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; 1,303 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 | 1,303 | $21.1B |
| Q1 2026 | 1,303 | $20.9B |
| Q4 2025 | 1,261 | $16.9B |
| Q3 2025 | 1,225 | $17.9B |
| Q2 2025 | 1,234 | $19.6B |
| Q1 2025 | 1,214 | $20.5B |
| Q4 2024 | 1,205 | $22.4B |
| Q3 2024 | 1,099 | $18.1B |
| Q2 2024 | 1,080 | $18.2B |
| Q1 2024 | 1,058 | $17.7B |
| Q4 2023 | 1,055 | $15.8B |
| Q3 2023 | 964 | $15.1B |
| Q2 2023 | 954 | $13.7B |
| Q1 2023 | 931 | $13.8B |
| Q4 2022 | 914 | $13.7B |
| Q3 2022 | 853 | $13.0B |
| Q2 2022 | 844 | $12.0B |
| Q1 2022 | 828 | $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 |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 9,321 | $146.6K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 9,175 | $144.3K | 0.05% | −1,000−9.8% | Reduced |
| Rothschild Investment LLC | 9,137 | $143.7K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 9,025 | $142.0K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 8,728 | $137.3K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 8,655 | $136.1K | 0.00% | −5,941−40.7% | Reduced |
| AllSquare Wealth Management LLC | 8,621 | $135.6K | 0.08% | 00.0% | Unchanged |
| MCF Advisors LLC | 8,390 | $132.0K | 0.01% | +20.0% | Added |
| Montag A & Associates Inc | 8,307 | $130.7K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 7,929 | $124.7K | 0.04% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 7,729 | $121.6K | 0.02% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 7,700 | $121.1K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 7,599 | $119.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 7,570 | $117.6K | 0.02% | +7,570 | New |
| State of Wyoming | 6,676 | $105.0K | 0.02% | −3,735−35.9% | Reduced |
| Main Street Group, LTD | 6,665 | $104.7K | 0.05% | +4,166+166.7% | Added |
| Creekmur Asset Management LLC | 6,472 | $101.8K | 0.03% | −643−9.0% | Reduced |
| Motco | 6,425 | $101.1K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 6,177 | $97.0K | 0.00% | −4,089−39.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 6,002 | $94.4K | 0.03% | +205+3.5% | Added |
| Tyler-Stone Wealth Management | 5,851 | $92.0K | 0.04% | +110+1.9% | Added |
| Cutler Group LP | 5,848 | $91.0K | 0.05% | +5,848 | New |
| Norwood Financial Corp | 5,649 | $88.9K | 0.13% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 5,535 | $87.1K | 0.00% | +329+6.3% | Added |
| Headlands Technologies LLC | 5,471 | $86.1K | 0.02% | +5,471 | New |
| Global Trust Asset Management, LLC | 5,300 | $83.4K | 0.03% | +1,000+23.3% | Added |
| IAG Wealth Partners, LLC | 5,290 | $83.2K | 0.02% | +100+1.9% | Added |
| Proffitt & Goodson Inc | 5,196 | $81.7K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5,155 | $81.1K | 0.01% | +1,888+57.8% | Added |
| City Holding Co | 4,963 | $78.1K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 4,882 | $76.8K | 0.00% | −14,924−75.4% | Reduced |
| Voisard Asset Management Group, Inc. | 4,776 | $75.1K | 0.04% | −4,000−45.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,658 | $73.3K | 0.03% | +3,064+192.2% | Added |
| Compass Wealth Management LLC | 4,500 | $70.8K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 4,451 | $70.0K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 4,434 | $69.7K | 0.02% | +4,434 | New |
| Miller Wealth Advisors, LLC | 4,424 | $69.6K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 4,376 | $68.8K | 0.01% | +94+2.2% | Added |
| HHM Wealth Advisors, LLC | 4,234 | $66.6K | 0.01% | −2,521−37.3% | Reduced |
| Eagle Bay Advisors LLC | 4,214 | $66.3K | 0.04% | +4,214 | New |
| Founders Capital Management | 4,192 | $65.9K | 0.04% | +1,000+31.3% | Added |
| Venturi Wealth Management, LLC | 4,177 | $65.7K | 0.00% | +4+0.1% | Added |
| Plante Moran Financial Advisors, LLC | 4,170 | $65.6K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 4,070 | $64.0K | 0.09% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 4,000 | $62.9K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 4,000 | $62.9K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,925 | $62.1K | 0.00% | +1,883+92.2% | Added |
| S.A. Mason LLC | 3,873 | $60.9K | 0.04% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 3,850 | $60.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 3,840 | $60.4K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 3,760 | $59.2K | 0.02% | +57+1.5% | Added |
| LGT Financial Advisors LLC | 3,731 | $58.7K | 0.07% | −21−0.6% | Reduced |
| Ronald Blue Trust, Inc. | 3,722 | $58.5K | 0.00% | +1,181+46.5% | Added |
| South State Corp. | 3,682 | $57.9K | 0.00% | −449−10.9% | Reduced |
| Sittner & Nelson, LLC | 3,600 | $56.6K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,500 | $55.1K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 3,450 | $54.3K | 0.01% | +50+1.5% | Added |
| Carolinas Wealth Consulting LLC | 3,242 | $51.0K | 0.01% | +70+2.2% | Added |
| Rational Advisors LLC | 3,238 | $50.9K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3,238 | $50.9K | 0.04% | +59+1.9% | Added |
| Albion Financial Group | 3,199 | $50.3K | 0.00% | +67+2.1% | Added |
| Financial Synergies Wealth Advisors, Inc. | 3,186 | $50.1K | 0.01% | +3,186 | New |
| WFA Asset Management Corp | 3,155 | $49.6K | 0.03% | +66+2.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,032 | $47.7K | 0.01% | +7+0.2% | Added |
| Essex Investment Management Co LLC | 2,987 | $47.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 2,958 | $46.5K | 0.03% | +62+2.1% | Added |
| Kozak & Associates, Inc. | 2,902 | $45.9K | 0.01% | +61+2.1% | Added |
| Activest Wealth Management | 2,909 | $45.8K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,900 | $45.6K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 2,626 | $41.0K | 0.03% | +2,626 | New |
| Rise Advisors, LLC | 2,565 | $40.3K | 0.02% | +587+29.7% | Added |
| Capital Advisors, Ltd. LLC | 2,558 | $40.0K | 0.01% | +403+18.7% | Added |
| Harbor Investment Advisory, LLC | 2,500 | $39.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 2,425 | $38.1K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 2,500 | $38.0K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,320 | $37.0K | 0.00% | +22+1.0% | Added |
| Cherry Tree Wealth Management, LLC | 2,211 | $34.8K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 2,203 | $34.6K | 0.02% | +48+2.2% | Added |
| Gilliland Jeter Wealth Management LLC | 2,072 | $32.6K | 0.01% | +2,072 | New |
| Rosenberg Matthew Hamilton | 2,000 | $31.4K | 0.01% | −1,109−35.7% | Reduced |
| Hanson & Doremus Investment Management | 1,952 | $31.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,953 | $30.7K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,920 | $30.2K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,917 | $30.2K | 0.01% | +192+11.1% | Added |
| Cape Investment Advisory, Inc. | 1,880 | $29.6K | 0.01% | −4,476−70.4% | Reduced |
| Evermay Wealth Management LLC | 1,844 | $29.0K | 0.00% | +500+37.2% | Added |
| LRI Investments, LLC | 1,840 | $28.9K | 0.01% | +1,840 | New |
| Peoples Financial Services Corp. | 1,792 | $28.2K | 0.01% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,768 | $27.8K | 0.01% | +1,768 | New |
| Delta Asset Management LLC | 1,756 | $27.6K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,722 | $27.1K | 0.01% | +37+2.2% | Added |
| Community Bank, N.A. | 1,700 | $26.7K | 0.00% | −951−35.9% | Reduced |
| Stone House Investment Management, LLC | 1,664 | $26.2K | 0.01% | +498+42.7% | Added |
| Continuum Advisory, LLC | 1,610 | $26.1K | 0.00% | +1,610 | New |
| Beacon Capital Management, LLC | 1,579 | $24.8K | 0.01% | −1,221−43.6% | Reduced |
| Colonial Trust Co | 1,567 | $24.6K | 0.00% | +375+31.5% | Added |
| McIlrath & Eck, LLC | 1,540 | $24.2K | 0.00% | +957+164.2% | Added |
| Sawyer & Company, Inc | 1,500 | $23.6K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,500 | $23.6K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,500 | $23.6K | 0.01% | +1,500 | New |