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 |
|---|---|---|---|---|---|
| We Are One Seven, LLC | 30,597 | $422.2K | 0.02% | +15,594+103.9% | Added |
| Jones Financial Companies LLLP | 30,670 | $423.2K | 0.00% | +30,670 | New |
| Benedetti & Gucer, Inc. | 30,714 | $423.9K | 0.22% | +91+0.3% | Added |
| SFMG, LLC | 30,732 | $424.1K | 0.04% | +4,482+17.1% | Added |
| Full Sail Capital, LLC | 30,875 | $426.1K | 0.03% | +30,875 | New |
| Somerset Group LLC | 31,000 | $427.8K | 0.36% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 31,057 | $428.6K | 0.04% | −7,018−18.4% | Reduced |
| SRS Capital Advisors, Inc. | 31,077 | $428.9K | 0.05% | −2,436−7.3% | Reduced |
| Keystone Financial Group | 31,276 | $431.6K | 0.08% | −1,356−4.2% | Reduced |
| Lazard Asset Management LLC | 31,361 | $432.0K | 0.00% | −11,786−27.3% | Reduced |
| Buckingham Strategic Partners | 31,326 | $432.3K | 0.02% | +4,280+15.8% | Added |
| Tritonpoint Wealth, LLC | 31,337 | $432.5K | 0.04% | +31,337 | New |
| Advus Financial Partners, LLC | 31,339 | $432.5K | 0.15% | +2,586+9.0% | Added |
| Financial Advisory Service, Inc. | 31,360 | $432.8K | 0.04% | +3,254+11.6% | Added |
| Rehmann Capital Advisory Group | 31,447 | $434.0K | 0.04% | +9,220+41.5% | Added |
| Conning Inc. | 31,667 | $437.0K | 0.02% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 32,169 | $443.9K | 0.22% | −469−1.4% | Reduced |
| Veracity Capital LLC | 32,203 | $444.4K | 0.18% | +738+2.3% | Added |
| Alpha Cubed Investments, LLC | 32,392 | $447.0K | 0.03% | −3,485−9.7% | Reduced |
| ARS Wealth Advisors Group, LLC | 32,430 | $447.5K | 0.07% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 32,549 | $450.0K | 0.04% | −4,077−11.1% | Reduced |
| Sequoia Financial Advisors, LLC | 32,727 | $451.6K | 0.01% | +351+1.1% | Added |
| Hilton Capital Management, LLC | 32,755 | $452.0K | 0.05% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 32,825 | $453.0K | 0.34% | +15,525+89.7% | Added |
| Essex Financial Services, Inc. | 32,861 | $453.5K | 0.05% | +1,533+4.9% | Added |
| Archford Capital Strategies, LLC | 33,119 | $457.0K | 0.08% | −14,873−31.0% | Reduced |
| Partners Group Holding AG | 33,172 | $457.8K | 0.04% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 33,524 | $462.6K | 0.68% | +11,248+50.5% | Added |
| Noesis Capital Mangement Corp | 33,675 | $464.7K | 0.11% | +5,038+17.6% | Added |
| Naples Global Advisors, LLC | 33,700 | $465.1K | 0.05% | −3,100−8.4% | Reduced |
| Kavar Capital Partners Group, LLC | 33,800 | $466.4K | 0.05% | +16,900+100.0% | Added |
| Principal Street Partners, LLC | 33,961 | $468.7K | 0.11% | −777−2.2% | Reduced |
| BigSur Wealth Management LLC | 34,000 | $469.2K | 0.22% | 00.0% | Unchanged |
| Gould Asset Management LLC | 34,056 | $470.0K | 0.12% | 00.0% | Unchanged |
| LongView Wealth Management | 33,760 | $472.6K | 0.21% | +33,760 | New |
| Diligent Investors, LLC | 34,279 | $473.0K | 0.13% | +60.0% | Added |
| Berkshire Asset Management LLC | 34,329 | $473.7K | 0.03% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 35,016 | $483.2K | 0.29% | +10.0% | Added |
| Guyasuta Investment Advisors Inc | 35,140 | $484.9K | 0.04% | −9,900−22.0% | Reduced |
| Avidian Wealth Solutions, LLC | 35,343 | $487.7K | 0.03% | −2,106−5.6% | Reduced |
| WR Wealth Planners, LLC | 35,453 | $489.3K | 0.18% | −399−1.1% | Reduced |
| Moloney Securities Asset Management, LLC | 35,810 | $494.2K | 0.08% | +786+2.2% | Added |
| Fortis Group Advisors, LLC | 39,824 | $496.6K | 0.12% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 36,019 | $497.1K | 0.02% | +5,586+18.4% | Added |
| Harrell Investment Partners, LLC | 36,182 | $499.3K | 0.16% | −30,382−45.6% | Reduced |
| SCP Investment, LP | 38,800 | $506.3K | 0.40% | −30,000−43.6% | Reduced |
| Asio Capital, LLC | 37,000 | $510.6K | 0.12% | +8,500+29.8% | Added |
| Argent Trust Co | 37,067 | $511.5K | 0.03% | +1,250+3.5% | Added |
| Cornerstone Wealth Management, LLC | 37,195 | $513.3K | 0.04% | +776+2.1% | Added |
| TCTC Holdings, LLC | 37,348 | $515.4K | 0.02% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 37,441 | $516.7K | 0.02% | +3,729+11.1% | Added |
| AlphaQ Advisors LLC | 37,464 | $517.0K | 0.36% | +6,015+19.1% | Added |
| Visionary Wealth Advisors | 37,690 | $520.1K | 0.04% | +515+1.4% | Added |
| Wealth Alliance Advisory Group, LLC | 37,906 | $523.1K | 0.14% | +4,405+13.1% | Added |
| Ausdal Financial Partners, Inc. | 37,938 | $523.5K | 0.06% | +13,552+55.6% | Added |
| Huntington National Bank | 38,160 | $526.6K | 0.00% | +9,894+35.0% | Added |
| Doliver Advisors, LP | 38,446 | $530.6K | 0.16% | −600−1.5% | Reduced |
| Wealthstar Advisors, LLC | 38,474 | $530.9K | 0.20% | +19,470+102.5% | Added |
| Mather Group, LLC. | 38,617 | $532.9K | 0.01% | −2,120−5.2% | Reduced |
| Samjo Management, LLC | 39,000 | $538.2K | 0.19% | +39,000 | New |
| GPS Wealth Strategies Group, LLC | 39,102 | $539.6K | 0.10% | +2,526+6.9% | Added |
| Quaker Capital Investments, LLC | 40,000 | $552.0K | 0.20% | 00.0% | Unchanged |
| McDonald Partners LLC | 40,011 | $552.1K | 0.16% | +40,011 | New |
| Mitchell McLeod Pugh & Williams Inc | 40,135 | $553.9K | 0.15% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 40,588 | $560.1K | 0.46% | +40,588 | New |
| Ashford Capital Management Inc | 40,843 | $563.6K | 0.08% | +5,000+13.9% | Added |
| Levin Capital Strategies, L.P. | 41,000 | $565.8K | 0.06% | +8,000+24.2% | Added |
| Eudaimonia Advisors LLC | 41,056 | $566.6K | 0.37% | −148−0.4% | Reduced |
| Modus Advisors, LLC | 41,302 | $570.0K | 0.23% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 41,379 | $571.0K | 0.04% | +41,379 | New |
| Bouchey Financial Group Ltd | 41,402 | $571.3K | 0.06% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 41,896 | $578.2K | 0.02% | −1,266−2.9% | Reduced |
| MMBG Investment Advisors Co. | 41,905 | $578.3K | 0.07% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 42,700 | $579.0K | 0.01% | −96,972−69.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 41,959 | $579.0K | 0.04% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 42,225 | $582.7K | 0.03% | +9,343+28.4% | Added |
| XML Financial, LLC | 42,262 | $583.2K | 0.06% | +1,179+2.9% | Added |
| Oak Harvest Investment Services | 42,272 | $583.4K | 0.12% | −217−0.5% | Reduced |
| HWG Holdings LP | 42,409 | $585.2K | 0.27% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 42,500 | $586.5K | 0.23% | 00.0% | Unchanged |
| Bessemer Group Inc | 42,771 | $590.0K | 0.00% | +10,267+31.6% | Added |
| Morton Capital Management LLC | 42,927 | $592.4K | 0.18% | +785+1.9% | Added |
| Lee Financial Co | 42,999 | $593.4K | 0.10% | +3,417+8.6% | Added |
| Walleye Trading LLC | 43,124 | $595.1K | 0.01% | −489,440−91.9% | Reduced |
| Reuter James Wealth Management, LLC | 43,174 | $595.8K | 0.41% | +167+0.4% | Added |
| Invenio Wealth Partners LLC | 43,216 | $596.4K | 0.43% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 43,424 | $599.3K | 0.32% | +426+1.0% | Added |
| PFG Investments, LLC | 43,567 | $601.2K | 0.11% | +1,854+4.4% | Added |
| Chicago Capital, LLC | 43,716 | $603.3K | 0.02% | +43,716 | New |
| Arete Wealth Advisors, LLC | 43,792 | $604.6K | 0.05% | +43,792 | New |
| Pinnacle Financial Partners Inc | 43,859 | $605.3K | 0.01% | +348+0.8% | Added |
| Advisor OS, LLC | 44,000 | $607.2K | 0.08% | −952−2.1% | Reduced |
| Stratos Wealth Advisors, LLC | 44,114 | $608.8K | 0.04% | +18,309+71.0% | Added |
| Waterfront Wealth Inc. | 44,338 | $611.9K | 0.18% | +3,167+7.7% | Added |
| Fayez Sarofim & Co | 44,056 | $614.1K | 0.00% | −517−1.2% | Reduced |
| Mirabella Financial Services LLP | 44,712 | $617.0K | 0.09% | +44,712 | New |
| EP Wealth Advisors, LLC | 45,062 | $621.9K | 0.01% | +14,198+46.0% | Added |
| IMC-Chicago, LLC | 45,077 | $622.1K | 0.02% | +45,077 | New |
| CWM, LLC | 45,131 | $623.0K | 0.00% | −16,853−27.2% | Reduced |
| Samalin Investment Counsel, LLC | 45,209 | $623.9K | 0.32% | −86−0.2% | Reduced |