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
- 1,205
- +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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 31,840 | $623.7K | 0.08% | −639−2.0% | Reduced |
| Lakeview Capital Partners, LLC | 31,892 | $624.8K | 0.14% | −1,949−5.8% | Reduced |
| Atomi Financial Group, Inc. | 31,933 | $625.6K | 0.03% | −907−2.8% | Reduced |
| Black Swift Group, LLC | 32,000 | $626.9K | 0.13% | −3,714−10.4% | Reduced |
| Romano Brothers and Company | 32,002 | $626.9K | 0.08% | −480−1.5% | Reduced |
| Horan Securities, Inc. | 32,172 | $630.2K | 0.24% | +184+0.6% | Added |
| Fulton Bank, N.A. | 32,172 | $630.2K | 0.02% | 00.0% | Unchanged |
| Brave Asset Management Inc | 32,178 | $630.4K | 0.20% | 00.0% | Unchanged |
| Savant Capital, LLC | 32,242 | $631.6K | 0.00% | +3,180+10.9% | Added |
| Fortis Capital Management LLC | 32,556 | $637.8K | 0.12% | +600+1.9% | Added |
| Hilton Capital Management, LLC | 32,755 | $641.7K | 0.06% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 32,825 | $643.0K | 0.45% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 32,223 | $644.1K | 0.07% | +10,062+45.4% | Added |
| Doliver Advisors, LP | 32,987 | $646.2K | 0.18% | −500−1.5% | Reduced |
| Rehmann Capital Advisory Group | 33,016 | $646.8K | 0.04% | −3,122−8.6% | Reduced |
| LongView Wealth Management | 33,051 | $647.5K | 0.20% | −60−0.2% | Reduced |
| Financial Advisory Service, Inc. | 33,067 | $647.8K | 0.05% | +406+1.2% | Added |
| Regions Financial Corp | 33,090 | $648.2K | 0.00% | −100,000−75.1% | Reduced |
| Alpha Cubed Investments, LLC | 33,091 | $648.3K | 0.03% | −8,222−19.9% | Reduced |
| Asio Capital, LLC | 33,500 | $656.3K | 0.12% | −500−1.5% | Reduced |
| Howard Capital Management Inc. | 33,502 | $656.3K | 0.01% | −11,612−25.7% | Reduced |
| SeaCrest Wealth Management, LLC | 33,621 | $658.6K | 0.07% | +7,147+27.0% | Added |
| Naples Global Advisors, LLC | 33,800 | $662.1K | 0.06% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 34,004 | $666.1K | 0.02% | +3,775+12.5% | Added |
| Gould Asset Management LLC | 34,056 | $667.2K | 0.14% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 34,121 | $668.4K | 0.19% | −1,312−3.7% | Reduced |
| Banco BTG Pactual S.A. | 34,000 | $670.1K | 0.16% | +34,000 | New |
| Fortis Group Advisors, LLC | 34,240 | $670.8K | 0.12% | +3,857+12.7% | Added |
| SRS Capital Advisors, Inc. | 34,294 | $671.9K | 0.04% | +2,683+8.5% | Added |
| Tyler-Stone Wealth Management | 34,316 | $672.3K | 0.12% | +7,659+28.7% | Added |
| Stonegate Investment Group, LLC | 34,320 | $672.3K | 0.02% | +482+1.4% | Added |
| Consolidated Portfolio Review Corp | 34,361 | $673.1K | 0.11% | +34,361 | New |
| Visionary Wealth Advisors | 34,369 | $673.3K | 0.04% | +197+0.6% | Added |
| Asset Allocation Strategies LLC | 34,429 | $676.5K | 0.16% | +3,511+11.4% | Added |
| Archford Capital Strategies, LLC | 34,713 | $680.0K | 0.10% | +1,248+3.7% | Added |
| Winebrenner Capital Management LLC | 34,833 | $682.4K | 0.53% | +34,833 | New |
| National Philanthropic Trust | 34,874 | $683.2K | 0.01% | +11,874+51.6% | Added |
| Veracity Capital LLC | 34,898 | $683.6K | 0.25% | +643+1.9% | Added |
| ARS Wealth Advisors Group, LLC | 35,159 | $688.8K | 0.09% | −1,781−4.8% | Reduced |
| Wealthstar Advisors, LLC | 35,317 | $691.9K | 0.30% | +35,317 | New |
| KPP Advisory Services LLC | 35,386 | $693.2K | 0.16% | +30+0.1% | Added |
| Gray Wealth Management Inc. | 35,615 | $697.7K | 0.26% | +10,728+43.1% | Added |
| Lifestyle Asset Management, Inc. | 35,782 | $701.0K | 0.38% | −10,753−23.1% | Reduced |
| Mallini Complete Financial Planning LLC | 36,066 | $706.5K | 0.67% | +36,066 | New |
| Lake Street Financial LLC | 36,093 | $707.1K | 0.11% | −8,683−19.4% | Reduced |
| Flagship Harbor Advisors, LLC | 36,381 | $712.7K | 0.04% | +617+1.7% | Added |
| Empirical Asset Management, LLC | 36,441 | $713.9K | 0.24% | +60.0% | Added |
| Pinnacle Associates Ltd | 36,673 | $718.4K | 0.01% | −9,969−21.4% | Reduced |
| Invenio Wealth Partners LLC | 36,716 | $719.3K | 0.30% | 00.0% | Unchanged |
| Argent Trust Co | 36,734 | $719.6K | 0.03% | −19,700−34.9% | Reduced |
| McDonald Partners LLC | 36,823 | $721.4K | 0.18% | −3,752−9.2% | Reduced |
| Chung Wu Investment Group, LLC | 37,072 | $726.2K | 0.73% | +37,072 | New |
| Farther Finance Advisors, LLC | 37,083 | $726.5K | 0.03% | +3,539+10.6% | Added |
| Hilltop Wealth Advisors, LLC | 37,180 | $728.4K | 0.37% | 00.0% | Unchanged |
| SFMG, LLC | 37,226 | $729.3K | 0.06% | +6,412+20.8% | Added |
| Noesis Capital Mangement Corp | 37,314 | $731.0K | 0.14% | +33+0.1% | Added |
| Parkside Financial Bank & Trust | 37,550 | $735.6K | 0.10% | +4,217+12.7% | Added |
| Bessemer Group Inc | 37,566 | $736.0K | 0.00% | −28,638−43.3% | Reduced |
| FineMark National Bank & Trust | 37,645 | $737.5K | 0.03% | −470−1.2% | Reduced |
| Perigon Wealth Management, LLC | 36,927 | $747.8K | 0.02% | −607−1.6% | Reduced |
| Stratos Wealth Advisors, LLC | 38,198 | $748.3K | 0.04% | −1,122−2.9% | Reduced |
| Strategic Financial Concepts, LLC | 38,302 | $750.3K | 0.14% | −6,563−14.6% | Reduced |
| JustInvest LLC | 38,355 | $751.4K | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 38,528 | $754.8K | 0.02% | +40.0% | Added |
| Arete Wealth Advisors, LLC | 38,539 | $755.0K | 0.05% | +4,486+13.2% | Added |
| WT Wealth Management | 38,923 | $762.5K | 0.24% | +3,151+8.8% | Added |
| PYA Waltman Capital, LLC | 38,998 | $764.0K | 0.25% | +38,998 | New |
| BEAM Asset Management, LLC | 39,349 | $770.9K | 0.24% | −4,871−11.0% | Reduced |
| WealthTrust Axiom LLC | 39,432 | $772.5K | 0.23% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 39,546 | $774.7K | 0.05% | +444+1.1% | Added |
| Hardy Reed LLC | 39,840 | $780.5K | 0.07% | +1,420+3.7% | Added |
| Iams Wealth Management, LLC | 40,000 | $783.6K | 0.36% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 40,000 | $783.6K | 0.02% | +40,000 | New |
| Fiduciary Group LLC | 40,281 | $789.1K | 0.08% | +30.0% | Added |
| Leo Wealth, LLC | 40,310 | $789.7K | 0.07% | +2,735+7.3% | Added |
| AlphaQ Advisors LLC | 40,494 | $793.3K | 2.17% | +718+1.8% | Added |
| LaSalle St. Investment Advisors, LLC | 40,650 | $796.0K | 0.25% | +3,160+8.4% | Added |
| Essex Financial Services, Inc. | 40,646 | $796.3K | 0.06% | −3,174−7.2% | Reduced |
| Modus Advisors, LLC | 41,302 | $809.1K | 0.25% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 41,402 | $811.1K | 0.07% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 41,905 | $820.9K | 0.09% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 41,948 | $821.8K | 0.26% | +4,432+11.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 41,959 | $822.0K | 0.04% | 00.0% | Unchanged |
| RFG Advisory, LLC | 42,119 | $825.1K | 0.02% | +19,609+87.1% | Added |
| North Star Investment Management Corp. | 42,247 | $827.6K | 0.06% | +4,111+10.8% | Added |
| Fisher Asset Management, LLC | 42,259 | $827.9K | 0.00% | +2,184+5.4% | Added |
| Disciplined Investments, LLC | 42,360 | $829.8K | 0.41% | +1,615+4.0% | Added |
| Oak Harvest Investment Services | 42,676 | $836.0K | 0.12% | +30.0% | Added |
| Ausdal Financial Partners, Inc. | 42,752 | $837.5K | 0.07% | +2,448+6.1% | Added |
| Aster Capital Management (DIFC) Ltd | 42,800 | $838.5K | 0.32% | +42,800 | New |
| Mattern Wealth Management LLC | 43,088 | $844.1K | 0.19% | +3,400+8.6% | Added |
| Waterfront Wealth Inc. | 43,472 | $851.6K | 0.21% | −150−0.3% | Reduced |
| Cascade Financial Partners, LLC | 43,734 | $856.7K | 0.11% | +1,017+2.4% | Added |
| Meriwether Wealth & Planning, LLC | 44,166 | $865.2K | 0.62% | +44,166 | New |
| Cornerstone Wealth Management, LLC | 44,322 | $868.3K | 0.06% | +1,142+2.6% | Added |
| Fidelis Capital Partners, LLC | 41,960 | $871.1K | 0.09% | +10,102+31.7% | Added |
| Samjo Management, LLC | 44,500 | $871.8K | 0.33% | +4,500+11.3% | Added |
| BancorpSouth Bank | 44,924 | $880.1K | 0.06% | 00.0% | Unchanged |
| Diligent Investors, LLC | 45,576 | $892.8K | 0.20% | +10,762+30.9% | Added |
| Morton Capital Management LLC | 45,789 | $897.0K | 0.17% | +683+1.5% | Added |