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 |
|---|---|---|---|---|---|
| Belfer Management LLC | 21,882 | $344.2K | 6.21% | +919+4.4% | Added |
| Heritage Trust Co | 21,887 | $344.3K | 0.05% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 21,905 | $344.6K | 0.28% | +333+1.5% | Added |
| Mosaic Family Wealth Partners, LLC | 21,975 | $345.7K | 0.06% | +22+0.1% | Added |
| Modern Wealth Management, LLC | 22,067 | $347.1K | 0.03% | −361−1.6% | Reduced |
| Baird Financial Group, Inc. | 22,074 | $347.2K | 0.00% | +2,074+10.4% | Added |
| Chilton Capital Management LLC | 22,106 | $347.7K | 0.02% | +1,107+5.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 23,634 | $349.0K | 0.04% | +11,817+100.0% | Added |
| Affinity Wealth Management LLC | 22,330 | $351.3K | 0.07% | −12−0.1% | Reduced |
| Capital Market Strategies LLC | 22,333 | $351.3K | 0.27% | +1,402+6.7% | Added |
| Legacy Financial Strategies, LLC | 22,391 | $352.2K | 0.09% | −10.0% | Reduced |
| Tyche Wealth Partners LLC | 22,443 | $353.0K | 0.09% | −6,946−23.6% | Reduced |
| Primoris Wealth Advisors, LLC | 22,500 | $353.9K | 0.28% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 22,558 | $354.8K | 0.12% | 00.0% | Unchanged |
| Marco Investment Management LLC | 22,601 | $355.5K | 0.03% | +2,812+14.2% | Added |
| Atomi Financial Group, Inc. | 22,694 | $357.0K | 0.03% | −1,929−7.8% | Reduced |
| Imprint Wealth LLC | 23,037 | $361.5K | 0.09% | +23,037 | New |
| Van Cleef Asset Management,Inc | 23,025 | $362.2K | 0.05% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 23,058 | $362.7K | 0.02% | +338+1.5% | Added |
| E&G Advisors, LP | 23,183 | $364.7K | 0.11% | +496+2.2% | Added |
| Financial Partners Group, Inc | 23,224 | $365.3K | 0.06% | +2,472+11.9% | Added |
| Inspire Advisors, LLC | 23,381 | $367.8K | 0.05% | −1,383−5.6% | Reduced |
| Vista Investment Partners LLC | 23,422 | $368.4K | 0.13% | −258−1.1% | Reduced |
| Wetherby Asset Management Inc | 23,508 | $369.8K | 0.02% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 23,636 | $371.8K | 0.23% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 23,668 | $372.3K | 0.17% | +2,743+13.1% | Added |
| Signaturefd, LLC | 23,866 | $375.4K | 0.01% | −1,289−5.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 23,875 | $375.6K | 0.01% | +3,725+18.5% | Added |
| Verity & Verity, LLC | 23,978 | $377.2K | 0.04% | 00.0% | Unchanged |
| Wedmont Private Capital | 24,068 | $378.4K | 0.03% | +257+1.1% | Added |
| Morling Financial Advisors, LLC | 24,123 | $379.5K | 0.22% | +503+2.1% | Added |
| C2C Wealth Management, LLC | 24,326 | $382.6K | 0.38% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 24,460 | $384.8K | 0.04% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 24,492 | $385.3K | 0.20% | +24,492 | New |
| Sabal Trust CO | 24,765 | $389.6K | 0.02% | 00.0% | Unchanged |
| Change Path, LLC | 24,810 | $390.0K | 0.02% | +3,141+14.5% | Added |
| Fortis Capital Management LLC | 24,812 | $390.3K | 0.10% | +538+2.2% | Added |
| Lake Street Advisors Group, LLC | 24,818 | $390.4K | 0.02% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 24,846 | $390.8K | 0.11% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 24,899 | $391.7K | 0.06% | −50−0.2% | Reduced |
| Citizens Business Bank | 25,000 | $393.3K | 0.08% | −25,000−50.0% | Reduced |
| EJF Capital LLC | 25,000 | $393.3K | 0.27% | −5,000−16.7% | Reduced |
| SeaCrest Wealth Management, LLC | 25,217 | $396.7K | 0.05% | −1,996−7.3% | Reduced |
| Checchi Capital Advisers, LLC | 25,270 | $397.5K | 0.03% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 28,842 | $398.0K | 0.11% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 25,317 | $398.3K | 0.01% | −145,912−85.2% | Reduced |
| Fulton Bank, N.A. | 25,437 | $400.1K | 0.02% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 25,949 | $403.0K | 0.02% | +25,949 | New |
| ARK & TLK Investments, LLC | 25,814 | $406.1K | 0.16% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 25,629 | $407.2K | 0.01% | +1,120+4.6% | Added |
| SEI Investments Co | 25,970 | $408.5K | 0.00% | −42,057−61.8% | Reduced |
| Cooper Financial Group | 25,993 | $408.9K | 0.07% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 26,020 | $409.3K | 0.02% | −9,323−26.4% | Reduced |
| Whittier Trust Co | 26,097 | $410.5K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 26,224 | $412.5K | 0.01% | −16,900−39.2% | Reduced |
| Scarborough Advisors, LLC | 26,333 | $414.2K | 0.19% | +106+0.4% | Added |
| Clear Harbor Asset Management, LLC | 26,500 | $416.8K | 0.04% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 26,520 | $417.2K | 0.09% | 00.0% | Unchanged |
| Operose Advisors LLC | 26,656 | $419.3K | 0.14% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 26,656 | $419.3K | 0.16% | −1,785−6.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 26,707 | $420.1K | 0.01% | −100.0% | Reduced |
| Arkadios Wealth Advisors | 26,816 | $421.8K | 0.03% | −1,434−5.1% | Reduced |
| Savant Capital, LLC | 26,902 | $423.2K | 0.00% | +567+2.2% | Added |
| Tempus Wealth Planning, LLC | 26,906 | $423.2K | 0.19% | +13,906+107.0% | Added |
| Garrett Wealth Advisory Group, LLC | 27,029 | $425.2K | 0.17% | +4,896+22.1% | Added |
| Hartford Financial Management Inc. | 27,134 | $426.8K | 0.09% | 00.0% | Unchanged |
| Nwam LLC | 26,526 | $427.2K | 0.03% | +7,102+36.6% | Added |
| WealthTrust Axiom LLC | 27,210 | $428.0K | 0.14% | −2,473−8.3% | Reduced |
| American Institute for Advanced Investment Management, LLP | 27,339 | $430.0K | 0.34% | +2,351+9.4% | Added |
| Tritonpoint Wealth, LLC | 28,492 | $432.5K | 0.05% | −2,845−9.1% | Reduced |
| Central Trust Co | 27,793 | $437.2K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 27,442 | $437.4K | 0.00% | −47,281−63.3% | Reduced |
| RFG Advisory, LLC | 28,006 | $440.5K | 0.01% | +441+1.6% | Added |
| White Pine Capital LLC | 28,050 | $441.2K | 0.17% | +1,100+4.1% | Added |
| Saxon Interests, Inc. | 28,122 | $442.4K | 0.21% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 28,150 | $442.8K | 0.21% | +28,150 | New |
| Agf Management Ltd | 28,180 | $443.3K | 0.00% | +20.0% | Added |
| Fisher Asset Management, LLC | 28,351 | $446.0K | 0.00% | +15,406+119.0% | Added |
| MONECO Advisors, LLC | 28,560 | $449.3K | 0.07% | +8,239+40.5% | Added |
| Youngs Advisory Group, Inc. | 28,684 | $451.2K | 0.20% | −3,485−10.8% | Reduced |
| Tradition Wealth Management, LLC | 28,831 | $453.5K | 0.05% | +218+0.8% | Added |
| Adviser Investments LLC | 28,835 | $453.6K | 0.01% | +10,000+53.1% | Added |
| FirstPurpose Wealth LLC | 28,794 | $454.4K | 0.16% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 28,895 | $454.5K | 0.00% | +141+0.5% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 29,016 | $456.4K | 0.08% | +29,016 | New |
| Mission Wealth Management, LP | 29,053 | $457.0K | 0.01% | +10,294+54.9% | Added |
| Wintrust Investments LLC | 29,189 | $459.0K | 0.04% | +216+0.7% | Added |
| Regions Financial Corp | 29,346 | $461.6K | 0.00% | +200+0.7% | Added |
| Pettinga Financial Advisors, LLC | 29,532 | $464.5K | 0.12% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 29,712 | $467.4K | 0.10% | −3,963−11.8% | Reduced |
| Coulter & Justus Financial Services, LLC | 29,712 | $467.4K | 0.10% | +29,712 | New |
| Flagship Harbor Advisors, LLC | 29,766 | $468.2K | 0.03% | +1,327+4.7% | Added |
| MSH Capital Advisors LLC | 29,981 | $471.6K | 0.17% | +1,317+4.6% | Added |
| JBF Capital, Inc. | 30,000 | $471.9K | 0.08% | 00.0% | Unchanged |
| Rossmore Private Capital | – | $471.9K | 0.06% | – | – |
| Aspen Grove Capital, LLC | 30,001 | $471.9K | 0.13% | 00.0% | Unchanged |
| King Wealth | 30,200 | $475.0K | 0.08% | +150.0% | Added |
| Partners Group Holding AG | 30,485 | $479.5K | 0.04% | −2,687−8.1% | Reduced |
| Fiduciary Group LLC | 30,515 | $480.0K | 0.05% | +70.0% | Added |
| Stonegate Investment Group, LLC | 30,704 | $483.0K | 0.02% | +488+1.6% | Added |