Energy Transfer LPET

13F holders, Q1 2026 (March 31)
1,302holders +41
114new positions
73sold out
7famous investors
$19.30avg. 13F price*

At the end of Q1 2026, 1,302 institutions reported holding Energy Transfer LP (ET) in their 13F filings, up 41 from Q4 2025. 114 opened new positions and 73 sold out. The largest holders were Morgan Stanley ($1.7B), Alps Advisors Inc. ($1.7B) and JPMorgan Chase & Co. ($1.4B). 7 famous investors held it, including Leon Cooperman (8.4% of Omega Advisors (Leon Cooperman)'s portfolio), David Tepper (0.5% of Appaloosa's portfolio) and Glenn Greenberg (0.0% of Brave Warrior Advisors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions114$133.4M
Exits73$562.2M

All 13F filers, Q4 2025 → Q1 2026: 114,764,192 shares bought and 57,722,500 shares sold, net +57,041,692 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,302 holders

Morgan Stanley 0.10% Add +1.1% 87,230,414 $1.7B
Alps Advisors Inc. 7.81% Add +2.5% 85,957,579 $1.7B
JPMorgan Chase & Co. 0.10% Add +96.7% 72,210,991 $1.4B
Goldman Sachs Group Inc. 0.15% Add +17.0% 60,419,647 $1.2B
Invesco Ltd. 0.11% Add +2.0% 56,091,478 $1.1B
Tortoise Capital Advisors, L.L.C. 7.93% Add +2.0% 39,462,878 $761.6M
Blackstone Inc. 2.46% Add +20.7% 31,120,745 $600.6M
UBS Group AG 0.11% Reduce -1.6% 30,973,018 $597.8M
Bank of America Corp. 0.04% Add +5.7% 30,956,358 $597.5M
Energy Income Partners, LLC 7.83% Add +0.2% 25,207,455 $486.5M
Kayne Anderson Capital Advisors LP 9.10% Add +2.6% 24,582,320 $474.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.63% Add +5.9% 23,898,200 $461.2M
FMR LLC 0.02% Add +7.5% 23,755,495 $458.5M
Natixis 1.67% Add +4.4% 21,379,124 $412.6M
Westwood Holdings Group Inc. 2.40% Add +5172.0% 16,984,384 $327.8M
Neuberger Berman Group LLC 0.23% Reduce -0.7% 15,839,816 $305.7M
Chickasaw Capital Management LLC 10.57% Reduce -0.0% 15,494,678 $299.0M
CIBC Bancorp USA Inc. 0.35% — 13,503,824 $260.6M
Omega Advisors (Leon Cooperman) 8.43% No change 13,320,100 $257.1M
Clearbridge Investments, LLC 0.22% Add +0.7% 13,108,051 $253.0M
Wells Fargo & Company 0.05% Reduce -1.7% 12,528,791 $241.8M
BNP Paribas Financial Markets 0.14% Reduce -13.2% 11,033,080 $212.9M
Barclays PLC 0.07% Add +301.4% 9,882,131 $190.7M
Berkley W R Corp. 8.57% No change 8,250,000 $159.2M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 7.68% Add +0.1% 7,997,600 $154.4M
Raymond James Financial Inc. 0.05% Add +5.3% 7,838,287 $151.3M
LPL Financial LLC 0.04% Reduce -7.2% 7,141,895 $137.8M
Stifel Financial Corp. 0.12% Add +3.9% 6,691,054 $129.1M
Eagle Global Advisors LLC 4.49% Reduce -0.8% 6,459,576 $124.7M
Brookfield Corp 0.17% Reduce -8.8% 6,445,333 $124.4M
Patient Capital Management, LLC 4.38% Add +15.5% 6,088,203 $117.5M
Recurrent Investment Advisors LLC 6.46% Add +3.9% 5,562,381 $107.4M
Garrett Wealth Advisory Group, LLC 18.81% Add +0.0% 5,479,308 $105.8M
Stephens Group, LLC 61.27% Reduce -2.3% 5,444,597 $105.1M
Citigroup Inc. 0.07% Add +10.9% 5,385,988 $103.9M
Miller Howard Investments Inc. 2.75% Reduce -0.2% 5,216,847 $100.7M
Rockefeller Capital Management L.P. 0.18% Add +13.0% 5,137,141 $99.1M
Commerce Bank 0.47% Add +0.7% 5,028,697 $97.1M
Fractal Investments LLC 11.01% Add +0.5% 4,820,215 $93.0M
HRT Financial LP 0.21% Add +25.7% 4,347,643 $83.9M
Duff & Phelps Investment Management Co. 0.87% Add +15.4% 4,346,738 $83.9M
Infrastructure Capital Advisors, LLC 11.64% Add +40.2% 4,243,763 $81.9M
BlackRock, Inc. 0.00% Add +0.9% 4,000,999 $77.2M
Royal Bank of Canada 0.01% Reduce -16.0% 3,985,096 $76.9M
Cohen & Steers, Inc. 0.12% Add +16.3% 3,550,610 $68.5M
Chicago Partners Investment Group LLC 1.47% Add +1.5% 3,434,858 $65.5M
Employees Retirement System of Texas 0.68% Add +18.2% 3,349,808 $64.7M
Long Focus Capital Management, LLC 2.87% No change 3,342,400 $64.5M
Americana Partners, LLC 1.62% Add +1.5% 3,232,925 $62.4M
Mizuho Markets Americas LLC 1.71% New 3,200,000 $61.8M
Pinnacle Wealth Planning Services, Inc. 6.13% Reduce -19.8% 3,074,597 $59.3M
Maryland State Retirement & Pension System 1.12% Reduce -4.4% 2,849,140 $55.0M
Osaic Holdings, Inc. 0.08% Reduce -0.3% 2,846,754 $54.9M
HighTower Advisors, LLC 0.06% Add +3.6% 2,818,232 $54.4M
Progeny 3, Inc. 2.83% Reduce -4.6% 2,743,907 $53.0M
Allianz Asset Management GmbH 0.06% Add +23.1% 2,652,966 $51.2M
Philosophy Capital Management LLC 5.10% Reduce -15.5% 2,267,928 $43.8M
Longfellow Investment Management Co. LLC 8.80% Reduce -27.7% 2,188,737 $42.2M
Victory Capital Management Inc. 0.03% Add +5614.6% 2,158,739 $41.7M
Cambridge Investment Research Advisors, Inc. 0.11% Add +6.0% 2,130,483 $41.1M
Cetera Investment Advisers 0.04% Reduce -3.1% 2,118,268 $40.9M
SG Americas Securities, LLC 0.04% Add +6.8% 2,073,255 $40.0M
Walnut Private Equity Partners, LLC 21.79% No change 2,047,500 $39.5M
Northside Capital Management, LLC 3.41% Reduce -4.6% 2,009,261 $38.8M
Zurich Insurance Group Ltd 0.30% No change 1,990,834 $38.4M
Empowered Funds, LLC 0.24% Add +48.8% 1,982,403 $38.3M
Mariner, LLC 0.04% Add +8.2% 1,975,085 $38.1M
Catalyst Capital Advisors LLC 0.70% Reduce -3.7% 1,939,020 $37.4M
Beacon Pointe Advisors, LLC 0.20% Add +15.5% 1,922,976 $37.1M
Exchange Traded Concepts, LLC 0.28% Add +2.3% 1,903,180 $36.7M
Sanctuary Advisors, LLC 0.20% Add +15.8% 1,888,661 $36.5M
Callodine Capital Management, LP 2.55% Add +18.3% 1,875,000 $36.2M
Nuveen, LLC 0.01% Reduce -10.8% 1,872,749 $36.1M
Commonwealth Equity Services, LLC 0.05% Reduce -3.0% 1,752,473 $33.8M
Waverly Advisors, LLC 0.25% Add +22.3% 1,725,843 $33.3M
Kamunting Street Capital Management, L.P. 17.11% Reduce -30.2% 1,616,210 $31.2M
Jennison Associates LLC 0.02% Add +4.6% 1,584,039 $30.6M
Appaloosa 0.51% Reduce -28.1% 1,576,125 $30.4M
U.S. Capital Wealth Advisors, LLC 0.74% Reduce -2.4% 1,523,408 $29.4M
Private Capital Advisors, Inc. 3.29% Add +77.8% 1,485,158 $28.7M
Adams Asset Advisors, LLC 3.21% Add +1.4% 1,441,757 $27.8M
Delphi Financial Group, Inc. 12.49% No change 1,421,945 $27.4M
Susquehanna International Group, LLP 0.04% Reduce -76.3% 1,421,473 $27.4M
Empirical Finance, LLC 1.27% Add +86.8% 1,404,756 $27.1M
Aptus Capital Advisors, LLC 0.23% Add +13.1% 1,397,277 $27.0M
Kestra Advisory Services, LLC 0.10% Add +15.5% 1,389,504 $26.8M
Stephens Inc. 0.33% Reduce -0.1% 1,380,437 $26.6M
Alden Global Capital LLC 14.94% No change 1,370,511 $26.5M
Moneta Group Investment Advisors LLC 0.20% Add +0.5% 1,350,371 $26.1M
Pathstone Holdings, LLC 0.10% Add +44.5% 1,343,586 $25.9M
Texas Yale Capital Corp. 0.72% No change 1,311,965 $25.3M
Gabelli Funds LLC 0.17% Reduce -1.9% 1,285,825 $24.8M
RR Advisors, LLC 6.61% Add +4.7% 1,235,260 $23.8M
Blackhill Capital Inc. 1.19% Add +3.5% 1,200,000 $23.2M
Creative Planning 0.02% Add +30.6% 1,174,396 $22.7M
Envestnet Asset Management Inc. 0.01% Add +11.8% 1,145,533 $22.1M
Jane Street Group, LLC 0.02% Reduce -29.4% 1,100,207 $21.2M
Manning & Napier Advisors LLC 0.30% Add +18.3% 1,100,000 $21.2M
NEOS Investment Management LLC 0.10% Add +45.7% 1,071,247 $20.7M
Prospera Financial Services Inc 0.33% Add +0.7% 1,064,992 $20.6M

"% 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 1,302 holders