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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2023: 1,056 institutions
Q1 2021: 738 institutionsQ2 2021: 752 institutionsQ3 2021: 773 institutionsQ4 2021: 811 institutionsQ1 2022: 829 institutionsQ2 2022: 845 institutionsQ3 2022: 854 institutionsQ4 2022: 915 institutionsQ1 2023: 932 institutionsQ2 2023: 955 institutionsQ3 2023: 965 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,059 institutionsQ2 2024: 1,081 institutionsQ3 2024: 1,100 institutionsQ4 2024: 1,206 institutionsQ1 2025: 1,215 institutionsQ2 2025: 1,235 institutionsQ3 2025: 1,226 institutionsQ4 2025: 1,262 institutionsQ1 2026: 1,304 institutionsQ2 2026: 1,304 institutions
Value heldQ4 2023: $15.8B
Q1 2021: $7.83BQ2 2021: $10.8BQ3 2021: $9.79BQ4 2021: $9.66BQ1 2022: $13.6BQ2 2022: $12.0BQ3 2022: $13.0BQ4 2022: $13.7BQ1 2023: $13.8BQ2 2023: $13.7BQ3 2023: $15.1BQ4 2023: $15.8BQ1 2024: $17.7BQ2 2024: $18.2BQ3 2024: $18.1BQ4 2024: $22.4BQ1 2025: $20.5BQ2 2025: $19.6BQ3 2025: $17.9BQ4 2025: $16.9BQ1 2026: $20.9BQ2 2026: $21.1B
Institutions holding ET and their total value by quarter
QuarterHoldersValue
Q2 20261,304$21.1B
Q1 20261,304$20.9B
Q4 20251,262$16.9B
Q3 20251,226$17.9B
Q2 20251,235$19.6B
Q1 20251,215$20.5B
Q4 20241,206$22.4B
Q3 20241,100$18.1B
Q2 20241,081$18.2B
Q1 20241,059$17.7B
Q4 20231,056$15.8B
Q3 2023965$15.1B
Q2 2023955$13.7B
Q1 2023932$13.8B
Q4 2022915$13.7B
Q3 2022854$13.0B
Q2 2022845$12.0B
Q1 2022829$13.6B
Q4 2021811$9.66B
Q3 2021773$9.79B
Q2 2021752$10.8B
Q1 2021738$7.83B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q3 2023.

Institutions holding ET in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Act Wealth Management, LLC18,620$257.0K0.14%00.0%Unchanged
HAP Trading, LLC18,575$256.3K0.08%−10,478−36.1%Reduced
Opus Capital Group, LLC18,399$254.0K0.04%00.0%Unchanged
Laidlaw Wealth Management LLC18,400$253.9K0.09%+3,550+23.9%Added
Foster Victor Wealth Advisors, LLC18,036$252.1K0.03%+1,012+5.9%Added
RiverGlades Family Offices LLC17,850$251.5K0.20%00.0%Unchanged
Yarger Wealth Strategies, LLC18,218$251.4K0.20%+418+2.3%Added
Hoylecohen, LLC18,215$251.4K0.02%00.0%Unchanged
Salvus Wealth Management, LLC18,156$250.6K0.18%00.0%Unchanged
WCG Wealth Advisors LLC18,100$250.0K0.02%−1,010−5.3%Reduced
Brave Asset Management Inc18,000$248.4K0.07%00.0%Unchanged
Integrated Advisors Network LLC17,938$247.5K0.01%−152−0.8%Reduced
Dudley Capital Management, LLC17,887$246.8K0.16%−560−3.0%Reduced
Schulhoff & Co Inc17,802$245.7K0.12%+17,802New
Alterity Financial Group, LLC17,800$245.6K0.35%+1,500+9.2%Added
Grey Fox Wealth Advisors, LLC17,792$245.5K0.11%+141+0.8%Added
Am Investment Strategies LLC17,728$245.0K0.07%+1,546+9.6%Added
Harmony Asset Management LLC17,654$243.6K0.10%+17,654New
HTLF Bank17,649$243.6K0.03%+17,649New
RiverTree Advisors, LLC17,500$241.5K0.16%00.0%Unchanged
Capasso Planning Partners LLC17,500$241.5K0.11%00.0%Unchanged
Mayflower Financial Advisors, LLC17,436$240.6K0.03%−465−2.6%Reduced
Parkside Financial Bank & Trust17,436$240.6K0.04%+1,996+12.9%Added
Ironwood Investment Counsel, LLC17,319$239.0K0.04%+17,319New
First United Bank Trust17,300$238.7K0.10%+17,300New
Steward Partners Investment Solutions, LLC17,251$238.1K0.10%+17,251New
FDx Advisors, Inc.17,263$238.0K0.02%+1,341+8.4%Added
Aire Advisors, LLC17,109$236.1K0.06%−2,165−11.2%Reduced
Van Hulzen Asset Management, LLC17,120$236.0K0.02%00.0%Unchanged
Canton Hathaway, LLC17,000$235.0K0.07%+17,000New
Leisure Capital Management17,000$234.6K0.13%00.0%Unchanged
Caldwell Sutter Capital, Inc.16,965$234.1K0.12%+60.0%Added
Gateway Wealth Partners, LLC16,961$234.1K0.09%+16,961New
Alpine Global Management, LLC16,932$233.7K0.06%+16,932New
Register Financial Advisors LLC16,911$233.4K0.16%+1,661+10.9%Added
Larson Financial Group LLC16,893$233.1K0.02%+3,324+24.5%Added
Granite Group Advisors, LLC15,400$231.2K0.16%+15,400New
Total Clarity Wealth Management, Inc.16,638$229.6K0.09%−506−3.0%Reduced
TD Waterhouse Canada Inc.16,489$228.5K0.00%−855−4.9%Reduced
GDS Wealth Management16,560$228.5K0.03%+16,560New
Novare Capital Management LLC16,433$226.8K0.02%00.0%Unchanged
Professional Financial Advisors, LLC16,401$226.3K0.07%+16,401New
Fairman Group, LLC16,300$224.9K0.22%+16,300New
Summit Trail Advisors, LLC16,258$224.4K0.01%+600+3.8%Added
Burney Co16,246$224.2K0.01%00.0%Unchanged
TradeLink Capital LLC16,200$224.0K3.15%+16,200New
Baker Tilly Wealth Management, LLC16,186$223.4K0.04%−38−0.2%Reduced
Future Financial Wealth Managment LLC16,133$222.6K0.22%+114+0.7%Added
Redhawk Wealth Advisors, Inc.16,051$221.5K0.04%+224+1.4%Added
Helen Stephens Group, LLC16,040$221.4K0.10%00.0%Unchanged
Centaurus Financial, Inc.16,015$221.0K0.02%+4,993+45.3%Added
Consilium Wealth Advisory, LLC16,000$220.8K0.13%00.0%Unchanged
Wesbanco Bank Inc15,942$220.0K0.01%−2,076−11.5%Reduced
Ethos Financial Group, LLC15,866$219.0K0.05%+753+5.0%Added
Private Client Services, LLC15,734$217.1K0.18%+15,734New
Silverleafe Capital Partners, LLC15,715$216.9K0.10%+654+4.3%Added
HBK Sorce Advisory LLC15,670$216.2K0.01%−1,306−7.7%Reduced
Amplius Wealth Advisors, LLC15,667$216.2K0.03%−168−1.1%Reduced
CFO4Life Group, LLC15,648$215.9K0.04%+50.0%Added
Conservest Capital Advisors, Inc.15,592$215.2K0.02%+89+0.6%Added
SkyOak Wealth, LLC15,590$215.1K0.06%−150−1.0%Reduced
First National Trust Co15,587$215.1K0.01%+1,000+6.9%Added
Regent Peak Wealth Advisors LLC15,540$214.5K0.06%00.0%Unchanged
Saxony Capital Management, LLC15,518$214.1K0.28%+15,518New
McIntyre Freedman & Flynn Investment Advisers Inc15,490$213.8K0.17%+15,490New
SFM, LLC15,391$212.4K0.18%+15,391New
Peapack Gladstone Financial Corp15,320$212.0K0.00%−728−4.5%Reduced
Magnus Financial Group LLC15,325$211.5K0.03%+2,574+20.2%Added
First PREMIER Bank15,288$211.0K0.06%00.0%Unchanged
Daymark Wealth Partners, LLC15,267$210.7K0.01%+1,689+12.4%Added
Strategic Blueprint, LLC15,178$209.5K0.02%+15,178New
Tiaa Trust, National Association15,148$209.0K0.00%−2,642−14.9%Reduced
Wade G W & Inc15,103$208.0K0.01%−131−0.9%Reduced
Perennial Investment Advisors, LLC15,048$207.7K0.03%+127+0.9%Added
Shapiro Capital Management LLC15,000$207.0K0.01%−536−3.5%Reduced
Zazove Associates LLC15,000$207.0K0.03%00.0%Unchanged
Westwood Wealth Management15,000$207.0K0.16%+2,000+15.4%Added
JFG Wealth Management, LLC15,000$207.0K0.06%+15,000New
Carl Stuart Investment Advisor, Inc14,994$206.9K0.14%+253+1.7%Added
Capital Investment Advisory Services, LLC14,834$204.7K0.02%−1,474−9.0%Reduced
First Financial Bankshares Inc14,814$204.4K0.00%+14,814New
Lion Street Advisors, LLC14,638$202.0K0.08%+354+2.5%Added
Whalerock Point Partners, LLC14,600$201.5K0.06%00.0%Unchanged
First Horizon Advisors, Inc.14,596$201.4K0.01%+2,712+22.8%Added
CMG Global Holdings, LLC13,926$200.8K0.15%+1,117+8.7%Added
Hollow Brook Wealth Management LLC14,470$199.7K0.08%00.0%Unchanged
Hollencrest Capital Management14,379$198.4K0.02%+1,634+12.8%Added
Cary Street Partner Investment Advisory LLC14,356$198.1K0.01%+9,600+201.9%Added
Viawealth, LLC14,353$198.1K0.14%+319+2.3%Added
Verdence Capital Advisors LLC14,333$197.8K0.02%+516+3.7%Added
Core Wealth Partners LLC14,288$197.2K0.16%+1,529+12.0%Added
Trueblood Wealth Management, LLC14,180$195.7K0.12%+14,180New
EverSource Wealth Advisors, LLC14,138$195.1K0.02%−264−1.8%Reduced
Invst, LLC13,964$195.1K0.02%+425+3.1%Added
Hemington Wealth Management13,952$193.0K0.07%00.0%Unchanged
Ulland Investment Advisors, LLC14,000$193.0K0.19%+9,500+211.1%Added
Nalls Sherbakoff Group, LLC13,898$191.8K0.17%+24+0.2%Added
Smithfield Trust Co13,731$190.0K0.01%00.0%Unchanged
Mill Creek Capital Advisors, LLC13,767$190.0K0.01%00.0%Unchanged
Fortitude Advisory Group L.L.C.13,669$188.6K0.11%+13,669New