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 |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
108,404
shares
|
$1.84 Million
0.07% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
107,880
shares
|
$1.84 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
107,794
shares
|
$1.83 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.61%
|
|
|
Springhouse Capital Management, LP
Westport, CT |
Aug 14, 2023 Q2 2023 |
107,700
shares
|
$1.83 Million
3.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
105,003
shares
|
$1.79 Million
0.14% of portfolio
|
Q3 2025
Added 150.25%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
103,153
shares
|
$1.75 Million
0.43% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
103,000
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.88%
|
|
|
Kirr Marbach & CO LLC
|
Oct 14, 2025 Q3 2025 |
102,573
shares
|
$1.74 Million
0.34% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
102,300
shares
|
$1.74 Million
0.55% of portfolio
|
Q2 2025
Reduced 31.88%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
102,167
shares
|
$1.74 Million
0.19% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
101,966
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2025
Reduced 63.61%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
101,960
shares
|
$1.73 Million
0.03% of portfolio
|
Q3 2025
Reduced 14.78%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
101,747
shares
|
$1.73 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
101,353
shares
|
$1.72 Million
0.23% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
101,006
shares
|
$1.72 Million
0.01% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
100,979
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Ariston Services Group
San Diego, CA |
Oct 28, 2025 Q3 2025 |
100,683
shares
|
$1.71 Million
1.04% of portfolio
|
Q2 2025
Added 126.72%
|
|
|
Taconic Capital Advisors LP
New York, NY |
Nov 14, 2025 Q3 2025 |
100,000
shares
|
$1.7 Million
0.75% of portfolio
|
Q4 2021
New holding
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
99,802
shares
|
$1.7 Million
0.23% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
99,771
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Sanders Morris Harris LLC
|
Oct 06, 2025 Q3 2025 |
99,398
shares
|
$1.69 Million
0.25% of portfolio
|
Q3 2025
Added 60.42%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
98,594
shares
|
$1.68 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
98,489
shares
|
$1.68 Million
0.17% of portfolio
|
Q1 2025
Reduced 25.93%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
98,295
shares
|
$1.67 Million
0.1% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
97,987
shares
|
$1.67 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.02%
|
|