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 |
|---|---|---|---|---|---|
| Beverly Hills Private Wealth, LLC | 166,702 | $2.62M | 0.61% | +511+0.3% | Added |
| Aurora Private Wealth, Inc. | 171,384 | $2.69M | 2.32% | +2,299+1.4% | Added |
| Botty Investors LLC | 172,570 | $2.71M | 1.13% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 172,982 | $2.72M | 0.04% | −14,346−7.7% | Reduced |
| IHT Wealth Management, LLC | 173,891 | $2.74M | 0.11% | +2,407+1.4% | Added |
| Summit Financial, LLC | 174,193 | $2.74M | 0.16% | +24,464+16.3% | Added |
| Horizon Kinetics Asset Management LLC | 174,596 | $2.75M | 0.05% | −5,309−3.0% | Reduced |
| Terril Brothers, Inc. | 178,102 | $2.80M | 0.96% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 178,752 | $2.81M | 0.64% | +12,481+7.5% | Added |
| Keybank National Association | 179,072 | $2.82M | 0.01% | +20,374+12.8% | Added |
| First Dallas Securities Inc. | 179,276 | $2.82M | 1.30% | +23,804+15.3% | Added |
| Ieq Capital, LLC | 183,128 | $2.88M | 0.04% | −9,488−4.9% | Reduced |
| Kestra Private Wealth Services, LLC | 183,424 | $2.89M | 0.07% | +183,424 | New |
| Venture Visionary Partners LLC | 184,714 | $2.91M | 0.14% | −8,046−4.2% | Reduced |
| Monticello Wealth Management, LLC | 185,568 | $2.92M | 0.27% | +11,287+6.5% | Added |
| CFM Wealth Partners LLC | 186,122 | $2.93M | 0.59% | +24,373+15.1% | Added |
| Susquehanna Portfolio Strategies, LLC | 187,207 | $2.94M | 0.07% | −269,534−59.0% | Reduced |
| Basso Capital Management, L.P. | 188,500 | $2.97M | 2.80% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 189,420 | $2.98M | 0.13% | +2,299+1.2% | Added |
| Brookstone Capital Management | 190,124 | $2.99M | 0.05% | +5,894+3.2% | Added |
| Pinnacle Holdings, LLC | 190,171 | $2.99M | 1.20% | 00.0% | Unchanged |
| Lavaca Capital LLC | 192,800 | $3.03M | 1.85% | 00.0% | Unchanged |
| Goldentree Asset Management LP | 201,343 | $3.17M | 0.25% | 00.0% | Unchanged |
| Jump Financial, LLC | 205,085 | $3.23M | 0.09% | +27,385+15.4% | Added |
| Fortem Financial Group, LLC | 205,638 | $3.23M | 1.42% | +60.0% | Added |
| Sentinel Trust Co Lba | 207,000 | $3.26M | 0.42% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 208,527 | $3.28M | 0.07% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 215,231 | $3.39M | 0.55% | +12,238+6.0% | Added |
| 180 Wealth Advisors, LLC | 220,528 | $3.47M | 0.62% | −6,476−2.9% | Reduced |
| Inscription Capital, LLC | 221,559 | $3.49M | 0.57% | +221,559 | New |
| Northern Right Capital Management, L.P. | 223,638 | $3.52M | 1.27% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 225,052 | $3.54M | 0.08% | +2,521+1.1% | Added |
| Cerity Partners LLC | 225,427 | $3.55M | 0.01% | +17,718+8.5% | Added |
| American Assets Investment Management, LLC | 225,800 | $3.55M | 0.34% | 00.0% | Unchanged |
| Lincoln National Corp | 228,021 | $3.59M | 0.06% | +19,774+9.5% | Added |
| Bahl & Gaynor Inc | 228,569 | $3.60M | 0.02% | 00.0% | Unchanged |
| Franklin Resources Inc | 235,363 | $3.70M | 0.00% | +35,100+17.5% | Added |
| BlackRock Inc. | 236,174 | $3.72M | 0.00% | +389+0.2% | Added |
| Institutional & Family Asset Management, LLC | 237,268 | $3.73M | 0.60% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 240,669 | $3.79M | 0.03% | +32,116+15.4% | Added |
| Valeo Financial Advisors, LLC | 238,971 | $3.79M | 0.14% | −16,127−6.3% | Reduced |
| Apollon Wealth Management, LLC | 241,365 | $3.80M | 0.12% | +27,459+12.8% | Added |
| Virtu Financial LLC | 241,360 | $3.80M | 0.29% | +179,280+288.8% | Added |
| Pacer Advisors, Inc. | 244,695 | $3.85M | 0.01% | +6,942+2.9% | Added |
| Prospect Financial Services LLC | 245,482 | $3.86M | 3.19% | −22,804−8.5% | Reduced |
| Independent Advisor Alliance | 246,567 | $3.88M | 0.14% | +13,794+5.9% | Added |
| Morningstar Investment Management LLC | 250,633 | $3.94M | 0.43% | 00.0% | Unchanged |
| First Trust Advisors LP | 250,634 | $3.94M | 0.00% | −17,214−6.4% | Reduced |
| Clear Street Derivatives LLC | 251,300 | $3.95M | 0.10% | +251,300 | New |
| ProShare Advisors LLC | 251,989 | $3.96M | 0.01% | −22,542−8.2% | Reduced |
| Prospera Financial Services Inc | 252,187 | $3.97M | 0.12% | −3,311−1.3% | Reduced |
| Pin Oak Investment Advisors Inc | 253,491 | $3.99M | 3.83% | −3,728−1.4% | Reduced |
| Jane Street Group, LLC | 254,928 | $4.01M | 0.01% | −616,100−70.7% | Reduced |
| Stratos Wealth Partners, LTD. | 255,222 | $4.01M | 0.07% | −7,155−2.7% | Reduced |
| Anthracite Investment Company, Inc. | 259,210 | $4.08M | 2.05% | +20,000+8.4% | Added |
| Bourgeon Capital Management LLC | 262,495 | $4.13M | 0.81% | −1,500−0.6% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 262,583 | $4.13M | 3.30% | +5,610+2.2% | Added |
| Cary Street Partner Investment Advisory LLC | 263,743 | $4.15M | 0.18% | +249,387+1,737.2% | Added |
| Fort Sheridan Advisors LLC | 264,481 | $4.16M | 0.78% | +48,536+22.5% | Added |
| International Assets Investment Management, LLC | 266,637 | $4.18M | 0.44% | −5,606−2.1% | Reduced |
| Sunbelt Securities, Inc. | 268,275 | $4.22M | 0.47% | +72,802+37.2% | Added |
| Knollwood Investment Advisory, LLC | 270,000 | $4.25M | 0.77% | 00.0% | Unchanged |
| Calamos Advisors LLC | 272,025 | $4.28M | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 278,280 | $4.38M | 0.10% | +29,187+11.7% | Added |
| Empowered Funds, LLC | 279,744 | $4.40M | 0.08% | +44,136+18.7% | Added |
| Prevail Innovative Wealth Advisors, LLC | 282,604 | $4.45M | 1.65% | +5,134+1.9% | Added |
| PSI Advisors, LLC | 284,205 | $4.47M | 1.62% | −16,218−5.4% | Reduced |
| Advisory Services Network, LLC | 284,625 | $4.48M | 0.10% | +18,107+6.8% | Added |
| Baldwin Brothers Inc | 287,129 | $4.52M | 0.34% | −1,200−0.4% | Reduced |
| Old North State Wealth Management, LLC | 287,947 | $4.53M | 2.96% | +54,334+23.3% | Added |
| Lake Street Financial LLC | 293,263 | $4.61M | 0.64% | +8,745+3.1% | Added |
| Capital Analysts, LLC | 296,573 | $4.67M | 0.22% | −19,470−6.2% | Reduced |
| Fort Washington Investment Advisors Inc | 296,703 | $4.67M | 0.03% | −34,584−10.4% | Reduced |
| Advisors Asset Management, Inc. | 296,909 | $4.67M | 0.09% | −75,002−20.2% | Reduced |
| Nations Financial Group Inc, | 302,207 | $4.75M | 0.40% | +620.0% | Added |
| Lido Advisors, LLC | 308,318 | $4.85M | 0.04% | −91,213−22.8% | Reduced |
| DCF Advisers, LLC | 309,250 | $4.86M | 2.93% | −750−0.2% | Reduced |
| Cohen Capital Management, Inc. | 313,593 | $4.93M | 0.87% | +41,889+15.4% | Added |
| Keebeck Wealth Management, LLC | 314,387 | $4.95M | 0.73% | +10.0% | Added |
| Capital Advisors Inc | 316,037 | $4.97M | 0.11% | −104,025−24.8% | Reduced |
| Cambiar Investors LLC | 318,451 | $5.01M | 0.19% | +1,380+0.4% | Added |
| The PNC Financial Services Group, Inc. | 325,832 | $5.13M | 0.00% | +20,031+6.6% | Added |
| Hodges Capital Management Inc. | 329,835 | $5.19M | 0.33% | +26,298+8.7% | Added |
| Nuveen Asset Management, LLC | 336,810 | $5.30M | 0.00% | +51,507+18.1% | Added |
| Crescent Grove Advisors, LLC | 338,048 | $5.32M | 0.55% | +15,144+4.7% | Added |
| Cullen Capital Management LLC | 344,779 | $5.42M | 0.06% | −4,370−1.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 349,974 | $5.51M | 0.06% | +36,486+11.6% | Added |
| ORG Partners LLC | 357,825 | $5.61M | 10.68% | +357,825 | New |
| Cumberland Partners Ltd | 366,705 | $5.77M | 0.42% | +366,705 | New |
| CIBC World Markets Inc. | 369,761 | $5.82M | 0.01% | +1,480+0.4% | Added |
| SL Advisors, LLC | 376,197 | $5.92M | 11.65% | 00.0% | Unchanged |
| Castleark Management LLC | 378,840 | $5.96M | 0.25% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 382,150 | $6.01M | 0.46% | +29,093+8.2% | Added |
| Salem Investment Counselors Inc | 383,774 | $6.04M | 0.20% | −1,023−0.3% | Reduced |
| Alden Global Capital LLC | 386,546 | $6.08M | 4.57% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 388,090 | $6.10M | 1.09% | −6,064−1.5% | Reduced |
| Ameriprise Financial Inc | 395,844 | $6.23M | 0.00% | −4,463−1.1% | Reduced |
| Granby Capital Management, LLC | 400,000 | $6.29M | 3.07% | 00.0% | Unchanged |
| Cna Financial Corp | 400,000 | $6.29M | 3.15% | +400,000 | New |
| Blair William & Co | 411,845 | $6.48M | 0.02% | −647−0.2% | Reduced |