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 |
|---|---|---|---|---|---|
| Westwood Wealth Management | 17,400 | $323.5K | 0.14% | +1,900+12.3% | Added |
| Private Trust Co NA | 17,381 | $323.1K | 0.03% | 00.0% | Unchanged |
| Rinkey Investments | 17,376 | $323.0K | 0.10% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 17,363 | $322.8K | 0.05% | −608−3.4% | Reduced |
| Park Avenue Securities LLC | 17,324 | $322.0K | 0.00% | +5,216+43.1% | Added |
| AlphaStar Capital Management, LLC | 17,237 | $320.4K | 0.03% | +175+1.0% | Added |
| Potentia Wealth | 17,182 | $319.4K | 0.15% | +1,008+6.2% | Added |
| CapWealth Advisors, LLC | 17,125 | $318.4K | 0.03% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 17,120 | $318.3K | 0.03% | −300−1.7% | Reduced |
| Van Cleef Asset Management,Inc | 17,090 | $317.7K | 0.04% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 17,080 | $317.5K | 0.20% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 17,038 | $316.7K | 0.16% | +20.0% | Added |
| Leisure Capital Management | 17,000 | $316.0K | 0.13% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 16,913 | $314.4K | 0.06% | +143+0.9% | Added |
| Kavar Capital Partners Group, LLC | 16,900 | $314.2K | 0.05% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 16,900 | $314.2K | 0.07% | +1,300+8.3% | Added |
| Pinnacle Financial Partners Inc | 16,831 | $312.9K | 0.01% | −243−1.4% | Reduced |
| Curated Wealth Partners LLC | 16,600 | $308.6K | 0.04% | +1,000+6.4% | Added |
| Chancellor Financial Group WB LP | 16,597 | $308.5K | 0.26% | +1,130+7.3% | Added |
| GDS Wealth Management | 16,560 | $307.9K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 16,458 | $306.0K | 0.00% | +4,368+36.1% | Added |
| Novare Capital Management LLC | 16,433 | $305.5K | 0.03% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 16,401 | $304.9K | 0.08% | 00.0% | Unchanged |
| Navellier & Associates Inc | 18,800 | $304.4K | 0.04% | +18,800 | New |
| Core Wealth Partners LLC | 16,288 | $302.8K | 0.18% | +1,000+6.5% | Added |
| Mayflower Financial Advisors, LLC | 16,236 | $301.8K | 0.05% | −200−1.2% | Reduced |
| Sound Income Strategies, LLC | 16,155 | $300.3K | 0.02% | −595−3.6% | Reduced |
| Thrivent Financial for Lutherans | 16,122 | $300.0K | 0.00% | −962−5.6% | Reduced |
| Sittner & Nelson, LLC | 16,100 | $299.3K | 0.13% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 16,000 | $297.4K | 0.15% | 00.0% | Unchanged |
| Mather Group, LLC. | 15,996 | $297.4K | 0.00% | +60+0.4% | Added |
| L.M. Kohn & Company | 15,935 | $296.2K | 0.08% | +136+0.9% | Added |
| Rothschild Investment LLC | 15,912 | $295.8K | 0.02% | +3,350+26.7% | Added |
| Naviter Wealth, LLC | 15,700 | $293.7K | 0.04% | +15,700 | New |
| Bedel Financial Consulting, Inc. | 18,496 | $292.4K | 0.04% | +63+0.3% | Added |
| KG&L Capital Management,LLC | 15,725 | $292.3K | 0.09% | +200+1.3% | Added |
| Disciplined Investors, L.L.C. | 15,716 | $292.2K | 0.26% | +115+0.7% | Added |
| Country Club Bank | 15,608 | $292.0K | 0.02% | +1,962+14.4% | Added |
| Aveo Capital Partners, LLC | 17,126 | $289.3K | 0.05% | −4,713−21.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 15,540 | $288.9K | 0.07% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 15,523 | $288.6K | 0.02% | +920+6.3% | Added |
| Taylor & Morgan Wealth Management, LLC | 15,515 | $288.4K | 0.22% | +244+1.6% | Added |
| Symmetry Partners, LLC | 15,432 | $286.9K | 0.04% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 15,400 | $286.3K | 0.20% | 00.0% | Unchanged |
| Wealth Alliance | 15,373 | $285.8K | 0.03% | +369+2.5% | Added |
| Sym Financial Corp | 15,341 | $285.2K | 0.04% | 00.0% | Unchanged |
| First PREMIER Bank | 15,288 | $284.0K | 0.07% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 15,268 | $283.8K | 0.10% | −1,000−6.1% | Reduced |
| Neville Rodie & Shaw Inc | 15,175 | $283.0K | 0.02% | −10,206−40.2% | Reduced |
| WP Advisors, LLC | 15,067 | $280.1K | 0.09% | +15,067 | New |
| Armis Advisers, LLC | 14,869 | $276.4K | 0.03% | +1,223+9.0% | Added |
| Sapient Capital LLC | 14,864 | $276.3K | 0.01% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 14,856 | $276.2K | 0.00% | −846−5.4% | Reduced |
| Next Level Wealth Planning, LLC | 14,787 | $274.9K | 0.21% | −500−3.3% | Reduced |
| Ellis Investment Partners, LLC | 14,734 | $273.9K | 0.06% | +258+1.8% | Added |
| Southland Equity Partners LLC | 14,722 | $273.7K | 0.06% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 14,712 | $273.5K | 0.04% | +2,000+15.7% | Added |
| Tepp RIA, LLC | 14,679 | $272.9K | 0.37% | +4,180+39.8% | Added |
| CFO4Life Group, LLC | 14,620 | $271.8K | 0.05% | +46+0.3% | Added |
| Prossimo Advisors, LLC | 14,563 | $271.0K | 0.20% | −1,413−8.8% | Reduced |
| WCG Wealth Advisors LLC | 14,488 | $269.3K | 0.02% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 14,470 | $269.0K | 0.08% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 14,464 | $268.9K | 0.00% | +2,441+20.3% | Added |
| Real Talk Capital, LLC | 14,446 | $268.6K | 0.36% | +439+3.1% | Added |
| PCG Wealth Advisors, LLC | 14,426 | $268.2K | 0.09% | +1,304+9.9% | Added |
| Peapack Gladstone Financial Corp | 14,264 | $265.0K | 0.00% | −2,464−14.7% | Reduced |
| Trueblood Wealth Management, LLC | 14,180 | $263.6K | 0.12% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 14,171 | $263.4K | 0.15% | +10+0.1% | Added |
| American Money Management, LLC | 14,160 | $263.2K | 0.05% | −300−2.1% | Reduced |
| Herold Advisors, Inc. | 14,127 | $262.6K | 0.06% | +507+3.7% | Added |
| Venturi Wealth Management, LLC | 14,109 | $262.3K | 0.01% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 14,096 | $262.1K | 0.05% | +235+1.7% | Added |
| Perennial Investment Advisors, LLC | 14,039 | $261.0K | 0.03% | +96+0.7% | Added |
| SOA Wealth Advisors, LLC. | 233,781 | $260.2K | 0.05% | +231,860+12,069.8% | Added |
| Ulland Investment Advisors, LLC | 14,000 | $260.0K | 0.22% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 13,958 | $259.5K | 0.02% | +490+3.6% | Added |
| Hemington Wealth Management | 13,952 | $259.0K | 0.04% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 13,900 | $258.4K | 0.08% | +13,900 | New |
| Amplius Wealth Advisors, LLC | 13,848 | $257.4K | 0.03% | −650−4.5% | Reduced |
| Wealth Effects LLC | 13,814 | $256.8K | 0.11% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 13,767 | $255.9K | 0.01% | −14,843−51.9% | Reduced |
| Capital Investment Advisory Services, LLC | 13,763 | $255.8K | 0.02% | +167+1.2% | Added |
| Simon Quick Advisors, LLC | 13,759 | $255.8K | 0.01% | +3,579+35.2% | Added |
| Smithfield Trust Co | 13,731 | $255.0K | 0.01% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 13,675 | $254.2K | 0.03% | +215+1.6% | Added |
| Family Management Corp | 13,664 | $254.0K | 0.04% | 00.0% | Unchanged |
| Claudia M.P. Batlle, CRP (R) LLC | 13,632 | $253.4K | 0.06% | +13,632 | New |
| Kiker Wealth Management, LLC | 13,575 | $252.4K | 0.17% | −2,010−12.9% | Reduced |
| Freedom Day Solutions, LLC | 13,551 | $251.9K | 0.08% | +13,551 | New |
| First Heartland Consultants, Inc. | 13,535 | $251.6K | 0.03% | +2,013+17.5% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 13,490 | $250.8K | 0.18% | −2,000−12.9% | Reduced |
| West Michigan Advisors, LLC | 13,467 | $250.4K | 0.08% | +1,128+9.1% | Added |
| Viawealth, LLC | 13,458 | $250.2K | 0.15% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 13,500 | $250.0K | 0.09% | 00.0% | Unchanged |
| HM Payson & Co | 13,442 | $249.9K | 0.00% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 13,428 | $249.6K | 0.02% | +50.0% | Added |
| LBMC Investment Advisors, LLC | 13,346 | $248.1K | 0.02% | +13,346 | New |
| O'Dell Group, LLC | 13,300 | $247.2K | 0.06% | 00.0% | Unchanged |
| Euro Pacific Asset Management, LLC | 13,210 | $247.0K | 0.04% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 13,263 | $246.6K | 0.01% | 00.0% | Unchanged |