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 1,409 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 |
|---|---|---|---|---|---|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
12,846
shares
|
$218,510
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
12,831
shares
|
$218,255
0.01% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
12,796
shares
|
$217,659
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
12,794
shares
|
$217,625
0.18% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
12,785
shares
|
$217,472
0.0% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Community Trust & Investment CO
|
Oct 22, 2025 Q3 2025 |
12,673
shares
|
$215,567
0.01% of portfolio
|
Q3 2025
Added 16.49%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
12,640
shares
|
$215,006
0.18% of portfolio
|
Q3 2025
Reduced 45.31%
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
12,609
shares
|
$214,479
0.11% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
12,600
shares
|
$214,326
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
12,578
shares
|
$213,951
0.01% of portfolio
|
Q4 2023
Added 1.82%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 07, 2025 Q3 2025 |
12,534
shares
|
$213,203
0.02% of portfolio
|
Q1 2025
Reduced 28.52%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
12,529
shares
|
$213,118
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
12,500
shares
|
$212,625
0.02% of portfolio
|
Q2 2024
Reduced 7.78%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
12,476
shares
|
$212,216
0.01% of portfolio
|
Q3 2025
Added 224.98%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
12,397
shares
|
$210,872
0.05% of portfolio
|
Q3 2025
Added 16.44%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
12,360
shares
|
$210,243
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jeereddi Investments, LP
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
12,335
shares
|
$209,818
0.38% of portfolio
|
Q4 2022
New holding
|
|
|
Potentia Wealth
San Jose, CA |
Nov 12, 2025 Q3 2025 |
12,318
shares
|
$209,529
0.08% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
12,300
shares
|
$209,223
0.01% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
12,290
shares
|
$209,052
0.02% of portfolio
|
Q2 2024
Added 567.93%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
12,228
shares
|
$207,998
0.12% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
12,218
shares
|
$207,828
0.02% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Rydar Equities, Inc.
Weatherford, TX |
Oct 09, 2025 Q3 2025 |
12,186
shares
|
$207,283
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
12,173
shares
|
$207,062
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
12,157
shares
|
$206,790
0.09% of portfolio
|
Q3 2025
Added 2.27%
|
|