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 1,407 institutions that hold shares in the stock, with a total of 1.05 Billion shares, which have been reported (via 13F filing form) to have a value of $17.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
176,252
shares
|
$3.02 Million
2.37% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
175,274
shares
|
$3 Million
0.17% of portfolio
|
Q2 2025
Added 392.94%
|
|
|
Terril Brothers, Inc.
|
Aug 04, 2025 Q2 2025 |
174,714
shares
|
$2.99 Million
1.3% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
172,696
shares
|
$2.96 Million
0.59% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
169,498
shares
|
$2.9 Million
0.72% of portfolio
|
Q2 2025
New holding
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
167,476
shares
|
$2.87 Million
0.13% of portfolio
|
Q3 2022
Reduced -0.0%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
167,058
shares
|
$2.86 Million
0.07% of portfolio
|
Q2 2025
Reduced 50.61%
|
|
|
Bruce Berkowitz
Fairholme Capital Management LLC | Miami, Fl
|
Aug 14, 2025 Q2 2025 |
166,600
shares
|
$2.85 Million
0.25% of portfolio
|
Q1 2025
Reduced 80.47%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Aug 05, 2025 Q2 2025 |
166,012
shares
|
$2.84 Million
4.84% of portfolio
|
Q2 2025
Reduced 12.7%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
165,499
shares
|
$2.83 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
163,540
shares
|
$2.8 Million
0.26% of portfolio
|
Q3 2023
Reduced 0.32%
|
|
|
Kornitzer Capital Management Inc
|
Jul 31, 2025 Q2 2025 |
162,600
shares
|
$2.79 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
161,574
shares
|
$2.77 Million
0.08% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
161,433
shares
|
$2.77 Million
0.0% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
160,296
shares
|
$2.75 Million
0.08% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
157,220
shares
|
$2.69 Million
1.38% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
156,592
shares
|
$2.68 Million
0.15% of portfolio
|
Q2 2025
Added 67.21%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
155,609
shares
|
$2.67 Million
0.15% of portfolio
|
Q2 2025
Added 19.09%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
154,998
shares
|
$2.66 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jul 24, 2025 Q2 2025 |
154,188
shares
|
$2.64 Million
0.6% of portfolio
|
Q2 2025
Added 10.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
151,956
shares
|
$2.6 Million
0.08% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
150,731
shares
|
$2.58 Million
0.03% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
149,000
shares
|
$2.55 Million
1.16% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jul 24, 2025 Q2 2025 |
148,461
shares
|
$2.54 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
147,859
shares
|
$2.53 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.01%
|