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Energy Transfer (ET) Institutional Ownership

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$16.84 +0.04 (+0.22%)
As of 11:06 AM Eastern
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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)
887
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
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%
8/21/2025Pathway Financial Advisers LLC108,673$1.97M0.6%+11.9%0.003%
8/20/2025Thompson Davis & CO. Inc.21,877$397K0.2%+108.4%0.001%
8/19/2025B. Riley Wealth Advisors Inc.97,312$1.76M0.1%N/A0.003%
8/19/2025Newbridge Financial Services Group Inc.72,805$1.32M0.2%+144.9%0.002%
8/19/2025MRP Capital Investments LLC55,488$1.01M0.7%+3.9%0.002%
8/19/2025Advisory Services Network LLC399,351$7.20M0.1%+25.6%0.012%
8/19/2025Anchor Investment Management LLC63,030$1.14M0.1%-1.0%0.002%
8/19/2025State of Wyoming31,441$570K0.1%-20.4%0.001%
8/19/2025Campbell Capital Management Inc.65,000$1.18M0.5%-14.7%0.002%
8/18/2025Tyler Stone Wealth Management46,685$846K0.1%+27.1%0.001%
8/18/2025Geneos Wealth Management Inc.111,917$2.03M0.0%+84.6%0.003%
8/18/2025Westwood Holdings Group Inc.16,679,980$302.41M2.2%-0.6%0.486%
8/18/2025Castleark Management LLC238,240$4.32M0.1%-22.3%0.007%
8/18/2025Second Line Capital LLC26,237$476K0.1%+3.9%0.001%
8/18/2025Pacific Center for Financial Services1,920$35K0.0%-25.8%0.000%
8/16/2025Evergreen Capital Management LLC899,176$16.30M0.5%+0.3%0.026%
8/15/2025JCP Investment Management LLC113,522$2.06M1.2%-83.4%0.003%
8/15/2025Tower Research Capital LLC TRC 3,839$70K0.0%N/A0.000%
8/15/2025Asset Allocation Strategies LLC41,204$747K0.1%+17.8%0.001%
8/15/2025Corient Private Wealth LLC1,690,769$30.65M0.0%+223.7%0.049%
8/15/2025Equitable Holdings Inc.145,136$2.63M0.0%+7.3%0.004%
8/15/2025Northeast Financial Consultants Inc132,535$2.40M0.1%-11.1%0.004%
8/15/2025Captrust Financial Advisors512,118$9.29M0.0%+7.1%0.015%
8/15/2025Prevail Innovative Wealth Advisors LLC178,299$3.23M0.7%+52.0%0.005%
8/15/2025WFA of San Diego LLC4,000$73K0.1%N/A0.000%
8/15/2025BROOKFIELD Corp ON 14,068,948$255.07M0.3%-3.8%0.410%
8/15/2025Visionary Wealth Advisors175,274$3.18M0.2%+392.9%0.005%
8/15/2025Two Sigma Securities LLC26,169$474K0.1%-38.3%0.001%
8/15/2025Taconic Capital Advisors LP100,000$1.81M0.2%-50.0%0.003%
8/15/2025Talisman Wealth Advisors LLC12,794$232K0.2%+5.9%0.000%
8/15/2025Tidal Investments LLC22,411$406K0.0%-22.1%0.001%
8/15/2025Snowden Capital Advisors LLC69,256$1.26M0.0%-10.1%0.002%
8/15/2025MML Investors Services LLC220,889$4.01M0.0%+6.0%0.006%
8/15/2025Merewether Investment Management LP1,315,612$23.85M0.7%-45.8%0.038%
8/15/2025Militia Capital Partners LP530,000$9.61M4.5%+27.7%0.015%
8/15/2025Modern Wealth Management LLC13,579$246K0.0%+33.8%0.000%
8/15/2025Lazard Asset Management LLC16,275$295K0.0%+29.5%0.000%
8/15/2025HRT Financial LP1,873,174$33.96M0.1%+61.3%0.055%
8/15/2025Hilton Capital Management LLC33,755$612K0.0%+3.1%0.001%
8/15/2025IHT Wealth Management LLC160,296$2.91M0.1%+3.2%0.005%
8/15/2025Great Valley Advisor Group Inc.147,859$2.68M0.1%-1.0%0.004%
8/15/2025EP Wealth Advisors LLC59,537$1.08M0.0%+13.9%0.002%
8/15/2025Energy Income Partners LLC23,024,530$417.44M8.2%-0.4%0.671%
8/15/2025Curi Capital LLC84,937$1.54M0.0%N/A0.002%
8/15/2025Benjamin Edwards Inc.140,457$2.55M0.0%+1,125.0%0.004%
8/15/2025Ameriprise Financial Inc.385,788$6.98M0.0%-15.4%0.011%
8/15/2025Avenir Corp439,832$7.97M0.8%+0.3%0.013%
8/15/2025Alden Global Capital LLC744,513$13.50M8.3%+17.8%0.022%
8/14/2025Sentinel Wealth Management Inc.11,183$203K0.2%N/A0.000%
8/14/2025Progeny 3 Inc.2,742,885$49.73M2.8%+17.0%0.080%
8/14/2025Ausdal Financial Partners Inc.51,816$939K0.1%+41.0%0.002%
8/14/2025Quantinno Capital Management LP311,274$5.64M0.0%+791.0%0.009%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.21,353,476$387.14M0.7%+9.3%0.622%
8/14/2025Diversify Advisory Services LLC88,145$1.53M0.1%+26.0%0.003%
8/14/2025Lavaca Capital LLC12,787$232K0.0%-93.4%0.000%
8/14/2025Pingora Partners LLC114,454$2.08M1.6%+0.7%0.003%
8/14/2025Peapack Gladstone Financial Corp13,480$244K0.0%-5.5%0.000%
8/14/2025Wealth Preservation Advisors LLC2,360$43K0.0%-44.6%0.000%
8/14/2025HUB Investment Partners LLC112,491$2.04M0.1%-29.2%0.003%
8/14/2025Main Street Financial Solutions LLC14,540$264K0.0%+11.9%0.000%
8/14/2025Glenview Trust co77,665$1.41M0.0%N/A0.002%
8/14/2025Sei Investments Co.178,964$3.25M0.0%-26.7%0.005%
8/14/2025Concorde Financial Corp389,238$7.06M4.2%+0.4%0.011%
8/14/2025Potentia Wealth12,798$232K0.1%-25.5%0.000%
8/14/2025NewEdge Advisors LLC784,442$14.22M0.1%+40.3%0.023%
8/14/2025Goldentree Asset Management LP548,720$9.95M1.0%+94.6%0.016%
8/14/2025Certuity LLC23,740$430K0.0%-47.2%0.001%
8/14/2025Transce3nd LLC57,198$1.04M0.4%+24.3%0.002%
8/14/2025Natixis17,476,924$316.86M1.4%-3.9%0.509%
8/14/2025Bollard Group LLC856,060$15.52M0.4%+15.3%0.025%
8/14/2025Cary Street Partners Financial LLC161,574$2.93M0.1%+3.3%0.005%
8/14/2025Callodine Capital Management LP1,035,000$18.77M1.9%+56.8%0.030%
8/14/2025Cerity Partners LLC331,960$6.02M0.0%-1.1%0.010%
8/13/2025Gabelli Funds LLC1,280,192$23.21M0.2%+0.1%0.037%
8/13/2025Jump Financial LLC1,791,358$32.48M0.4%+2,687.9%0.052%
8/13/2025Quantum Portfolio Management LLC44,734$811K0.4%-6.3%0.001%
8/13/2025Shepherd Financial Partners LLC21,921$397K0.0%+60.3%0.001%
8/13/2025Seaview Investment Managers LLC425,558$7.72M1.6%+3,021.8%0.012%
8/13/2025Finer Wealth Management Inc.184,413$3.34M1.8%+4.9%0.005%
8/13/2025Gateway Wealth Partners LLC35,658$646K0.1%+47.5%0.001%
8/13/2025Tema Etfs LLC116,114$2.11M0.6%N/A0.003%
8/13/2025Brown Advisory Inc.513,324$9.31M0.0%+0.7%0.015%
8/13/2025SCS Capital Management LLC104,132$1.89M0.0%-2.3%0.003%
8/13/2025Annandale Capital LLC637,479$11.56M0.9%-242.1%0.019%
8/13/2025Baird Financial Group Inc.26,174$475K0.0%-18.4%0.001%
8/13/2025First Trust Advisors LP627,680$11.38M0.0%+8.8%0.018%
8/13/2025Crescent Grove Advisors LLC316,889$5.75M0.6%+47.6%0.009%
8/13/2025Guggenheim Capital LLC50,919$923K0.0%+5.6%0.001%
8/13/2025McGowan Group Asset Management Inc.859,318$15.58M2.0%+0.7%0.025%
(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, 1,259 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 1,139 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 158,572,903 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 169,890,874 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 10/6/2025 by MarketBeat.com Staff
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