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 |
|---|---|---|---|---|---|
| Parkwood LLC | 79,621 | $1.10M | 0.18% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 80,991 | $1.12M | 0.02% | −13,115−13.9% | Reduced |
| Independent Financial Group, LLC | 81,358 | $1.12M | 0.06% | −13,773−14.5% | Reduced |
| Snowden Capital Advisors LLC | 81,550 | $1.13M | 0.04% | +14,530+21.7% | Added |
| Addis & Hill, Inc | 72,653 | $1.13M | 1.01% | +72,653 | New |
| Kovack Advisors, Inc. | 83,420 | $1.15M | 0.14% | +6,346+8.2% | Added |
| Summit Financial Strategies, Inc. | 84,007 | $1.16M | 0.18% | 00.0% | Unchanged |
| Bank of Montreal | 84,175 | $1.16M | 0.00% | +13,804+19.6% | Added |
| Baugh & Associates, LLC | 84,882 | $1.17M | 0.67% | +27,792+48.7% | Added |
| Bridges Investment Management Inc | 85,260 | $1.18M | 0.04% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 85,994 | $1.19M | 0.56% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 86,000 | $1.19M | 0.18% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 86,226 | $1.19M | 0.10% | −3,306−3.7% | Reduced |
| Stockman Wealth Management, Inc. | 86,916 | $1.20M | 0.24% | +28,048+47.6% | Added |
| Cascade Investment Group, Inc. | 87,361 | $1.21M | 0.97% | +4,750+5.7% | Added |
| Formidable Asset Management, LLC | 87,395 | $1.21M | 0.26% | −2,082−2.3% | Reduced |
| Kercheville Advisors, LLC | 88,500 | $1.22M | 0.69% | −43,500−33.0% | Reduced |
| Sigma Planning Corp | 89,820 | $1.24M | 0.10% | +16,939+23.2% | Added |
| Wellington Shields Capital Management, LLC | 91,794 | $1.27M | 0.16% | −22,078−19.4% | Reduced |
| Edge Capital Group, LLC | 92,464 | $1.28M | 0.07% | +260.0% | Added |
| Equitable Holdings, Inc. | 92,828 | $1.28M | 0.02% | +6,431+7.4% | Added |
| Quadrant Capital Group LLC | 93,818 | $1.29M | 0.11% | +1,250+1.4% | Added |
| Haverford Trust Co | 94,128 | $1.30M | 0.01% | −300−0.3% | Reduced |
| Legacy Advisors, LLC | 94,338 | $1.30M | 0.17% | +1,817+2.0% | Added |
| Penbrook Management LLC | 94,611 | $1.31M | 0.88% | +72,493+327.8% | Added |
| Selway Asset Management | 94,900 | $1.31M | 0.55% | 00.0% | Unchanged |
| Atria Investments LLC | 95,682 | $1.32M | 0.02% | +2,705+2.9% | Added |
| Quantum Private Wealth, LLC | 96,183 | $1.33M | 0.56% | +10,733+12.6% | Added |
| Belpointe Asset Management LLC | 96,795 | $1.34M | 0.12% | +15,643+19.3% | Added |
| VELA Investment Management, LLC | 97,118 | $1.34M | 0.54% | −25,596−20.9% | Reduced |
| Griffin Asset Management, Inc. | 98,020 | $1.35M | 0.17% | +10,757+12.3% | Added |
| Foundations Investment Advisors, LLC | 94,337 | $1.36M | 0.04% | −10,813−10.3% | Reduced |
| LexAurum Advisors, LLC | 98,809 | $1.36M | 0.36% | +103+0.1% | Added |
| Massachusetts Financial Services Co | 99,110 | $1.37M | 0.00% | +99,110 | New |
| Royal Fund Management, LLC | 99,941 | $1.38M | 0.17% | +4,770+5.0% | Added |
| Taconic Capital Advisors LP | 100,000 | $1.38M | 0.13% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 100,233 | $1.38M | 0.01% | +4,463+4.7% | Added |
| Millennium Capital Advisors, LLC | 100,503 | $1.39M | 1.06% | +402+0.4% | Added |
| Intellectus Partners, LLC | 102,545 | $1.42M | 0.41% | +7,599+8.0% | Added |
| TCW Group Inc | 103,400 | $1.43M | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 104,520 | $1.44M | 0.01% | +59,115+130.2% | Added |
| Mizuho Markets Americas LLC | 105,261 | $1.45M | 0.04% | +983+0.9% | Added |
| Aull & Monroe Investment Management Corp | 105,350 | $1.45M | 0.72% | +906+0.9% | Added |
| Cresset Asset Management, LLC | 106,678 | $1.47M | 0.01% | +53,410+100.3% | Added |
| Meridian Wealth Management, LLC | 106,912 | $1.48M | 0.09% | +8,694+8.9% | Added |
| Dynamic Advisor Solutions LLC | 106,328 | $1.48M | 0.06% | +24,156+29.4% | Added |
| GraniteShares Advisors LLC | 107,593 | $1.48M | 1.34% | −11,223−9.4% | Reduced |
| Jacobi Capital Management LLC | 108,307 | $1.49M | 0.15% | −641−0.6% | Reduced |
| Spire Wealth Management | 108,848 | $1.50M | 0.05% | +21,894+25.2% | Added |
| Chapin Davis, Inc. | 108,828 | $1.50M | 0.63% | −10,121−8.5% | Reduced |
| Adell Harriman & Carpenter Inc | 111,304 | $1.54M | 0.14% | +55,579+99.7% | Added |
| Custom Index Systems, LLC | 111,917 | $1.54M | 0.97% | +111,917 | New |
| Albert D Mason Inc | 112,985 | $1.56M | 1.03% | +2,080+1.9% | Added |
| MML Investors Services, LLC | 113,078 | $1.56M | 0.01% | +3,378+3.1% | Added |
| Nokomis Capital, L.L.C. | 113,679 | $1.57M | 0.60% | −53,300−31.9% | Reduced |
| Finer Wealth Management, Inc. | 114,489 | $1.58M | 1.18% | +24,253+26.9% | Added |
| Pingora Partners LLC | 114,552 | $1.58M | 1.40% | +114,552 | New |
| Harbour Investments, Inc. | 115,005 | $1.59M | 0.07% | −67,939−37.1% | Reduced |
| Forum Financial Management, LP | 115,146 | $1.59M | 0.03% | −9,802−7.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 115,287 | $1.59M | 0.14% | +27,241+30.9% | Added |
| New Republic Capital, LLC | 115,973 | $1.60M | 1.14% | +220.0% | Added |
| Chiron Capital Management, LLC | 118,350 | $1.63M | 1.42% | 00.0% | Unchanged |
| Fifth Third Bancorp | 119,802 | $1.65M | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 120,086 | $1.66M | 0.00% | +9,178+8.3% | Added |
| Oxbow Advisors, LLC | 120,214 | $1.66M | 0.25% | +35,628+42.1% | Added |
| DRW Securities, LLC | 120,330 | $1.66M | 0.05% | +120,330 | New |
| Burford Brothers, Inc. | 120,822 | $1.67M | 1.18% | +120,822 | New |
| Silvercrest Asset Management Group LLC | 120,881 | $1.67M | 0.01% | −8,957−6.9% | Reduced |
| Green Square Capital Advisors LLC | 121,165 | $1.67M | 0.23% | −14,000−10.4% | Reduced |
| Kingsview Wealth Management, LLC | 122,864 | $1.70M | 0.05% | +36,432+42.2% | Added |
| Lindbrook Capital, LLC | 125,917 | $1.74M | 0.17% | −2,052−1.6% | Reduced |
| Rockwood Wealth Management, LLC | 127,421 | $1.76M | 0.26% | +23,718+22.9% | Added |
| Cullen/Frost Bankers, Inc. | 127,994 | $1.77M | 0.03% | +9,994+8.5% | Added |
| Cobblestone Capital Advisors LLC | 128,274 | $1.77M | 0.12% | 00.0% | Unchanged |
| Kirr Marbach & Co LLC | 130,428 | $1.80M | 0.47% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 133,500 | $1.84M | 1.42% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 133,559 | $1.84M | 0.22% | +1,663+1.3% | Added |
| Autumn Glory Partners, LLC | 134,031 | $1.85M | 1.05% | −1,514−1.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 136,000 | $1.88M | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 135,148 | $1.88M | 0.08% | +1,923+1.4% | Added |
| Redwood Wealth Management Group, LLC | 137,491 | $1.90M | 2.10% | +6,644+5.1% | Added |
| Great Valley Advisor Group, Inc. | 137,521 | $1.90M | 0.07% | +2,919+2.2% | Added |
| Outfitter Financial LLC | 137,762 | $1.90M | 1.66% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 142,230 | $1.96M | 0.00% | −12,565−8.1% | Reduced |
| CoreCap Advisors, LLC | 142,619 | $1.97M | 0.13% | +124,374+681.7% | Added |
| Clarus Group, Inc. | 144,178 | $1.99M | 1.51% | −11,983−7.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 145,132 | $2.00M | 0.59% | +145,132 | New |
| US Bancorp | 145,894 | $2.01M | 0.00% | +71,386+95.8% | Added |
| Mutual Advisors, LLC | 146,943 | $2.03M | 0.07% | +77,938+112.9% | Added |
| Northeast Financial Consultants Inc | 149,543 | $2.06M | 0.11% | +9,021+6.4% | Added |
| Summit Financial, LLC | 149,729 | $2.07M | 0.14% | +9,823+7.0% | Added |
| Avantax Advisory Services, Inc. | 153,496 | $2.12M | 0.02% | −6,604−4.1% | Reduced |
| M&T Bank Corp | 153,566 | $2.12M | 0.01% | −638−0.4% | Reduced |
| First Dallas Securities Inc. | 155,472 | $2.15M | 1.11% | +143,722+1,223.2% | Added |
| Wealthcare Advisory Partners LLC | 157,470 | $2.17M | 0.09% | +9,698+6.6% | Added |
| Raymond James Trust N.A. | 158,532 | $2.19M | 0.06% | +9,746+6.6% | Added |
| Keybank National Association | 158,698 | $2.19M | 0.01% | +13,816+9.5% | Added |
| Chesley Taft & Associates LLC | 159,536 | $2.20M | 0.12% | +159,536 | New |
| Howard Financial Services, Ltd. | 159,804 | $2.21M | 0.43% | −580.0% | Reduced |
| CFM Wealth Partners LLC | 161,749 | $2.23M | 0.50% | +161,749 | New |