# ENERGY TRANSFER L P (ET)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ET/

- Reporting holders: 66
- Reported value: $529.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CHICKASAW CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1276460-chickasaw-capital-management-llc/) | $299.8M | 15,164,014 | 10.8% | 32 |
| [Stephens Group, LLC](https://holderbook.com/funds/1427999-stephens-group-llc/) | $107.6M | 5,444,597 | 52.7% | 20 |
| [Private Capital Advisors, Inc.](https://holderbook.com/funds/1350780-private-capital-advisors-inc/) | $29.3M | 1,481,535 | 2.5% | 15 |
| [Adams Asset Advisors, LLC](https://holderbook.com/funds/1386929-adams-asset-advisors-llc/) | $29.1M | 1,473,560 | 3.0% | 27 |
| [Oak Grove Capital LLC](https://holderbook.com/funds/1661762-oak-grove-capital-llc/) | $18.6M | 943,209 | 0.8% | 5 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $7.5M | 381,258 | 0.2% | 17 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $4.2M | 213,824 | 0.1% | 32 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $4.2M | 212,506 | 0.1% | 28 |
| [CHAPIN DAVIS, INC.](https://holderbook.com/funds/872098-chapin-davis-inc/) | $2.1M | 105,426 | 0.4% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.0M | 101,023 | 0.0% | 16 |
| [HWG Holdings LP](https://holderbook.com/funds/1599390-hwg-holdings-lp/) | $1.9M | 93,861 | 0.4% | 5 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.7M | 86,614 | 0.0% | 29 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $1.7M | 86,007 | 1.1% | 4 |
| [RHODES INVESTMENT ADVISORS INC /ADV](https://holderbook.com/funds/1005186-rhodes-investment-advisors-inc-adv/) | $1.4M | 72,997 | 1.0% | 4 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.4M | 67,837 | 0.0% | 3 |
| [Paragon Capital Management Ltd](https://holderbook.com/funds/1569765-paragon-capital-management-ltd/) | $1.4M | 68,724 | 0.2% | 12 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $1.1M | 56,246 | 0.5% | 16 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $857.3K | 43,365 | 0.1% | 29 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $789.2K | 39,917 | 0.0% | 1 |
| [Mallini Complete Financial Planning LLC](https://holderbook.com/funds/2049540-mallini-complete-financial-planning-llc/) | $736.6K | 37,256 | 0.5% | 8 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2047728-winebrenner-capital-management-llc/) | $693.0K | 35,056 | 0.4% | 8 |
| [Whalen Wealth Management Inc.](https://holderbook.com/funds/1894447-whalen-wealth-management-inc/) | $599.3K | 30,314 | 0.3% | 2 |
| [SPRING CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1899146-spring-capital-management-llc/) | $573.3K | 29,000 | 0.3% | 8 |
| [DOLIVER ADVISORS, LP](https://holderbook.com/funds/938077-doliver-advisors-lp/) | $556.0K | 28,126 | 0.1% | 32 |
| [CapWealth Advisors, LLC](https://holderbook.com/funds/1531809-capwealth-advisors-llc/) | $488.7K | 24,720 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 66 | $529.3M |
| Q2 2026 | 1,305 | $22.2B |
| Q1 2026 | 1,301 | $21.9B |
| Q4 2025 | 1,267 | $17.5B |
| Q3 2025 | 1,232 | $19.4B |
| Q2 2025 | 1,247 | $20.6B |
| Q1 2025 | 1,224 | $22.0B |
| Q4 2024 | 1,212 | $23.5B |
| Q3 2024 | 1,103 | $19.4B |
| Q2 2024 | 1,083 | $19.3B |
| Q1 2024 | 1,064 | $20.5B |
| Q4 2023 | 1,058 | $17.8B |