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 |
|---|---|---|---|---|---|
| Levy Wealth Management Group, LLC | 28,842 | $467.8K | 0.12% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 28,841 | $467.8K | 0.36% | +1,502+5.5% | Added |
| HAP Trading, LLC | 28,665 | $464.9K | 0.20% | +28,665 | New |
| Pettinga Financial Advisors, LLC | 28,532 | $462.8K | 0.12% | −1,000−3.4% | Reduced |
| Tritonpoint Wealth, LLC | 28,492 | $462.1K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 28,323 | $459.4K | 0.04% | −508−1.8% | Reduced |
| Saxon Interests, Inc. | 28,122 | $456.1K | 0.22% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 28,045 | $454.9K | 0.17% | +1,016+3.8% | Added |
| Prairie Wealth Advisors, Inc. | 28,000 | $454.2K | 0.23% | −150−0.5% | Reduced |
| Boston Private Wealth LLC | 27,917 | $452.8K | 0.01% | −3,752−11.8% | Reduced |
| Zimmermann Investment Management & Planning LLC | 27,900 | $452.5K | 0.15% | +27,900 | New |
| Resources Investment Advisors, LLC. | 27,895 | $452.5K | 0.01% | +10,488+60.3% | Added |
| Central Trust Co | 27,868 | $452.0K | 0.01% | +75+0.3% | Added |
| Merit Financial Group, LLC | 27,863 | $451.9K | 0.01% | +2,234+8.7% | Added |
| Vivaldi Asset Management, LLC | 28,230 | $450.3K | 0.04% | +12,747+82.3% | Added |
| Agf Management Ltd | 27,685 | $449.1K | 0.00% | −495−1.8% | Reduced |
| Good Life Advisors, LLC | 27,631 | $448.2K | 0.04% | +5,795+26.5% | Added |
| Levin Capital Strategies, L.P. | 27,600 | $447.7K | 0.05% | −14,000−33.7% | Reduced |
| Partners Group Holding AG | 27,555 | $446.9K | 0.03% | −2,930−9.6% | Reduced |
| Hartford Financial Management Inc. | 27,134 | $440.1K | 0.09% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 26,707 | $433.2K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 26,656 | $432.4K | 0.15% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 26,592 | $431.3K | 0.01% | +5,463+25.9% | Added |
| JJJ Advisors Inc. | 26,520 | $430.2K | 0.09% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 26,500 | $429.8K | 0.04% | 00.0% | Unchanged |
| Poplar Forest Capital LLC | 26,450 | $429.0K | 0.06% | +7,500+39.6% | Added |
| SeaCrest Wealth Management, LLC | 26,374 | $427.8K | 0.05% | +1,157+4.6% | Added |
| Tyche Wealth Partners LLC | 26,141 | $424.0K | 0.10% | +3,698+16.5% | Added |
| Marco Investment Management LLC | 26,106 | $423.4K | 0.04% | +3,505+15.5% | Added |
| Deerfield Management Company, L.P. (Series C) | 26,024 | $422.1K | 0.01% | +26,024 | New |
| Main Street Financial Solutions, LLC | 26,019 | $422.0K | 0.04% | −27,602−51.5% | Reduced |
| Natixis Advisors, L.P. | 25,863 | $419.0K | 0.00% | +25,863 | New |
| ARK & TLK Investments, LLC | 25,814 | $418.7K | 0.16% | 00.0% | Unchanged |
| Whittier Trust Co | 25,617 | $415.2K | 0.01% | −480−1.8% | Reduced |
| Fulton Bank, N.A. | 25,437 | $412.6K | 0.02% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 25,439 | $411.6K | 0.20% | +25,439 | New |
| Atria Investments LLC | 25,305 | $410.5K | 0.01% | −61,960−71.0% | Reduced |
| Checchi Capital Advisers, LLC | 25,270 | $409.9K | 0.03% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 25,071 | $406.6K | 0.15% | −1,585−5.9% | Reduced |
| Stokes Capital Advisors, LLC | 24,846 | $403.0K | 0.11% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 24,818 | $402.5K | 0.02% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 24,804 | $402.3K | 0.21% | +312+1.3% | Added |
| Sabal Trust CO | 24,765 | $401.7K | 0.02% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 24,876 | $400.7K | 0.02% | −1,073−4.1% | Reduced |
| Whitener Capital Management, Inc. | 24,658 | $400.0K | 0.12% | +2,100+9.3% | Added |
| Scarborough Advisors, LLC | 24,656 | $399.9K | 0.16% | −1,677−6.4% | Reduced |
| HBW Advisory Services LLC | 24,641 | $399.7K | 0.07% | +3,780+18.1% | Added |
| Morling Financial Advisors, LLC | 24,598 | $399.0K | 0.17% | +475+2.0% | Added |
| Wesbanco Bank Inc | 24,521 | $397.7K | 0.01% | +3,032+14.1% | Added |
| MV Capital Management, Inc. | 24,460 | $396.7K | 0.04% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 24,381 | $395.5K | 0.16% | +4,448+22.3% | Added |
| Signaturefd, LLC | 24,344 | $394.9K | 0.01% | +478+2.0% | Added |
| Principal Securities, Inc. | 24,113 | $391.1K | 0.01% | +2,468+11.4% | Added |
| Verity & Verity, LLC | 23,978 | $388.9K | 0.04% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 23,929 | $388.1K | 0.05% | +548+2.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 23,875 | $387.3K | 0.01% | 00.0% | Unchanged |
| Searle & Co. | 23,844 | $386.8K | 0.09% | +3,725+18.5% | Added |
| TCG Advisory Services, LLC | 23,814 | $386.3K | 0.02% | +9,513+66.5% | Added |
| C2C Wealth Management, LLC | 23,797 | $386.0K | 0.38% | −529−2.2% | Reduced |
| Financial Partners Group, Inc | 23,659 | $383.8K | 0.06% | +435+1.9% | Added |
| Woodward Diversified Capital, LLC | 23,638 | $383.4K | 0.22% | +20.0% | Added |
| Bogart Wealth, LLC | 23,516 | $381.4K | 0.02% | +458+2.0% | Added |
| Wetherby Asset Management Inc | 23,508 | $381.3K | 0.02% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 23,422 | $379.9K | 0.13% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 23,307 | $378.0K | 0.12% | +23,307 | New |
| National Philanthropic Trust | 23,000 | $373.1K | 0.01% | +3,000+15.0% | Added |
| 1st Source Bank | 22,994 | $373.0K | 0.02% | +1,550+7.2% | Added |
| Parkside Financial Bank & Trust | 22,955 | $372.3K | 0.06% | +5,519+31.7% | Added |
| Fiduciary Financial Group, LLC | 22,748 | $372.2K | 0.09% | +22,748 | New |
| Madden Securities Corp | 22,602 | $366.6K | 0.16% | +1,000+4.6% | Added |
| Affinity Wealth Management LLC | 22,570 | $366.1K | 0.07% | +240+1.1% | Added |
| Jaffetilchin Investment Partners, LLC | 22,530 | $365.4K | 0.03% | +1,384+6.5% | Added |
| Oxford Financial Group Ltd | 22,516 | $365.2K | 0.02% | +22,516 | New |
| Thoroughbred Financial Services, LLC | 22,523 | $365.0K | 0.02% | −22,911−50.4% | Reduced |
| Primoris Wealth Advisors, LLC | 22,500 | $364.9K | 0.29% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 22,466 | $364.4K | 0.16% | −1,202−5.1% | Reduced |
| Capital Market Strategies LLC | 22,393 | $363.2K | 0.23% | +60+0.3% | Added |
| Signature Wealth Management Partners, LLC | 22,218 | $360.4K | 0.27% | +313+1.4% | Added |
| E&G Advisors, LP | 22,090 | $358.3K | 0.11% | −1,093−4.7% | Reduced |
| Cornerstone Advisory, LLC | 22,080 | $358.1K | 0.05% | −39,920−64.4% | Reduced |
| Baird Financial Group, Inc. | 22,074 | $358.0K | 0.00% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 21,996 | $356.8K | 0.06% | +21+0.1% | Added |
| Modern Wealth Management, LLC | 21,969 | $356.3K | 0.03% | −98−0.4% | Reduced |
| Heritage Trust Co | 21,887 | $355.0K | 0.05% | 00.0% | Unchanged |
| Belfer Management LLC | 21,882 | $354.9K | 6.69% | 00.0% | Unchanged |
| Second Line Capital, LLC | 21,867 | $354.7K | 0.11% | +230+1.1% | Added |
| WealthTrust Axiom LLC | 21,677 | $351.6K | 0.12% | −5,533−20.3% | Reduced |
| Atlas Private Wealth Advisors | 21,470 | $348.2K | 0.06% | +10,928+103.7% | Added |
| Van Cleef Asset Management,Inc | 21,185 | $343.6K | 0.04% | −1,840−8.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 21,004 | $340.7K | 0.07% | +1,003+5.0% | Added |
| Christopher J. Hasenberg, Inc | 21,000 | $340.6K | 0.15% | −841−3.9% | Reduced |
| Laidlaw Wealth Management LLC | 20,900 | $339.0K | 0.19% | +500+2.5% | Added |
| HBK Sorce Advisory LLC | 20,877 | $338.6K | 0.01% | +5,148+32.7% | Added |
| Harrell Investment Partners, LLC | 20,716 | $336.0K | 0.10% | +406+2.0% | Added |
| Farmers & Merchants Investments Inc | 20,646 | $334.9K | 0.01% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 20,540 | $333.2K | 0.16% | +170+0.8% | Added |
| Private Trust Co NA | 20,230 | $328.1K | 0.04% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 20,225 | $328.1K | 0.45% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 20,201 | $327.7K | 0.06% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 20,140 | $326.7K | 0.03% | 00.0% | Unchanged |