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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, 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.

Institutional holdersQ1 2024: 1,059 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 heldQ1 2024: $17.7B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q4 2023.

Institutions holding ET in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Avenue 1 Advisors, LLC11,500$180.9K0.07%00.0%Unchanged
Safeguard Investment Advisory Group, LLC11,548$181.6K0.06%+163+1.4%Added
Centurion Wealth Management LLC11,559$181.8K0.07%00.0%Unchanged
Thompson Davis & Co., Inc.11,600$182.5K0.12%+11,600New
American Financial Advisors, LLC11,605$182.6K0.03%+12+0.1%Added
PCG Wealth Advisors, LLC11,629$182.9K0.09%+1,400+13.7%Added
CIC Wealth, LLC11,705$184.1K0.05%+11,705New
Walker Asset Management, LLC11,839$186.2K0.12%+191+1.6%Added
Douglass Winthrop Advisors, LLC11,850$186.4K0.00%00.0%Unchanged
Dudley Capital Management, LLC11,887$186.5K0.11%−6,000−33.5%Reduced
Sovereign Financial Group, Inc.11,897$187.1K0.05%+11,897New
Hall Laurie J Trustee12,004$189.0K0.07%00.0%Unchanged
Capstone Financial Advisors, Inc.12,041$189.4K0.01%00.0%Unchanged
Herold Advisors, Inc.12,093$190.2K0.05%+9+0.1%Added
Mark Sheptoff Financial Planning, LLC12,160$191.3K0.11%+11,200+1,166.7%Added
Buckingham Strategic Partners12,177$191.5K0.01%−19,149−61.1%Reduced
Crewe Advisors LLC12,194$191.8K0.02%+11,657+2,170.8%Added
Parallel Advisors, LLC12,229$192.4K0.01%+667+5.8%Added
Jmac Enterprises LLC12,240$192.5K0.04%+22+0.2%Added
WPWealth LLP12,266$192.9K0.05%+1,881+18.1%Added
Madison Park Capital Advisors, LLC12,300$193.5K0.17%+300+2.5%Added
Cullinan Associates Inc12,320$193.8K0.01%−200−1.6%Reduced
Delap Wealth Advisory, LLC12,461$196.0K0.08%+260+2.1%Added
Woodstock Corp12,500$196.6K0.02%00.0%Unchanged
Busey Wealth Management12,600$198.2K0.01%00.0%Unchanged
Sound Income Strategies, LLC12,656$199.1K0.01%+2,956+30.5%Added
Shepherd Financial Partners LLC12,718$200.1K0.03%+267+2.1%Added
Marcum Wealth, LLC12,756$200.7K0.02%+186+1.5%Added
Ellis Investment Partners, LLC12,772$200.9K0.04%+177+1.4%Added
Arrow Investment Advisors, LLC12,785$201.1K0.17%−11,982−48.4%Reduced
Lion Street Advisors, LLC14,638$202.0K0.08%00.0%Unchanged
Icapital Wealth LLC12,906$203.0K0.12%00.0%Unchanged
Capital Investment Advisory Services, LLC12,918$203.2K0.02%−1,916−12.9%Reduced
Ruggaard & Associates LLC12,987$204.3K0.10%00.0%Unchanged
FLC Capital Advisors13,000$204.5K0.05%+13,000New
Concord Wealth Partners13,020$204.8K0.04%+110+0.9%Added
Allen Mooney & Barnes Investment Advisors LLC13,069$204.9K0.04%+22+0.2%Added
Wolff Financial Management LLC13,069$206.0K0.06%+22+0.2%Added
Probity Advisors, Inc.13,128$206.5K0.04%−386−2.9%Reduced
Country Club Bank13,146$206.8K0.01%00.0%Unchanged
Resonant Capital Advisors, LLC13,180$207.3K0.02%00.0%Unchanged
Clifford Swan Investment Counsel LLC13,263$208.6K0.01%00.0%Unchanged
HM Payson & Co13,442$211.4K0.00%00.0%Unchanged
Financial Counselors Inc13,462$211.8K0.00%+13+0.1%Added
Tompkins Financial Corp13,555$213.2K0.02%+7,000+106.8%Added
Proequities, Inc.13,578$213.6K0.01%+251+1.9%Added
Federation des caisses Desjardins du Quebec13,685$215.3K0.00%+1,830+15.4%Added
ICA Group Wealth Management, LLC13,694$215.4K0.04%+300+2.2%Added
FDx Advisors, Inc.13,733$216.0K0.03%−3,530−20.4%Reduced
Smithfield Trust Co13,731$216.0K0.01%00.0%Unchanged
Hilltop Holdings Inc.13,858$218.0K0.02%−11,000−44.3%Reduced
Invst, LLC13,964$219.1K0.03%00.0%Unchanged
Hemington Wealth Management13,952$220.0K0.08%00.0%Unchanged
CMG Global Holdings, LLC14,024$220.6K0.15%+98+0.7%Added
Eagle Strategies LLC14,068$221.3K0.05%+14,068New
Ulland Investment Advisors, LLC14,143$222.0K0.18%+143+1.0%Added
Thrivent Financial for Lutherans14,082$222.0K0.00%+14,082New
EverSource Wealth Advisors, LLC14,153$222.6K0.02%+15+0.1%Added
LaSalle St. Investment Advisors, LLC14,313$223.0K0.13%+14,313New
Trueblood Wealth Management, LLC14,180$223.1K0.13%00.0%Unchanged
TCG Advisory Services, LLC14,301$225.0K0.01%+3,068+27.3%Added
Verdence Capital Advisors LLC14,349$225.7K0.02%+16+0.1%Added
CFO4Life Group, LLC14,434$227.0K0.04%−1,214−7.8%Reduced
Hollencrest Capital Management14,450$227.3K0.01%+71+0.5%Added
Viawealth, LLC14,458$227.4K0.14%+105+0.7%Added
Tiaa Trust, National Association14,462$227.5K0.00%−686−4.5%Reduced
Hollow Brook Wealth Management LLC14,470$227.6K0.08%00.0%Unchanged
Gateway Wealth Partners, LLC14,585$229.4K0.08%−2,376−14.0%Reduced
Whalerock Point Partners, LLC14,600$229.7K0.06%00.0%Unchanged
Stelac Advisory Services LLC14,600$229.7K0.11%+14,600New
Lifeworks Advisors, LLC14,600$229.7K0.06%+14,600New
First National Trust Co14,695$231.2K0.01%−892−5.7%Reduced
Founders Financial Alliance, LLC14,842$233.5K0.07%−7,072−32.3%Reduced
Baker Tilly Wealth Management, LLC14,854$233.7K0.04%−1,332−8.2%Reduced
WCG Wealth Advisors LLC14,888$234.0K0.02%−3,212−17.7%Reduced
Belvedere Trading LLC14,966$235.4K0.02%+14,966New
Shapiro Capital Management LLC15,000$235.9K0.01%00.0%Unchanged
Westwood Wealth Management15,000$235.9K0.12%00.0%Unchanged
Zazove Associates LLC15,000$236.0K0.03%00.0%Unchanged
Perennial Investment Advisors, LLC15,174$238.7K0.04%+126+0.8%Added
Daymark Wealth Partners, LLC15,267$240.2K0.01%00.0%Unchanged
AlphaStar Capital Management, LLC15,283$240.4K0.02%+15,283New
Core Wealth Partners LLC15,288$240.5K0.18%+1,000+7.0%Added
First PREMIER Bank15,288$241.0K0.06%00.0%Unchanged
Sym Financial Corp15,341$241.3K0.04%−5,000−24.6%Reduced
Vivaldi Asset Management, LLC15,483$243.6K0.02%−7,354−32.2%Reduced
McIntyre Freedman & Flynn Investment Advisers Inc15,490$243.7K0.18%00.0%Unchanged
Regent Peak Wealth Advisors LLC15,540$244.4K0.06%00.0%Unchanged
Larson Financial Group LLC15,551$244.6K0.02%−1,342−7.9%Reduced
GM Advisory Group, Inc.15,566$244.9K0.02%+2,146+16.0%Added
SkyOak Wealth, LLC15,590$245.2K0.06%00.0%Unchanged
HBK Sorce Advisory LLC15,729$247.4K0.01%+59+0.4%Added
Buska Wealth Management, LLC15,895$250.0K0.11%+15,895New
Conservest Capital Advisors, Inc.15,912$250.3K0.03%+320+2.1%Added
Southland Equity Partners LLC15,912$250.3K0.07%+15,912New
SageView Advisory Group, LLC15,926$250.5K0.01%−12,255−43.5%Reduced
Proficio Capital Partners LLC15,960$251.0K0.03%+2,877+22.0%Added
Fortitude Advisory Group L.L.C.15,969$251.2K0.14%+2,300+16.8%Added
Consilium Wealth Advisory, LLC16,000$251.7K0.14%00.0%Unchanged
Mill Creek Capital Advisors, LLC16,033$252.2K0.01%+2,266+16.5%Added