Energy Transfer LPET

13F holders, Q4 2024 (December 31)
1,205holders +105
92new positions
55sold out
8famous investors
$19.57avg. 13F price*

At the end of Q4 2024, 1,205 institutions reported holding Energy Transfer LP (ET) in their 13F filings, up 105 from Q3 2024. 92 opened new positions and 55 sold out. The largest holders were Morgan Stanley ($1.8B), Goldman Sachs Group Inc. ($1.8B) and Alps Advisors Inc. ($1.3B). 8 famous investors held it, including Leon Cooperman (9.4% of Omega Advisors (Leon Cooperman)'s portfolio), David Abrams (5.6% of Abrams Capital Management's portfolio) and David Tepper (1.5% of Appaloosa's portfolio).

Company
Energy Transfer LP
CUSIP
29273V100
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions92$260.1M
Exits55$37.7M

All 13F filers, Q3 2024 → Q4 2024: 139,258,961 shares bought and 127,275,653 shares sold, net +11,983,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,205 holders

Morgan Stanley 0.13% Add +53.9% 92,644,714 $1.8B
Goldman Sachs Group Inc. 0.34% Add +29.2% 91,666,720 $1.8B
Alps Advisors Inc. 8.25% Reduce -4.8% 66,740,349 $1.3B
Invesco Ltd. 0.20% Reduce -3.7% 56,113,966 $1.1B
Blackstone Inc. 5.00% Reduce -59.0% 53,721,736 $1.1B
JPMorgan Chase & Co. 0.08% Add +67.9% 49,050,193 $960.9M
FMR LLC 0.05% Add +15.7% 38,634,018 $756.8M
UBS Group AG 0.17% Add +16.8% 38,556,878 $755.3M
Bank of America Corp. 0.07% Reduce -27.1% 37,937,262 $743.2M
Tortoise Capital Advisors, L.L.C. 9.34% Reduce -0.2% 37,253,839 $729.8M
Kayne Anderson Capital Advisors LP 11.21% Add +7.7% 23,987,750 $469.9M
First Reserve GP XIII Ltd 100.00% No change 23,340,380 $457.2M
Energy Income Partners, LLC 8.31% Add +2.6% 20,648,665 $404.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.83% Add +5.8% 19,776,221 $387.4M
Abrams Capital Management 5.62% No change 17,834,322 $349.4M
Westwood Holdings Group Inc. 2.49% Add +18.2% 16,331,220 $319.9M
Clearbridge Investments, LLC 0.26% Reduce -2.9% 16,165,263 $316.7M
BNP Paribas Financial Markets 0.25% Add +39.3% 16,101,763 $315.4M
Neuberger Berman Group LLC 0.25% Reduce -2.2% 15,992,659 $313.3M
Chickasaw Capital Management LLC 12.47% Add +2.5% 15,738,594 $308.3M
Natixis 1.95% Add +7.0% 14,619,124 $286.4M
Brookfield Corp 1.63% Add +4.7% 13,750,386 $269.4M
CIBC Private Wealth Group LLC 0.48% Add +0.1% 13,518,334 $266.7M
Omega Advisors (Leon Cooperman) 9.39% No change 12,660,000 $248.0M
Bank of Montreal 0.12% Add +12090.8% 12,455,613 $244.0M
Wells Fargo & Company 0.06% Add +10.0% 11,662,581 $228.5M
Citigroup Inc. 0.19% Add +6.2% 10,172,224 $199.3M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 9.87% Add +4.0% 7,586,598 $148.6M
Berkley W R Corp. 7.02% No change 6,334,494 $124.1M
Raymond James Financial Inc. 0.04% — 6,088,603 $119.3M
Eagle Global Advisors LLC 4.65% Add +3.3% 5,793,007 $113.5M
Stifel Financial Corp. 0.11% Add +1.6% 5,616,600 $110.0M
Miller Howard Investments Inc. 3.60% Reduce -9.9% 5,583,871 $109.4M
Stephens Group, LLC 54.55% No change 5,574,335 $109.2M
Garrett Wealth Advisory Group, LLC 24.42% Add +0.0% 5,479,818 $107.3M
LPL Financial LLC 0.04% Add +8.3% 5,118,880 $100.3M
Patient Capital Management, LLC 4.60% Reduce -3.9% 5,091,882 $99.7M
Fractal Investments LLC 15.02% No change 5,009,543 $98.1M
Royal Bank of Canada 0.02% Reduce -6.7% 4,998,538 $97.9M
Duff & Phelps Investment Management Co. 1.17% Add +0.9% 4,994,274 $97.8M
Appaloosa 1.50% Reduce -28.0% 4,914,735 $96.3M
Allianz Asset Management GmbH 0.14% Add +0.2% 4,883,414 $95.7M
Recurrent Investment Advisors LLC 8.49% Add +3.0% 4,720,835 $92.5M
Zurich Insurance Group Ltd 0.65% New 4,038,442 $79.1M
Amundi 0.03% No change 3,859,188 $76.1M
Pinnacle Wealth Planning Services, Inc. 11.28% Reduce -10.5% 3,832,257 $75.1M
Rockefeller Capital Management L.P. 0.19% Add +5.8% 3,702,380 $72.5M
HighTower Advisors, LLC 0.10% Add +0.6% 3,664,814 $71.8M
Barclays PLC 0.03% Reduce -63.2% 3,413,347 $66.9M
Long Focus Capital Management, LLC 5.01% No change 3,342,400 $65.5M
Chicago Partners Investment Group LLC 2.16% Add +2.1% 3,287,145 $64.9M
Infrastructure Capital Advisors, LLC 10.72% Reduce -6.3% 3,233,920 $63.4M
Cohen & Steers, Inc. 0.11% Add +2.7% 3,060,340 $60.0M
Osaic Holdings, Inc. 0.13% Add +12.3% 3,046,343 $59.7M
RR Advisors, LLC 14.66% Add +6.2% 2,912,000 $57.1M
Longfellow Investment Management Co. LLC 14.37% Reduce -3.5% 2,852,118 $55.9M
Nuveen Asset Management, LLC 0.02% Add +63.0% 2,830,861 $55.5M
Beach Investment Counsel Inc. 7.28% Reduce -4.1% 2,750,952 $53.9M
Merewether Investment Management, LP 2.05% Add +36.5% 2,618,212 $51.3M
Nomura Holdings Inc. 0.27% Reduce -0.2% 2,600,000 $50.9M
HSBC Holdings PLC 0.03% New 2,563,415 $50.2M
Maryland State Retirement & Pension System 1.07% Reduce -2.3% 2,541,855 $49.8M
Philosophy Capital Management LLC 6.66% Reduce -8.7% 2,519,649 $49.4M
Toronto Dominion Bank 0.09% New 2,472,000 $48.4M
Jennison Associates LLC 0.03% Reduce -45.0% 2,424,454 $47.5M
Progeny 3, Inc. 3.59% Add +1.9% 2,307,785 $45.2M
Walnut Private Equity Partners, LLC 20.67% Add +1.9% 1,985,000 $38.9M
Catalyst Capital Advisors LLC 0.82% Add +6.5% 1,953,355 $38.3M
Americana Partners, LLC 1.45% Add +0.6% 1,816,567 $35.6M
Cambridge Investment Research Advisors, Inc. 0.12% Add +25.4% 1,775,479 $34.8M
Deutsche Bank AG 0.01% Reduce -1.9% 1,655,155 $32.4M
FFG Partners, LLC 11.33% Add +0.8% 1,650,574 $32.3M
Commonwealth Equity Services, LLC 0.05% Add +8.7% 1,633,396 $32.0M
Mariner, LLC 0.05% Reduce -3.5% 1,609,501 $31.5M
Delphi Financial Group, Inc. 15.01% No change 1,421,945 $27.9M
Adams Asset Advisors, LLC 3.65% No change 1,420,699 $27.8M
Cetera Investment Advisers 0.06% Add +5.3% 1,396,837 $27.4M
Exchange Traded Concepts, LLC 0.55% Reduce -6.5% 1,388,226 $27.2M
Payden & Rygel 2.25% No change 1,332,490 $26.1M
Moneta Group Investment Advisors LLC 0.36% Add +1.6% 1,311,045 $25.7M
Beacon Pointe Advisors, LLC 0.28% Add +16.5% 1,307,190 $25.6M
Lonestar Capital Management LLC 21.31% Reduce -7.1% 1,300,000 $25.5M
Aptus Capital Advisors, LLC 0.30% Add +14.1% 1,276,127 $25.0M
Gabelli Funds LLC 0.19% Reduce -1.2% 1,249,492 $24.5M
Kamunting Street Capital Management, L.P. 20.88% Reduce -7.8% 1,232,801 $24.2M
Stephens Inc. 0.33% Add +4.2% 1,201,288 $23.5M
Nexpoint Asset Management, L.P. 2.76% Reduce -0.2% 1,197,512 $23.5M
Texas Yale Capital Corp. 0.94% Add +0.5% 1,193,871 $23.4M
Simplex Trading, LLC 0.65% Add +110.2% 1,178,669 $23.1M
Sanctuary Advisors, LLC 0.14% Add +20.0% 1,063,085 $22.4M
Susquehanna Fundamental Investments, LLC 0.36% — 1,087,977 $21.3M
Kestra Advisory Services, LLC 0.11% Add +963.3% 1,030,648 $20.2M
General American Investors Co. Inc. 1.43% No change 1,020,030 $20.0M
U.S. Capital Wealth Advisors, LLC 0.61% Add +1.5% 1,006,789 $19.7M
RBF Capital, LLC 1.02% No change 1,000,000 $19.6M
Oppenheimer & Co. Inc. 0.29% Add +4.0% 999,694 $19.6M
Jane Street Group, LLC 0.03% Add +460.3% 999,280 $19.6M
Creative Planning 0.02% Add +21.9% 970,295 $19.0M
Evergreen Capital Management LLC 0.61% Reduce -0.1% 961,587 $18.8M
Townsquare Capital LLC 0.21% Add +2.9% 949,698 $18.6M

"% of holder's portfolio" is ET's weight in each manager's 13F, not the share of Energy Transfer LP the manager owns.

Show all 1,205 holders