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 |
|---|---|---|---|---|---|
| XML Financial, LLC | 46,033 | $901.8K | 0.08% | +8,386+22.3% | Added |
| Thrive Wealth Management, LLC | 46,040 | $901.9K | 0.16% | +60.0% | Added |
| Argyle Capital Partners, LLC | 46,074 | $902.6K | 0.77% | +46,074 | New |
| Pointe Capital Management LLC | 46,138 | $903.8K | 0.52% | −10,472−18.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 46,425 | $909.5K | 0.19% | +2,941+6.8% | Added |
| CWA Asset Management Group, LLC | 46,598 | $912.9K | 0.05% | +23,249+99.6% | Added |
| RMB Capital Management, LLC | 46,634 | $913.6K | 0.02% | +1,704+3.8% | Added |
| Mizuho Markets Americas LLC | 46,822 | $917.2K | 0.02% | −437,000−90.3% | Reduced |
| one8zero8, LLC | 46,834 | $917.5K | 0.20% | +46,834 | New |
| TCTC Holdings, LLC | 47,098 | $922.6K | 0.03% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 47,217 | $925.0K | 0.10% | +7,270+18.2% | Added |
| KCM Investment Advisors LLC | 47,300 | $926.6K | 0.03% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 47,607 | $932.6K | 0.38% | +2,336+5.2% | Added |
| Moody National Bank Trust Division | 47,815 | $936.7K | 0.10% | −1,268−2.6% | Reduced |
| Talon Private Wealth, LLC | 47,955 | $939.4K | 0.20% | +883+1.9% | Added |
| Sequoia Financial Advisors, LLC | 48,294 | $946.1K | 0.01% | +1,102+2.3% | Added |
| Change Path, LLC | 48,399 | $948.1K | 0.03% | +5,312+12.3% | Added |
| Advisor OS, LLC | 48,590 | $951.9K | 0.11% | +2,580+5.6% | Added |
| Delos Wealth Advisors, LLC | 48,914 | $958.2K | 0.76% | +14,836+43.5% | Added |
| BLB&B Advisors, LLC | 49,051 | $960.9K | 0.05% | −61−0.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 49,547 | $970.6K | 0.08% | −800−1.6% | Reduced |
| Rossmore Private Capital | – | $979.5K | 0.12% | – | – |
| Compass Financial Group, INC | 50,109 | $981.6K | 0.19% | +120.0% | Added |
| Federation des caisses Desjardins du Quebec | 50,156 | $982.6K | 0.01% | +36,971+280.4% | Added |
| Synovus Financial Corp | 50,516 | $989.6K | 0.01% | −34,014−40.2% | Reduced |
| Burford Brothers, Inc. | 50,894 | $997.0K | 0.49% | +5,973+13.3% | Added |
| Bulltick Wealth Management, LLC | 51,000 | $999.1K | 0.24% | +51,000 | New |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 51,336 | $1.01M | 0.38% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 51,527 | $1.01M | 0.31% | +2,000+4.0% | Added |
| Samalin Investment Counsel, LLC | 51,845 | $1.02M | 0.44% | +4,095+8.6% | Added |
| Mission Wealth Management, LP | 52,028 | $1.02M | 0.02% | +2,612+5.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 52,069 | $1.02M | 0.00% | −97−0.2% | Reduced |
| Plan Group Financial, LLC | 52,150 | $1.02M | 0.54% | +7,876+17.8% | Added |
| Bridgewater Advisors Inc. | 51,285 | $1.02M | 0.11% | +20.0% | Added |
| EP Wealth Advisors, LLC | 53,326 | $1.04M | 0.01% | −8,167−13.3% | Reduced |
| F&V Capital Management, LLC | 53,687 | $1.05M | 0.28% | 00.0% | Unchanged |
| Avion Wealth | 53,860 | $1.05M | 0.27% | +135+0.3% | Added |
| Guggenheim Capital LLC | 54,141 | $1.06M | 0.01% | +2,797+5.4% | Added |
| Argent Advisors, Inc. | 54,468 | $1.07M | 0.40% | 00.0% | Unchanged |
| Transce3nd, LLC | 55,020 | $1.08M | 0.37% | +55,020 | New |
| Huntington National Bank | 55,460 | $1.09M | 0.01% | −164−0.3% | Reduced |
| Bard Financial Services, Inc. | 55,750 | $1.09M | 0.13% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 56,123 | $1.10M | 0.64% | +123+0.2% | Added |
| EverSource Wealth Advisors, LLC | 56,243 | $1.10M | 0.06% | +39,202+230.0% | Added |
| HFG Advisors, Inc. | 56,695 | $1.11M | 0.97% | +1,100+2.0% | Added |
| Holderness Investments Co | 56,722 | $1.11M | 0.25% | −1,236−2.1% | Reduced |
| CAPROCK Group, Inc. | 57,128 | $1.12M | 0.04% | +57,128 | New |
| Summit Trail Advisors, LLC | 57,532 | $1.13M | 0.04% | +22,512+64.3% | Added |
| Allworth Financial LP | 54,067 | $1.13M | 0.01% | +20,187+59.6% | Added |
| PFG Advisors | 58,173 | $1.14M | 0.07% | +1,322+2.3% | Added |
| Buckingham Strategic Partners | 58,293 | $1.14M | 0.02% | +22,877+64.6% | Added |
| Geneos Wealth Management Inc. | 58,797 | $1.15M | 0.04% | −578−1.0% | Reduced |
| We Are One Seven, LLC | 58,935 | $1.15M | 0.04% | +13,140+28.7% | Added |
| Nilsine Partners, LLC | 59,141 | $1.16M | 0.12% | +160.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 59,606 | $1.17M | 0.25% | +297+0.5% | Added |
| Stockman Wealth Management, Inc. | 59,666 | $1.17M | 0.18% | +600+1.0% | Added |
| LMG Wealth Partners, LLC | 59,878 | $1.17M | 0.26% | +59,878 | New |
| GFS Advisors, LLC | 60,000 | $1.18M | 0.18% | 00.0% | Unchanged |
| Connective Portfolio Management, LLC | 60,000 | $1.18M | 1.75% | +60,000 | New |
| BKD Wealth Advisors, LLC | 60,566 | $1.19M | 0.03% | +37,633+164.1% | Added |
| RSM US Wealth Management LLC | 60,776 | $1.19M | 0.02% | +6,541+12.1% | Added |
| Capital Advisors Inc | 61,485 | $1.20M | 0.02% | +328+0.5% | Added |
| Kovack Advisors, Inc. | 62,352 | $1.22M | 0.12% | −5,186−7.7% | Reduced |
| Cullen Investment Group, Ltd. | 62,800 | $1.23M | 0.18% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 62,912 | $1.23M | 0.01% | +6,877+12.3% | Added |
| Berkshire Asset Management LLC | 58,844 | $1.24M | 0.06% | −1,657−2.7% | Reduced |
| Empire Financial Management Company, LLC | 63,525 | $1.24M | 0.39% | +3,000+5.0% | Added |
| Anchor Investment Management, LLC | 63,655 | $1.25M | 0.12% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 77,828 | $1.25M | 0.08% | −10,146−11.5% | Reduced |
| Monetary Management Group Inc | 64,000 | $1.25M | 0.33% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 64,775 | $1.27M | 0.47% | +1,000+1.6% | Added |
| Proequities, Inc. | 60,682 | $1.27M | 0.07% | +2,233+3.8% | Added |
| Watts Gwilliam & Co., LLC | 66,532 | $1.30M | 0.27% | +66,532 | New |
| Meridian Wealth Advisors, LLC | 66,228 | $1.30M | 0.21% | +5,174+8.5% | Added |
| Joseph P. Lucia & Associates, LLC | 66,370 | $1.30M | 0.58% | +13,693+26.0% | Added |
| Private Wealth Partners, LLC | 66,500 | $1.30M | 0.10% | +54,500+454.2% | Added |
| One Charles Private Wealth Services, LLC | 66,637 | $1.31M | 0.44% | −2,490−3.6% | Reduced |
| Merit Financial Group, LLC | 66,992 | $1.31M | 0.02% | +34,105+103.7% | Added |
| Bourgeon Capital Management LLC | 67,170 | $1.32M | 0.25% | −40,325−37.5% | Reduced |
| Platform Technology Partners | 67,299 | $1.32M | 0.40% | +553+0.8% | Added |
| Chesley Taft & Associates LLC | 67,586 | $1.32M | 0.06% | +15,000+28.5% | Added |
| Burney Co | 67,618 | $1.32M | 0.05% | +2,058+3.1% | Added |
| MidWestOne Financial Group, Inc. | 67,939 | $1.33M | 0.19% | −11,658−14.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 68,428 | $1.34M | 0.05% | +7,560+12.4% | Added |
| Chiron Capital Management, LLC | 68,436 | $1.34M | 1.27% | −40,970−37.4% | Reduced |
| Western Wealth Management, LLC | 68,533 | $1.34M | 0.07% | −1,587−2.3% | Reduced |
| Paragon Capital Management Ltd | 68,724 | $1.35M | 0.27% | +55,890+435.5% | Added |
| Cullen/Frost Bankers, Inc. | 68,756 | $1.35M | 0.02% | −9,508−12.1% | Reduced |
| Stokes Family Office, LLC | 69,605 | $1.36M | 0.15% | +75+0.1% | Added |
| Custom Index Systems, LLC | 70,623 | $1.38M | 0.74% | −2,561−3.5% | Reduced |
| Linscomb & Williams, Inc. | 71,323 | $1.40M | 0.07% | +350+0.5% | Added |
| Addis & Hill, Inc | 72,653 | $1.42M | 1.05% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 72,934 | $1.43M | 0.87% | +72,934 | New |
| Manske Wealth Management | 72,968 | $1.43M | 0.57% | +72,968 | New |
| Fidelity D & D Bancorp Inc | 73,225 | $1.43M | 0.95% | −1,979−2.6% | Reduced |
| Ameritas Advisory Services, LLC | 73,227 | $1.43M | 0.05% | −5,556−7.1% | Reduced |
| Legacy Advisors, LLC | 73,704 | $1.44M | 0.14% | −2,834−3.7% | Reduced |
| Formidable Asset Management, LLC | 73,798 | $1.45M | 0.24% | −1,595−2.1% | Reduced |
| Campbell Capital Management Inc | 74,000 | $1.45M | 0.57% | 00.0% | Unchanged |
| Warm Springs Advisors Inc. | 75,000 | $1.47M | 1.36% | +75,000 | New |