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, Q1 2024
Institutional positions in Energy Transfer LP as of Mar 31, 2024. 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
- 1,058
- +19 vs. Q4 2023
- Shares held
- 1.13B
- −7.98M (−0.7%) vs. Q4 2023
- Total value
- $17.7B
- +$1.93B (+12.2%) vs. Q4 2023
- New holders
- 86
- 444 more added
- Sold out
- 67
- 261 more reduced
16 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fogel Capital Management, Inc. | 411,589 | $6.54M | 3.85% | −2,955−0.7% | Reduced |
| Amitell Capital Pte Ltd | 428,146 | $6.73M | 5.70% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 431,570 | $6.79M | 0.93% | +8,475+2.0% | Added |
| SG Americas Securities, LLC | 432,254 | $6.80M | 0.03% | +152,748+54.6% | Added |
| GWM Advisors LLC | 437,343 | $6.88M | 0.06% | +49,397+12.7% | Added |
| Cercano Management LLC | 438,495 | $6.90M | 0.19% | +192,370+78.2% | Added |
| Brown Advisory Inc | 441,756 | $6.95M | 0.01% | +7,639+1.8% | Added |
| Sowell Financial Services LLC | 442,072 | $6.95M | 0.33% | +1,907+0.4% | Added |
| Concorde Financial Corp | 442,558 | $6.96M | 6.33% | +1,275+0.3% | Added |
| Cutter & CO Brokerage, Inc. | 443,763 | $6.98M | 1.71% | +4,575+1.0% | Added |
| Cutler Capital Management, LLC | 449,503 | $7.07M | 2.78% | +8,291+1.9% | Added |
| Northern Trust Corp | 449,979 | $7.08M | 0.00% | −10,811−2.3% | Reduced |
| American Financial Group Inc | 450,896 | $7.09M | 2.66% | 00.0% | Unchanged |
| Avenir Corp | 451,019 | $7.09M | 0.61% | +6,314+1.4% | Added |
| Moors & Cabot, Inc. | 453,560 | $7.13M | 0.39% | +17,985+4.1% | Added |
| Chiron Investment Management, LLC | 462,817 | $7.28M | 3.16% | +1990.0% | Added |
| Captrust Financial Advisors | 462,896 | $7.28M | 0.03% | −700,302−60.2% | Reduced |
| Oxbow Advisors, LLC | 469,873 | $7.39M | 1.01% | +349,659+290.9% | Added |
| Advisors Capital Management, LLC | 477,292 | $7.51M | 0.14% | −58,882−11.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 478,922 | $7.53M | 0.83% | +4,780+1.0% | Added |
| Wexford Capital LP | 495,015 | $7.79M | 1.59% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 495,391 | $7.79M | 0.06% | +77,444+18.5% | Added |
| Janney Montgomery Scott LLC | 499,752 | $7.86M | 0.02% | +20,786+4.3% | Added |
| Insight Folios Inc | 516,520 | $8.12M | 3.29% | −76,518−12.9% | Reduced |
| IFP Advisors, Inc | 519,170 | $8.17M | 0.36% | +8,550+1.7% | Added |
| Merewether Investment Management, LP | 5,391,292 | $8.53M | 0.45% | +5,391,292 | New |
| Simplex Trading, LLC | 546,419 | $8.60M | 0.25% | −378,759−40.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 549,971 | $8.65M | 0.02% | +15,097+2.8% | Added |
| Requisite Capital Management, LLC | 550,610 | $8.66M | 1.89% | +32,265+6.2% | Added |
| ELCO Management Co., LLC | 552,593 | $8.69M | 5.29% | +1,232+0.2% | Added |
| MAI Capital Management | 553,295 | $8.70M | 0.09% | +74,345+15.5% | Added |
| Atria Wealth Solutions, Inc. | 553,494 | $8.71M | 0.10% | +27,916+5.3% | Added |
| Ensign Peak Advisors, Inc | 555,230 | $8.73M | 0.02% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 563,457 | $8.86M | 2.57% | −554,873−49.6% | Reduced |
| Hennessy Advisors Inc | 585,500 | $9.21M | 0.39% | 00.0% | Unchanged |
| HRT Financial LP | 601,993 | $9.47M | 0.06% | −2,924,692−82.9% | Reduced |
| Kestra Advisory Services, LLC | 624,262 | $9.82M | 0.07% | +552,357+768.2% | Added |
| Bokf, NA | 639,738 | $10.0M | 0.18% | −2,800−0.4% | Reduced |
| Clear Street Markets LLC | 641,100 | $10.1M | 4.61% | +303,500+89.9% | Added |
| Creative Planning | 644,350 | $10.1M | 0.01% | +100,818+18.5% | Added |
| Callodine Capital Management, LP | 650,000 | $10.2M | 2.47% | +85,000+15.0% | Added |
| Americana Partners, LLC | 692,409 | $10.9M | 0.91% | +80,770+13.2% | Added |
| Spirit of America Management Corp | 701,700 | $11.0M | 2.22% | −94,500−11.9% | Reduced |
| Oppenheimer & Co Inc | 703,569 | $11.1M | 0.18% | +22,681+3.3% | Added |
| Westend Capital Management, LLC | 717,352 | $11.3M | 4.38% | +717,352 | New |
| Parsons Capital Management Inc | 739,496 | $11.6M | 0.80% | 00.0% | Unchanged |
| National Asset Management, Inc. | 848,936 | $11.9M | 0.32% | +47,324+5.9% | Added |
| Bollard Group LLC | 757,825 | $11.9M | 0.36% | +17,575+2.4% | Added |
| Kamunting Street Capital Management, L.P. | 762,295 | $12.0M | 11.69% | −148,500−16.3% | Reduced |
| Glenmede Trust Co NA | 779,999 | $12.3M | 0.06% | +65,423+9.2% | Added |
| Pathstone Holdings, LLC | 786,429 | $12.4M | 0.06% | −3,119−0.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 814,273 | $12.8M | 0.16% | +19,350+2.4% | Added |
| GTS Securities LLC | 820,044 | $12.9M | 0.35% | +405,414+97.8% | Added |
| Private Capital Advisors, Inc. | 821,336 | $12.9M | 1.61% | +4,987+0.6% | Added |
| Diversify Advisory Services, LLC | 828,881 | $13.0M | 0.77% | +828,881 | New |
| TownSquare Capital, LLC | 837,155 | $13.2M | 0.19% | +66,440+8.6% | Added |
| McGowan Group Asset Management, Inc. | 837,310 | $13.2M | 1.90% | −3,905−0.5% | Reduced |
| Mercer Global Advisors Inc | 844,929 | $13.3M | 0.04% | +678,693+408.3% | Added |
| Prime Capital Investment Advisors, LLC | 857,029 | $13.5M | 0.19% | +54,730+6.8% | Added |
| Dividend Assets Capital, LLC | 884,665 | $13.9M | 2.93% | −117,354−11.7% | Reduced |
| Heronetta Management, L.P. | 891,554 | $14.0M | 9.06% | −15,600−1.7% | Reduced |
| NBW Capital LLC | 918,424 | $14.4M | 2.95% | +1,535+0.2% | Added |
| Annandale Capital, LLC | 924,082 | $14.5M | 3.30% | −614−0.1% | Reduced |
| Truist Financial Corp | 962,904 | $15.1M | 0.02% | +37,693+4.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 965,806 | $15.2M | 0.58% | +1,293+0.1% | Added |
| Evergreen Capital Management LLC | 975,130 | $15.3M | 0.58% | +22,118+2.3% | Added |
| RBF Capital, LLC | 1,000,000 | $15.7M | 0.88% | 00.0% | Unchanged |
| General American Investors Co Inc | 1,020,030 | $16.0M | 1.19% | 00.0% | Unchanged |
| Stephens Inc | 1,058,915 | $16.7M | 0.26% | +37,471+3.7% | Added |
| Aptus Capital Advisors, LLC | 1,081,004 | $17.0M | 0.37% | +34,862+3.3% | Added |
| Invenomic Capital Management LP | 1,093,765 | $17.2M | 0.92% | +1,093,765 | New |
| Texas Yale Capital Corp. | 1,157,471 | $18.2M | 0.81% | +10,400+0.9% | Added |
| Highland Capital Management Fund Advisors, L.P. | 1,201,512 | $18.9M | 2.90% | 00.0% | Unchanged |
| Tortoise Index Solutions, LLC | 1,238,052 | $19.5M | 3.92% | −328,990−21.0% | Reduced |
| Exchange Traded Concepts, LLC | 1,238,052 | $19.5M | 0.50% | −325,413−20.8% | Reduced |
| Gabelli Funds LLC | 1,256,289 | $19.8M | 0.15% | −8,819−0.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,262,447 | $19.9M | 0.08% | +54,696+4.5% | Added |
| Payden & Rygel | 1,281,890 | $20.2M | 1.38% | 00.0% | Unchanged |
| Payden & Rygel Investment Group | 1,281,890 | $20.2M | 1.38% | +1,281,890 | New |
| Cetera Investment Advisers | 1,290,364 | $20.3M | 0.05% | +1,072,144+491.3% | Added |
| Commonwealth Equity Services, LLC | 1,307,005 | $20.6M | 0.03% | +89,533+7.4% | Added |
| Moneta Group Investment Advisors LLC | 1,315,128 | $20.7M | 0.34% | +30,114+2.3% | Added |
| Group One Trading, L.P. | 1,337,806 | $21.0M | 0.75% | −598,514−30.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,370,631 | $21.6M | 2.10% | 00.0% | Unchanged |
| Mariner, LLC | 1,380,613 | $21.7M | 0.04% | −77,339−5.3% | Reduced |
| Adams Asset Advisors, LLC | 1,456,465 | $22.9M | 2.96% | 00.0% | Unchanged |
| Lonestar Capital Management LLC | 1,500,000 | $23.6M | 24.42% | −150,000−9.1% | Reduced |
| Envestnet Asset Management Inc | 1,505,350 | $23.7M | 0.01% | +728,944+93.9% | Added |
| FFG Partners, LLC | 1,540,436 | $24.2M | 10.55% | −14,961−1.0% | Reduced |
| CI Private Wealth, LLC | 1,662,235 | $26.1M | 0.05% | +38,084+2.3% | Added |
| Catalyst Capital Advisors LLC | 1,665,807 | $26.2M | 0.63% | −34,100−2.0% | Reduced |
| Cowen and Company, LLC | 1,777,000 | $28.0M | 1.09% | 00.0% | Unchanged |
| Deutsche Bank AG | 1,834,625 | $28.9M | 0.01% | −15,460−0.8% | Reduced |
| Beacon Pointe Advisors, LLC | 1,856,678 | $29.2M | 0.33% | +1,055,080+131.6% | Added |
| Walnut Private Equity Partners, LLC | 1,935,000 | $30.4M | 19.36% | 00.0% | Unchanged |
| Progeny 3, Inc. | 2,205,785 | $34.7M | 3.82% | +1,127,500+104.6% | Added |
| Citadel Advisors LLC | 2,387,877 | $37.6M | 0.04% | −31,692−1.3% | Reduced |
| Maryland State Retirement & Pension System | 2,499,725 | $37.6M | 0.75% | +38,670+1.6% | Added |
| Philosophy Capital Management LLC | 2,527,744 | $39.8M | 7.78% | −19,331−0.8% | Reduced |
| Beach Investment Counsel Inc | 2,950,069 | $40.7M | 5.02% | 00.0% | Unchanged |