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 1,412 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 |
|---|---|---|---|---|---|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
61,350
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2025
Added 9.36%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
61,303
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2025
Added 60.6%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
60,809
shares
|
$1.03 Million
0.28% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
60,486
shares
|
$1.03 Million
0.19% of portfolio
|
Q2 2025
Added 18.52%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
60,131
shares
|
$1.02 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
60,000
shares
|
$1.02 Million
0.28% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
59,671
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
59,544
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Added 90.92%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
59,537
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
59,035
shares
|
$1 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
59,029
shares
|
$1 Million
0.16% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
58,886
shares
|
$1 Million
0.35% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
58,774
shares
|
$999,745
0.72% of portfolio
|
Q3 2025
Added 15.53%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
57,320
shares
|
$975,013
0.02% of portfolio
|
Q3 2025
Added 36.48%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
56,873
shares
|
$967,409
0.07% of portfolio
|
Q3 2025
Reduced 22.49%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
56,776
shares
|
$965,759
0.0% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
56,246
shares
|
$956,744
0.45% of portfolio
|
Q4 2025
Reduced 2.5%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
55,586
shares
|
$945,517
0.04% of portfolio
|
Q3 2025
Reduced 11.18%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
55,552
shares
|
$944,939
0.0% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
55,137
shares
|
$937,880
0.03% of portfolio
|
Q4 2025
Reduced 65.85%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
55,090
shares
|
$937,080
0.04% of portfolio
|
Q3 2025
Reduced 19.06%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
54,984
shares
|
$935,277
0.34% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
54,712
shares
|
$930,651
0.13% of portfolio
|
Q3 2025
Added 53.44%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
54,553
shares
|
$927,946
0.01% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
53,987
shares
|
$918,318
0.02% of portfolio
|
Q1 2024
Added 13.19%
|
|