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 |
|---|---|---|---|---|---|
| Mizuho Markets Americas LLC | 30,761 | $483.9K | 0.01% | −74,500−70.8% | Reduced |
| Guyasuta Investment Advisors Inc | 35,140 | $484.9K | 0.04% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 30,875 | $485.7K | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 30,921 | $486.4K | 0.03% | +324+1.1% | Added |
| SRS Capital Advisors, Inc. | 31,262 | $491.8K | 0.05% | +185+0.6% | Added |
| Advus Financial Partners, LLC | 31,339 | $493.0K | 0.15% | 00.0% | Unchanged |
| SFMG, LLC | 31,406 | $494.0K | 0.04% | +674+2.2% | Added |
| Conning Inc. | 31,667 | $498.1K | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 31,669 | $498.2K | 0.01% | +9,072+40.1% | Added |
| Freestone Capital Holdings, LLC | 31,729 | $499.1K | 0.02% | +31,729 | New |
| Financial Advisory Service, Inc. | 31,810 | $500.4K | 0.04% | +450+1.4% | Added |
| Capital Advisory Group Advisory Services, LLC | 31,813 | $500.4K | 0.24% | +6,348+24.9% | Added |
| Brave Asset Management Inc | 32,000 | $503.4K | 0.13% | +14,000+77.8% | Added |
| Rehmann Capital Advisory Group | 32,080 | $504.6K | 0.04% | +633+2.0% | Added |
| Integrated Advisors Network LLC | 32,182 | $506.2K | 0.03% | +14,244+79.4% | Added |
| Insigneo Advisory Services, LLC | 32,213 | $506.7K | 0.06% | +1,617+5.3% | Added |
| ARS Wealth Advisors Group, LLC | 32,430 | $510.1K | 0.07% | 00.0% | Unchanged |
| Romano Brothers and Company | 32,482 | $510.9K | 0.07% | +10,343+46.7% | Added |
| Neville Rodie & Shaw Inc | 32,549 | $512.0K | 0.04% | 00.0% | Unchanged |
| LongView Wealth Management | 32,642 | $513.5K | 0.20% | −1,118−3.3% | Reduced |
| Lakeview Capital Partners, LLC | 32,698 | $514.3K | 0.08% | +4,005+14.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 32,723 | $514.7K | 0.02% | +13,294+68.4% | Added |
| Hilton Capital Management, LLC | 32,755 | $515.2K | 0.05% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 32,825 | $516.3K | 0.36% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 32,859 | $516.9K | 0.18% | +3,580+12.2% | Added |
| Veracity Capital LLC | 32,916 | $517.8K | 0.20% | +713+2.2% | Added |
| Keystone Financial Group | 32,933 | $518.0K | 0.08% | +1,657+5.3% | Added |
| Campbell Capital Management Inc | 33,000 | $519.0K | 0.23% | +14,000+73.7% | Added |
| Camelot Portfolios, LLC | 33,272 | $523.4K | 0.51% | −1,744−5.0% | Reduced |
| Archford Capital Strategies, LLC | 33,465 | $526.4K | 0.09% | +346+1.0% | Added |
| Delos Wealth Advisors, LLC | 33,524 | $527.3K | 0.59% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 33,533 | $527.5K | 0.16% | −1,920−5.4% | Reduced |
| Essex Financial Services, Inc. | 33,569 | $528.0K | 0.05% | +708+2.2% | Added |
| Naples Global Advisors, LLC | 33,700 | $530.1K | 0.05% | 00.0% | Unchanged |
| SCP Investment, LP | 33,800 | $531.7K | 0.33% | −5,000−12.9% | Reduced |
| BigSur Wealth Management LLC | 34,000 | $534.8K | 0.17% | 00.0% | Unchanged |
| Gould Asset Management LLC | 34,056 | $535.7K | 0.13% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 34,032 | $538.0K | 0.10% | +71+0.2% | Added |
| Berkshire Asset Management LLC | 34,329 | $540.0K | 0.03% | 00.0% | Unchanged |
| Diligent Investors, LLC | 34,483 | $542.4K | 0.14% | +204+0.6% | Added |
| Perigon Wealth Management, LLC | 34,719 | $546.1K | 0.02% | −1,300−3.6% | Reduced |
| Sequoia Financial Advisors, LLC | 35,531 | $558.9K | 0.01% | +2,804+8.6% | Added |
| Moloney Securities Asset Management, LLC | 35,708 | $561.7K | 0.08% | −102−0.3% | Reduced |
| Asio Capital, LLC | 36,000 | $566.3K | 0.12% | −1,000−2.7% | Reduced |
| Mattern Wealth Management LLC | 36,243 | $570.1K | 0.14% | +6,691+22.6% | Added |
| KPP Advisory Services LLC | 36,293 | $570.9K | 0.16% | +36,293 | New |
| XML Financial, LLC | 36,436 | $573.1K | 0.06% | −5,826−13.8% | Reduced |
| Ausdal Financial Partners, Inc. | 37,043 | $582.7K | 0.07% | −895−2.4% | Reduced |
| Wealthstar Advisors, LLC | 37,044 | $582.7K | 0.20% | −1,430−3.7% | Reduced |
| Hilltop Wealth Advisors, LLC | 37,180 | $584.8K | 0.30% | +37,180 | New |
| Doliver Advisors, LP | 37,346 | $587.5K | 0.17% | −1,100−2.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 37,370 | $587.8K | 0.10% | −1,732−4.4% | Reduced |
| North Star Investment Management Corp. | 37,391 | $588.2K | 0.04% | +10,397+38.5% | Added |
| Bessemer Group Inc | 37,671 | $593.0K | 0.00% | −5,100−11.9% | Reduced |
| Huntington National Bank | 37,831 | $595.1K | 0.00% | −329−0.9% | Reduced |
| Visionary Wealth Advisors | 37,911 | $596.3K | 0.04% | +221+0.6% | Added |
| Stratos Wealth Advisors, LLC | 38,140 | $600.0K | 0.04% | −5,974−13.5% | Reduced |
| AlphaQ Advisors LLC | 38,261 | $601.9K | 0.36% | +797+2.1% | Added |
| JustInvest LLC | 38,355 | $603.3K | 0.01% | +38,355 | New |
| Pinnacle Associates Ltd | 38,690 | $608.6K | 0.01% | −7,952−17.0% | Reduced |
| EP Wealth Advisors, LLC | 39,479 | $621.0K | 0.01% | −5,583−12.4% | Reduced |
| Vernal Point Advisors, LLC | 39,733 | $625.0K | 0.53% | +39,733 | New |
| Samjo Management, LLC | 40,000 | $629.2K | 0.22% | +1,000+2.6% | Added |
| Lee Financial Co | 40,185 | $632.1K | 0.11% | −2,814−6.5% | Reduced |
| McDonald Partners LLC | 40,453 | $636.3K | 0.18% | +442+1.1% | Added |
| Colony Group, LLC | 41,234 | $638.0K | 0.01% | +19,216+87.3% | Added |
| Empirical Asset Management, LLC | 40,590 | $638.5K | 0.31% | +20.0% | Added |
| Eudaimonia Advisors LLC | 41,056 | $645.8K | 0.34% | 00.0% | Unchanged |
| Modus Advisors, LLC | 41,302 | $649.7K | 0.24% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 41,402 | $651.3K | 0.06% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 41,600 | $654.4K | 0.07% | +600+1.5% | Added |
| Cascade Financial Partners, LLC | 42,717 | $658.7K | 0.09% | +42,717 | New |
| MMBG Investment Advisors Co. | 41,905 | $659.2K | 0.07% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 41,959 | $660.0K | 0.04% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 41,963 | $660.1K | 0.15% | +4,057+10.7% | Added |
| FineMark National Bank & Trust | 42,003 | $660.7K | 0.02% | +4,562+12.2% | Added |
| Chicago Capital, LLC | 42,071 | $661.8K | 0.02% | −1,645−3.8% | Reduced |
| Strategic Financial Concepts, LLC | 42,224 | $664.2K | 0.16% | +42,224 | New |
| Oak Harvest Investment Services | 42,275 | $665.0K | 0.11% | +30.0% | Added |
| Invenio Wealth Partners LLC | 43,216 | $679.8K | 0.37% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 43,336 | $681.7K | 0.47% | +162+0.4% | Added |
| Sound View Wealth Advisors Group, LLC | 43,425 | $683.1K | 0.07% | −6,597−13.2% | Reduced |
| Waterloo Capital, L.P. | 43,557 | $685.2K | 0.09% | −17,605−28.8% | Reduced |
| Morton Capital Management LLC | 43,684 | $687.1K | 0.19% | +757+1.8% | Added |
| Fayez Sarofim & Co | 44,056 | $693.0K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 44,392 | $698.3K | 0.09% | −4,671−9.5% | Reduced |
| Pinnacle Financial Partners Inc | 44,452 | $699.2K | 0.02% | +593+1.4% | Added |
| Joseph P. Lucia & Associates, LLC | 44,465 | $699.4K | 0.37% | −1,025−2.3% | Reduced |
| Cornerstone Wealth Management, LLC | 44,626 | $702.0K | 0.06% | +7,431+20.0% | Added |
| Waterfront Wealth Inc. | 44,348 | $705.1K | 0.20% | +100.0% | Added |
| Gladstone Institutional Advisory LLC | 44,874 | $705.9K | 0.04% | +2,649+6.3% | Added |
| Advisor OS, LLC | 44,948 | $707.0K | 0.08% | +948+2.2% | Added |
| Highland Capital Management, LLC | 45,270 | $712.1K | 0.04% | −500−1.1% | Reduced |
| Thoroughbred Financial Services, LLC | 45,434 | $714.0K | 0.07% | −231−0.5% | Reduced |
| Empire Financial Management Company, LLC | 45,525 | $716.1K | 0.24% | +3,025+7.1% | Added |
| Independent Wealth Network Inc. | 45,643 | $718.0K | 0.34% | +2,219+5.1% | Added |
| Thrive Wealth Management, LLC | 46,034 | $724.1K | 0.15% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 46,092 | $725.0K | 0.35% | +883+2.0% | Added |
| BancorpSouth Bank | 46,671 | $734.1K | 0.05% | +426+0.9% | Added |
| 9258 Wealth Management, LLC | 46,735 | $735.1K | 0.11% | 00.0% | Unchanged |