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
- 1,214
- +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 | 1,304 | $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, 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 |
|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | 313,048 | $5.82M | 0.13% | +4,771+1.5% | Added |
| Capital Investment Advisors, LLC | 310,320 | $5.77M | 0.11% | +42,955+16.1% | Added |
| Castleark Management LLC | 306,800 | $5.70M | 0.20% | −53,510−14.9% | Reduced |
| DCF Advisers, LLC | 300,500 | $5.59M | 3.00% | +300,500 | New |
| Granby Capital Management, LLC | 300,000 | $5.58M | 3.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 298,634 | $5.55M | 0.42% | −5,018−1.7% | Reduced |
| Enclave Advisors LLC | 288,474 | $5.36M | 0.92% | −4,850−1.7% | Reduced |
| Old North State Wealth Management, LLC | 284,304 | $5.29M | 2.94% | −8,632−2.9% | Reduced |
| Hilltop Holdings Inc. | 283,866 | $5.28M | 0.33% | +613+0.2% | Added |
| VestGen Advisors, LLC | 282,885 | $5.26M | 0.24% | +282,885 | New |
| Goldentree Asset Management LP | 281,949 | $5.24M | 0.41% | +281,949 | New |
| Northern Right Capital Management, L.P. | 277,999 | $5.17M | 2.11% | 00.0% | Unchanged |
| Colony Group, LLC | 275,698 | $5.13M | 0.01% | +11,126+4.2% | Added |
| Knollwood Investment Advisory, LLC | 275,100 | $5.11M | 0.57% | −900−0.3% | Reduced |
| Cresset Asset Management, LLC | 271,940 | $5.06M | 0.03% | −111,612−29.1% | Reduced |
| International Assets Investment Management, LLC | 269,886 | $5.02M | 0.44% | +9,392+3.6% | Added |
| Baldwin Brothers Inc | 268,753 | $5.00M | 0.35% | −17,826−6.2% | Reduced |
| Bahl & Gaynor Inc | 268,153 | $4.98M | 0.03% | +1,584+0.6% | Added |
| Bridges Investment Management Inc | 264,422 | $4.92M | 0.07% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 262,399 | $4.88M | 0.02% | −46,943−15.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 257,618 | $4.79M | 0.00% | +39,024+17.9% | Added |
| Stratos Wealth Partners, LTD. | 257,349 | $4.78M | 0.07% | −55,423−17.7% | Reduced |
| Adell Harriman & Carpenter Inc | 255,933 | $4.76M | 0.36% | +9,854+4.0% | Added |
| Anthracite Investment Company, Inc. | 251,000 | $4.67M | 2.92% | +69,000+37.9% | Added |
| PSI Advisors, LLC | 250,245 | $4.65M | 1.51% | −11,974−4.6% | Reduced |
| Fayez Sarofim & Co | 245,013 | $4.55M | 0.01% | +60,957+33.1% | Added |
| Brookstone Capital Management | 244,204 | $4.54M | 0.07% | +18,375+8.1% | Added |
| Pin Oak Investment Advisors Inc | 242,848 | $4.51M | 3.44% | +2,179+0.9% | Added |
| Capital Analysts, LLC | 242,198 | $4.50M | 0.17% | −5,250−2.1% | Reduced |
| The PNC Financial Services Group, Inc. | 240,742 | $4.48M | 0.00% | −91,302−27.5% | Reduced |
| National Asset Management, Inc. | 240,659 | $4.47M | 0.14% | −35,267−12.8% | Reduced |
| Empirical Finance, LLC | 240,445 | $4.47M | 0.27% | +240,445 | New |
| Calamos Advisors LLC | 230,990 | $4.29M | 0.02% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 230,803 | $4.29M | 0.55% | −17,400−7.0% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 229,936 | $4.27M | 3.66% | −7,691−3.2% | Reduced |
| Cullen Capital Management LLC | 228,496 | $4.25M | 0.05% | −52,508−18.7% | Reduced |
| American Assets Investment Management, LLC | 225,800 | $4.20M | 0.37% | 00.0% | Unchanged |
| PFG Investments, LLC | 222,144 | $4.13M | 0.26% | −23,544−9.6% | Reduced |
| J.W. Cole Advisors, Inc. | 218,978 | $4.07M | 0.13% | +130,339+147.0% | Added |
| IFP Advisors, Inc | 218,067 | $4.05M | 0.12% | −416,402−65.6% | Reduced |
| Kestra Private Wealth Services, LLC | 216,314 | $4.02M | 0.07% | +38,792+21.9% | Added |
| Crescent Grove Advisors, LLC | 214,659 | $3.99M | 0.42% | −153,382−41.7% | Reduced |
| Kingsview Wealth Management, LLC | 213,531 | $3.97M | 0.07% | −54,509−20.3% | Reduced |
| Cercano Management LLC | 209,295 | $3.89M | 0.11% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 209,148 | $3.89M | 2.16% | −3,466−1.6% | Reduced |
| MML Investors Services, LLC | 208,440 | $3.88M | 0.01% | +83,354+66.6% | Added |
| 180 Wealth Advisors, LLC | 207,285 | $3.85M | 0.61% | −603−0.3% | Reduced |
| Sentinel Trust Co Lba | 207,000 | $3.85M | 0.45% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 206,527 | $3.84M | 0.07% | −262,700−56.0% | Reduced |
| SEI Investments Co | 206,449 | $3.84M | 0.00% | −37,764−15.5% | Reduced |
| ProShare Advisors LLC | 206,442 | $3.84M | 0.01% | −23,582−10.3% | Reduced |
| CoreCap Advisors, LLC | 199,861 | $3.72M | 0.16% | +2,039+1.0% | Added |
| Icon Wealth Advisors, LLC | 199,838 | $3.71M | 0.31% | +14,224+7.7% | Added |
| Monticello Wealth Management, LLC | 198,790 | $3.70M | 0.31% | +3,431+1.8% | Added |
| Mutual Advisors, LLC | 211,754 | $3.70M | 0.11% | +16,189+8.3% | Added |
| Van Eck Associates Corp | 196,416 | $3.65M | 0.00% | +35,887+22.4% | Added |
| Fortem Financial Group, LLC | 195,450 | $3.63M | 1.41% | −10,422−5.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 194,196 | $3.61M | 0.72% | −9,728−4.8% | Reduced |
| Oppenheimer Asset Management Inc. | 193,704 | $3.60M | 0.04% | +534+0.3% | Added |
| CFM Wealth Partners LLC | 193,150 | $3.59M | 0.63% | +12,666+7.0% | Added |
| Keybank National Association | 193,149 | $3.59M | 0.01% | −4,832−2.4% | Reduced |
| Lavaca Capital LLC | 192,800 | $3.58M | 1.63% | 00.0% | Unchanged |
| Ieq Capital, LLC | 192,435 | $3.58M | 0.03% | −19,097−9.0% | Reduced |
| Avantax Advisory Services, Inc. | 190,415 | $3.54M | 0.02% | +7,632+4.2% | Added |
| Corps Capital Advisors, LLC | 190,152 | $3.53M | 3.72% | +1,000+0.5% | Added |
| Rollins Financial Advisors, LLC | 189,842 | $3.53M | 0.61% | +29,133+18.1% | Added |
| Basso Capital Management, L.P. | 188,500 | $3.50M | 2.98% | 00.0% | Unchanged |
| Inscription Capital, LLC | 221,559 | $3.49M | 0.58% | +221,559 | New |
| Huntleigh Advisors, Inc. | 186,836 | $3.47M | 0.58% | −52,919−22.1% | Reduced |
| HB Wealth Management, LLC | 185,760 | $3.45M | 0.03% | +33,231+21.8% | Added |
| Howard Financial Services, Ltd. | 182,047 | $3.38M | 0.46% | +415+0.2% | Added |
| First Dallas Securities Inc. | 181,899 | $3.38M | 1.41% | +3,145+1.8% | Added |
| Pinnacle Holdings, LLC | 181,626 | $3.38M | 1.28% | −1,730−0.9% | Reduced |
| Valeo Financial Advisors, LLC | 180,926 | $3.36M | 0.09% | −74,601−29.2% | Reduced |
| Redwood Wealth Management Group, LLC | 179,917 | $3.34M | 1.70% | −2,587−1.4% | Reduced |
| Aurora Private Wealth, Inc. | 178,935 | $3.33M | 2.66% | +2,481+1.4% | Added |
| Silvercrest Asset Management Group LLC | 176,331 | $3.28M | 0.02% | +27,658+18.6% | Added |
| Finer Wealth Management, Inc. | 175,770 | $3.27M | 1.96% | +3,133+1.8% | Added |
| Botty Investors LLC | 175,715 | $3.27M | 1.07% | +1,477+0.8% | Added |
| Terril Brothers, Inc. | 174,714 | $3.25M | 1.54% | −4,202−2.3% | Reduced |
| Black Swift Group, LLC | 174,265 | $3.24M | 0.73% | +142,265+444.6% | Added |
| Sunbelt Securities, Inc. | 172,952 | $3.22M | 0.29% | −4,862−2.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 171,226 | $3.18M | 0.63% | +1,970+1.2% | Added |
| Concurrent Investment Advisors, LLC | 166,982 | $3.10M | 0.08% | +37,156+28.6% | Added |
| Fairholme Capital Management LLC | 166,600 | $3.10M | 0.25% | −686,300−80.5% | Reduced |
| Segall Bryant & Hamill, LLC | 165,499 | $3.08M | 0.05% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 165,068 | $3.07M | 0.13% | +4,390+2.7% | Added |
| Kornitzer Capital Management Inc | 162,600 | $3.02M | 0.06% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 159,850 | $2.97M | 1.21% | +22,700+16.6% | Added |
| Plan Group Financial, LLC | 159,071 | $2.96M | 1.06% | +106,921+205.0% | Added |
| TCG Advisory Services, LLC | 158,908 | $2.95M | 0.12% | +16,865+11.9% | Added |
| Franklin Resources Inc | 157,349 | $2.93M | 0.00% | −75,164−32.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 157,220 | $2.92M | 1.69% | −6,660−4.1% | Reduced |
| Cary Street Partners Financial LLC | 156,387 | $2.91M | 0.09% | +44,961+40.4% | Added |
| Level Four Advisory Services, LLC | 155,628 | $2.89M | 0.12% | +26,334+20.4% | Added |
| IHT Wealth Management, LLC | 155,259 | $2.89M | 0.09% | −10,353−6.3% | Reduced |
| Texas Bank & Trust Co | 154,998 | $2.88M | 1.22% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 154,476 | $2.87M | 0.01% | +30,286+24.4% | Added |
| Bluefin Capital Management, LLC | 150,170 | $2.79M | 2.24% | +150,170 | New |
| Harbour Investments, Inc. | 149,978 | $2.79M | 0.08% | +29,346+24.3% | Added |