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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, Q3 2024

Institutional positions in Energy Transfer LP as of Sep 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
1,100
+31 vs. Q2 2024
Shares held
1.14B
+10.3M (+0.9%) vs. Q2 2024
Total value
$18.1B
+$3.24M (0.0%) vs. Q2 2024
New holders
87
495 more added
Sold out
56
252 more reduced

12 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 1,100 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 heldQ3 2024: $18.1B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q2 2024.

Institutions holding ET in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Shulman DeMeo Asset Management LLC10,777$173.0K0.04%+10,777New
L & S Advisors Inc10,814$173.6K0.02%−3,000−21.7%Reduced
O'Dell Group, LLC10,900$174.9K0.04%00.0%Unchanged
Ami Investment Management Inc10,997$176.5K0.06%00.0%Unchanged
Traynor Capital Management, Inc.11,056$177.5K0.01%−19,737−64.1%Reduced
TKG Advisors, LLC11,068$177.6K0.09%+11,068New
Indiana Trust & Investment Management CO11,220$180.1K0.06%00.0%Unchanged
First United Bank Trust11,250$180.6K0.06%00.0%Unchanged
Zacks Investment Management11,257$180.7K0.00%+11,257New
Arkfeld Wealth Strategies, L.L.C.11,131$181.4K0.09%+11,131New
Mills Wealth Advisors LLC11,355$182.2K0.13%+11,355New
Jim Saulnier & Associates, LLC11,394$182.9K0.18%+11,394New
McCarthy Asset Management, Inc.11,449$183.8K0.11%+46+0.4%Added
Lazard Asset Management LLC11,499$184.0K0.00%−22,402−66.1%Reduced
Avenue 1 Advisors, LLC11,500$184.6K0.07%00.0%Unchanged
Sapient Capital LLC11,539$185.2K0.00%00.0%Unchanged
Centurion Wealth Management LLC11,559$185.5K0.06%+11,559New
Journey Strategic Wealth LLC11,586$186.0K0.01%+1,256+12.2%Added
CMG Global Holdings, LLC11,589$186.0K0.11%−1,565−11.9%Reduced
American Financial Advisors, LLC11,629$186.6K0.03%+12+0.1%Added
First Heartland Consultants, Inc.11,803$189.0K0.02%+154+1.3%Added
Key Client Fiduciary Advisors, LLC11,804$189.5K0.09%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co11,817$189.7K0.03%00.0%Unchanged
Dudley Capital Management, LLC11,887$190.8K0.10%00.0%Unchanged
Ronald Blue Trust, Inc.11,783$191.1K0.00%+7,468+173.1%Added
Safeguard Investment Advisory Group, LLC11,992$192.5K0.05%+155+1.3%Added
Private Wealth Partners, LLC12,000$192.6K0.02%+12,000New
Hall Laurie J Trustee12,004$193.0K0.06%00.0%Unchanged
Capstone Financial Advisors, Inc.12,041$193.3K0.01%00.0%Unchanged
Herold Advisors, Inc.12,111$194.4K0.04%+9+0.1%Added
Mark Sheptoff Financial Planning, LLC12,160$195.2K0.10%00.0%Unchanged
Walker Asset Management, LLC12,203$195.9K0.12%+183+1.5%Added
Tandem Investment Advisors, Inc.12,267$197.0K0.01%−3,114−20.2%Reduced
Pallas Capital Advisors LLC12,012$197.0K0.01%+12,012New
Jmac Enterprises LLC12,282$197.1K0.03%+21+0.2%Added
Marcum Wealth, LLC12,286$197.2K0.02%−674−5.2%Reduced
Madison Park Capital Advisors, LLC12,304$197.5K0.15%+20.0%Added
Creative Financial Designs Inc12,410$199.2K0.02%+1,200+10.7%Added
Modera Wealth Management, LLC12,428$199.5K0.00%+349+2.9%Added
Grimes & Company, Inc.12,474$200.2K0.01%+12,474New
Tompkins Financial Corp12,500$200.6K0.02%00.0%Unchanged
Woodstock Corp12,500$200.6K0.02%00.0%Unchanged
Cullinan Associates Inc12,300$201.8K0.01%00.0%Unchanged
Klingman & Associates, LLC12,589$202.1K0.01%00.0%Unchanged
Brighton Jones LLC12,686$203.6K0.01%+1,094+9.4%Added
Paragon Capital Management Ltd12,834$206.0K0.04%00.0%Unchanged
Probity Advisors, Inc.12,858$206.4K0.04%00.0%Unchanged
Kaizen Financial Strategies12,962$208.0K0.12%+242+1.9%Added
Ruggaard & Associates LLC12,987$208.4K0.09%00.0%Unchanged
Bradley Foster & Sargent Inc12,990$208.5K0.00%00.0%Unchanged
FLC Capital Advisors13,000$208.7K0.05%00.0%Unchanged
Sterling Capital Management LLC13,003$208.7K0.00%+13,003New
Wolff Financial Management LLC13,112$210.0K0.06%+22+0.2%Added
PCG Wealth Advisors, LLC13,086$210.0K0.08%+237+1.8%Added
LRI Investments, LLC12,290$210.8K0.02%00.0%Unchanged
Hobbs Group Advisors, LLC13,160$211.2K0.08%00.0%Unchanged
Shufro Rose & Co LLC13,028$211.3K0.02%00.0%Unchanged
Resonant Capital Advisors, LLC13,180$211.5K0.02%00.0%Unchanged
Federation des caisses Desjardins du Quebec13,185$211.6K0.00%−400−2.9%Reduced
Euro Pacific Asset Management, LLC13,210$212.0K0.04%+495+3.9%Added
Gateway Wealth Partners, LLC13,217$212.1K0.06%−951−6.7%Reduced
Shepherd Financial Partners LLC13,222$212.2K0.03%+253+2.0%Added
Delap Wealth Advisory, LLC13,260$212.8K0.13%+254+2.0%Added
Clifford Swan Investment Counsel LLC13,263$212.9K0.01%00.0%Unchanged
Clearstead Advisors, LLC13,266$212.9K0.00%+25+0.2%Added
Verdence Capital Advisors LLC13,268$213.0K0.02%+266+2.0%Added
Concord Wealth Partners13,312$213.7K0.04%+1,171+9.6%Added
Tempus Wealth Planning, LLC13,342$214.1K0.08%+1,612+13.7%Added
HM Payson & Co13,442$215.7K0.00%00.0%Unchanged
Viawealth, LLC13,458$216.0K0.13%00.0%Unchanged
Capital Investment Advisory Services, LLC13,474$216.3K0.02%+129+1.0%Added
WFA Asset Management Corp13,498$216.6K0.12%+63+0.5%Added
Wealth Effects LLC13,514$216.9K0.08%00.0%Unchanged
WCG Wealth Advisors LLC13,617$219.0K0.01%+454+3.4%Added
Kiely Wealth Advisory Group, Inc.12,862$219.2K0.14%+12,862New
Country Club Bank13,646$219.3K0.01%+500+3.8%Added
Family Management Corp13,664$219.3K0.04%+13,664New
TrueWealth Advisors, LLC13,766$221.0K0.07%+3,222+30.6%Added
Mill Creek Capital Advisors, LLC13,767$221.0K0.01%00.0%Unchanged
Koshinski Asset Management, Inc.13,769$221.0K0.02%+17+0.1%Added
Smithfield Trust Co13,731$221.0K0.01%00.0%Unchanged
Perennial Investment Advisors, LLC13,919$223.4K0.03%−1,280−8.4%Reduced
SJS Investment Consulting Inc.13,983$224.4K0.04%+13,610+3,648.8%Added
First Citizens Bank & Trust Co14,015$224.9K0.00%+2,613+22.9%Added
Ulland Investment Advisors, LLC14,000$225.0K0.16%−143−1.0%Reduced
Secure Asset Management, LLC14,128$226.8K0.04%+14,128New
Trueblood Wealth Management, LLC14,180$227.6K0.11%00.0%Unchanged
First National Trust Co14,195$227.8K0.01%−500−3.4%Reduced
Hemington Wealth Management13,952$229.0K0.06%00.0%Unchanged
Ellis Investment Partners, LLC14,293$229.4K0.04%+193+1.4%Added
Larson Financial Group LLC14,304$229.6K0.01%−2,384−14.3%Reduced
Hollow Brook Wealth Management LLC14,470$232.2K0.07%00.0%Unchanged
USAdvisors Wealth Management, LLC14,500$233.0K0.08%+3,950+37.4%Added
Amplius Wealth Advisors, LLC14,527$233.2K0.03%−51−0.3%Reduced
CFO4Life Group, LLC14,567$233.8K0.04%+129+0.9%Added
Hollencrest Capital Management14,587$234.1K0.01%+69+0.5%Added
Stelac Advisory Services LLC14,600$234.3K0.10%00.0%Unchanged
Tiaa Trust, National Association14,671$235.5K0.00%−791−5.1%Reduced
Covenant Partners, LLC14,880$238.8K0.07%+14,880New
Fermata Advisors, LLC14,935$239.7K0.05%+1,110+8.0%Added