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Energy Transfer (ET) Institutional Ownership

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$20.38 -0.05 (-0.22%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$20.38 +0.00 (+0.02%)
As of 07/24/2026 07:34 PM 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)
808
Total
Institutional Inflows
(last 12 months)
$2.05B
Number of
Institutional Sellers
(last 12 months)
464
Total
Institutional Outflows
(last 12 months)
$1.03B
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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
7/12/2026 SL Advisors LLC473,898$9.06M15.9%+11.5%0.014%
7/12/2026 Ballast Inc.43,000$822K0.2%N/A0.001%
7/10/2026 Buska Wealth Management LLC10,404$199K0.1%-12.0%0.000%
7/10/2026 Hudson Value Partners LLC67,275$1.29M0.3%-1.5%0.002%
7/10/2026 Whitener Capital Management Inc.27,425$524K0.1%-12.7%0.001%
7/10/2026 Tema ETFs LLC1,366,371$26.13M0.8%+47.5%0.040%
7/10/2026 Doliver Advisors LP29,217$559K0.1%-2.4%0.001%
7/10/2026 Redhawk Wealth Advisors Inc.45,068$862K0.1%+48.9%0.001%
7/10/2026 Wealthcare Advisory Partners LLC127,608$2.44M0.0%-8.5%0.004%
7/9/2026 Financial Management Professionals Inc.58,350$1.12M0.1%-35.9%0.002%
7/9/2026 Harrell Investment Partners LLC21,928$419K0.1%+55.8%0.001%
7/9/2026 Shrier Wealth Management LLC27,139$519K0.2%-4.3%0.001%
7/9/2026 Vista Investment Partners LLC17,492$334K0.1%-3.6%0.001%
7/9/2026 Focus Financial Network Inc.30,048$575K0.0%+42.2%0.001%
7/9/2026 Allied Private Wealth LLC11,508$229K0.1%N/A0.000%
7/9/2026 Tactive Advisors LLC13,834$265K0.1%-18.9%0.000%
7/9/2026 Valeo Financial Advisors LLC209,108$4.00M0.1%+2.2%0.006%
7/8/2026 Gradient Investments LLC21,866$418K0.0%-9.6%0.001%
7/8/2026 First Heartland Consultants Inc.10,071$193K0.0%-10.9%0.000%
7/8/2026 Teamwork Financial Advisors LLC16,460$315K0.0%-3.1%0.000%
7/8/2026 Meriwether Wealth & Planning LLC51,011$975K0.5%+1.2%0.001%
7/8/2026 Brave Asset Management Inc.22,178$424K0.1%-4.3%0.001%
7/8/2026 Ryan Investment Management Inc.10,468$200K0.1%N/A0.000%
7/8/2026 Attessa Capital LLC14,100$270K0.1%N/A0.000%
7/8/2026 Apella Capital LLC75,918$1.50M0.0%+1.4%0.002%
7/8/2026 Walnut Private Equity Partners LLC2,048,500$39.17M21.2%+0.0%0.060%
7/8/2026 Evanson Financial LLC83,013$1.59M0.1%N/A0.002%
7/8/2026 Thrive Wealth Management LLC24,095$461K0.1%-48.8%0.001%
7/8/2026 Chapin Davis Inc.103,905$1.99M0.3%+2.8%0.003%
7/7/2026 Fermata Advisors LLC26,101$499K0.1%-5.8%0.001%
7/7/2026 180 Wealth Advisors LLC211,064$4.04M0.4%-0.3%0.006%
7/7/2026 M.E. Allison & CO. Inc.25,535$488K0.3%+3.4%0.001%
7/7/2026 Dynamic Advisor Solutions LLC98,868$1.89M0.1%+34.6%0.003%
7/7/2026 Avior Wealth Management LLC67,911$1.30M0.0%-25.0%0.002%
7/7/2026 Grove Bank & Trust3,000$57K0.0%N/A0.000%
7/7/2026 CoreCap Advisors LLC338,209$6.47M0.2%+1.9%0.010%
7/7/2026 Howard Financial Services LTD.201,504$3.85M0.4%+2.2%0.006%
7/6/2026 Stonebridge Financial Group LLC11,000$210K0.0%-8.3%0.000%
7/6/2026 Meadowbrook Wealth Management LLC23,500$448K0.5%N/A0.001%
7/2/2026 CX Institutional6,712$128K0.0%-12.9%0.000%
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6/23/2026Ballast Advisors LLC4,961$96K0.0%N/A0.000%
6/22/2026 Sapient 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%
5/28/2026 Lavelle 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%
5/26/2026 Summit 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%
5/21/2026 GKV 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%
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%
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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%


ET Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,349 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 1,204 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 118,690,854 shares in the last 24 months. This purchase volume represents approximately $2.05B in transactions.

Of the 464 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 58,754,638 shares in the last 24 months. This volume of shares sold represents approximately $1.03B in transactions.


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This page (NYSE:ET) was last updated on 7/26/2026 by MarketBeat.com Staff.
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