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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
Summit Asset Management, LLC15,115$242.6K0.05%+15,115New
Core Wealth Partners LLC15,288$245.4K0.15%00.0%Unchanged
Ariston Services Group15,290$245.4K0.21%+15,290New
First PREMIER Bank15,288$246.0K0.06%00.0%Unchanged
Sym Financial Corp15,341$246.2K0.03%00.0%Unchanged
Douglass Winthrop Advisors, LLC15,350$246.4K0.00%00.0%Unchanged
Vivaldi Asset Management, LLC15,483$248.5K0.02%−12,747−45.2%Reduced
McIntyre Freedman & Flynn Investment Advisers Inc15,490$248.6K0.18%00.0%Unchanged
Westwood Wealth Management15,500$248.8K0.10%+500+3.3%Added
Regent Peak Wealth Advisors LLC15,540$249.4K0.06%00.0%Unchanged
Conservest Capital Advisors, Inc.15,912$250.3K0.03%00.0%Unchanged
Whalerock Point Partners, LLC15,600$250.4K0.06%+1,000+6.8%Added
Peapack Gladstone Financial Corp15,675$251.0K0.00%+1,000+6.8%Added
KG&L Capital Management,LLC15,725$252.4K0.08%+175+1.1%Added
Human Investing LLC15,755$252.9K0.05%+15,755New
L.M. Kohn & Company15,763$253.0K0.06%+69+0.4%Added
Marble Harbor Investment Counsel, LLC15,800$253.6K0.03%+15,800New
Parallel Advisors, LLC15,864$254.6K0.01%+3,170+25.0%Added
Prossimo Advisors, LLC15,976$256.0K0.19%−1,660−9.4%Reduced
Mather Group, LLC.15,996$256.7K0.00%−28,522−64.1%Reduced
Consilium Wealth Advisory, LLC16,000$256.8K0.14%00.0%Unchanged
Tyche Wealth Partners LLC16,014$257.0K0.06%−10,127−38.7%Reduced
Sittner & Nelson, LLC16,100$258.4K0.12%+12,500+347.2%Added
Granite Group Advisors, LLC16,223$260.4K0.17%00.0%Unchanged
Financial Advocates Investment Management16,229$260.5K0.01%−744−4.4%Reduced
Executive Wealth Management, LLC16,362$262.6K0.02%+16,362New
Professional Financial Advisors, LLC16,401$263.2K0.07%00.0%Unchanged
Private Client Services, LLC16,404$263.3K0.14%+11+0.1%Added
Novare Capital Management LLC16,433$263.8K0.02%00.0%Unchanged
Mayflower Financial Advisors, LLC16,436$263.8K0.04%00.0%Unchanged
Future Financial Wealth Managment LLC16,449$264.0K0.19%+104+0.6%Added
Sound Income Strategies, LLC16,532$265.3K0.02%+466+2.9%Added
GDS Wealth Management16,560$265.8K0.03%00.0%Unchanged
AlphaStar Capital Management, LLC16,699$268.0K0.02%+1,168+7.5%Added
Almanack Investment Partners, LLC.16,768$269.1K0.04%+16,768New
Kavar Capital Partners Group, LLC16,900$271.2K0.04%00.0%Unchanged
Ironwood Investment Counsel, LLC16,949$272.0K0.05%+2,404+16.5%Added
Saxony Capital Management, LLC16,964$272.3K0.25%−543−3.1%Reduced
Leisure Capital Management17,000$272.9K0.12%00.0%Unchanged
Register Financial Advisors LLC17,034$273.4K0.14%+41+0.2%Added
EverSource Wealth Advisors, LLC17,041$273.5K0.02%+1,014+6.3%Added
Southland Equity Partners LLC17,064$273.9K0.07%+1,152+7.2%Added
Retirement Investment Advisors, Inc.17,072$274.0K0.03%00.0%Unchanged
SkyOak Wealth, LLC17,090$274.3K0.06%+1,500+9.6%Added
Van Hulzen Asset Management, LLC17,120$275.0K0.02%00.0%Unchanged
Helen Stephens Group, LLC17,252$276.9K0.08%+598+3.6%Added
HTLF Bank17,415$279.5K0.03%−1,000−5.4%Reduced
RiverTree Advisors, LLC17,500$280.9K0.19%00.0%Unchanged
Capasso Planning Partners LLC17,500$280.9K0.08%00.0%Unchanged
Axxcess Wealth Management, LLC17,536$281.5K0.01%+256+1.5%Added
Invst, LLC17,647$283.2K0.03%00.0%Unchanged
Highlander Partners, L.P.17,080$286.4K0.17%00.0%Unchanged
RiverGlades Family Offices LLC17,850$286.5K0.21%00.0%Unchanged
Verity & Verity, LLC17,878$286.9K0.03%−6,100−25.4%Reduced
United Advisor Group, LLC18,006$289.0K0.07%+300+1.7%Added
Cadent Capital Advisors, LLC18,047$289.6K0.10%+489+2.8%Added
White Pine Capital LLC18,075$290.1K0.10%−21,000−53.7%Reduced
Financial Counselors Inc18,154$291.4K0.00%−300−1.6%Reduced
Grey Fox Wealth Advisors, LLC18,185$291.9K0.08%+129+0.7%Added
Foster Victor Wealth Advisors, LLC18,007$293.0K0.02%+27+0.2%Added
Smithbridge Asset Management Inc18,349$294.5K0.05%+224+1.2%Added
Opus Capital Group, LLC18,399$295.0K0.04%00.0%Unchanged
Legacy Financial Strategies, LLC18,391$295.2K0.07%00.0%Unchanged
Caldwell Sutter Capital, Inc.18,511$297.1K0.14%+590+3.3%Added
Fortitude Advisory Group L.L.C.18,539$297.6K0.19%+1,630+9.6%Added
Salvus Wealth Management, LLC18,617$298.8K0.18%+80.0%Added
Strategy Asset Managers LLC18,627$299.0K0.06%+18,627New
Ingalls & Snyder LLC18,647$299.0K0.01%00.0%Unchanged
Am Investment Strategies LLC18,753$301.0K0.07%+276+1.5%Added
BCJ Capital Management, LLC18,861$302.7K0.02%−90.0%Reduced
Natixis Advisors, L.P.18,850$303.0K0.00%−7,013−27.1%Reduced
Tranquility Partners, LLC18,902$303.4K0.11%+351+1.9%Added
Old North State Trust, LLC18,946$304.0K0.25%00.0%Unchanged
Centaurus Financial, Inc.18,995$305.0K0.02%−20,746−52.2%Reduced
Quadcap Wealth Management, LLC19,055$305.8K0.05%+1,203+6.7%Added
Westover Capital Advisors, LLC19,200$308.2K0.06%00.0%Unchanged
Kennedy Investment Group19,308$309.9K0.14%+366+1.9%Added
Total Clarity Wealth Management, Inc.19,465$312.4K0.10%+132+0.7%Added
Yarger Wealth Strategies, LLC19,503$313.0K0.17%+509+2.7%Added
Aire Advisors, LLC19,623$314.9K0.07%−215−1.1%Reduced
Harmony Asset Management LLC19,697$316.1K0.12%+1,942+10.9%Added
Van Cleef Asset Management,Inc19,710$316.3K0.04%−1,475−7.0%Reduced
Resources Investment Advisors, LLC.19,793$317.7K0.00%−8,102−29.0%Reduced
Mattern Capital Management, LLC19,897$319.3K0.04%00.0%Unchanged
Cypress Capital Management LLC (WY)19,900$319.4K0.35%+1,000+5.3%Added
Atria Investments LLC19,909$319.5K0.00%−5,396−21.3%Reduced
West Michigan Advisors, LLC19,917$319.7K0.10%−38,000−65.6%Reduced
EJF Capital LLC20,000$321.0K0.21%−10,000−33.3%Reduced
Matrix Private Capital Group LLC20,043$321.7K0.19%00.0%Unchanged
Prevail Innovative Wealth Advisors, LLC20,154$323.5K0.10%−260,623−92.8%Reduced
David Loasby19,900$324.6K0.03%+238+1.2%Added
Aldebaran Financial Inc.20,225$324.6K0.38%00.0%Unchanged
Sage Capital Management, LLC20,250$325.0K0.16%+251+1.3%Added
Laidlaw Wealth Management LLC20,300$325.8K0.16%−600−2.9%Reduced
Ethos Financial Group, LLC20,318$326.0K0.05%+3,005+17.4%Added
Act Wealth Management, LLC20,540$329.7K0.15%00.0%Unchanged
Edgemoor Investment Advisors, Inc.20,620$331.0K0.03%+480+2.4%Added
49 Wealth Management, LLC20,799$333.8K0.05%+20,799New
SCP Investment, LP20,800$333.8K0.24%−10,000−32.5%Reduced
Affinity Wealth Management LLC21,000$337.1K0.06%−1,570−7.0%Reduced