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 |
|---|---|---|---|---|---|
| JustInvest LLC | 38,355 | $603.3K | 0.01% | +38,355 | New |
| AlphaQ Advisors LLC | 38,261 | $601.9K | 0.36% | +797+2.1% | Added |
| Stratos Wealth Advisors, LLC | 38,140 | $600.0K | 0.04% | −5,974−13.5% | Reduced |
| Visionary Wealth Advisors | 37,911 | $596.3K | 0.04% | +221+0.6% | Added |
| Huntington National Bank | 37,831 | $595.1K | 0.00% | −329−0.9% | Reduced |
| Bessemer Group Inc | 37,671 | $593.0K | 0.00% | −5,100−11.9% | Reduced |
| North Star Investment Management Corp. | 37,391 | $588.2K | 0.04% | +10,397+38.5% | Added |
| GPS Wealth Strategies Group, LLC | 37,370 | $587.8K | 0.10% | −1,732−4.4% | Reduced |
| Doliver Advisors, LP | 37,346 | $587.5K | 0.17% | −1,100−2.9% | Reduced |
| Hilltop Wealth Advisors, LLC | 37,180 | $584.8K | 0.30% | +37,180 | New |
| Wealthstar Advisors, LLC | 37,044 | $582.7K | 0.20% | −1,430−3.7% | Reduced |
| Ausdal Financial Partners, Inc. | 37,043 | $582.7K | 0.07% | −895−2.4% | Reduced |
| XML Financial, LLC | 36,436 | $573.1K | 0.06% | −5,826−13.8% | Reduced |
| KPP Advisory Services LLC | 36,293 | $570.9K | 0.16% | +36,293 | New |
| Mattern Wealth Management LLC | 36,243 | $570.1K | 0.14% | +6,691+22.6% | Added |
| Asio Capital, LLC | 36,000 | $566.3K | 0.12% | −1,000−2.7% | Reduced |
| Moloney Securities Asset Management, LLC | 35,708 | $561.7K | 0.08% | −102−0.3% | Reduced |
| Sequoia Financial Advisors, LLC | 35,531 | $558.9K | 0.01% | +2,804+8.6% | Added |
| Perigon Wealth Management, LLC | 34,719 | $546.1K | 0.02% | −1,300−3.6% | Reduced |
| Diligent Investors, LLC | 34,483 | $542.4K | 0.14% | +204+0.6% | Added |
| Berkshire Asset Management LLC | 34,329 | $540.0K | 0.03% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 34,032 | $538.0K | 0.10% | +71+0.2% | Added |
| Gould Asset Management LLC | 34,056 | $535.7K | 0.13% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 34,000 | $534.8K | 0.17% | 00.0% | Unchanged |
| SCP Investment, LP | 33,800 | $531.7K | 0.33% | −5,000−12.9% | Reduced |
| Naples Global Advisors, LLC | 33,700 | $530.1K | 0.05% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 33,569 | $528.0K | 0.05% | +708+2.2% | Added |
| WR Wealth Planners, LLC | 33,533 | $527.5K | 0.16% | −1,920−5.4% | Reduced |
| Delos Wealth Advisors, LLC | 33,524 | $527.3K | 0.59% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 33,465 | $526.4K | 0.09% | +346+1.0% | Added |
| Camelot Portfolios, LLC | 33,272 | $523.4K | 0.51% | −1,744−5.0% | Reduced |
| Campbell Capital Management Inc | 33,000 | $519.0K | 0.23% | +14,000+73.7% | Added |
| Keystone Financial Group | 32,933 | $518.0K | 0.08% | +1,657+5.3% | Added |
| Veracity Capital LLC | 32,916 | $517.8K | 0.20% | +713+2.2% | Added |
| Asset Allocation Strategies LLC | 32,859 | $516.9K | 0.18% | +3,580+12.2% | Added |
| Security National Bank of Sioux City Iowa | 32,825 | $516.3K | 0.36% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 32,755 | $515.2K | 0.05% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 32,723 | $514.7K | 0.02% | +13,294+68.4% | Added |
| Lakeview Capital Partners, LLC | 32,698 | $514.3K | 0.08% | +4,005+14.0% | Added |
| LongView Wealth Management | 32,642 | $513.5K | 0.20% | −1,118−3.3% | Reduced |
| Neville Rodie & Shaw Inc | 32,549 | $512.0K | 0.04% | 00.0% | Unchanged |
| Romano Brothers and Company | 32,482 | $510.9K | 0.07% | +10,343+46.7% | Added |
| ARS Wealth Advisors Group, LLC | 32,430 | $510.1K | 0.07% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 32,213 | $506.7K | 0.06% | +1,617+5.3% | Added |
| Integrated Advisors Network LLC | 32,182 | $506.2K | 0.03% | +14,244+79.4% | Added |
| Rehmann Capital Advisory Group | 32,080 | $504.6K | 0.04% | +633+2.0% | Added |
| Brave Asset Management Inc | 32,000 | $503.4K | 0.13% | +14,000+77.8% | Added |
| Capital Advisory Group Advisory Services, LLC | 31,813 | $500.4K | 0.24% | +6,348+24.9% | Added |
| Financial Advisory Service, Inc. | 31,810 | $500.4K | 0.04% | +450+1.4% | Added |
| Freestone Capital Holdings, LLC | 31,729 | $499.1K | 0.02% | +31,729 | New |
| Boston Private Wealth LLC | 31,669 | $498.2K | 0.01% | +9,072+40.1% | Added |
| Conning Inc. | 31,667 | $498.1K | 0.02% | 00.0% | Unchanged |
| SFMG, LLC | 31,406 | $494.0K | 0.04% | +674+2.2% | Added |
| SRS Capital Advisors, Inc. | 31,262 | $491.8K | 0.05% | +185+0.6% | Added |
| We Are One Seven, LLC | 30,921 | $486.4K | 0.03% | +324+1.1% | Added |
| Full Sail Capital, LLC | 30,875 | $485.7K | 0.03% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 35,140 | $484.9K | 0.04% | 00.0% | Unchanged |
| Mizuho Markets Americas LLC | 30,761 | $483.9K | 0.01% | −74,500−70.8% | Reduced |
| Stonegate Investment Group, LLC | 30,704 | $483.0K | 0.02% | +488+1.6% | Added |
| Fiduciary Group LLC | 30,515 | $480.0K | 0.05% | +70.0% | Added |
| Partners Group Holding AG | 30,485 | $479.5K | 0.04% | −2,687−8.1% | Reduced |
| King Wealth | 30,200 | $475.0K | 0.08% | +150.0% | Added |
| Aspen Grove Capital, LLC | 30,001 | $471.9K | 0.13% | 00.0% | Unchanged |
| JBF Capital, Inc. | 30,000 | $471.9K | 0.08% | 00.0% | Unchanged |
| Rossmore Private Capital | – | $471.9K | 0.06% | – | – |
| MSH Capital Advisors LLC | 29,981 | $471.6K | 0.17% | +1,317+4.6% | Added |
| Flagship Harbor Advisors, LLC | 29,766 | $468.2K | 0.03% | +1,327+4.7% | Added |
| Noesis Capital Mangement Corp | 29,712 | $467.4K | 0.10% | −3,963−11.8% | Reduced |
| Coulter & Justus Financial Services, LLC | 29,712 | $467.4K | 0.10% | +29,712 | New |
| Pettinga Financial Advisors, LLC | 29,532 | $464.5K | 0.12% | 00.0% | Unchanged |
| Regions Financial Corp | 29,346 | $461.6K | 0.00% | +200+0.7% | Added |
| Wintrust Investments LLC | 29,189 | $459.0K | 0.04% | +216+0.7% | Added |
| Mission Wealth Management, LP | 29,053 | $457.0K | 0.01% | +10,294+54.9% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 29,016 | $456.4K | 0.08% | +29,016 | New |
| Brown Brothers Harriman & Co | 28,895 | $454.5K | 0.00% | +141+0.5% | Added |
| FirstPurpose Wealth LLC | 28,794 | $454.4K | 0.16% | 00.0% | Unchanged |
| Adviser Investments LLC | 28,835 | $453.6K | 0.01% | +10,000+53.1% | Added |
| Tradition Wealth Management, LLC | 28,831 | $453.5K | 0.05% | +218+0.8% | Added |
| Youngs Advisory Group, Inc. | 28,684 | $451.2K | 0.20% | −3,485−10.8% | Reduced |
| MONECO Advisors, LLC | 28,560 | $449.3K | 0.07% | +8,239+40.5% | Added |
| Fisher Asset Management, LLC | 28,351 | $446.0K | 0.00% | +15,406+119.0% | Added |
| Agf Management Ltd | 28,180 | $443.3K | 0.00% | +20.0% | Added |
| Prairie Wealth Advisors, Inc. | 28,150 | $442.8K | 0.21% | +28,150 | New |
| Saxon Interests, Inc. | 28,122 | $442.4K | 0.21% | 00.0% | Unchanged |
| White Pine Capital LLC | 28,050 | $441.2K | 0.17% | +1,100+4.1% | Added |
| RFG Advisory, LLC | 28,006 | $440.5K | 0.01% | +441+1.6% | Added |
| National Bank of Canada | 27,442 | $437.4K | 0.00% | −47,281−63.3% | Reduced |
| Central Trust Co | 27,793 | $437.2K | 0.01% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 28,492 | $432.5K | 0.05% | −2,845−9.1% | Reduced |
| American Institute for Advanced Investment Management, LLP | 27,339 | $430.0K | 0.34% | +2,351+9.4% | Added |
| WealthTrust Axiom LLC | 27,210 | $428.0K | 0.14% | −2,473−8.3% | Reduced |
| Nwam LLC | 26,526 | $427.2K | 0.03% | +7,102+36.6% | Added |
| Hartford Financial Management Inc. | 27,134 | $426.8K | 0.09% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 27,029 | $425.2K | 0.17% | +4,896+22.1% | Added |
| Tempus Wealth Planning, LLC | 26,906 | $423.2K | 0.19% | +13,906+107.0% | Added |
| Savant Capital, LLC | 26,902 | $423.2K | 0.00% | +567+2.2% | Added |
| Arkadios Wealth Advisors | 26,816 | $421.8K | 0.03% | −1,434−5.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 26,707 | $420.1K | 0.01% | −100.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 26,656 | $419.3K | 0.16% | −1,785−6.3% | Reduced |
| Operose Advisors LLC | 26,656 | $419.3K | 0.14% | 00.0% | Unchanged |