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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2024: 1,081 institutions
Q1 2021: 738 institutionsQ2 2021: 752 institutionsQ3 2021: 773 institutionsQ4 2021: 811 institutionsQ1 2022: 829 institutionsQ2 2022: 845 institutionsQ3 2022: 854 institutionsQ4 2022: 915 institutionsQ1 2023: 932 institutionsQ2 2023: 955 institutionsQ3 2023: 965 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,059 institutionsQ2 2024: 1,081 institutionsQ3 2024: 1,100 institutionsQ4 2024: 1,206 institutionsQ1 2025: 1,215 institutionsQ2 2025: 1,235 institutionsQ3 2025: 1,226 institutionsQ4 2025: 1,262 institutionsQ1 2026: 1,304 institutionsQ2 2026: 1,304 institutions
Value heldQ2 2024: $18.2B
Q1 2021: $7.83BQ2 2021: $10.8BQ3 2021: $9.79BQ4 2021: $9.66BQ1 2022: $13.6BQ2 2022: $12.0BQ3 2022: $13.0BQ4 2022: $13.7BQ1 2023: $13.8BQ2 2023: $13.7BQ3 2023: $15.1BQ4 2023: $15.8BQ1 2024: $17.7BQ2 2024: $18.2BQ3 2024: $18.1BQ4 2024: $22.4BQ1 2025: $20.5BQ2 2025: $19.6BQ3 2025: $17.9BQ4 2025: $16.9BQ1 2026: $20.9BQ2 2026: $21.1B
Institutions holding ET and their total value by quarter
QuarterHoldersValue
Q2 20261,304$21.1B
Q1 20261,304$20.9B
Q4 20251,262$16.9B
Q3 20251,226$17.9B
Q2 20251,235$19.6B
Q1 20251,215$20.5B
Q4 20241,206$22.4B
Q3 20241,100$18.1B
Q2 20241,081$18.2B
Q1 20241,059$17.7B
Q4 20231,056$15.8B
Q3 2023965$15.1B
Q2 2023955$13.7B
Q1 2023932$13.8B
Q4 2022915$13.7B
Q3 2022854$13.0B
Q2 2022845$12.0B
Q1 2022829$13.6B
Q4 2021811$9.66B
Q3 2021773$9.79B
Q2 2021752$10.8B
Q1 2021738$7.83B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q1 2024.

Institutions holding ET in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Busey Wealth Management14,506$235.3K0.01%+1,906+15.1%Added
Hollow Brook Wealth Management LLC14,470$234.7K0.08%00.0%Unchanged
TD Waterhouse Canada Inc.14,333$234.5K0.00%−1,811−11.2%Reduced
CFO4Life Group, LLC14,438$234.2K0.04%+40.0%Added
Trueblood Wealth Management, LLC14,180$230.0K0.13%00.0%Unchanged
Gateway Wealth Partners, LLC14,168$229.8K0.07%−417−2.9%Reduced
Ulland Investment Advisors, LLC14,143$229.0K0.16%00.0%Unchanged
Ellis Investment Partners, LLC14,100$228.7K0.05%+1,328+10.4%Added
Buska Wealth Management, LLC13,958$226.4K0.09%−1,937−12.2%Reduced
Hemington Wealth Management13,952$226.0K0.08%00.0%Unchanged
Fermata Advisors, LLC13,825$224.2K0.05%+13,825New
L & S Advisors Inc13,814$224.1K0.03%+13,814New
Thrivent Financial for Lutherans13,801$224.0K0.00%−281−2.0%Reduced
Mill Creek Capital Advisors, LLC13,767$223.3K0.01%−2,266−14.1%Reduced
Smithfield Trust Co13,731$222.0K0.01%00.0%Unchanged
Koshinski Asset Management, Inc.13,752$221.7K0.02%+2,682+24.2%Added
Federation des caisses Desjardins du Quebec13,585$220.3K0.00%−100−0.7%Reduced
Wealth Effects LLC13,514$219.2K0.08%+2,800+26.1%Added
Viawealth, LLC13,458$218.3K0.14%−1,000−6.9%Reduced
HM Payson & Co13,442$218.0K0.00%00.0%Unchanged
WFA Asset Management Corp13,435$217.9K0.12%+10,280+325.8%Added
Capital Investment Advisory Services, LLC13,345$216.5K0.02%+427+3.3%Added
Clifford Swan Investment Counsel LLC13,263$215.1K0.01%00.0%Unchanged
Clearstead Advisors, LLC13,241$214.8K0.00%+9,316+237.4%Added
Resonant Capital Advisors, LLC13,180$213.8K0.02%00.0%Unchanged
Hobbs Group Advisors, LLC13,160$213.5K0.08%+13,160New
CMG Global Holdings, LLC13,154$213.4K0.14%−870−6.2%Reduced
WCG Wealth Advisors LLC13,163$213.0K0.02%−1,725−11.6%Reduced
Proficio Capital Partners LLC13,083$212.2K0.02%−2,877−18.0%Reduced
Wolff Financial Management LLC13,090$212.0K0.16%+21+0.2%Added
Shufro Rose & Co LLC13,028$211.3K0.02%+1,540+13.4%Added
Delap Wealth Advisory, LLC13,006$211.0K0.10%+545+4.4%Added
Verdence Capital Advisors LLC13,002$210.9K0.02%−1,347−9.4%Reduced
FLC Capital Advisors13,000$210.9K0.05%00.0%Unchanged
Country Club Bank13,146$210.7K0.01%00.0%Unchanged
Bradley Foster & Sargent Inc12,990$210.7K0.00%+2,600+25.0%Added
Ruggaard & Associates LLC12,987$210.6K0.10%00.0%Unchanged
Shepherd Financial Partners LLC12,969$210.4K0.03%+251+2.0%Added
Marcum Wealth, LLC12,960$210.2K0.02%+204+1.6%Added
Chilton Capital Management LLC12,949$210.0K0.01%−9,157−41.4%Reduced
Icapital Wealth LLC12,906$209.3K0.11%00.0%Unchanged
Probity Advisors, Inc.12,858$208.6K0.04%−270−2.1%Reduced
PCG Wealth Advisors, LLC12,849$208.4K0.09%+1,220+10.5%Added
Paragon Capital Management Ltd12,834$208.2K0.04%−55,890−81.3%Reduced
Keel Point, LLC13,291$207.1K0.02%+13,291New
Euro Pacific Asset Management, LLC12,715$207.0K0.04%+12,715New
Leo Wealth, LLC12,631$206.6K0.02%+12,631New
Kaizen Financial Strategies12,720$206.2K0.13%+12,720New
Parallel Advisors, LLC12,694$205.9K0.01%+465+3.8%Added
Klingman & Associates, LLC12,589$204.2K0.01%+12,589New
Tompkins Financial Corp12,500$202.8K0.02%−1,055−7.8%Reduced
Woodstock Corp12,500$202.8K0.02%00.0%Unchanged
WPWealth LLP12,388$200.9K0.05%+122+1.0%Added
Madison Park Capital Advisors, LLC12,302$199.5K0.17%+20.0%Added
Cullinan Associates Inc12,300$199.5K0.01%−20−0.2%Reduced
LRI Investments, LLC12,290$199.3K0.02%+10,450+567.9%Added
Jmac Enterprises LLC12,261$198.9K0.03%+21+0.2%Added
Crewe Advisors LLC12,194$197.8K0.02%00.0%Unchanged
Buckingham Strategic Partners12,177$197.5K0.01%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC12,160$197.2K0.11%00.0%Unchanged
Concord Wealth Partners12,141$196.9K0.03%−879−6.8%Reduced
Herold Advisors, Inc.12,102$196.3K0.05%+9+0.1%Added
Modera Wealth Management, LLC12,079$195.9K0.00%+889+7.9%Added
Capstone Financial Advisors, Inc.12,041$195.3K0.01%00.0%Unchanged
Hall Laurie J Trustee12,004$195.0K0.07%00.0%Unchanged
Walker Asset Management, LLC12,020$195.0K0.13%+181+1.5%Added
State of Wyoming11,897$193.0K0.03%+5,221+78.2%Added
Dudley Capital Management, LLC11,887$192.8K0.11%00.0%Unchanged
Safeguard Investment Advisory Group, LLC11,837$192.0K0.06%+289+2.5%Added
University of Texas/Texas Am Investment Managment Co11,817$191.7K0.04%−11,817−50.0%Reduced
Key Client Fiduciary Advisors, LLC11,804$191.5K0.10%+11,804New
Tempus Wealth Planning, LLC11,730$190.3K0.08%−15,176−56.4%Reduced
First Heartland Consultants, Inc.11,649$189.0K0.02%+516+4.6%Added
American Financial Advisors, LLC11,617$188.4K0.03%+12+0.1%Added
Thompson Davis & Co., Inc.11,600$188.2K0.16%00.0%Unchanged
Brighton Jones LLC11,592$188.0K0.01%−8,021−40.9%Reduced
Sapient Capital LLC11,539$187.2K0.00%−7,680−40.0%Reduced
Avenue 1 Advisors, LLC11,500$186.5K0.08%00.0%Unchanged
McCarthy Asset Management, Inc.11,403$185.0K0.11%+45+0.4%Added
First Citizens Bank & Trust Co11,402$184.9K0.00%+11,402New
First United Bank Trust11,250$182.5K0.07%00.0%Unchanged
Indiana Trust & Investment Management CO11,220$182.0K0.07%00.0%Unchanged
Creative Financial Designs Inc11,210$181.8K0.02%00.0%Unchanged
Ancora Advisors, LLC11,135$180.6K0.00%+1,335+13.6%Added
TRUE Private Wealth Advisors11,008$178.6K0.02%+67+0.6%Added
Ami Investment Management Inc10,997$178.4K0.06%00.0%Unchanged
Sovereign Financial Group, Inc.10,997$178.4K0.04%−900−7.6%Reduced
Prudential Financial Inc10,716$173.8K0.00%+10,716New
Strategic Advocates LLC10,702$173.6K0.07%+40+0.4%Added
Everett Harris & Co10,697$173.5K0.00%00.0%Unchanged
O'Dell Group, LLC10,900$171.5K0.04%00.0%Unchanged
Prosperity Financial Group, Inc.10,550$171.1K0.11%00.0%Unchanged
TrueWealth Advisors, LLC10,544$171.0K0.06%+10,544New
Valley National Advisers Inc10,562$171.0K0.03%+25+0.2%Added
USAdvisors Wealth Management, LLC10,550$171.0K0.06%+10,550New
Fiduciary Trust Co10,541$171.0K0.00%−639−5.7%Reduced
Rather & Kittrell, Inc.10,541$171.0K0.05%00.0%Unchanged
Beaumont Financial Advisors, LLC10,486$170.1K0.01%00.0%Unchanged
IronBridge Private Wealth, LLC10,462$169.7K0.06%+28+0.3%Added
Lyell Wealth Management, LP10,436$169.3K0.02%+86+0.8%Added