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 |
|---|---|---|---|---|---|
| Prevail Innovative Wealth Advisors, LLC | 280,777 | $4.55M | 1.61% | −1,827−0.6% | Reduced |
| PSI Advisors, LLC | 279,189 | $4.53M | 1.43% | −5,016−1.8% | Reduced |
| Sunbelt Securities, Inc. | 274,095 | $4.45M | 0.45% | +5,820+2.2% | Added |
| Calamos Advisors LLC | 272,025 | $4.41M | 0.02% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 270,000 | $4.38M | 0.49% | 00.0% | Unchanged |
| Northern Right Capital Management, L.P. | 269,738 | $4.38M | 1.62% | +46,100+20.6% | Added |
| Apollon Wealth Management, LLC | 269,115 | $4.37M | 0.13% | +27,750+11.5% | Added |
| Bahl & Gaynor Inc | 266,569 | $4.32M | 0.02% | +38,000+16.6% | Added |
| Independent Advisor Alliance | 266,044 | $4.32M | 0.15% | +19,477+7.9% | Added |
| Bridges Investment Management Inc | 264,422 | $4.29M | 0.07% | +179,162+210.1% | Added |
| Bourgeon Capital Management LLC | 263,527 | $4.27M | 0.84% | +1,032+0.4% | Added |
| D.A. Davidson & Co. | 263,337 | $4.27M | 0.04% | +22,668+9.4% | Added |
| Capital Investment Advisors, LLC | 263,225 | $4.27M | 0.10% | −15,055−5.4% | Reduced |
| International Assets Investment Management, LLC | 262,465 | $4.26M | 0.40% | −4,172−1.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 253,918 | $4.12M | 0.17% | −9,825−3.7% | Reduced |
| Stratos Wealth Partners, LTD. | 253,614 | $4.11M | 0.07% | −1,608−0.6% | Reduced |
| Pacer Advisors, Inc. | 253,138 | $4.11M | 0.01% | +8,443+3.5% | Added |
| Shepherd Kaplan Krochuk, LLC | 252,578 | $4.10M | 3.24% | −10,005−3.8% | Reduced |
| Clear Street Derivatives LLC | 251,300 | $4.08M | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 250,619 | $4.07M | 0.13% | +119,476+91.1% | Added |
| Warren Averett Asset Management, LLC | 248,200 | $4.03M | 0.08% | +23,148+10.3% | Added |
| Ashford Capital Management Inc | 243,703 | $3.95M | 0.53% | +87,760+56.3% | Added |
| Pin Oak Investment Advisors Inc | 241,298 | $3.91M | 3.74% | −12,193−4.8% | Reduced |
| Valeo Financial Advisors, LLC | 285,438 | $3.86M | 0.12% | +46,467+19.4% | Added |
| Institutional & Family Asset Management, LLC | 237,268 | $3.85M | 0.59% | 00.0% | Unchanged |
| BlackRock Inc. | 236,172 | $3.83M | 0.00% | −20.0% | Reduced |
| Franklin Resources Inc | 235,363 | $3.82M | 0.00% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 233,659 | $3.79M | 2.91% | −11,823−4.8% | Reduced |
| First Trust Advisors LP | 231,457 | $3.75M | 0.00% | −19,177−7.7% | Reduced |
| Inscription Capital, LLC | 231,057 | $3.75M | 0.60% | +9,498+4.3% | Added |
| American Assets Investment Management, LLC | 225,800 | $3.66M | 0.34% | 00.0% | Unchanged |
| Anthracite Investment Company, Inc. | 224,884 | $3.65M | 1.94% | −34,326−13.2% | Reduced |
| ProShare Advisors LLC | 224,435 | $3.64M | 0.01% | −27,554−10.9% | Reduced |
| Morningstar Investment Management LLC | 223,302 | $3.62M | 0.38% | −27,331−10.9% | Reduced |
| Jump Financial, LLC | 217,380 | $3.53M | 0.07% | +12,295+6.0% | Added |
| 180 Wealth Advisors, LLC | 211,512 | $3.45M | 0.56% | −9,016−4.1% | Reduced |
| PFG Investments, LLC | 212,218 | $3.44M | 0.25% | +96,806+83.9% | Added |
| Jefferies Financial Group Inc. | 209,527 | $3.40M | 0.07% | +1,000+0.5% | Added |
| Sentinel Trust Co Lba | 207,000 | $3.36M | 0.41% | 00.0% | Unchanged |
| Brookstone Capital Management | 205,620 | $3.31M | 0.05% | +15,496+8.2% | Added |
| Ieq Capital, LLC | 197,856 | $3.21M | 0.04% | +14,728+8.0% | Added |
| Summit Financial, LLC | 196,357 | $3.18M | 0.15% | +22,164+12.7% | Added |
| Lavaca Capital LLC | 192,800 | $3.13M | 1.71% | 00.0% | Unchanged |
| Keybank National Association | 192,700 | $3.13M | 0.01% | +13,628+7.6% | Added |
| RK Capital Management, LLC | 190,400 | $3.09M | 3.23% | +190,400 | New |
| Pinnacle Holdings, LLC | 190,211 | $3.09M | 1.25% | +400.0% | Added |
| Jackson Hole Capital Partners, LLC | 189,552 | $3.07M | 0.68% | +10,800+6.0% | Added |
| Monticello Wealth Management, LLC | 189,072 | $3.07M | 0.29% | +3,504+1.9% | Added |
| Fortem Financial Group, LLC | 188,851 | $3.06M | 1.32% | −16,787−8.2% | Reduced |
| Basso Capital Management, L.P. | 188,500 | $3.06M | 2.76% | 00.0% | Unchanged |
| Cerity Partners LLC | 187,920 | $3.05M | 0.01% | −37,507−16.6% | Reduced |
| Adell Harriman & Carpenter Inc | 187,650 | $3.04M | 0.24% | +48,603+35.0% | Added |
| Susquehanna Portfolio Strategies, LLC | 187,207 | $3.04M | 0.13% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 186,171 | $3.02M | 0.55% | +490.0% | Added |
| Kingsview Wealth Management, LLC | 184,858 | $3.00M | 0.07% | +41,033+28.5% | Added |
| Kestra Private Wealth Services, LLC | 184,112 | $2.99M | 0.06% | +688+0.4% | Added |
| First Dallas Securities Inc. | 181,793 | $2.95M | 1.29% | +2,517+1.4% | Added |
| Mutual Advisors, LLC | 183,902 | $2.95M | 0.09% | +22,826+14.2% | Added |
| Terril Brothers, Inc. | 178,166 | $2.89M | 1.04% | +640.0% | Added |
| Oppenheimer Asset Management Inc. | 174,002 | $2.82M | 0.04% | +1,020+0.6% | Added |
| Aurora Private Wealth, Inc. | 173,594 | $2.82M | 2.47% | +2,210+1.3% | Added |
| True North Advisors, LLC | 172,678 | $2.80M | 0.75% | +6,690+4.0% | Added |
| Botty Investors LLC | 172,570 | $2.80M | 1.05% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 172,504 | $2.80M | 0.10% | −1,387−0.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 170,622 | $2.77M | 0.05% | −3,974−2.3% | Reduced |
| Venture Visionary Partners LLC | 170,486 | $2.77M | 0.13% | −14,228−7.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 167,190 | $2.71M | 0.59% | +488+0.3% | Added |
| Selway Asset Management | 167,000 | $2.71M | 1.11% | +72,100+76.0% | Added |
| Icon Wealth Advisors, LLC | 166,198 | $2.70M | 0.24% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 163,234 | $2.65M | 0.43% | +532+0.3% | Added |
| Kornitzer Capital Management Inc | 162,600 | $2.64M | 0.05% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 161,000 | $2.61M | 0.40% | +75,000+87.2% | Added |
| Silvercrest Asset Management Group LLC | 157,517 | $2.55M | 0.02% | −1,747−1.1% | Reduced |
| Great Valley Advisor Group, Inc. | 156,613 | $2.54M | 0.07% | +6,440+4.3% | Added |
| Turtle Creek Wealth Advisors, LLC | 156,582 | $2.54M | 0.59% | +12,925+9.0% | Added |
| CoreCap Advisors, LLC | 155,700 | $2.53M | 0.26% | −1,202−0.8% | Reduced |
| Avantax Advisory Services, Inc. | 154,777 | $2.51M | 0.02% | +10,513+7.3% | Added |
| Wealthcare Advisory Partners LLC | 153,828 | $2.50M | 0.08% | −7,858−4.9% | Reduced |
| M&T Bank Corp | 152,213 | $2.47M | 0.01% | −755−0.5% | Reduced |
| SG Americas Securities, LLC | 150,098 | $2.44M | 0.02% | −282,156−65.3% | Reduced |
| Daymark Wealth Partners, LLC | 149,426 | $2.42M | 0.11% | +134,159+878.8% | Added |
| Northeast Financial Consultants Inc | 149,058 | $2.42M | 0.11% | +3,131+2.1% | Added |
| Northwestern Mutual Wealth Management Co | 148,807 | $2.41M | 0.00% | +7,430+5.3% | Added |
| Sigma Planning Corp | 143,831 | $2.33M | 0.07% | +4,976+3.6% | Added |
| Jones Financial Companies LLLP | 141,219 | $2.29M | 0.00% | +46,638+49.3% | Added |
| GraniteShares Advisors LLC | 140,859 | $2.28M | 0.76% | +17,572+14.3% | Added |
| Finer Wealth Management, Inc. | 140,491 | $2.28M | 1.47% | −13,235−8.6% | Reduced |
| US Bancorp | 139,077 | $2.26M | 0.00% | −6,453−4.4% | Reduced |
| Van Eck Associates Corp | 138,936 | $2.25M | 0.00% | +21,897+18.7% | Added |
| Outfitter Financial LLC | 137,762 | $2.23M | 1.86% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 136,000 | $2.21M | 0.00% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 131,900 | $2.14M | 0.93% | +17,000+14.8% | Added |
| Clarus Group, Inc. | 131,689 | $2.14M | 0.94% | −89−0.1% | Reduced |
| Fifth Third Bancorp | 131,635 | $2.14M | 0.01% | −11,589−8.1% | Reduced |
| Autumn Glory Partners, LLC | 131,331 | $2.13M | 1.09% | −2,700−2.0% | Reduced |
| Dynamic Advisor Solutions LLC | 130,316 | $2.11M | 0.07% | +16,492+14.5% | Added |
| Wealthspire Advisors, LLC | 129,808 | $2.11M | 0.03% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 128,574 | $2.09M | 0.13% | 00.0% | Unchanged |
| Rockwood Wealth Management, LLC | 128,122 | $2.08M | 0.25% | +700+0.5% | Added |
| Cresset Asset Management, LLC | 126,805 | $2.06M | 0.01% | +12,291+10.7% | Added |