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Energy Transfer (ET) Institutional Ownership

Energy Transfer logo
$19.32 -0.01 (-0.07%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$19.29 -0.03 (-0.14%)
As of 06:24 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 Massive. 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)
851
Total
Institutional Inflows
(last 12 months)
$2.29B
Number of
Institutional Sellers
(last 12 months)
490
Total
Institutional Outflows
(last 12 months)
$1.06B
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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
7/2/2026 CX Institutional6,712$128K0.0%-12.9%0.000%
6/23/2026Ballast Advisors LLC4,961$96K0.0%N/A0.000%
6/22/2026Sapient Capital LLC15,457$298K0.0%+4.0%0.000%
6/18/2026Southern Financial Group LLC20,687$399K0.1%-10.0%0.001%
6/3/2026Parallel Advisors LLC50,588$976K0.0%-3.6%0.001%
6/3/2026NewEdge Advisors LLC860,407$16.61M0.1%+1.6%0.025%
5/28/2026Lavelle Capital LP54,421$1.05M0.7%N/A0.002%
5/27/2026Alpine Woods Capital Investors LLC14,400$278K0.1%+21.5%0.000%
5/26/2026Glenmede Trust Co. NA746,556$14.41M0.1%-1.7%0.022%
5/26/2026Summit Financial Wealth Advisors LLC28,233$545K0.1%+15.5%0.001%
5/26/2026Axiom Investment Management LLC90,901$1.75M1.3%N/A0.003%
5/22/2026Verus Capital Partners LLC25,682$496K0.0%-32.9%0.001%
5/21/2026GKV Capital Management Co. Inc.4,000$74K0.0%N/A0.000%
5/20/2026Hobbs Group Advisors LLC16,546$319K0.1%+7.5%0.000%
5/20/2026Arete Wealth Advisors LLC75,004$1.45M0.1%+86.7%0.002%
5/19/2026Bank of America Corp DE30,956,358$597.46M0.0%+5.7%0.900%
5/19/2026Centaurus Financial Inc.14,880$287K0.0%+6.8%0.000%
5/19/2026Ashton Thomas Securities LLC12,400$239K0.0%+18.1%0.000%
5/19/2026Encore Global Management LP189,000$3.65M2.5%N/A0.005%
5/19/2026Arete Wealth Advisors LLC30,131$582K0.0%-25.0%0.001%
5/18/2026Parvin Asset Management LLC10,125$195K0.1%N/A0.000%
5/18/2026Empire Financial Management Company LLC360,835$6.96M1.6%+13.9%0.010%
5/18/2026Talon Private Wealth LLC52,455$1.01M0.1%N/A0.002%
5/18/2026Recurrent Investment Advisors LLC5,562,381$107.35M6.5%+3.9%0.162%
5/18/2026Empowered Funds LLC1,982,403$38.26M0.2%+48.8%0.058%
5/18/2026Energy Income Partners LLC25,207,455$486.50M7.8%+0.2%0.733%
5/16/2026Ashford Capital Management Inc.195,153$3.77M0.5%+5.7%0.006%
5/16/2026KCM Investment Advisors LLC45,700$882K0.0%-2.8%0.001%
5/16/2026Glen Eagle Advisors LLC3,388$65K0.0%-49.3%0.000%
5/16/2026Excelsior Advisor Network LLC46,708$901K0.3%N/A0.001%
5/16/2026Quantinno Capital Management LP496,002$9.57M0.0%+9.5%0.014%
5/16/2026BROOKFIELD Corp ON 6,445,333$124.40M0.2%-8.8%0.187%
5/16/2026Lazard Asset Management LLC27,772$536K0.0%+13.3%0.001%
5/16/2026Progeny 3 Inc.2,743,907$52.96M2.9%-4.6%0.080%
5/16/2026Family Manage LLC19,162$370K0.0%+40.2%0.001%
5/15/2026Gateway Wealth Partners LLC119,838$2.31M0.1%+114.6%0.003%
5/15/2026Quadcap Wealth Management LLC15,828$305K0.0%-10.6%0.000%
5/15/2026Cypress Capital Group18,620$359K0.0%N/A0.001%
5/15/2026Everest Financial Group LLC308,726$5.96M1.0%-0.7%0.009%
5/15/2026Callodine Capital Management LP1,875,000$36.19M2.5%+18.3%0.054%
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5/15/2026Matrix Private Capital Group LLC45,243$873K0.4%N/A0.001%
5/15/2026Waverly Advisors LLC1,725,843$33.31M0.2%+22.3%0.050%
5/15/2026Empirical Finance LLC1,404,756$27.11M1.3%+86.8%0.041%
5/15/2026Cannell & Spears LLC192,551$3.72M0.1%-20.5%0.006%
5/14/2026Bollard Group LLC956,441$18.46M0.5%+17.9%0.028%
5/14/2026Gabelli Funds LLC1,285,825$24.82M0.2%-1.9%0.037%
5/14/2026Hilltop Holdings Inc.320,187$6.18M0.6%-3.4%0.009%
5/14/2026Compound Planning Inc.20,295$392K0.0%N/A0.001%
5/14/2026Modern Wealth Management LLC10,735$204K0.0%-24.8%0.000%
5/14/2026Keebeck Wealth Management315,299$6.09M0.7%-0.7%0.009%
5/14/2026Mizuho Markets Americas LLC3,200,000$61.76M1.7%N/A0.093%
5/14/2026Bank of Nova Scotia32,630$630K0.0%N/A0.001%
5/14/2026Sei Investments Co.87,707$1.69M0.0%-12.6%0.003%
5/14/2026Davis R M Inc.15,928$307K0.0%N/A0.000%
5/14/2026State of Wyoming22,274$430K0.1%+85.3%0.001%
5/13/2026Coronation Fund Managers Ltd.742,278$14.33M0.7%+23.0%0.022%
5/13/2026Mizuho Markets Cayman LP230,813$4.46M0.2%+47.7%0.007%
5/13/2026Lavaca Capital LLC192,800$3.72M0.7%-26.3%0.006%
5/13/2026KCM Capital Inc840,000$16.21M2.6%+40.0%0.024%
5/13/2026AR Asset Management Inc.321,920$6.21M1.2%+2.4%0.009%
5/13/2026Militia Capital Management LLC600,000$11.58M2.5%N/A0.017%
5/13/2026NewEdge Wealth LLC172,289$3.33M0.0%-3.8%0.005%
5/13/2026First Trust Advisors LP815,302$15.74M0.0%+26.9%0.024%
5/12/2026Millennium Capital Advisors LLC142,168$2.74M1.7%+0.7%0.004%
5/12/2026Chase Investment Counsel Corp86,872$1.68M0.4%-60.1%0.003%
5/12/2026Fortis Capital Management LLC56,488$1.09M0.1%+13.2%0.002%
5/8/2026PNC Financial Services Group Inc.268,563$5.18M0.0%+3.2%0.008%
5/8/2026CMC Financial Group30,000$579K1.1%N/A0.001%
5/8/2026Glenview Trust Co78,315$1.51M0.0%+2.4%0.002%
5/8/2026Cassaday & Co Wealth Management LLC1,830$35K0.0%N/A0.000%
5/7/2026AlTi Global Inc.65,458$1.26M0.0%N/A0.002%
5/7/2026Parallel Advisors LLC50,588$976K0.0%-3.6%0.001%
5/7/2026Broderick Brian C125,000$2.41M0.4%N/A0.004%
5/7/2026World Equity Group Inc.22,622$437K0.1%+113.8%0.001%
5/7/2026Crescent Grove Advisors LLC216,186$4.17M0.4%+8.1%0.006%
5/6/2026Laidlaw Wealth Management LLC26,830$518K1.8%+28.8%0.001%
5/6/2026Jennison Associates LLC1,584,039$30.57M0.0%+4.6%0.046%
5/6/2026Annis Gardner Whiting Capital Advisors LLC100,000$1.93M0.3%N/A0.003%
5/6/2026Euro Pacific Asset Management LLC14,360$260K0.0%+8.7%0.000%
5/6/2026Modera Wealth Management LLC17,539$339K0.0%+28.6%0.001%
5/6/2026Catalyst Capital Advisors LLC1,939,020$37.42M0.7%-3.7%0.056%
5/6/2026Assetmark Inc.13,105$253K0.0%+159.3%0.000%
5/6/2026Bessemer Group Inc.14,935$288K0.0%+5,272.3%0.000%
5/6/2026SteelPeak Wealth LLC17,398$336K0.0%N/A0.001%
5/6/2026Independent Financial Group LLC112,449$2.17M0.1%N/A0.003%
5/6/2026Prosperity Consulting Group LLC36,888$712K0.0%+8.7%0.001%
5/6/2026Helium Advisors LLC16,033$309K0.3%+18.0%0.000%
5/5/2026Bank of New York Mellon Corp172,971$3.34M0.0%-37.2%0.005%
5/5/2026Geneos Wealth Management Inc.21,919$423K0.0%-2.8%0.001%
5/5/2026NFSG Corp95,876$1.85M0.3%+8.4%0.003%
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5/5/2026Ethos Financial Group LLC22,298$430K0.0%+11.5%0.001%
5/5/2026Sanctuary Advisors LLC1,888,661$36.45M0.2%+15.8%0.055%
5/5/2026Cornerstone Advisory LLC106,560$2.06M0.2%+2.6%0.003%
5/5/2026Adell Harriman & Carpenter Inc.281,696$5.44M0.3%+0.3%0.008%
5/5/2026Nwam LLC36,390$702K0.0%+4.7%0.001%
5/5/2026Maryland State Retirement & Pension System2,849,140$54.99M1.1%-4.4%0.083%
5/5/2026Avantax Planning Partners Inc.39,362$760K0.0%+15.9%0.001%
5/4/2026Calamos Advisors LLC246,052$4.75M0.0%+6.5%0.007%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management49,507$955K0.0%+24.7%0.001%
5/4/2026Bleakley Financial Group LLC56,321$1.09M0.0%+97.6%0.002%


ET Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,356 institutional investors and hedge funds held shares of Energy Transfer. The most heavily invested institutionals were Goldman Sachs Group Inc. ($1.44B), Morgan Stanley ($1.42B), Alps Advisors Inc. ($1.38B), Blackstone Inc. ($1.05B), Invesco Ltd. ($906.86M), FMR LLC ($756.84M), and Tortoise Capital Advisors L.L.C. ($637.76M).Learn more on Energy Transfer's institutional investors.

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

Of the 1,216 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: Morgan Stanley ($25.37M), Alps Advisors Inc. ($18.17M), FMR LLC ($15.45M), CIBC Bancorp USA Inc. ($15.40M), Bank of Montreal Can ($12.50M), Kingstone Capital Partners Texas LLC ($9.32M), and Tortoise Capital Advisors L.L.C. ($5.20M).

Institutional investors have bought a total of 132,390,394 shares in the last 24 months. This purchase volume represents approximately $2.29B in transactions.

Of the 490 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: Westwood Holdings Group Inc. ($16.69M), BROOKFIELD Corp ON ($4.29M), Victory Capital Management Inc. ($3.54M), Invesco Ltd. ($2.90M), Citigroup Inc. ($2.38M), RR Advisors LLC ($1.74M), and Susquehanna Portfolio Strategies LLC ($1.72M).

Institutional investors have sold a total of 60,421,072 shares in the last 24 months. This volume of shares sold represents approximately $1.06B in transactions.


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This page (NYSE:ET) was last updated on 7/6/2026 by MarketBeat.com Staff.
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