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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 118,397 | $1.86M | 0.07% | +3,392+2.9% | Added |
| Green Square Capital Advisors LLC | 117,409 | $1.85M | 0.25% | −3,756−3.1% | Reduced |
| Van Eck Associates Corp | 117,039 | $1.84M | 0.00% | −83,842−41.7% | Reduced |
| MML Investors Services, LLC | 116,698 | $1.84M | 0.01% | +3,620+3.2% | Added |
| Quantum Private Wealth, LLC | 116,568 | $1.83M | 0.68% | +20,385+21.2% | Added |
| New Republic Capital, LLC | 115,973 | $1.82M | 1.16% | 00.0% | Unchanged |
| PFG Investments, LLC | 115,412 | $1.82M | 0.11% | +71,845+164.9% | Added |
| Kercheville Advisors, LLC | 114,900 | $1.81M | 0.85% | +26,400+29.8% | Added |
| Cresset Asset Management, LLC | 114,514 | $1.80M | 0.01% | +7,836+7.3% | Added |
| Chiron Capital Management, LLC | 114,400 | $1.80M | 1.63% | −3,950−3.3% | Reduced |
| Albert D Mason Inc | 114,237 | $1.80M | 1.11% | +1,252+1.1% | Added |
| Dynamic Advisor Solutions LLC | 113,824 | $1.79M | 0.06% | +7,496+7.0% | Added |
| Pingora Partners LLC | 113,656 | $1.79M | 1.30% | −896−0.8% | Reduced |
| Spire Wealth Management | 110,658 | $1.74M | 0.05% | +1,810+1.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 110,543 | $1.74M | 0.14% | −4,744−4.1% | Reduced |
| Jacobi Capital Management LLC | 108,666 | $1.71M | 0.16% | +359+0.3% | Added |
| Royal Fund Management, LLC | 107,648 | $1.69M | 0.20% | +7,707+7.7% | Added |
| Chapin Davis, Inc. | 107,411 | $1.69M | 0.62% | −1,417−1.3% | Reduced |
| Davenport & Co LLC | 107,094 | $1.68M | 0.01% | +2,574+2.5% | Added |
| Raymond James Trust N.A. | 106,125 | $1.67M | 0.04% | −52,407−33.1% | Reduced |
| Clarkston Capital Partners, LLC | 103,840 | $1.63M | 0.03% | +103,840 | New |
| Millennium Capital Advisors, LLC | 103,837 | $1.63M | 1.15% | +3,334+3.3% | Added |
| TCW Group Inc | 103,400 | $1.63M | 0.02% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 103,390 | $1.63M | 0.74% | −1,960−1.9% | Reduced |
| Intellectus Partners, LLC | 103,141 | $1.62M | 0.43% | +596+0.6% | Added |
| Custom Index Systems, LLC | 103,051 | $1.62M | 0.92% | −8,866−7.9% | Reduced |
| Taconic Capital Advisors LP | 100,000 | $1.57M | 0.20% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 99,794 | $1.57M | 0.30% | +8,000+8.7% | Added |
| Griffin Asset Management, Inc. | 99,078 | $1.56M | 0.19% | +1,058+1.1% | Added |
| LexAurum Advisors, LLC | 98,711 | $1.55M | 0.39% | −98−0.1% | Reduced |
| Massachusetts Financial Services Co | 98,256 | $1.55M | 0.00% | −854−0.9% | Reduced |
| Transcend Wealth Collective, LLC | 96,699 | $1.52M | 0.12% | +18,968+24.4% | Added |
| Haverford Trust Co | 95,128 | $1.50M | 0.02% | +1,000+1.1% | Added |
| Teamwork Financial Advisors, LLC | 94,979 | $1.49M | 0.23% | −406,764−81.1% | Reduced |
| Selway Asset Management | 94,900 | $1.49M | 0.60% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 94,581 | $1.49M | 0.00% | +63,911+208.4% | Added |
| Edge Capital Group, LLC | 94,214 | $1.48M | 0.07% | +1,750+1.9% | Added |
| Quadrant Capital Group LLC | 93,818 | $1.48M | 0.12% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 93,536 | $1.47M | 0.08% | −66,000−41.4% | Reduced |
| Bank of Montreal | 94,455 | $1.47M | 0.00% | +10,280+12.2% | Added |
| Nokomis Capital, L.L.C. | 92,879 | $1.46M | 0.64% | −20,800−18.3% | Reduced |
| Equitable Holdings, Inc. | 92,513 | $1.46M | 0.02% | −315−0.3% | Reduced |
| Independent Financial Group, LLC | 90,707 | $1.43M | 0.07% | +9,349+11.5% | Added |
| Foundations Investment Advisors, LLC | 90,647 | $1.43M | 0.04% | −3,690−3.9% | Reduced |
| VELA Investment Management, LLC | 90,407 | $1.42M | 0.52% | −6,711−6.9% | Reduced |
| XTX Topco Ltd | 89,943 | $1.41M | 0.19% | +89,943 | New |
| Cascade Investment Group, Inc. | 89,786 | $1.41M | 1.06% | +2,425+2.8% | Added |
| Belpointe Asset Management LLC | 89,153 | $1.40M | 0.11% | −7,642−7.9% | Reduced |
| Intrua Financial, LLC | 88,895 | $1.40M | 0.22% | +10,356+13.2% | Added |
| Gamco Investors, Inc. Et Al | 88,755 | $1.40M | 0.01% | +70,000+373.2% | Added |
| Exencial Wealth Advisors, LLC | 88,501 | $1.39M | 0.05% | +46,605+111.2% | Added |
| Tower Research Capital LLC (TRC) | 87,920 | $1.38M | 0.03% | +75,837+627.6% | Added |
| Penbrook Management LLC | 87,496 | $1.38M | 0.85% | −7,115−7.5% | Reduced |
| Atria Investments LLC | 87,265 | $1.37M | 0.02% | −8,417−8.8% | Reduced |
| Stockman Wealth Management, Inc. | 86,916 | $1.37M | 0.24% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 86,849 | $1.37M | 0.57% | +855+1.0% | Added |
| Alpine Woods Capital Investors, LLC | 86,000 | $1.35M | 0.27% | 00.0% | Unchanged |
| Toroso Investments, LLC | 86,196 | $1.34M | 0.02% | +9,849+12.9% | Added |
| Bridges Investment Management Inc | 85,260 | $1.34M | 0.04% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 84,582 | $1.33M | 0.71% | −300−0.4% | Reduced |
| Sonora Investment Management Group, LLC | 84,542 | $1.33M | 0.10% | −1,684−2.0% | Reduced |
| Snowden Capital Advisors LLC | 84,478 | $1.33M | 0.04% | +2,928+3.6% | Added |
| Summit Financial Strategies, Inc. | 84,007 | $1.32M | 0.18% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 83,372 | $1.31M | 0.21% | −4,023−4.6% | Reduced |
| Sanders Morris Harris LLC | 83,102 | $1.31M | 0.25% | +35,946+76.2% | Added |
| Parkwood LLC | 81,921 | $1.29M | 0.14% | +2,300+2.9% | Added |
| Ameritas Advisory Services, LLC | 81,094 | $1.28M | 0.05% | +61,284+309.4% | Added |
| SpiderRock Advisors, LLC | 82,032 | $1.28M | 0.04% | +82,032 | New |
| Geneos Wealth Management Inc. | 80,831 | $1.27M | 0.06% | +2,639+3.4% | Added |
| Founders Financial Securities LLC | 79,066 | $1.24M | 0.13% | +1,171+1.5% | Added |
| McAdam, LLC | 77,996 | $1.23M | 0.08% | −55−0.1% | Reduced |
| Ziegler Capital Management, LLC | 77,933 | $1.23M | 0.05% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 77,250 | $1.22M | 0.02% | −2,157−2.7% | Reduced |
| StoneX Group Inc. | 76,998 | $1.21M | 0.11% | +24,711+47.3% | Added |
| Legacy Advisors, LLC | 76,538 | $1.20M | 0.15% | −17,800−18.9% | Reduced |
| Kovack Advisors, Inc. | 76,259 | $1.20M | 0.15% | −7,161−8.6% | Reduced |
| Ninepoint Partners LP | 76,215 | $1.20M | 0.15% | 00.0% | Unchanged |
| GFG Capital, LLC | 75,840 | $1.19M | 0.31% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 75,499 | $1.19M | 0.49% | +15,499+25.8% | Added |
| Linscomb & Williams, Inc. | 75,094 | $1.18M | 0.06% | +8,236+12.3% | Added |
| RMB Capital Management, LLC | 74,610 | $1.17M | 0.03% | −85−0.1% | Reduced |
| Ellsworth Advisors, LLC | 75,654 | $1.17M | 0.33% | +2,415+3.3% | Added |
| Addis & Hill, Inc | 72,653 | $1.16M | 0.99% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 73,663 | $1.16M | 0.09% | +73,663 | New |
| AE Wealth Management LLC | 72,787 | $1.14M | 0.01% | −172,675−70.3% | Reduced |
| IFG Advisory, LLC | 72,693 | $1.14M | 0.09% | +26,394+57.0% | Added |
| MidWestOne Financial Group, Inc. | 71,537 | $1.13M | 0.20% | +426+0.6% | Added |
| Bank of New York Mellon Corp | 71,363 | $1.12M | 0.00% | −7,561−9.6% | Reduced |
| Stablepoint Partners, LLC | 71,228 | $1.12M | 0.23% | +20,229+39.7% | Added |
| Congress Wealth Management LLC | 70,988 | $1.12M | 0.02% | −10,003−12.4% | Reduced |
| Stokes Family Office, LLC | 69,530 | $1.09M | 0.14% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 68,724 | $1.08M | 0.19% | +12,834+23.0% | Added |
| NewEdge Wealth, LLC | 68,407 | $1.08M | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 68,414 | $1.08M | 0.04% | +9,532+16.2% | Added |
| J.W. Cole Advisors, Inc. | 68,374 | $1.08M | 0.05% | +16,617+32.1% | Added |
| Western Wealth Management, LLC | 67,915 | $1.07M | 0.08% | +679+1.0% | Added |
| Sweet Financial Partners, LLC | 67,877 | $1.07M | 0.25% | +7,316+12.1% | Added |
| Lifestyle Asset Management, Inc. | 67,211 | $1.06M | 0.62% | +67,211 | New |
| Disciplined Investments, LLC | 67,168 | $1.06M | 0.58% | +2,171+3.3% | Added |
| Anchor Investment Management, LLC | 67,130 | $1.06M | 0.11% | 00.0% | Unchanged |