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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 26,097 | $360.1K | 0.01% | +480+1.9% | Added |
| Cooper Financial Group | 25,993 | $358.7K | 0.07% | +14,393+124.1% | Added |
| ARK & TLK Investments, LLC | 25,814 | $356.2K | 0.14% | +25,814 | New |
| Capital Advisory Group Advisory Services, LLC | 25,465 | $351.4K | 0.19% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 25,437 | $351.0K | 0.02% | −23,819−48.4% | Reduced |
| Checchi Capital Advisers, LLC | 25,270 | $348.7K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 25,155 | $347.1K | 0.01% | +1,508+6.4% | Added |
| American Institute for Advanced Investment Management, LLP | 24,988 | $344.8K | 0.30% | +888+3.7% | Added |
| Fidelis Capital Partners, LLC | 24,949 | $344.3K | 0.08% | +50+0.2% | Added |
| Hilltop Holdings Inc. | 24,858 | $343.0K | 0.04% | +1,450+6.2% | Added |
| Stokes Capital Advisors, LLC | 24,846 | $342.9K | 0.11% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 24,818 | $342.5K | 0.02% | +4,426+21.7% | Added |
| Arrow Investment Advisors, LLC | 24,767 | $341.8K | 0.30% | +11,755+90.3% | Added |
| Sabal Trust CO | 24,765 | $341.8K | 0.02% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 24,764 | $341.7K | 0.05% | +1,657+7.2% | Added |
| Atomi Financial Group, Inc. | 24,623 | $339.8K | 0.05% | +105+0.4% | Added |
| Merit Financial Group, LLC | 24,509 | $338.2K | 0.01% | +5,519+29.1% | Added |
| MV Capital Management, Inc. | 24,460 | $337.5K | 0.04% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 24,274 | $335.0K | 0.09% | +557+2.3% | Added |
| C2C Wealth Management, LLC | 24,326 | $335.0K | 0.28% | 00.0% | Unchanged |
| Wedmont Private Capital | 23,811 | $332.9K | 0.03% | +6,168+35.0% | Added |
| Verity & Verity, LLC | 23,978 | $330.9K | 0.04% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 23,680 | $326.8K | 0.12% | +23,680 | New |
| Principal Securities, Inc. | 23,637 | $326.2K | 0.01% | +23,637 | New |
| Woodward Diversified Capital, LLC | 23,636 | $326.2K | 0.20% | +112+0.5% | Added |
| Morling Financial Advisors, LLC | 23,620 | $326.0K | 0.26% | −4,475−15.9% | Reduced |
| Wetherby Asset Management Inc | 23,508 | $324.4K | 0.02% | +4,067+20.9% | Added |
| Jaffetilchin Investment Partners, LLC | 23,145 | $319.4K | 0.03% | +679+3.0% | Added |
| Van Cleef Asset Management,Inc | 23,025 | $317.7K | 0.04% | 00.0% | Unchanged |
| Vivaldi Asset Management, LLC | 22,837 | $315.2K | 0.02% | +7,354+47.5% | Added |
| Bogart Wealth, LLC | 22,720 | $313.5K | 0.02% | +492+2.2% | Added |
| E&G Advisors, LP | 22,687 | $313.1K | 0.11% | −359−1.6% | Reduced |
| Boston Private Wealth LLC | 22,597 | $311.8K | 0.01% | +4,306+23.5% | Added |
| Whitener Capital Management, Inc. | 22,558 | $311.3K | 0.11% | +508+2.3% | Added |
| Primoris Wealth Advisors, LLC | 22,500 | $310.5K | 0.29% | +22,500 | New |
| Modern Wealth Management, LLC | 22,428 | $309.5K | 0.04% | +22,428 | New |
| Legacy Financial Strategies, LLC | 22,392 | $309.0K | 0.09% | −999−4.3% | Reduced |
| Affinity Wealth Management LLC | 22,342 | $308.3K | 0.06% | 00.0% | Unchanged |
| Romano Brothers and Company | 22,139 | $305.5K | 0.05% | +4,277+23.9% | Added |
| Garrett Wealth Advisory Group, LLC | 22,133 | $305.4K | 0.13% | +20+0.1% | Added |
| Colony Group, LLC | 22,018 | $304.0K | 0.00% | +22,018 | New |
| Mosaic Family Wealth Partners, LLC | 21,953 | $302.9K | 0.05% | +23+0.1% | Added |
| Founders Financial Alliance, LLC | 21,914 | $302.4K | 0.12% | 00.0% | Unchanged |
| Heritage Trust Co | 21,887 | $302.0K | 0.04% | +2,880+15.2% | Added |
| Christopher J. Hasenberg, Inc | 21,841 | $301.4K | 0.17% | +21,841 | New |
| Derbend Asset Management | 21,730 | $299.9K | 0.17% | +11,296+108.3% | Added |
| Change Path, LLC | 21,669 | $299.0K | 0.02% | −75,674−77.7% | Reduced |
| Signature Wealth Management Partners, LLC | 21,572 | $297.7K | 0.26% | +346+1.6% | Added |
| 1st Source Bank | 21,444 | $295.9K | 0.02% | 00.0% | Unchanged |
| Camden Capital, LLC | 21,355 | $294.7K | 0.03% | +21,355 | New |
| Marathon Trading Investment Management LLC | 21,300 | $293.9K | 0.06% | +1,500+7.6% | Added |
| Chilton Capital Management LLC | 20,999 | $289.8K | 0.01% | +8,050+62.2% | Added |
| Belfer Management LLC | 20,963 | $289.3K | 6.11% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 20,948 | $289.1K | 0.01% | +1,023+5.1% | Added |
| Bleakley Financial Group, LLC | 20,948 | $289.1K | 0.01% | +1,023+5.1% | Added |
| Capital Market Strategies LLC | 20,931 | $288.8K | 0.25% | +1,608+8.3% | Added |
| Gray Wealth Management Inc. | 20,925 | $288.8K | 0.14% | +2,581+14.1% | Added |
| HBW Advisory Services LLC | 20,861 | $288.0K | 0.05% | +2,410+13.1% | Added |
| Focus Financial Network Inc | 20,842 | $287.6K | 0.01% | +20,842 | New |
| Financial Partners Group, Inc | 20,752 | $286.4K | 0.05% | +443+2.2% | Added |
| Tranquility Partners, LLC | 20,735 | $286.1K | 0.12% | −4,745−18.6% | Reduced |
| Good Life Advisors, LLC | 20,707 | $285.8K | 0.03% | +2,632+14.6% | Added |
| Atlas Private Wealth Advisors | 20,675 | $285.3K | 0.05% | +427+2.1% | Added |
| Farmers & Merchants Investments Inc | 20,646 | $284.9K | 0.01% | +1,899+10.1% | Added |
| Resources Investment Advisors, LLC. | 20,467 | $282.4K | 0.00% | +4,959+32.0% | Added |
| Sym Financial Corp | 20,341 | $280.7K | 0.05% | +41+0.2% | Added |
| MONECO Advisors, LLC | 20,321 | $280.4K | 0.05% | +118+0.6% | Added |
| Aldebaran Financial Inc. | 20,225 | $279.1K | 0.43% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 20,150 | $278.1K | 0.01% | +20,150 | New |
| Edgemoor Investment Advisors, Inc. | 20,140 | $277.9K | 0.03% | 00.0% | Unchanged |
| Searle & Co. | 20,119 | $277.6K | 0.08% | +5,174+34.6% | Added |
| WT Wealth Management | 20,113 | $277.6K | 0.11% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 20,043 | $276.6K | 0.21% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 20,001 | $276.0K | 0.06% | +10.0% | Added |
| Baird Financial Group, Inc. | 20,000 | $276.0K | 0.00% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 20,000 | $276.0K | 0.15% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 19,999 | $276.0K | 0.06% | +246+1.2% | Added |
| National Philanthropic Trust | 20,000 | $276.0K | 0.01% | +20,000 | New |
| Apollon Financial, LLC | 20,000 | $276.0K | 0.11% | +20,000 | New |
| Ameritas Advisory Services, LLC | 19,810 | $275.3K | 0.02% | −45,423−69.6% | Reduced |
| Mattern Capital Management, LLC | 19,897 | $274.6K | 0.04% | +6,003+43.2% | Added |
| Cadent Capital Advisors, LLC | 19,842 | $273.8K | 0.14% | +119+0.6% | Added |
| Umb Bank N A | 19,806 | $273.3K | 0.00% | −9,498−32.4% | Reduced |
| Marco Investment Management LLC | 19,789 | $273.1K | 0.03% | +5,430+37.8% | Added |
| Walled Lake Planning & Wealth Management, LLC | 19,626 | $270.8K | 0.13% | +3,650+22.8% | Added |
| Second Line Capital, LLC | 19,596 | $270.4K | 0.11% | +19,596 | New |
| FinTrust Capital Advisors, LLC | 19,501 | $269.1K | 0.05% | +500+2.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,429 | $268.1K | 0.01% | +332+1.7% | Added |
| Nwam LLC | 19,424 | $268.1K | 0.02% | +1,178+6.5% | Added |
| Cypress Capital Management LLC (WY) | 19,400 | $267.7K | 0.29% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 19,237 | $265.5K | 0.02% | +66+0.3% | Added |
| Sapient Capital LLC | 19,219 | $265.2K | 0.01% | +19,219 | New |
| Sage Capital Management, LLC | 19,181 | $264.7K | 0.16% | +19,181 | New |
| Walkner Condon Financial Advisors LLC | 19,163 | $264.4K | 0.06% | +1,438+8.1% | Added |
| Kennedy Investment Group | 19,073 | $263.2K | 0.15% | +417+2.2% | Added |
| Campbell Capital Management Inc | 19,000 | $262.0K | 0.12% | +19,000 | New |
| Poplar Forest Capital LLC | 18,950 | $261.5K | 0.04% | 00.0% | Unchanged |
| Adviser Investments LLC | 18,835 | $259.9K | 0.00% | +18,835 | New |
| Mission Wealth Management, LP | 18,759 | $258.9K | 0.01% | +1,429+8.2% | Added |
| Gamco Investors, Inc. Et Al | 18,755 | $258.8K | 0.00% | +18,755 | New |