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 |
|---|---|---|---|---|---|
| Fiduciary Group LLC | 40,278 | $646.5K | 0.07% | +5,220+14.9% | Added |
| Pinnacle Associates Ltd | 46,642 | $643.7K | 0.01% | +8,117+21.1% | Added |
| Fisher Asset Management, LLC | 40,075 | $643.2K | 0.00% | −2,215−5.2% | Reduced |
| 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 |
| MONECO Advisors, LLC | 39,947 | $641.2K | 0.08% | +1,482+3.9% | Added |
| AlphaQ Advisors LLC | 39,776 | $638.4K | 1.78% | +762+2.0% | Added |
| Mattern Wealth Management LLC | 39,688 | $637.0K | 0.14% | +3,700+10.3% | Added |
| WealthTrust Axiom LLC | 39,432 | $632.9K | 0.19% | +17,755+81.9% | Added |
| Stratos Wealth Advisors, LLC | 39,320 | $631.1K | 0.03% | +1,160+3.0% | Added |
| Guyasuta Investment Advisors Inc | 39,102 | $627.6K | 0.04% | +3,962+11.3% | Added |
| Zimmermann Investment Management & Planning LLC | 38,973 | $625.5K | 0.19% | +11,073+39.7% | Added |
| NorthRock Partners, LLC | 38,524 | $618.3K | 0.02% | +38,524 | New |
| Hardy Reed LLC | 38,420 | $616.6K | 0.06% | 00.0% | Unchanged |
| JustInvest LLC | 38,355 | $615.6K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 38,136 | $612.1K | 0.04% | +360+1.0% | Added |
| FineMark National Bank & Trust | 38,115 | $611.7K | 0.02% | +612+1.6% | Added |
| Level Four Advisory Services, LLC | 37,062 | $610.8K | 0.03% | +2,803+8.2% | Added |
| XML Financial, LLC | 37,647 | $604.2K | 0.06% | +1,906+5.3% | Added |
| Leo Wealth, LLC | 37,575 | $603.1K | 0.06% | +24,944+197.5% | Added |
| Perigon Wealth Management, LLC | 37,534 | $602.4K | 0.02% | +3,068+8.9% | Added |
| MSH Capital Advisors LLC | 37,516 | $602.1K | 0.18% | +5,770+18.2% | Added |
| LaSalle St. Investment Advisors, LLC | 37,490 | $601.0K | 0.24% | −13,669−26.7% | Reduced |
| Noesis Capital Mangement Corp | 37,281 | $598.4K | 0.12% | −165−0.4% | Reduced |
| Hilltop Wealth Advisors, LLC | 37,180 | $596.7K | 0.28% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 36,940 | $592.9K | 0.07% | +4,010+12.2% | Added |
| Invenio Wealth Partners LLC | 36,716 | $589.3K | 0.25% | −5,500−13.0% | Reduced |
| WT Wealth Management | 35,772 | $587.0K | 0.19% | −80.0% | Reduced |
| Wesbanco Bank Inc | 36,521 | $586.2K | 0.02% | +12,000+48.9% | Added |
| Empirical Asset Management, LLC | 36,435 | $584.8K | 0.21% | −82−0.2% | Reduced |
| Rehmann Capital Advisory Group | 36,138 | $580.0K | 0.04% | +184+0.5% | Added |
| Moloney Securities Asset Management, LLC | 36,052 | $578.6K | 0.08% | +122+0.3% | Added |
| Flagship Harbor Advisors, LLC | 35,764 | $574.0K | 0.03% | +2,352+7.0% | Added |
| Black Swift Group, LLC | 35,714 | $573.2K | 0.13% | +16,750+88.3% | Added |
| Axiom Advisory, LLC | 35,466 | $570.5K | 0.01% | +1,248+3.6% | Added |
| Whitener Capital Management, Inc. | 35,433 | $568.7K | 0.16% | +10,775+43.7% | Added |
| Buckingham Strategic Partners | 35,416 | $568.4K | 0.01% | +23,239+190.8% | Added |
| KPP Advisory Services LLC | 35,356 | $567.5K | 0.14% | −968−2.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 35,274 | $566.2K | 0.08% | +1,361+4.0% | Added |
| Summit Trail Advisors, LLC | 35,020 | $562.1K | 0.01% | −3,094−8.1% | Reduced |
| Diligent Investors, LLC | 34,814 | $558.8K | 0.13% | +316+0.9% | Added |
| Archford Capital Strategies, LLC | 33,465 | $553.8K | 0.08% | 00.0% | Unchanged |
| Veracity Capital LLC | 34,255 | $549.8K | 0.21% | +680+2.0% | Added |
| Visionary Wealth Advisors | 34,172 | $548.5K | 0.03% | −397−1.1% | Reduced |
| Delos Wealth Advisors, LLC | 34,078 | $547.0K | 0.48% | +554+1.7% | Added |
| Gould Asset Management LLC | 34,056 | $546.6K | 0.12% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 34,053 | $546.0K | 0.05% | −6,354−15.7% | Reduced |
| Asio Capital, LLC | 34,000 | $545.7K | 0.10% | −500−1.4% | Reduced |
| Caitlin John, LLC | 31,815 | $544.0K | 0.35% | +30,565+2,445.2% | Added |
| Allworth Financial LP | 33,880 | $543.8K | 0.00% | +3,540+11.7% | Added |
| Lakeview Capital Partners, LLC | 33,841 | $543.2K | 0.09% | +1,143+3.5% | Added |
| Stonegate Investment Group, LLC | 33,838 | $543.1K | 0.01% | +509+1.5% | Added |
| Naples Global Advisors, LLC | 33,800 | $542.5K | 0.05% | +100+0.3% | Added |
| Farther Finance Advisors, LLC | 33,544 | $538.4K | 0.02% | +31,854+1,884.9% | Added |
| Doliver Advisors, LP | 33,487 | $537.5K | 0.15% | −1,200−3.5% | Reduced |
| Levin Capital Strategies, L.P. | 33,401 | $536.1K | 0.05% | +5,801+21.0% | Added |
| Parkside Financial Bank & Trust | 33,333 | $535.0K | 0.07% | +10,378+45.2% | Added |
| Camelot Portfolios, LLC | 33,272 | $534.0K | 0.53% | −1,744−5.0% | Reduced |
| Advus Financial Partners, LLC | 33,192 | $532.7K | 0.15% | +1,853+5.9% | Added |
| LongView Wealth Management | 33,111 | $531.4K | 0.17% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 32,887 | $527.8K | 0.01% | +5,024+18.0% | Added |
| Atomi Financial Group, Inc. | 32,840 | $527.1K | 0.03% | +3,472+11.8% | Added |
| Security National Bank of Sioux City Iowa | 32,825 | $526.8K | 0.32% | −500−1.5% | Reduced |
| Hilton Capital Management, LLC | 32,755 | $525.7K | 0.04% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 32,661 | $524.2K | 0.04% | +429+1.3% | Added |
| Chicago Capital, LLC | 32,561 | $522.6K | 0.01% | +1,331+4.3% | Added |
| Fidelis Capital Partners, LLC | 31,858 | $521.8K | 0.06% | +709+2.3% | Added |
| Romano Brothers and Company | 32,482 | $521.3K | 0.06% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 32,479 | $521.3K | 0.07% | −926−2.8% | Reduced |
| Brave Asset Management Inc | 32,178 | $516.5K | 0.13% | +100+0.3% | Added |
| Fulton Bank, N.A. | 32,172 | $516.4K | 0.02% | +6,735+26.5% | Added |
| WR Wealth Planners, LLC | 32,133 | $515.7K | 0.14% | +520+1.6% | Added |
| Horan Securities, Inc. | 31,988 | $513.4K | 0.20% | +984+3.2% | Added |
| Fortis Capital Management LLC | 31,956 | $512.9K | 0.10% | +634+2.0% | Added |
| Calton & Associates, Inc. | 31,943 | $512.7K | 0.20% | +31,943 | New |
| American Institute for Advanced Investment Management, LLP | 31,802 | $510.4K | 0.37% | +2,961+10.3% | Added |
| Aveo Capital Partners, LLC | 31,787 | $510.2K | 0.05% | −5,500−14.8% | Reduced |
| Prairie Wealth Advisors, Inc. | 31,750 | $509.6K | 0.25% | +3,750+13.4% | Added |
| Conning Inc. | 31,667 | $508.3K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 31,611 | $507.4K | 0.05% | +176+0.6% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 31,231 | $501.3K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 31,238 | $501.0K | 0.00% | +31,238 | New |
| Asset Allocation Strategies LLC | 30,918 | $496.2K | 0.14% | +1,525+5.2% | Added |
| Full Sail Capital, LLC | 30,875 | $495.5K | 0.03% | 00.0% | Unchanged |
| SFMG, LLC | 30,814 | $494.6K | 0.04% | +42+0.1% | Added |
| Insigneo Advisory Services, LLC | 30,726 | $493.2K | 0.05% | −1,493−4.6% | Reduced |
| Principal Street Partners, LLC | 30,319 | $490.9K | 0.08% | −3,931−11.5% | Reduced |
| Fortis Group Advisors, LLC | 30,383 | $487.6K | 0.09% | +1,452+5.0% | Added |
| Waterloo Capital, L.P. | 30,259 | $485.7K | 0.05% | −10,713−26.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 30,229 | $485.2K | 0.01% | +373+1.2% | Added |
| King Wealth | 30,227 | $485.0K | 0.08% | +140.0% | Added |
| Aspen Grove Capital, LLC | 30,001 | $481.5K | 0.11% | 00.0% | Unchanged |
| 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% | – | – |
| Savant Capital, LLC | 29,062 | $466.4K | 0.00% | +11,543+65.9% | Added |
| Pettinga Financial Advisors, LLC | 29,032 | $466.0K | 0.11% | +500+1.8% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 29,016 | $465.7K | 0.07% | +29,016 | New |
| Adviser Investments LLC | 28,835 | $462.8K | 0.01% | −10,014−25.8% | Reduced |