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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; 1,303 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

Q4 2024 vs. Q3 2024

How the institutions holding Energy Transfer LP changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of ET: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders1,099191,205+125
Shares1.14B7.41M1.15B+18.2M (+1.6%)
Value$18.1B$118.9M$22.4B+$4.41B (+24.5%)

19 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (181)

Institutions that held Energy Transfer LP at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 181 by value.

Institutions new to ET in Q4 2024
InstitutionSharesValue% of portfolio
Raymond James Financial Inc6,088,603$119.3M0.04%
Zurich Insurance Group Ltd4,038,442$79.1M0.65%
HSBC Holdings PLC2,563,415$50.2M0.03%
Toronto Dominion Bank2,472,000$48.4M0.09%
Susquehanna Fundamental Investments, LLC1,087,977$21.3M0.36%
Fairholme Capital Management LLC852,900$16.7M1.41%
Hartree Partners, LP821,000$16.1M5.99%
Charter Oak Advisors LP667,944$13.1M8.37%
Mercuria Capital Strategies, LLC650,000$12.7M4.78%
Militia Capital Partners, LP601,600$11.8M5.52%
Bowen Hanes & Co Inc550,000$10.8M0.29%
Corigliano Investment Advisers, LLC353,700$6.93M3.32%
Whittier Trust Co of Nevada Inc353,240$6.92M0.17%
Huntleigh Advisors, Inc.239,755$4.70M1.01%
Castalian Partners, LLC225,618$4.42M4.18%
Corps Capital Advisors, LLC189,152$3.71M3.76%
Texas Bank & Trust Co154,998$3.04M1.25%
IMC-Chicago, LLC140,504$2.75M0.08%
Sage Investment Counsel LLC137,075$2.69M3.50%
Greenland Capital Management LP115,000$2.25M0.45%
Cary Street Partners Financial LLC111,426$2.18M0.07%
Alpha Wealth Funds, LLC109,500$2.14M2.24%
Macquarie Group Ltd96,941$1.90M0.00%
Avos Capital Management, LLC89,840$1.84M1.49%
Intellus Advisors LLC91,891$1.80M0.31%
Uptown Financial Advisors LLC90,689$1.78M1.92%
Enhancing Capital LLC80,640$1.58M1.26%
Warm Springs Advisors Inc.75,000$1.47M1.36%
Manske Wealth Management72,968$1.43M0.57%
Fortress Private Ledger, LLC72,934$1.43M0.87%
Watts Gwilliam & Co., LLC66,532$1.30M0.27%
Connective Portfolio Management, LLC60,000$1.18M1.75%
LMG Wealth Partners, LLC59,878$1.17M0.26%
CAPROCK Group, Inc.57,128$1.12M0.04%
Transce3nd, LLC55,020$1.08M0.37%
Bulltick Wealth Management, LLC51,000$999.1K0.24%
one8zero8, LLC46,834$917.5K0.20%
Argyle Capital Partners, LLC46,074$902.6K0.77%
Meriwether Wealth & Planning, LLC44,166$865.2K0.62%
Aster Capital Management (DIFC) Ltd42,800$838.5K0.32%
Atalanta Sosnoff Capital, LLC40,000$783.6K0.02%
PYA Waltman Capital, LLC38,998$764.0K0.25%
Chung Wu Investment Group, LLC37,072$726.2K0.73%
Mallini Complete Financial Planning LLC36,066$706.5K0.67%
Wealthstar Advisors, LLC35,317$691.9K0.30%
Winebrenner Capital Management LLC34,833$682.4K0.53%
Consolidated Portfolio Review Corp34,361$673.1K0.11%
Banco BTG Pactual S.A.34,000$670.1K0.16%
Allspring Global Investments Holdings, LLC31,400$615.1K0.00%
Magnolia Capital Advisors LLC31,288$612.9K0.16%
Novem Group31,282$612.8K0.09%
Edmond de Rothschild Holding S.A.30,499$597.5K0.01%
Whipplewood Advisors, LLC29,691$581.6K0.33%
Spring Capital Management, LLC29,192$571.9K0.34%
Foguth Wealth Management, LLC.24,322$512.0K0.13%
Michels Family Financial, LLC25,638$502.3K0.46%
Helium Advisors LLC25,536$500.3K0.40%
Stillwater Wealth Management Group25,415$497.9K0.45%
Camden Capital, LLC24,740$484.7K0.05%
BIP Wealth, LLC23,905$468.3K0.03%
Boston Private Wealth LLC23,374$457.9K0.01%
Rossby Financial, LCC23,000$450.6K0.29%
Papamarkou Wellner Asset Management inc.22,108$433.1K0.30%
Nicholas Hoffman & Company, LLC.21,920$429.4K0.02%
Northwest Wealth Management, LLC21,586$422.9K0.09%
Heritage Trust Co21,040$412.2K0.05%
Breakwater Capital Group20,606$403.7K0.08%
Bedel Financial Consulting, Inc.18,433$383.2K0.05%
WMS Partners, LLC19,554$383.1K0.02%
Sagespring Wealth Partners, LLC19,442$380.9K0.01%
NWF Advisory Services Inc.19,155$375.2K0.05%
Sunbeam Capital Management, LLC18,845$369.2K0.34%
Fairvoy Private Wealth, LLC18,072$354.0K0.09%
Alpine Global Management, LLC18,000$352.6K0.10%
Rinkey Investments17,376$340.4K0.11%
CapWealth Advisors, LLC17,125$335.5K0.04%
Thompson David Blair16,682$326.8K0.24%
O'Brien Greene & Co. Inc16,268$318.7K0.10%
Potentia Wealth16,174$316.8K0.14%
GWN Securities Inc.14,915$314.0K0.08%
Curated Wealth Partners LLC15,600$305.6K0.03%
Kiker Wealth Management, LLC15,585$305.3K0.25%
Disciplined Investors, L.L.C.15,601$303.8K0.29%
Chancellor Financial Group WB LP15,467$303.0K0.24%
Symmetry Partners, LLC15,432$302.3K0.04%
Next Level Wealth Planning, LLC15,287$299.5K0.24%
Taylor & Morgan Wealth Management, LLC15,271$299.2K0.21%
M.E. Allison & Co., Inc.15,192$297.6K0.33%
Optima Capital LLC14,961$293.1K0.20%
American Money Management, LLC14,460$283.3K0.06%
Venturi Wealth Management, LLC14,109$276.4K0.01%
Real Talk Capital, LLC14,007$274.4K0.36%
Cyndeo Wealth Partners, LLC13,908$272.5K0.02%
AssuredPartners Investment Advisors, LLC13,861$271.5K0.05%
Armis Advisers, LLC13,646$267.3K0.03%
AQR Capital Management LLC12,923$253.2K0.00%
Madrona Financial Services, LLC12,810$251.0K0.07%
Greatmark Investment Partners, Inc.12,712$249.0K0.03%
Carnegie Capital Asset Management, LLC12,557$246.0K0.01%
Uniting Wealth Partners, LLC12,553$245.9K0.12%

Sold out (56)

Institutions that held Energy Transfer LP at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of ET in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Cowen and Company, LLC1,897,000$30.4M
GTS Securities LLC522,210$8.38M
DCF Advisers, LLC309,250$4.96M
Susquehanna Portfolio Strategies, LLC187,207$3.00M
RK Capital Management, LLC175,100$2.81M
Clear Street Derivatives LLC159,800$2.56M
GraniteShares Advisors LLC143,080$2.30M
True North Advisors, LLC98,217$1.58M
Group One Trading, L.P.69,144$1.11M
First Manhattan Co61,207$982.4K
Donoghue Forlines LLC56,248$902.8K
Nokomis Capital, L.L.C.53,279$855.1K
Highland Capital Management, LLC44,290$710.9K
Zimmermann Investment Management & Planning LLC38,973$625.5K
Calton & Associates, Inc.31,943$512.7K
Fullcircle Wealth LLC25,439$417.2K
Cooper Financial Group25,993$417.2K
Stokes Capital Advisors, LLC24,846$398.8K
CenterStar Asset Management, LLC24,098$386.7K
Atria Investments LLC19,909$319.5K
Capasso Planning Partners LLC17,500$280.9K
Ironwood Investment Counsel, LLC16,949$272.0K
Human Investing LLC15,755$252.9K
Covenant Partners, LLC14,880$238.8K
Stelac Advisory Services LLC14,600$234.3K
Tempus Wealth Planning, LLC13,342$214.1K
Clearstead Advisors, LLC13,266$212.9K
Klingman & Associates, LLC12,589$202.1K
Capstone Financial Advisors, Inc.12,041$193.3K
Journey Strategic Wealth LLC11,586$186.0K
Zacks Investment Management11,257$180.7K
TKG Advisors, LLC11,068$177.6K
Shulman DeMeo Asset Management LLC10,777$173.0K
Mindset Wealth Management, LLC10,634$170.7K
Prudential Financial Inc10,539$169.1K
Colorado Capital Management, Inc.10,360$166.0K
United Capital Financial Advisers, LLC10,192$163.6K
Voya Financial Advisors, Inc.10,159$163.3K
PCA Investment Advisory Services Inc.10,149$162.9K
Ashton Thomas Securities, LLC8,075$129.6K
Thurston, Springer, Miller, Herd & Titak, Inc.5,450$87.5K
Blue Owl Capital Holdings LP5,326$85.5K
Cedar Wealth Management, LLC5,000$80.3K
Voisard Asset Management Group, Inc.4,900$78.6K
Capital Performance Advisors LLP3,792$60.9K
Planned Solutions, Inc.2,931$47.0K
Rational Advisors LLC2,712$43.5K
Gilliland Jeter Wealth Management LLC2,554$41.0K
Stone House Investment Management, LLC1,986$31.9K
Northwest Financial Advisors1,820$29.2K
FSA Wealth Management LLC1,000$16.1K
GoalVest Advisory LLC583$9.36K
Belmont Capital, LLC200$3.21K
Headlands Technologies LLC167$2.68K
First Command Advisory Services, Inc.134$2.15K
Abound Wealth Management6$97

Not filed for Q4 2024 yet (19)

Institutions that held Energy Transfer LP at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ET in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James Financial Services Advisors, Inc.2,961,182$47.5M
Raymond James & Associates2,754,953$44.2M
Insight Folios Inc542,364$8.70M
Bluefin Capital Management, LLC472,334$7.58M
Inscription Capital, LLC224,312$3.60M
Raymond James Trust N.A.108,696$1.74M
SpiderRock Advisors, LLC83,042$1.33M
Sweet Financial Partners, LLC69,013$1.11M
9258 Wealth Management, LLC46,835$751.7K
Axiom Advisory, LLC35,466$570.5K
FinTrust Capital Advisors, LLC28,453$456.7K
CIC Wealth, LLC23,439$376.2K
Argent Financial Group, Inc.21,887$351.3K
Smithbridge Asset Management Inc18,349$294.5K
Prio Wealth Limited Partnership10,300$165.3K
Carmichael Hill & Associates, Inc.4,710$75.6K
First Personal Financial Services1,399$22.5K
VitalStone Financial, LLC850$13.6K
Annapolis Financial Services, LLC513$8.23K