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 |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
98,594
shares
|
$1.69 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
98,489
shares
|
$1.69 Million
0.17% of portfolio
|
Q1 2025
Reduced 25.93%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
98,295
shares
|
$1.68 Million
0.1% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
98,039
shares
|
$1.68 Million
0.49% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
98,006
shares
|
$1.68 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
97,439
shares
|
$1.67 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
97,312
shares
|
$1.67 Million
0.09% of portfolio
|
Q2 2025
Reduced 64.73%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
97,154
shares
|
$1.66 Million
0.26% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
96,987
shares
|
$1.66 Million
0.04% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
95,356
shares
|
$1.63 Million
0.2% of portfolio
|
Q2 2023
Added 60.16%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
95,022
shares
|
$1.63 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
94,962
shares
|
$1.63 Million
0.06% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
94,155
shares
|
$1.61 Million
0.08% of portfolio
|
Q1 2025
Reduced 17.66%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
94,101
shares
|
$1.61 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
94,050
shares
|
$1.61 Million
0.86% of portfolio
|
Q2 2025
Added 370.25%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
93,788
shares
|
$1.61 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
93,741
shares
|
$1.61 Million
0.03% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
91,689
shares
|
$1.57 Million
0.06% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
90,000
shares
|
$1.54 Million
0.19% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 24, 2025 Q2 2025 |
89,615
shares
|
$1.54 Million
1.13% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Jul 29, 2025 Q2 2025 |
89,500
shares
|
$1.53 Million
1.37% of portfolio
|
Q2 2025
Reduced 18.26%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
88,145
shares
|
$1.51 Million
0.06% of portfolio
|
Q2 2025
Added 26.03%
|
|
|
Griffin Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
87,289
shares
|
$1.5 Million
0.19% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
87,225
shares
|
$1.49 Million
0.74% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
87,087
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
Added 62.15%
|