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 |
|---|---|---|---|---|---|
|
Private Capital Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
850,047
shares
|
$14.6 Million
1.92% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
838,941
shares
|
$14.4 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Dividend Assets Capital, LLC
|
Aug 14, 2025 Q2 2025 |
820,742
shares
|
$14.1 Million
2.73% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
815,646
shares
|
$14 Million
0.94% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
804,031
shares
|
$13.8 Million
0.18% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
803,530
shares
|
$13.8 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Cna Financial Corp
Chicago, IL |
Aug 14, 2025 Q2 2025 |
800,000
shares
|
$13.7 Million
8.4% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
789,108
shares
|
$13.5 Million
0.02% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
784,442
shares
|
$13.4 Million
0.08% of portfolio
|
Q2 2025
Added 40.29%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
778,455
shares
|
$13.3 Million
4.35% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
777,462
shares
|
$13.3 Million
0.07% of portfolio
|
Q2 2023
Reduced 24.8%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
766,893
shares
|
$13.1 Million
0.82% of portfolio
|
Q4 2023
Reduced 2.17%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
755,652
shares
|
$12.9 Million
0.11% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
746,817
shares
|
$12.8 Million
0.08% of portfolio
|
Q2 2025
Added 14.17%
|
|
|
Alden Global Capital LLC
West Palm Beach, FL |
Aug 14, 2025 Q2 2025 |
744,513
shares
|
$12.8 Million
8.56% of portfolio
|
Q2 2025
Added 17.8%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
736,012
shares
|
$12.6 Million
0.03% of portfolio
|
Q3 2023
Reduced 17.9%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
712,827
shares
|
$12.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
709,786
shares
|
$12.2 Million
0.01% of portfolio
|
Q2 2025
Added 90.18%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
703,587
shares
|
$12.1 Million
1.51% of portfolio
|
Q2 2025
Added 9.53%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Aug 12, 2025 Q2 2025 |
700,000
shares
|
$12 Million
0.33% of portfolio
|
Q1 2025
Added 27.27%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
694,053
shares
|
$11.9 Million
0.03% of portfolio
|
Q2 2025
Added 11.16%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
690,000
shares
|
$11.8 Million
0.15% of portfolio
|
Q2 2025
Added 31.43%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
689,035
shares
|
$11.8 Million
0.1% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
688,464
shares
|
$11.8 Million
0.28% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
686,163
shares
|
$11.8 Million
0.2% of portfolio
|
Q2 2025
Reduced 19.29%
|