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 |
|---|---|---|---|---|---|
| Joseph P. Lucia & Associates, LLC | 45,490 | $627.8K | 0.39% | +6,235+15.9% | Added |
| Thoroughbred Financial Services, LLC | 45,665 | $630.0K | 0.05% | −20,333−30.8% | Reduced |
| Highland Capital Management, LLC | 45,770 | $631.6K | 0.04% | +10,350+29.2% | Added |
| Thrive Wealth Management, LLC | 46,034 | $635.3K | 0.14% | 00.0% | Unchanged |
| BancorpSouth Bank | 46,245 | $638.2K | 0.05% | 00.0% | Unchanged |
| IFG Advisory, LLC | 46,299 | $638.9K | 0.05% | −5,000−9.7% | Reduced |
| Pinnacle Associates Ltd | 46,642 | $643.7K | 0.01% | −130.0% | Reduced |
| 9258 Wealth Management, LLC | 46,735 | $644.9K | 0.11% | +46,735 | New |
| KCM Investment Advisors LLC | 47,000 | $648.6K | 0.03% | +1,300+2.8% | Added |
| InterOcean Capital Group, LLC | 47,697 | $658.2K | 0.02% | +918+2.0% | Added |
| Sanders Morris Harris LLC | 47,156 | $658.6K | 0.32% | −23,369−33.1% | Reduced |
| Elequin Capital LP | 47,821 | $659.9K | 0.20% | +47,821 | New |
| Zega Financial, LLC | 48,428 | $668.3K | 0.28% | +48,428 | New |
| Wealth Alliance | 49,063 | $677.1K | 0.09% | −622−1.3% | Reduced |
| Wellington Shields & Co., LLC | 49,527 | $683.5K | 0.25% | +805+1.7% | Added |
| Synovus Financial Corp | 49,551 | $683.8K | 0.01% | −40,741−45.1% | Reduced |
| BBR Partners, LLC | 49,643 | $685.1K | 0.07% | +750+1.5% | Added |
| Pathway Financial Advisers, LLC | 49,865 | $688.1K | 0.26% | +13,906+38.7% | Added |
| Citizens Business Bank | 50,000 | $690.0K | 0.15% | +50,000 | New |
| Sound View Wealth Advisors Group, LLC | 50,022 | $690.3K | 0.08% | +5,017+11.1% | Added |
| Stablepoint Partners, LLC | 50,999 | $703.8K | 0.18% | +50,999 | New |
| Chase Investment Counsel Corp | 51,039 | $704.0K | 0.31% | +880+1.8% | Added |
| Kingswood Wealth Advisors, LLC | 51,302 | $708.0K | 0.08% | +51,302 | New |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 51,336 | $708.4K | 0.32% | 00.0% | Unchanged |
| First Manhattan Co | 51,724 | $713.8K | 0.00% | +324+0.6% | Added |
| J.W. Cole Advisors, Inc. | 51,757 | $714.3K | 0.04% | +14,182+37.7% | Added |
| Bridgewater Advisors Inc. | 51,804 | $714.9K | 0.11% | +1,632+3.3% | Added |
| Compass Financial Group, INC | 51,846 | $715.5K | 0.19% | −627−1.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 51,848 | $715.5K | 0.00% | −444−0.8% | Reduced |
| Holderness Investments Co | 52,019 | $717.9K | 0.20% | +1,750+3.5% | Added |
| StoneX Group Inc. | 52,287 | $721.6K | 0.07% | +3,792+7.8% | Added |
| Main Street Financial Solutions, LLC | 53,079 | $732.5K | 0.09% | +1,751+3.4% | Added |
| Avion Wealth | 53,191 | $734.0K | 0.21% | +156+0.3% | Added |
| Coastal Investment Advisors, Inc. | 53,269 | $735.1K | 0.17% | +15,763+42.0% | Added |
| Moody National Bank Trust Division | 53,361 | $736.4K | 0.06% | −26,513−33.2% | Reduced |
| HFG Advisors, Inc. | 53,485 | $738.1K | 0.71% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 53,572 | $739.3K | 0.36% | +21,606+67.6% | Added |
| F&V Capital Management, LLC | 53,687 | $741.0K | 0.24% | +4,140+8.4% | Added |
| BLB&B Advisors, LLC | 53,972 | $744.8K | 0.05% | 00.0% | Unchanged |
| NBC Securities, Inc. | 54,040 | $745.0K | 0.08% | −948−1.7% | Reduced |
| Argent Advisors, Inc. | 54,268 | $748.9K | 0.33% | −8,000−12.8% | Reduced |
| United Capital Financial Advisers, LLC | 54,598 | $753.5K | 0.01% | −75,560−58.1% | Reduced |
| Gratus Capital LLC | 54,900 | $757.6K | 0.04% | +25,666+87.8% | Added |
| Paragon Capital Management Ltd | 55,890 | $771.3K | 0.16% | +55,890 | New |
| Donoghue Forlines LLC | 55,986 | $772.6K | 0.24% | +2,907+5.5% | Added |
| Olistico Wealth, LLC | 56,000 | $772.8K | 0.60% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 56,150 | $774.9K | 0.54% | +69+0.1% | Added |
| PFG Advisors | 56,950 | $785.9K | 0.06% | −2,129−3.6% | Reduced |
| First Trust Investment Solutions L.P. | 57,508 | $793.6K | 0.17% | +57,508 | New |
| Covenant Asset Management, LLC | 57,678 | $796.0K | 0.22% | +5,937+11.5% | Added |
| Concurrent Investment Advisors, LLC | 58,651 | $809.4K | 0.04% | +58,651 | New |
| Personal Cfo Solutions, LLC | 58,800 | $811.4K | 0.14% | +340+0.6% | Added |
| Wedbush Securities Inc | 58,882 | $813.0K | 0.04% | +2,132+3.8% | Added |
| Nilsine Partners, LLC | 59,575 | $822.1K | 0.13% | +180+0.3% | Added |
| GFS Advisors, LLC | 60,000 | $828.0K | 0.12% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 60,000 | $828.0K | 0.35% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 60,451 | $834.2K | 0.13% | +6,881+12.8% | Added |
| Sweet Financial Partners, LLC | 60,561 | $835.7K | 0.20% | +2,593+4.5% | Added |
| Bard Financial Services, Inc. | 60,750 | $838.4K | 0.09% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 60,823 | $839.4K | 0.36% | −13,047−17.7% | Reduced |
| Meridian Wealth Advisors, LLC | 61,054 | $842.5K | 0.18% | −170.0% | Reduced |
| Waterloo Capital, L.P. | 61,162 | $844.0K | 0.14% | +47,529+348.6% | Added |
| Pensionmark Financial Group, LLC | 61,186 | $844.4K | 0.11% | −7,894−11.4% | Reduced |
| Level Four Advisory Services, LLC | 61,607 | $850.2K | 0.05% | +3,804+6.6% | Added |
| Cullen Investment Group, Ltd. | 61,700 | $851.5K | 0.15% | +61,700 | New |
| Virtu Financial LLC | 62,080 | $857.0K | 0.07% | +4,190+7.2% | Added |
| Banco Santander, S.A. | 62,150 | $857.7K | 0.01% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 62,791 | $866.5K | 0.11% | +3,496+5.9% | Added |
| Buckingham Strategic Wealth, LLC | 63,279 | $873.3K | 0.01% | +819+1.3% | Added |
| Guggenheim Capital LLC | 64,504 | $890.2K | 0.01% | +26,212+68.5% | Added |
| Disciplined Investments, LLC | 64,997 | $897.0K | 0.53% | +4,753+7.9% | Added |
| Sutton Place Investors LLC | 65,000 | $897.0K | 0.65% | +65,000 | New |
| Monetary Management Group Inc | 66,000 | $910.8K | 0.28% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 66,045 | $911.4K | 0.52% | −10.0% | Reduced |
| Wagner Wealth Management, LLC | 66,149 | $912.9K | 0.31% | +4,726+7.7% | Added |
| Linscomb & Williams, Inc. | 66,858 | $922.6K | 0.05% | +3,134+4.9% | Added |
| Axxcess Wealth Management, LLC | 66,950 | $923.9K | 0.03% | +17,114+34.3% | Added |
| Anchor Investment Management, LLC | 67,130 | $926.4K | 0.11% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 67,236 | $927.9K | 0.07% | +6,893+11.4% | Added |
| SEI Investments Co | 68,027 | $938.8K | 0.00% | +19,187+39.3% | Added |
| NewEdge Wealth, LLC | 68,407 | $944.0K | 0.02% | −1,841−2.6% | Reduced |
| Stokes Family Office, LLC | 69,530 | $959.5K | 0.13% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 69,765 | $962.8K | 0.46% | 00.0% | Unchanged |
| Platform Technology Partners | 69,441 | $978.4K | 0.38% | +460+0.7% | Added |
| MidWestOne Financial Group, Inc. | 71,111 | $981.3K | 0.19% | −13,130−15.6% | Reduced |
| Kestra Advisory Services, LLC | 71,905 | $992.3K | 0.01% | +71,905 | New |
| Ellsworth Advisors, LLC | 73,239 | $1.01M | 0.32% | +6,425+9.6% | Added |
| RMB Capital Management, LLC | 74,695 | $1.03M | 0.03% | +15,330+25.8% | Added |
| National Bank of Canada | 74,723 | $1.04M | 0.00% | −3,630−4.6% | Reduced |
| GFG Capital, LLC | 75,840 | $1.05M | 0.28% | 00.0% | Unchanged |
| Ninepoint Partners LP | 76,215 | $1.05M | 0.15% | −13,230−14.8% | Reduced |
| Toroso Investments, LLC | 76,347 | $1.05M | 0.03% | −3,225−4.1% | Reduced |
| Transcend Wealth Collective, LLC | 77,731 | $1.07M | 0.10% | +7,887+11.3% | Added |
| Founders Financial Securities LLC | 77,895 | $1.07M | 0.12% | +1,171+1.5% | Added |
| Ziegler Capital Management, LLC | 77,933 | $1.08M | 0.05% | −2,008−2.5% | Reduced |
| McAdam, LLC | 78,051 | $1.08M | 0.08% | +310.0% | Added |
| Geneos Wealth Management Inc. | 78,192 | $1.08M | 0.05% | −14,655−15.8% | Reduced |
| Intrua Financial, LLC | 78,539 | $1.08M | 0.17% | +4,584+6.2% | Added |
| Bank of New York Mellon Corp | 78,924 | $1.09M | 0.00% | +1,171+1.5% | Added |
| HB Wealth Management, LLC | 79,407 | $1.10M | 0.02% | +8,351+11.8% | Added |