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Energy Transfer (ET) Institutional Ownership

-0.32 (-2.03%)
(As of 05/23/2024 ET)

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

Institutional Ownership
Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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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
5/22/2024Burney Co.63,046$992K0.0%+288.1%0.002%
5/22/2024Second Line Capital LLC21,637$340K0.1%+10.4%0.001%
5/21/2024 Atria Investments Inc87,265$1.37M0.0%-8.8%0.003%
5/21/2024Sanibel Captiva Trust Company Inc.23,875$376K0.0%+18.5%0.001%
5/21/2024 LRI Investments LLC1,840$29K0.0%N/A0.000%
5/20/2024 Independent Wealth Network Inc.45,643$718K0.3%+5.1%0.001%
5/20/2024 Virtu Financial LLC241,360$3.80M0.3%+288.8%0.007%
5/17/2024 XML Financial LLC36,436$573K0.1%-13.8%0.001%
5/17/2024 Jaffetilchin Investment Partners LLC21,146$333K0.0%-8.6%0.001%
5/17/2024 Beacon Capital Management LLC1,579$25K0.0%-43.6%0.000%
5/17/2024 Tidal Investments LLC86,196$1.34M0.0%+12.9%0.003%
5/17/2024 Creekmur Asset Management LLC6,472$102K0.0%-9.0%0.000%
5/16/2024 EJF Capital LLC25,000$393K0.3%-16.7%0.001%
5/16/2024 B. Riley Wealth Advisors Inc.848,936$13.35M0.3%+5.9%0.025%
5/16/2024 Avenir Corp451,019$7.10M0.6%+1.4%0.013%
5/16/2024 WPWealth LLP12,266$193K0.0%+18.1%0.000%
5/16/2024 Icon Wealth Advisors LLC166,198$2.61M0.2%-1.2%0.005%
5/16/2024 Invenomic Capital Management LP1,093,765$17.21M0.9%N/A0.032%
5/16/2024 Kamunting Street Capital Management L.P.762,295$11.99M11.7%-16.3%0.023%
5/16/2024 BROOKFIELD Corp ON 12,360,942$194.44M1.1%-9.7%0.367%
5/16/2024 Blackstone Inc.147,449,969$2.32B9.4%-1.3%4.375%
5/16/2024 Waverly Advisors LLC225,052$3.54M0.1%+1.1%0.007%
5/16/2024 Silvercrest Asset Management Group LLC159,264$2.51M0.0%+31.8%0.005%
5/16/2024 Progeny 3 Inc.2,205,785$34.70M3.8%+104.6%0.065%
5/16/2024 Ashford Capital Management Inc.155,943$2.45M0.3%+281.8%0.005%
5/16/2024 Berkley W R Corp5,334,494$83.91M4.7%+11.6%0.158%
5/15/2024 SVB Wealth LLC31,669$498K0.0%+40.1%0.001%
5/15/2024 Energy Income Partners LLC24,217,812$380.95M7.8%-0.4%0.719%
5/15/2024 BOKF NA639,738$10.04M0.2%-0.4%0.019%
5/15/2024 Steel Grove Capital Advisors LLC117,409$1.85M0.1%-3.1%0.003%
5/15/2024 LRI Investments LLC13,490$213K0.0%N/A0.000%
5/15/2024 Linscomb Wealth Inc.75,094$1.18M0.1%+12.3%0.002%
5/15/2024 Gabelli Funds LLC1,256,289$19.76M0.1%-0.7%0.037%
5/15/2024 Gamco Investors INC. ET AL88,755$1.40M0.0%+373.2%0.003%
5/14/2024 Westwood Holdings Group Inc.15,935,750$250.67M2.0%-5.1%0.473%
5/14/2024 Sheaff Brock Investment Advisors LLC110,543$1.74M0.1%-4.1%0.003%
5/14/2024 Advisors Asset Management Inc.296,909$4.67M0.1%-20.2%0.009%
5/14/2024 Axxcess Wealth Management LLC64,420$1.01M0.0%-3.8%0.002%
5/14/2024 EP Wealth Advisors LLC39,479$621K0.0%-12.4%0.001%
5/14/2024 Freestone Capital Holdings LLC31,729$499K0.0%N/A0.001%
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5/14/2024 CreativeOne Wealth LLC24,810$390K0.0%+14.5%0.001%
5/14/2024 Mattern Wealth Management LLC36,243$570K0.1%+22.6%0.001%
5/14/2024 Nokomis Capital L.L.C.92,879$1.46M0.5%-18.3%0.003%
5/14/2024 Payden & Rygel Investment Group1,281,890$20.16M1.0%N/A0.038%
5/14/2024 Crewe Advisors LLC12,194$192K0.0%+2,170.8%0.000%
5/14/2024 Natixis18,020,559$283.46M1.5%+20.0%0.535%
5/14/2024 InterOcean Capital Group LLC53,987$849K0.0%+13.2%0.002%
5/14/2024 Lake Street Advisors Group LLC24,818$390K0.0%N/A0.001%
5/13/2024 Bessemer Group Inc.37,671$593K0.0%-11.9%0.001%
5/13/2024 Clearbridge Investments LLC24,841,747$390.76M0.3%-2.3%0.737%
5/13/2024 Texas Capital Bank Wealth Management Services Inc478,922$7.53M0.8%+1.0%0.014%
5/13/2024 Rockport Wealth LLC56,610$890K0.3%N/A0.002%
5/11/2024 Partners Group Holding AG30,485$480K0.0%-8.1%0.001%
5/11/2024 Mark Sheptoff Financial Planning LLC12,160$191K0.1%+1,166.7%0.000%
5/11/2024 Cercano Management LLC438,495$6.90M0.2%+78.2%0.013%
5/11/2024 Chiron Capital Management LLC114,400$1.80M1.6%-3.3%0.003%
5/10/2024 Osaic Holdings Inc.3,653,456$57.47M0.1%+29.8%0.108%
5/10/2024 Acadian Asset Management LLC137,023$2.16M0.0%-35.7%0.004%
5/10/2024 TIAA Trust National Association14,462$227K0.0%-4.5%0.000%
5/10/2024 Nicolet Advisory Services LLC17,464$275K0.0%+48.8%0.001%
5/10/2024 Pinnacle Wealth Planning Services Inc.4,129,268$64.95M9.5%-5.4%0.123%
5/10/2024 Mizuho Markets Americas LLC30,761$484K0.0%-70.8%0.001%
5/10/2024 Prevail Innovative Wealth Advisors LLC282,604$4.45M1.6%+1.9%0.008%
5/10/2024 TCTC Holdings LLC48,308$760K0.0%+29.3%0.001%
5/10/2024 Cumberland Partners Ltd366,705$5.77M0.4%N/A0.011%
5/10/2024 GM Advisory Group LLC15,566$245K0.0%+16.0%0.000%
5/10/2024 Nwam LLC26,526$427K0.0%+36.6%0.001%
5/10/2024 Anthracite Investment Company Inc.259,210$4.08M1.5%+8.4%0.008%
5/9/2024 Forum Financial Management LP119,075$1.87M0.0%+3.4%0.004%
5/9/2024 Blair William & Co. IL411,845$6.48M0.0%-0.2%0.012%
5/9/2024 Kingsview Wealth Management LLC143,825$2.26M0.1%+17.1%0.004%
5/9/2024 SageView Advisory Group LLC15,926$251K0.0%-43.5%0.000%
5/9/2024 Texas Yale Capital Corp.1,157,471$18.21M0.8%+0.9%0.034%
5/9/2024 Eagle Bay Advisors LLC4,214$66K0.0%N/A0.000%
5/9/2024 Camelot Portfolios LLC33,272$523K0.5%-5.0%0.001%
5/9/2024 Koshinski Asset Management Inc.11,070$174K0.0%-5.9%0.000%
5/8/2024 ProShare Advisors LLC251,989$3.96M0.0%-8.2%0.007%
5/8/2024 Avantax Advisory Services Inc.144,264$2.27M0.0%-6.0%0.004%
5/8/2024 Headlands Technologies LLC5,471$86K0.0%N/A0.000%
5/8/2024 Williams Jones Wealth Management LLC.814,273$12.81M0.2%+2.4%0.024%
5/8/2024 Inspire Advisors LLC23,381$368K0.1%-5.6%0.001%
5/8/2024 Donoghue Forlines LLC49,238$775K0.2%-12.1%0.001%
5/7/2024 Sfmg LLC31,406$494K0.0%+2.2%0.001%
5/7/2024 Quantum Private Wealth LLC116,568$1.83M0.7%+21.2%0.003%
5/7/2024 Chilton Capital Management LLC22,106$348K0.0%+5.3%0.001%
5/7/2024 Concurrent Investment Advisors LLC59,694$939K0.0%+1.8%0.002%
5/7/2024 Atomi Financial Group Inc.22,694$357K0.0%-7.8%0.001%
5/7/2024 Redwood Wealth Management Group LLC133,291$2.10M2.2%-3.1%0.004%
5/7/2024Susquehanna Portfolio Strategies LLC187,207$2.95M0.1%-59.0%0.006%
5/7/2024 Tectonic Advisors LLC382,150$6.01M0.5%+8.2%0.011%
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5/7/2024 Aull & Monroe Investment Management Corp103,390$1.63M0.7%-1.9%0.003%
5/7/2024 Oppenheimer Asset Management Inc.172,982$2.72M0.0%-7.7%0.005%
5/7/2024 PFG Advisors58,362$918K0.1%+2.5%0.002%
5/7/2024 Oppenheimer & Co. Inc.703,569$11.07M0.2%+3.3%0.021%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management32,723$515K0.0%+68.4%0.001%
5/7/2024 Wealthspire Advisors LLC129,808$2.04M0.0%-32.0%0.004%
5/7/2024 SG Americas Securities LLC432,254$6.80M0.0%+54.6%0.013%
5/7/2024 CNA Financial Corp400,000$6.29M3.1%N/A0.012%
5/7/2024 Empowered Funds LLC279,744$4.40M0.1%+18.7%0.008%
5/6/2024 ORG Partners LLC357,825$5.61M10.7%N/A0.011%
(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, 1,009 institutional investors and hedge funds held shares of Energy Transfer. The most heavily invested institutionals were Blackstone Inc. ($2.32B), Alps Advisors Inc. ($1.03B), Goldman Sachs Group Inc. ($927.90M), Invesco Ltd. ($789.23M), Morgan Stanley ($778.56M), Tortoise Capital Advisors L.L.C. ($457.41M), and UBS Group AG ($395.27M).Learn more on ET's institutional investors.

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

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

Which institutional investors have been buying Energy Transfer stock?

Of the 899 institutional investors that purchased Energy Transfer stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Natixis ($33.78M), First Reserve GP XIII Ltd ($23.34M), Mirae Asset Global Investments Co. Ltd. ($11.78M), Alps Advisors Inc. ($9.34M), Jennison Associates LLC ($8.02M), UBS Group AG ($4.82M), and Clearbridge Investments LLC ($4.49M).

How much institutional buying is happening at Energy Transfer?

Institutional investors have bought a total of 216,047,701 shares in the last 24 months. This purchase volume represents approximately $2.75B in transactions.

Which Energy Transfer major shareholders have been selling company stock?

Of the 490 institutional investors that sold Energy Transfer stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Blackstone Inc. ($14.30M), Bank of Montreal Can ($13.08M), Comerica Bank ($12.89M), Mirae Asset Global Investments Co. Ltd. ($10.54M), Barclays PLC ($10.41M), Morgan Stanley ($10.17M), and Jennison Associates LLC ($8.53M).

How much institutional selling is happening at Energy Transfer?

Institutional investors have sold a total of 184,258,970 shares in the last 24 months. This volume of shares sold represents approximately $2.25B in transactions.

This page (NYSE:ET) was last updated on 5/24/2024 by Staff

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