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 1,389 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 $18.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
57,686
shares
|
$999,698
0.58% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
56,827
shares
|
$984,811
0.25% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
56,100
shares
|
$972,212
0.09% of portfolio
|
Q2 2025
Added 71.04%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
55,926
shares
|
$969,197
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
55,680
shares
|
$964,934
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
55,602
shares
|
$963,582
0.06% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Jul 16, 2025 Q2 2025 |
54,985
shares
|
$952,890
0.62% of portfolio
|
Q2 2025
Reduced 47.81%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
53,987
shares
|
$935,594
0.02% of portfolio
|
Q1 2024
Added 13.19%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
53,860
shares
|
$933,393
0.27% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
53,805
shares
|
$932,440
0.43% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
53,802
shares
|
$932,388
0.05% of portfolio
|
Q2 2025
Reduced 36.69%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
53,707
shares
|
$930,742
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
53,408
shares
|
$925,560
0.93% of portfolio
|
Q1 2025
Added 1381.09%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
53,109
shares
|
$920,378
0.1% of portfolio
|
Q1 2025
Added 31.85%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
52,981
shares
|
$918,160
0.02% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
52,285
shares
|
$906,099
0.01% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
51,808
shares
|
$897,832
0.08% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
51,722
shares
|
$896,342
0.31% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
51,439
shares
|
$891,437
0.03% of portfolio
|
Q2 2023
Reduced 18.37%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
51,426
shares
|
$891,212
0.0% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
51,318
shares
|
$889,340
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Gibraltar Capital Management, Inc.
|
Apr 29, 2025 Q1 2025 |
51,036
shares
|
$884,453
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
50,840
shares
|
$881,057
0.47% of portfolio
|
Q2 2021
New holding
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
50,692
shares
|
$878,492
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
50,635
shares
|
$877,504
0.0% of portfolio
|
Q1 2025
Reduced 93.83%
|