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
- 1,059
- +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 |
|---|---|---|---|---|---|
| Carolinas Wealth Consulting LLC | 3,242 | $51.0K | 0.01% | +70+2.2% | Added |
| Key Financial Inc | 3,450 | $54.3K | 0.01% | +50+1.5% | Added |
| Optimum Investment Advisors | 3,500 | $55.1K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3,600 | $56.6K | 0.03% | 00.0% | Unchanged |
| South State Corp. | 3,682 | $57.9K | 0.00% | −449−10.9% | Reduced |
| Ronald Blue Trust, Inc. | 3,722 | $58.5K | 0.00% | +1,181+46.5% | Added |
| LGT Financial Advisors LLC | 3,731 | $58.7K | 0.07% | −21−0.6% | Reduced |
| Atticus Wealth Management, LLC | 3,760 | $59.2K | 0.02% | +57+1.5% | Added |
| Colonial Trust Advisors | 3,840 | $60.4K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 3,850 | $60.6K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 3,873 | $60.9K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,925 | $62.1K | 0.00% | +1,883+92.2% | Added |
| Godsey & Gibb Associates | 4,000 | $62.9K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 4,000 | $62.9K | 0.03% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 4,070 | $64.0K | 0.09% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4,170 | $65.6K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,177 | $65.7K | 0.00% | +4+0.1% | Added |
| Founders Capital Management | 4,192 | $65.9K | 0.04% | +1,000+31.3% | Added |
| Eagle Bay Advisors LLC | 4,214 | $66.3K | 0.04% | +4,214 | New |
| HHM Wealth Advisors, LLC | 4,234 | $66.6K | 0.01% | −2,521−37.3% | Reduced |
| Quent Capital, LLC | 4,376 | $68.8K | 0.01% | +94+2.2% | Added |
| Miller Wealth Advisors, LLC | 4,424 | $69.6K | 0.04% | 00.0% | Unchanged |
| Hilltop National Bank | 4,434 | $69.7K | 0.02% | +4,434 | New |
| Estabrook Capital Management | 4,451 | $70.0K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 4,500 | $70.8K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 4,658 | $73.3K | 0.03% | +3,064+192.2% | Added |
| Voisard Asset Management Group, Inc. | 4,776 | $75.1K | 0.04% | −4,000−45.6% | Reduced |
| Umb Bank N A | 4,882 | $76.8K | 0.00% | −14,924−75.4% | Reduced |
| City Holding Co | 4,963 | $78.1K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5,155 | $81.1K | 0.01% | +1,888+57.8% | Added |
| Proffitt & Goodson Inc | 5,196 | $81.7K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 5,290 | $83.2K | 0.02% | +100+1.9% | Added |
| Global Trust Asset Management, LLC | 5,300 | $83.4K | 0.03% | +1,000+23.3% | Added |
| Headlands Technologies LLC | 5,471 | $86.1K | 0.02% | +5,471 | New |
| Heritage Wealth Advisors | 5,535 | $87.1K | 0.00% | +329+6.3% | Added |
| Norwood Financial Corp | 5,649 | $88.9K | 0.13% | 00.0% | Unchanged |
| Cutler Group LP | 5,848 | $91.0K | 0.05% | +5,848 | New |
| Tyler-Stone Wealth Management | 5,851 | $92.0K | 0.04% | +110+1.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 6,002 | $94.4K | 0.03% | +205+3.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 6,177 | $97.0K | 0.00% | −4,089−39.8% | Reduced |
| Motco | 6,425 | $101.1K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 6,472 | $101.8K | 0.03% | −643−9.0% | Reduced |
| Main Street Group, LTD | 6,665 | $104.7K | 0.05% | +4,166+166.7% | Added |
| State of Wyoming | 6,676 | $105.0K | 0.02% | −3,735−35.9% | Reduced |
| Smartleaf Asset Management LLC | 7,570 | $117.6K | 0.02% | +7,570 | New |
| Washington Trust Co | 7,599 | $119.5K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 7,700 | $121.1K | 0.03% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 7,729 | $121.6K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 7,929 | $124.7K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8,307 | $130.7K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 8,390 | $132.0K | 0.01% | +20.0% | Added |
| AllSquare Wealth Management LLC | 8,621 | $135.6K | 0.08% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 8,655 | $136.1K | 0.00% | −5,941−40.7% | Reduced |
| Bank of New Hampshire | 8,728 | $137.3K | 0.04% | 00.0% | Unchanged |
| Webster Bank, N. A. | 9,025 | $142.0K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 9,137 | $143.7K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 9,175 | $144.3K | 0.05% | −1,000−9.8% | Reduced |
| GHP Investment Advisors, Inc. | 9,321 | $146.6K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 9,644 | $151.7K | 0.07% | +67+0.7% | Added |
| Retirement Group, LLC | 9,787 | $154.0K | 0.06% | +3,260+49.9% | Added |
| Ancora Advisors, LLC | 9,800 | $154.2K | 0.00% | +7,665+359.0% | Added |
| Anfield Capital Management, LLC | 9,877 | $155.4K | 0.07% | +9,877 | New |
| Apollon Financial, LLC | 10,000 | $157.3K | 0.05% | −10,000−50.0% | Reduced |
| Rollins Financial Advisors, LLC | 10,002 | $157.3K | 0.03% | +10,002 | New |
| Fairfield, Bush & Co. | 10,089 | $158.7K | 0.09% | −3,072−23.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 10,132 | $159.4K | 0.02% | +10,132 | New |
| Certified Advisory Corp | 10,143 | $159.5K | 0.02% | +6+0.1% | Added |
| PCA Investment Advisory Services Inc. | 10,149 | $159.6K | 0.09% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 10,155 | $159.7K | 0.04% | +737+7.8% | Added |
| BEAM Asset Management, LLC | 10,219 | $160.7K | 0.10% | +10,219 | New |
| McElhenny Sheffield Capital Management, LLC | 10,226 | $160.9K | 0.06% | +45+0.4% | Added |
| Prio Wealth Limited Partnership | 10,300 | $162.0K | 0.00% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 10,330 | $162.5K | 0.01% | +10,330 | New |
| Lyell Wealth Management, LP | 10,350 | $162.8K | 0.02% | −82−0.8% | Reduced |
| Colorado Capital Management, Inc. | 10,360 | $163.0K | 0.09% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 10,390 | $163.4K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 10,434 | $164.1K | 0.07% | +30+0.3% | Added |
| Strategic Blueprint, LLC | 10,436 | $164.2K | 0.01% | −4,742−31.2% | Reduced |
| Beaumont Financial Advisors, LLC | 10,486 | $164.9K | 0.01% | +300+2.9% | Added |
| Valley National Advisers Inc | 10,537 | $165.0K | 0.02% | +25+0.2% | Added |
| Amarillo National Bank | 10,500 | $165.2K | 0.03% | −192−1.8% | Reduced |
| Rather & Kittrell, Inc. | 10,541 | $165.8K | 0.05% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 10,542 | $165.8K | 0.06% | −10,133−49.0% | Reduced |
| Zacks Investment Management | 10,546 | $165.9K | 0.00% | +10,546 | New |
| Prosperity Financial Group, Inc. | 10,550 | $166.0K | 0.10% | +150+1.4% | Added |
| Strategic Advocates LLC | 10,662 | $167.7K | 0.06% | −1,714−13.8% | Reduced |
| Everett Harris & Co | 10,697 | $168.3K | 0.00% | 00.0% | Unchanged |
| Wealth Effects LLC | 10,714 | $168.5K | 0.06% | 00.0% | Unchanged |
| O'Dell Group, LLC | 10,900 | $171.5K | 0.04% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 10,941 | $172.1K | 0.02% | +72+0.7% | Added |
| Ami Investment Management Inc | 10,997 | $173.0K | 0.06% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 11,070 | $174.1K | 0.02% | −691−5.9% | Reduced |
| First Heartland Consultants, Inc. | 11,133 | $175.0K | 0.02% | +189+1.7% | Added |
| Fiduciary Trust Co | 11,180 | $175.9K | 0.00% | +11,180 | New |
| Modera Wealth Management, LLC | 11,190 | $176.0K | 0.00% | +300+2.8% | Added |
| Creative Financial Designs Inc | 11,210 | $176.3K | 0.02% | −1,000−8.2% | Reduced |
| Indiana Trust & Investment Management CO | 11,220 | $176.5K | 0.07% | 00.0% | Unchanged |
| First United Bank Trust | 11,250 | $177.0K | 0.07% | −6,050−35.0% | Reduced |
| McCarthy Asset Management, Inc. | 11,358 | $178.7K | 0.11% | +11,358 | New |
| Shufro Rose & Co LLC | 11,488 | $180.7K | 0.01% | +11,488 | New |