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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oak Harvest Investment Services | 42,671 | $692.1K | 0.11% | +396+0.9% | Added |
| Cascade Financial Partners, LLC | 42,717 | $692.9K | 0.09% | 00.0% | Unchanged |
| Mather Group, LLC. | 44,518 | $700.3K | 0.01% | +21,740+95.4% | Added |
| Howard Capital Management Inc. | 43,256 | $701.6K | 0.07% | −22,534−34.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 43,450 | $704.8K | 0.07% | +25+0.1% | Added |
| Reuter James Wealth Management, LLC | 43,488 | $705.4K | 0.52% | +152+0.4% | Added |
| Waterfront Wealth Inc. | 43,796 | $710.4K | 0.19% | −552−1.2% | Reduced |
| Essex Financial Services, Inc. | 43,789 | $711.6K | 0.05% | +10,220+30.4% | Added |
| Gladstone Institutional Advisory LLC | 44,013 | $713.9K | 0.04% | −861−1.9% | Reduced |
| Fayez Sarofim & Co | 44,056 | $714.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 44,126 | $715.7K | 0.31% | +12,313+38.7% | Added |
| Joseph P. Lucia & Associates, LLC | 44,239 | $717.5K | 0.37% | −226−0.5% | Reduced |
| Morton Capital Management LLC | 44,383 | $719.9K | 0.17% | +699+1.6% | Added |
| Cornerstone Wealth Management, LLC | 44,481 | $721.5K | 0.06% | −145−0.3% | Reduced |
| Lifestyle Asset Management, Inc. | 44,677 | $724.7K | 0.42% | −22,534−33.5% | Reduced |
| BancorpSouth Bank | 45,350 | $735.6K | 0.06% | −1,321−2.8% | Reduced |
| Mission Wealth Management, LP | 45,574 | $739.2K | 0.02% | +16,521+56.9% | Added |
| Newbridge Financial Services Group, Inc. | 45,864 | $743.9K | 0.28% | −2,454−5.1% | Reduced |
| Advisor OS, LLC | 45,979 | $745.8K | 0.08% | +1,031+2.3% | Added |
| Pinnacle Financial Partners Inc | 46,030 | $746.6K | 0.02% | +1,578+3.5% | Added |
| Thrive Wealth Management, LLC | 46,034 | $746.7K | 0.15% | 00.0% | Unchanged |
| SEI Investments Co | 46,063 | $747.1K | 0.00% | +20,093+77.4% | Added |
| 9258 Wealth Management, LLC | 46,835 | $759.7K | 0.12% | +100+0.2% | Added |
| KCM Investment Advisors LLC | 47,000 | $762.3K | 0.03% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 47,140 | $764.6K | 0.36% | +1,048+2.3% | Added |
| Independent Wealth Network Inc. | 48,150 | $781.0K | 0.36% | +2,507+5.5% | Added |
| Moody National Bank Trust Division | 48,306 | $783.5K | 0.06% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 48,308 | $783.6K | 0.03% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 48,562 | $787.7K | 0.04% | +1,434+3.0% | Added |
| BLB&B Advisors, LLC | 49,112 | $796.6K | 0.04% | +1,140+2.4% | Added |
| Wellington Shields & Co., LLC | 49,527 | $803.3K | 0.26% | 00.0% | Unchanged |
| GenTrust, LLC | 49,700 | $806.1K | 0.04% | +49,700 | New |
| Synovus Financial Corp | 49,781 | $807.5K | 0.01% | +184+0.4% | Added |
| Compass Financial Group, INC | 49,849 | $808.5K | 0.18% | −691−1.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 50,680 | $822.0K | 0.00% | −87−0.2% | Reduced |
| Chase Investment Counsel Corp | 51,039 | $827.0K | 0.29% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 51,280 | $827.1K | 0.10% | +30.0% | Added |
| LaSalle St. Investment Advisors, LLC | 51,159 | $830.0K | 0.42% | +36,846+257.4% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 51,336 | $832.7K | 0.35% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 52,358 | $849.2K | 0.24% | +3,120+6.3% | Added |
| Avion Wealth | 53,582 | $869.0K | 0.24% | +241+0.5% | Added |
| F&V Capital Management, LLC | 53,687 | $871.0K | 0.25% | 00.0% | Unchanged |
| NFC Investments, LLC | 54,870 | $890.0K | 0.26% | +54,870 | New |
| Argent Trust Co | 54,977 | $891.7K | 0.04% | +300+0.5% | Added |
| RSM US Wealth Management LLC | 54,722 | $894.9K | 0.02% | +34,664+172.8% | Added |
| HFG Advisors, Inc. | 55,595 | $901.8K | 0.84% | −5,630−9.2% | Reduced |
| PFG Advisors | 55,867 | $906.2K | 0.06% | −2,495−4.3% | Reduced |
| Guggenheim Capital LLC | 55,921 | $907.0K | 0.01% | +2,188+4.1% | Added |
| Olistico Wealth, LLC | 56,000 | $908.3K | 0.58% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 56,015 | $909.0K | 0.06% | −17,648−24.0% | Reduced |
| Pointe Capital Management LLC | 56,610 | $918.2K | 0.57% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 56,644 | $918.8K | 0.04% | +56,644 | New |
| Covenant Asset Management, LLC | 56,874 | $922.5K | 0.21% | −2,752−4.6% | Reduced |
| FourThought Financial Partners, LLC | 57,041 | $925.2K | 0.12% | −6,296−9.9% | Reduced |
| Holderness Investments Co | 57,261 | $928.8K | 0.22% | +2,006+3.6% | Added |
| West Michigan Advisors, LLC | 57,917 | $939.4K | 0.30% | +57,917 | New |
| Huntington National Bank | 58,195 | $943.9K | 0.01% | +20,364+53.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 58,309 | $945.8K | 0.22% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 59,066 | $958.1K | 0.17% | −27,850−32.0% | Reduced |
| Nilsine Partners, LLC | 59,575 | $966.3K | 0.13% | 00.0% | Unchanged |
| GFS Advisors, LLC | 308 | $973.0K | 0.16% | −59,692−99.5% | Reduced |
| Simplicity Wealth,LLC | 60,323 | $978.4K | 0.02% | +39,882+195.1% | Added |
| Bleakley Financial Group, LLC | 60,323 | $978.4K | 0.03% | +39,882+195.1% | Added |
| First Manhattan Co | 60,484 | $981.0K | 0.00% | +5,600+10.2% | Added |
| Berkshire Asset Management LLC | 60,501 | $981.3K | 0.05% | +26,172+76.2% | Added |
| Empire Financial Management Company, LLC | 60,525 | $981.7K | 0.32% | +15,000+32.9% | Added |
| Meridian Wealth Advisors, LLC | 61,054 | $990.3K | 0.18% | 00.0% | Unchanged |
| CWM, LLC | 61,300 | $994.0K | 0.00% | +13,248+27.6% | Added |
| Cullen Investment Group, Ltd. | 62,800 | $1.02M | 0.16% | +1,100+1.8% | Added |
| Kingswood Wealth Advisors, LLC | 63,321 | $1.03M | 0.09% | +14,692+30.2% | Added |
| Anchor Investment Management, LLC | 63,655 | $1.03M | 0.11% | −3,475−5.2% | Reduced |
| Monetary Management Group Inc | 64,000 | $1.04M | 0.27% | 00.0% | Unchanged |
| NBC Securities, Inc. | 64,357 | $1.04M | 0.09% | +7,991+14.2% | Added |
| Burney Co | 65,201 | $1.06M | 0.04% | +2,155+3.4% | Added |
| Disciplined Investments, LLC | 66,821 | $1.08M | 0.58% | −347−0.5% | Reduced |
| Gratus Capital LLC | 67,171 | $1.09M | 0.04% | +11,104+19.8% | Added |
| Rollins Financial Advisors, LLC | 68,148 | $1.11M | 0.19% | +58,146+581.3% | Added |
| NewEdge Wealth, LLC | 68,407 | $1.11M | 0.02% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 68,589 | $1.11M | 0.25% | +712+1.0% | Added |
| Teamwork Financial Advisors, LLC | 68,656 | $1.11M | 0.17% | −26,323−27.7% | Reduced |
| Pathway Financial Advisers, LLC | 69,107 | $1.12M | 0.40% | +3,024+4.6% | Added |
| Western Wealth Management, LLC | 69,342 | $1.12M | 0.08% | +1,427+2.1% | Added |
| Stokes Family Office, LLC | 69,530 | $1.13M | 0.13% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 69,627 | $1.13M | 0.34% | +2,701+4.0% | Added |
| Platform Technology Partners | 69,716 | $1.13M | 0.39% | +69,716 | New |
| MidWestOne Financial Group, Inc. | 70,532 | $1.14M | 0.21% | −1,005−1.4% | Reduced |
| Linscomb & Williams, Inc. | 70,603 | $1.15M | 0.06% | −4,491−6.0% | Reduced |
| Independent Financial Group, LLC | 70,650 | $1.15M | 0.05% | −20,057−22.1% | Reduced |
| Bard Financial Services, Inc. | 70,750 | $1.15M | 0.12% | +10,000+16.5% | Added |
| Stablepoint Partners, LLC | 72,174 | $1.16M | 0.22% | +946+1.3% | Added |
| Chesley Taft & Associates LLC | 71,636 | $1.16M | 0.06% | −21,900−23.4% | Reduced |
| Addis & Hill, Inc | 72,653 | $1.19M | 0.99% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 73,752 | $1.20M | 0.18% | +14,938+25.4% | Added |
| Cullen/Frost Bankers, Inc. | 73,809 | $1.20M | 0.02% | −54,844−42.6% | Reduced |
| Argent Advisors, Inc. | 74,623 | $1.21M | 0.48% | +20,355+37.5% | Added |
| Pensionmark Financial Group, LLC | 75,321 | $1.22M | 0.08% | +75,321 | New |
| Sanders Morris Harris LLC | 75,718 | $1.23M | 0.20% | −7,384−8.9% | Reduced |
| GFG Capital, LLC | 75,840 | $1.23M | 0.33% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 76,040 | $1.23M | 0.04% | +16,346+27.4% | Added |
| Ninepoint Partners LP | 76,215 | $1.24M | 0.13% | 00.0% | Unchanged |