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Energy Transfer (ET) Institutional Ownership

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$16.44 -0.24 (-1.44%)
Closing price 10/17/2025 03:59 PM Eastern
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$16.46 +0.02 (+0.15%)
As of 10/17/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Energy Transfer (NYSE:ET)

Current
Institutional Ownership
Percentage
38.22%
Number of
Institutional Buyers
(last 12 months)
893
Total
Institutional Inflows
(last 12 months)
$2.91B
Number of
Institutional Sellers
(last 12 months)
494
Total
Institutional Outflows
(last 12 months)
$3.22B
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ET Institutional Buying and Selling by Quarter

Energy Transfer Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/17/2025Oak Harvest Investment Services45,757$785K0.1%+7.2%0.001%
10/17/2025Fortitude Family Office LLC9,985$171K0.0%+275.2%0.000%
10/17/2025Fort Washington Investment Advisors Inc. OH430,948$7.40M0.0%+3.2%0.013%
10/17/2025HM Payson & Co.21,768$374K0.0%+30.8%0.001%
10/17/2025Old North State Wealth Management LLC297,005$5.10M2.4%+3.1%0.009%
10/17/20251900 Wealth Management LLC206,170$3.54M0.2%+1.9%0.006%
10/17/2025Retireful LLC38,263$657K0.6%-8.9%0.001%
10/17/2025FFG Partners LLC1,239,939$21.28M5.8%-5.4%0.036%
10/17/2025Mattson Financial Services LLC20,637$354K0.1%N/A0.001%
10/17/2025Westend Capital Management LLC793,440$13.62M4.0%+1.9%0.023%
10/17/2025Archford Capital Strategies LLC39,213$673K0.1%-3.7%0.001%
10/17/2025Addis & Hill Inc70,332$1.20M0.7%-2.7%0.002%
10/17/2025Valley National Advisers Inc.9,796$168K0.0%-8.1%0.000%
10/17/2025Perigon Wealth Management LLC39,585$679K0.0%+1.7%0.001%
10/17/2025Sowell Financial Services LLC349,380$6.00M0.2%+5.5%0.010%
10/17/2025Sovereign Financial Group Inc.14,038$241K0.0%+9.9%0.000%
10/17/2025Bard Financial Services Inc.70,750$1.21M0.1%+3.7%0.002%
10/17/2025Apollon Wealth Management LLC287,784$4.94M0.1%-4.4%0.008%
10/16/2025 180 Wealth Advisors LLC192,323$3.30M0.4%+1.6%0.006%
10/16/2025 Carnegie Investment Counsel27,685$475K0.0%+7.6%0.001%
10/16/2025 Griffin Asset Management Inc.68,243$1.17M0.1%-21.8%0.002%
10/16/2025 Stockman Wealth Management Inc.64,366$1.11M0.1%+1.4%0.002%
10/16/2025 HBW Advisory Services LLC39,920$685K0.1%+3.8%0.001%
10/16/2025 Ellsworth Advisors LLC124,760$2.11M0.5%+15.6%0.004%
10/16/2025 Burney Co.65,110$1.12M0.0%-2.1%0.002%
10/16/2025 Asio Capital LLC73,500$1.26M0.2%+129.7%0.002%
10/16/2025 Regent Peak Wealth Advisors LLC15,540$267K0.1%N/A0.000%
10/16/2025 HBK Sorce Advisory LLC19,018$321K0.0%+3.4%0.001%
10/16/2025 Blue Trust Inc.17,246$296K0.0%+4.9%0.001%
10/15/2025 TrueWealth Advisors LLC14,404$247K0.1%-10.3%0.000%
10/15/2025 CWM LLC195,533$3.36M0.0%+34.5%0.006%
10/15/2025 Spirit of America Management Corp NY390,200$6.70M1.3%-9.2%0.011%
10/15/2025 Whitener Capital Management Inc.33,425$574K0.1%-10.7%0.001%
10/15/2025 Independent Wealth Network Inc.58,886$1.01M0.3%+2.1%0.002%
10/15/2025 Inspire Investing LLC149,668$2.57M0.2%+0.8%0.004%
10/15/2025 Cadent Capital Advisors LLC21,446$368K0.1%+11.7%0.001%
10/15/2025 Jeppson Wealth Management LLC19,864$341K0.1%+4.9%0.001%
10/15/2025 World Investment Advisors97,718$1.68M0.0%+0.8%0.003%
10/15/2025 Tritonpoint Wealth LLC40,979$703K0.1%+41.4%0.001%
10/15/2025 Brookstone Capital Management237,637$4.08M0.0%-4.6%0.007%
10/15/2025 Founders Financial Securities LLC75,627$1.30M0.1%-1.9%0.002%
10/15/2025 Gilman Hill Asset Management LLC374,470$6.43M1.0%+0.6%0.011%
10/15/2025 Albert D Mason Inc.74,434$1.28M0.8%-6.3%0.002%
10/15/2025 Successful Portfolios LLC10,504$180K0.1%N/A0.000%
10/15/2025 Strong Tower Advisory Services161,280$2.77M0.5%+4.6%0.005%
10/15/2025 DAVENPORT & Co LLC112,515$1.93M0.0%+1.5%0.003%
10/15/2025 Meriwether Wealth & Planning LLC48,066$825K0.5%+4.3%0.001%
10/15/2025 Enclave Advisors LLC201,431$3.46M0.5%-22.3%0.006%
10/14/2025 HWG Holdings LP31,236$536K0.1%N/A0.001%
10/14/2025 Wealth Alliance Advisory Group LLC50,690$870K0.2%-17.7%0.001%
10/14/2025 Welch Group LLC31,037$533K0.0%-3.3%0.001%
10/14/2025 Fourpath Capital Management LLC874,849$15.01M2.1%+0.8%0.025%
10/14/2025 Kirr Marbach & Co. LLC IN102,573$1.76M0.3%-3.1%0.003%
10/14/2025 Farther Finance Advisors LLC80,938$1.39M0.0%+5.7%0.002%
10/14/2025 HBK Sorce Advisory LLC25,363$423K0.0%+37.9%0.001%
10/14/2025 LongView Wealth Management29,624$508K0.1%-9.0%0.001%
10/14/2025 Exchange Traded Concepts LLC1,606,826$27.57M0.2%+5.5%0.047%
10/14/2025 Abner Herrman & Brock LLC35,000$601K0.1%+250.0%0.001%
10/14/2025 Walker Asset Management LLC14,551$250K0.1%+6.0%0.000%
10/14/2025 Baldwin Wealth Partners LLC MA260,603$4.47M0.3%-2.0%0.008%
10/10/2025 Sound Income Strategies LLC15,077$251K0.0%+29.9%0.000%
10/10/2025 Corsicana & Co.51,040$876K0.5%N/A0.001%
10/10/2025 Cyndeo Wealth Partners LLC23,977$411K0.0%+9.8%0.001%
10/10/2025 Focus Financial Network Inc.25,512$438K0.0%-4.9%0.001%
10/10/2025 Rydar Equities Inc.12,186$207K0.2%N/A0.000%
10/10/2025 Fiduciary Financial Group LLC27,499$472K0.1%+19.7%0.001%
10/9/2025 Walnut Private Equity Partners LLC2,037,500$34.96M19.8%+0.1%0.059%
10/9/2025 Meadowbrook Wealth Management LLC24,000$412K0.4%N/A0.001%
10/9/2025 Centurion Wealth Management LLC12,397$213K0.0%+16.4%0.000%
10/9/2025 Adams Asset Advisors LLC1,416,494$24.31M3.1%-0.5%0.041%
10/9/2025 Princeton Global Asset Management LLC3,875$66K0.0%-13.4%0.000%
10/9/2025 U.S. Capital Wealth Advisors LLC1,430,621$24.55M0.7%+13.7%0.042%
10/9/2025 Redhawk Wealth Advisors Inc.24,741$425K0.0%+7.6%0.001%
10/9/2025 Dynamic Advisor Solutions LLC161,452$2.77M0.1%+11.5%0.005%
10/9/2025 Fermata Advisors LLC15,035$258K0.1%+10.4%0.000%
10/9/2025 Chapin Davis Inc.103,153$1.77M0.4%+5.2%0.003%
10/8/2025 Patriot Financial Group Insurance Agency LLC14,965$257K0.0%N/A0.000%
10/8/2025 Teamwork Financial Advisors LLC20,516$352K0.0%-9.5%0.001%
10/8/2025 Chesley Taft & Associates LLC55,586$954K0.0%-11.2%0.002%
10/8/2025 Veracity Capital LLC36,791$631K0.2%+1.9%0.001%
10/7/2025 Chickasaw Capital Management LLC15,715,688$269.68M11.0%-2.7%0.458%
10/7/2025 Northside Capital Management LLC2,074,617$35.60M3.3%+9.9%0.060%
10/7/2025 Cullen Investment Group LTD.66,100$1.11M0.1%+3.4%0.002%
10/7/2025 Sonora Investment Management Group LLC73,962$1.27M0.1%+2.9%0.002%
10/7/2025 Sanders Morris Harris LLC99,398$1.71M0.2%+60.4%0.003%
10/7/2025 Hardin Capital Partners LLC10,110$173K0.1%N/A0.000%
10/6/2025 Moody National Bank Trust Division42,886$736K0.1%-10.6%0.001%
10/6/2025 Gradient Investments LLC22,573$387K0.0%N/A0.001%
10/6/2025 Venture Visionary Partners LLC139,016$2.39M0.1%-5.3%0.004%
9/30/2025Cullen Capital Management LLC192,994$3.50M0.0%-15.5%0.006%
9/29/2025 Summit Financial Wealth Advisors LLC24,209$439K0.1%+12.9%0.001%
9/26/2025Corient Private Wealth LLC1,690,771$30.65M0.0%+223.7%0.049%
9/22/2025GatePass Capital LLC25,500$462K0.3%+24.4%0.001%
9/22/2025Caldwell Trust Co3,022$55K0.0%N/A0.000%
9/12/2025Valeo Financial Advisors LLC213,331$3.87M0.1%+17.9%0.006%
9/10/2025WT Wealth Management45,594$827K0.2%+8.8%0.001%
9/4/2025Osaic Holdings Inc.2,872,247$52.08M0.1%-2.0%0.084%
9/2/2025FSC Wealth Advisors LLC2,750$50K0.0%N/A0.000%
8/29/2025Centaurus Financial Inc.17,785$322K0.0%-14.5%0.001%
8/25/2025Silverlake Wealth Management LLC113,219$2.05M0.6%+5.3%0.003%
(Data available from 1/1/2016 forward)

ET Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ET shares?

During the previous two years, 1,261 institutional investors and hedge funds held shares of Energy Transfer. The most heavily invested institutionals were Goldman Sachs Group Inc. ($1.44B), Alps Advisors Inc. ($1.40B), Blackstone Inc. ($1.05B), Invesco Ltd. ($1.02B), Morgan Stanley ($778.56M), FMR LLC ($756.84M), and Tortoise Capital Advisors L.L.C. ($710.24M).Learn more on Energy Transfer's institutional investors.

What percentage of Energy Transfer's stock is owned by institutional investors?

38.22% of Energy Transfer's stock is owned by institutional investors. Learn more on ET's institutional investor holdings.

Which institutional investors have been buying Energy Transfer's stock?

Of the 1,142 institutional investors that purchased Energy Transfer's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Reserve GP XIII Ltd ($23.34M), Alps Advisors Inc. ($17.96M), FMR LLC ($15.45M), Bank of Montreal Can ($12.36M), Mirae Asset Global Investments Co. Ltd. ($9.51M), Kingstone Capital Partners Texas LLC ($9.32M), and International Assets Investment Management LLC ($7.47M).

How much institutional buying is happening at Energy Transfer?

Institutional investors have bought a total of 158,319,539 shares in the last 24 months. This purchase volume represents approximately $2.91B in transactions.

Which of Energy Transfer's major shareholders have been selling company stock?

Of the 494 institutional investors that sold Energy Transfer's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Blackstone Inc. ($77.29M), Westwood Holdings Group Inc. ($16.69M), Goldman Sachs Group Inc. ($13.91M), Abrams Capital Management L.P. ($11.63M), Merewether Investment Management LP ($5.78M), International Assets Investment Management LLC ($3.95M), and Jennison Associates LLC ($2.97M).

How much institutional selling is happening at Energy Transfer?

Institutional investors have sold a total of 170,046,047 shares in the last 24 months. This volume of shares sold represents approximately $3.22B in transactions.


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This page (NYSE:ET) was last updated on 10/19/2025 by MarketBeat.com Staff
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