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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2024: 1,059 institutions
Q1 2021: 738 institutionsQ2 2021: 752 institutionsQ3 2021: 773 institutionsQ4 2021: 811 institutionsQ1 2022: 829 institutionsQ2 2022: 845 institutionsQ3 2022: 854 institutionsQ4 2022: 915 institutionsQ1 2023: 932 institutionsQ2 2023: 955 institutionsQ3 2023: 965 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,059 institutionsQ2 2024: 1,081 institutionsQ3 2024: 1,100 institutionsQ4 2024: 1,206 institutionsQ1 2025: 1,215 institutionsQ2 2025: 1,235 institutionsQ3 2025: 1,226 institutionsQ4 2025: 1,262 institutionsQ1 2026: 1,304 institutionsQ2 2026: 1,304 institutions
Value heldQ1 2024: $17.7B
Q1 2021: $7.83BQ2 2021: $10.8BQ3 2021: $9.79BQ4 2021: $9.66BQ1 2022: $13.6BQ2 2022: $12.0BQ3 2022: $13.0BQ4 2022: $13.7BQ1 2023: $13.8BQ2 2023: $13.7BQ3 2023: $15.1BQ4 2023: $15.8BQ1 2024: $17.7BQ2 2024: $18.2BQ3 2024: $18.1BQ4 2024: $22.4BQ1 2025: $20.5BQ2 2025: $19.6BQ3 2025: $17.9BQ4 2025: $16.9BQ1 2026: $20.9BQ2 2026: $21.1B
Institutions holding ET and their total value by quarter
QuarterHoldersValue
Q2 20261,304$21.1B
Q1 20261,304$20.9B
Q4 20251,262$16.9B
Q3 20251,226$17.9B
Q2 20251,235$19.6B
Q1 20251,215$20.5B
Q4 20241,206$22.4B
Q3 20241,100$18.1B
Q2 20241,081$18.2B
Q1 20241,059$17.7B
Q4 20231,056$15.8B
Q3 2023965$15.1B
Q2 2023955$13.7B
Q1 2023932$13.8B
Q4 2022915$13.7B
Q3 2022854$13.0B
Q2 2022845$12.0B
Q1 2022829$13.6B
Q4 2021811$9.66B
Q3 2021773$9.79B
Q2 2021752$10.8B
Q1 2021738$7.83B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q4 2023.

Institutions holding ET in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Advocates Investment Management19,244$302.7K0.02%+70.0%Added
Sapient Capital LLC19,219$302.3K0.01%00.0%Unchanged
Poplar Forest Capital LLC18,950$298.1K0.04%00.0%Unchanged
HTLF Bank18,649$293.3K0.03%+1,000+5.7%Added
Yarger Wealth Strategies, LLC18,621$292.9K0.20%+403+2.2%Added
Salvus Wealth Management, LLC18,601$292.6K0.20%+445+2.5%Added
Quadcap Wealth Management, LLC18,491$290.9K0.07%−8,638−31.8%Reduced
RiverGlades Family Offices LLC17,850$289.7K0.23%00.0%Unchanged
Opus Capital Group, LLC18,399$289.0K0.04%00.0%Unchanged
JFG Wealth Management, LLC18,333$288.4K0.08%+3,333+22.2%Added
HBW Advisory Services LLC20,861$288.0K0.05%00.0%Unchanged
Hoylecohen, LLC18,215$286.5K0.02%00.0%Unchanged
Harmony Asset Management LLC18,150$285.5K0.12%+496+2.8%Added
Am Investment Strategies LLC18,084$284.0K0.07%+356+2.0%Added
Foster Victor Wealth Advisors, LLC17,989$282.1K0.03%−47−0.3%Reduced
Grey Fox Wealth Advisors, LLC17,928$282.0K0.11%+136+0.8%Added
Smithbridge Asset Management Inc17,902$281.6K0.06%−2,097−10.5%Reduced
Schulhoff & Co Inc17,802$280.0K0.12%00.0%Unchanged
United Advisor Group, LLC17,706$278.5K0.10%+17,706New
Peapack Gladstone Financial Corp17,675$278.0K0.00%+2,355+15.4%Added
Prossimo Advisors, LLC17,636$277.0K0.54%+17,636New
Old North State Trust, LLC17,547$276.0K0.23%+17,547New
Ironwood Investment Counsel, LLC17,538$275.9K0.05%+219+1.3%Added
RiverTree Advisors, LLC17,500$275.3K0.18%00.0%Unchanged
Capasso Planning Partners LLC17,500$275.3K0.11%00.0%Unchanged
Aire Advisors, LLC17,487$275.1K0.06%+378+2.2%Added
David Loasby17,464$274.5K0.03%+5,730+48.8%Added
Parkside Financial Bank & Trust17,436$274.3K0.04%00.0%Unchanged
Mayflower Financial Advisors, LLC17,436$274.3K0.05%00.0%Unchanged
Resources Investment Advisors, LLC.17,407$273.8K0.00%−3,060−15.0%Reduced
Steward Partners Investment Solutions, LLC17,251$271.4K0.05%00.0%Unchanged
Ethos Financial Group, LLC17,177$270.0K0.05%+1,311+8.3%Added
Van Hulzen Asset Management, LLC17,120$269.0K0.02%00.0%Unchanged
Highlander Partners, L.P.17,080$268.8K0.19%+17,080New
Leisure Capital Management17,000$267.4K0.13%00.0%Unchanged
Caldwell Sutter Capital, Inc.16,971$266.9K0.13%+60.0%Added
Total Clarity Wealth Management, Inc.16,956$266.7K0.09%+318+1.9%Added
Register Financial Advisors LLC16,953$266.7K0.14%+42+0.2%Added
Bryn Mawr Trust Co16,952$266.7K0.01%+16,952New
Magnus Financial Group LLC16,912$266.0K0.03%+1,587+10.4%Added
Kavar Capital Partners Group, LLC16,900$265.8K0.05%−16,900−50.0%Reduced
Plan Group Financial, LLC16,851$265.1K0.17%+16,851New
Summit Trail Advisors, LLC16,758$263.6K0.01%+500+3.1%Added
Helen Stephens Group, LLC16,654$262.0K0.10%+614+3.8%Added
GDS Wealth Management16,560$260.5K0.03%00.0%Unchanged
Novare Capital Management LLC16,433$258.5K0.02%00.0%Unchanged
Verdad Advisers, LP16,432$258.5K0.28%+16,432New
Professional Financial Advisors, LLC16,401$258.0K0.07%00.0%Unchanged
Private Client Services, LLC16,310$256.6K0.17%+576+3.7%Added
Fairman Group, LLC16,300$256.4K0.24%00.0%Unchanged
Allworth Financial LP16,294$256.3K0.00%+4,929+43.4%Added
Saxony Capital Management, LLC16,284$256.2K0.31%+766+4.9%Added
Future Financial Wealth Managment LLC16,242$255.5K0.20%+109+0.7%Added
Granite Group Advisors, LLC16,223$255.2K0.17%+823+5.3%Added
TD Waterhouse Canada Inc.16,144$254.6K0.00%−345−2.1%Reduced
Redhawk Wealth Advisors, Inc.16,075$252.9K0.04%+24+0.1%Added
Silverleafe Capital Partners, LLC16,063$252.7K0.10%+348+2.2%Added
Amplius Wealth Advisors, LLC16,048$252.4K0.03%+381+2.4%Added
Mill Creek Capital Advisors, LLC16,033$252.2K0.01%+2,266+16.5%Added
Consilium Wealth Advisory, LLC16,000$251.7K0.14%00.0%Unchanged
Fortitude Advisory Group L.L.C.15,969$251.2K0.14%+2,300+16.8%Added
Proficio Capital Partners LLC15,960$251.0K0.03%+2,877+22.0%Added
SageView Advisory Group, LLC15,926$250.5K0.01%−12,255−43.5%Reduced
Southland Equity Partners LLC15,912$250.3K0.07%+15,912New
Conservest Capital Advisors, Inc.15,912$250.3K0.03%+320+2.1%Added
Buska Wealth Management, LLC15,895$250.0K0.11%+15,895New
HBK Sorce Advisory LLC15,729$247.4K0.01%+59+0.4%Added
SkyOak Wealth, LLC15,590$245.2K0.06%00.0%Unchanged
GM Advisory Group, Inc.15,566$244.9K0.02%+2,146+16.0%Added
Larson Financial Group LLC15,551$244.6K0.02%−1,342−7.9%Reduced
Regent Peak Wealth Advisors LLC15,540$244.4K0.06%00.0%Unchanged
McIntyre Freedman & Flynn Investment Advisers Inc15,490$243.7K0.18%00.0%Unchanged
Vivaldi Asset Management, LLC15,483$243.6K0.02%−7,354−32.2%Reduced
Sym Financial Corp15,341$241.3K0.04%−5,000−24.6%Reduced
First PREMIER Bank15,288$241.0K0.06%00.0%Unchanged
Core Wealth Partners LLC15,288$240.5K0.18%+1,000+7.0%Added
AlphaStar Capital Management, LLC15,283$240.4K0.02%+15,283New
Daymark Wealth Partners, LLC15,267$240.2K0.01%00.0%Unchanged
Perennial Investment Advisors, LLC15,174$238.7K0.04%+126+0.8%Added
Zazove Associates LLC15,000$236.0K0.03%00.0%Unchanged
Shapiro Capital Management LLC15,000$235.9K0.01%00.0%Unchanged
Westwood Wealth Management15,000$235.9K0.12%00.0%Unchanged
Belvedere Trading LLC14,966$235.4K0.02%+14,966New
WCG Wealth Advisors LLC14,888$234.0K0.02%−3,212−17.7%Reduced
Baker Tilly Wealth Management, LLC14,854$233.7K0.04%−1,332−8.2%Reduced
Founders Financial Alliance, LLC14,842$233.5K0.07%−7,072−32.3%Reduced
First National Trust Co14,695$231.2K0.01%−892−5.7%Reduced
Lifeworks Advisors, LLC14,600$229.7K0.06%+14,600New
Whalerock Point Partners, LLC14,600$229.7K0.06%00.0%Unchanged
Stelac Advisory Services LLC14,600$229.7K0.11%+14,600New
Gateway Wealth Partners, LLC14,585$229.4K0.08%−2,376−14.0%Reduced
Hollow Brook Wealth Management LLC14,470$227.6K0.08%00.0%Unchanged
Tiaa Trust, National Association14,462$227.5K0.00%−686−4.5%Reduced
Viawealth, LLC14,458$227.4K0.14%+105+0.7%Added
Hollencrest Capital Management14,450$227.3K0.01%+71+0.5%Added
CFO4Life Group, LLC14,434$227.0K0.04%−1,214−7.8%Reduced
Verdence Capital Advisors LLC14,349$225.7K0.02%+16+0.1%Added
TCG Advisory Services, LLC14,301$225.0K0.01%+3,068+27.3%Added
Trueblood Wealth Management, LLC14,180$223.1K0.13%00.0%Unchanged
LaSalle St. Investment Advisors, LLC14,313$223.0K0.13%+14,313New