisors, LLC | 24,764 | $341.7K | 0.05% | +1,657+7.2% | Added |
| Sabal Trust CO | 24,765 | $341.8K | 0.02% | 00.0% | Unchanged |
| Arrow Investment Advisors, LLC | 24,767 | $341.8K | 0.30% | +11,755+90.3% | Added |
| Lake Street Advisors Group, LLC | 24,818 | $342.5K | 0.02% | +4,426+21.7% | Added |
| Stokes Capital Advisors, LLC | 24,846 | $342.9K | 0.11% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 24,858 | $343.0K | 0.04% | +1,450+6.2% | Added |
| Fidelis Capital Partners, LLC | 24,949 | $344.3K | 0.08% | +50+0.2% | Added |
| American Institute for Advanced Investment Management, LLP | 24,988 | $344.8K | 0.30% | +888+3.7% | Added |
| Signaturefd, LLC | 25,155 | $347.1K | 0.01% | +1,508+6.4% | Added |
| Checchi Capital Advisers, LLC | 25,270 | $348.7K | 0.03% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 25,437 | $351.0K | 0.02% | −23,819−48.4% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 25,465 | $351.4K | 0.19% | 00.0% | Unchanged |
| ARK & TLK Investments, LLC | 25,814 | $356.2K | 0.14% | +25,814 | New |
| Cooper Financial Group | 25,993 | $358.7K | 0.07% | +14,393+124.1% | Added |
| Whittier Trust Co | 26,097 | $360.1K | 0.01% | +480+1.9% | Added |
| Scarborough Advisors, LLC | 26,227 | $361.9K | 0.07% | +26,227 | New |
| Savant Capital, LLC | 26,335 | $363.4K | 0.00% | +4,340+19.7% | Added |
| Clear Harbor Asset Management, LLC | 26,500 | $365.7K | 0.04% | −99−0.4% | Reduced |
| JJJ Advisors Inc. | 26,520 | $366.0K | 0.09% | +20+0.1% | Added |
| Operose Advisors LLC | 26,656 | $367.9K | 0.15% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 26,717 | $368.7K | 0.01% | −185−0.7% | Reduced |
| White Pine Capital LLC | 26,950 | $371.9K | 0.14% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 26,994 | $372.5K | 0.03% | +1,292+5.0% | Added |
| Quadcap Wealth Management, LLC | 27,129 | $374.4K | 0.10% | +27,129 | New |
| Hartford Financial Management Inc. | 27,134 | $374.4K | 0.08% | 00.0% | Unchanged |
| Mairs & Power Inc | 27,500 | $379.5K | 0.00% | +27,500 | New |
| SeaCrest Wealth Management, LLC | 27,213 | $379.6K | 0.05% | −31,243−53.4% | Reduced |
| RFG Advisory, LLC | 27,565 | $380.4K | 0.01% | +8,417+44.0% | Added |
| S. R. Schill & Associates | 27,770 | $383.2K | 0.17% | 00.0% | Unchanged |
| Central Trust Co | 27,793 | $383.5K | 0.01% | +4,135+17.5% | Added |
| Advisor Resource Council | 28,078 | $387.5K | 0.05% | +28,078 | New |
| Saxon Interests, Inc. | 28,122 | $388.1K | 0.19% | +28,122 | New |
| Agf Management Ltd | 28,178 | $388.9K | 0.00% | −76,515−73.1% | Reduced |
| Arkadios Wealth Advisors | 28,250 | $389.9K | 0.03% | +903+3.3% | Added |
| Flagship Harbor Advisors, LLC | 28,439 | $392.5K | 0.03% | +2,400+9.2% | Added |
| Glass Jacobson Investment Advisors llc | 28,441 | $392.5K | 0.16% | −2,376−7.7% | Reduced |
| Tradition Wealth Management, LLC | 28,613 | $395.0K | 0.04% | +197+0.7% | Added |
| MSH Capital Advisors LLC | 28,664 | $395.6K | 0.15% | +1,677+6.2% | Added |
| RSM US Wealth Management LLC | 28,678 | $395.8K | 0.01% | +12,160+73.6% | Added |
| Lakeview Capital Partners, LLC | 28,693 | $396.0K | 0.07% | +1,866+7.0% | Added |
| Brown Brothers Harriman & Co | 28,754 | $396.8K | 0.00% | +2,349+8.9% | Added |
| FirstPurpose Wealth LLC | 28,794 | $397.4K | 0.15% | +2,655+10.2% | Added |
| Levy Wealth Management Group, LLC | 28,842 | $398.0K | 0.11% | 00.0% | Unchanged |
| Wintrust Investments LLC | 28,973 | $400.0K | 0.04% | +4,578+18.8% | Added |
| Regions Financial Corp | 29,146 | $402.2K | 0.00% | +947+3.4% | Added |
| Asset Allocation Strategies LLC | 29,279 | $404.0K | 0.16% | +1,018+3.6% | Added |
| Tyche Wealth Partners LLC | 29,389 | $405.6K | 0.10% | +29,389 | New |
| Pettinga Financial Advisors, LLC | 29,532 | $407.5K | 0.11% | +29,532 | New |
| Mattern Wealth Management LLC | 29,552 | $407.8K | 0.10% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 29,683 | $409.6K | 0.14% | −2,795−8.6% | Reduced |
| SageView Advisory Group, LLC | 28,181 | $410.3K | 0.02% | −351−1.2% | Reduced |
| EJF Capital LLC | 30,000 | $414.0K | 0.22% | 00.0% | Unchanged |
| JBF Capital, Inc. | 30,000 | $414.0K | 0.08% | 00.0% | Unchanged |
| Rossmore Private Capital | – | $414.0K | 0.06% | – | – |
| Aspen Grove Capital, LLC | 30,001 | $414.0K | 0.13% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 30,216 | $417.0K | 0.01% | +506+1.7% | Added |
| King Wealth | 30,185 | $417.0K | 0.08% | +150.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30,226 | $417.1K | 0.03% | +1,361+4.7% | Added |
| Fiduciary Group LLC | 30,508 | $421.0K | 0.05% | +120.0% | Added |
| Insigneo Advisory Services, LLC | 30,596 | $422.2K | 0.06% | +4,407+16.8% | Added |