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
13F holders, Q1 2025
Institutional positions in Energy Transfer LP as of Mar 31, 2025. 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
- 1,214
- +32 vs. Q4 2024
- Shares held
- 1.10B
- −37.8M (−3.3%) vs. Q4 2024
- Total value
- $20.5B
- −$1.89B (−8.4%) vs. Q4 2024
- New holders
- 104
- 501 more added
- Sold out
- 72
- 327 more reduced
23 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 1,303 | $21.1B |
| Q1 2026 | 1,303 | $20.9B |
| Q4 2025 | 1,261 | $16.9B |
| Q3 2025 | 1,225 | $17.9B |
| Q2 2025 | 1,234 | $19.6B |
| Q1 2025 | 1,214 | $20.5B |
| Q4 2024 | 1,205 | $22.4B |
| Q3 2024 | 1,099 | $18.1B |
| Q2 2024 | 1,080 | $18.2B |
| Q1 2024 | 1,058 | $17.7B |
| Q4 2023 | 1,055 | $15.8B |
| Q3 2023 | 964 | $15.1B |
| Q2 2023 | 954 | $13.7B |
| Q1 2023 | 931 | $13.8B |
| Q4 2022 | 914 | $13.7B |
| Q3 2022 | 853 | $13.0B |
| Q2 2022 | 844 | $12.0B |
| Q1 2022 | 828 | $13.6B |
| Q4 2021 | 811 | $9.66B |
| Q3 2021 | 773 | $9.79B |
| Q2 2021 | 752 | $10.8B |
| Q1 2021 | 738 | $7.83B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 135,128 | $2.51M | 0.07% | +15,948+13.4% | Added |
| Equitable Holdings, Inc. | 135,201 | $2.51M | 0.02% | +17,935+15.3% | Added |
| CWM, LLC | 135,989 | $2.53M | 0.01% | −5,735−4.0% | Reduced |
| Spears Abacus Advisors LLC | 137,147 | $2.55M | 0.05% | +1,500+1.1% | Added |
| Outfitter Financial LLC | 137,762 | $2.56M | 2.31% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 137,800 | $2.56M | 0.03% | +44,650+47.9% | Added |
| Sigma Planning Corp | 141,729 | $2.63M | 0.08% | −1,494−1.0% | Reduced |
| NewEdge Wealth, LLC | 142,840 | $2.66M | 0.05% | +66,643+87.5% | Added |
| Integrated Wealth Concepts LLC | 143,889 | $2.67M | 0.03% | +3,711+2.6% | Added |
| Venture Visionary Partners LLC | 144,871 | $2.69M | 0.11% | −5,974−4.0% | Reduced |
| Selway Asset Management | 149,000 | $2.77M | 1.14% | −15,000−9.1% | Reduced |
| Northeast Financial Consultants Inc | 149,058 | $2.77M | 0.12% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 149,367 | $2.78M | 0.06% | −4,202−2.7% | Reduced |
| Acadian Asset Management LLC | 149,763 | $2.78M | 0.01% | −142,518−48.8% | Reduced |
| Harbour Investments, Inc. | 149,978 | $2.79M | 0.08% | +29,346+24.3% | Added |
| Bluefin Capital Management, LLC | 150,170 | $2.79M | 2.24% | +150,170 | New |
| SG Americas Securities, LLC | 154,476 | $2.87M | 0.01% | +30,286+24.4% | Added |
| Texas Bank & Trust Co | 154,998 | $2.88M | 1.22% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 155,259 | $2.89M | 0.09% | −10,353−6.3% | Reduced |
| Level Four Advisory Services, LLC | 155,628 | $2.89M | 0.12% | +26,334+20.4% | Added |
| Cary Street Partners Financial LLC | 156,387 | $2.91M | 0.09% | +44,961+40.4% | Added |
| Cary Street Partner Investment Advisory LLC | 157,220 | $2.92M | 1.69% | −6,660−4.1% | Reduced |
| Franklin Resources Inc | 157,349 | $2.93M | 0.00% | −75,164−32.3% | Reduced |
| TCG Advisory Services, LLC | 158,908 | $2.95M | 0.12% | +16,865+11.9% | Added |
| Plan Group Financial, LLC | 159,071 | $2.96M | 1.06% | +106,921+205.0% | Added |
| Kercheville Advisors, LLC | 159,850 | $2.97M | 1.21% | +22,700+16.6% | Added |
| Kornitzer Capital Management Inc | 162,600 | $3.02M | 0.06% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 165,068 | $3.07M | 0.13% | +4,390+2.7% | Added |
| Segall Bryant & Hamill, LLC | 165,499 | $3.08M | 0.05% | 00.0% | Unchanged |
| Fairholme Capital Management LLC | 166,600 | $3.10M | 0.25% | −686,300−80.5% | Reduced |
| Concurrent Investment Advisors, LLC | 166,982 | $3.10M | 0.08% | +37,156+28.6% | Added |
| Beverly Hills Private Wealth, LLC | 171,226 | $3.18M | 0.63% | +1,970+1.2% | Added |
| Sunbelt Securities, Inc. | 172,952 | $3.22M | 0.29% | −4,862−2.7% | Reduced |
| Black Swift Group, LLC | 174,265 | $3.24M | 0.73% | +142,265+444.6% | Added |
| Terril Brothers, Inc. | 174,714 | $3.25M | 1.54% | −4,202−2.3% | Reduced |
| Botty Investors LLC | 175,715 | $3.27M | 1.07% | +1,477+0.8% | Added |
| Finer Wealth Management, Inc. | 175,770 | $3.27M | 1.96% | +3,133+1.8% | Added |
| Silvercrest Asset Management Group LLC | 176,331 | $3.28M | 0.02% | +27,658+18.6% | Added |
| Aurora Private Wealth, Inc. | 178,935 | $3.33M | 2.66% | +2,481+1.4% | Added |
| Redwood Wealth Management Group, LLC | 179,917 | $3.34M | 1.70% | −2,587−1.4% | Reduced |
| Valeo Financial Advisors, LLC | 180,926 | $3.36M | 0.09% | −74,601−29.2% | Reduced |
| Pinnacle Holdings, LLC | 181,626 | $3.38M | 1.28% | −1,730−0.9% | Reduced |
| First Dallas Securities Inc. | 181,899 | $3.38M | 1.41% | +3,145+1.8% | Added |
| Howard Financial Services, Ltd. | 182,047 | $3.38M | 0.46% | +415+0.2% | Added |
| HB Wealth Management, LLC | 185,760 | $3.45M | 0.03% | +33,231+21.8% | Added |
| Huntleigh Advisors, Inc. | 186,836 | $3.47M | 0.58% | −52,919−22.1% | Reduced |
| Inscription Capital, LLC | 221,559 | $3.49M | 0.58% | +221,559 | New |
| Basso Capital Management, L.P. | 188,500 | $3.50M | 2.98% | 00.0% | Unchanged |
| Rollins Financial Advisors, LLC | 189,842 | $3.53M | 0.61% | +29,133+18.1% | Added |
| Corps Capital Advisors, LLC | 190,152 | $3.53M | 3.72% | +1,000+0.5% | Added |
| Avantax Advisory Services, Inc. | 190,415 | $3.54M | 0.02% | +7,632+4.2% | Added |
| Ieq Capital, LLC | 192,435 | $3.58M | 0.03% | −19,097−9.0% | Reduced |
| Lavaca Capital LLC | 192,800 | $3.58M | 1.63% | 00.0% | Unchanged |
| Keybank National Association | 193,149 | $3.59M | 0.01% | −4,832−2.4% | Reduced |
| CFM Wealth Partners LLC | 193,150 | $3.59M | 0.63% | +12,666+7.0% | Added |
| Oppenheimer Asset Management Inc. | 193,704 | $3.60M | 0.04% | +534+0.3% | Added |
| Jackson Hole Capital Partners, LLC | 194,196 | $3.61M | 0.72% | −9,728−4.8% | Reduced |
| Fortem Financial Group, LLC | 195,450 | $3.63M | 1.41% | −10,422−5.1% | Reduced |
| Van Eck Associates Corp | 196,416 | $3.65M | 0.00% | +35,887+22.4% | Added |
| Mutual Advisors, LLC | 211,754 | $3.70M | 0.11% | +16,189+8.3% | Added |
| Monticello Wealth Management, LLC | 198,790 | $3.70M | 0.31% | +3,431+1.8% | Added |
| Icon Wealth Advisors, LLC | 199,838 | $3.71M | 0.31% | +14,224+7.7% | Added |
| CoreCap Advisors, LLC | 199,861 | $3.72M | 0.16% | +2,039+1.0% | Added |
| ProShare Advisors LLC | 206,442 | $3.84M | 0.01% | −23,582−10.3% | Reduced |
| SEI Investments Co | 206,449 | $3.84M | 0.00% | −37,764−15.5% | Reduced |
| Jefferies Financial Group Inc. | 206,527 | $3.84M | 0.07% | −262,700−56.0% | Reduced |
| Sentinel Trust Co Lba | 207,000 | $3.85M | 0.45% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 207,285 | $3.85M | 0.61% | −603−0.3% | Reduced |
| MML Investors Services, LLC | 208,440 | $3.88M | 0.01% | +83,354+66.6% | Added |
| Prospect Financial Services LLC | 209,148 | $3.89M | 2.16% | −3,466−1.6% | Reduced |
| Cercano Management LLC | 209,295 | $3.89M | 0.11% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 213,531 | $3.97M | 0.07% | −54,509−20.3% | Reduced |
| Crescent Grove Advisors, LLC | 214,659 | $3.99M | 0.42% | −153,382−41.7% | Reduced |
| Kestra Private Wealth Services, LLC | 216,314 | $4.02M | 0.07% | +38,792+21.9% | Added |
| IFP Advisors, Inc | 218,067 | $4.05M | 0.12% | −416,402−65.6% | Reduced |
| J.W. Cole Advisors, Inc. | 218,978 | $4.07M | 0.13% | +130,339+147.0% | Added |
| PFG Investments, LLC | 222,144 | $4.13M | 0.26% | −23,544−9.6% | Reduced |
| American Assets Investment Management, LLC | 225,800 | $4.20M | 0.37% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 228,496 | $4.25M | 0.05% | −52,508−18.7% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 229,936 | $4.27M | 3.66% | −7,691−3.2% | Reduced |
| Ashford Capital Management Inc | 230,803 | $4.29M | 0.55% | −17,400−7.0% | Reduced |
| Calamos Advisors LLC | 230,990 | $4.29M | 0.02% | 00.0% | Unchanged |
| Empirical Finance, LLC | 240,445 | $4.47M | 0.27% | +240,445 | New |
| National Asset Management, Inc. | 240,659 | $4.47M | 0.14% | −35,267−12.8% | Reduced |
| The PNC Financial Services Group, Inc. | 240,742 | $4.48M | 0.00% | −91,302−27.5% | Reduced |
| Capital Analysts, LLC | 242,198 | $4.50M | 0.17% | −5,250−2.1% | Reduced |
| Pin Oak Investment Advisors Inc | 242,848 | $4.51M | 3.44% | +2,179+0.9% | Added |
| Brookstone Capital Management | 244,204 | $4.54M | 0.07% | +18,375+8.1% | Added |
| Fayez Sarofim & Co | 245,013 | $4.55M | 0.01% | +60,957+33.1% | Added |
| PSI Advisors, LLC | 250,245 | $4.65M | 1.51% | −11,974−4.6% | Reduced |
| Anthracite Investment Company, Inc. | 251,000 | $4.67M | 2.92% | +69,000+37.9% | Added |
| Adell Harriman & Carpenter Inc | 255,933 | $4.76M | 0.36% | +9,854+4.0% | Added |
| Stratos Wealth Partners, LTD. | 257,349 | $4.78M | 0.07% | −55,423−17.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 257,618 | $4.79M | 0.00% | +39,024+17.9% | Added |
| Kovitz Investment Group Partners, LLC | 262,399 | $4.88M | 0.02% | −46,943−15.2% | Reduced |
| Bridges Investment Management Inc | 264,422 | $4.92M | 0.07% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 268,153 | $4.98M | 0.03% | +1,584+0.6% | Added |
| Baldwin Brothers Inc | 268,753 | $5.00M | 0.35% | −17,826−6.2% | Reduced |
| International Assets Investment Management, LLC | 269,886 | $5.02M | 0.44% | +9,392+3.6% | Added |
| Cresset Asset Management, LLC | 271,940 | $5.06M | 0.03% | −111,612−29.1% | Reduced |