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Energy Transfer (ET) Institutional Ownership

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$17.57 -0.03 (-0.14%)
Closing price 08/27/2025 03:59 PM Eastern
Extended Trading
$17.61 +0.04 (+0.26%)
As of 08:11 AM 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.

Institutional Ownership Changes (13F Filings) for Energy Transfer (NYSE:ET)

Current
Institutional Ownership
Percentage
38.22%
Number of
Institutional Buyers
(last 12 months)
884
Total
Institutional Inflows
(last 12 months)
$2.90B
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/25/2025 Silverlake Wealth Management LLC113,219$2.05M0.6%+5.3%0.003%
8/21/2025 Pathway Financial Advisers LLC108,673$1.97M0.6%+11.9%0.003%
8/20/2025 Thompson Davis & CO. Inc.21,877$397K0.2%+108.4%0.001%
8/19/2025 B. Riley Wealth Advisors Inc.97,312$1.76M0.1%N/A0.003%
8/19/2025 Newbridge Financial Services Group Inc.72,805$1.32M0.2%+144.9%0.002%
8/19/2025 MRP Capital Investments LLC55,488$1.01M0.7%+3.9%0.002%
8/19/2025 Advisory Services Network LLC399,351$7.20M0.1%+25.6%0.012%
8/19/2025 Anchor Investment Management LLC63,030$1.14M0.1%-1.0%0.002%
8/19/2025 State of Wyoming31,441$570K0.1%-20.4%0.001%
8/19/2025 Campbell Capital Management Inc.65,000$1.18M0.5%-14.7%0.002%
8/18/2025 Tyler Stone Wealth Management46,685$846K0.1%+27.1%0.001%
8/18/2025 Geneos Wealth Management Inc.111,917$2.03M0.0%+84.6%0.003%
8/18/2025 Westwood Holdings Group Inc.16,679,980$302.41M2.2%-0.6%0.486%
8/18/2025 Castleark Management LLC238,240$4.32M0.1%-22.3%0.007%
8/18/2025 Second Line Capital LLC26,237$476K0.1%+3.9%0.001%
8/18/2025 Pacific Center for Financial Services1,920$35K0.0%-25.8%0.000%
8/16/2025 Evergreen Capital Management LLC899,176$16.30M0.5%+0.3%0.026%
8/15/2025 JCP Investment Management LLC113,522$2.06M1.2%-83.4%0.003%
8/15/2025 Tower Research Capital LLC TRC 3,839$70K0.0%N/A0.000%
8/15/2025 Asset Allocation Strategies LLC41,204$747K0.1%+17.8%0.001%
8/15/2025 Corient Private Wealth LLC1,690,769$30.65M0.0%+223.7%0.049%
8/15/2025 Equitable Holdings Inc.145,136$2.63M0.0%+7.3%0.004%
8/15/2025 Northeast Financial Consultants Inc132,535$2.40M0.1%-11.1%0.004%
8/15/2025 Captrust Financial Advisors512,118$9.29M0.0%+7.1%0.015%
8/15/2025 Prevail Innovative Wealth Advisors LLC178,299$3.23M0.7%+52.0%0.005%
8/15/2025 WFA of San Diego LLC4,000$73K0.1%N/A0.000%
8/15/2025 BROOKFIELD Corp ON 14,068,948$255.07M0.3%-3.8%0.410%
8/15/2025 Visionary Wealth Advisors175,274$3.18M0.2%+392.9%0.005%
8/15/2025 Two Sigma Securities LLC26,169$474K0.1%-38.3%0.001%
8/15/2025 Taconic Capital Advisors LP100,000$1.81M0.2%-50.0%0.003%
8/15/2025 Talisman Wealth Advisors LLC12,794$232K0.2%+5.9%0.000%
8/15/2025 Tidal Investments LLC22,411$406K0.0%-22.1%0.001%
8/15/2025 Snowden Capital Advisors LLC69,256$1.26M0.0%-10.1%0.002%
8/15/2025 MML Investors Services LLC220,889$4.01M0.0%+6.0%0.006%
8/15/2025 Merewether Investment Management LP1,315,612$23.85M0.7%-45.8%0.038%
8/15/2025 Militia Capital Partners LP530,000$9.61M4.5%+27.7%0.015%
8/15/2025 Modern Wealth Management LLC13,579$246K0.0%+33.8%0.000%
8/15/2025 Lazard Asset Management LLC16,275$295K0.0%+29.5%0.000%
8/15/2025 HRT Financial LP1,873,174$33.96M0.1%+61.3%0.055%
8/15/2025 Hilton Capital Management LLC33,755$612K0.0%+3.1%0.001%
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8/15/2025 IHT Wealth Management LLC160,296$2.91M0.1%+3.2%0.005%
8/15/2025 Great Valley Advisor Group Inc.147,859$2.68M0.1%-1.0%0.004%
8/15/2025 EP Wealth Advisors LLC59,537$1.08M0.0%+13.9%0.002%
8/15/2025 Energy Income Partners LLC23,024,530$417.44M8.2%-0.4%0.671%
8/15/2025 Curi Capital LLC84,937$1.54M0.0%N/A0.002%
8/15/2025 Benjamin Edwards Inc.140,457$2.55M0.0%+1,125.0%0.004%
8/15/2025 Ameriprise Financial Inc.385,788$6.98M0.0%-15.4%0.011%
8/15/2025 Avenir Corp439,832$7.97M0.8%+0.3%0.013%
8/15/2025 Alden Global Capital LLC744,513$13.50M8.3%+17.8%0.022%
8/14/2025 Sentinel Wealth Management Inc.11,183$203K0.2%N/A0.000%
8/14/2025 Progeny 3 Inc.2,742,885$49.73M2.8%+17.0%0.080%
8/14/2025 Ausdal Financial Partners Inc.51,816$939K0.1%+41.0%0.002%
8/14/2025 Quantinno Capital Management LP311,274$5.64M0.0%+791.0%0.009%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.21,353,476$387.14M0.7%+9.3%0.622%
8/14/2025 Diversify Advisory Services LLC88,145$1.53M0.1%+26.0%0.003%
8/14/2025 Lavaca Capital LLC12,787$232K0.0%-93.4%0.000%
8/14/2025 Pingora Partners LLC114,454$2.08M1.6%+0.7%0.003%
8/14/2025 Peapack Gladstone Financial Corp13,480$244K0.0%-5.5%0.000%
8/14/2025 Wealth Preservation Advisors LLC2,360$43K0.0%-44.6%0.000%
8/14/2025 HUB Investment Partners LLC112,491$2.04M0.1%-29.2%0.003%
8/14/2025 Main Street Financial Solutions LLC14,540$264K0.0%+11.9%0.000%
8/14/2025 Glenview Trust co77,665$1.41M0.0%N/A0.002%
8/14/2025 Sei Investments Co.178,964$3.25M0.0%-26.7%0.005%
8/14/2025 Concorde Financial Corp389,238$7.06M4.2%+0.4%0.011%
8/14/2025 Potentia Wealth12,798$232K0.1%-25.5%0.000%
8/14/2025 NewEdge Advisors LLC784,442$14.22M0.1%+40.3%0.023%
8/14/2025 Goldentree Asset Management LP548,720$9.95M1.0%+94.6%0.016%
8/14/2025 Certuity LLC23,740$430K0.0%-47.2%0.001%
8/14/2025 Transce3nd LLC57,198$1.04M0.4%+24.3%0.002%
8/14/2025 Natixis17,476,924$316.86M1.4%-3.9%0.509%
8/14/2025 Bollard Group LLC856,060$15.52M0.4%+15.3%0.025%
8/14/2025 Cary Street Partners Financial LLC161,574$2.93M0.1%+3.3%0.005%
8/14/2025 Callodine Capital Management LP1,035,000$18.77M1.9%+56.8%0.030%
8/14/2025 Cerity Partners LLC331,960$6.02M0.0%-1.1%0.010%
8/13/2025 Gabelli Funds LLC1,280,192$23.21M0.2%+0.1%0.037%
8/13/2025 Jump Financial LLC1,791,358$32.48M0.4%+2,687.9%0.052%
8/13/2025 Quantum Portfolio Management LLC44,734$811K0.4%-6.3%0.001%
8/13/2025 Shepherd Financial Partners LLC21,921$397K0.0%+60.3%0.001%
8/13/2025 Seaview Investment Managers LLC425,558$7.72M1.6%+3,021.8%0.012%
8/13/2025 Finer Wealth Management Inc.184,413$3.34M1.8%+4.9%0.005%
8/13/2025 Gateway Wealth Partners LLC35,658$646K0.1%+47.5%0.001%
8/13/2025 Tema Etfs LLC116,114$2.11M0.6%N/A0.003%
8/13/2025 Brown Advisory Inc.513,324$9.31M0.0%+0.7%0.015%
8/13/2025 SCS Capital Management LLC104,132$1.89M0.0%-2.3%0.003%
8/13/2025 Annandale Capital LLC637,479$11.56M0.9%-242.1%0.019%
8/13/2025 Baird Financial Group Inc.26,174$475K0.0%-18.4%0.001%
8/13/2025 First Trust Advisors LP627,680$11.38M0.0%+8.8%0.018%
8/13/2025 Crescent Grove Advisors LLC316,889$5.75M0.6%+47.6%0.009%
8/13/2025 Guggenheim Capital LLC50,919$923K0.0%+5.6%0.001%
8/13/2025 McGowan Group Asset Management Inc.859,318$15.58M2.0%+0.7%0.025%
A New Way to Double Your Retirement Income? (Ad)

Bloomberg reports that a new class of investments is “entering a golden era,” with yields fueling a retail boom. For retirees, that could mean a way to generate reliable monthly income—without the outdated 4% withdrawal rule, risky trading, or high-fee annuities. If you’re ready to stop worrying about money running out and start enjoying the freedom to cover expenses, treat loved ones, and live life on your terms, this may be exactly what you’ve been waiting for.tc pixel

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8/13/2025 JBR Co Financial Management Inc20,391$370K0.2%N/A0.001%
8/13/2025 Cutler Capital Management LLC393,619$7.14M2.5%-5.5%0.011%
8/13/2025 Invesco Ltd.56,089,624$1.02B0.2%-0.1%1.634%
8/13/2025 Plan Group Financial LLC100,639$1.83M0.6%-36.7%0.003%
8/13/2025 CW Advisors LLC40,778$739K0.0%+4.4%0.001%
8/13/2025 JT Stratford LLC67,868$1.23M0.2%+107.7%0.002%
8/13/2025 Argyle Capital Partners LLC50,874$922K0.8%+15.2%0.001%
8/13/2025 IAG Wealth Partners LLC11,259$204K0.0%+6.8%0.000%
8/13/2025 Fort Sheridan Advisors LLC393,870$7.14M1.0%+1.9%0.011%
8/13/2025 Beacon Pointe Advisors LLC1,185,466$21.49M0.2%-34.5%0.035%
(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, 1,258 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 1,137 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 ($7.48M).

How much institutional buying is happening at Energy Transfer?

Institutional investors have bought a total of 158,174,589 shares in the last 24 months. This purchase volume represents approximately $2.90B 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 169,865,938 shares in the last 24 months. This volume of shares sold represents approximately $3.22B in transactions.



This page (NYSE:ET) was last updated on 8/28/2025 by MarketBeat.com Staff
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