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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; 1,303 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: 1,055 institutions
Q1 2021: 738 institutionsQ2 2021: 752 institutionsQ3 2021: 773 institutionsQ4 2021: 811 institutionsQ1 2022: 828 institutionsQ2 2022: 844 institutionsQ3 2022: 853 institutionsQ4 2022: 914 institutionsQ1 2023: 931 institutionsQ2 2023: 954 institutionsQ3 2023: 964 institutionsQ4 2023: 1,055 institutionsQ1 2024: 1,058 institutionsQ2 2024: 1,080 institutionsQ3 2024: 1,099 institutionsQ4 2024: 1,205 institutionsQ1 2025: 1,214 institutionsQ2 2025: 1,234 institutionsQ3 2025: 1,225 institutionsQ4 2025: 1,261 institutionsQ1 2026: 1,303 institutionsQ2 2026: 1,303 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 20261,303$21.1B
Q1 20261,303$20.9B
Q4 20251,261$16.9B
Q3 20251,225$17.9B
Q2 20251,234$19.6B
Q1 20251,214$20.5B
Q4 20241,205$22.4B
Q3 20241,099$18.1B
Q2 20241,080$18.2B
Q1 20241,058$17.7B
Q4 20231,055$15.8B
Q3 2023964$15.1B
Q2 2023954$13.7B
Q1 2023931$13.8B
Q4 2022914$13.7B
Q3 2022853$13.0B
Q2 2022844$12.0B
Q1 2022828$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
Avantax Planning Partners, Inc.13,611$187.8K0.01%+10+0.1%Added
Probity Advisors, Inc.13,514$186.5K0.04%+83+0.6%Added
Financial Counselors Inc13,449$185.6K0.00%+790+6.2%Added
HM Payson & Co13,442$185.5K0.00%00.0%Unchanged
GM Advisory Group, Inc.13,420$185.2K0.01%+330+2.5%Added
ICA Group Wealth Management, LLC13,394$184.8K0.04%+13,394New
Proequities, Inc.13,327$183.9K0.01%+1,145+9.4%Added
Easterly Investment Partners LLC13,279$183.3K0.02%00.0%Unchanged
Clifford Swan Investment Counsel LLC13,263$183.0K0.01%00.0%Unchanged
Cumberland Advisors Inc13,209$182.3K0.08%00.0%Unchanged
Resonant Capital Advisors, LLC13,180$181.9K0.02%00.0%Unchanged
Fairfield, Bush & Co.13,161$181.6K0.11%−300−2.2%Reduced
Country Club Bank13,146$181.0K0.01%+103+0.8%Added
Scissortail Wealth Management, LLC12,453$180.9K0.06%+12,453New
Proficio Capital Partners LLC13,083$180.6K0.02%+13,083New
Allen Mooney & Barnes Investment Advisors LLC13,047$180.0K0.03%+23+0.2%Added
Wolff Financial Management LLC13,047$180.0K0.06%+23+0.2%Added
Tempus Wealth Planning, LLC13,000$179.4K0.08%+13,000New
Ruggaard & Associates LLC12,987$179.2K0.09%00.0%Unchanged
Firethorn Wealth Partners, LLC12,981$179.1K0.12%+12,981New
Fisher Asset Management, LLC12,945$178.6K0.00%−5,389−29.4%Reduced
Concord Wealth Partners12,910$178.2K0.04%−839−6.1%Reduced
Icapital Wealth LLC12,906$178.1K0.12%+12,906New
Busey Wealth Management12,600$173.9K0.01%−3,577−22.1%Reduced
Hancock Whitney Corp12,600$173.9K0.01%−60−0.5%Reduced
Ellis Investment Partners, LLC12,595$173.8K0.04%+185+1.5%Added
Wealthsource Partners, LLC12,578$173.6K0.01%+225+1.8%Added
Marcum Wealth, LLC12,570$173.5K0.02%−1,526−10.8%Reduced
Private Trust Co NA12,544$173.1K0.02%00.0%Unchanged
Cullinan Associates Inc12,520$172.8K0.01%00.0%Unchanged
Woodstock Corp12,500$172.5K0.02%00.0%Unchanged
Shepherd Financial Partners LLC12,451$171.8K0.02%+278+2.3%Added
Strategic Advocates LLC12,376$170.8K0.07%+1,794+17.0%Added
Catalina Capital Group, LLC12,226$168.7K0.13%+12,226New
Jmac Enterprises LLC12,218$168.6K0.04%+12,218New
Creative Financial Designs Inc12,210$168.5K0.02%+350+3.0%Added
Delap Wealth Advisory, LLC12,201$168.4K0.08%+271+2.3%Added
Herold Advisors, Inc.12,084$166.8K0.05%+9+0.1%Added
Tower Research Capital LLC (TRC)12,083$166.7K0.00%−14,737−54.9%Reduced
Capstone Financial Advisors, Inc.12,041$166.2K0.01%+931+8.4%Added
Madison Park Capital Advisors, LLC12,000$165.6K0.16%+12,000New
Hall Laurie J Trustee12,004$165.0K0.06%00.0%Unchanged
David Loasby11,734$163.7K0.02%+470+4.2%Added
Federation des caisses Desjardins du Quebec11,855$163.6K0.00%+4,220+55.3%Added
Douglass Winthrop Advisors, LLC11,850$163.5K0.00%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co11,817$163.1K0.04%+3,485+41.8%Added
Koshinski Asset Management, Inc.11,761$162.3K0.02%+11,761New
Walker Asset Management, LLC11,648$160.7K0.12%+200+1.7%Added
American Financial Advisors, LLC11,593$160.0K0.02%+12+0.1%Added
Parallel Advisors, LLC11,562$159.6K0.00%−6,178−34.8%Reduced
Centurion Wealth Management LLC11,559$159.5K0.07%00.0%Unchanged
Annex Advisory Services, LLC11,520$159.0K0.01%+11,520New
Avenue 1 Advisors, LLC11,500$158.7K0.07%+11,500New
Evercore Wealth Management, LLC11,491$158.6K0.00%+11,491New
Safeguard Investment Advisory Group, LLC11,385$157.1K0.06%+171+1.5%Added
Allworth Financial LP11,365$156.8K0.00%+3,670+47.7%Added
Brighton Jones LLC11,319$156.2K0.01%−590−5.0%Reduced
TCG Advisory Services, LLC11,233$155.0K0.01%+11,233New
Indiana Trust & Investment Management CO11,220$154.8K0.07%00.0%Unchanged
HSBC Holdings PLC11,066$152.5K0.00%+2,047+22.7%Added
Ami Investment Management Inc10,997$151.8K0.06%+10,997New
First Heartland Consultants, Inc.10,944$151.0K0.02%−40.0%Reduced
O'Dell Group, LLC10,900$150.4K0.04%00.0%Unchanged
Modera Wealth Management, LLC10,890$150.3K0.00%−1,095−9.1%Reduced
TRUE Private Wealth Advisors10,869$150.0K0.02%−1,140−9.5%Reduced
Key Client Fiduciary Advisors, LLC10,779$148.8K0.09%00.0%Unchanged
Wealth Effects LLC10,714$147.9K0.06%+214+2.0%Added
Everett Harris & Co10,697$147.6K0.00%00.0%Unchanged
Amarillo National Bank10,692$147.6K0.03%+192+1.8%Added
Rather & Kittrell, Inc.10,541$145.5K0.05%00.0%Unchanged
Retirement Investment Advisors, Inc.10,539$145.4K0.02%−13,807−56.7%Reduced
Valley National Advisers Inc10,512$145.0K0.02%+279+2.7%Added
Clark Capital Management Group, Inc.10,484$144.7K0.00%+10,484New
Choate Investment Advisors10,436$144.0K0.00%+10,436New
Lyell Wealth Management, LP10,432$144.0K0.02%+10,432New
State of Wyoming10,411$143.7K0.03%+1,427+15.9%Added
IronBridge Private Wealth, LLC10,404$143.6K0.07%+10,404New
Prosperity Financial Group, Inc.10,400$143.5K0.10%−400−3.7%Reduced
Bradley Foster & Sargent Inc10,390$143.4K0.00%+10,390New
WPWealth LLP10,385$143.3K0.04%+95+0.9%Added
Colorado Capital Management, Inc.10,360$143.0K0.09%00.0%Unchanged
Prio Wealth Limited Partnership10,300$142.1K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.10,266$142.0K0.00%+6,428+167.5%Added
PCG Wealth Advisors, LLC10,229$141.2K0.08%+10,229New
United Asset Strategies, Inc.10,208$140.9K0.02%+29+0.3%Added
Beaumont Financial Advisors, LLC10,186$140.6K0.01%+10,186New
McElhenny Sheffield Capital Management, LLC10,181$140.5K0.06%+47+0.5%Added
Highlander Capital Management, LLC10,175$140.4K0.05%00.0%Unchanged
PCA Investment Advisory Services Inc.10,149$140.1K0.09%00.0%Unchanged
Certified Advisory Corp10,137$139.9K0.02%+10,137New
Curi Capital10,000$138.0K0.02%00.0%Unchanged
Tealwood Asset Management Inc10,010$138.0K0.07%+10,010New
Sound Income Strategies, LLC9,700$133.9K0.01%+1,866+23.8%Added
Barrett & Company, Inc.9,577$132.2K0.07%+70+0.7%Added
Hexagon Capital Partners LLC9,418$130.0K0.03%00.0%Unchanged
GHP Investment Advisors, Inc.9,321$128.6K0.01%00.0%Unchanged
Rothschild Investment LLC9,137$126.1K0.01%+9,137New
Webster Bank, N. A.9,025$124.5K0.02%00.0%Unchanged
Voisard Asset Management Group, Inc.8,776$121.1K0.07%+8,776New
Bank of New Hampshire8,728$120.4K0.03%00.0%Unchanged