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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, Q2 2024

Institutional positions in Energy Transfer LP as of Jun 30, 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
1,081
+38 vs. Q1 2024
Shares held
1.13B
−3.59M (−0.3%) vs. Q1 2024
Total value
$18.2B
+$528.0M (+3.0%) vs. Q1 2024
New holders
84
455 more added
Sold out
46
264 more reduced

16 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 1,081 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 heldQ2 2024: $18.2B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q1 2024.

Institutions holding ET in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
First Citizens Bank & Trust Co11,402$184.9K0.00%+11,402New
McCarthy Asset Management, Inc.11,403$185.0K0.11%+45+0.4%Added
Avenue 1 Advisors, LLC11,500$186.5K0.08%00.0%Unchanged
Sapient Capital LLC11,539$187.2K0.00%−7,680−40.0%Reduced
Brighton Jones LLC11,592$188.0K0.01%−8,021−40.9%Reduced
Thompson Davis & Co., Inc.11,600$188.2K0.16%00.0%Unchanged
American Financial Advisors, LLC11,617$188.4K0.03%+12+0.1%Added
First Heartland Consultants, Inc.11,649$189.0K0.02%+516+4.6%Added
Tempus Wealth Planning, LLC11,730$190.3K0.08%−15,176−56.4%Reduced
Key Client Fiduciary Advisors, LLC11,804$191.5K0.10%+11,804New
University of Texas/Texas Am Investment Managment Co11,817$191.7K0.04%−11,817−50.0%Reduced
Safeguard Investment Advisory Group, LLC11,837$192.0K0.06%+289+2.5%Added
Dudley Capital Management, LLC11,887$192.8K0.11%00.0%Unchanged
State of Wyoming11,897$193.0K0.03%+5,221+78.2%Added
Walker Asset Management, LLC12,020$195.0K0.13%+181+1.5%Added
Hall Laurie J Trustee12,004$195.0K0.07%00.0%Unchanged
Capstone Financial Advisors, Inc.12,041$195.3K0.01%00.0%Unchanged
Modera Wealth Management, LLC12,079$195.9K0.00%+889+7.9%Added
Herold Advisors, Inc.12,102$196.3K0.05%+9+0.1%Added
Concord Wealth Partners12,141$196.9K0.03%−879−6.8%Reduced
Mark Sheptoff Financial Planning, LLC12,160$197.2K0.11%00.0%Unchanged
Buckingham Strategic Partners12,177$197.5K0.01%00.0%Unchanged
Crewe Advisors LLC12,194$197.8K0.02%00.0%Unchanged
Jmac Enterprises LLC12,261$198.9K0.03%+21+0.2%Added
LRI Investments, LLC12,290$199.3K0.02%+10,450+567.9%Added
Cullinan Associates Inc12,300$199.5K0.01%−20−0.2%Reduced
Madison Park Capital Advisors, LLC12,302$199.5K0.17%+20.0%Added
WPWealth LLP12,388$200.9K0.05%+122+1.0%Added
Tompkins Financial Corp12,500$202.8K0.02%−1,055−7.8%Reduced
Woodstock Corp12,500$202.8K0.02%00.0%Unchanged
Klingman & Associates, LLC12,589$204.2K0.01%+12,589New
Parallel Advisors, LLC12,694$205.9K0.01%+465+3.8%Added
Kaizen Financial Strategies12,720$206.2K0.13%+12,720New
Leo Wealth, LLC12,631$206.6K0.02%+12,631New
Euro Pacific Asset Management, LLC12,715$207.0K0.04%+12,715New
Keel Point, LLC13,291$207.1K0.02%+13,291New
Paragon Capital Management Ltd12,834$208.2K0.04%−55,890−81.3%Reduced
PCG Wealth Advisors, LLC12,849$208.4K0.09%+1,220+10.5%Added
Probity Advisors, Inc.12,858$208.6K0.04%−270−2.1%Reduced
Icapital Wealth LLC12,906$209.3K0.11%00.0%Unchanged
Chilton Capital Management LLC12,949$210.0K0.01%−9,157−41.4%Reduced
Marcum Wealth, LLC12,960$210.2K0.02%+204+1.6%Added
Shepherd Financial Partners LLC12,969$210.4K0.03%+251+2.0%Added
Ruggaard & Associates LLC12,987$210.6K0.10%00.0%Unchanged
Bradley Foster & Sargent Inc12,990$210.7K0.00%+2,600+25.0%Added
Country Club Bank13,146$210.7K0.01%00.0%Unchanged
FLC Capital Advisors13,000$210.9K0.05%00.0%Unchanged
Verdence Capital Advisors LLC13,002$210.9K0.02%−1,347−9.4%Reduced
Delap Wealth Advisory, LLC13,006$211.0K0.10%+545+4.4%Added
Shufro Rose & Co LLC13,028$211.3K0.02%+1,540+13.4%Added
Wolff Financial Management LLC13,090$212.0K0.16%+21+0.2%Added
Proficio Capital Partners LLC13,083$212.2K0.02%−2,877−18.0%Reduced
WCG Wealth Advisors LLC13,163$213.0K0.02%−1,725−11.6%Reduced
CMG Global Holdings, LLC13,154$213.4K0.14%−870−6.2%Reduced
Hobbs Group Advisors, LLC13,160$213.5K0.08%+13,160New
Resonant Capital Advisors, LLC13,180$213.8K0.02%00.0%Unchanged
Clearstead Advisors, LLC13,241$214.8K0.00%+9,316+237.4%Added
Clifford Swan Investment Counsel LLC13,263$215.1K0.01%00.0%Unchanged
Capital Investment Advisory Services, LLC13,345$216.5K0.02%+427+3.3%Added
WFA Asset Management Corp13,435$217.9K0.12%+10,280+325.8%Added
HM Payson & Co13,442$218.0K0.00%00.0%Unchanged
Viawealth, LLC13,458$218.3K0.14%−1,000−6.9%Reduced
Wealth Effects LLC13,514$219.2K0.08%+2,800+26.1%Added
Federation des caisses Desjardins du Quebec13,585$220.3K0.00%−100−0.7%Reduced
Koshinski Asset Management, Inc.13,752$221.7K0.02%+2,682+24.2%Added
Smithfield Trust Co13,731$222.0K0.01%00.0%Unchanged
Mill Creek Capital Advisors, LLC13,767$223.3K0.01%−2,266−14.1%Reduced
Thrivent Financial for Lutherans13,801$224.0K0.00%−281−2.0%Reduced
L & S Advisors Inc13,814$224.1K0.03%+13,814New
Fermata Advisors, LLC13,825$224.2K0.05%+13,825New
Hemington Wealth Management13,952$226.0K0.08%00.0%Unchanged
Buska Wealth Management, LLC13,958$226.4K0.09%−1,937−12.2%Reduced
Ellis Investment Partners, LLC14,100$228.7K0.05%+1,328+10.4%Added
Ulland Investment Advisors, LLC14,143$229.0K0.16%00.0%Unchanged
Gateway Wealth Partners, LLC14,168$229.8K0.07%−417−2.9%Reduced
Trueblood Wealth Management, LLC14,180$230.0K0.13%00.0%Unchanged
CFO4Life Group, LLC14,438$234.2K0.04%+40.0%Added
TD Waterhouse Canada Inc.14,333$234.5K0.00%−1,811−11.2%Reduced
Hollow Brook Wealth Management LLC14,470$234.7K0.08%00.0%Unchanged
Busey Wealth Management14,506$235.3K0.01%+1,906+15.1%Added
Hollencrest Capital Management14,518$235.5K0.01%+68+0.5%Added
Ironwood Investment Counsel, LLC14,545$235.9K0.04%−2,993−17.1%Reduced
Amplius Wealth Advisors, LLC14,578$236.4K0.03%−1,470−9.2%Reduced
Whalerock Point Partners, LLC14,600$236.8K0.06%00.0%Unchanged
Stelac Advisory Services LLC14,600$236.8K0.10%00.0%Unchanged
Lion Street Advisors, LLC14,613$237.0K0.09%−25−0.2%Reduced
Hilltop Holdings Inc.14,630$237.3K0.03%+772+5.6%Added
Peapack Gladstone Financial Corp14,675$238.0K0.00%−3,000−17.0%Reduced
First National Trust Co14,695$238.4K0.01%00.0%Unchanged
SageView Advisory Group, LLC14,798$240.0K0.01%−1,128−7.1%Reduced
Shapiro Capital Management LLC15,000$243.3K0.01%00.0%Unchanged
Westwood Wealth Management15,000$243.3K0.10%00.0%Unchanged
Perennial Investment Advisors, LLC15,199$246.5K0.04%+25+0.2%Added
O'Brien Greene & Co. Inc15,268$247.6K0.08%+15,268New
Core Wealth Partners LLC15,288$248.0K0.17%00.0%Unchanged
First PREMIER Bank15,288$248.0K0.07%00.0%Unchanged
Sym Financial Corp15,341$248.8K0.04%00.0%Unchanged
Douglass Winthrop Advisors, LLC15,350$249.0K0.01%+3,500+29.5%Added
Tandem Investment Advisors, Inc.15,381$249.0K0.01%+15,381New
Conservest Capital Advisors, Inc.15,912$250.3K0.03%00.0%Unchanged