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 |
|---|---|---|---|---|---|
| Matrix Private Capital Group LLC | 20,043 | $325.1K | 0.20% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 20,000 | $324.4K | 0.13% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 19,999 | $324.4K | 0.17% | +392+2.0% | Added |
| Canton Hathaway, LLC | 20,000 | $324.0K | 0.09% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 19,897 | $322.7K | 0.04% | 00.0% | Unchanged |
| Aire Advisors, LLC | 19,838 | $321.8K | 0.07% | +2,351+13.4% | Added |
| David Loasby | 19,662 | $320.1K | 0.03% | +2,198+12.6% | Added |
| Proequities, Inc. | 19,730 | $320.0K | 0.02% | +6,152+45.3% | Added |
| Schulhoff & Co Inc | 19,522 | $316.6K | 0.14% | +1,720+9.7% | Added |
| Total Clarity Wealth Management, Inc. | 19,333 | $313.6K | 0.11% | +2,377+14.0% | Added |
| Westover Capital Advisors, LLC | 19,200 | $311.4K | 0.08% | +19,200 | New |
| Yarger Wealth Strategies, LLC | 18,994 | $308.1K | 0.19% | +373+2.0% | Added |
| Black Swift Group, LLC | 18,964 | $307.6K | 0.07% | +18,964 | New |
| Kennedy Investment Group | 18,942 | $307.2K | 0.16% | −520−2.7% | Reduced |
| Old North State Trust, LLC | 18,946 | $307.0K | 0.27% | +1,399+8.0% | Added |
| Cypress Capital Management LLC (WY) | 18,900 | $306.6K | 0.33% | −500−2.6% | Reduced |
| BCJ Capital Management, LLC | 18,870 | $306.1K | 0.02% | −901−4.6% | Reduced |
| Ingalls & Snyder LLC | 18,647 | $302.0K | 0.01% | −170,773−90.2% | Reduced |
| Salvus Wealth Management, LLC | 18,609 | $301.8K | 0.21% | +80.0% | Added |
| Tranquility Partners, LLC | 18,551 | $300.9K | 0.12% | −2,551−12.1% | Reduced |
| Legacy Financial Strategies, LLC | 18,391 | $300.3K | 0.07% | −4,000−17.9% | Reduced |
| Am Investment Strategies LLC | 18,477 | $300.0K | 0.07% | +393+2.2% | Added |
| Financial Counselors Inc | 18,454 | $299.3K | 0.00% | +4,992+37.1% | Added |
| HTLF Bank | 18,415 | $298.7K | 0.03% | −234−1.3% | Reduced |
| GM Advisory Group, Inc. | 18,400 | $298.4K | 0.02% | +2,834+18.2% | Added |
| Opus Capital Group, LLC | 18,399 | $298.0K | 0.04% | 00.0% | Unchanged |
| RFG Advisory, LLC | 18,372 | $298.0K | 0.01% | −9,634−34.4% | Reduced |
| Hoylecohen, LLC | 18,278 | $296.5K | 0.02% | +63+0.3% | Added |
| Foster Victor Wealth Advisors, LLC | 17,980 | $294.2K | 0.02% | −9−0.1% | Reduced |
| Smithbridge Asset Management Inc | 18,125 | $294.0K | 0.06% | +223+1.2% | Added |
| Grey Fox Wealth Advisors, LLC | 18,056 | $292.9K | 0.10% | +128+0.7% | Added |
| Magnus Financial Group LLC | 18,026 | $292.4K | 0.03% | +1,114+6.6% | Added |
| Caldwell Sutter Capital, Inc. | 17,921 | $290.7K | 0.14% | +950+5.6% | Added |
| HSBC Holdings PLC | 17,866 | $289.8K | 0.00% | +17,866 | New |
| Quadcap Wealth Management, LLC | 17,852 | $289.6K | 0.05% | −639−3.5% | Reduced |
| RiverGlades Family Offices LLC | 17,850 | $289.5K | 0.23% | 00.0% | Unchanged |
| CIC Wealth, LLC | 17,806 | $288.8K | 0.08% | +6,101+52.1% | Added |
| Invst, LLC | 17,647 | $288.7K | 0.03% | +3,683+26.4% | Added |
| Harmony Asset Management LLC | 17,755 | $288.0K | 0.12% | −395−2.2% | Reduced |
| United Advisor Group, LLC | 17,706 | $287.2K | 0.09% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 17,636 | $286.0K | 0.26% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 17,588 | $285.3K | 0.10% | +1,525+9.5% | Added |
| Cadent Capital Advisors, LLC | 17,558 | $284.8K | 0.12% | −2,395−12.0% | Reduced |
| Savant Capital, LLC | 17,519 | $284.2K | 0.00% | −9,383−34.9% | Reduced |
| Saxony Capital Management, LLC | 17,507 | $284.0K | 0.31% | +1,223+7.5% | Added |
| RiverTree Advisors, LLC | 17,500 | $283.9K | 0.19% | 00.0% | Unchanged |
| Capasso Planning Partners LLC | 17,500 | $283.9K | 0.09% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 17,313 | $281.0K | 0.05% | +136+0.8% | Added |
| Axxcess Wealth Management, LLC | 17,280 | $280.3K | 0.01% | −47,140−73.2% | Reduced |
| Van Hulzen Asset Management, LLC | 17,120 | $278.0K | 0.02% | 00.0% | Unchanged |
| Retirement Investment Advisors, Inc. | 17,072 | $276.9K | 0.03% | +17,072 | New |
| Leisure Capital Management | 17,000 | $275.7K | 0.13% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 16,993 | $275.6K | 0.14% | +40+0.2% | Added |
| Financial Advocates Investment Management | 16,973 | $275.3K | 0.02% | −2,271−11.8% | Reduced |
| Bryn Mawr Trust Co | 16,952 | $275.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 16,909 | $274.3K | 0.16% | +940+5.9% | Added |
| Kavar Capital Partners Group, LLC | 16,900 | $274.1K | 0.05% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 17,080 | $272.7K | 0.18% | 00.0% | Unchanged |
| Larson Financial Group LLC | 16,688 | $270.7K | 0.02% | +1,137+7.3% | Added |
| Helen Stephens Group, LLC | 16,654 | $270.1K | 0.09% | 00.0% | Unchanged |
| GDS Wealth Management | 16,560 | $268.6K | 0.03% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 16,436 | $266.6K | 0.04% | −1,000−5.7% | Reduced |
| Novare Capital Management LLC | 16,433 | $266.5K | 0.02% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 16,401 | $266.0K | 0.07% | 00.0% | Unchanged |
| Private Client Services, LLC | 16,393 | $265.9K | 0.17% | +83+0.5% | Added |
| Future Financial Wealth Managment LLC | 16,345 | $265.1K | 0.23% | +103+0.6% | Added |
| Scissortail Wealth Management, LLC | 16,329 | $264.9K | 0.07% | +16,329 | New |
| Fairman Group, LLC | 16,300 | $264.4K | 0.27% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 16,223 | $263.1K | 0.20% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 16,027 | $260.8K | 0.02% | +1,874+13.2% | Added |
| Sound Income Strategies, LLC | 16,066 | $260.6K | 0.02% | +3,410+26.9% | Added |
| Consilium Wealth Advisory, LLC | 16,000 | $259.5K | 0.14% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 15,912 | $258.1K | 0.07% | 00.0% | Unchanged |
| L.M. Kohn & Company | 15,694 | $254.6K | 0.07% | +15,694 | New |
| SkyOak Wealth, LLC | 15,590 | $252.9K | 0.06% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 15,550 | $252.2K | 0.09% | +15,550 | New |
| Regent Peak Wealth Advisors LLC | 15,540 | $252.1K | 0.06% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 15,531 | $251.9K | 0.02% | +248+1.6% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 15,490 | $251.2K | 0.18% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 15,462 | $250.8K | 0.00% | +1,000+6.9% | Added |
| Conservest Capital Advisors, Inc. | 15,912 | $250.3K | 0.03% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 15,381 | $249.0K | 0.01% | +15,381 | New |
| Douglass Winthrop Advisors, LLC | 15,350 | $249.0K | 0.01% | +3,500+29.5% | Added |
| Sym Financial Corp | 15,341 | $248.8K | 0.04% | 00.0% | Unchanged |
| First PREMIER Bank | 15,288 | $248.0K | 0.07% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 15,288 | $248.0K | 0.17% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 15,268 | $247.6K | 0.08% | +15,268 | New |
| Perennial Investment Advisors, LLC | 15,199 | $246.5K | 0.04% | +25+0.2% | Added |
| Shapiro Capital Management LLC | 15,000 | $243.3K | 0.01% | 00.0% | Unchanged |
| Westwood Wealth Management | 15,000 | $243.3K | 0.10% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 14,798 | $240.0K | 0.01% | −1,128−7.1% | Reduced |
| First National Trust Co | 14,695 | $238.4K | 0.01% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 14,675 | $238.0K | 0.00% | −3,000−17.0% | Reduced |
| Hilltop Holdings Inc. | 14,630 | $237.3K | 0.03% | +772+5.6% | Added |
| Lion Street Advisors, LLC | 14,613 | $237.0K | 0.09% | −25−0.2% | Reduced |
| Whalerock Point Partners, LLC | 14,600 | $236.8K | 0.06% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 14,600 | $236.8K | 0.10% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 14,578 | $236.4K | 0.03% | −1,470−9.2% | Reduced |
| Ironwood Investment Counsel, LLC | 14,545 | $235.9K | 0.04% | −2,993−17.1% | Reduced |
| Hollencrest Capital Management | 14,518 | $235.5K | 0.01% | +68+0.5% | Added |