ENERGY TRANSFER L P (ET)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Institutions report 1,081,531,097 shares against 3,443,299,601 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ALPS ADVISORS INC | $1.7B | 86,904,208 | 7.79% | 31q | +1.1%+$18.1M |
| MORGAN STANLEY | $1.6B | 85,614,431 | 0.09% | 35q | -1.9%-$30.9M |
| JPMORGAN CHASE & CO | $1.5B | 81,080,493 | 0.09% | 31q | +12.3%+$169.1M |
| GOLDMAN SACHS GROUP INC | $1.2B | 62,819,419 | 0.10% | 31q | +4.0%+$45.9M |
| Invesco Ltd. | $1.1B | 54,927,735 | 0.08% | 31q | -2.1%-$22.3M |
| TORTOISE CAPITAL ADVISORS, L.L.C. | $726.5M | 37,997,055 | 7.39% | 31q | -3.7%-$28.0M |
| Blackstone Inc. | $684.2M | 35,782,842 | 2.08% | 26q | +15.0%+$89.1M |
| UBS Group AG | $584.1M | 30,548,239 | 0.07% | 31q | -1.4%-$8.1M |
| BANK OF AMERICA CORP /DE/ | $538.0M | 28,139,938 | 0.03% | 31q | -9.1%-$53.8M |
| Energy Income Partners, LLC | $490.5M | 25,654,536 | 7.71% | 31q | +1.8%+$8.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $466.8M | 24,415,955 | 0.56% | 9q | +2.2%+$9.9M |
| KAYNE ANDERSON CAPITAL ADVISORS LP | $462.1M | 24,166,229 | 9.06% | 31q | -1.7%-$8.0M |
| FMR LLC | $420.1M | 21,972,865 | 0.02% | 31q | -7.5%-$34.1M |
| NATIXIS | $409.2M | 21,401,124 | 1.65% | 31q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $326.2M | 2,432,085 | 0.03% | 31q | +71.1%+$135.5M |
| WESTWOOD HOLDINGS GROUP INC | $321.7M | 16,825,892 | 2.42% | 31q | -0.9%-$3.0M |
| NEUBERGER BERMAN GROUP LLC | $319.1M | 16,691,083 | 0.21% | 31q | +5.4%+$16.3M |
| CIBC Bancorp USA Inc. | $258.6M | 13,526,220 | 0.31% | 2q | HELD |
| COOPERMAN LEON G | $254.7M | 13,320,100 | 7.18% | 30q | HELD |
| Clearbridge Investments, LLC | $254.4M | 13,308,051 | 0.21% | 31q | +1.5%+$3.8M |
| WELLS FARGO & COMPANY/MN | $246.9M | 12,910,870 | 0.04% | 31q | -48.5%-$232.2M |
| BNP PARIBAS FINANCIAL MARKETS | $203.6M | 10,348,108 | 0.07% | 31q | -6.2%-$13.5M |
| Long Focus Capital Management, LLC | $199.9M | 3,342,400 | 5.11% | 19q | HELD |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $166.7M | 8,719,426 | 0.79% | 31q | HELD |
| Brookfield Corp /ON/ | $163.1M | 8,528,558 | 0.21% | 25q | +32.3%+$39.8M |
| RAYMOND JAMES FINANCIAL INC | $161.8M | 8,458,495 | 0.04% | 7q | +7.9%+$11.9M |
| BERKLEY W R CORP | $157.7M | 8,250,000 | 7.52% | 20q | HELD |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | $151.5M | 7,923,600 | 6.78% | 31q | -0.9%-$1.4M |
| LPL Financial LLC | $143.6M | 7,510,573 | 0.03% | 31q | +5.2%+$7.0M |
| BARCLAYS PLC | $140.6M | 7,152,174 | 0.03% | 31q | -27.6%-$53.7M |
| MIZUHO MARKETS AMERICAS LLC | $128.2M | 6,703,300 | 2.01% | 2q | +109.5%+$67.0M |
| STIFEL FINANCIAL CORP | $125.6M | 6,570,729 | 0.10% | 31q | -1.8%-$2.3M |
| EAGLE GLOBAL ADVISORS LLC | $121.9M | 6,377,126 | 4.04% | 31q | -1.3%-$1.6M |
| Patient Capital Management, LLC | $116.3M | 6,080,678 | 3.81% | 19q | HELD |
| CITADEL ADVISORS LLC | $113.9M | options only | 0.01% | 31q | OPTIONS |
| Recurrent Investment Advisors LLC | $113.5M | 5,935,394 | 7.04% | 27q | +6.7%+$7.1M |
| JANE STREET GROUP, LLC | $112.9M | options only | 0.01% | 31q | OPTIONS |
| CITIGROUP INC | $109.5M | 5,728,052 | 0.04% | 31q | +6.4%+$6.5M |
| Garrett Wealth Advisory Group, LLC | $104.8M | 5,479,943 | 16.11% | 31q | HELD |
| Fractal Investments LLC | $104.6M | 5,471,353 | 12.07% | 19q | +13.5%+$12.4M |
| Stephens Group, LLC | $104.1M | 5,444,597 | 50.46% | 19q | HELD |
| MILLER HOWARD INVESTMENTS INC /NY | $101.6M | 5,314,984 | 2.70% | 31q | +1.9%+$1.9M |
| COMMERCE BANK | $96.1M | 5,025,345 | 0.42% | 6q | HELD |
| Rockefeller Capital Management L.P. | $94.1M | 4,922,389 | 0.14% | 31q | -4.2%-$4.1M |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | $79.6M | 4,163,933 | 4.66% | 31q | -1.9%-$1.5M |
| ROYAL BANK OF CANADA | $77.0M | 4,028,190 | 0.01% | 31q | +1.1%+$824.0K |
| BlackRock, Inc. | $76.8M | 4,017,925 | 0.00% | 8q | HELD |
| Corient Private Wealth LP | $71.5M | 3,737,750 | 0.05% | 15q | +115.6%+$38.3M |
| Chicago Partners Investment Group LLC | $70.0M | 3,426,520 | 1.40% | 31q | HELD |
| EXCHANGE TRADED CONCEPTS, LLC | $69.2M | 3,616,934 | 0.16% | 19q | +90.0%+$32.8M |
| Americana Partners, LLC | $67.9M | 3,553,524 | 1.53% | 27q | +9.9%+$6.1M |
| Maryland State Retirement & Pension System | $57.3M | 2,999,375 | 0.98% | 15q | +5.3%+$2.9M |
| Allianz Asset Management GmbH | $56.6M | 2,957,838 | 0.05% | 31q | +11.5%+$5.8M |
| OSAIC HOLDINGS, INC. | $56.4M | 2,951,302 | 0.07% | 26q | +3.7%+$2.0M |
| HighTower Advisors, LLC | $52.7M | 2,753,786 | 0.05% | 31q | -2.3%-$1.2M |
| Progeny 3, Inc. | $52.5M | 2,743,907 | 2.71% | 12q | HELD |
| Philosophy Capital Management LLC | $46.3M | 2,420,488 | 2.19% | 19q | +6.7%+$2.9M |
| MAI Capital Management | $42.1M | 2,201,342 | 0.16% | 31q | +183.5%+$27.2M |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | $41.8M | 2,188,737 | 8.56% | 23q | HELD |
| Nuveen, LLC | $41.8M | 2,186,459 | 0.01% | 6q | +16.8%+$6.0M |
| VICTORY CAPITAL MANAGEMENT INC | $41.3M | 2,159,697 | 0.02% | 5q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $41.0M | 2,146,965 | 3.91% | 25q | -30.2%-$17.7M |
| Beacon Pointe Advisors, LLC | $39.5M | 2,065,797 | 0.18% | 21q | +7.4%+$2.7M |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | $39.2M | 2,048,500 | 21.17% | 31q | HELD |
| Cetera Investment Advisers | $38.5M | 2,011,589 | 0.04% | 25q | -5.0%-$2.0M |
| Northside Capital Management, LLC | $38.4M | 2,009,253 | 3.14% | 5q | HELD |
| Zurich Insurance Group Ltd/FI | $38.1M | 1,990,834 | 0.26% | 7q | HELD |
| SCS Capital Management LLC | $37.1M | 1,942,908 | 0.35% | 6q | +1859.8%+$35.3M |
| Catalyst Capital Advisors LLC | $37.1M | 1,939,020 | 0.61% | 31q | HELD |
| Callodine Capital Management, LP | $35.9M | 1,875,000 | 2.34% | 31q | HELD |
| Sanctuary Advisors, LLC | $35.8M | 1,874,897 | 0.17% | 9q | -0.7%-$263.2K |
| JENNISON ASSOCIATES LLC | $34.5M | 1,802,685 | 0.02% | 31q | +13.8%+$4.2M |
| Mariner, LLC | $34.4M | 1,798,437 | 0.04% | 31q | -8.9%-$3.4M |
| Arax Advisory Partners | $33.3M | 1,743,645 | 0.22% | 29q | +3298.0%+$32.4M |
| Empowered Funds, LLC | $31.9M | 1,669,064 | 0.17% | 11q | -15.8%-$6.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $31.8M | 1,664,471 | 0.04% | 31q | -5.0%-$1.7M |
| Tidal Investments LLC | $30.8M | 1,611,509 | 0.05% | 24q | +56.7%+$11.2M |
| Indivisible Partners | $30.8M | 1,610,667 | 1.74% | 3q | +6172.1%+$30.3M |
| BLACKHILL CAPITAL INC | $30.6M | 1,600,000 | 1.27% | 4q | +33.3%+$7.6M |
| NEOS Investment Management LLC | $30.3M | 1,584,634 | 0.11% | 5q | +47.9%+$9.8M |
| APPALOOSA LP | $30.1M | 1,576,125 | 0.39% | 31q | HELD |
| Private Capital Advisors, Inc. | $28.9M | 1,510,980 | 2.53% | 14q | +1.7%+$493.7K |
| STEPHENS INC /AR/ | $28.3M | 1,479,489 | 0.32% | 31q | +7.2%+$1.9M |
| Adams Asset Advisors, LLC | $28.2M | 1,473,560 | 3.20% | 26q | +2.2%+$608.1K |
| Delphi Financial Group, Inc. | $27.2M | 1,421,945 | 13.44% | 31q | HELD |
| Aptus Capital Advisors, LLC | $27.1M | 1,418,032 | 0.19% | 15q | +1.5%+$396.8K |
| Kamunting Street Capital Management, L.P. | $26.9M | 1,404,742 | 15.04% | 27q | -13.1%-$4.0M |
| Waverly Advisors, LLC | $26.6M | 1,390,296 | 0.15% | 11q | -19.4%-$6.4M |
| Alden Global Capital LLC | $26.2M | 1,370,511 | 9.62% | 14q | HELD |
| Tema ETFs LLC | $26.1M | 1,366,371 | 0.84% | 5q | +47.5%+$8.4M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $25.9M | 1,352,643 | 0.19% | 26q | HELD |
| Kestra Advisory Services, LLC | $25.8M | 1,349,804 | 0.08% | 11q | -2.9%-$759.1K |
| Texas Yale Capital Corp. | $25.2M | 1,318,903 | 0.55% | 31q | +0.5%+$132.7K |
| GABELLI FUNDS LLC | $24.5M | 1,280,525 | 0.16% | 31q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $23.8M | 1,244,157 | 0.01% | 31q | +8.6%+$1.9M |
| RR Advisors, LLC | $23.6M | 1,235,260 | 6.83% | 31q | HELD |
| FIRST TRUST ADVISORS LP | $23.6M | 1,233,500 | 0.01% | 31q | +51.3%+$8.0M |
| Ascentis Wealth Management, LLC | $22.4M | 7,005,227 | 1.13% | 8q | +1659.4%+$21.1M |
| MANNING & NAPIER ADVISORS LLC | $21.0M | 1,100,000 | 0.27% | 9q | HELD |
| Prospera Financial Services Inc | $20.3M | 1,062,395 | 0.30% | 29q | HELD |
Showing the largest 100 of 1,300 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,245 | $21.2B | 1,081,531,097 | 72 | 430 | 300 | 3.1% |
| Q1 2026 | 1,239 | $21.2B | 1,062,267,931 | 105 | 443 | 292 | 3.3% |
| Q4 2025 | 1,207 | $16.9B | 997,874,436 | 74 | 431 | 312 | 2.9% |
| Q3 2025 | 1,170 | $18.7B | 1,052,671,185 | 72 | 446 | 259 | 3.3% |
| Q2 2025 | 1,179 | $19.9B | 1,054,681,703 | 98 | 458 | 258 | 3.7% |
| Q1 2025 | 1,156 | $21.2B | 1,095,086,867 | 91 | 415 | 283 | 4.4% |
| Q4 2024 | 1,141 | $22.8B | 1,124,158,144 | 93 | 403 | 239 | 3.5% |
| Q3 2024 | 1,022 | $18.5B | 1,118,694,902 | 72 | 398 | 210 | 3.0% |
| Q2 2024 | 995 | $18.6B | 1,111,296,754 | 62 | 368 | 230 | 3.0% |
| Q1 2024 | 974 | $19.6B | 1,216,929,753 | 68 | 360 | 221 | 3.2% |
| Q4 2023 | 966 | $16.9B | 1,171,797,176 | 86 | 399 | 162 | 4.4% |
| Q3 2023 | 879 | $15.1B | 1,018,428,062 | 59 | 350 | 186 | 5.8% |
| Q2 2023 | 861 | $14.0B | 1,037,871,315 | 62 | 301 | 185 | 6.1% |
| Q1 2023 | 822 | $14.2B | 1,079,970,982 | 69 | 298 | 195 | 4.4% |
| Q4 2022 | 762 | $13.1B | 1,058,869,066 | 69 | 263 | 167 | 3.8% |
| Q3 2022 | 856 | $13.4B | 1,178,341,615 | 71 | 302 | 187 | 3.5% |
| Q2 2022 | 846 | $12.5B | 1,206,416,487 | 69 | 299 | 205 | 3.4% |
| Q1 2022 | 832 | $14.4B | 1,224,266,372 | 77 | 300 | 202 | 4.9% |
| Q4 2021 | 815 | $10.6B | 1,210,423,483 | 55 | 294 | 196 | 5.6% |
| Q3 2021 | 775 | $10.3B | 1,020,989,449 | 64 | 248 | 196 | 4.5% |
| Q2 2021 | 756 | $11.2B | 1,017,441,128 | 68 | 233 | 227 | 4.0% |
| Q1 2021 | 737 | $8.1B | 1,018,172,756 | 72 | 217 | 211 | 3.3% |
| Q4 2020 | 759 | $6.8B | 1,035,575,471 | 69 | 192 | 271 | 5.1% |
| Q3 2020 | 734 | $5.6B | 983,900,765 | 51 | 211 | 255 | 3.7% |
| Q2 2020 | 776 | $7.9B | 1,076,682,352 | 93 | 264 | 227 | 3.2% |
| Q1 2020 | 771 | $6.1B | 1,264,998,379 | 92 | 256 | 248 | 2.8% |
| Q4 2019 | 804 | $18.7B | 1,413,125,338 | 84 | 230 | 244 | 2.8% |
| Q3 2019 | 744 | $18.5B | 1,410,264,608 | 72 | 224 | 218 | 1.7% |
| Q2 2019 | 738 | $21.2B | 1,464,519,892 | 55 | 254 | 212 | 2.6% |
| Q1 2019 | 748 | $23.7B | 1,518,020,864 | 67 | 249 | 197 | 1.3% |
| Q4 2018 | 745 | $20.0B | 1,470,448,995 | 16 | 15 | 0 | 2.6% |