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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, 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
1,215
+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.

Institutional holdersQ1 2025: 1,215 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 heldQ1 2025: $20.5B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q4 2024.

Institutions holding ET in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Madrona Financial Services, LLC12,810$238.1K0.07%00.0%Unchanged
Peak Planning Group, LLC12,816$238.2K0.10%+1,344+11.7%Added
Strategic Advocates LLC12,835$238.6K0.08%+2,035+18.8%Added
Mark Sheptoff Financial Planning, LLC12,960$240.9K0.13%+500+4.0%Added
Ruggaard & Associates LLC12,987$241.4K0.11%00.0%Unchanged
Main Street Financial Solutions, LLC12,988$241.4K0.02%−8,561−39.7%Reduced
Bradley Foster & Sargent Inc12,990$241.5K0.00%00.0%Unchanged
Sterling Capital Management LLC13,003$241.7K0.00%00.0%Unchanged
Shufro Rose & Co LLC13,028$242.2K0.02%00.0%Unchanged
Principal Street Partners, LLC13,071$243.0K0.05%00.0%Unchanged
Wolff Financial Management LLC13,150$244.0K0.07%+18+0.1%Added
Hobbs Group Advisors, LLC13,160$244.6K0.09%−702−5.1%Reduced
Pettinga Financial Advisors, LLC13,170$244.8K0.06%−14,612−52.6%Reduced
Resonant Capital Advisors, LLC13,180$245.0K0.02%00.0%Unchanged
Clifford Swan Investment Counsel LLC13,263$246.6K0.01%00.0%Unchanged
Euro Pacific Asset Management, LLC13,210$247.0K0.04%00.0%Unchanged
O'Dell Group, LLC13,300$247.2K0.06%00.0%Unchanged
LBMC Investment Advisors, LLC13,346$248.1K0.02%+13,346New
BCJ Capital Management, LLC13,428$249.6K0.02%+50.0%Added
HM Payson & Co13,442$249.9K0.00%00.0%Unchanged
USAdvisors Wealth Management, LLC13,500$250.0K0.09%00.0%Unchanged
Viawealth, LLC13,458$250.2K0.15%00.0%Unchanged
West Michigan Advisors, LLC13,467$250.4K0.08%+1,128+9.1%Added
McIntyre Freedman & Flynn Investment Advisers Inc13,490$250.8K0.18%−2,000−12.9%Reduced
First Heartland Consultants, Inc.13,535$251.6K0.03%+2,013+17.5%Added
Freedom Day Solutions, LLC13,551$251.9K0.08%+13,551New
Kiker Wealth Management, LLC13,575$252.4K0.17%−2,010−12.9%Reduced
Claudia M.P. Batlle, CRP (R) LLC13,632$253.4K0.06%+13,632New
Family Management Corp13,664$254.0K0.04%00.0%Unchanged
Shepherd Financial Partners LLC13,675$254.2K0.03%+215+1.6%Added
Smithfield Trust Co13,731$255.0K0.01%00.0%Unchanged
Simon Quick Advisors, LLC13,759$255.8K0.01%+3,579+35.2%Added
Capital Investment Advisory Services, LLC13,763$255.8K0.02%+167+1.2%Added
Mill Creek Capital Advisors, LLC13,767$255.9K0.01%−14,843−51.9%Reduced
Wealth Effects LLC13,814$256.8K0.11%00.0%Unchanged
Amplius Wealth Advisors, LLC13,848$257.4K0.03%−650−4.5%Reduced
Xcel Wealth Management, LLC13,900$258.4K0.08%+13,900New
Hemington Wealth Management13,952$259.0K0.04%00.0%Unchanged
Verdence Capital Advisors LLC13,958$259.5K0.02%+490+3.6%Added
Ulland Investment Advisors, LLC14,000$260.0K0.22%00.0%Unchanged
SOA Wealth Advisors, LLC.233,781$260.2K0.05%+231,860+12,069.8%Added
Perennial Investment Advisors, LLC14,039$261.0K0.03%+96+0.7%Added
AssuredPartners Investment Advisors, LLC14,096$262.1K0.05%+235+1.7%Added
Venturi Wealth Management, LLC14,109$262.3K0.01%00.0%Unchanged
Herold Advisors, Inc.14,127$262.6K0.06%+507+3.7%Added
American Money Management, LLC14,160$263.2K0.05%−300−2.1%Reduced
Delap Wealth Advisory, LLC14,171$263.4K0.15%+10+0.1%Added
Trueblood Wealth Management, LLC14,180$263.6K0.12%00.0%Unchanged
Peapack Gladstone Financial Corp14,264$265.0K0.00%−2,464−14.7%Reduced
PCG Wealth Advisors, LLC14,426$268.2K0.09%+1,304+9.9%Added
Real Talk Capital, LLC14,446$268.6K0.36%+439+3.1%Added
Modera Wealth Management, LLC14,464$268.9K0.00%+2,441+20.3%Added
Hollow Brook Wealth Management LLC14,470$269.0K0.08%00.0%Unchanged
WCG Wealth Advisors LLC14,488$269.3K0.02%00.0%Unchanged
Prossimo Advisors, LLC14,563$271.0K0.20%−1,413−8.8%Reduced
CFO4Life Group, LLC14,620$271.8K0.05%+46+0.3%Added
Tepp RIA, LLC14,679$272.9K0.37%+4,180+39.8%Added
Greatmark Investment Partners, Inc.14,712$273.5K0.04%+2,000+15.7%Added
Southland Equity Partners LLC14,722$273.7K0.06%00.0%Unchanged
Ellis Investment Partners, LLC14,734$273.9K0.06%+258+1.8%Added
Next Level Wealth Planning, LLC14,787$274.9K0.21%−500−3.3%Reduced
Tiaa Trust, National Association14,856$276.2K0.00%−846−5.4%Reduced
Sapient Capital LLC14,864$276.3K0.01%00.0%Unchanged
Armis Advisers, LLC14,869$276.4K0.03%+1,223+9.0%Added
WP Advisors, LLC15,067$280.1K0.09%+15,067New
Neville Rodie & Shaw Inc15,175$283.0K0.02%−10,206−40.2%Reduced
O'Brien Greene & Co. Inc15,268$283.8K0.10%−1,000−6.1%Reduced
First PREMIER Bank15,288$284.0K0.07%00.0%Unchanged
Sym Financial Corp15,341$285.2K0.04%00.0%Unchanged
Wealth Alliance15,373$285.8K0.03%+369+2.5%Added
Granite Group Advisors, LLC15,400$286.3K0.20%00.0%Unchanged
Symmetry Partners, LLC15,432$286.9K0.04%00.0%Unchanged
Taylor & Morgan Wealth Management, LLC15,515$288.4K0.22%+244+1.6%Added
Koshinski Asset Management, Inc.15,523$288.6K0.02%+920+6.3%Added
Regent Peak Wealth Advisors LLC15,540$288.9K0.07%00.0%Unchanged
Aveo Capital Partners, LLC17,126$289.3K0.05%−4,713−21.6%Reduced
Country Club Bank15,608$292.0K0.02%+1,962+14.4%Added
Disciplined Investors, L.L.C.15,716$292.2K0.26%+115+0.7%Added
KG&L Capital Management,LLC15,725$292.3K0.09%+200+1.3%Added
Bedel Financial Consulting, Inc.18,496$292.4K0.04%+63+0.3%Added
Naviter Wealth, LLC15,700$293.7K0.04%+15,700New
Rothschild Investment LLC15,912$295.8K0.02%+3,350+26.7%Added
L.M. Kohn & Company15,935$296.2K0.08%+136+0.9%Added
Mather Group, LLC.15,996$297.4K0.00%+60+0.4%Added
Consilium Wealth Advisory, LLC16,000$297.4K0.15%00.0%Unchanged
Sittner & Nelson, LLC16,100$299.3K0.13%00.0%Unchanged
Thrivent Financial for Lutherans16,122$300.0K0.00%−962−5.6%Reduced
Sound Income Strategies, LLC16,155$300.3K0.02%−595−3.6%Reduced
Mayflower Financial Advisors, LLC16,236$301.8K0.05%−200−1.2%Reduced
Core Wealth Partners LLC16,288$302.8K0.18%+1,000+6.5%Added
Navellier & Associates Inc18,800$304.4K0.04%+18,800New
Professional Financial Advisors, LLC16,401$304.9K0.08%00.0%Unchanged
Novare Capital Management LLC16,433$305.5K0.03%00.0%Unchanged
O'Shaughnessy Asset Management, LLC16,458$306.0K0.00%+4,368+36.1%Added
GDS Wealth Management16,560$307.9K0.03%00.0%Unchanged
Chancellor Financial Group WB LP16,597$308.5K0.26%+1,130+7.3%Added
Curated Wealth Partners LLC16,600$308.6K0.04%+1,000+6.4%Added
Pinnacle Financial Partners Inc16,831$312.9K0.01%−243−1.4%Reduced
Kavar Capital Partners Group, LLC16,900$314.2K0.05%00.0%Unchanged
Whalerock Point Partners, LLC16,900$314.2K0.07%+1,300+8.3%Added