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, Q2 2026
Institutional positions in Energy Transfer LP as of Jun 30, 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
- 1,304
- +20 vs. Q1 2026
- Shares held
- 1.10B
- +24.2M (+2.2%) vs. Q1 2026
- Total value
- $21.1B
- +$265.0M (+1.3%) vs. Q1 2026
- New holders
- 93
- 545 more added
- Sold out
- 73
- 350 more reduced
20 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nicholson Meyer Capital Management, Inc. | 35,984 | $688.0K | 0.46% | −2,717−7.0% | Reduced |
| Strategic Financial Concepts, LLC | 36,119 | $690.6K | 0.21% | +2,337+6.9% | Added |
| Winebrenner Capital Management LLC | 36,289 | $693.8K | 0.42% | −2,646−6.8% | Reduced |
| Gsa Capital Partners LLP | 36,308 | $694.0K | 0.04% | +9,219+34.0% | Added |
| Essex Financial Services, Inc. | 36,396 | $695.9K | 0.03% | −233−0.6% | Reduced |
| Ancora Advisors, LLC | 36,417 | $696.3K | 0.01% | −1,335−3.5% | Reduced |
| Mallini Complete Financial Planning LLC | 36,655 | $700.8K | 0.50% | +105+0.3% | Added |
| Sound View Wealth Advisors Group, LLC | 37,156 | $710.4K | 0.04% | −9,127−19.7% | Reduced |
| Hilltop Wealth Advisors, LLC | 37,180 | $710.9K | 0.36% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 37,202 | $711.3K | 0.12% | +368+1.0% | Added |
| Stratos Wealth Advisors, LLC | 37,865 | $724.0K | 0.04% | +20+0.1% | Added |
| Whalerock Point Partners, LLC | 38,000 | $726.6K | 0.12% | +18,600+95.9% | Added |
| Canvas Wealth Advisors, LLC | 38,672 | $739.4K | 0.10% | +140.0% | Added |
| Kathmere Capital Management, LLC | 38,708 | $740.1K | 0.04% | −2,873−6.9% | Reduced |
| Chiron Capital Management, LLC | 38,795 | $741.8K | 0.67% | −815−2.1% | Reduced |
| Pointe Capital Management LLC | 39,008 | $745.8K | 0.33% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 39,055 | $746.7K | 0.02% | +126+0.3% | Added |
| Hurley Capital, LLC | 39,060 | $746.8K | 0.39% | +638+1.7% | Added |
| Miramontes Capital, LLC | 39,202 | $749.6K | 0.23% | −765−1.9% | Reduced |
| Transcendent Capital Group LLC | 39,402 | $753.4K | 0.29% | +5,000+14.5% | Added |
| JustInvest LLC | 39,638 | $757.9K | 0.01% | −1,721−4.2% | Reduced |
| Diversified Trust Co | 39,757 | $760.2K | 0.01% | −2,000−4.8% | Reduced |
| WealthTrust Axiom LLC | 39,784 | $760.7K | 0.17% | 00.0% | Unchanged |
| Samjo Management, LLC | 40,000 | $764.8K | 0.26% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 40,126 | $767.2K | 0.04% | +2,627+7.0% | Added |
| Lee Financial Co | 40,304 | $770.6K | 0.10% | +480+1.2% | Added |
| XML Financial, LLC | 40,336 | $771.2K | 0.06% | −1,305−3.1% | Reduced |
| Centaurus Financial, Inc. | 40,727 | $779.0K | 0.03% | +25,847+173.7% | Added |
| CWA Asset Management Group, LLC | 40,792 | $780.0K | 0.02% | −2,508−5.8% | Reduced |
| Stonebridge Financial Group, LLC | 41,124 | $786.0K | 0.11% | +41,124 | New |
| First United Bank Trust | 41,310 | $789.8K | 0.23% | +675+1.7% | Added |
| Bouchey Financial Group Ltd | 41,402 | $791.6K | 0.05% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 41,561 | $794.6K | 0.10% | +34+0.1% | Added |
| Marco Investment Management LLC | 41,571 | $794.8K | 0.05% | +2,664+6.8% | Added |
| Parkside Financial Bank & Trust | 41,638 | $796.1K | 0.05% | +412+1.0% | Added |
| Nwam LLC | 41,856 | $800.3K | 0.04% | +5,466+15.0% | Added |
| MMBG Investment Advisors Co. | 41,905 | $801.2K | 0.06% | 00.0% | Unchanged |
| BIP Wealth, LLC | 42,069 | $804.4K | 0.02% | +14,896+54.8% | Added |
| Allspring Global Investments Holdings, LLC | 42,277 | $806.4K | 0.00% | 00.0% | Unchanged |
| PDS Planning, Inc | 42,266 | $808.1K | 0.05% | +18,656+79.0% | Added |
| TCTC Holdings, LLC | 42,348 | $809.7K | 0.02% | +3,500+9.0% | Added |
| TMB Capital Partners, LLC | 42,553 | $813.6K | 0.25% | +382+0.9% | Added |
| Ballast, Inc. | 43,000 | $822.2K | 0.16% | +43,000 | New |
| Wellington Shields & Co., LLC | 43,103 | $824.1K | 0.18% | +300+0.7% | Added |
| Moody National Bank Trust Division | 43,365 | $829.1K | 0.07% | −29−0.1% | Reduced |
| Tocqueville Asset Management L.P. | 43,442 | $830.6K | 0.01% | −1,539−3.4% | Reduced |
| Wall Street Access Asset Management, LLC | 43,696 | $835.5K | 0.12% | −42,953−49.6% | Reduced |
| one8zero8, LLC | 43,834 | $838.1K | 0.17% | 00.0% | Unchanged |
| Hardy Reed LLC | 44,040 | $842.0K | 0.05% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 44,389 | $848.7K | 0.06% | +461+1.0% | Added |
| Principal Securities, Inc. | 44,483 | $850.5K | 0.01% | +15,104+51.4% | Added |
| Schulhoff & Co Inc | 44,625 | $853.2K | 0.34% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 45,068 | $861.7K | 0.08% | +14,795+48.9% | Added |
| Maia Wealth LLC | 45,209 | $864.4K | 0.13% | +339+0.8% | Added |
| Asset Allocation Strategies LLC | 45,234 | $864.9K | 0.13% | +738+1.7% | Added |
| Cullen/Frost Bankers, Inc. | 45,339 | $866.9K | 0.01% | +2,522+5.9% | Added |
| Oak Harvest Investment Services | 45,503 | $870.0K | 0.08% | −1,685−3.6% | Reduced |
| Waterfront Wealth Inc. | 42,385 | $871.0K | 0.13% | −1,991−4.5% | Reduced |
| KCM Investment Advisors LLC | 45,700 | $873.8K | 0.03% | 00.0% | Unchanged |
| Sunbeam Capital Management, LLC | 45,988 | $879.3K | 0.40% | +38+0.1% | Added |
| National Bank of Canada | 46,542 | $889.2K | 0.00% | −1,000−2.1% | Reduced |
| Advisor OS, LLC | 46,950 | $897.7K | 0.06% | −3,579−7.1% | Reduced |
| Adviser Investments LLC | 47,528 | $908.7K | 0.01% | 00.0% | Unchanged |
| Carl Stuart Investment Advisor, Inc | 47,698 | $912.0K | 0.37% | −7,200−13.1% | Reduced |
| BLB&B Advisors, LLC | 47,926 | $916.3K | 0.03% | −5,376−10.1% | Reduced |
| Vise Technologies, Inc. | 48,300 | $923.5K | 0.01% | +32,813+211.9% | Added |
| Freestone Capital Holdings, LLC | 49,708 | $950.4K | 0.02% | +26,934+118.3% | Added |
| StoneX Group Inc. | 49,785 | $951.9K | 0.04% | −7,111−12.5% | Reduced |
| Morton Capital Management LLC | 49,938 | $954.8K | 0.13% | +671+1.4% | Added |
| Kavar Capital Partners Group, LLC | 50,111 | $958.1K | 0.12% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 50,258 | $960.9K | 0.14% | −663−1.3% | Reduced |
| Parallel Advisors, LLC | 50,299 | $961.7K | 0.01% | −289−0.6% | Reduced |
| Transcend Wealth Collective, LLC | 50,338 | $962.5K | 0.07% | +173+0.3% | Added |
| Compass Financial Group, INC | 50,442 | $964.5K | 0.11% | +150.0% | Added |
| Triad Wealth Partners, LLC | 47,967 | $972.8K | 0.06% | +2,611+5.8% | Added |
| Meriwether Wealth & Planning, LLC | 51,011 | $975.3K | 0.48% | +625+1.2% | Added |
| Tred Avon Family Wealth, LLC | 51,231 | $979.5K | 0.30% | 00.0% | Unchanged |
| Corsicana & Co. | 51,240 | $979.7K | 0.47% | +400+0.8% | Added |
| Flagship Harbor Advisors, LLC | 51,356 | $981.9K | 0.04% | +1,184+2.4% | Added |
| Benjamin Edwards Inc | 51,659 | $987.7K | 0.01% | −65−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 51,741 | $989.3K | 0.03% | −1,151−2.2% | Reduced |
| Ausdal Financial Partners, Inc. | 51,886 | $992.1K | 0.04% | −1,026−1.9% | Reduced |
| Assetmark, Inc | 51,893 | $992.2K | 0.00% | +38,788+296.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 52,041 | $995.0K | 0.00% | −500−1.0% | Reduced |
| Fund Advisors of America Inc | 52,111 | $996.4K | 0.90% | +641+1.2% | Added |
| HFG Advisors, Inc. | 52,334 | $1.00M | 0.62% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 52,782 | $1.01M | 0.03% | −448−0.8% | Reduced |
| Capital Square, LLC | 51,369 | $1.01M | 0.44% | +9,901+23.9% | Added |
| Talon Private Wealth, LLC | 53,343 | $1.02M | 0.12% | +888+1.7% | Added |
| Wealthspire Advisors, LLC | 53,380 | $1.02M | 0.01% | +27,089+103.0% | Added |
| Avidian Wealth Solutions, LLC | 53,755 | $1.03M | 0.03% | −51,695−49.0% | Reduced |
| Samalin Investment Counsel, LLC | 53,841 | $1.03M | 0.33% | +757+1.4% | Added |
| Diversified Enterprises, LLC | 53,923 | $1.03M | 0.05% | 00.0% | Unchanged |
| ZEGA Investments, LLC | 54,433 | $1.04M | 0.17% | −1,746−3.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 54,593 | $1.04M | 0.02% | +5,086+10.3% | Added |
| Perigon Wealth Management, LLC | 54,676 | $1.05M | 0.02% | +2,256+4.3% | Added |
| Cornerstone Wealth Management, LLC | 54,757 | $1.05M | 0.04% | +637+1.2% | Added |
| Emissary Wealth LLC | 54,835 | $1.05M | 0.80% | −1,798−3.2% | Reduced |
| Lavelle Capital LP | 55,239 | $1.06M | 0.54% | +818+1.5% | Added |
| Heritage Wealth Management, Inc. | 55,314 | $1.06M | 0.26% | −562−1.0% | Reduced |