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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 29,016 | $465.7K | 0.07% | +29,016 | New |
| Pettinga Financial Advisors, LLC | 29,032 | $466.0K | 0.11% | +500+1.8% | Added |
| Savant Capital, LLC | 29,062 | $466.4K | 0.00% | +11,543+65.9% | Added |
| Warther Private Wealth, LLC | 30,000 | $481.5K | 0.17% | −2,000−6.3% | Reduced |
| JBF Capital, Inc. | 30,000 | $481.5K | 0.07% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 30,000 | $481.5K | 0.13% | 00.0% | Unchanged |
| Rossmore Private Capital | 30,000 | $481.5K | 0.06% | – | – |
| Aspen Grove Capital, LLC | 30,001 | $481.5K | 0.11% | 00.0% | Unchanged |
| King Wealth | 30,227 | $485.0K | 0.08% | +140.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 30,229 | $485.2K | 0.01% | +373+1.2% | Added |
| Waterloo Capital, L.P. | 30,259 | $485.7K | 0.05% | −10,713−26.1% | Reduced |
| Fortis Group Advisors, LLC | 30,383 | $487.6K | 0.09% | +1,452+5.0% | Added |
| Principal Street Partners, LLC | 30,319 | $490.9K | 0.08% | −3,931−11.5% | Reduced |
| Insigneo Advisory Services, LLC | 30,726 | $493.2K | 0.05% | −1,493−4.6% | Reduced |
| SFMG, LLC | 30,814 | $494.6K | 0.04% | +42+0.1% | Added |
| Full Sail Capital, LLC | 30,875 | $495.5K | 0.03% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 30,918 | $496.2K | 0.14% | +1,525+5.2% | Added |
| Acadian Asset Management LLC | 31,238 | $501.0K | 0.00% | +31,238 | New |
| Cliftonlarsonallen Wealth Advisors, LLC | 31,231 | $501.3K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 31,611 | $507.4K | 0.05% | +176+0.6% | Added |
| Conning Inc. | 31,667 | $508.3K | 0.02% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 31,750 | $509.6K | 0.25% | +3,750+13.4% | Added |
| Aveo Capital Partners, LLC | 31,787 | $510.2K | 0.05% | −5,500−14.8% | Reduced |
| American Institute for Advanced Investment Management, LLP | 31,802 | $510.4K | 0.37% | +2,961+10.3% | Added |
| Calton & Associates, Inc. | 31,943 | $512.7K | 0.20% | +31,943 | New |
| Fortis Capital Management LLC | 31,956 | $512.9K | 0.10% | +634+2.0% | Added |
| Horan Securities, Inc. | 31,988 | $513.4K | 0.20% | +984+3.2% | Added |
| WR Wealth Planners, LLC | 32,133 | $515.7K | 0.14% | +520+1.6% | Added |
| Fulton Bank, N.A. | 32,172 | $516.4K | 0.02% | +6,735+26.5% | Added |
| Brave Asset Management Inc | 32,178 | $516.5K | 0.13% | +100+0.3% | Added |
| GPS Wealth Strategies Group, LLC | 32,479 | $521.3K | 0.07% | −926−2.8% | Reduced |
| Romano Brothers and Company | 32,482 | $521.3K | 0.06% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 31,858 | $521.8K | 0.06% | +709+2.3% | Added |
| Chicago Capital, LLC | 32,561 | $522.6K | 0.01% | +1,331+4.3% | Added |
| Financial Advisory Service, Inc. | 32,661 | $524.2K | 0.04% | +429+1.3% | Added |
| Hilton Capital Management, LLC | 32,755 | $525.7K | 0.04% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 32,825 | $526.8K | 0.32% | −500−1.5% | Reduced |
| Atomi Financial Group, Inc. | 32,840 | $527.1K | 0.03% | +3,472+11.8% | Added |
| Merit Financial Group, LLC | 32,887 | $527.8K | 0.01% | +5,024+18.0% | Added |
| LongView Wealth Management | 33,111 | $531.4K | 0.17% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 33,192 | $532.7K | 0.15% | +1,853+5.9% | Added |
| Camelot Portfolios, LLC | 33,272 | $534.0K | 0.53% | −1,744−5.0% | Reduced |
| Parkside Financial Bank & Trust | 33,333 | $535.0K | 0.07% | +10,378+45.2% | Added |
| Levin Capital Strategies, L.P. | 33,401 | $536.1K | 0.05% | +5,801+21.0% | Added |
| Doliver Advisors, LP | 33,487 | $537.5K | 0.15% | −1,200−3.5% | Reduced |
| Farther Finance Advisors, LLC | 33,544 | $538.4K | 0.02% | +31,854+1,884.9% | Added |
| Naples Global Advisors, LLC | 33,800 | $542.5K | 0.05% | +100+0.3% | Added |
| Stonegate Investment Group, LLC | 33,838 | $543.1K | 0.01% | +509+1.5% | Added |
| Lakeview Capital Partners, LLC | 33,841 | $543.2K | 0.09% | +1,143+3.5% | Added |
| Allworth Financial LP | 33,880 | $543.8K | 0.00% | +3,540+11.7% | Added |
| Caitlin John, LLC | 31,815 | $544.0K | 0.35% | +30,565+2,445.2% | Added |
| Asio Capital, LLC | 34,000 | $545.7K | 0.10% | −500−1.4% | Reduced |
| Arete Wealth Advisors, LLC | 34,053 | $546.0K | 0.05% | −6,354−15.7% | Reduced |
| Gould Asset Management LLC | 34,056 | $546.6K | 0.12% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 34,078 | $547.0K | 0.48% | +554+1.7% | Added |
| Visionary Wealth Advisors | 34,172 | $548.5K | 0.03% | −397−1.1% | Reduced |
| Veracity Capital LLC | 34,255 | $549.8K | 0.21% | +680+2.0% | Added |
| Archford Capital Strategies, LLC | 33,465 | $553.8K | 0.08% | 00.0% | Unchanged |
| Diligent Investors, LLC | 34,814 | $558.8K | 0.13% | +316+0.9% | Added |
| Summit Trail Advisors, LLC | 35,020 | $562.1K | 0.01% | −3,094−8.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 35,274 | $566.2K | 0.08% | +1,361+4.0% | Added |
| KPP Advisory Services LLC | 35,356 | $567.5K | 0.14% | −968−2.7% | Reduced |
| Buckingham Strategic Partners | 35,416 | $568.4K | 0.01% | +23,239+190.8% | Added |
| Whitener Capital Management, Inc. | 35,433 | $568.7K | 0.16% | +10,775+43.7% | Added |
| Axiom Advisory, LLC | 35,466 | $570.5K | 0.01% | +1,248+3.6% | Added |
| Black Swift Group, LLC | 35,714 | $573.2K | 0.13% | +16,750+88.3% | Added |
| Flagship Harbor Advisors, LLC | 35,764 | $574.0K | 0.03% | +2,352+7.0% | Added |
| Moloney Securities Asset Management, LLC | 36,052 | $578.6K | 0.08% | +122+0.3% | Added |
| Rehmann Capital Advisory Group | 36,138 | $580.0K | 0.04% | +184+0.5% | Added |
| Empirical Asset Management, LLC | 36,435 | $584.8K | 0.21% | −82−0.2% | Reduced |
| Wesbanco Bank Inc | 36,521 | $586.2K | 0.02% | +12,000+48.9% | Added |
| WT Wealth Management | 35,772 | $587.0K | 0.19% | −80.0% | Reduced |
| Invenio Wealth Partners LLC | 36,716 | $589.3K | 0.25% | −5,500−13.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 36,940 | $592.9K | 0.07% | +4,010+12.2% | Added |
| Hilltop Wealth Advisors, LLC | 37,180 | $596.7K | 0.28% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 37,281 | $598.4K | 0.12% | −165−0.4% | Reduced |
| LaSalle St. Investment Advisors, LLC | 37,490 | $601.0K | 0.24% | −13,669−26.7% | Reduced |
| MSH Capital Advisors LLC | 37,516 | $602.1K | 0.18% | +5,770+18.2% | Added |
| Perigon Wealth Management, LLC | 37,534 | $602.4K | 0.02% | +3,068+8.9% | Added |
| Leo Wealth, LLC | 37,575 | $603.1K | 0.06% | +24,944+197.5% | Added |
| XML Financial, LLC | 37,647 | $604.2K | 0.06% | +1,906+5.3% | Added |
| Level Four Advisory Services, LLC | 37,062 | $610.8K | 0.03% | +2,803+8.2% | Added |
| FineMark National Bank & Trust | 38,115 | $611.7K | 0.02% | +612+1.6% | Added |
| North Star Investment Management Corp. | 38,136 | $612.1K | 0.04% | +360+1.0% | Added |
| JustInvest LLC | 38,355 | $615.6K | 0.01% | 00.0% | Unchanged |
| Hardy Reed LLC | 38,420 | $616.6K | 0.06% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 38,524 | $618.3K | 0.02% | +38,524 | New |
| Zimmermann Investment Management & Planning LLC | 38,973 | $625.5K | 0.19% | +11,073+39.7% | Added |
| Guyasuta Investment Advisors Inc | 39,102 | $627.6K | 0.04% | +3,962+11.3% | Added |
| Stratos Wealth Advisors, LLC | 39,320 | $631.1K | 0.03% | +1,160+3.0% | Added |
| WealthTrust Axiom LLC | 39,432 | $632.9K | 0.19% | +17,755+81.9% | Added |
| Mattern Wealth Management LLC | 39,688 | $637.0K | 0.14% | +3,700+10.3% | Added |
| AlphaQ Advisors LLC | 39,776 | $638.4K | 1.78% | +762+2.0% | Added |
| MONECO Advisors, LLC | 39,947 | $641.2K | 0.08% | +1,482+3.9% | Added |
| Samjo Management, LLC | 40,000 | $642.0K | 0.22% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 40,000 | $642.0K | 0.32% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 40,075 | $643.2K | 0.00% | −2,215−5.2% | Reduced |
| Pinnacle Associates Ltd | 46,642 | $643.7K | 0.01% | +8,117+21.1% | Added |
| Fiduciary Group LLC | 40,278 | $646.5K | 0.07% | +5,220+14.9% | Added |
| Ausdal Financial Partners, Inc. | 40,304 | $646.9K | 0.07% | +1,578+4.1% | Added |