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 2026
Institutional positions in Energy Transfer LP as of Mar 31, 2026. 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
- 1,303
- +56 vs. Q4 2025
- Shares held
- 1.08B
- +71.7M (+7.1%) vs. Q4 2025
- Total value
- $20.9B
- +$4.22B (+25.3%) vs. Q4 2025
- New holders
- 130
- 536 more added
- Sold out
- 74
- 333 more reduced
14 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 56,321 | $1.09M | 0.02% | +27,815+97.6% | Added |
| Olistico Wealth, LLC | 56,246 | $1.09M | 0.54% | 00.0% | Unchanged |
| ZEGA Investments, LLC | 56,179 | $1.08M | 0.21% | +140.0% | Added |
| RFG Advisory, LLC | 55,909 | $1.08M | 0.02% | +3,158+6.0% | Added |
| Heritage Wealth Management, Inc. | 55,876 | $1.08M | 0.53% | +40+0.1% | Added |
| Bridgewater Advisors Inc. | 52,830 | $1.06M | 0.06% | +20.0% | Added |
| Carl Stuart Investment Advisor, Inc | 54,898 | $1.06M | 0.46% | +54,898 | New |
| Lavelle Capital LP | 54,421 | $1.05M | 0.65% | +510+0.9% | Added |
| Cornerstone Wealth Management, LLC | 54,120 | $1.04M | 0.05% | +426+0.8% | Added |
| Diversified Enterprises, LLC | 53,923 | $1.04M | 0.06% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 53,680 | $1.04M | 0.05% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 53,547 | $1.03M | 0.13% | +53,547 | New |
| Diversify Advisory Services, LLC | 52,202 | $1.03M | 0.16% | −38,270−42.3% | Reduced |
| BLB&B Advisors, LLC | 53,302 | $1.03M | 0.04% | +4,251+8.7% | Added |
| Belpointe Asset Management LLC | 53,230 | $1.03M | 0.04% | +345+0.7% | Added |
| Samalin Investment Counsel, LLC | 53,084 | $1.02M | 0.36% | +791+1.5% | Added |
| Ausdal Financial Partners, Inc. | 52,912 | $1.02M | 0.05% | −2,146−3.9% | Reduced |
| EverSource Wealth Advisors, LLC | 52,892 | $1.02M | 0.03% | +3,710+7.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 52,541 | $1.01M | 0.00% | +1,640+3.2% | Added |
| Talon Private Wealth, LLC | 52,455 | $1.01M | 0.13% | +52,455 | New |
| Perigon Wealth Management, LLC | 52,420 | $1.01M | 0.02% | +7,785+17.4% | Added |
| HFG Advisors, Inc. | 52,334 | $1.01M | 0.71% | −17,118−24.6% | Reduced |
| Benjamin Edwards Inc | 51,724 | $998.3K | 0.01% | −128,274−71.3% | Reduced |
| Fund Advisors of America Inc | 51,470 | $993.4K | 1.01% | −6,016−10.5% | Reduced |
| SRS Capital Advisors, Inc. | 51,314 | $990.4K | 0.03% | +116+0.2% | Added |
| Tred Avon Family Wealth, LLC | 51,231 | $988.8K | 0.33% | −455−0.9% | Reduced |
| Insigneo Advisory Services, LLC | 51,163 | $987.4K | 0.07% | +38,270+296.8% | Added |
| Wealth Alliance Advisory Group, LLC | 50,921 | $982.8K | 0.16% | +1,825+3.7% | Added |
| WCG Wealth Advisors LLC | 50,874 | $981.9K | 0.03% | +1,865+3.8% | Added |
| Parallel Advisors, LLC | 50,588 | $976.4K | 0.02% | −1,898−3.6% | Reduced |
| Advisor OS, LLC | 50,529 | $975.2K | 0.07% | +2,377+4.9% | Added |
| Compass Financial Group, INC | 50,427 | $973.2K | 0.14% | +175+0.3% | Added |
| Meriwether Wealth & Planning, LLC | 50,386 | $972.5K | 0.53% | −1,000−1.9% | Reduced |
| Flagship Harbor Advisors, LLC | 50,172 | $968.3K | 0.04% | +1,830+3.8% | Added |
| Transcend Wealth Collective, LLC | 50,165 | $968.2K | 0.08% | +490+1.0% | Added |
| Kavar Capital Partners Group, LLC | 50,111 | $967.1K | 0.12% | +33,211+196.5% | Added |
| TRB Wealth Management, LLC | 50,000 | $965.0K | 0.14% | +50,000 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 49,507 | $955.5K | 0.02% | +9,821+24.7% | Added |
| Morton Capital Management LLC | 49,267 | $950.9K | 0.14% | +700+1.4% | Added |
| TD Waterhouse Canada Inc. | 50,098 | $950.3K | 0.00% | +31,509+169.5% | Added |
| Corsicana & Co. | 50,840 | $945.1K | 0.60% | −400−0.8% | Reduced |
| Mattern Wealth Management LLC | 48,772 | $941.3K | 0.18% | +2,000+4.3% | Added |
| Elemental Capital Partners LLC | 48,439 | $934.9K | 0.40% | +48,439 | New |
| National Philanthropic Trust | 47,634 | $919.3K | 0.01% | +5,310+12.5% | Added |
| Adviser Investments LLC | 47,528 | $917.3K | 0.01% | −1,409−2.9% | Reduced |
| National Bank of Canada | 47,542 | $916.4K | 0.00% | +13,915+41.4% | Added |
| Oak Harvest Investment Services | 47,188 | $910.7K | 0.10% | +1,428+3.1% | Added |
| Thrive Wealth Management, LLC | 47,094 | $908.9K | 0.14% | +60+0.1% | Added |
| Excelsior Advisor Network LLC | 46,708 | $901.5K | 0.34% | +46,708 | New |
| IFG Advisory, LLC | 46,441 | $896.3K | 2.57% | +8,465+22.3% | Added |
| Sound View Wealth Advisors Group, LLC | 46,283 | $893.3K | 0.06% | −333−0.7% | Reduced |
| Sunbeam Capital Management, LLC | 45,950 | $886.8K | 0.51% | +93+0.2% | Added |
| KCM Investment Advisors LLC | 45,700 | $882.0K | 0.03% | −1,300−2.8% | Reduced |
| Triad Wealth Partners, LLC | 45,356 | $875.4K | 0.07% | −1,153−2.5% | Reduced |
| Matrix Private Capital Group LLC | 45,243 | $873.2K | 0.42% | +5,200+13.0% | Added |
| Change Path, LLC | 45,021 | $868.9K | 0.02% | +3,364+8.1% | Added |
| Tocqueville Asset Management L.P. | 44,981 | $868.1K | 0.01% | +15,425+52.2% | Added |
| Maia Wealth LLC | 44,870 | $866.0K | 0.15% | +959+2.2% | Added |
| Schulhoff & Co Inc | 44,625 | $861.3K | 0.35% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 44,496 | $858.8K | 0.15% | +765+1.7% | Added |
| Waterfront Wealth Inc. | 44,376 | $856.5K | 0.16% | +100.0% | Added |
| Hardy Reed LLC | 44,040 | $850.0K | 0.06% | 00.0% | Unchanged |
| Larson Financial Group LLC | 43,893 | $847.1K | 0.03% | −1,779−3.9% | Reduced |
| one8zero8, LLC | 43,834 | $846.0K | 0.19% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 43,394 | $837.5K | 0.08% | +277+0.6% | Added |
| CWA Asset Management Group, LLC | 43,300 | $835.7K | 0.03% | −1,781−4.0% | Reduced |
| Delos Wealth Advisors, LLC | 42,841 | $826.8K | 0.47% | −19,202−30.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 42,817 | $826.4K | 0.01% | −2,857−6.3% | Reduced |
| Wellington Shields & Co., LLC | 42,803 | $826.1K | 0.21% | −1,000−2.3% | Reduced |
| Fiduciary Alliance LLC | 43,928 | $821.9K | 0.05% | −1,691−3.7% | Reduced |
| TMB Capital Partners, LLC | 42,171 | $813.9K | 0.27% | +405+1.0% | Added |
| MMBG Investment Advisors Co. | 41,905 | $808.8K | 0.07% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 42,277 | $806.4K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 41,757 | $805.9K | 0.01% | 00.0% | Unchanged |
| XML Financial, LLC | 41,641 | $803.7K | 0.06% | −4,996−10.7% | Reduced |
| Kathmere Capital Management, LLC | 41,581 | $802.5K | 0.05% | +41,581 | New |
| Noesis Capital Mangement Corp | 41,527 | $801.5K | 0.12% | +35+0.1% | Added |
| JustInvest LLC | 41,359 | $798.2K | 0.01% | +1,558+3.9% | Added |
| Parkside Financial Bank & Trust | 41,226 | $795.7K | 0.06% | +367+0.9% | Added |
| Mission Wealth Management, LP | 41,025 | $791.8K | 0.02% | −100−0.2% | Reduced |
| Capital Square, LLC | 41,468 | $791.2K | 0.36% | +18,930+84.0% | Added |
| Bouchey Financial Group Ltd | 41,402 | $790.4K | 0.06% | 00.0% | Unchanged |
| First United Bank Trust | 40,635 | $784.3K | 0.25% | +699+1.8% | Added |
| Signal Advisors Wealth, LLC | 40,508 | $781.8K | 0.05% | +40,508 | New |
| Samjo Management, LLC | 40,000 | $772.0K | 0.33% | 00.0% | Unchanged |
| Miramontes Capital, LLC | 39,967 | $771.4K | 0.27% | +8,928+28.8% | Added |
| Lee Financial Co | 39,824 | $768.6K | 0.11% | −3,790−8.7% | Reduced |
| WealthTrust Axiom LLC | 39,784 | $767.8K | 0.19% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 39,610 | $764.5K | 0.78% | +39,610 | New |
| Avantax Planning Partners, Inc. | 39,362 | $759.7K | 0.02% | +5,392+15.9% | Added |
| First Financial Bankshares Inc | 39,119 | $755.0K | 0.02% | +39,119 | New |
| Pointe Capital Management LLC | 39,008 | $752.9K | 0.37% | 00.0% | Unchanged |
| Winebrenner Capital Management LLC | 38,935 | $751.4K | 0.48% | +32+0.1% | Added |
| Kovitz Investment Group Partners, LLC | 38,929 | $751.3K | 0.02% | −4,435−10.2% | Reduced |
| Marco Investment Management LLC | 38,907 | $750.9K | 0.06% | +572+1.5% | Added |
| Tradition Wealth Management, LLC | 38,906 | $750.9K | 0.05% | +4,327+12.5% | Added |
| Savant Capital, LLC | 38,869 | $750.2K | 0.00% | +6,648+20.6% | Added |
| TCTC Holdings, LLC | 38,848 | $749.8K | 0.02% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 38,702 | $747.0K | 0.18% | −4,252−9.9% | Reduced |
| Nicholson Meyer Capital Management, Inc. | 38,701 | $746.9K | 0.57% | −6,500−14.4% | Reduced |