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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 14,153 | $222.6K | 0.02% | +15+0.1% | Added |
| Ulland Investment Advisors, LLC | 14,143 | $222.0K | 0.18% | +143+1.0% | Added |
| Thrivent Financial for Lutherans | 14,082 | $222.0K | 0.00% | +14,082 | New |
| Eagle Strategies LLC | 14,068 | $221.3K | 0.05% | +14,068 | New |
| CMG Global Holdings, LLC | 14,024 | $220.6K | 0.15% | +98+0.7% | Added |
| Hemington Wealth Management | 13,952 | $220.0K | 0.08% | 00.0% | Unchanged |
| Invst, LLC | 13,964 | $219.1K | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 13,858 | $218.0K | 0.02% | −11,000−44.3% | Reduced |
| FDx Advisors, Inc. | 13,733 | $216.0K | 0.03% | −3,530−20.4% | Reduced |
| Smithfield Trust Co | 13,731 | $216.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 13,694 | $215.4K | 0.04% | +300+2.2% | Added |
| Federation des caisses Desjardins du Quebec | 13,685 | $215.3K | 0.00% | +1,830+15.4% | Added |
| Proequities, Inc. | 13,578 | $213.6K | 0.01% | +251+1.9% | Added |
| Tompkins Financial Corp | 13,555 | $213.2K | 0.02% | +7,000+106.8% | Added |
| Financial Counselors Inc | 13,462 | $211.8K | 0.00% | +13+0.1% | Added |
| HM Payson & Co | 13,442 | $211.4K | 0.00% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 13,263 | $208.6K | 0.01% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 13,180 | $207.3K | 0.02% | 00.0% | Unchanged |
| Country Club Bank | 13,146 | $206.8K | 0.01% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 13,128 | $206.5K | 0.04% | −386−2.9% | Reduced |
| Wolff Financial Management LLC | 13,069 | $206.0K | 0.06% | +22+0.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 13,069 | $204.9K | 0.04% | +22+0.2% | Added |
| Concord Wealth Partners | 13,020 | $204.8K | 0.04% | +110+0.9% | Added |
| FLC Capital Advisors | 13,000 | $204.5K | 0.05% | +13,000 | New |
| Ruggaard & Associates LLC | 12,987 | $204.3K | 0.10% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 12,918 | $203.2K | 0.02% | −1,916−12.9% | Reduced |
| Icapital Wealth LLC | 12,906 | $203.0K | 0.12% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 14,638 | $202.0K | 0.08% | 00.0% | Unchanged |
| Arrow Investment Advisors, LLC | 12,785 | $201.1K | 0.17% | −11,982−48.4% | Reduced |
| Ellis Investment Partners, LLC | 12,772 | $200.9K | 0.04% | +177+1.4% | Added |
| Marcum Wealth, LLC | 12,756 | $200.7K | 0.02% | +186+1.5% | Added |
| Shepherd Financial Partners LLC | 12,718 | $200.1K | 0.03% | +267+2.1% | Added |
| Sound Income Strategies, LLC | 12,656 | $199.1K | 0.01% | +2,956+30.5% | Added |
| Busey Wealth Management | 12,600 | $198.2K | 0.01% | 00.0% | Unchanged |
| Woodstock Corp | 12,500 | $196.6K | 0.02% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 12,461 | $196.0K | 0.08% | +260+2.1% | Added |
| Cullinan Associates Inc | 12,320 | $193.8K | 0.01% | −200−1.6% | Reduced |
| Madison Park Capital Advisors, LLC | 12,300 | $193.5K | 0.17% | +300+2.5% | Added |
| WPWealth LLP | 12,266 | $192.9K | 0.05% | +1,881+18.1% | Added |
| Jmac Enterprises LLC | 12,240 | $192.5K | 0.04% | +22+0.2% | Added |
| Parallel Advisors, LLC | 12,229 | $192.4K | 0.01% | +667+5.8% | Added |
| Crewe Advisors LLC | 12,194 | $191.8K | 0.02% | +11,657+2,170.8% | Added |
| Buckingham Strategic Partners | 12,177 | $191.5K | 0.01% | −19,149−61.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 12,160 | $191.3K | 0.11% | +11,200+1,166.7% | Added |
| Herold Advisors, Inc. | 12,093 | $190.2K | 0.05% | +9+0.1% | Added |
| Capstone Financial Advisors, Inc. | 12,041 | $189.4K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 12,004 | $189.0K | 0.07% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 11,897 | $187.1K | 0.05% | +11,897 | New |
| Dudley Capital Management, LLC | 11,887 | $186.5K | 0.11% | −6,000−33.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 11,850 | $186.4K | 0.00% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 11,839 | $186.2K | 0.12% | +191+1.6% | Added |
| CIC Wealth, LLC | 11,705 | $184.1K | 0.05% | +11,705 | New |
| PCG Wealth Advisors, LLC | 11,629 | $182.9K | 0.09% | +1,400+13.7% | Added |
| American Financial Advisors, LLC | 11,605 | $182.6K | 0.03% | +12+0.1% | Added |
| Thompson Davis & Co., Inc. | 11,600 | $182.5K | 0.12% | +11,600 | New |
| Centurion Wealth Management LLC | 11,559 | $181.8K | 0.07% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 11,548 | $181.6K | 0.06% | +163+1.4% | Added |
| Avenue 1 Advisors, LLC | 11,500 | $180.9K | 0.07% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 11,488 | $180.7K | 0.01% | +11,488 | New |
| McCarthy Asset Management, Inc. | 11,358 | $178.7K | 0.11% | +11,358 | New |
| First United Bank Trust | 11,250 | $177.0K | 0.07% | −6,050−35.0% | Reduced |
| Indiana Trust & Investment Management CO | 11,220 | $176.5K | 0.07% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 11,210 | $176.3K | 0.02% | −1,000−8.2% | Reduced |
| Modera Wealth Management, LLC | 11,190 | $176.0K | 0.00% | +300+2.8% | Added |
| Fiduciary Trust Co | 11,180 | $175.9K | 0.00% | +11,180 | New |
| First Heartland Consultants, Inc. | 11,133 | $175.0K | 0.02% | +189+1.7% | Added |
| Koshinski Asset Management, Inc. | 11,070 | $174.1K | 0.02% | −691−5.9% | Reduced |
| Ami Investment Management Inc | 10,997 | $173.0K | 0.06% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 10,941 | $172.1K | 0.02% | +72+0.7% | Added |
| O'Dell Group, LLC | 10,900 | $171.5K | 0.04% | 00.0% | Unchanged |
| Wealth Effects LLC | 10,714 | $168.5K | 0.06% | 00.0% | Unchanged |
| Everett Harris & Co | 10,697 | $168.3K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 10,662 | $167.7K | 0.06% | −1,714−13.8% | Reduced |
| Prosperity Financial Group, Inc. | 10,550 | $166.0K | 0.10% | +150+1.4% | Added |
| Zacks Investment Management | 10,546 | $165.9K | 0.00% | +10,546 | New |
| Atlas Private Wealth Advisors | 10,542 | $165.8K | 0.06% | −10,133−49.0% | Reduced |
| Rather & Kittrell, Inc. | 10,541 | $165.8K | 0.05% | 00.0% | Unchanged |
| Amarillo National Bank | 10,500 | $165.2K | 0.03% | −192−1.8% | Reduced |
| Valley National Advisers Inc | 10,537 | $165.0K | 0.02% | +25+0.2% | Added |
| Beaumont Financial Advisors, LLC | 10,486 | $164.9K | 0.01% | +300+2.9% | Added |
| Strategic Blueprint, LLC | 10,436 | $164.2K | 0.01% | −4,742−31.2% | Reduced |
| IronBridge Private Wealth, LLC | 10,434 | $164.1K | 0.07% | +30+0.3% | Added |
| Bradley Foster & Sargent Inc | 10,390 | $163.4K | 0.00% | 00.0% | Unchanged |
| Colorado Capital Management, Inc. | 10,360 | $163.0K | 0.09% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 10,350 | $162.8K | 0.02% | −82−0.8% | Reduced |
| Journey Strategic Wealth LLC | 10,330 | $162.5K | 0.01% | +10,330 | New |
| Prio Wealth Limited Partnership | 10,300 | $162.0K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 10,226 | $160.9K | 0.06% | +45+0.4% | Added |
| BEAM Asset Management, LLC | 10,219 | $160.7K | 0.10% | +10,219 | New |
| Hexagon Capital Partners LLC | 10,155 | $159.7K | 0.04% | +737+7.8% | Added |
| PCA Investment Advisory Services Inc. | 10,149 | $159.6K | 0.09% | 00.0% | Unchanged |
| Certified Advisory Corp | 10,143 | $159.5K | 0.02% | +6+0.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,132 | $159.4K | 0.02% | +10,132 | New |
| Fairfield, Bush & Co. | 10,089 | $158.7K | 0.09% | −3,072−23.3% | Reduced |
| Rollins Financial Advisors, LLC | 10,002 | $157.3K | 0.03% | +10,002 | New |
| Apollon Financial, LLC | 10,000 | $157.3K | 0.05% | −10,000−50.0% | Reduced |
| Anfield Capital Management, LLC | 9,877 | $155.4K | 0.07% | +9,877 | New |
| Ancora Advisors, LLC | 9,800 | $154.2K | 0.00% | +7,665+359.0% | Added |
| Retirement Group, LLC | 9,787 | $154.0K | 0.06% | +3,260+49.9% | Added |
| Barrett & Company, Inc. | 9,644 | $151.7K | 0.07% | +67+0.7% | Added |