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 |
|---|---|---|---|---|---|
| Independent Wealth Network Inc. | 45,781 | $851.1K | 0.34% | −1,826−3.8% | Reduced |
| Farther Finance Advisors, LLC | 45,507 | $852.4K | 0.02% | +8,424+22.7% | Added |
| Transce3nd, LLC | 46,010 | $854.0K | 0.38% | −9,010−16.4% | Reduced |
| Thrive Wealth Management, LLC | 46,034 | $855.8K | 0.16% | −60.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 46,105 | $857.1K | 0.18% | −320−0.7% | Reduced |
| Pointe Capital Management LLC | 46,138 | $857.7K | 0.50% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 46,240 | $859.6K | 0.06% | +1,918+4.3% | Added |
| Morton Capital Management LLC | 46,382 | $862.2K | 0.17% | +593+1.3% | Added |
| Kingswood Wealth Advisors, LLC | 46,178 | $863.6K | 0.08% | −52,799−53.3% | Reduced |
| Chiron Capital Management, LLC | 46,661 | $867.4K | 0.79% | −21,775−31.8% | Reduced |
| TCTC Holdings, LLC | 47,098 | $875.6K | 0.03% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 47,300 | $879.3K | 0.03% | 00.0% | Unchanged |
| BancorpSouth Bank | 47,424 | $881.6K | 0.06% | +2,500+5.6% | Added |
| Bridgewater Advisors Inc. | 51,808 | $882.8K | 0.08% | +523+1.0% | Added |
| Custom Index Systems, LLC | 47,729 | $887.3K | 0.45% | −22,894−32.4% | Reduced |
| Moody National Bank Trust Division | 47,815 | $888.9K | 0.09% | 00.0% | Unchanged |
| one8zero8, LLC | 47,839 | $889.3K | 0.21% | +1,005+2.1% | Added |
| North Star Investment Management Corp. | 47,892 | $890.3K | 0.06% | +5,645+13.4% | Added |
| Kovack Advisors, Inc. | 48,117 | $894.5K | 0.09% | −14,235−22.8% | Reduced |
| LaSalle St. Investment Advisors, LLC | 48,192 | $895.0K | 0.21% | +7,542+18.6% | Added |
| Guggenheim Capital LLC | 48,219 | $896.4K | 0.01% | −5,922−10.9% | Reduced |
| Change Path, LLC | 48,417 | $900.1K | 0.03% | +180.0% | Added |
| MSH Capital Advisors LLC | 48,537 | $902.3K | 0.28% | +6,589+15.7% | Added |
| Talon Private Wealth, LLC | 48,722 | $905.7K | 0.12% | +767+1.6% | Added |
| Watts Gwilliam & Co., LLC | 48,732 | $905.9K | 0.20% | −17,800−26.8% | Reduced |
| Caitlin John, LLC | 48,793 | $907.1K | 0.89% | +17,664+56.7% | Added |
| Delos Wealth Advisors, LLC | 48,914 | $909.3K | 0.72% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 49,852 | $926.8K | 0.01% | +1,558+3.2% | Added |
| Advisor OS, LLC | 49,935 | $928.3K | 0.11% | +1,345+2.8% | Added |
| BLB&B Advisors, LLC | 50,051 | $930.4K | 0.05% | +1,000+2.0% | Added |
| Compass Financial Group, INC | 50,260 | $934.3K | 0.18% | +151+0.3% | Added |
| Synovus Financial Corp | 50,412 | $937.2K | 0.01% | −104−0.2% | Reduced |
| National Bank of Canada | 50,635 | $941.7K | 0.00% | −770,155−93.8% | Reduced |
| Gibraltar Capital Management, Inc. | 51,036 | $948.8K | 0.20% | +51,036 | New |
| MONECO Advisors, LLC | 51,342 | $954.5K | 0.10% | +4,125+8.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 51,426 | $956.0K | 0.00% | −643−1.2% | Reduced |
| Wellington Shields & Co., LLC | 51,722 | $961.5K | 0.30% | +195+0.4% | Added |
| EP Wealth Advisors, LLC | 52,285 | $972.0K | 0.01% | −1,041−2.0% | Reduced |
| Mission Wealth Management, LP | 52,981 | $984.9K | 0.02% | +953+1.8% | Added |
| Fiduciary Group LLC | 53,109 | $987.3K | 0.10% | +12,828+31.8% | Added |
| MRP Capital Investments, LLC | 53,408 | $992.9K | 0.93% | +49,802+1,381.1% | Added |
| First Manhattan Co | 53,707 | $998.4K | 0.00% | +53,707 | New |
| Samalin Investment Counsel, LLC | 53,805 | $1.00M | 0.41% | +1,960+3.8% | Added |
| EverSource Wealth Advisors, LLC | 55,602 | $1.03M | 0.06% | −641−1.1% | Reduced |
| Huntington National Bank | 55,680 | $1.04M | 0.01% | +220+0.4% | Added |
| Banco Santander, S.A. | 55,926 | $1.04M | 0.01% | +55,926 | New |
| Olistico Wealth, LLC | 56,123 | $1.04M | 0.65% | 00.0% | Unchanged |
| Nicholson Meyer Capital Management, Inc. | 56,424 | $1.05M | 0.96% | +56,424 | New |
| CWA Asset Management Group, LLC | 56,686 | $1.05M | 0.05% | +10,088+21.6% | Added |
| Avion Wealth | 53,860 | $1.05M | 0.27% | 00.0% | Unchanged |
| Holderness Investments Co | 56,827 | $1.06M | 0.25% | +105+0.2% | Added |
| Allworth Financial LP | 61,465 | $1.08M | 0.01% | +7,398+13.7% | Added |
| Summit Trail Advisors, LLC | 58,181 | $1.08M | 0.04% | +649+1.1% | Added |
| RSM US Wealth Management LLC | 58,444 | $1.09M | 0.02% | −2,332−3.8% | Reduced |
| PFG Advisors | 59,013 | $1.10M | 0.06% | +840+1.4% | Added |
| Nilsine Partners, LLC | 59,141 | $1.10M | 0.12% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 59,156 | $1.10M | 0.23% | −450−0.8% | Reduced |
| Morningstar Investment Management LLC | 59,337 | $1.10M | 0.09% | −158,855−72.8% | Reduced |
| NBC Securities, Inc. | 59,364 | $1.10M | 0.09% | +59,304+98,840.0% | Added |
| Rossmore Private Capital | – | $1.12M | 0.14% | – | – |
| LMG Wealth Partners, LLC | 60,143 | $1.12M | 0.25% | +265+0.4% | Added |
| Geneos Wealth Management Inc. | 60,634 | $1.13M | 0.04% | +1,837+3.1% | Added |
| HFG Advisors, Inc. | 60,662 | $1.13M | 0.96% | +3,967+7.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 60,674 | $1.13M | 0.06% | +18,715+44.6% | Added |
| PYA Waltman Capital, LLC | 60,676 | $1.13M | 0.35% | +21,678+55.6% | Added |
| Merit Financial Group, LLC | 60,977 | $1.13M | 0.02% | −6,015−9.0% | Reduced |
| IMC-Chicago, LLC | 62,068 | $1.15M | 0.04% | −78,436−55.8% | Reduced |
| Argent Advisors, Inc. | 62,268 | $1.16M | 0.39% | +7,800+14.3% | Added |
| Stockman Wealth Management, Inc. | 62,566 | $1.16M | 0.17% | +2,900+4.9% | Added |
| Anchor Investment Management, LLC | 63,655 | $1.18M | 0.11% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 63,700 | $1.18M | 0.34% | −16,060−20.1% | Reduced |
| Monetary Management Group Inc | 64,000 | $1.19M | 0.32% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 69,937 | $1.19M | 0.07% | −847,878−92.4% | Reduced |
| Jump Financial, LLC | 64,254 | $1.19M | 0.02% | −10,942−14.6% | Reduced |
| Retireful, LLC | 63,864 | $1.19M | 1.15% | +63,864 | New |
| Cullen Investment Group, Ltd. | 64,400 | $1.20M | 0.18% | +1,600+2.5% | Added |
| Hudson Value Partners, LLC | 64,775 | $1.20M | 0.45% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 65,025 | $1.21M | 0.37% | +1,500+2.4% | Added |
| Capital Advisory Group Advisory Services, LLC | 65,849 | $1.22M | 0.47% | −21,760−24.8% | Reduced |
| Private Wealth Partners, LLC | 66,500 | $1.24M | 0.10% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 66,646 | $1.24M | 0.40% | +90.0% | Added |
| CAPROCK Group, Inc. | 67,128 | $1.25M | 0.04% | +10,000+17.5% | Added |
| Burney Co | 67,353 | $1.25M | 0.05% | −265−0.4% | Reduced |
| Chesley Taft & Associates LLC | 67,686 | $1.26M | 0.06% | +100+0.1% | Added |
| SCP Investment, LP | 67,800 | $1.26M | 1.07% | +41,000+153.0% | Added |
| Cullen/Frost Bankers, Inc. | 68,059 | $1.27M | 0.02% | −697−1.0% | Reduced |
| Platform Technology Partners | 68,131 | $1.27M | 0.37% | +832+1.2% | Added |
| Bard Financial Services, Inc. | 68,250 | $1.27M | 0.16% | +12,500+22.4% | Added |
| Paragon Capital Management Ltd | 68,724 | $1.28M | 0.26% | 00.0% | Unchanged |
| Capital Advisors Inc | 69,148 | $1.29M | 0.03% | +7,663+12.5% | Added |
| TD Waterhouse Canada Inc. | 68,761 | $1.29M | 0.01% | +5,849+9.3% | Added |
| Stokes Family Office, LLC | 69,721 | $1.30M | 0.15% | +116+0.2% | Added |
| Meridian Wealth Advisors, LLC | 69,928 | $1.30M | 0.22% | +3,700+5.6% | Added |
| GFS Advisors, LLC | 70,000 | $1.30M | 0.26% | +10,000+16.7% | Added |
| Western Wealth Management, LLC | 70,072 | $1.30M | 0.09% | +1,539+2.2% | Added |
| Legacy Advisors, LLC | 70,512 | $1.31M | 0.14% | −3,192−4.3% | Reduced |
| Counterpoint Mutual Funds LLC | 70,577 | $1.31M | 0.19% | +70,577 | New |
| Founders Financial Securities LLC | 76,283 | $1.32M | 0.11% | −1,874−2.4% | Reduced |
| Keystone Financial Group | 71,166 | $1.32M | 0.13% | +71,166 | New |
| Addis & Hill, Inc | 71,999 | $1.34M | 0.93% | −654−0.9% | Reduced |