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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 127,341 | $2.04M | 0.01% | +536+0.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 126,944 | $2.03M | 0.04% | +94,933+296.6% | Added |
| Geode Capital Management, LLC | 126,331 | $2.03M | 0.00% | +5,127+4.2% | Added |
| FORA Capital, LLC | 124,885 | $2.00M | 0.24% | +124,885 | New |
| Forum Financial Management, LP | 123,597 | $1.98M | 0.03% | +1,035+0.8% | Added |
| Bramshill Investments, LLC | 122,471 | $1.97M | 0.22% | +125+0.1% | Added |
| Kercheville Advisors, LLC | 121,900 | $1.96M | 0.83% | −10,000−7.6% | Reduced |
| Harbour Investments, Inc. | 119,523 | $1.92M | 0.06% | +1,066+0.9% | Added |
| Avidian Wealth Solutions, LLC | 118,891 | $1.91M | 0.09% | +10,465+9.7% | Added |
| Quantum Private Wealth, LLC | 116,627 | $1.87M | 0.63% | −238−0.2% | Reduced |
| Kirr Marbach & Co LLC | 116,219 | $1.87M | 0.42% | 00.0% | Unchanged |
| New Republic Capital, LLC | 115,973 | $1.86M | 1.07% | 00.0% | Unchanged |
| Pingora Partners LLC | 113,656 | $1.82M | 1.29% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 113,346 | $1.82M | 0.10% | −66−0.1% | Reduced |
| Transcend Wealth Collective, LLC | 110,780 | $1.78M | 0.12% | +18,878+20.5% | Added |
| MML Investors Services, LLC | 109,984 | $1.76M | 0.01% | +2,620+2.4% | Added |
| Chiron Capital Management, LLC | 109,406 | $1.76M | 1.55% | −3,594−3.2% | Reduced |
| Equitable Holdings, Inc. | 109,330 | $1.75M | 0.02% | +14,653+15.5% | Added |
| Jacobi Capital Management LLC | 108,925 | $1.75M | 0.13% | −4,646−4.1% | Reduced |
| Raymond James Trust N.A. | 108,696 | $1.74M | 0.04% | −1,755−1.6% | Reduced |
| Intrua Financial, LLC | 108,530 | $1.74M | 0.28% | +1,282+1.2% | Added |
| Davenport & Co LLC | 107,668 | $1.73M | 0.01% | −2,018−1.8% | Reduced |
| Silverlake Wealth Management LLC | 107,626 | $1.73M | 0.66% | +6,337+6.3% | Added |
| Meridian Wealth Management, LLC | 107,527 | $1.73M | 0.08% | −1,594−1.5% | Reduced |
| Bourgeon Capital Management LLC | 107,495 | $1.73M | 0.33% | −156,032−59.2% | Reduced |
| Chapin Davis, Inc. | 107,463 | $1.72M | 0.56% | +260.0% | Added |
| Intellectus Partners, LLC | 107,322 | $1.72M | 0.44% | +92+0.1% | Added |
| Sonora Investment Management Group, LLC | 106,725 | $1.71M | 0.13% | +22,183+26.2% | Added |
| Millennium Capital Advisors, LLC | 105,913 | $1.70M | 1.11% | +1,815+1.7% | Added |
| SEI Investments Co | 105,452 | $1.69M | 0.00% | +59,389+128.9% | Added |
| IFG Advisory, LLC | 104,306 | $1.67M | 0.11% | +16,380+18.6% | Added |
| Clarkston Capital Partners, LLC | 103,840 | $1.67M | 0.03% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 103,516 | $1.66M | 0.15% | +329+0.3% | Added |
| TCW Group Inc | 103,400 | $1.66M | 0.01% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 103,390 | $1.66M | 0.77% | 00.0% | Unchanged |
| Bank of Montreal | 102,172 | $1.64M | 0.00% | +3,830+3.9% | Added |
| Haverford Trust Co | 102,176 | $1.64M | 0.02% | +675+0.7% | Added |
| Green Square Capital Advisors LLC | 101,986 | $1.64M | 0.23% | −846−0.8% | Reduced |
| Toroso Investments, LLC | 101,738 | $1.63M | 0.02% | +1,248+1.2% | Added |
| Independent Financial Group, LLC | 100,729 | $1.62M | 0.06% | +30,079+42.6% | Added |
| Spire Wealth Management | 100,638 | $1.62M | 0.05% | +6,536+6.9% | Added |
| Taconic Capital Advisors LP | 100,000 | $1.60M | 0.14% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 99,594 | $1.60M | 0.28% | −200−0.2% | Reduced |
| Ellsworth Advisors, LLC | 99,532 | $1.60M | 0.41% | +13,520+15.7% | Added |
| Griffin Asset Management, Inc. | 99,221 | $1.59M | 0.18% | +1,008+1.0% | Added |
| LexAurum Advisors, LLC | 98,716 | $1.58M | 0.35% | +30.0% | Added |
| CWM, LLC | 98,436 | $1.58M | 0.01% | +37,136+60.6% | Added |
| True North Advisors, LLC | 98,217 | $1.58M | 0.41% | −74,461−43.1% | Reduced |
| Integrated Advisors Network LLC | 98,146 | $1.58M | 0.08% | +60,805+162.8% | Added |
| Kestra Advisory Services, LLC | 96,933 | $1.56M | 0.01% | −557,052−85.2% | Reduced |
| Concurrent Investment Advisors, LLC | 96,103 | $1.54M | 0.05% | +20,063+26.4% | Added |
| Edge Capital Group, LLC | 95,950 | $1.54M | 0.07% | −318−0.3% | Reduced |
| Quadrant Capital Group LLC | 94,962 | $1.52M | 0.11% | +1,144+1.2% | Added |
| Gamco Investors, Inc. Et Al | 94,400 | $1.52M | 0.02% | +5,400+6.1% | Added |
| Rollins Financial Advisors, LLC | 94,144 | $1.51M | 0.25% | +25,996+38.1% | Added |
| Wedbush Securities Inc | 93,843 | $1.51M | 0.06% | +5,901+6.7% | Added |
| Kingswood Wealth Advisors, LLC | 93,752 | $1.51M | 0.11% | +30,431+48.1% | Added |
| Alpine Woods Capital Investors, LLC | 86,000 | $1.48M | 0.26% | −75,000−46.6% | Reduced |
| Cascade Investment Group, Inc. | 92,161 | $1.48M | 1.08% | −675−0.7% | Reduced |
| VELA Investment Management, LLC | 90,407 | $1.45M | 0.50% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 89,993 | $1.44M | 0.05% | +504+0.6% | Added |
| Snowden Capital Advisors LLC | 89,604 | $1.44M | 0.04% | +2,096+2.4% | Added |
| Gsa Capital Partners LLP | 89,357 | $1.43M | 0.11% | +33,342+59.5% | Added |
| Gladstone Institutional Advisory LLC | 88,351 | $1.42M | 0.07% | +44,338+100.7% | Added |
| Belpointe Asset Management LLC | 87,974 | $1.41M | 0.08% | +10,281+13.2% | Added |
| AE Wealth Management LLC | 86,608 | $1.39M | 0.01% | −2,624−2.9% | Reduced |
| Albert D Mason Inc | 86,160 | $1.38M | 0.89% | +968+1.1% | Added |
| Synovus Financial Corp | 84,530 | $1.36M | 0.02% | +34,749+69.8% | Added |
| Summit Financial Strategies, Inc. | 84,007 | $1.35M | 0.15% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 83,824 | $1.35M | 0.06% | −1,697−2.0% | Reduced |
| Personal Cfo Solutions, LLC | 83,765 | $1.34M | 0.19% | +10,013+13.6% | Added |
| Penbrook Management LLC | 83,742 | $1.34M | 0.87% | −3,754−4.3% | Reduced |
| SpiderRock Advisors, LLC | 83,042 | $1.33M | 0.03% | +508+0.6% | Added |
| Chase Investment Counsel Corp | 82,285 | $1.32M | 0.44% | +31,246+61.2% | Added |
| StoneX Group Inc. | 81,090 | $1.30M | 0.09% | +1,348+1.7% | Added |
| Baugh & Associates, LLC | 85,496 | $1.29M | 0.66% | +6,799+8.6% | Added |
| Foundations Investment Advisors, LLC | 80,382 | $1.29M | 0.03% | −1,354−1.7% | Reduced |
| Founders Financial Securities LLC | 80,100 | $1.29M | 0.12% | −3,721−4.4% | Reduced |
| Wall Street Access Asset Management, LLC | 80,000 | $1.28M | 0.49% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 79,597 | $1.28M | 0.18% | +9,065+12.9% | Added |
| Pensionmark Financial Group, LLC | 78,806 | $1.26M | 0.04% | +3,485+4.6% | Added |
| Ameritas Advisory Services, LLC | 78,783 | $1.26M | 0.05% | −1,000−1.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 78,264 | $1.26M | 0.02% | +4,455+6.0% | Added |
| F/M Investments LLC | 77,933 | $1.25M | 0.04% | 00.0% | Unchanged |
| McAdam, LLC | 77,595 | $1.25M | 0.07% | −401−0.5% | Reduced |
| David R. Rahn & Associates Inc. | 77,560 | $1.24M | 0.38% | +439+0.6% | Added |
| Legacy Advisors, LLC | 76,538 | $1.23M | 0.13% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 75,597 | $1.21M | 0.02% | +7,190+10.5% | Added |
| Formidable Asset Management, LLC | 75,393 | $1.21M | 0.19% | −2,932−3.7% | Reduced |
| Fidelity D & D Bancorp Inc | 75,204 | $1.21M | 0.80% | +75,204 | New |
| Campbell Capital Management Inc | 74,000 | $1.19M | 0.47% | +41,000+124.2% | Added |
| Custom Index Systems, LLC | 73,184 | $1.17M | 0.64% | −18,557−20.2% | Reduced |
| Stablepoint Partners, LLC | 72,674 | $1.17M | 0.21% | +500+0.7% | Added |
| Addis & Hill, Inc | 72,653 | $1.17M | 0.89% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 71,198 | $1.14M | 0.19% | −4,520−6.0% | Reduced |
| Linscomb & Williams, Inc. | 70,973 | $1.14M | 0.06% | +370+0.5% | Added |
| Western Wealth Management, LLC | 70,120 | $1.13M | 0.06% | +778+1.1% | Added |
| Stokes Family Office, LLC | 69,530 | $1.12M | 0.12% | 00.0% | Unchanged |
| Group One Trading, L.P. | 69,144 | $1.11M | 0.04% | −478,170−87.4% | Reduced |
| One Charles Private Wealth Services, LLC | 69,127 | $1.11M | 0.42% | +49,127+245.6% | Added |