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Energy Transfer (ET) Institutional Ownership

Energy Transfer logo
$19.60 -0.47 (-2.34%)
As of 03:58 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)
852
Total
Institutional Inflows
(last 12 months)
$2.31B
Number of
Institutional Sellers
(last 12 months)
492
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
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%
5/22/2026 Verus 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%
5/20/2026 Hobbs Group Advisors LLC16,546$319K0.1%+7.5%0.000%
5/20/2026 Arete Wealth Advisors LLC75,004$1.45M0.1%+86.7%0.002%
5/19/2026 Bank of America Corp DE30,956,358$597.46M0.0%+5.7%0.900%
5/19/2026 Centaurus Financial Inc.14,880$287K0.0%+6.8%0.000%
5/19/2026 Ashton Thomas Securities LLC12,400$239K0.0%+18.1%0.000%
5/19/2026 Encore Global Management LP189,000$3.65M2.5%N/A0.005%
5/19/2026 Arete Wealth Advisors LLC30,131$582K0.0%-25.0%0.001%
5/18/2026 Parvin Asset Management LLC10,125$195K0.1%N/A0.000%
5/18/2026 Empire Financial Management Company LLC360,835$6.96M1.6%+13.9%0.010%
5/18/2026 Talon Private Wealth LLC52,455$1.01M0.1%N/A0.002%
5/18/2026 Recurrent Investment Advisors LLC5,562,381$107.35M6.5%+3.9%0.162%
5/18/2026 Empowered Funds LLC1,982,403$38.26M0.2%+48.8%0.058%
5/18/2026 Energy Income Partners LLC25,207,455$486.50M7.8%+0.2%0.733%
5/16/2026 Ashford Capital Management Inc.195,153$3.77M0.5%+5.7%0.006%
5/16/2026 KCM Investment Advisors LLC45,700$882K0.0%-2.8%0.001%
5/16/2026 Glen Eagle Advisors LLC3,388$65K0.0%-49.3%0.000%
5/16/2026 Excelsior Advisor Network LLC46,708$901K0.3%N/A0.001%
5/16/2026 Quantinno Capital Management LP496,002$9.57M0.0%+9.5%0.014%
5/16/2026 BROOKFIELD Corp ON 6,445,333$124.40M0.2%-8.8%0.187%
5/16/2026 Lazard Asset Management LLC27,772$536K0.0%+13.3%0.001%
5/16/2026 Progeny 3 Inc.2,743,907$52.96M2.9%-4.6%0.080%
5/16/2026 Family Manage LLC19,162$370K0.0%+40.2%0.001%
5/15/2026 Gateway Wealth Partners LLC119,838$2.31M0.1%+114.6%0.003%
5/15/2026 Quadcap Wealth Management LLC15,828$305K0.0%-10.6%0.000%
5/15/2026 Cypress Capital Group18,620$359K0.0%N/A0.001%
5/15/2026 Everest Financial Group LLC308,726$5.96M1.0%-0.7%0.009%
5/15/2026 Callodine Capital Management LP1,875,000$36.19M2.5%+18.3%0.054%
5/15/2026 Matrix Private Capital Group LLC45,243$873K0.4%N/A0.001%
5/15/2026 Waverly Advisors LLC1,725,843$33.31M0.2%+22.3%0.050%
5/15/2026 Empirical Finance LLC1,404,756$27.11M1.3%+86.8%0.041%
5/15/2026 Cannell & Spears LLC192,551$3.72M0.1%-20.5%0.006%
5/14/2026 Bollard Group LLC956,441$18.46M0.5%+17.9%0.028%
5/14/2026 Gabelli Funds LLC1,285,825$24.82M0.2%-1.9%0.037%
5/14/2026 Hilltop Holdings Inc.320,187$6.18M0.6%-3.4%0.009%
5/14/2026 Compound Planning Inc.20,295$392K0.0%N/A0.001%
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5/14/2026 Modern Wealth Management LLC10,735$204K0.0%-24.8%0.000%
5/14/2026 Keebeck Wealth Management315,299$6.09M0.7%-0.7%0.009%
5/14/2026 Mizuho Markets Americas LLC3,200,000$61.76M1.7%N/A0.093%
5/14/2026 Bank of Nova Scotia32,630$630K0.0%N/A0.001%
5/14/2026 Sei Investments Co.87,707$1.69M0.0%-12.6%0.003%
5/14/2026 Davis R M Inc.15,928$307K0.0%N/A0.000%
5/14/2026 State of Wyoming22,274$430K0.1%+85.3%0.001%
5/13/2026 Coronation Fund Managers Ltd.742,278$14.33M0.7%+23.0%0.022%
5/13/2026 Mizuho Markets Cayman LP230,813$4.46M0.2%+47.7%0.007%
5/13/2026 Lavaca Capital LLC192,800$3.72M0.7%-26.3%0.006%
5/13/2026 KCM Capital Inc840,000$16.21M2.6%+40.0%0.024%
5/13/2026 AR Asset Management Inc.321,920$6.21M1.2%+2.4%0.009%
5/13/2026 Militia Capital Management LLC600,000$11.58M2.6%N/A0.017%
5/13/2026 NewEdge Wealth LLC172,289$3.33M0.0%-3.8%0.005%
5/13/2026 First Trust Advisors LP815,302$15.74M0.0%+26.9%0.024%
5/12/2026 Millennium Capital Advisors LLC142,168$2.74M1.7%+0.7%0.004%
5/12/2026 Chase Investment Counsel Corp86,872$1.68M0.4%-60.1%0.003%
5/12/2026 Fortis Capital Management LLC56,488$1.09M0.1%+13.2%0.002%
5/8/2026 PNC Financial Services Group Inc.268,563$5.18M0.0%+3.2%0.008%
5/8/2026 CMC Financial Group30,000$579K1.1%N/A0.001%
5/8/2026 Glenview Trust Co78,315$1.51M0.0%+2.4%0.002%
5/8/2026 Cassaday & Co Wealth Management LLC1,830$35K0.0%N/A0.000%
5/7/2026 AlTi Global Inc.65,458$1.26M0.0%N/A0.002%
5/7/2026 Parallel Advisors LLC50,588$976K0.0%-3.6%0.001%
5/7/2026 Broderick Brian C125,000$2.41M0.4%N/A0.004%
5/7/2026 World Equity Group Inc.22,622$437K0.1%+113.8%0.001%
5/7/2026 Crescent Grove Advisors LLC216,186$4.17M0.4%+8.1%0.006%
5/6/2026 Laidlaw Wealth Management LLC26,830$518K1.8%+28.8%0.001%
5/6/2026 Jennison Associates LLC1,584,039$30.57M0.0%+4.6%0.046%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC100,000$1.93M0.3%N/A0.003%
5/6/2026 Euro Pacific Asset Management LLC14,360$260K0.0%+8.7%0.000%
5/6/2026 Modera Wealth Management LLC17,539$339K0.0%+28.6%0.001%
5/6/2026 Catalyst Capital Advisors LLC1,939,020$37.42M0.7%-3.7%0.056%
5/6/2026 Assetmark Inc.13,105$253K0.0%+159.3%0.000%
5/6/2026 Bessemer Group Inc.14,935$288K0.0%+5,272.3%0.000%
5/6/2026 SteelPeak Wealth LLC17,398$336K0.0%N/A0.001%
5/6/2026 Independent Financial Group LLC112,449$2.17M0.1%N/A0.003%
5/6/2026 Prosperity Consulting Group LLC36,888$712K0.0%+8.7%0.001%
5/6/2026 Helium Advisors LLC16,033$309K0.3%+18.0%0.000%
5/5/2026 Bank of New York Mellon Corp172,971$3.34M0.0%-37.2%0.005%
5/5/2026 Geneos Wealth Management Inc.21,919$423K0.0%-2.8%0.001%
5/5/2026 NFSG Corp95,876$1.85M0.3%+8.4%0.003%
5/5/2026 Ethos Financial Group LLC22,298$430K0.0%+11.5%0.001%
5/5/2026 Sanctuary Advisors LLC1,888,661$36.45M0.2%+15.8%0.055%
5/5/2026 Cornerstone Advisory LLC106,560$2.06M0.2%+2.6%0.003%
5/5/2026 Adell Harriman & Carpenter Inc.281,696$5.44M0.3%+0.3%0.008%
5/5/2026 Nwam LLC36,390$702K0.0%+4.7%0.001%
5/5/2026 Maryland State Retirement & Pension System2,849,140$54.99M1.1%-4.4%0.083%
5/5/2026 Avantax Planning Partners Inc.39,362$760K0.0%+15.9%0.001%
5/4/2026 Calamos Advisors LLC246,052$4.75M0.0%+6.5%0.007%
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5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management49,507$955K0.0%+24.7%0.001%
5/4/2026 Bleakley Financial Group LLC56,321$1.09M0.0%+97.6%0.002%
5/4/2026 HBW Advisory Services LLC61,654$1.19M0.1%+28.5%0.002%
5/4/2026 Sentinel Wealth Management Inc.11,183$216K0.2%N/A0.000%
5/4/2026 Procyon Advisors LLC144,867$2.80M0.0%+9.8%0.004%
5/2/2026 Avion Wealth30,719$592K0.1%-13.4%0.001%
5/2/2026 International Assets Investment Management LLC232,631$4.43M0.1%-6.4%0.007%
5/2/2026 Trifecta Capital Advisors LLC32,300$623K0.1%+34.9%0.001%
5/2/2026 Castleview Partners LLC14,141$273K0.1%-6.5%0.000%
5/2/2026 Diversify Wealth Management LLC84,879$1.68M0.0%N/A0.002%


ET Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,354 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 1,214 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 133,347,462 shares in the last 24 months. This purchase volume represents approximately $2.31B in transactions.

Of the 492 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 60,448,768 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 5/26/2026 by MarketBeat.com Staff.
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