ENTERPRISE PRODS PARTNERS L (EPD)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
83
Reporting holders
$489.1M
Reported value
0.0%
Calls
0.0%
Puts
-1,517
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Hamlin Capital Management, LLC | $169.4M | 4,757,411 | 4.20% | 32q | -0.7%-$1.2M |
| CHICKASAW CAPITAL MANAGEMENT LLC | $162.6M | 4,564,870 | 5.83% | 32q | -3.4%-$5.8M |
| TETRAD CORP | $39.2M | 1,100,000 | 3.77% | 78q | HELD |
| Private Capital Advisors, Inc. | $18.8M | 528,493 | 1.63% | 32q | HELD |
| Allen Mooney & Barnes Investment Advisors LLC | $16.4M | 461,834 | 2.45% | 19q | +0.6%+$103.2K |
| Adams Asset Advisors, LLC | $14.2M | 398,768 | 1.44% | 32q | HELD |
| CoreCap Advisors, LLC | $6.9M | 192,743 | 0.20% | 9q | +15.2%+$903.7K |
| SAPIENT CAPITAL LLC | $4.4M | 123,925 | 0.06% | 12q | -52.3%-$4.8M |
| DOLIVER ADVISORS, LP | $3.9M | 108,513 | 0.84% | 32q | -8.4%-$356.1K |
| Valeo Financial Advisors, LLC | $3.3M | 91,511 | 0.07% | 32q | -1.9%-$62.7K |
| Applied Capital LLC/FL | $3.0M | 85,199 | 1.21% | 14q | +0.9%+$27.2K |
| Venture Visionary Partners LLC | $3.0M | 84,596 | 0.08% | 23q | +206.9%+$2.0M |
| Farther Finance Advisors, LLC | $2.7M | 75,188 | 0.02% | 16q | HELD |
| Avidian Wealth Enterprises, LLC | $2.5M | 70,940 | 0.07% | 29q | -1.3%-$33.0K |
| HWG Holdings LP | $2.5M | 70,557 | 0.58% | 20q | HELD |
| Planning Strategies Inc. | $2.4M | 68,501 | 1.44% | 2q | HELD |
| GP Brinson Investments LLC | $2.3M | 65,909 | 1.00% | 23q | HELD |
| MOODY NATIONAL BANK TRUST DIVISION | $1.7M | 49,077 | 0.14% | 32q | +4.9%+$81.9K |
| Apella Capital, LLC | $1.6M | 42,028 | 0.02% | 3q | +4.5%+$66.4K |
| GILPIN WEALTH MANAGEMENT, LLC | $1.5M | 42,144 | 1.01% | 4q | HELD |
| Galvin, Gaustad & Stein, LLC | $1.5M | 41,460 | 0.11% | 19q | -2.4%-$36.1K |
| AMERICAN NATIONAL BANK & TRUST | $1.4M | 39,521 | 0.13% | 12q | HELD |
| Overbrook Management Corp | $1.4M | 38,241 | 0.21% | 11q | HELD |
| VISTA INVESTMENT PARTNERS LLC | $1.1M | 30,097 | 0.28% | 12q | HELD |
| Olistico Wealth, LLC | $977.2K | 27,442 | 0.41% | 16q | HELD |
| Crumly & Associates Inc. | $973.8K | 27,346 | 0.17% | 24q | -18.7%-$224.0K |
| Wedmont Private Capital | $956.6K | 26,029 | 0.02% | 20q | -6.3%-$64.0K |
| Tactive Advisors, LLC | $887.8K | 24,932 | 0.21% | 9q | +2.2%+$18.7K |
| Wealth Enhancement Trust Services, Inc. | $811.1K | 22,776 | 0.09% | 4q | -50.5%-$829.0K |
| Stokes Capital Advisors, LLC | $807.2K | 22,668 | 0.18% | 32q | HELD |
| EPIQ PARTNERS, LLC | $778.4K | 21,860 | 0.34% | 28q | HELD |
| Koenig Investment Advisory, LLC | $755.6K | 21,218 | 0.55% | 4q | -4.4%-$34.7K |
| Investors Research Corp | $752.1K | 21,121 | 0.13% | 25q | HELD |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $749.4K | 21,044 | 0.45% | 16q | HELD |
| Castleview Partners, LLC | $676.6K | 19,000 | 0.30% | 21q | HELD |
| Everhart Financial Group, Inc. | $615.5K | 17,285 | 0.04% | 2q | +155.2%+$374.4K |
| Sound Income Strategies, LLC | $585.8K | 15,940 | 0.03% | 32q | -0.8%-$4.9K |
| Paragon Capital Management Ltd | $534.1K | 15,000 | 0.10% | 8q | HELD |
| CHAPIN DAVIS, INC. | $493.6K | 13,862 | 0.09% | 16q | HELD |
| RHODES INVESTMENT ADVISORS INC /ADV | $472.4K | 13,265 | 0.33% | 4q | -2.2%-$10.7K |
| Douglas Lane & Associates, LLC | $461.3K | 12,954 | 0.01% | 32q | -3.6%-$17.4K |
| ARMSTRONG ADVISORY GROUP, INC | $456.9K | 12,830 | 0.03% | 16q | +0.6%+$2.9K |
| TOTH FINANCIAL ADVISORY CORP | $434.1K | 12,190 | 0.04% | 32q | HELD |
| First Heartland Consultants, Inc. | $428.5K | 12,033 | 0.03% | 26q | +0.9%+$4.0K |
| Attessa Capital LLC | $406.4K | 11,412 | 0.17% | 2q | HELD |
| Norman Fields, Gottscho Capital Management, LLC | $380.7K | 10,690 | 0.12% | 32q | HELD |
| ATWOOD & PALMER INC | $367.5K | 10,319 | 0.02% | 32q | +15.5%+$49.4K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $342.2K | 9,609 | 0.22% | 8q | -5.8%-$21.0K |
| Violich Capital Management, Inc. | $340.1K | 9,550 | 0.04% | 19q | HELD |
| Atlas Brown,Inc. | $328.0K | 9,212 | 0.09% | 21q | HELD |
| Emergent Wealth Advisors, LLC | $324.1K | 9,100 | 0.17% | 12q | HELD |
| Bank of New Hampshire | $321.7K | 9,035 | 0.07% | 22q | HELD |
| Coastline Trust Co | $316.9K | 8,900 | 0.03% | 32q | HELD |
| YHB Investment Advisors, Inc. | $308.2K | 8,656 | 0.02% | 19q | +2.5%+$7.5K |
| Dickmeyer Boyce Financial Management, Inc. | $304.4K | 8,548 | 0.16% | 3q | +6.2%+$17.8K |
| Mallini Complete Financial Planning LLC | $291.2K | 8,177 | 0.20% | 8q | HELD |
| Acropolis Investment Management, LLC | $275.4K | 7,734 | 0.01% | 5q | -50.7%-$283.4K |
| Breakwater Capital Group | $273.4K | 7,679 | 0.03% | 12q | HELD |
| Cadent Capital Advisors, LLC | $258.2K | 7,251 | 0.06% | 11q | +0.8%+$2.0K |
| BOS Asset Management, LLC | $239.1K | 6,715 | 0.06% | 4q | +5.3%+$12.1K |
| Exchange Bank | $238.6K | 6,701 | 0.15% | 5q | HELD |
| Roxbury Financial LLC | $223.8K | 6,285 | 0.17% | 8q | +1.5%+$3.2K |
| FINANCIAL MANAGEMENT NETWORK INC | $219.8K | 6,074 | 0.03% | 3q | +0.6%+$1.2K |
| Worth Asset Management, LLC | $219.5K | 6,164 | 0.06% | 5q | +1.0%+$2.3K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $213.7K | 6,000 | 0.05% | new | NEW |
| Dominguez Wealth Management Solutions, Inc. | $210.1K | 5,900 | 0.12% | 3q | HELD |
| RFG - Bristol Wealth Advisors, LLC | $208.6K | 5,857 | 0.05% | 3q | +0.7%+$1.4K |
| Hiley Hunt Wealth Management | $208.0K | 5,842 | 0.08% | 3q | HELD |
| FIRST COMMUNITY TRUST NA | $176.6K | 4,960 | 0.06% | 17q | HELD |
| Versant Capital Management, Inc | $138.6K | 3,893 | 0.01% | 12q | +1.4%+$1.9K |
| ELEVATION WEALTH PARTNERS, LLC | $128.0K | 3,594 | 0.04% | 15q | +1.4%+$1.8K |
| Byrne Asset Management LLC | $99.9K | 2,800 | 0.06% | 20q | HELD |
| Horrell Capital Management, Inc. | $89.0K | 2,500 | 0.05% | 32q | HELD |
| Hickory Point Bank & Trust | $78.3K | 2,200 | 0.05% | 3q | HELD |
| EASTERN BANK | $76.6K | 2,150 | 0.00% | 9q | HELD |
| Davis Capital Management | $51.4K | 1,443 | 0.03% | 13q | HELD |
| BURKETT FINANCIAL SERVICES, LLC | $45.5K | 1,276 | 0.01% | 12q | +1.4% |
| General Partner, Inc. | $44.5K | 1,250 | 0.02% | 15q | HELD |
| Bullock Wealth Management Group | $38.5K | 1,080 | 0.02% | 11q | HELD |
| Rosenberg Matthew Hamilton | $22.2K | 624 | 0.00% | 9q | HELD |
| Sarver Vrooman Wealth Advisors | $10.7K | 300 | 0.01% | 3q | HELD |
| Bangor Savings Bank | $8.8K | 246 | 0.00% | 14q | HELD |
| NEVILLE RODIE & SHAW INC | $1.4K | 38,116 | 0.09% | 32q | HELD |
| GK Wealth Management LLC | $795 | 22 | 0.00% | new | NEW |
| CX Institutional | $194 | 5,453 | 0.01% | 7q | +26.5% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-02 | 13D/A | Randa Duncan Williams INDIVIDUALwith 5 co-filers | 32.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 83 | $489.1M | 13,732,069 | 2 | 22 | 16 | 0.0% |
| Q2 2026 | 1,600 | $21.1B | 552,962,280 | 79 | 472 | 378 | 3.5% |
| Q1 2026 | 1,620 | $21.5B | 550,027,005 | 180 | 432 | 444 | 3.5% |
| Q4 2025 | 1,502 | $18.1B | 548,955,754 | 87 | 433 | 362 | 3.1% |
| Q3 2025 | 1,438 | $17.8B | 553,365,795 | 68 | 459 | 346 | 2.5% |
| Q2 2025 | 1,448 | $17.8B | 557,889,451 | 74 | 470 | 357 | 2.7% |
| Q1 2025 | 1,487 | $19.7B | 562,432,039 | 110 | 470 | 361 | 3.1% |
| Q4 2024 | 1,454 | $18.5B | 566,327,594 | 88 | 451 | 341 | 3.6% |
| Q3 2024 | 1,362 | $17.2B | 572,120,538 | 86 | 437 | 323 | 3.2% |
| Q2 2024 | 1,331 | $17.2B | 572,209,027 | 67 | 424 | 335 | 3.1% |
| Q1 2024 | 1,329 | $17.8B | 593,580,143 | 102 | 417 | 356 | 2.9% |
| Q4 2023 | 1,289 | $16.1B | 592,556,012 | 68 | 388 | 326 | 3.2% |
| Q3 2023 | 1,227 | $16.3B | 578,507,873 | 73 | 387 | 294 | 3.1% |
| Q2 2023 | 1,212 | $15.8B | 581,509,272 | 70 | 359 | 320 | 2.7% |
| Q1 2023 | 1,189 | $16.6B | 598,136,599 | 88 | 370 | 301 | 2.7% |
| Q4 2022 | 1,175 | $14.9B | 598,462,255 | 79 | 386 | 256 | 3.4% |
| Q3 2022 | 1,131 | $14.3B | 580,533,070 | 58 | 403 | 244 | 3.2% |
| Q2 2022 | 1,148 | $14.8B | 586,945,288 | 56 | 370 | 273 | 3.4% |
| Q1 2022 | 1,163 | $16.0B | 598,146,534 | 123 | 390 | 265 | 3.3% |
| Q4 2021 | 1,115 | $13.8B | 601,851,106 | 59 | 320 | 343 | 4.0% |
| Q3 2021 | 1,053 | $13.1B | 587,557,388 | 61 | 370 | 288 | 3.1% |
| Q2 2021 | 1,080 | $15.3B | 620,564,963 | 87 | 369 | 286 | 2.3% |
| Q1 2021 | 1,037 | $14.2B | 628,174,441 | 84 | 337 | 308 | 2.9% |
| Q4 2020 | 1,016 | $13.5B | 655,443,842 | 74 | 277 | 347 | 4.6% |
| Q3 2020 | 967 | $10.9B | 673,861,258 | 59 | 289 | 333 | 2.2% |
| Q2 2020 | 986 | $13.4B | 723,017,797 | 68 | 292 | 366 | 1.8% |
| Q1 2020 | 1,017 | $11.2B | 767,646,027 | 66 | 330 | 378 | 2.0% |
| Q4 2019 | 1,155 | $23.1B | 806,109,334 | 64 | 312 | 357 | 1.6% |
| Q3 2019 | 1,089 | $23.4B | 811,281,825 | 71 | 325 | 331 | 1.0% |
| Q2 2019 | 1,072 | $23.7B | 808,974,492 | 60 | 340 | 319 | 1.6% |
| Q1 2019 | 1,094 | $24.3B | 822,039,562 | 93 | 320 | 326 | 1.4% |
| Q4 2018 | 1,059 | $20.0B | 799,048,239 | 9 | 13 | 14 | 1.6% |