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 |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
30,239
shares
|
$517,994
0.01% of portfolio
|
Q2 2025
Added 28.75%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
30,213
shares
|
$517,548
0.0% of portfolio
|
Q2 2025
Added 24.29%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
30,200
shares
|
$517,325
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
30,044
shares
|
$514,653
0.04% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
30,001
shares
|
$513,917
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
30,000
shares
|
$513,899
0.14% of portfolio
|
Q2 2024
Reduced 11.76%
|
|
|
Jbf Capital, Inc.
Aspen, CO |
Aug 08, 2025 Q2 2025 |
30,000
shares
|
$513,899
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Corient Ia LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
30,000
shares
|
$513,899
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
29,989
shares
|
$513,711
0.07% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
29,934
shares
|
$512,769
0.11% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
29,712
shares
|
$508,966
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
29,691
shares
|
$508,606
0.3% of portfolio
|
Q2 2025
Added 742175.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
29,632
shares
|
$507,596
0.01% of portfolio
|
Q2 2025
Added 43.62%
|
|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
29,611
shares
|
$507,236
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
29,573
shares
|
$506,585
0.05% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
29,527
shares
|
$505,797
0.04% of portfolio
|
Q2 2025
Added 6.8%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
29,322
shares
|
$502,285
0.01% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
29,117
shares
|
$498,774
0.19% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Spring Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
29,000
shares
|
$496,770
0.28% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
28,979
shares
|
$496,410
0.05% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
28,972
shares
|
$496,290
0.04% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
28,842
shares
|
$494,063
0.12% of portfolio
|
Q2 2023
Reduced 1.67%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
28,833
shares
|
$493,909
0.24% of portfolio
|
Q2 2025
Added 34.92%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
28,794
shares
|
$493,241
0.16% of portfolio
|
Q4 2023
Added 10.16%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
28,745
shares
|
$492,401
0.02% of portfolio
|
Q2 2025
Added 0.01%
|