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 |
|---|---|---|---|---|---|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
12,631
shares
|
$216,369
0.13% of portfolio
|
Q2 2025
Added 8.78%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
12,578
shares
|
$215,461
0.01% of portfolio
|
Q4 2023
Added 1.82%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Aug 04, 2025 Q2 2025 |
12,567
shares
|
$215,272
0.09% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Aug 05, 2025 Q2 2025 |
12,534
shares
|
$214,707
0.02% of portfolio
|
Q1 2025
Reduced 28.52%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
12,514
shares
|
$214,364
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
12,500
shares
|
$214,125
0.02% of portfolio
|
Q2 2024
Reduced 7.78%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
12,432
shares
|
$212,960
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
12,427
shares
|
$212,874
0.01% of portfolio
|
Q2 2025
Added 92.79%
|
|
|
Jeereddi Investments, LP
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
12,335
shares
|
$211,298
0.38% of portfolio
|
Q4 2022
New holding
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
12,300
shares
|
$210,699
0.01% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
12,293
shares
|
$210,579
0.02% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
12,290
shares
|
$210,527
0.02% of portfolio
|
Q2 2024
Added 567.93%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
12,116
shares
|
$207,547
0.05% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
First Trust Capital Management L.P.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,027
shares
|
$206,022
0.03% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
12,004
shares
|
$205,628
0.07% of portfolio
|
Q4 2018
Added 23.75%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
11,999
shares
|
$205,542
0.15% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Jul 30, 2025 Q2 2025 |
11,887
shares
|
$203,624
0.11% of portfolio
|
Q1 2024
Reduced 33.54%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
11,869
shares
|
$203,315
0.02% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Alpine Woods Capital Investors, LLC
|
Jul 28, 2025 Q2 2025 |
11,850
shares
|
$202,990
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
11,796
shares
|
$202,065
0.07% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
11,752
shares
|
$201,311
0.07% of portfolio
|
Q2 2025
Added 18.98%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
11,751
shares
|
$201,294
0.1% of portfolio
|
Q2 2025
Reduced 47.16%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
11,695
shares
|
$200,335
0.04% of portfolio
|
Q2 2022
Added 4.74%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
11,609
shares
|
$198,862
0.01% of portfolio
|
Q2 2025
Reduced 28.14%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
11,605
shares
|
$198,793
0.06% of portfolio
|
Q2 2025
Added 1.59%
|