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 |
|---|---|---|---|---|---|
| Finer Wealth Management, Inc. | 114,489 | $1.58M | 1.18% | +24,253+26.9% | Added |
| Nokomis Capital, L.L.C. | 113,679 | $1.57M | 0.60% | −53,300−31.9% | Reduced |
| MML Investors Services, LLC | 113,078 | $1.56M | 0.01% | +3,378+3.1% | Added |
| Albert D Mason Inc | 112,985 | $1.56M | 1.03% | +2,080+1.9% | Added |
| Custom Index Systems, LLC | 111,917 | $1.54M | 0.97% | +111,917 | New |
| Adell Harriman & Carpenter Inc | 111,304 | $1.54M | 0.14% | +55,579+99.7% | Added |
| Chapin Davis, Inc. | 108,828 | $1.50M | 0.63% | −10,121−8.5% | Reduced |
| Spire Wealth Management | 108,848 | $1.50M | 0.05% | +21,894+25.2% | Added |
| Jacobi Capital Management LLC | 108,307 | $1.49M | 0.15% | −641−0.6% | Reduced |
| GraniteShares Advisors LLC | 107,593 | $1.48M | 1.34% | −11,223−9.4% | Reduced |
| Dynamic Advisor Solutions LLC | 106,328 | $1.48M | 0.06% | +24,156+29.4% | Added |
| Meridian Wealth Management, LLC | 106,912 | $1.48M | 0.09% | +8,694+8.9% | Added |
| Cresset Asset Management, LLC | 106,678 | $1.47M | 0.01% | +53,410+100.3% | Added |
| Aull & Monroe Investment Management Corp | 105,350 | $1.45M | 0.72% | +906+0.9% | Added |
| Mizuho Markets Americas LLC | 105,261 | $1.45M | 0.04% | +983+0.9% | Added |
| Davenport & Co LLC | 104,520 | $1.44M | 0.01% | +59,115+130.2% | Added |
| TCW Group Inc | 103,400 | $1.43M | 0.02% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 102,545 | $1.42M | 0.41% | +7,599+8.0% | Added |
| Millennium Capital Advisors, LLC | 100,503 | $1.39M | 1.06% | +402+0.4% | Added |
| Wolverine Trading, LLC | 100,233 | $1.38M | 0.01% | +4,463+4.7% | Added |
| Taconic Capital Advisors LP | 100,000 | $1.38M | 0.13% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 99,941 | $1.38M | 0.17% | +4,770+5.0% | Added |
| Massachusetts Financial Services Co | 99,110 | $1.37M | 0.00% | +99,110 | New |
| LexAurum Advisors, LLC | 98,809 | $1.36M | 0.36% | +103+0.1% | Added |
| Foundations Investment Advisors, LLC | 94,337 | $1.36M | 0.04% | −10,813−10.3% | Reduced |
| Griffin Asset Management, Inc. | 98,020 | $1.35M | 0.17% | +10,757+12.3% | Added |
| VELA Investment Management, LLC | 97,118 | $1.34M | 0.54% | −25,596−20.9% | Reduced |
| Belpointe Asset Management LLC | 96,795 | $1.34M | 0.12% | +15,643+19.3% | Added |
| Quantum Private Wealth, LLC | 96,183 | $1.33M | 0.56% | +10,733+12.6% | Added |
| Atria Investments LLC | 95,682 | $1.32M | 0.02% | +2,705+2.9% | Added |
| Selway Asset Management | 94,900 | $1.31M | 0.55% | 00.0% | Unchanged |
| Penbrook Management LLC | 94,611 | $1.31M | 0.88% | +72,493+327.8% | Added |
| Legacy Advisors, LLC | 94,338 | $1.30M | 0.17% | +1,817+2.0% | Added |
| Haverford Trust Co | 94,128 | $1.30M | 0.01% | −300−0.3% | Reduced |
| Quadrant Capital Group LLC | 93,818 | $1.29M | 0.11% | +1,250+1.4% | Added |
| Equitable Holdings, Inc. | 92,828 | $1.28M | 0.02% | +6,431+7.4% | Added |
| Edge Capital Group, LLC | 92,464 | $1.28M | 0.07% | +260.0% | Added |
| Wellington Shields Capital Management, LLC | 91,794 | $1.27M | 0.16% | −22,078−19.4% | Reduced |
| Sigma Planning Corp | 89,820 | $1.24M | 0.10% | +16,939+23.2% | Added |
| Kercheville Advisors, LLC | 88,500 | $1.22M | 0.69% | −43,500−33.0% | Reduced |
| Formidable Asset Management, LLC | 87,395 | $1.21M | 0.26% | −2,082−2.3% | Reduced |
| Cascade Investment Group, Inc. | 87,361 | $1.21M | 0.97% | +4,750+5.7% | Added |
| Stockman Wealth Management, Inc. | 86,916 | $1.20M | 0.24% | +28,048+47.6% | Added |
| Sonora Investment Management Group, LLC | 86,226 | $1.19M | 0.10% | −3,306−3.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 86,000 | $1.19M | 0.18% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 85,994 | $1.19M | 0.56% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 85,260 | $1.18M | 0.04% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 84,882 | $1.17M | 0.67% | +27,792+48.7% | Added |
| Bank of Montreal | 84,175 | $1.16M | 0.00% | +13,804+19.6% | Added |
| Summit Financial Strategies, Inc. | 84,007 | $1.16M | 0.18% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 83,420 | $1.15M | 0.14% | +6,346+8.2% | Added |
| Addis & Hill, Inc | 72,653 | $1.13M | 1.01% | +72,653 | New |
| Snowden Capital Advisors LLC | 81,550 | $1.13M | 0.04% | +14,530+21.7% | Added |
| Independent Financial Group, LLC | 81,358 | $1.12M | 0.06% | −13,773−14.5% | Reduced |
| Congress Wealth Management LLC | 80,991 | $1.12M | 0.02% | −13,115−13.9% | Reduced |
| Parkwood LLC | 79,621 | $1.10M | 0.18% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 79,407 | $1.10M | 0.02% | +8,351+11.8% | Added |
| Bank of New York Mellon Corp | 78,924 | $1.09M | 0.00% | +1,171+1.5% | Added |
| Intrua Financial, LLC | 78,539 | $1.08M | 0.17% | +4,584+6.2% | Added |
| Geneos Wealth Management Inc. | 78,192 | $1.08M | 0.05% | −14,655−15.8% | Reduced |
| McAdam, LLC | 78,051 | $1.08M | 0.08% | +310.0% | Added |
| Ziegler Capital Management, LLC | 77,933 | $1.08M | 0.05% | −2,008−2.5% | Reduced |
| Founders Financial Securities LLC | 77,895 | $1.07M | 0.12% | +1,171+1.5% | Added |
| Transcend Wealth Collective, LLC | 77,731 | $1.07M | 0.10% | +7,887+11.3% | Added |
| Toroso Investments, LLC | 76,347 | $1.05M | 0.03% | −3,225−4.1% | Reduced |
| Ninepoint Partners LP | 76,215 | $1.05M | 0.15% | −13,230−14.8% | Reduced |
| GFG Capital, LLC | 75,840 | $1.05M | 0.28% | 00.0% | Unchanged |
| National Bank of Canada | 74,723 | $1.04M | 0.00% | −3,630−4.6% | Reduced |
| RMB Capital Management, LLC | 74,695 | $1.03M | 0.03% | +15,330+25.8% | Added |
| Ellsworth Advisors, LLC | 73,239 | $1.01M | 0.32% | +6,425+9.6% | Added |
| Kestra Advisory Services, LLC | 71,905 | $992.3K | 0.01% | +71,905 | New |
| MidWestOne Financial Group, Inc. | 71,111 | $981.3K | 0.19% | −13,130−15.6% | Reduced |
| Platform Technology Partners | 69,441 | $978.4K | 0.38% | +460+0.7% | Added |
| Grey Street Capital, LLC | 69,765 | $962.8K | 0.46% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 69,530 | $959.5K | 0.13% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 68,407 | $944.0K | 0.02% | −1,841−2.6% | Reduced |
| SEI Investments Co | 68,027 | $938.8K | 0.00% | +19,187+39.3% | Added |
| Western Wealth Management, LLC | 67,236 | $927.9K | 0.07% | +6,893+11.4% | Added |
| Anchor Investment Management, LLC | 67,130 | $926.4K | 0.11% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 66,950 | $923.9K | 0.03% | +17,114+34.3% | Added |
| Linscomb & Williams, Inc. | 66,858 | $922.6K | 0.05% | +3,134+4.9% | Added |
| Wagner Wealth Management, LLC | 66,149 | $912.9K | 0.31% | +4,726+7.7% | Added |
| Birch Capital Management, LLC | 66,045 | $911.4K | 0.52% | −10.0% | Reduced |
| Monetary Management Group Inc | 66,000 | $910.8K | 0.28% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 65,000 | $897.0K | 0.65% | +65,000 | New |
| Disciplined Investments, LLC | 64,997 | $897.0K | 0.53% | +4,753+7.9% | Added |
| Guggenheim Capital LLC | 64,504 | $890.2K | 0.01% | +26,212+68.5% | Added |
| Buckingham Strategic Wealth, LLC | 63,279 | $873.3K | 0.01% | +819+1.3% | Added |
| FourThought Financial Partners, LLC | 62,791 | $866.5K | 0.11% | +3,496+5.9% | Added |
| Banco Santander, S.A. | 62,150 | $857.7K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 62,080 | $857.0K | 0.07% | +4,190+7.2% | Added |
| Cullen Investment Group, Ltd. | 61,700 | $851.5K | 0.15% | +61,700 | New |
| Level Four Advisory Services, LLC | 61,607 | $850.2K | 0.05% | +3,804+6.6% | Added |
| Pensionmark Financial Group, LLC | 61,186 | $844.4K | 0.11% | −7,894−11.4% | Reduced |
| Waterloo Capital, L.P. | 61,162 | $844.0K | 0.14% | +47,529+348.6% | Added |
| Meridian Wealth Advisors, LLC | 61,054 | $842.5K | 0.18% | −170.0% | Reduced |
| Gibraltar Capital Management, Inc. | 60,823 | $839.4K | 0.36% | −13,047−17.7% | Reduced |
| Bard Financial Services, Inc. | 60,750 | $838.4K | 0.09% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 60,561 | $835.7K | 0.20% | +2,593+4.5% | Added |
| Cornerstone Advisory, LLC | 60,451 | $834.2K | 0.13% | +6,881+12.8% | Added |