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 |
|---|---|---|---|---|---|
|
Wall Street Access Asset Management, LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
86,649
shares
|
$1.48 Million
0.55% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
86,211
shares
|
$1.48 Million
0.05% of portfolio
|
Q2 2025
Reduced 60.47%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
86,178
shares
|
$1.48 Million
0.26% of portfolio
|
Q2 2022
Added 2.37%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
85,916
shares
|
$1.47 Million
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
85,916
shares
|
$1.47 Million
0.77% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
85,623
shares
|
$1.47 Million
0.15% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
85,579
shares
|
$1.47 Million
0.15% of portfolio
|
Q2 2025
Added 20.25%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
85,402
shares
|
$1.46 Million
0.15% of portfolio
|
Q4 2022
Reduced 0.62%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
85,396
shares
|
$1.46 Million
0.03% of portfolio
|
Q1 2023
Added 13.01%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
85,318
shares
|
$1.46 Million
0.15% of portfolio
|
Q1 2025
Reduced 18.28%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
85,184
shares
|
$1.46 Million
0.15% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
84,937
shares
|
$1.45 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jul 29, 2025 Q2 2025 |
84,064
shares
|
$1.44 Million
0.83% of portfolio
|
Q2 2025
Reduced 21.48%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
83,042
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
82,383
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Penbrook Management LLC
|
Jul 25, 2025 Q2 2025 |
82,340
shares
|
$1.41 Million
1.19% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
82,034
shares
|
$1.41 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
80,936
shares
|
$1.39 Million
0.25% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
Enhancing Capital LLC
|
Jul 11, 2025 Q2 2025 |
80,640
shares
|
$1.38 Million
1.12% of portfolio
|
Q4 2021
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
80,626
shares
|
$1.38 Million
0.07% of portfolio
|
Q1 2025
Added 13.04%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
79,618
shares
|
$1.36 Million
0.17% of portfolio
|
Q2 2025
Added 76.07%
|
|
|
Albert D Mason Inc
|
Jul 29, 2025 Q2 2025 |
79,438
shares
|
$1.36 Million
1.25% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Ninepoint Partners LP
|
Aug 05, 2025 Q2 2025 |
78,832
shares
|
$1.35 Million
0.27% of portfolio
|
Q4 2024
Added 30.87%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
78,459
shares
|
$1.34 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
78,059
shares
|
$1.34 Million
0.1% of portfolio
|
Q2 2025
Added 62.99%
|