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Energy Transfer (ET) Institutional Ownership

Energy Transfer logo
$17.73 -0.24 (-1.34%)
As of 03:48 PM 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)
797
Total
Institutional Inflows
(last 12 months)
$2.55B
Number of
Institutional Sellers
(last 12 months)
436
Total
Institutional Outflows
(last 12 months)
$2.86B
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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
7/3/2025 TrueWealth Advisors LLC16,064$291K0.1%-16.4%0.000%
7/2/2025 Capital Market Strategies LLC17,323$314K0.2%-18.8%0.001%
7/2/2025 HBW Advisory Services LLC38,465$697K0.1%+24.0%0.001%
7/2/2025 Helen Stephens Group LLC20,539$372K0.1%+13.4%0.001%
7/2/2025 Howard Financial Services LTD.188,309$3.41M0.4%+3.4%0.005%
7/2/2025 Doliver Advisors LP31,057$563K0.2%-3.7%0.001%
7/1/2025 Harbor Investment Advisory LLC27,345$496K0.0%+137.8%0.001%
7/1/2025 Private Client Services LLC19,096$346K0.1%-13.9%0.001%
6/10/2025BROOKFIELD Corp ON 14,626,020$271.90M1.5%+6.4%0.426%
6/6/2025Militia Capital Partners LP415,000$7.72M6.1%+37.6%0.012%
6/2/2025Hodges Capital Management Inc.331,178$6.16M0.6%+2.2%0.010%
5/28/2025Ellsworth Advisors LLC114,086$2.12M0.6%+4.7%0.003%
5/28/2025Intrua Financial LLC113,180$2.10M0.3%-2.5%0.003%
5/27/2025Advisors Capital Management LLC481,419$8.95M0.1%-3.7%0.014%
5/22/2025Rollins Financial Advisors LLC189,842$3.53M0.6%+18.1%0.006%
5/22/2025Chelsea Counsel Co.20,000$372K0.2%N/A0.001%
5/21/2025Indiana Trust & Investment Management Co11,796$219K0.1%+5.1%0.000%
5/21/2025McAdam LLC79,786$1.48M0.1%+2.8%0.002%
5/21/2025Acadian Asset Management LLC149,763$2.78M0.0%-48.8%0.004%
5/21/2025Geneos Wealth Management Inc.60,634$1.13M0.0%+3.1%0.002%
5/20/2025Belpointe Asset Management LLC84,982$1.58M0.1%+9.2%0.002%
5/20/2025Focus Partners Wealth275,698$5.13M0.0%+11.9%0.008%
5/20/2025Integrity Alliance LLC.23,815$443K0.0%N/A0.001%
5/19/2025Advisory Alpha LLC10,141$189K0.0%N/A0.000%
5/19/2025SCS Capital Management LLC106,632$1.98M0.0%N/A0.003%
5/16/2025Zurich Insurance Group Ltd FI3,703,877$68.86M0.6%-8.3%0.108%
5/16/2025Empowered Funds LLC405,820$7.54M0.1%+1.1%0.012%
5/16/2025Arete Wealth Advisors LLC37,971$706K0.1%-1.5%0.001%
5/16/2025First Dallas Securities Inc.181,899$3.38M1.4%+1.8%0.005%
5/16/2025Laidlaw Wealth Management LLC31,655$588K1.7%+38.4%0.001%
5/16/2025Talon Private Wealth LLC48,722$906K0.1%+1.6%0.001%
5/16/2025Pacific Center for Financial Services2,586$48K0.0%+34.7%0.000%
5/16/2025Philosophy Capital Management LLC2,568,231$47.74M3.4%+1.9%0.075%
5/16/2025Mountain Lake Investment Management LLC42,049$782K0.7%N/A0.001%
5/16/2025NewEdge Advisors LLC559,157$10.40M0.1%-4.4%0.016%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.19,528,085$363.03M0.8%-1.3%0.569%
5/16/2025Integrated Wealth Concepts LLC143,889$2.68M0.0%+2.6%0.004%
5/16/2025Greenline Partners LLC10,922$203K0.0%N/A0.000%
5/16/2025Edmond DE Rothschild Holding S.A.3,496$65K0.0%-88.5%0.000%
5/16/2025Beaird Harris Wealth Management LLC1,332$25K0.0%-38.1%0.000%
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5/16/2025AQR Capital Management LLC21,041$391K0.0%+62.8%0.001%
5/16/2025Advisors Asset Management Inc.365,332$6.79M0.1%+10.8%0.011%
5/16/2025AlphaQ Advisors LLC39,205$729K1.7%-3.2%0.001%
5/16/2025Appaloosa LP4,957,235$92.16M1.1%+0.9%0.144%
5/15/2025Cooperman Leon G13,000,000$241.67M9.6%+2.7%0.379%
5/15/2025Chiron Capital Management LLC46,661$867K0.8%-31.8%0.001%
5/15/2025EP Wealth Advisors LLC52,285$972K0.0%-2.0%0.002%
5/15/2025First Manhattan CO. LLC.53,707$998K0.0%N/A0.002%
5/15/2025Newbrook Capital Advisors LP1,469,224$27.31M4.3%N/A0.043%
5/15/2025Royal Bank of Canada4,589,952$85.33M0.0%-8.2%0.134%
5/15/2025Energy Income Partners LLC23,120,066$429.80M8.2%+12.0%0.674%
5/15/2025MAI Capital Management755,652$14.05M0.1%+1.3%0.022%
5/15/2025Ashford Capital Management Inc.230,803$4.29M0.6%-7.0%0.007%
5/15/2025Baird Financial Group Inc.32,074$596K0.0%+42.1%0.001%
5/15/2025Pinnacle Wealth Planning Services Inc.3,654,665$67.94M10.2%-4.6%0.107%
5/15/2025OLD Mission Capital LLC23,044$428K0.0%N/A0.001%
5/15/2025Evergreen Capital Management LLC896,555$16.67M0.6%-6.8%0.026%
5/15/2025State of Wyoming39,478$734K0.1%+289.5%0.001%
5/15/2025Tortoise Investment Management LLC5,916$110K0.0%+211.4%0.000%
5/15/2025Cascade Investment Group Inc.88,950$1.65M1.3%-2.2%0.003%
5/15/2025Callodine Capital Management LP660,000$12.27M2.0%-22.4%0.019%
5/14/2025Wealth Preservation Advisors LLC4,260$79K0.1%N/A0.000%
5/14/2025Ieq Capital LLC192,435$3.58M0.0%-9.0%0.006%
5/14/2025Quadcap Wealth Management LLC17,363$323K0.0%-3.4%0.001%
5/14/2025Gamco Investors INC. ET AL137,800$2.56M0.0%+47.9%0.004%
5/14/2025Samalin Investment Counsel LLC53,805$1M0.4%+3.8%0.002%
5/14/2025Gabelli Funds LLC1,278,492$23.77M0.2%+2.3%0.037%
5/14/2025Orion Capital Management LLC8,800$164K0.1%N/A0.000%
5/14/2025WealthTrust Axiom LLC38,572$717K0.2%-2.2%0.001%
5/14/2025Kamunting Street Capital Management L.P.1,679,238$31.22M20.9%+36.2%0.049%
5/14/2025Southeast Asset Advisors LLC27,420$510K0.1%N/A0.001%
5/14/2025Jump Financial LLC64,254$1.19M0.0%-14.6%0.002%
5/14/2025SVB Wealth LLC9,417$175K0.0%-59.7%0.000%
5/14/2025Cadence Bank47,424$882K0.1%+5.6%0.001%
5/14/2025Bahl & Gaynor Inc.268,153$4.99M0.0%+0.6%0.008%
5/14/2025Westwood Wealth Management17,400$323K0.1%+12.3%0.001%
5/14/2025Caitlin John LLC48,793$907K0.9%+56.7%0.001%
5/14/2025Northwestern Mutual Wealth Management Co.257,618$4.79M0.0%+17.9%0.008%
5/14/2025Samjo Management LLC45,500$846K0.4%+2.2%0.001%
5/14/2025Douglass Winthrop Advisors LLC32,550$605K0.0%+112.1%0.001%
5/14/2025Ariston Services Group44,409$826K0.7%+49.1%0.001%
5/14/2025Cutler Capital Management LLC416,471$7.74M2.7%-5.7%0.012%
5/14/2025Kestra Advisory Services LLC1,106,063$20.56M0.1%+7.3%0.032%
5/14/2025Tortoise Capital Advisors L.L.C.38,205,495$710.24M8.6%+2.6%1.113%
5/14/2025Compound Planning Inc.38,085$708K0.0%+19.3%0.001%
5/14/2025Hobbs Group Advisors LLC13,160$245K0.1%-5.1%0.000%
5/14/2025CW Advisors LLC39,067$728K0.0%N/A0.001%
5/14/2025Summit Financial LLC686,738$12.77M0.4%+0.2%0.020%
5/14/2025Joseph P. Lucia & Associates LLC88,262$1.64M0.7%+33.0%0.003%
5/14/2025Knollwood Investment Advisory LLC275,100$5.11M0.6%-0.3%0.008%
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5/14/2025GM Advisory Group LLC24,457$455K0.0%-7.6%0.001%
5/14/2025Capital Analysts LLC242,198$4.50M0.2%-2.1%0.007%
5/14/2025Level Four Advisory Services LLC155,628$2.89M0.1%+20.4%0.005%
5/14/2025Venture Visionary Partners LLC144,871$2.69M0.1%-52.0%0.004%
5/14/2025Bowen Hanes & Co. Inc.700,000$13.01M0.4%+27.3%0.020%
5/14/2025JT Stratford LLC32,677$607K0.1%N/A0.001%
5/14/2025Berkshire Asset Management LLC PA32,961$573K0.0%-44.0%0.001%
5/14/2025Texas Capital Bank Wealth Management Services Inc651,097$12.10M1.2%+27.6%0.019%
5/14/2025Lee Financial Co42,160$784K0.1%-78.2%0.001%
5/14/2025Wellington Management Group LLP924,000$17.18M0.0%N/A0.027%
(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, 1,215 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. ($1.04B), 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 1,086 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 ($12.47M), Mirae Asset Global Investments Co. Ltd. ($9.53M), International Assets Investment Management LLC ($7.48M), and Natixis ($6.73M).

How much institutional buying is happening at Energy Transfer?

Institutional investors have bought a total of 140,394,437 shares in the last 24 months. This purchase volume represents approximately $2.55B in transactions.

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

Of the 436 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), Goldman Sachs Group Inc. ($13.91M), Abrams Capital Management L.P. ($11.63M), Clearbridge Investments LLC ($8.63M), Merewether Investment Management LP ($4.67M), International Assets Investment Management LLC ($3.92M), and Jennison Associates LLC ($2.25M).

How much institutional selling is happening at Energy Transfer?

Institutional investors have sold a total of 151,373,441 shares in the last 24 months. This volume of shares sold represents approximately $2.86B in transactions.


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This page (NYSE:ET) was last updated on 7/7/2025 by MarketBeat.com Staff
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