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 |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 26,520 | $417.2K | 0.09% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 26,500 | $416.8K | 0.04% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 26,333 | $414.2K | 0.19% | +106+0.4% | Added |
| Walleye Trading LLC | 26,224 | $412.5K | 0.01% | −16,900−39.2% | Reduced |
| Whittier Trust Co | 26,097 | $410.5K | 0.01% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 26,020 | $409.3K | 0.02% | −9,323−26.4% | Reduced |
| Cooper Financial Group | 25,993 | $408.9K | 0.07% | 00.0% | Unchanged |
| SEI Investments Co | 25,970 | $408.5K | 0.00% | −42,057−61.8% | Reduced |
| Merit Financial Group, LLC | 25,629 | $407.2K | 0.01% | +1,120+4.6% | Added |
| ARK & TLK Investments, LLC | 25,814 | $406.1K | 0.16% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 25,949 | $403.0K | 0.02% | +25,949 | New |
| Fulton Bank, N.A. | 25,437 | $400.1K | 0.02% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 25,317 | $398.3K | 0.01% | −145,912−85.2% | Reduced |
| Levy Wealth Management Group, LLC | 28,842 | $398.0K | 0.11% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 25,270 | $397.5K | 0.03% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 25,217 | $396.7K | 0.05% | −1,996−7.3% | Reduced |
| Citizens Business Bank | 25,000 | $393.3K | 0.08% | −25,000−50.0% | Reduced |
| EJF Capital LLC | 25,000 | $393.3K | 0.27% | −5,000−16.7% | Reduced |
| Fidelis Capital Partners, LLC | 24,899 | $391.7K | 0.06% | −50−0.2% | Reduced |
| Stokes Capital Advisors, LLC | 24,846 | $390.8K | 0.11% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 24,818 | $390.4K | 0.02% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 24,812 | $390.3K | 0.10% | +538+2.2% | Added |
| Change Path, LLC | 24,810 | $390.0K | 0.02% | +3,141+14.5% | Added |
| Sabal Trust CO | 24,765 | $389.6K | 0.02% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 24,492 | $385.3K | 0.20% | +24,492 | New |
| MV Capital Management, Inc. | 24,460 | $384.8K | 0.04% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 24,326 | $382.6K | 0.38% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 24,123 | $379.5K | 0.22% | +503+2.1% | Added |
| Wedmont Private Capital | 24,068 | $378.4K | 0.03% | +257+1.1% | Added |
| Verity & Verity, LLC | 23,978 | $377.2K | 0.04% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 23,875 | $375.6K | 0.01% | +3,725+18.5% | Added |
| Signaturefd, LLC | 23,866 | $375.4K | 0.01% | −1,289−5.1% | Reduced |
| Gray Wealth Management Inc. | 23,668 | $372.3K | 0.17% | +2,743+13.1% | Added |
| Woodward Diversified Capital, LLC | 23,636 | $371.8K | 0.23% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 23,508 | $369.8K | 0.02% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 23,422 | $368.4K | 0.13% | −258−1.1% | Reduced |
| Inspire Advisors, LLC | 23,381 | $367.8K | 0.05% | −1,383−5.6% | Reduced |
| Financial Partners Group, Inc | 23,224 | $365.3K | 0.06% | +2,472+11.9% | Added |
| E&G Advisors, LP | 23,183 | $364.7K | 0.11% | +496+2.2% | Added |
| Bogart Wealth, LLC | 23,058 | $362.7K | 0.02% | +338+1.5% | Added |
| Van Cleef Asset Management,Inc | 23,025 | $362.2K | 0.05% | 00.0% | Unchanged |
| Imprint Wealth LLC | 23,037 | $361.5K | 0.09% | +23,037 | New |
| Atomi Financial Group, Inc. | 22,694 | $357.0K | 0.03% | −1,929−7.8% | Reduced |
| Marco Investment Management LLC | 22,601 | $355.5K | 0.03% | +2,812+14.2% | Added |
| Whitener Capital Management, Inc. | 22,558 | $354.8K | 0.12% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 22,500 | $353.9K | 0.28% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 22,443 | $353.0K | 0.09% | −6,946−23.6% | Reduced |
| Legacy Financial Strategies, LLC | 22,391 | $352.2K | 0.09% | −10.0% | Reduced |
| Capital Market Strategies LLC | 22,333 | $351.3K | 0.27% | +1,402+6.7% | Added |
| Affinity Wealth Management LLC | 22,330 | $351.3K | 0.07% | −12−0.1% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 23,634 | $349.0K | 0.04% | +11,817+100.0% | Added |
| Chilton Capital Management LLC | 22,106 | $347.7K | 0.02% | +1,107+5.3% | Added |
| Baird Financial Group, Inc. | 22,074 | $347.2K | 0.00% | +2,074+10.4% | Added |
| Modern Wealth Management, LLC | 22,067 | $347.1K | 0.03% | −361−1.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 21,975 | $345.7K | 0.06% | +22+0.1% | Added |
| Signature Wealth Management Partners, LLC | 21,905 | $344.6K | 0.28% | +333+1.5% | Added |
| Heritage Trust Co | 21,887 | $344.3K | 0.05% | 00.0% | Unchanged |
| Belfer Management LLC | 21,882 | $344.2K | 6.21% | +919+4.4% | Added |
| Christopher J. Hasenberg, Inc | 21,841 | $343.6K | 0.17% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 21,836 | $343.5K | 0.03% | +1,129+5.5% | Added |
| Principal Securities, Inc. | 21,645 | $340.5K | 0.01% | −1,992−8.4% | Reduced |
| Second Line Capital, LLC | 21,637 | $340.4K | 0.11% | +2,041+10.4% | Added |
| Madden Securities Corp | 21,602 | $339.8K | 0.16% | +21,602 | New |
| Wesbanco Bank Inc | 21,489 | $338.0K | 0.01% | +5,547+34.8% | Added |
| 1st Source Bank | 21,444 | $337.3K | 0.02% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 21,146 | $332.6K | 0.03% | −1,999−8.6% | Reduced |
| Avantax Planning Partners, Inc. | 21,129 | $332.4K | 0.01% | +7,518+55.2% | Added |
| Tranquility Partners, LLC | 21,102 | $331.9K | 0.13% | +367+1.8% | Added |
| Derbend Asset Management | 21,083 | $331.6K | 0.16% | −647−3.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 20,730 | $326.1K | 0.02% | −20,649−49.9% | Reduced |
| Farmers & Merchants Investments Inc | 20,646 | $324.8K | 0.01% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 20,441 | $321.5K | 0.01% | −507−2.4% | Reduced |
| Simplicity Wealth,LLC | 20,441 | $321.5K | 0.01% | +20,441 | New |
| Laidlaw Wealth Management LLC | 20,400 | $320.9K | 0.18% | +2,000+10.9% | Added |
| Act Wealth Management, LLC | 20,370 | $320.4K | 0.16% | +1,750+9.4% | Added |
| Harrell Investment Partners, LLC | 20,310 | $319.5K | 0.09% | −15,872−43.9% | Reduced |
| Private Trust Co NA | 20,230 | $318.2K | 0.03% | +7,686+61.3% | Added |
| Aldebaran Financial Inc. | 20,225 | $318.1K | 0.48% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 20,201 | $317.8K | 0.06% | +700+3.6% | Added |
| Edgemoor Investment Advisors, Inc. | 20,140 | $316.8K | 0.03% | 00.0% | Unchanged |
| Searle & Co. | 20,119 | $316.5K | 0.08% | 00.0% | Unchanged |
| WT Wealth Management | 20,113 | $316.4K | 0.11% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 20,058 | $315.5K | 0.01% | −8,620−30.1% | Reduced |
| Matrix Private Capital Group LLC | 20,043 | $315.3K | 0.21% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 20,000 | $315.0K | 0.08% | +3,000+17.6% | Added |
| Summit Financial Wealth Advisors, LLC | 20,001 | $314.6K | 0.06% | 00.0% | Unchanged |
| Quaker Capital Investments, LLC | 20,000 | $314.6K | 0.12% | −20,000−50.0% | Reduced |
| National Philanthropic Trust | 20,000 | $314.6K | 0.01% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 20,000 | $314.6K | 0.14% | 00.0% | Unchanged |
| Mather Group, LLC. | 22,778 | $314.3K | 0.00% | −15,839−41.0% | Reduced |
| Cadent Capital Advisors, LLC | 19,953 | $313.9K | 0.13% | +111+0.6% | Added |
| Walled Lake Planning & Wealth Management, LLC | 19,933 | $313.5K | 0.13% | +307+1.6% | Added |
| Mattern Capital Management, LLC | 19,897 | $313.0K | 0.04% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 19,771 | $311.0K | 0.02% | −11,286−36.3% | Reduced |
| Brighton Jones LLC | 19,613 | $308.5K | 0.01% | +8,294+73.3% | Added |
| Sage Capital Management, LLC | 19,607 | $308.4K | 0.17% | +426+2.2% | Added |
| Walkner Condon Financial Advisors LLC | 19,570 | $307.8K | 0.07% | +407+2.1% | Added |
| Kennedy Investment Group | 19,462 | $306.1K | 0.16% | +389+2.0% | Added |
| Cypress Capital Management LLC (WY) | 19,400 | $305.2K | 0.33% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 19,324 | $304.0K | 0.01% | +4,510+30.4% | Added |