Institutional Ownership Energy Transfer LP (ET)
This table provides information about the institutional ownership of Energy Transfer LP (ET). We have compiled data on the 1,386 institutions that hold shares in the stock, with a total of 1.06 Billion shares, which have been reported (via 13F filing form) to have a value of $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
167,476
shares
|
$2.94 Million
0.13% of portfolio
|
Q3 2022
Reduced -0.0%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
166,982
shares
|
$2.93 Million
0.08% of portfolio
|
Q1 2025
Added 28.62%
|
|
|
Bruce Berkowitz
Fairholme Capital Management LLC | Miami, Fl
|
May 15, 2025 Q1 2025 |
166,600
shares
|
$2.92 Million
0.25% of portfolio
|
Q1 2025
Reduced 80.47%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
165,499
shares
|
$2.9 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
165,068
shares
|
$2.9 Million
0.14% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
163,540
shares
|
$2.87 Million
0.26% of portfolio
|
Q3 2023
Reduced 0.32%
|
|
|
Kornitzer Capital Management Inc
|
May 02, 2025 Q1 2025 |
162,600
shares
|
$2.85 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Kercheville Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
159,850
shares
|
$2.8 Million
1.21% of portfolio
|
Q1 2025
Added 16.55%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
159,071
shares
|
$2.79 Million
1.09% of portfolio
|
Q1 2025
Added 205.03%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
158,908
shares
|
$2.79 Million
0.13% of portfolio
|
Q1 2025
Added 11.87%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
157,349
shares
|
$2.76 Million
0.0% of portfolio
|
Q1 2025
Reduced 32.33%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
157,220
shares
|
$2.76 Million
1.69% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
156,387
shares
|
$2.74 Million
0.09% of portfolio
|
Q1 2025
Added 40.35%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
155,628
shares
|
$2.73 Million
0.13% of portfolio
|
Q1 2025
Added 20.37%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
155,259
shares
|
$2.72 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
154,998
shares
|
$2.72 Million
1.22% of portfolio
|
Q4 2024
New holding
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
154,476
shares
|
$2.71 Million
0.01% of portfolio
|
Q1 2025
Added 24.39%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
May 20, 2025 Q1 2025 |
150,170
shares
|
$2.63 Million
0.35% of portfolio
|
Q1 2025
Reduced 68.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
149,978
shares
|
$2.63 Million
0.09% of portfolio
|
Q1 2025
Added 24.33%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
149,763
shares
|
$2.63 Million
0.01% of portfolio
|
Q1 2025
Reduced 48.76%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
149,367
shares
|
$2.62 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
149,058
shares
|
$2.61 Million
0.12% of portfolio
|
Q2 2024
Added 2.15%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
149,000
shares
|
$2.61 Million
1.16% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
146,807
shares
|
$2.57 Million
0.1% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
144,850
shares
|
$2.54 Million
0.08% of portfolio
|
Q2 2025
Added 14.29%
|