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 |
|---|---|---|---|---|---|
| Teamwork Financial Advisors, LLC | 68,656 | $1.11M | 0.17% | −26,323−27.7% | Reduced |
| Sweet Financial Partners, LLC | 68,589 | $1.11M | 0.25% | +712+1.0% | Added |
| NewEdge Wealth, LLC | 68,407 | $1.11M | 0.02% | 00.0% | Unchanged |
| Rollins Financial Advisors, LLC | 68,148 | $1.11M | 0.19% | +58,146+581.3% | Added |
| Gratus Capital LLC | 67,171 | $1.09M | 0.04% | +11,104+19.8% | Added |
| Disciplined Investments, LLC | 66,821 | $1.08M | 0.58% | −347−0.5% | Reduced |
| Burney Co | 65,201 | $1.06M | 0.04% | +2,155+3.4% | Added |
| NBC Securities, Inc. | 64,357 | $1.04M | 0.09% | +7,991+14.2% | Added |
| Monetary Management Group Inc | 64,000 | $1.04M | 0.27% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 63,655 | $1.03M | 0.11% | −3,475−5.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 63,321 | $1.03M | 0.09% | +14,692+30.2% | Added |
| Cullen Investment Group, Ltd. | 62,800 | $1.02M | 0.16% | +1,100+1.8% | Added |
| CWM, LLC | 61,300 | $994.0K | 0.00% | +13,248+27.6% | Added |
| Meridian Wealth Advisors, LLC | 61,054 | $990.3K | 0.18% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 60,525 | $981.7K | 0.32% | +15,000+32.9% | Added |
| Berkshire Asset Management LLC | 60,501 | $981.3K | 0.05% | +26,172+76.2% | Added |
| First Manhattan Co | 60,484 | $981.0K | 0.00% | +5,600+10.2% | Added |
| 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 |
| GFS Advisors, LLC | 308 | $973.0K | 0.16% | −59,692−99.5% | Reduced |
| Nilsine Partners, LLC | 59,575 | $966.3K | 0.13% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 59,066 | $958.1K | 0.17% | −27,850−32.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 58,309 | $945.8K | 0.22% | 00.0% | Unchanged |
| Huntington National Bank | 58,195 | $943.9K | 0.01% | +20,364+53.8% | Added |
| West Michigan Advisors, LLC | 57,917 | $939.4K | 0.30% | +57,917 | New |
| Holderness Investments Co | 57,261 | $928.8K | 0.22% | +2,006+3.6% | Added |
| FourThought Financial Partners, LLC | 57,041 | $925.2K | 0.12% | −6,296−9.9% | Reduced |
| Covenant Asset Management, LLC | 56,874 | $922.5K | 0.21% | −2,752−4.6% | Reduced |
| Two Sigma Securities, LLC | 56,644 | $918.8K | 0.04% | +56,644 | New |
| Pointe Capital Management LLC | 56,610 | $918.2K | 0.57% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 56,015 | $909.0K | 0.06% | −17,648−24.0% | Reduced |
| Olistico Wealth, LLC | 56,000 | $908.3K | 0.58% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 55,921 | $907.0K | 0.01% | +2,188+4.1% | Added |
| PFG Advisors | 55,867 | $906.2K | 0.06% | −2,495−4.3% | Reduced |
| HFG Advisors, Inc. | 55,595 | $901.8K | 0.84% | −5,630−9.2% | Reduced |
| RSM US Wealth Management LLC | 54,722 | $894.9K | 0.02% | +34,664+172.8% | Added |
| Argent Trust Co | 54,977 | $891.7K | 0.04% | +300+0.5% | Added |
| NFC Investments, LLC | 54,870 | $890.0K | 0.26% | +54,870 | New |
| F&V Capital Management, LLC | 53,687 | $871.0K | 0.25% | 00.0% | Unchanged |
| Avion Wealth | 53,582 | $869.0K | 0.24% | +241+0.5% | Added |
| Donoghue Forlines LLC | 52,358 | $849.2K | 0.24% | +3,120+6.3% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 51,336 | $832.7K | 0.35% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 51,159 | $830.0K | 0.42% | +36,846+257.4% | Added |
| Bridgewater Advisors Inc. | 51,280 | $827.1K | 0.10% | +30.0% | Added |
| Chase Investment Counsel Corp | 51,039 | $827.0K | 0.29% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 50,680 | $822.0K | 0.00% | −87−0.2% | Reduced |
| Compass Financial Group, INC | 49,849 | $808.5K | 0.18% | −691−1.4% | Reduced |
| Synovus Financial Corp | 49,781 | $807.5K | 0.01% | +184+0.4% | Added |
| GenTrust, LLC | 49,700 | $806.1K | 0.04% | +49,700 | New |
| Wellington Shields & Co., LLC | 49,527 | $803.3K | 0.26% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 49,112 | $796.6K | 0.04% | +1,140+2.4% | Added |
| Alpha Cubed Investments, LLC | 48,562 | $787.7K | 0.04% | +1,434+3.0% | Added |
| TCTC Holdings, LLC | 48,308 | $783.6K | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 48,306 | $783.5K | 0.06% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 48,150 | $781.0K | 0.36% | +2,507+5.5% | Added |
| Samalin Investment Counsel, LLC | 47,140 | $764.6K | 0.36% | +1,048+2.3% | Added |
| KCM Investment Advisors LLC | 47,000 | $762.3K | 0.03% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 46,835 | $759.7K | 0.12% | +100+0.2% | Added |
| SEI Investments Co | 46,063 | $747.1K | 0.00% | +20,093+77.4% | Added |
| Thrive Wealth Management, LLC | 46,034 | $746.7K | 0.15% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 46,030 | $746.6K | 0.02% | +1,578+3.5% | Added |
| Advisor OS, LLC | 45,979 | $745.8K | 0.08% | +1,031+2.3% | Added |
| Newbridge Financial Services Group, Inc. | 45,864 | $743.9K | 0.28% | −2,454−5.1% | Reduced |
| Mission Wealth Management, LP | 45,574 | $739.2K | 0.02% | +16,521+56.9% | Added |
| BancorpSouth Bank | 45,350 | $735.6K | 0.06% | −1,321−2.8% | Reduced |
| Lifestyle Asset Management, Inc. | 44,677 | $724.7K | 0.42% | −22,534−33.5% | Reduced |
| Cornerstone Wealth Management, LLC | 44,481 | $721.5K | 0.06% | −145−0.3% | Reduced |
| Morton Capital Management LLC | 44,383 | $719.9K | 0.17% | +699+1.6% | Added |
| Joseph P. Lucia & Associates, LLC | 44,239 | $717.5K | 0.37% | −226−0.5% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 44,126 | $715.7K | 0.31% | +12,313+38.7% | Added |
| Fayez Sarofim & Co | 44,056 | $714.6K | 0.00% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 44,013 | $713.9K | 0.04% | −861−1.9% | Reduced |
| Essex Financial Services, Inc. | 43,789 | $711.6K | 0.05% | +10,220+30.4% | Added |
| Waterfront Wealth Inc. | 43,796 | $710.4K | 0.19% | −552−1.2% | Reduced |
| Reuter James Wealth Management, LLC | 43,488 | $705.4K | 0.52% | +152+0.4% | Added |
| Sound View Wealth Advisors Group, LLC | 43,450 | $704.8K | 0.07% | +25+0.1% | Added |
| Howard Capital Management Inc. | 43,256 | $701.6K | 0.07% | −22,534−34.3% | Reduced |
| Mather Group, LLC. | 44,518 | $700.3K | 0.01% | +21,740+95.4% | Added |
| Cascade Financial Partners, LLC | 42,717 | $692.9K | 0.09% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 42,671 | $692.1K | 0.11% | +396+0.9% | Added |
| Coastal Investment Advisors, Inc. | 42,455 | $688.6K | 0.13% | −12,959−23.4% | Reduced |
| Fisher Asset Management, LLC | 42,290 | $686.0K | 0.00% | +13,939+49.2% | Added |
| Invenio Wealth Partners LLC | 42,216 | $684.7K | 0.34% | −1,000−2.3% | Reduced |
| Wealth Alliance Advisory Group, LLC | 42,043 | $681.9K | 0.15% | +80+0.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 41,959 | $680.6K | 0.04% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 41,905 | $679.7K | 0.07% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 41,823 | $678.4K | 0.03% | −19,016−31.3% | Reduced |
| We Are One Seven, LLC | 41,407 | $671.6K | 0.03% | +10,486+33.9% | Added |
| Bouchey Financial Group Ltd | 41,402 | $671.0K | 0.06% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 41,322 | $670.2K | 0.02% | −33,288−44.6% | Reduced |
| Modus Advisors, LLC | 41,302 | $669.9K | 0.24% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 41,083 | $666.4K | 0.22% | +30,864+302.0% | Added |
| McDonald Partners LLC | 41,059 | $666.0K | 0.18% | +606+1.5% | Added |
| Waterloo Capital, L.P. | 40,972 | $664.6K | 0.08% | −2,585−5.9% | Reduced |
| EP Wealth Advisors, LLC | 40,794 | $661.7K | 0.01% | +1,315+3.3% | Added |
| Arete Wealth Advisors, LLC | 40,407 | $655.0K | 0.05% | −6,718−14.3% | Reduced |
| Lee Financial Co | 40,185 | $651.8K | 0.11% | 00.0% | Unchanged |
| Samjo Management, LLC | 40,000 | $648.8K | 0.24% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 40,000 | $648.8K | 0.36% | +40,000 | New |
| Centaurus Financial, Inc. | 39,741 | $645.0K | 0.04% | −8,853−18.2% | Reduced |