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 |
|---|---|---|---|---|---|
| Wealth Alliance Advisory Group, LLC | 46,425 | $909.5K | 0.19% | +2,941+6.8% | Added |
| Pointe Capital Management LLC | 46,138 | $903.8K | 0.52% | −10,472−18.5% | Reduced |
| Argyle Capital Partners, LLC | 46,074 | $902.6K | 0.77% | +46,074 | New |
| Thrive Wealth Management, LLC | 46,040 | $901.9K | 0.16% | +60.0% | Added |
| XML Financial, LLC | 46,033 | $901.8K | 0.08% | +8,386+22.3% | Added |
| Morton Capital Management LLC | 45,789 | $897.0K | 0.17% | +683+1.5% | Added |
| Diligent Investors, LLC | 45,576 | $892.8K | 0.20% | +10,762+30.9% | Added |
| BancorpSouth Bank | 44,924 | $880.1K | 0.06% | 00.0% | Unchanged |
| Samjo Management, LLC | 44,500 | $871.8K | 0.33% | +4,500+11.3% | Added |
| Fidelis Capital Partners, LLC | 41,960 | $871.1K | 0.09% | +10,102+31.7% | Added |
| Cornerstone Wealth Management, LLC | 44,322 | $868.3K | 0.06% | +1,142+2.6% | Added |
| Meriwether Wealth & Planning, LLC | 44,166 | $865.2K | 0.62% | +44,166 | New |
| Cascade Financial Partners, LLC | 43,734 | $856.7K | 0.11% | +1,017+2.4% | Added |
| Waterfront Wealth Inc. | 43,472 | $851.6K | 0.21% | −150−0.3% | Reduced |
| Mattern Wealth Management LLC | 43,088 | $844.1K | 0.19% | +3,400+8.6% | Added |
| Aster Capital Management (DIFC) Ltd | 42,800 | $838.5K | 0.32% | +42,800 | New |
| Ausdal Financial Partners, Inc. | 42,752 | $837.5K | 0.07% | +2,448+6.1% | Added |
| Oak Harvest Investment Services | 42,676 | $836.0K | 0.12% | +30.0% | Added |
| Disciplined Investments, LLC | 42,360 | $829.8K | 0.41% | +1,615+4.0% | Added |
| Fisher Asset Management, LLC | 42,259 | $827.9K | 0.00% | +2,184+5.4% | Added |
| North Star Investment Management Corp. | 42,247 | $827.6K | 0.06% | +4,111+10.8% | Added |
| RFG Advisory, LLC | 42,119 | $825.1K | 0.02% | +19,609+87.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 41,959 | $822.0K | 0.04% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 41,948 | $821.8K | 0.26% | +4,432+11.8% | Added |
| MMBG Investment Advisors Co. | 41,905 | $820.9K | 0.09% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 41,402 | $811.1K | 0.07% | 00.0% | Unchanged |
| Modus Advisors, LLC | 41,302 | $809.1K | 0.25% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 40,646 | $796.3K | 0.06% | −3,174−7.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 40,650 | $796.0K | 0.25% | +3,160+8.4% | Added |
| AlphaQ Advisors LLC | 40,494 | $793.3K | 2.17% | +718+1.8% | Added |
| Leo Wealth, LLC | 40,310 | $789.7K | 0.07% | +2,735+7.3% | Added |
| Fiduciary Group LLC | 40,281 | $789.1K | 0.08% | +30.0% | 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 |
| Hardy Reed LLC | 39,840 | $780.5K | 0.07% | +1,420+3.7% | Added |
| Guyasuta Investment Advisors Inc | 39,546 | $774.7K | 0.05% | +444+1.1% | Added |
| WealthTrust Axiom LLC | 39,432 | $772.5K | 0.23% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 39,349 | $770.9K | 0.24% | −4,871−11.0% | Reduced |
| PYA Waltman Capital, LLC | 38,998 | $764.0K | 0.25% | +38,998 | New |
| WT Wealth Management | 38,923 | $762.5K | 0.24% | +3,151+8.8% | Added |
| Arete Wealth Advisors, LLC | 38,539 | $755.0K | 0.05% | +4,486+13.2% | Added |
| NorthRock Partners, LLC | 38,528 | $754.8K | 0.02% | +40.0% | Added |
| JustInvest LLC | 38,355 | $751.4K | 0.01% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 38,302 | $750.3K | 0.14% | −6,563−14.6% | Reduced |
| Stratos Wealth Advisors, LLC | 38,198 | $748.3K | 0.04% | −1,122−2.9% | Reduced |
| Perigon Wealth Management, LLC | 36,927 | $747.8K | 0.02% | −607−1.6% | Reduced |
| FineMark National Bank & Trust | 37,645 | $737.5K | 0.03% | −470−1.2% | Reduced |
| Bessemer Group Inc | 37,566 | $736.0K | 0.00% | −28,638−43.3% | Reduced |
| Parkside Financial Bank & Trust | 37,550 | $735.6K | 0.10% | +4,217+12.7% | Added |
| Noesis Capital Mangement Corp | 37,314 | $731.0K | 0.14% | +33+0.1% | Added |
| SFMG, LLC | 37,226 | $729.3K | 0.06% | +6,412+20.8% | Added |
| Hilltop Wealth Advisors, LLC | 37,180 | $728.4K | 0.37% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 37,083 | $726.5K | 0.03% | +3,539+10.6% | Added |
| Chung Wu Investment Group, LLC | 37,072 | $726.2K | 0.73% | +37,072 | New |
| McDonald Partners LLC | 36,823 | $721.4K | 0.18% | −3,752−9.2% | Reduced |
| Argent Trust Co | 36,734 | $719.6K | 0.03% | −19,700−34.9% | Reduced |
| Invenio Wealth Partners LLC | 36,716 | $719.3K | 0.30% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 36,673 | $718.4K | 0.01% | −9,969−21.4% | Reduced |
| Empirical Asset Management, LLC | 36,441 | $713.9K | 0.24% | +60.0% | Added |
| Flagship Harbor Advisors, LLC | 36,381 | $712.7K | 0.04% | +617+1.7% | Added |
| Lake Street Financial LLC | 36,093 | $707.1K | 0.11% | −8,683−19.4% | Reduced |
| Mallini Complete Financial Planning LLC | 36,066 | $706.5K | 0.67% | +36,066 | New |
| Lifestyle Asset Management, Inc. | 35,782 | $701.0K | 0.38% | −10,753−23.1% | Reduced |
| Gray Wealth Management Inc. | 35,615 | $697.7K | 0.26% | +10,728+43.1% | Added |
| KPP Advisory Services LLC | 35,386 | $693.2K | 0.16% | +30+0.1% | Added |
| Wealthstar Advisors, LLC | 35,317 | $691.9K | 0.30% | +35,317 | New |
| ARS Wealth Advisors Group, LLC | 35,159 | $688.8K | 0.09% | −1,781−4.8% | Reduced |
| Veracity Capital LLC | 34,898 | $683.6K | 0.25% | +643+1.9% | Added |
| National Philanthropic Trust | 34,874 | $683.2K | 0.01% | +11,874+51.6% | Added |
| Winebrenner Capital Management LLC | 34,833 | $682.4K | 0.53% | +34,833 | New |
| Archford Capital Strategies, LLC | 34,713 | $680.0K | 0.10% | +1,248+3.7% | Added |
| Asset Allocation Strategies LLC | 34,429 | $676.5K | 0.16% | +3,511+11.4% | Added |
| Visionary Wealth Advisors | 34,369 | $673.3K | 0.04% | +197+0.6% | Added |
| Consolidated Portfolio Review Corp | 34,361 | $673.1K | 0.11% | +34,361 | New |
| Stonegate Investment Group, LLC | 34,320 | $672.3K | 0.02% | +482+1.4% | Added |
| Tyler-Stone Wealth Management | 34,316 | $672.3K | 0.12% | +7,659+28.7% | Added |
| SRS Capital Advisors, Inc. | 34,294 | $671.9K | 0.04% | +2,683+8.5% | Added |
| Fortis Group Advisors, LLC | 34,240 | $670.8K | 0.12% | +3,857+12.7% | Added |
| Banco BTG Pactual S.A. | 34,000 | $670.1K | 0.16% | +34,000 | New |
| Whitener Capital Management, Inc. | 34,121 | $668.4K | 0.19% | −1,312−3.7% | Reduced |
| Gould Asset Management LLC | 34,056 | $667.2K | 0.14% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 34,004 | $666.1K | 0.02% | +3,775+12.5% | Added |
| Naples Global Advisors, LLC | 33,800 | $662.1K | 0.06% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 33,621 | $658.6K | 0.07% | +7,147+27.0% | Added |
| Howard Capital Management Inc. | 33,502 | $656.3K | 0.01% | −11,612−25.7% | Reduced |
| Asio Capital, LLC | 33,500 | $656.3K | 0.12% | −500−1.5% | Reduced |
| Alpha Cubed Investments, LLC | 33,091 | $648.3K | 0.03% | −8,222−19.9% | Reduced |
| Regions Financial Corp | 33,090 | $648.2K | 0.00% | −100,000−75.1% | Reduced |
| Financial Advisory Service, Inc. | 33,067 | $647.8K | 0.05% | +406+1.2% | Added |
| LongView Wealth Management | 33,051 | $647.5K | 0.20% | −60−0.2% | Reduced |
| Rehmann Capital Advisory Group | 33,016 | $646.8K | 0.04% | −3,122−8.6% | Reduced |
| Doliver Advisors, LP | 32,987 | $646.2K | 0.18% | −500−1.5% | Reduced |
| Cornerstone Advisory, LLC | 32,223 | $644.1K | 0.07% | +10,062+45.4% | Added |
| Security National Bank of Sioux City Iowa | 32,825 | $643.0K | 0.45% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 32,755 | $641.7K | 0.06% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 32,556 | $637.8K | 0.12% | +600+1.9% | Added |
| Savant Capital, LLC | 32,242 | $631.6K | 0.00% | +3,180+10.9% | Added |
| Brave Asset Management Inc | 32,178 | $630.4K | 0.20% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 32,172 | $630.2K | 0.02% | 00.0% | Unchanged |
| Horan Securities, Inc. | 32,172 | $630.2K | 0.24% | +184+0.6% | Added |