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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 255,098 | $3.52M | 0.14% | −3,964−1.5% | Reduced |
| Morningstar Investment Management LLC | 250,633 | $3.46M | 0.40% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 249,093 | $3.44M | 0.09% | +5,566+2.3% | Added |
| Cercano Management LLC | 246,125 | $3.40M | 0.11% | 00.0% | Unchanged |
| Anthracite Investment Company, Inc. | 239,210 | $3.30M | 2.13% | +239,210 | New |
| Pacer Advisors, Inc. | 237,753 | $3.28M | 0.01% | +102,283+75.5% | Added |
| Institutional & Family Asset Management, LLC | 237,268 | $3.27M | 0.54% | +38,220+19.2% | Added |
| BlackRock Inc. | 235,785 | $3.25M | 0.00% | +10,216+4.5% | Added |
| Empowered Funds, LLC | 235,608 | $3.25M | 0.08% | +235,608 | New |
| Old North State Wealth Management, LLC | 233,613 | $3.22M | 2.38% | +2,566+1.1% | Added |
| Independent Advisor Alliance | 232,773 | $3.21M | 0.12% | +12,967+5.9% | Added |
| Bahl & Gaynor Inc | 228,569 | $3.15M | 0.02% | +769+0.3% | Added |
| 180 Wealth Advisors, LLC | 227,004 | $3.15M | 0.63% | −288−0.1% | Reduced |
| American Assets Investment Management, LLC | 225,800 | $3.12M | 0.32% | 00.0% | Unchanged |
| Northern Right Capital Management, L.P. | 223,638 | $3.09M | 1.24% | −40,215−15.2% | Reduced |
| Warren Averett Asset Management, LLC | 222,531 | $3.07M | 0.12% | +222,531 | New |
| Cetera Investment Advisers | 218,220 | $3.01M | 0.02% | +2,923+1.4% | Added |
| Bramshill Investments, LLC | 218,115 | $3.01M | 0.30% | +218,115 | New |
| Fort Sheridan Advisors LLC | 215,945 | $2.98M | 0.59% | +11,872+5.8% | Added |
| Apollon Wealth Management, LLC | 213,906 | $2.95M | 0.10% | +19,894+10.3% | Added |
| Acadian Asset Management LLC | 213,072 | $2.94M | 0.01% | +202,257+1,870.2% | Added |
| D.A. Davidson & Co. | 208,553 | $2.88M | 0.03% | +58,147+38.7% | Added |
| Jefferies Financial Group Inc. | 208,527 | $2.88M | 0.05% | −10.0% | Reduced |
| Lincoln National Corp | 208,247 | $2.87M | 0.05% | +11,279+5.7% | Added |
| Cerity Partners LLC | 207,709 | $2.87M | 0.01% | +122,203+142.9% | Added |
| Sentinel Trust Co Lba | 207,000 | $2.86M | 0.38% | +207,000 | New |
| Fortem Financial Group, LLC | 205,632 | $2.84M | 1.41% | −10,194−4.7% | Reduced |
| Bluefin Capital Management, LLC | 202,993 | $2.80M | 0.25% | +57,393+39.4% | Added |
| Goldentree Asset Management LP | 201,343 | $2.78M | 0.29% | −34,700−14.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 201,180 | $2.78M | 2.81% | −121,351−37.6% | Reduced |
| Van Eck Associates Corp | 200,881 | $2.77M | 0.01% | +5,420+2.8% | Added |
| Franklin Resources Inc | 200,263 | $2.76M | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 195,473 | $2.70M | 0.34% | +1,811+0.9% | Added |
| Lavaca Capital LLC | 192,800 | $2.66M | 1.63% | −2,668−1.4% | Reduced |
| Venture Visionary Partners LLC | 192,760 | $2.66M | 0.14% | +1,927+1.0% | Added |
| Ieq Capital, LLC | 192,616 | $2.66M | 0.04% | +127,350+195.1% | Added |
| Wealthspire Advisors, LLC | 190,808 | $2.63M | 0.04% | +3,726+2.0% | Added |
| Pinnacle Holdings, LLC | 190,171 | $2.62M | 1.08% | +67,756+55.3% | Added |
| Basso Capital Management, L.P. | 188,500 | $2.60M | 2.71% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 187,328 | $2.59M | 0.04% | +17,248+10.1% | Added |
| Ingalls & Snyder LLC | 187,121 | $2.58M | 0.12% | −5,739−3.0% | Reduced |
| Cannell Peter B & Co Inc | 184,351 | $2.54M | 0.08% | +71,451+63.3% | Added |
| Brookstone Capital Management | 184,230 | $2.54M | 0.05% | +39,730+27.5% | Added |
| Horizon Kinetics Asset Management LLC | 179,905 | $2.48M | 0.05% | −1,403−0.8% | Reduced |
| Terril Brothers, Inc. | 178,102 | $2.46M | 0.87% | +1,552+0.9% | Added |
| Jump Financial, LLC | 177,700 | $2.45M | 0.08% | +177,700 | New |
| Monticello Wealth Management, LLC | 174,281 | $2.41M | 0.22% | +3,261+1.9% | Added |
| Botty Investors LLC | 172,570 | $2.38M | 0.99% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 171,484 | $2.37M | 0.11% | −9,542−5.3% | Reduced |
| Connectus Wealth, LLC | 171,229 | $2.36M | 0.05% | +4,571+2.7% | Added |
| Aurora Private Wealth, Inc. | 169,085 | $2.33M | 2.20% | +2,863+1.7% | Added |
| Icon Wealth Advisors, LLC | 168,226 | $2.32M | 0.24% | +168,226 | New |
| Jackson Hole Capital Partners, LLC | 166,271 | $2.29M | 0.58% | +1,000+0.6% | Added |
| Mercer Global Advisors Inc | 166,236 | $2.29M | 0.01% | +16,654+11.1% | Added |
| Beverly Hills Private Wealth, LLC | 166,191 | $2.29M | 0.60% | +1,039+0.6% | Added |
| Kornitzer Capital Management Inc | 162,600 | $2.24M | 0.04% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 161,749 | $2.23M | 0.50% | +161,749 | New |
| Howard Financial Services, Ltd. | 159,804 | $2.21M | 0.43% | −580.0% | Reduced |
| Chesley Taft & Associates LLC | 159,536 | $2.20M | 0.12% | +159,536 | New |
| Keybank National Association | 158,698 | $2.19M | 0.01% | +13,816+9.5% | Added |
| Raymond James Trust N.A. | 158,532 | $2.19M | 0.06% | +9,746+6.6% | Added |
| Wealthcare Advisory Partners LLC | 157,470 | $2.17M | 0.09% | +9,698+6.6% | Added |
| First Dallas Securities Inc. | 155,472 | $2.15M | 1.11% | +143,722+1,223.2% | Added |
| M&T Bank Corp | 153,566 | $2.12M | 0.01% | −638−0.4% | Reduced |
| Avantax Advisory Services, Inc. | 153,496 | $2.12M | 0.02% | −6,604−4.1% | Reduced |
| Summit Financial, LLC | 149,729 | $2.07M | 0.14% | +9,823+7.0% | Added |
| Northeast Financial Consultants Inc | 149,543 | $2.06M | 0.11% | +9,021+6.4% | Added |
| Mutual Advisors, LLC | 146,943 | $2.03M | 0.07% | +77,938+112.9% | Added |
| US Bancorp | 145,894 | $2.01M | 0.00% | +71,386+95.8% | Added |
| Turtle Creek Wealth Advisors, LLC | 145,132 | $2.00M | 0.59% | +145,132 | New |
| Clarus Group, Inc. | 144,178 | $1.99M | 1.51% | −11,983−7.7% | Reduced |
| CoreCap Advisors, LLC | 142,619 | $1.97M | 0.13% | +124,374+681.7% | Added |
| Northwestern Mutual Wealth Management Co | 142,230 | $1.96M | 0.00% | −12,565−8.1% | Reduced |
| Outfitter Financial LLC | 137,762 | $1.90M | 1.66% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 137,521 | $1.90M | 0.07% | +2,919+2.2% | Added |
| Redwood Wealth Management Group, LLC | 137,491 | $1.90M | 2.10% | +6,644+5.1% | Added |
| Global Retirement Partners, LLC | 135,148 | $1.88M | 0.08% | +1,923+1.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 136,000 | $1.88M | 0.00% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 134,031 | $1.85M | 1.05% | −1,514−1.1% | Reduced |
| Aveo Capital Partners, LLC | 133,559 | $1.84M | 0.22% | +1,663+1.3% | Added |
| Penn Mutual Asset Management, LLC | 133,500 | $1.84M | 1.42% | 00.0% | Unchanged |
| Kirr Marbach & Co LLC | 130,428 | $1.80M | 0.47% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 128,274 | $1.77M | 0.12% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 127,994 | $1.77M | 0.03% | +9,994+8.5% | Added |
| Rockwood Wealth Management, LLC | 127,421 | $1.76M | 0.26% | +23,718+22.9% | Added |
| Lindbrook Capital, LLC | 125,917 | $1.74M | 0.17% | −2,052−1.6% | Reduced |
| Kingsview Wealth Management, LLC | 122,864 | $1.70M | 0.05% | +36,432+42.2% | Added |
| Green Square Capital Advisors LLC | 121,165 | $1.67M | 0.23% | −14,000−10.4% | Reduced |
| Silvercrest Asset Management Group LLC | 120,881 | $1.67M | 0.01% | −8,957−6.9% | Reduced |
| Burford Brothers, Inc. | 120,822 | $1.67M | 1.18% | +120,822 | New |
| DRW Securities, LLC | 120,330 | $1.66M | 0.05% | +120,330 | New |
| Oxbow Advisors, LLC | 120,214 | $1.66M | 0.25% | +35,628+42.1% | Added |
| Geode Capital Management, LLC | 120,086 | $1.66M | 0.00% | +9,178+8.3% | Added |
| Fifth Third Bancorp | 119,802 | $1.65M | 0.01% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 118,350 | $1.63M | 1.42% | 00.0% | Unchanged |
| New Republic Capital, LLC | 115,973 | $1.60M | 1.14% | +220.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 115,287 | $1.59M | 0.14% | +27,241+30.9% | Added |
| Forum Financial Management, LP | 115,146 | $1.59M | 0.03% | −9,802−7.8% | Reduced |
| Harbour Investments, Inc. | 115,005 | $1.59M | 0.07% | −67,939−37.1% | Reduced |
| Pingora Partners LLC | 114,552 | $1.58M | 1.40% | +114,552 | New |