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
- 1,055
- +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 | 1,304 | $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 |
|---|---|---|---|---|---|
| GFS Advisors, LLC | 60,000 | $828.0K | 0.12% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 60,000 | $828.0K | 0.35% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 59,575 | $822.1K | 0.13% | +180+0.3% | Added |
| Wedbush Securities Inc | 58,882 | $813.0K | 0.04% | +2,132+3.8% | Added |
| Personal Cfo Solutions, LLC | 58,800 | $811.4K | 0.14% | +340+0.6% | Added |
| Concurrent Investment Advisors, LLC | 58,651 | $809.4K | 0.04% | +58,651 | New |
| Covenant Asset Management, LLC | 57,678 | $796.0K | 0.22% | +5,937+11.5% | Added |
| First Trust Investment Solutions L.P. | 57,508 | $793.6K | 0.17% | +57,508 | New |
| PFG Advisors | 56,950 | $785.9K | 0.06% | −2,129−3.6% | Reduced |
| Pointe Capital Management LLC | 56,150 | $774.9K | 0.54% | +69+0.1% | Added |
| Olistico Wealth, LLC | 56,000 | $772.8K | 0.60% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 55,986 | $772.6K | 0.24% | +2,907+5.5% | Added |
| Paragon Capital Management Ltd | 55,890 | $771.3K | 0.16% | +55,890 | New |
| Gratus Capital LLC | 54,900 | $757.6K | 0.04% | +25,666+87.8% | Added |
| United Capital Financial Advisers, LLC | 54,598 | $753.5K | 0.01% | −75,560−58.1% | Reduced |
| Argent Advisors, Inc. | 54,268 | $748.9K | 0.33% | −8,000−12.8% | Reduced |
| NBC Securities, Inc. | 54,040 | $745.0K | 0.08% | −948−1.7% | Reduced |
| BLB&B Advisors, LLC | 53,972 | $744.8K | 0.05% | 00.0% | Unchanged |
| F&V Capital Management, LLC | 53,687 | $741.0K | 0.24% | +4,140+8.4% | Added |
| Newbridge Financial Services Group, Inc. | 53,572 | $739.3K | 0.36% | +21,606+67.6% | Added |
| HFG Advisors, Inc. | 53,485 | $738.1K | 0.71% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 53,361 | $736.4K | 0.06% | −26,513−33.2% | Reduced |
| Coastal Investment Advisors, Inc. | 53,269 | $735.1K | 0.17% | +15,763+42.0% | Added |
| Avion Wealth | 53,191 | $734.0K | 0.21% | +156+0.3% | Added |
| Main Street Financial Solutions, LLC | 53,079 | $732.5K | 0.09% | +1,751+3.4% | Added |
| StoneX Group Inc. | 52,287 | $721.6K | 0.07% | +3,792+7.8% | Added |
| Holderness Investments Co | 52,019 | $717.9K | 0.20% | +1,750+3.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 51,848 | $715.5K | 0.00% | −444−0.8% | Reduced |
| Compass Financial Group, INC | 51,846 | $715.5K | 0.19% | −627−1.2% | Reduced |
| Bridgewater Advisors Inc. | 51,804 | $714.9K | 0.11% | +1,632+3.3% | Added |
| J.W. Cole Advisors, Inc. | 51,757 | $714.3K | 0.04% | +14,182+37.7% | Added |
| First Manhattan Co | 51,724 | $713.8K | 0.00% | +324+0.6% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 51,336 | $708.4K | 0.32% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 51,302 | $708.0K | 0.08% | +51,302 | New |
| Chase Investment Counsel Corp | 51,039 | $704.0K | 0.31% | +880+1.8% | Added |
| Stablepoint Partners, LLC | 50,999 | $703.8K | 0.18% | +50,999 | New |
| Sound View Wealth Advisors Group, LLC | 50,022 | $690.3K | 0.08% | +5,017+11.1% | Added |
| Citizens Business Bank | 50,000 | $690.0K | 0.15% | +50,000 | New |
| Pathway Financial Advisers, LLC | 49,865 | $688.1K | 0.26% | +13,906+38.7% | Added |
| BBR Partners, LLC | 49,643 | $685.1K | 0.07% | +750+1.5% | Added |
| Synovus Financial Corp | 49,551 | $683.8K | 0.01% | −40,741−45.1% | Reduced |
| Wellington Shields & Co., LLC | 49,527 | $683.5K | 0.25% | +805+1.7% | Added |
| Wealth Alliance | 49,063 | $677.1K | 0.09% | −622−1.3% | Reduced |
| Zega Financial, LLC | 48,428 | $668.3K | 0.28% | +48,428 | New |
| Elequin Capital LP | 47,821 | $659.9K | 0.20% | +47,821 | New |
| Sanders Morris Harris LLC | 47,156 | $658.6K | 0.32% | −23,369−33.1% | Reduced |
| InterOcean Capital Group, LLC | 47,697 | $658.2K | 0.02% | +918+2.0% | Added |
| KCM Investment Advisors LLC | 47,000 | $648.6K | 0.03% | +1,300+2.8% | Added |
| 9258 Wealth Management, LLC | 46,735 | $644.9K | 0.11% | +46,735 | New |
| Pinnacle Associates Ltd | 46,642 | $643.7K | 0.01% | −130.0% | Reduced |
| IFG Advisory, LLC | 46,299 | $638.9K | 0.05% | −5,000−9.7% | Reduced |
| BancorpSouth Bank | 46,245 | $638.2K | 0.05% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 46,034 | $635.3K | 0.14% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 45,770 | $631.6K | 0.04% | +10,350+29.2% | Added |
| Thoroughbred Financial Services, LLC | 45,665 | $630.0K | 0.05% | −20,333−30.8% | Reduced |
| Joseph P. Lucia & Associates, LLC | 45,490 | $627.8K | 0.39% | +6,235+15.9% | Added |
| Samalin Investment Counsel, LLC | 45,209 | $623.9K | 0.32% | −86−0.2% | Reduced |
| CWM, LLC | 45,131 | $623.0K | 0.00% | −16,853−27.2% | Reduced |
| IMC-Chicago, LLC | 45,077 | $622.1K | 0.02% | +45,077 | New |
| EP Wealth Advisors, LLC | 45,062 | $621.9K | 0.01% | +14,198+46.0% | Added |
| Mirabella Financial Services LLP | 44,712 | $617.0K | 0.09% | +44,712 | New |
| Fayez Sarofim & Co | 44,056 | $614.1K | 0.00% | −517−1.2% | Reduced |
| Waterfront Wealth Inc. | 44,338 | $611.9K | 0.18% | +3,167+7.7% | Added |
| Stratos Wealth Advisors, LLC | 44,114 | $608.8K | 0.04% | +18,309+71.0% | Added |
| Advisor OS, LLC | 44,000 | $607.2K | 0.08% | −952−2.1% | Reduced |
| Pinnacle Financial Partners Inc | 43,859 | $605.3K | 0.01% | +348+0.8% | Added |
| Arete Wealth Advisors, LLC | 43,792 | $604.6K | 0.05% | +43,792 | New |
| Chicago Capital, LLC | 43,716 | $603.3K | 0.02% | +43,716 | New |
| PFG Investments, LLC | 43,567 | $601.2K | 0.11% | +1,854+4.4% | Added |
| Independent Wealth Network Inc. | 43,424 | $599.3K | 0.32% | +426+1.0% | Added |
| Invenio Wealth Partners LLC | 43,216 | $596.4K | 0.43% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 43,174 | $595.8K | 0.41% | +167+0.4% | Added |
| Walleye Trading LLC | 43,124 | $595.1K | 0.01% | −489,440−91.9% | Reduced |
| Lee Financial Co | 42,999 | $593.4K | 0.10% | +3,417+8.6% | Added |
| Morton Capital Management LLC | 42,927 | $592.4K | 0.18% | +785+1.9% | Added |
| Bessemer Group Inc | 42,771 | $590.0K | 0.00% | +10,267+31.6% | Added |
| Empire Financial Management Company, LLC | 42,500 | $586.5K | 0.23% | 00.0% | Unchanged |
| HWG Holdings LP | 42,409 | $585.2K | 0.27% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 42,272 | $583.4K | 0.12% | −217−0.5% | Reduced |
| XML Financial, LLC | 42,262 | $583.2K | 0.06% | +1,179+2.9% | Added |
| Gladstone Institutional Advisory LLC | 42,225 | $582.7K | 0.03% | +9,343+28.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 41,959 | $579.0K | 0.04% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 42,700 | $579.0K | 0.01% | −96,972−69.4% | Reduced |
| MMBG Investment Advisors Co. | 41,905 | $578.3K | 0.07% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 41,896 | $578.2K | 0.02% | −1,266−2.9% | Reduced |
| Bouchey Financial Group Ltd | 41,402 | $571.3K | 0.06% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 41,379 | $571.0K | 0.04% | +41,379 | New |
| Modus Advisors, LLC | 41,302 | $570.0K | 0.23% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 41,056 | $566.6K | 0.37% | −148−0.4% | Reduced |
| Levin Capital Strategies, L.P. | 41,000 | $565.8K | 0.06% | +8,000+24.2% | Added |
| Ashford Capital Management Inc | 40,843 | $563.6K | 0.08% | +5,000+13.9% | Added |
| Empirical Asset Management, LLC | 40,588 | $560.1K | 0.46% | +40,588 | New |
| Mitchell McLeod Pugh & Williams Inc | 40,135 | $553.9K | 0.15% | 00.0% | Unchanged |
| McDonald Partners LLC | 40,011 | $552.1K | 0.16% | +40,011 | New |
| Quaker Capital Investments, LLC | 40,000 | $552.0K | 0.20% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 39,102 | $539.6K | 0.10% | +2,526+6.9% | Added |
| Samjo Management, LLC | 39,000 | $538.2K | 0.19% | +39,000 | New |
| Mather Group, LLC. | 38,617 | $532.9K | 0.01% | −2,120−5.2% | Reduced |
| Wealthstar Advisors, LLC | 38,474 | $530.9K | 0.20% | +19,470+102.5% | Added |
| Doliver Advisors, LP | 38,446 | $530.6K | 0.16% | −600−1.5% | Reduced |