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 |
|---|---|---|---|---|---|
| Wagner Wealth Management, LLC | 66,926 | $1.05M | 0.32% | +777+1.2% | Added |
| Pathway Financial Advisers, LLC | 66,083 | $1.04M | 0.37% | +16,218+32.5% | Added |
| Birch Capital Management, LLC | 66,045 | $1.04M | 0.54% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 66,007 | $1.04M | 0.51% | +1,007+1.5% | Added |
| Howard Capital Management Inc. | 65,790 | $1.03M | 0.11% | +65,790 | New |
| Axxcess Wealth Management, LLC | 64,420 | $1.01M | 0.03% | −2,530−3.8% | Reduced |
| Monetary Management Group Inc | 64,000 | $1.01M | 0.28% | −2,000−3.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 63,372 | $996.8K | 0.01% | +93+0.1% | Added |
| FourThought Financial Partners, LLC | 63,337 | $996.3K | 0.11% | +546+0.9% | Added |
| Burney Co | 63,046 | $991.7K | 0.04% | +46,800+288.1% | Added |
| Cornerstone Advisory, LLC | 62,000 | $975.3K | 0.14% | +1,549+2.6% | Added |
| Cullen Investment Group, Ltd. | 61,700 | $973.6K | 0.15% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 61,225 | $963.1K | 0.85% | +7,740+14.5% | Added |
| Meridian Wealth Advisors, LLC | 61,054 | $960.4K | 0.18% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 60,839 | $957.0K | 0.04% | +30,613+101.3% | Added |
| Bard Financial Services, Inc. | 60,750 | $955.6K | 0.10% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 60,278 | $948.2K | 0.17% | +2,770+4.8% | Added |
| GFS Advisors, LLC | 60,000 | $944.0K | 0.16% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 59,694 | $939.0K | 0.04% | +1,043+1.8% | Added |
| Covenant Asset Management, LLC | 59,626 | $937.9K | 0.23% | +1,948+3.4% | Added |
| Nilsine Partners, LLC | 59,575 | $937.1K | 0.13% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 58,814 | $925.2K | 0.14% | +140.0% | Added |
| PFG Advisors | 58,362 | $918.0K | 0.07% | +1,412+2.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 58,309 | $917.2K | 0.22% | +18,174+45.3% | Added |
| Pointe Capital Management LLC | 56,610 | $890.5K | 0.55% | +460+0.8% | Added |
| NBC Securities, Inc. | 56,366 | $886.0K | 0.08% | +2,326+4.3% | Added |
| Gratus Capital LLC | 56,067 | $881.9K | 0.04% | +1,167+2.1% | Added |
| Olistico Wealth, LLC | 56,000 | $880.9K | 0.64% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 55,414 | $871.7K | 0.18% | +2,145+4.0% | Added |
| Holderness Investments Co | 55,255 | $869.2K | 0.21% | +3,236+6.2% | Added |
| First Manhattan Co | 54,884 | $863.3K | 0.00% | +3,160+6.1% | Added |
| Argent Trust Co | 54,677 | $860.1K | 0.04% | +17,610+47.5% | Added |
| Argent Advisors, Inc. | 54,268 | $853.6K | 0.34% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 61,607 | $850.2K | 0.05% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 53,987 | $849.2K | 0.02% | +6,290+13.2% | Added |
| United Capital Financial Advisers, LLC | 53,918 | $848.1K | 0.01% | −680−1.2% | Reduced |
| Guggenheim Capital LLC | 53,733 | $845.2K | 0.01% | −10,771−16.7% | Reduced |
| F&V Capital Management, LLC | 53,687 | $845.0K | 0.25% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 53,621 | $843.5K | 0.09% | +542+1.0% | Added |
| Avion Wealth | 53,341 | $840.0K | 0.23% | +150+0.3% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 51,336 | $807.5K | 0.33% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 51,277 | $806.6K | 0.12% | −527−1.0% | Reduced |
| Chase Investment Counsel Corp | 51,039 | $802.0K | 0.30% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 50,767 | $798.6K | 0.00% | −1,081−2.1% | Reduced |
| Compass Financial Group, INC | 50,540 | $795.0K | 0.18% | −1,306−2.5% | Reduced |
| Synovus Financial Corp | 49,597 | $780.2K | 0.01% | +46+0.1% | Added |
| Wellington Shields & Co., LLC | 49,527 | $779.1K | 0.26% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 49,238 | $774.5K | 0.22% | −6,748−12.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 48,629 | $764.9K | 0.09% | −2,673−5.2% | Reduced |
| Centaurus Financial, Inc. | 48,594 | $764.0K | 0.05% | +32,579+203.4% | Added |
| Newbridge Financial Services Group, Inc. | 48,318 | $760.0K | 0.33% | −5,254−9.8% | Reduced |
| TCTC Holdings, LLC | 48,308 | $759.9K | 0.03% | +10,960+29.3% | Added |
| Moody National Bank Trust Division | 48,306 | $759.9K | 0.06% | −5,055−9.5% | Reduced |
| CWM, LLC | 48,052 | $756.0K | 0.00% | +2,921+6.5% | Added |
| BLB&B Advisors, LLC | 47,972 | $754.6K | 0.04% | −6,000−11.1% | Reduced |
| Fortis Group Advisors, LLC | 47,434 | $746.1K | 0.14% | +7,610+19.1% | Added |
| Arete Wealth Advisors, LLC | 47,125 | $741.4K | 0.07% | +3,333+7.6% | Added |
| Alpha Cubed Investments, LLC | 47,128 | $741.3K | 0.04% | +14,736+45.5% | Added |
| KCM Investment Advisors LLC | 47,000 | $739.3K | 0.03% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 46,735 | $735.1K | 0.11% | 00.0% | Unchanged |
| BancorpSouth Bank | 46,671 | $734.1K | 0.05% | +426+0.9% | Added |
| Samalin Investment Counsel, LLC | 46,092 | $725.0K | 0.35% | +883+2.0% | Added |
| Thrive Wealth Management, LLC | 46,034 | $724.1K | 0.15% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 45,643 | $718.0K | 0.34% | +2,219+5.1% | Added |
| Empire Financial Management Company, LLC | 45,525 | $716.1K | 0.24% | +3,025+7.1% | Added |
| Thoroughbred Financial Services, LLC | 45,434 | $714.0K | 0.07% | −231−0.5% | Reduced |
| Highland Capital Management, LLC | 45,270 | $712.1K | 0.04% | −500−1.1% | Reduced |
| Advisor OS, LLC | 44,948 | $707.0K | 0.08% | +948+2.2% | Added |
| Gladstone Institutional Advisory LLC | 44,874 | $705.9K | 0.04% | +2,649+6.3% | Added |
| Waterfront Wealth Inc. | 44,348 | $705.1K | 0.20% | +100.0% | Added |
| Cornerstone Wealth Management, LLC | 44,626 | $702.0K | 0.06% | +7,431+20.0% | Added |
| Joseph P. Lucia & Associates, LLC | 44,465 | $699.4K | 0.37% | −1,025−2.3% | Reduced |
| Pinnacle Financial Partners Inc | 44,452 | $699.2K | 0.02% | +593+1.4% | Added |
| Wealth Alliance | 44,392 | $698.3K | 0.09% | −4,671−9.5% | Reduced |
| Fayez Sarofim & Co | 44,056 | $693.0K | 0.00% | 00.0% | Unchanged |
| Morton Capital Management LLC | 43,684 | $687.1K | 0.19% | +757+1.8% | Added |
| Waterloo Capital, L.P. | 43,557 | $685.2K | 0.09% | −17,605−28.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 43,425 | $683.1K | 0.07% | −6,597−13.2% | Reduced |
| Reuter James Wealth Management, LLC | 43,336 | $681.7K | 0.47% | +162+0.4% | Added |
| Invenio Wealth Partners LLC | 43,216 | $679.8K | 0.37% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 42,275 | $665.0K | 0.11% | +30.0% | Added |
| Strategic Financial Concepts, LLC | 42,224 | $664.2K | 0.16% | +42,224 | New |
| Chicago Capital, LLC | 42,071 | $661.8K | 0.02% | −1,645−3.8% | Reduced |
| FineMark National Bank & Trust | 42,003 | $660.7K | 0.02% | +4,562+12.2% | Added |
| Wealth Alliance Advisory Group, LLC | 41,963 | $660.1K | 0.15% | +4,057+10.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 41,959 | $660.0K | 0.04% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 41,905 | $659.2K | 0.07% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 42,717 | $658.7K | 0.09% | +42,717 | New |
| Levin Capital Strategies, L.P. | 41,600 | $654.4K | 0.07% | +600+1.5% | Added |
| Bouchey Financial Group Ltd | 41,402 | $651.3K | 0.06% | 00.0% | Unchanged |
| Modus Advisors, LLC | 41,302 | $649.7K | 0.24% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 41,056 | $645.8K | 0.34% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 40,590 | $638.5K | 0.31% | +20.0% | Added |
| Colony Group, LLC | 41,234 | $638.0K | 0.01% | +19,216+87.3% | Added |
| McDonald Partners LLC | 40,453 | $636.3K | 0.18% | +442+1.1% | Added |
| Lee Financial Co | 40,185 | $632.1K | 0.11% | −2,814−6.5% | Reduced |
| Samjo Management, LLC | 40,000 | $629.2K | 0.22% | +1,000+2.6% | Added |
| Vernal Point Advisors, LLC | 39,733 | $625.0K | 0.53% | +39,733 | New |
| EP Wealth Advisors, LLC | 39,479 | $621.0K | 0.01% | −5,583−12.4% | Reduced |
| Pinnacle Associates Ltd | 38,690 | $608.6K | 0.01% | −7,952−17.0% | Reduced |