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; 1,303 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
- 1,055
- +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
- 478 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 | 1,303 | $21.1B |
| Q1 2026 | 1,303 | $20.9B |
| Q4 2025 | 1,261 | $16.9B |
| Q3 2025 | 1,225 | $17.9B |
| Q2 2025 | 1,234 | $19.6B |
| Q1 2025 | 1,214 | $20.5B |
| Q4 2024 | 1,205 | $22.4B |
| Q3 2024 | 1,099 | $18.1B |
| Q2 2024 | 1,080 | $18.2B |
| Q1 2024 | 1,058 | $17.7B |
| Q4 2023 | 1,055 | $15.8B |
| Q3 2023 | 964 | $15.1B |
| Q2 2023 | 954 | $13.7B |
| Q1 2023 | 931 | $13.8B |
| Q4 2022 | 914 | $13.7B |
| Q3 2022 | 853 | $13.0B |
| Q2 2022 | 844 | $12.0B |
| Q1 2022 | 828 | $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 |
|---|---|---|---|---|---|
| AllSquare Wealth Management LLC | 8,621 | $119.0K | 0.07% | +621+7.8% | Added |
| Abich Financial Wealth Management LLC | 8,503 | $117.3K | 0.11% | +8,503 | New |
| American Capital Advisory, LLC | 8,495 | $117.2K | 0.08% | +8,495 | New |
| MCF Advisors LLC | 8,388 | $115.8K | 0.01% | +30.0% | Added |
| Montag A & Associates Inc | 8,307 | $114.6K | 0.01% | +8,307 | New |
| Riggs Asset Managment Co. Inc. | 7,929 | $109.4K | 0.03% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 7,910 | $109.2K | 0.05% | +7,910 | New |
| Nemes Rush Group LLC | 7,729 | $106.7K | 0.02% | +7,707+35,031.8% | Added |
| Trifecta Capital Advisors, LLC | 7,700 | $106.3K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 7,599 | $104.9K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 7,115 | $98.2K | 0.03% | +7,115 | New |
| Baystate Wealth Management LLC | 6,800 | $93.8K | 0.01% | +6,800 | New |
| HHM Wealth Advisors, LLC | 6,755 | $93.2K | 0.02% | +1,177+21.1% | Added |
| Tompkins Financial Corp | 6,555 | $90.5K | 0.01% | +1,055+19.2% | Added |
| Retirement Group, LLC | 6,527 | $90.1K | 0.04% | +1,263+24.0% | Added |
| Motco | 6,425 | $88.7K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 6,356 | $87.7K | 0.04% | +4,956+354.0% | Added |
| AlphaCore Capital LLC | 6,308 | $87.0K | 0.01% | −4,434−41.3% | Reduced |
| PEAK6 Investments LLC | 6,272 | $86.6K | 0.00% | +6,272 | New |
| Oliver Lagore Vanvalin Investment Group | 5,797 | $80.0K | 0.03% | +52+0.9% | Added |
| Tyler-Stone Wealth Management | 5,741 | $79.2K | 0.04% | +2,070+56.4% | Added |
| Norwood Financial Corp | 5,649 | $78.0K | 0.12% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 5,206 | $71.8K | 0.00% | +3,930+308.0% | Added |
| Proffitt & Goodson Inc | 5,196 | $71.7K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 5,190 | $71.6K | 0.02% | +105+2.1% | Added |
| City Holding Co | 4,963 | $68.5K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 4,500 | $62.1K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 4,484 | $61.9K | 0.00% | +1,673+59.5% | Added |
| Estabrook Capital Management | 4,451 | $61.4K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 4,424 | $61.1K | 0.04% | +4,424 | New |
| Global Trust Asset Management, LLC | 4,300 | $59.3K | 0.03% | +800+22.9% | Added |
| Quent Capital, LLC | 4,282 | $59.1K | 0.01% | +98+2.3% | Added |
| Venturi Wealth Management, LLC | 4,173 | $57.6K | 0.00% | +4+0.1% | Added |
| Plante Moran Financial Advisors, LLC | 4,170 | $57.5K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 4,131 | $57.0K | 0.00% | −547−11.7% | Reduced |
| Lummis Asset Management, LP | 4,070 | $56.2K | 0.04% | +4,070 | New |
| Mechanics Financial Corp | 4,000 | $55.2K | 0.03% | −1,703−29.9% | Reduced |
| Godsey & Gibb Associates | 4,000 | $55.2K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 3,873 | $53.4K | 0.04% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 3,850 | $53.1K | 0.01% | +250+6.9% | Added |
| Colonial Trust Advisors | 3,840 | $53.0K | 0.01% | −2,694−41.2% | Reduced |
| LGT Financial Advisors LLC | 3,752 | $51.8K | 0.06% | −114−2.9% | Reduced |
| JNBA Financial Advisors | 3,709 | $51.2K | 0.01% | +3,687+16,759.1% | Added |
| Atticus Wealth Management, LLC | 3,703 | $51.1K | 0.02% | +59+1.6% | Added |
| Sittner & Nelson, LLC | 3,600 | $49.7K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,500 | $48.3K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 3,400 | $46.9K | 0.01% | +51+1.5% | Added |
| Toth Financial Advisory Corp | 3,267 | $45.1K | 0.01% | +2,481+315.6% | Added |
| Rational Advisors LLC | 3,238 | $44.7K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 3,192 | $44.0K | 0.03% | +3,000+1,562.5% | Added |
| Wolff Wiese Magana LLC | 3,179 | $43.9K | 0.04% | +165+5.5% | Added |
| Carolinas Wealth Consulting LLC | 3,172 | $43.8K | 0.01% | −9,938−75.8% | Reduced |
| Albion Financial Group | 3,132 | $43.2K | 0.00% | +3,132 | New |
| Rosenberg Matthew Hamilton | 3,109 | $42.9K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 3,089 | $42.6K | 0.02% | −1,322−30.0% | Reduced |
| Adirondack Trust Co | 2,900 | $42.5K | 0.02% | +2,900 | New |
| Garner Asset Management Corp | 3,000 | $41.6K | 0.02% | +3,000 | New |
| Essex Investment Management Co LLC | 2,987 | $41.2K | 0.01% | −1,000−25.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3,025 | $41.0K | 0.01% | +560+22.7% | Added |
| Planned Solutions, Inc. | 2,931 | $40.4K | 0.02% | +2,931 | New |
| Activest Wealth Management | 2,909 | $40.1K | 0.02% | +736+33.9% | Added |
| Fortitude Family Office, LLC | 2,896 | $40.0K | 0.03% | +2,896 | New |
| Kozak & Associates, Inc. | 2,841 | $39.5K | 0.01% | +63+2.3% | Added |
| Beacon Capital Management, LLC | 2,800 | $39.3K | 0.01% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 2,603 | $37.3K | 0.03% | +2,603 | New |
| Community Bank, N.A. | 2,651 | $36.6K | 0.00% | +951+55.9% | Added |
| Ronald Blue Trust, Inc. | 2,541 | $36.0K | 0.00% | +86+3.5% | Added |
| Harbor Investment Advisory, LLC | 2,500 | $34.5K | 0.00% | +750+42.9% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 2,500 | $34.5K | 0.03% | +2,500 | New |
| Main Street Group, LTD | 2,499 | $34.5K | 0.01% | +2,499 | New |
| Tucker Asset Management LLC | 2,479 | $34.2K | 0.01% | +192+8.4% | Added |
| HBC Financial Services, PLLC | 2,500 | $34.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 2,425 | $33.5K | 0.01% | +2,425 | New |
| Asset Dedication, LLC | 2,298 | $31.0K | 0.00% | +1,274+124.4% | Added |
| Cherry Tree Wealth Management, LLC | 2,211 | $30.5K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 2,192 | $30.3K | 0.01% | −131,130−98.4% | Reduced |
| Capital Advisors, Ltd. LLC | 2,155 | $30.0K | 0.00% | +48+2.3% | Added |
| Financial Freedom, LLC | 2,155 | $29.7K | 0.02% | +50+2.4% | Added |
| Ancora Advisors, LLC | 2,135 | $29.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,042 | $28.2K | 0.00% | +1,885+1,200.6% | Added |
| Rise Advisors, LLC | 1,978 | $27.3K | 0.02% | +927+88.2% | Added |
| Hanson & Doremus Investment Management | 1,952 | $27.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,953 | $27.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,920 | $26.5K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,896 | $26.2K | 0.01% | +117+6.6% | Added |
| Northwest Financial Advisors | 1,820 | $25.1K | 0.02% | +1,820 | New |
| Peoples Financial Services Corp. | 1,792 | $24.7K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,756 | $24.2K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,725 | $23.8K | 0.00% | −86−4.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,685 | $23.3K | 0.01% | +39+2.4% | Added |
| Carmichael Hill & Associates, Inc. | 1,594 | $22.0K | 0.01% | −3,000−65.3% | Reduced |
| Focused Wealth Management, Inc | 1,559 | $21.5K | 0.00% | −630−28.8% | Reduced |
| Johnson Financial Group, Inc. | 1,553 | $21.4K | 0.00% | +1,553 | New |
| Sawyer & Company, Inc | 1,500 | $21.0K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 1,500 | $21.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,515 | $20.9K | 0.00% | +11+0.7% | Added |
| SOA Wealth Advisors, LLC. | 1,500 | $20.7K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 1,500 | $20.7K | 0.01% | +1,500 | New |
| Armstrong Advisory Group, Inc | 1,433 | $19.8K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 1,399 | $19.3K | 0.00% | 00.0% | Unchanged |