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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, Q4 2024

Institutional positions in Energy Transfer LP as of Dec 31, 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
1,206
+125 vs. Q3 2024
Shares held
1.15B
+18.2M (+1.6%) vs. Q3 2024
Total value
$22.4B
+$4.41B (+24.5%) vs. Q3 2024
New holders
181
479 more added
Sold out
56
282 more reduced

19 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 1,206 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 heldQ4 2024: $22.4B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q3 2024.

Institutions holding ET in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Madrona Financial Services, LLC12,810$251.0K0.07%+12,810New
Marcum Wealth, LLC12,847$251.7K0.02%+561+4.6%Added
Probity Advisors, Inc.12,858$251.9K0.05%00.0%Unchanged
AQR Capital Management LLC12,923$253.2K0.00%+12,923New
Ruggaard & Associates LLC12,987$254.4K0.11%00.0%Unchanged
Bradley Foster & Sargent Inc12,990$254.5K0.00%00.0%Unchanged
Sterling Capital Management LLC13,003$254.7K0.00%00.0%Unchanged
Shufro Rose & Co LLC13,028$255.2K0.02%00.0%Unchanged
Traynor Capital Management, Inc.13,039$255.4K0.02%+1,983+17.9%Added
Principal Street Partners, LLC13,071$256.1K0.05%−17,248−56.9%Reduced
Wolff Financial Management LLC13,132$257.0K0.07%+20+0.2%Added
PCG Wealth Advisors, LLC13,122$257.1K0.09%+36+0.3%Added
Resonant Capital Advisors, LLC13,180$258.2K0.02%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.12,862$258.4K0.17%00.0%Unchanged
Euro Pacific Asset Management, LLC13,210$259.0K0.06%00.0%Unchanged
Clifford Swan Investment Counsel LLC13,263$259.8K0.01%00.0%Unchanged
O'Dell Group, LLC13,300$260.5K0.06%+2,400+22.0%Added
Fermata Advisors, LLC13,316$260.9K0.05%−1,619−10.8%Reduced
BCJ Capital Management, LLC13,423$263.0K0.02%−5,438−28.8%Reduced
HM Payson & Co13,442$263.3K0.00%00.0%Unchanged
Viawealth, LLC13,458$263.6K0.16%00.0%Unchanged
Shepherd Financial Partners LLC13,460$263.7K0.03%+238+1.8%Added
Verdence Capital Advisors LLC13,468$263.8K0.02%+200+1.5%Added
USAdvisors Wealth Management, LLC13,500$264.0K0.09%−1,000−6.9%Reduced
Grimes & Company, Inc.13,507$264.6K0.01%+1,033+8.3%Added
WFA Asset Management Corp13,557$265.6K0.14%+59+0.4%Added
Capital Investment Advisory Services, LLC13,596$266.4K0.03%+122+0.9%Added
Herold Advisors, Inc.13,620$266.8K0.06%+1,509+12.5%Added
Country Club Bank13,646$267.1K0.02%00.0%Unchanged
Summit Asset Management, LLC13,645$267.3K0.05%−1,470−9.7%Reduced
Armis Advisers, LLC13,646$267.3K0.03%+13,646New
Family Management Corp13,664$267.7K0.04%00.0%Unchanged
Smithfield Trust Co13,731$269.0K0.01%00.0%Unchanged
Wealth Effects LLC13,814$270.6K0.10%+300+2.2%Added
AssuredPartners Investment Advisors, LLC13,861$271.5K0.05%+13,861New
Hobbs Group Advisors, LLC13,862$271.6K0.10%+702+5.3%Added
Cyndeo Wealth Partners, LLC13,908$272.5K0.02%+13,908New
Hemington Wealth Management13,952$273.0K0.07%00.0%Unchanged
Perennial Investment Advisors, LLC13,943$273.1K0.03%+24+0.2%Added
Ulland Investment Advisors, LLC14,000$274.0K0.17%00.0%Unchanged
Real Talk Capital, LLC14,007$274.4K0.36%+14,007New
Venturi Wealth Management, LLC14,109$276.4K0.01%+14,109New
Delap Wealth Advisory, LLC14,161$277.4K0.17%+901+6.8%Added
Trueblood Wealth Management, LLC14,180$277.8K0.14%00.0%Unchanged
First National Trust Co14,195$278.1K0.01%00.0%Unchanged
American Money Management, LLC14,460$283.3K0.06%+14,460New
Hollow Brook Wealth Management LLC14,470$283.5K0.09%00.0%Unchanged
Ellis Investment Partners, LLC14,476$283.6K0.06%+183+1.3%Added
WCG Wealth Advisors LLC14,488$284.0K0.02%+871+6.4%Added
Amplius Wealth Advisors, LLC14,498$284.0K0.03%−29−0.2%Reduced
CFO4Life Group, LLC14,574$285.5K0.05%+70.0%Added
Koshinski Asset Management, Inc.14,603$286.1K0.02%+834+6.1%Added
Hollencrest Capital Management14,652$287.0K0.01%+65+0.4%Added
Southland Equity Partners LLC14,722$288.4K0.07%−2,342−13.7%Reduced
Sapient Capital LLC14,864$291.2K0.01%+3,325+28.8%Added
Optima Capital LLC14,961$293.1K0.20%+14,961New
Wealth Alliance15,004$293.9K0.04%−12,231−44.9%Reduced
M.E. Allison & Co., Inc.15,192$297.6K0.33%+15,192New
Taylor & Morgan Wealth Management, LLC15,271$299.2K0.21%+15,271New
Next Level Wealth Planning, LLC15,287$299.5K0.24%+15,287New
Core Wealth Partners LLC15,288$299.5K0.17%00.0%Unchanged
First PREMIER Bank15,288$300.0K0.08%00.0%Unchanged
Sym Financial Corp15,341$300.5K0.04%00.0%Unchanged
Douglass Winthrop Advisors, LLC15,350$300.7K0.01%00.0%Unchanged
Granite Group Advisors, LLC15,400$301.7K0.19%−823−5.1%Reduced
Symmetry Partners, LLC15,432$302.3K0.04%+15,432New
Chancellor Financial Group WB LP15,467$303.0K0.24%+15,467New
McIntyre Freedman & Flynn Investment Advisers Inc15,490$303.4K0.23%00.0%Unchanged
Westwood Wealth Management15,500$303.6K0.11%00.0%Unchanged
Disciplined Investors, L.L.C.15,601$303.8K0.29%+15,601New
KG&L Capital Management,LLC15,525$304.1K0.10%−200−1.3%Reduced
Regent Peak Wealth Advisors LLC15,540$304.4K0.07%00.0%Unchanged
Kiker Wealth Management, LLC15,585$305.3K0.25%+15,585New
Walker Asset Management, LLC15,597$305.5K0.19%+3,394+27.8%Added
Whalerock Point Partners, LLC15,600$305.6K0.07%00.0%Unchanged
Curated Wealth Partners LLC15,600$305.6K0.03%+15,600New
Tiaa Trust, National Association15,702$307.6K0.00%+1,031+7.0%Added
L.M. Kohn & Company15,799$309.5K0.08%+36+0.2%Added
Mather Group, LLC.15,936$312.2K0.00%−60−0.4%Reduced
Executive Wealth Management, LLC15,962$312.7K0.02%−400−2.4%Reduced
Prossimo Advisors, LLC15,976$313.0K0.23%00.0%Unchanged
Conservest Capital Advisors, Inc.15,984$313.1K0.03%+72+0.5%Added
Consilium Wealth Advisory, LLC16,000$313.4K0.15%00.0%Unchanged
GWN Securities Inc.14,915$314.0K0.08%+14,915New
Sittner & Nelson, LLC16,100$315.4K0.14%00.0%Unchanged
TrueWealth Advisors, LLC16,137$316.1K0.11%+2,371+17.2%Added
Potentia Wealth16,174$316.8K0.14%+16,174New
O'Brien Greene & Co. Inc16,268$318.7K0.10%+16,268New
Professional Financial Advisors, LLC16,401$321.3K0.08%00.0%Unchanged
Novare Capital Management LLC16,433$321.9K0.03%00.0%Unchanged
Mayflower Financial Advisors, LLC16,436$322.0K0.05%00.0%Unchanged
GDS Wealth Management16,560$324.4K0.03%00.0%Unchanged
Thompson David Blair16,682$326.8K0.24%+16,682New
Peapack Gladstone Financial Corp16,728$327.0K0.00%+1,053+6.7%Added
Sound Income Strategies, LLC16,750$328.1K0.02%+218+1.3%Added
Almanack Investment Partners, LLC.16,770$328.5K0.05%+20.0%Added
First Citizens Bank & Trust Co16,872$330.5K0.01%+2,857+20.4%Added
Ingalls & Snyder LLC16,873$331.0K0.01%−1,774−9.5%Reduced
Kavar Capital Partners Group, LLC16,900$331.1K0.06%00.0%Unchanged
Private Client Services, LLC16,915$331.4K0.18%+511+3.1%Added