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 1,411 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 |
|---|---|---|---|---|---|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
41,302
shares
|
$702,547
0.2% of portfolio
|
Q4 2021
Added 17.3%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
41,056
shares
|
$698,362
0.35% of portfolio
|
Q4 2023
Reduced 0.36%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
41,024
shares
|
$697,818
0.09% of portfolio
|
Q4 2025
Added 0.24%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
40,979
shares
|
$697,052
0.06% of portfolio
|
Q3 2025
Added 41.41%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
40,800
shares
|
$694,008
0.0% of portfolio
|
Q3 2025
Added 18.6%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
40,778
shares
|
$693,633
0.01% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
40,760
shares
|
$693,327
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
40,500
shares
|
$688,905
0.4% of portfolio
|
Q3 2025
Added 58.82%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
40,461
shares
|
$688,241
0.04% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
40,414
shares
|
$687,442
0.01% of portfolio
|
Q3 2025
Reduced 21.58%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
40,379
shares
|
$686,846
0.07% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
40,274
shares
|
$685,060
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
39,969
shares
|
$679,872
0.21% of portfolio
|
Q3 2025
Reduced 12.34%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
39,920
shares
|
$679,039
0.09% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
39,845
shares
|
$677,763
0.01% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
39,840
shares
|
$677,678
0.05% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
39,585
shares
|
$673,340
0.01% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
39,450
shares
|
$671,044
0.1% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
39,213
shares
|
$667,013
0.09% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
39,205
shares
|
$666,877
1.75% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
39,156
shares
|
$666,043
0.23% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
39,115
shares
|
$665,346
0.26% of portfolio
|
Q2 2023
Reduced 8.77%
|
|
|
Samjo Capital LLC
|
Nov 14, 2023 Q3 2023 |
39,000
shares
|
$663,390
0.22% of portfolio
|
Q3 2023
New holding
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
38,903
shares
|
$661,740
0.43% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
38,848
shares
|
$660,804
0.02% of portfolio
|
Q3 2025
Reduced 20.06%
|
|