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 |
|---|---|---|---|---|---|
| Cary Street Partner Investment Advisory LLC | 263,743 | $4.15M | 0.18% | +249,387+1,737.2% | Added |
| Shepherd Kaplan Krochuk, LLC | 262,583 | $4.13M | 3.30% | +5,610+2.2% | Added |
| Bourgeon Capital Management LLC | 262,495 | $4.13M | 0.81% | −1,500−0.6% | Reduced |
| Anthracite Investment Company, Inc. | 259,210 | $4.08M | 2.05% | +20,000+8.4% | Added |
| Stratos Wealth Partners, LTD. | 255,222 | $4.01M | 0.07% | −7,155−2.7% | Reduced |
| Jane Street Group, LLC | 254,928 | $4.01M | 0.01% | −616,100−70.7% | Reduced |
| Pin Oak Investment Advisors Inc | 253,491 | $3.99M | 3.83% | −3,728−1.4% | Reduced |
| Prospera Financial Services Inc | 252,187 | $3.97M | 0.12% | −3,311−1.3% | Reduced |
| ProShare Advisors LLC | 251,989 | $3.96M | 0.01% | −22,542−8.2% | Reduced |
| Clear Street Derivatives LLC | 251,300 | $3.95M | 0.10% | +251,300 | New |
| First Trust Advisors LP | 250,634 | $3.94M | 0.00% | −17,214−6.4% | Reduced |
| Morningstar Investment Management LLC | 250,633 | $3.94M | 0.43% | 00.0% | Unchanged |
| Independent Advisor Alliance | 246,567 | $3.88M | 0.14% | +13,794+5.9% | Added |
| Prospect Financial Services LLC | 245,482 | $3.86M | 3.19% | −22,804−8.5% | Reduced |
| Pacer Advisors, Inc. | 244,695 | $3.85M | 0.01% | +6,942+2.9% | Added |
| Virtu Financial LLC | 241,360 | $3.80M | 0.29% | +179,280+288.8% | Added |
| Apollon Wealth Management, LLC | 241,365 | $3.80M | 0.12% | +27,459+12.8% | Added |
| Valeo Financial Advisors, LLC | 238,971 | $3.79M | 0.14% | −16,127−6.3% | Reduced |
| D.A. Davidson & Co. | 240,669 | $3.79M | 0.03% | +32,116+15.4% | Added |
| Institutional & Family Asset Management, LLC | 237,268 | $3.73M | 0.60% | 00.0% | Unchanged |
| BlackRock Inc. | 236,174 | $3.72M | 0.00% | +389+0.2% | Added |
| Franklin Resources Inc | 235,363 | $3.70M | 0.00% | +35,100+17.5% | Added |
| Bahl & Gaynor Inc | 228,569 | $3.60M | 0.02% | 00.0% | Unchanged |
| Lincoln National Corp | 228,021 | $3.59M | 0.06% | +19,774+9.5% | Added |
| American Assets Investment Management, LLC | 225,800 | $3.55M | 0.34% | 00.0% | Unchanged |
| Cerity Partners LLC | 225,427 | $3.55M | 0.01% | +17,718+8.5% | Added |
| Warren Averett Asset Management, LLC | 225,052 | $3.54M | 0.08% | +2,521+1.1% | Added |
| Northern Right Capital Management, L.P. | 223,638 | $3.52M | 1.27% | 00.0% | Unchanged |
| Inscription Capital, LLC | 221,559 | $3.49M | 0.57% | +221,559 | New |
| 180 Wealth Advisors, LLC | 220,528 | $3.47M | 0.62% | −6,476−2.9% | Reduced |
| Bluefin Capital Management, LLC | 215,231 | $3.39M | 0.55% | +12,238+6.0% | Added |
| Jefferies Financial Group Inc. | 208,527 | $3.28M | 0.07% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 207,000 | $3.26M | 0.42% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 205,638 | $3.23M | 1.42% | +60.0% | Added |
| Jump Financial, LLC | 205,085 | $3.23M | 0.09% | +27,385+15.4% | Added |
| Goldentree Asset Management LP | 201,343 | $3.17M | 0.25% | 00.0% | Unchanged |
| Lavaca Capital LLC | 192,800 | $3.03M | 1.85% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 190,171 | $2.99M | 1.20% | 00.0% | Unchanged |
| Brookstone Capital Management | 190,124 | $2.99M | 0.05% | +5,894+3.2% | Added |
| Ingalls & Snyder LLC | 189,420 | $2.98M | 0.13% | +2,299+1.2% | Added |
| Basso Capital Management, L.P. | 188,500 | $2.97M | 2.80% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 187,207 | $2.94M | 0.07% | −269,534−59.0% | Reduced |
| CFM Wealth Partners LLC | 186,122 | $2.93M | 0.59% | +24,373+15.1% | Added |
| Monticello Wealth Management, LLC | 185,568 | $2.92M | 0.27% | +11,287+6.5% | Added |
| Venture Visionary Partners LLC | 184,714 | $2.91M | 0.14% | −8,046−4.2% | Reduced |
| Kestra Private Wealth Services, LLC | 183,424 | $2.89M | 0.07% | +183,424 | New |
| Ieq Capital, LLC | 183,128 | $2.88M | 0.04% | −9,488−4.9% | Reduced |
| First Dallas Securities Inc. | 179,276 | $2.82M | 1.30% | +23,804+15.3% | Added |
| Keybank National Association | 179,072 | $2.82M | 0.01% | +20,374+12.8% | Added |
| Jackson Hole Capital Partners, LLC | 178,752 | $2.81M | 0.64% | +12,481+7.5% | Added |
| Terril Brothers, Inc. | 178,102 | $2.80M | 0.96% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 174,596 | $2.75M | 0.05% | −5,309−3.0% | Reduced |
| Summit Financial, LLC | 174,193 | $2.74M | 0.16% | +24,464+16.3% | Added |
| IHT Wealth Management, LLC | 173,891 | $2.74M | 0.11% | +2,407+1.4% | Added |
| Oppenheimer Asset Management Inc. | 172,982 | $2.72M | 0.04% | −14,346−7.7% | Reduced |
| Botty Investors LLC | 172,570 | $2.71M | 1.13% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 171,384 | $2.69M | 2.32% | +2,299+1.4% | Added |
| Beverly Hills Private Wealth, LLC | 166,702 | $2.62M | 0.61% | +511+0.3% | Added |
| Icon Wealth Advisors, LLC | 166,198 | $2.61M | 0.24% | −2,028−1.2% | Reduced |
| True North Advisors, LLC | 165,988 | $2.61M | 0.72% | +165,988 | New |
| Howard Financial Services, Ltd. | 162,702 | $2.56M | 0.44% | +2,898+1.8% | Added |
| Kornitzer Capital Management Inc | 162,600 | $2.56M | 0.05% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 161,686 | $2.54M | 0.08% | +4,216+2.7% | Added |
| Mutual Advisors, LLC | 161,076 | $2.53M | 0.08% | +14,133+9.6% | Added |
| Silvercrest Asset Management Group LLC | 159,264 | $2.51M | 0.02% | +38,383+31.8% | Added |
| CoreCap Advisors, LLC | 156,902 | $2.47M | 0.13% | +14,283+10.0% | Added |
| Ashford Capital Management Inc | 155,943 | $2.45M | 0.33% | +115,100+281.8% | Added |
| Finer Wealth Management, Inc. | 153,726 | $2.42M | 1.59% | +39,237+34.3% | Added |
| M&T Bank Corp | 152,968 | $2.41M | 0.01% | −598−0.4% | Reduced |
| Great Valley Advisor Group, Inc. | 150,173 | $2.36M | 0.07% | +12,652+9.2% | Added |
| Wolverine Trading, LLC | 147,999 | $2.33M | 0.02% | +47,766+47.7% | Added |
| Northeast Financial Consultants Inc | 145,927 | $2.30M | 0.11% | −3,616−2.4% | Reduced |
| US Bancorp | 145,530 | $2.29M | 0.00% | −364−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 144,381 | $2.27M | 0.03% | −129,148−47.2% | Reduced |
| Avantax Advisory Services, Inc. | 144,264 | $2.27M | 0.02% | −9,232−6.0% | Reduced |
| Kingsview Wealth Management, LLC | 143,825 | $2.26M | 0.06% | +20,961+17.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 143,657 | $2.26M | 0.55% | −1,475−1.0% | Reduced |
| Fifth Third Bancorp | 143,224 | $2.25M | 0.01% | +23,422+19.6% | Added |
| Northwestern Mutual Wealth Management Co | 141,377 | $2.22M | 0.00% | −853−0.6% | Reduced |
| Adell Harriman & Carpenter Inc | 139,047 | $2.19M | 0.18% | +27,743+24.9% | Added |
| Sigma Planning Corp | 138,855 | $2.18M | 0.07% | +49,035+54.6% | Added |
| Outfitter Financial LLC | 137,762 | $2.17M | 1.78% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 137,023 | $2.15M | 0.01% | −76,049−35.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 136,000 | $2.14M | 0.00% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 134,031 | $2.11M | 1.03% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 133,291 | $2.10M | 2.22% | −4,200−3.1% | Reduced |
| Aveo Capital Partners, LLC | 131,901 | $2.10M | 0.23% | −1,658−1.2% | Reduced |
| Clarus Group, Inc. | 131,778 | $2.07M | 1.45% | −12,400−8.6% | Reduced |
| Global Retirement Partners, LLC | 131,143 | $2.06M | 0.08% | −4,005−3.0% | Reduced |
| Kirr Marbach & Co LLC | 130,428 | $2.05M | 0.50% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 129,808 | $2.04M | 0.03% | −61,000−32.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 128,653 | $2.02M | 0.03% | +659+0.5% | Added |
| Cobblestone Capital Advisors LLC | 128,574 | $2.02M | 0.13% | +300+0.2% | Added |
| Rockwood Wealth Management, LLC | 127,422 | $2.00M | 0.26% | +10.0% | Added |
| Bramshill Investments, LLC | 126,670 | $1.99M | 0.23% | −91,445−41.9% | Reduced |
| Lindbrook Capital, LLC | 124,403 | $1.96M | 0.18% | −1,514−1.2% | Reduced |
| GraniteShares Advisors LLC | 123,287 | $1.94M | 1.03% | +15,694+14.6% | Added |
| Geode Capital Management, LLC | 121,968 | $1.92M | 0.00% | +1,882+1.6% | Added |
| Burford Brothers, Inc. | 120,822 | $1.90M | 1.25% | 00.0% | Unchanged |
| Forum Financial Management, LP | 119,075 | $1.87M | 0.03% | +3,929+3.4% | Added |