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 |
|---|---|---|---|---|---|
| Clarity Asset Management, Inc. | 1,376 | $19.0K | 0.02% | +1,376 | New |
| Evermay Wealth Management LLC | 1,344 | $18.5K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,235 | $17.0K | 0.00% | +1,235 | New |
| Frazier Financial Advisors, LLC | 1,235 | $17.0K | 0.01% | +1,235 | New |
| Financial Connections Group, Inc. | 1,270 | $17.0K | 0.01% | +28+2.3% | Added |
| Sandy Spring Bank | 1,200 | $16.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,192 | $16.4K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,185 | $16.4K | 0.00% | +1,185 | New |
| Stone House Investment Management, LLC | 1,166 | $16.1K | 0.01% | +908+351.9% | Added |
| TSFG, LLC | 1,172 | $16.0K | 0.01% | −980−45.5% | Reduced |
| Boyd Watterson Asset Management LLC | 1,129 | $15.6K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,024 | $14.1K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,018 | $14.1K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,000 | $14.0K | 0.01% | +1,000 | New |
| DB Wealth Management Group, LLC | 1,000 | $13.8K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,000 | $13.8K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1,000 | $13.8K | 0.01% | +1,000 | New |
| Mark Sheptoff Financial Planning, LLC | 960 | $13.2K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 900 | $12.4K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 896 | $12.4K | 0.03% | +896 | New |
| JFS Wealth Advisors, LLC | 852 | $11.8K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 812 | $11.2K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 757 | $10.5K | 0.00% | +17+2.3% | Added |
| Caitlin John, LLC | 735 | $10.1K | 0.01% | +735 | New |
| American National Bank | 705 | $9.73K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 700 | $9.66K | 0.00% | +700 | New |
| Caldwell Trust Co | 695 | $9.59K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 680 | $9.38K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 661 | $9.12K | 0.00% | +335+102.8% | Added |
| Financial Management Professionals, Inc. | 633 | $9.00K | 0.00% | −100−13.6% | Reduced |
| Addison Advisors LLC | 640 | $8.83K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 600 | $8.33K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 602 | $8.31K | 0.00% | +602 | New |
| McGlone Suttner Wealth Management, Inc. | 594 | $8.20K | 0.00% | +594 | New |
| McIlrath & Eck, LLC | 583 | $8.04K | 0.00% | +583 | New |
| Resources Management Corp | 544 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 542 | $7.48K | 0.00% | +12+2.3% | Added |
| Crewe Advisors LLC | 537 | $7.41K | 0.00% | +133+32.9% | Added |
| Hoey Investments, Inc | 516 | $7.12K | 0.00% | −2,750−84.2% | Reduced |
| Annapolis Financial Services, LLC | 513 | $7.08K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 510 | $7.04K | 0.00% | −88−14.7% | Reduced |
| Park Place Capital Corp | 485 | $6.69K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 384 | $5.30K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 384 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 320 | $4.42K | 0.00% | +320 | New |
| Richard W. Paul & Associates, LLC | 300 | $4.14K | 0.00% | +300 | New |
| Covestor Ltd | 267 | $4.00K | 0.00% | −1−0.4% | Reduced |
| Chesapeake Asset Management LLC | 286 | $3.95K | 0.00% | +7+2.5% | Added |
| Burkett Financial Services, LLC | 262 | $3.61K | 0.00% | +262 | New |
| Atwood & Palmer Inc | 223 | $3.08K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 258 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 207 | $2.86K | 0.00% | +207 | New |
| Grove Bank & Trust | 172 | $2.37K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 126 | $1.74K | 0.00% | +126 | New |
| Mascoma Wealth Management LLC | 80 | $1.10K | 0.00% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −366,705−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −311,792−100.0% | Sold out |
| Key Colony Management, LLC | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Greystone Financial Group, LLC | 0 | $0 | 0.00% | −289,709−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −279,051−100.0% | Sold out |
| True North Advisors, LLC | 0 | $0 | 0.00% | −181,624−100.0% | Sold out |
| Secure Asset Management, LLC | 0 | $0 | 0.00% | −94,238−100.0% | Sold out |
| Donaldson Capital Management, LLC | 0 | $0 | 0.00% | −88,771−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −65,715−100.0% | Sold out |
| Callan Capital, LLC | 0 | $0 | 0.00% | −55,923−100.0% | Sold out |
| BlueSky Wealth Advisors, LLC | 0 | $0 | 0.00% | −52,460−100.0% | Sold out |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0 | $0 | 0.00% | −29,016−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −28,900−100.0% | Sold out |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −28,727−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −26,487−100.0% | Sold out |
| Bienville Capital Management, LLC | 0 | $0 | 0.00% | −25,406−100.0% | Sold out |
| KPP Advisory Services LLC | 0 | $0 | 0.00% | −23,175−100.0% | Sold out |
| Southland Equity Partners LLC | 0 | $0 | 0.00% | −22,330−100.0% | Sold out |
| Sepio Capital, LP | 0 | $0 | 0.00% | −20,201−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −19,838−100.0% | Sold out |
| Wescott Financial Advisory Group, LLC | 0 | $0 | 0.00% | −18,840−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −18,044−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −16,647−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −16,170−100.0% | Sold out |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −15,599−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −14,254−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −12,986−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −11,905−100.0% | Sold out |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −11,490−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −11,339−100.0% | Sold out |
| GYL Financial Synergies, LLC | 0 | $0 | 0.00% | −11,204−100.0% | Sold out |
| Thompson Davis & Co., Inc. | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
| StrategIQ Financial Group, LLC | 0 | $0 | 0.00% | −10,714−100.0% | Sold out |
| LBMC Investment Advisors, LLC | 0 | $0 | 0.00% | −10,568−100.0% | Sold out |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −10,212−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −4,416−100.0% | Sold out |
| BluePath Capital Management, LLC | 0 | $0 | 0.00% | −2,668−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,512−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −1,122−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −1,075−100.0% | Sold out |
| Hibernia Wealth Partners, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |