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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 844,929 | $13.3M | 0.04% | +678,693+408.3% | Added |
| McGowan Group Asset Management, Inc. | 837,310 | $13.2M | 1.90% | −3,905−0.5% | Reduced |
| TownSquare Capital, LLC | 837,155 | $13.2M | 0.19% | +66,440+8.6% | Added |
| Diversify Advisory Services, LLC | 828,881 | $13.0M | 0.77% | +828,881 | New |
| Private Capital Advisors, Inc. | 821,336 | $12.9M | 1.61% | +4,987+0.6% | Added |
| GTS Securities LLC | 820,044 | $12.9M | 0.35% | +405,414+97.8% | Added |
| Williams Jones Wealth Management, LLC. | 814,273 | $12.8M | 0.16% | +19,350+2.4% | Added |
| Pathstone Holdings, LLC | 786,429 | $12.4M | 0.06% | −3,119−0.4% | Reduced |
| Glenmede Trust Co NA | 779,999 | $12.3M | 0.06% | +65,423+9.2% | Added |
| Kamunting Street Capital Management, L.P. | 762,295 | $12.0M | 11.69% | −148,500−16.3% | Reduced |
| Bollard Group LLC | 757,825 | $11.9M | 0.36% | +17,575+2.4% | Added |
| National Asset Management, Inc. | 848,936 | $11.9M | 0.32% | +47,324+5.9% | Added |
| Parsons Capital Management Inc | 739,496 | $11.6M | 0.80% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 717,352 | $11.3M | 4.38% | +717,352 | New |
| Oppenheimer & Co Inc | 703,569 | $11.1M | 0.18% | +22,681+3.3% | Added |
| Spirit of America Management Corp | 701,700 | $11.0M | 2.22% | −94,500−11.9% | Reduced |
| Americana Partners, LLC | 692,409 | $10.9M | 0.91% | +80,770+13.2% | Added |
| Callodine Capital Management, LP | 650,000 | $10.2M | 2.47% | +85,000+15.0% | Added |
| Creative Planning | 644,350 | $10.1M | 0.01% | +100,818+18.5% | Added |
| Clear Street Markets LLC | 641,100 | $10.1M | 4.61% | +303,500+89.9% | Added |
| Bokf, NA | 639,738 | $10.0M | 0.18% | −2,800−0.4% | Reduced |
| Kestra Advisory Services, LLC | 624,262 | $9.82M | 0.07% | +552,357+768.2% | Added |
| HRT Financial LP | 601,993 | $9.47M | 0.06% | −2,924,692−82.9% | Reduced |
| Hennessy Advisors Inc | 585,500 | $9.21M | 0.39% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 563,457 | $8.86M | 2.57% | −554,873−49.6% | Reduced |
| Ensign Peak Advisors, Inc | 555,230 | $8.73M | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 553,494 | $8.71M | 0.10% | +27,916+5.3% | Added |
| MAI Capital Management | 553,295 | $8.70M | 0.09% | +74,345+15.5% | Added |
| ELCO Management Co., LLC | 552,593 | $8.69M | 5.29% | +1,232+0.2% | Added |
| Requisite Capital Management, LLC | 550,610 | $8.66M | 1.89% | +32,265+6.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 549,971 | $8.65M | 0.02% | +15,097+2.8% | Added |
| Simplex Trading, LLC | 546,419 | $8.60M | 0.25% | −378,759−40.9% | Reduced |
| Merewether Investment Management, LP | 5,391,292 | $8.53M | 0.45% | +5,391,292 | New |
| IFP Advisors, Inc | 519,170 | $8.17M | 0.36% | +8,550+1.7% | Added |
| Insight Folios Inc | 516,520 | $8.12M | 3.29% | −76,518−12.9% | Reduced |
| Janney Montgomery Scott LLC | 499,752 | $7.86M | 0.02% | +20,786+4.3% | Added |
| Private Advisor Group, LLC | 495,391 | $7.79M | 0.06% | +77,444+18.5% | Added |
| Wexford Capital LP | 495,015 | $7.79M | 1.59% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 478,922 | $7.53M | 0.83% | +4,780+1.0% | Added |
| Advisors Capital Management, LLC | 477,292 | $7.51M | 0.14% | −58,882−11.0% | Reduced |
| Oxbow Advisors, LLC | 469,873 | $7.39M | 1.01% | +349,659+290.9% | Added |
| Captrust Financial Advisors | 462,896 | $7.28M | 0.03% | −700,302−60.2% | Reduced |
| Chiron Investment Management, LLC | 462,817 | $7.28M | 3.16% | +1990.0% | Added |
| Moors & Cabot, Inc. | 453,560 | $7.13M | 0.39% | +17,985+4.1% | Added |
| Avenir Corp | 451,019 | $7.09M | 0.61% | +6,314+1.4% | Added |
| American Financial Group Inc | 450,896 | $7.09M | 2.66% | 00.0% | Unchanged |
| Northern Trust Corp | 449,979 | $7.08M | 0.00% | −10,811−2.3% | Reduced |
| Cutler Capital Management, LLC | 449,503 | $7.07M | 2.78% | +8,291+1.9% | Added |
| Cutter & CO Brokerage, Inc. | 443,763 | $6.98M | 1.71% | +4,575+1.0% | Added |
| Concorde Financial Corp | 442,558 | $6.96M | 6.33% | +1,275+0.3% | Added |
| Sowell Financial Services LLC | 442,072 | $6.95M | 0.33% | +1,907+0.4% | Added |
| Brown Advisory Inc | 441,756 | $6.95M | 0.01% | +7,639+1.8% | Added |
| Cercano Management LLC | 438,495 | $6.90M | 0.19% | +192,370+78.2% | Added |
| GWM Advisors LLC | 437,343 | $6.88M | 0.06% | +49,397+12.7% | Added |
| SG Americas Securities, LLC | 432,254 | $6.80M | 0.03% | +152,748+54.6% | Added |
| Pekin Hardy Strauss, Inc. | 431,570 | $6.79M | 0.93% | +8,475+2.0% | Added |
| Amitell Capital Pte Ltd | 428,146 | $6.73M | 5.70% | 00.0% | Unchanged |
| Fogel Capital Management, Inc. | 411,589 | $6.54M | 3.85% | −2,955−0.7% | Reduced |
| Blair William & Co | 411,845 | $6.48M | 0.02% | −647−0.2% | 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 |
| Ameriprise Financial Inc | 395,844 | $6.23M | 0.00% | −4,463−1.1% | Reduced |
| Gilman Hill Asset Management, LLC | 388,090 | $6.10M | 1.09% | −6,064−1.5% | Reduced |
| Alden Global Capital LLC | 386,546 | $6.08M | 4.57% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 383,774 | $6.04M | 0.20% | −1,023−0.3% | Reduced |
| Tectonic Advisors LLC | 382,150 | $6.01M | 0.46% | +29,093+8.2% | Added |
| Castleark Management LLC | 378,840 | $5.96M | 0.25% | 00.0% | Unchanged |
| SL Advisors, LLC | 376,197 | $5.92M | 11.65% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 369,761 | $5.82M | 0.01% | +1,480+0.4% | Added |
| Cumberland Partners Ltd | 366,705 | $5.77M | 0.42% | +366,705 | New |
| ORG Partners LLC | 357,825 | $5.61M | 10.68% | +357,825 | New |
| Steward Partners Investment Advisory, LLC | 349,974 | $5.51M | 0.06% | +36,486+11.6% | Added |
| Cullen Capital Management LLC | 344,779 | $5.42M | 0.06% | −4,370−1.3% | Reduced |
| Crescent Grove Advisors, LLC | 338,048 | $5.32M | 0.55% | +15,144+4.7% | Added |
| Nuveen Asset Management, LLC | 336,810 | $5.30M | 0.00% | +51,507+18.1% | Added |
| Hodges Capital Management Inc. | 329,835 | $5.19M | 0.33% | +26,298+8.7% | Added |
| The PNC Financial Services Group, Inc. | 325,832 | $5.13M | 0.00% | +20,031+6.6% | Added |
| Cambiar Investors LLC | 318,451 | $5.01M | 0.19% | +1,380+0.4% | Added |
| Capital Advisors Inc | 316,037 | $4.97M | 0.11% | −104,025−24.8% | Reduced |
| Keebeck Wealth Management, LLC | 314,387 | $4.95M | 0.73% | +10.0% | Added |
| Cohen Capital Management, Inc. | 313,593 | $4.93M | 0.87% | +41,889+15.4% | Added |
| DCF Advisers, LLC | 309,250 | $4.86M | 2.93% | −750−0.2% | Reduced |
| Lido Advisors, LLC | 308,318 | $4.85M | 0.04% | −91,213−22.8% | Reduced |
| Nations Financial Group Inc, | 302,207 | $4.75M | 0.40% | +620.0% | Added |
| Advisors Asset Management, Inc. | 296,909 | $4.67M | 0.09% | −75,002−20.2% | Reduced |
| Fort Washington Investment Advisors Inc | 296,703 | $4.67M | 0.03% | −34,584−10.4% | Reduced |
| Capital Analysts, LLC | 296,573 | $4.67M | 0.22% | −19,470−6.2% | Reduced |
| Lake Street Financial LLC | 293,263 | $4.61M | 0.64% | +8,745+3.1% | Added |
| Old North State Wealth Management, LLC | 287,947 | $4.53M | 2.96% | +54,334+23.3% | Added |
| Baldwin Brothers Inc | 287,129 | $4.52M | 0.34% | −1,200−0.4% | Reduced |
| Advisory Services Network, LLC | 284,625 | $4.48M | 0.10% | +18,107+6.8% | Added |
| PSI Advisors, LLC | 284,205 | $4.47M | 1.62% | −16,218−5.4% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 282,604 | $4.45M | 1.65% | +5,134+1.9% | Added |
| Empowered Funds, LLC | 279,744 | $4.40M | 0.08% | +44,136+18.7% | Added |
| Capital Investment Advisors, LLC | 278,280 | $4.38M | 0.10% | +29,187+11.7% | Added |
| Calamos Advisors LLC | 272,025 | $4.28M | 0.02% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 270,000 | $4.25M | 0.77% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 268,275 | $4.22M | 0.47% | +72,802+37.2% | Added |
| International Assets Investment Management, LLC | 266,637 | $4.18M | 0.44% | −5,606−2.1% | Reduced |
| Fort Sheridan Advisors LLC | 264,481 | $4.16M | 0.78% | +48,536+22.5% | Added |