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 1.02 Billion shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
14,358
shares
|
$244,229
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 14, 2025 Q3 2025 |
14,340
shares
|
$243,923
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
14,290
shares
|
$243,072
0.05% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
14,280
shares
|
$242,902
0.0% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
14,137
shares
|
$240,470
0.45% of portfolio
|
Q3 2023
Added 0.07%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 21, 2025 Q3 2025 |
14,072
shares
|
$239,364
0.12% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
14,050
shares
|
$238,990
0.06% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
14,002
shares
|
$238,174
0.02% of portfolio
|
Q3 2025
Reduced 15.14%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 05, 2025 Q3 2025 |
14,000
shares
|
$238,140
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
13,952
shares
|
$237,323
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
13,900
shares
|
$236,439
0.25% of portfolio
|
Q3 2025
Reduced 30.15%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
13,898
shares
|
$236,404
0.17% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
13,885
shares
|
$236,183
0.0% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
13,824
shares
|
$235,146
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
13,814
shares
|
$234,976
0.09% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
13,783
shares
|
$234,448
0.01% of portfolio
|
Q3 2025
Added 29.2%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
13,731
shares
|
$233,564
0.01% of portfolio
|
Q4 2021
Reduced 2.68%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
13,702
shares
|
$233,071
0.13% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
13,680
shares
|
$232,696
0.08% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
13,664
shares
|
$232,424
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
13,639
shares
|
$231,999
0.0% of portfolio
|
Q3 2025
Reduced 5.7%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
13,608
shares
|
$231,472
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
13,580
shares
|
$230,995
0.05% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
13,575
shares
|
$230,910
0.12% of portfolio
|
Q1 2025
Reduced 12.9%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
13,500
shares
|
$229,635
0.09% of portfolio
|
Q3 2023
Added 22.73%
|
|