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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
Tiaa Trust, National Association15,462$250.8K0.00%+1,000+6.9%Added
McIntyre Freedman & Flynn Investment Advisers Inc15,490$251.2K0.18%00.0%Unchanged
AlphaStar Capital Management, LLC15,531$251.9K0.02%+248+1.6%Added
Regent Peak Wealth Advisors LLC15,540$252.1K0.06%00.0%Unchanged
KG&L Capital Management,LLC15,550$252.2K0.09%+15,550New
SkyOak Wealth, LLC15,590$252.9K0.06%00.0%Unchanged
L.M. Kohn & Company15,694$254.6K0.07%+15,694New
Southland Equity Partners LLC15,912$258.1K0.07%00.0%Unchanged
Consilium Wealth Advisory, LLC16,000$259.5K0.14%00.0%Unchanged
Sound Income Strategies, LLC16,066$260.6K0.02%+3,410+26.9%Added
EverSource Wealth Advisors, LLC16,027$260.8K0.02%+1,874+13.2%Added
Granite Group Advisors, LLC16,223$263.1K0.20%00.0%Unchanged
Fairman Group, LLC16,300$264.4K0.27%00.0%Unchanged
Scissortail Wealth Management, LLC16,329$264.9K0.07%+16,329New
Future Financial Wealth Managment LLC16,345$265.1K0.23%+103+0.6%Added
Private Client Services, LLC16,393$265.9K0.17%+83+0.5%Added
Professional Financial Advisors, LLC16,401$266.0K0.07%00.0%Unchanged
Novare Capital Management LLC16,433$266.5K0.02%00.0%Unchanged
Mayflower Financial Advisors, LLC16,436$266.6K0.04%−1,000−5.7%Reduced
GDS Wealth Management16,560$268.6K0.03%00.0%Unchanged
Helen Stephens Group, LLC16,654$270.1K0.09%00.0%Unchanged
Larson Financial Group LLC16,688$270.7K0.02%+1,137+7.3%Added
Highlander Partners, L.P.17,080$272.7K0.18%00.0%Unchanged
Kavar Capital Partners Group, LLC16,900$274.1K0.05%00.0%Unchanged
Fortitude Advisory Group L.L.C.16,909$274.3K0.16%+940+5.9%Added
Bryn Mawr Trust Co16,952$275.0K0.01%00.0%Unchanged
Financial Advocates Investment Management16,973$275.3K0.02%−2,271−11.8%Reduced
Register Financial Advisors LLC16,993$275.6K0.14%+40+0.2%Added
Leisure Capital Management17,000$275.7K0.13%00.0%Unchanged
Retirement Investment Advisors, Inc.17,072$276.9K0.03%+17,072New
Van Hulzen Asset Management, LLC17,120$278.0K0.02%00.0%Unchanged
Axxcess Wealth Management, LLC17,280$280.3K0.01%−47,140−73.2%Reduced
Ethos Financial Group, LLC17,313$281.0K0.05%+136+0.8%Added
RiverTree Advisors, LLC17,500$283.9K0.19%00.0%Unchanged
Capasso Planning Partners LLC17,500$283.9K0.09%00.0%Unchanged
Saxony Capital Management, LLC17,507$284.0K0.31%+1,223+7.5%Added
Savant Capital, LLC17,519$284.2K0.00%−9,383−34.9%Reduced
Cadent Capital Advisors, LLC17,558$284.8K0.12%−2,395−12.0%Reduced
Silverleafe Capital Partners, LLC17,588$285.3K0.10%+1,525+9.5%Added
Prossimo Advisors, LLC17,636$286.0K0.26%00.0%Unchanged
United Advisor Group, LLC17,706$287.2K0.09%00.0%Unchanged
Harmony Asset Management LLC17,755$288.0K0.12%−395−2.2%Reduced
Invst, LLC17,647$288.7K0.03%+3,683+26.4%Added
CIC Wealth, LLC17,806$288.8K0.08%+6,101+52.1%Added
RiverGlades Family Offices LLC17,850$289.5K0.23%00.0%Unchanged
Quadcap Wealth Management, LLC17,852$289.6K0.05%−639−3.5%Reduced
HSBC Holdings PLC17,866$289.8K0.00%+17,866New
Caldwell Sutter Capital, Inc.17,921$290.7K0.14%+950+5.6%Added
Magnus Financial Group LLC18,026$292.4K0.03%+1,114+6.6%Added
Grey Fox Wealth Advisors, LLC18,056$292.9K0.10%+128+0.7%Added
Smithbridge Asset Management Inc18,125$294.0K0.06%+223+1.2%Added
Foster Victor Wealth Advisors, LLC17,980$294.2K0.02%−9−0.1%Reduced
Hoylecohen, LLC18,278$296.5K0.02%+63+0.3%Added
RFG Advisory, LLC18,372$298.0K0.01%−9,634−34.4%Reduced
Opus Capital Group, LLC18,399$298.0K0.04%00.0%Unchanged
GM Advisory Group, Inc.18,400$298.4K0.02%+2,834+18.2%Added
HTLF Bank18,415$298.7K0.03%−234−1.3%Reduced
Financial Counselors Inc18,454$299.3K0.00%+4,992+37.1%Added
Am Investment Strategies LLC18,477$300.0K0.07%+393+2.2%Added
Legacy Financial Strategies, LLC18,391$300.3K0.07%−4,000−17.9%Reduced
Tranquility Partners, LLC18,551$300.9K0.12%−2,551−12.1%Reduced
Salvus Wealth Management, LLC18,609$301.8K0.21%+80.0%Added
Ingalls & Snyder LLC18,647$302.0K0.01%−170,773−90.2%Reduced
BCJ Capital Management, LLC18,870$306.1K0.02%−901−4.6%Reduced
Cypress Capital Management LLC (WY)18,900$306.6K0.33%−500−2.6%Reduced
Old North State Trust, LLC18,946$307.0K0.27%+1,399+8.0%Added
Kennedy Investment Group18,942$307.2K0.16%−520−2.7%Reduced
Black Swift Group, LLC18,964$307.6K0.07%+18,964New
Yarger Wealth Strategies, LLC18,994$308.1K0.19%+373+2.0%Added
Westover Capital Advisors, LLC19,200$311.4K0.08%+19,200New
Total Clarity Wealth Management, Inc.19,333$313.6K0.11%+2,377+14.0%Added
Schulhoff & Co Inc19,522$316.6K0.14%+1,720+9.7%Added
Proequities, Inc.19,730$320.0K0.02%+6,152+45.3%Added
David Loasby19,662$320.1K0.03%+2,198+12.6%Added
Aire Advisors, LLC19,838$321.8K0.07%+2,351+13.4%Added
Mattern Capital Management, LLC19,897$322.7K0.04%00.0%Unchanged
Canton Hathaway, LLC20,000$324.0K0.09%00.0%Unchanged
Sage Capital Management, LLC19,999$324.4K0.17%+392+2.0%Added
One Charles Private Wealth Services, LLC20,000$324.4K0.13%00.0%Unchanged
Matrix Private Capital Group LLC20,043$325.1K0.20%00.0%Unchanged
Edgemoor Investment Advisors, Inc.20,140$326.7K0.03%00.0%Unchanged
FinTrust Capital Advisors, LLC20,201$327.7K0.06%00.0%Unchanged
Aldebaran Financial Inc.20,225$328.1K0.45%00.0%Unchanged
Private Trust Co NA20,230$328.1K0.04%00.0%Unchanged
Act Wealth Management, LLC20,540$333.2K0.16%+170+0.8%Added
Farmers & Merchants Investments Inc20,646$334.9K0.01%00.0%Unchanged
Harrell Investment Partners, LLC20,716$336.0K0.10%+406+2.0%Added
HBK Sorce Advisory LLC20,877$338.6K0.01%+5,148+32.7%Added
Laidlaw Wealth Management LLC20,900$339.0K0.19%+500+2.5%Added
Christopher J. Hasenberg, Inc21,000$340.6K0.15%−841−3.9%Reduced
Summit Financial Wealth Advisors, LLC21,004$340.7K0.07%+1,003+5.0%Added
Van Cleef Asset Management,Inc21,185$343.6K0.04%−1,840−8.0%Reduced
Atlas Private Wealth Advisors21,470$348.2K0.06%+10,928+103.7%Added
WealthTrust Axiom LLC21,677$351.6K0.12%−5,533−20.3%Reduced
Second Line Capital, LLC21,867$354.7K0.11%+230+1.1%Added
Belfer Management LLC21,882$354.9K6.69%00.0%Unchanged
Heritage Trust Co21,887$355.0K0.05%00.0%Unchanged
Modern Wealth Management, LLC21,969$356.3K0.03%−98−0.4%Reduced
Mosaic Family Wealth Partners, LLC21,996$356.8K0.06%+21+0.1%Added
Baird Financial Group, Inc.22,074$358.0K0.00%00.0%Unchanged