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Energy Transfer (ET) Institutional Ownership

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$21.02 +0.26 (+1.27%)
Closing price 08/14/2026 03:59 PM Eastern
Extended Trading
$21.02 0.00 (-0.01%)
As of 08/14/2026 07:57 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)
749
Total
Institutional Inflows
(last 12 months)
$1.83B
Number of
Institutional Sellers
(last 12 months)
439
Total
Institutional Outflows
(last 12 months)
$535.01M
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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
8/15/2026Western Wealth Management LLC87,271$1.67M0.1%+1.1%0.003%
8/15/2026 First Bancorp Inc ME 10,138$194K0.1%N/A0.000%
8/15/2026Valtrion Capital Management LLC17,079$327K0.2%+8.5%0.000%
8/14/2026Ancora Advisors LLC36,417$696K0.0%-3.5%0.001%
8/14/2026Jones Financial Companies Lllp1,009,594$19.35M0.0%+7.8%0.029%
8/14/2026Fiduciary Financial Advisors6,035$115K0.0%N/A0.000%
8/14/2026 Visionary Wealth Advisors171,704$3.28M0.1%+2.6%0.005%
8/14/2026 Cullen Capital Management LLC163,181$3.12M0.0%-22.3%0.005%
8/14/2026 Whalen Wealth Management Inc.27,714$530K0.2%N/A0.001%
8/13/2026 Patient Capital Management LLC6,080,678$116.26M3.8%-0.1%0.177%
8/13/2026 Cibc World Market Inc.356,235$6.81M0.0%+0.4%0.010%
8/13/2026 Osbon Capital Management LLC1,291$25K0.0%N/A0.000%
8/13/2026 Capital Square LLC51,369$1.01M0.4%+23.9%0.001%
8/13/2026 Arete Wealth Advisors LLC70,409$1.35M0.1%-6.1%0.002%
8/13/2026 Pinnacle Holdings LLC183,752$3.51M1.1%-0.7%0.005%
8/13/2026 Bank of Nova Scotia33,740$645K0.0%+3.4%0.001%
8/12/2026 Kirtland Hills Capital Management LLC22,522$431K0.1%+13.2%0.001%
8/12/2026 Compass Financial Management LLC19,488$395K0.0%N/A0.001%
8/12/2026 Elevation Point Wealth Partners LLC110,394$2.11M0.0%-2.2%0.003%
8/12/2026 Commerce Bank5,025,345$96.09M0.4%-0.1%0.146%
8/12/2026 Strategic Wealth Partners Ltd.4,493$86K0.0%-21.3%0.000%
8/12/2026 Northwestern Mutual Wealth Management Co.341,205$6.52M0.0%+3.6%0.010%
8/12/2026 Gabelli Funds LLC1,280,525$24.48M0.2%-0.4%0.037%
8/12/2026 Gamco Investors INC. ET AL15,100$289K0.0%-39.8%0.000%
8/12/2026 EP Wealth Advisors LLC139,116$2.66M0.0%+71.8%0.004%
8/12/2026 Ieq Capital LLC174,187$3.33M0.0%-6.4%0.005%
8/12/2026 Burnham & Co LLC11,441$219K0.2%N/A0.000%
8/12/2026 Fund Advisors of America Inc FL52,111$996K0.9%+1.2%0.002%
8/12/2026 Laidlaw Wealth Management LLC22,580$432K1.2%-15.8%0.001%
8/12/2026 Keebeck Wealth Management314,060$6.01M0.6%-0.4%0.009%
8/11/2026 Encore Global Management LP154,000$2.94M2.9%-18.5%0.004%
8/11/2026 Allworth Financial LP125,029$2.39M0.0%-14.8%0.004%
8/11/2026 Kayne Anderson Capital Advisors LP24,166,229$462.06M9.1%-1.7%0.702%
8/11/2026 Reliant Investment Partners LLC10,533$201K0.1%N/A0.000%
8/11/2026 Advisors Capital Management LLC544,955$10.42M0.1%+2.4%0.016%
8/11/2026 Vise Technologies Inc.48,300$924K0.0%+211.9%0.001%
8/11/2026 MSH Capital Advisors LLC92,016$1.76M0.3%+22.6%0.003%
8/11/2026 Wellington Shields Capital Management LLC87,425$1.67M0.2%-5.6%0.003%
8/10/2026 AssuredPartners Investment Advisors LLC17,246$330K0.0%-16.2%0.001%
8/10/2026 Crescent Grove Advisors LLC136,877$2.62M0.2%-36.7%0.004%
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8/10/2026 Tocqueville Asset Management L.P.43,442$831K0.0%-3.4%0.001%
8/10/2026 NewEdge Wealth LLC186,223$3.56M0.0%+8.1%0.005%
8/10/2026 Amplify Investments LLC13,340$255K3.5%+17.6%0.000%
8/10/2026 Chancellor Financial Group WB LP24,697$472K0.3%+6.0%0.001%
8/10/2026 Stevens Capital Partners10,000$191K0.0%N/A0.000%
8/10/2026 BOK Financial Private Wealth Inc.2,960$57K0.0%N/A0.000%
8/10/2026 Diversify Advisory Services LLC99,789$1.99M0.0%+91.2%0.003%
8/8/2026 Main Street Financial Solutions LLC23,952$458K0.0%N/A0.001%
8/8/2026 Energy Income Partners LLC25,654,536$490.52M7.7%+1.8%0.746%
8/8/2026 Alpine Woods Capital Investors LLC12,000$229K0.0%-16.7%0.000%
8/7/2026 Argyle Capital Partners LLC76,390$1.46M0.9%+9.1%0.002%
8/7/2026 Quent Capital LLC137,122$2.62M0.2%+3,581.1%0.004%
8/7/2026 BlackRock Inc.4,017,925$76.82M0.0%+0.4%0.117%
8/7/2026 Dunhill Financial LLC1,536$29K0.0%-55.5%0.000%
8/7/2026 Perigon Wealth Management LLC54,676$1.05M0.0%+4.3%0.002%
8/7/2026 Requisite Capital Management LLC500,433$9.57M1.6%-4.7%0.015%
8/7/2026 Joseph P. Lucia & Associates LLC59,939$1.15M0.3%-10.1%0.002%
8/7/2026 OneDigital Investment Advisors LLC19,277$369K0.0%+6.3%0.001%
8/7/2026 Simplicity Wealth LLC22,882$438K0.0%N/A0.001%
8/7/2026 HBK Sorce Advisory LLC16,769$341K0.0%-9.6%0.000%
8/7/2026 Continuum Advisory LLC3,291$63K0.0%N/A0.000%
8/6/2026 Argent Trust Co26,035$498K0.0%+2.1%0.001%
8/6/2026 SCS Capital Management LLC1,942,908$37.15M0.4%+1,859.8%0.056%
8/6/2026 IAG Wealth Partners LLC8,404$161K0.0%-23.3%0.000%
8/6/2026 Silverlake Wealth Management LLC103,334$1.98M0.4%-6.2%0.003%
8/6/2026 Bank of New York Mellon Corp137,093$2.62M0.0%-20.7%0.004%
8/6/2026 Prospect Financial Services LLC163,930$3.13M1.6%-0.8%0.005%
8/6/2026 Focus Partners Advisor Solutions LLC26,169$500K0.0%-18.2%0.001%
8/6/2026 State of Wyoming22,822$436K0.0%+2.5%0.001%
8/6/2026 Kelleher Financial Advisors43,696$835K0.1%-49.6%0.001%
8/6/2026 GSA Capital Partners LLP36,308$694K0.0%+34.0%0.001%
8/6/2026 Stuart Investment Advisors Inc.47,698$912K0.4%-13.1%0.001%
8/6/2026 Russell Investments Group Ltd.10,535$201K0.0%+32.4%0.000%
8/6/2026 Pinpoint Asset Management Singapore Pte. Ltd.2,190$42K0.0%N/A0.000%
8/6/2026 Meridian Wealth Management LLC74,768$1.43M0.0%+4.0%0.002%
8/6/2026 Mosaic Family Wealth Partners LLC34,556$661K0.0%+70.2%0.001%
8/6/2026 Retirement Planning Group LLC13,076$250K0.0%N/A0.000%
8/6/2026 Donaldson Capital Management LLC23,127$442K0.0%N/A0.001%
8/5/2026 AlTi Global Inc.310,454$5.94M0.1%+374.3%0.009%
8/5/2026 HighTower Advisors LLC2,753,786$52.65M0.1%-2.3%0.080%
8/5/2026 Advisor OS LLC46,950$898K0.1%-7.1%0.001%
8/5/2026 BLB&B Advisors LLC47,926$916K0.0%-10.1%0.001%
8/5/2026 Pacific Center for Financial Services1,920$37K0.0%-25.8%0.000%
8/5/2026 Gryphon Financial Partners LLC12,577$240K0.0%-10.6%0.000%
8/5/2026 PDS Planning Inc42,266$808K0.0%+79.0%0.001%
8/5/2026 Janney Montgomery Scott LLC887,927$16.98M0.0%+2.3%0.026%
8/5/2026 Midwest Trust Co63,698$1.22M0.0%+77.1%0.002%
8/5/2026 Rollins Financial Advisors LLC97,213$1.86M0.2%+17.5%0.003%
8/5/2026 Investment Research Partners LLC10,259$196K0.1%-24.5%0.000%
8/5/2026 Cascade Financial Partners LLC72,645$1.39M0.1%+0.8%0.002%
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8/5/2026 Arrow Investment Advisors LLC10,866$208K0.2%+4.9%0.000%
8/5/2026 McAdam LLC88,891$1.70M0.1%+3.6%0.003%
8/4/2026 Jeppson Wealth Management LLC35,513$679K0.2%+6.3%0.001%
8/4/2026 Garrett Wealth Advisory Group LLC5,479,943$104.78M16.1%+0.0%0.159%
8/4/2026 Carret Asset Management LLC32,625$624K0.1%N/A0.001%
8/4/2026 Mindset Wealth Management LLC21,040$402K0.1%+27.2%0.001%
8/4/2026 Chilton Capital Management LLC16,696$319K0.0%+734.8%0.000%
8/4/2026 Gateway Wealth Partners LLC61,213$1.17M0.1%-48.9%0.002%
8/4/2026 Summit Securities Group LLC539,600$10.32M1.0%+232.9%0.016%
8/4/2026 Marco Investment Management LLC41,571$795K0.1%+6.8%0.001%


ET Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,347 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 1,202 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 ($12.49M), Kingstone Capital Partners Texas LLC ($9.32M), and Commerce Bank ($4.98M).

Institutional investors have bought a total of 106,790,970 shares in the last 24 months. This purchase volume represents approximately $1.83B in transactions.

Of the 430 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: BROOKFIELD Corp ON ($3.73M), Victory Capital Management Inc. ($3.54M), Invesco Ltd. ($2.87M), Susquehanna Portfolio Strategies LLC ($1.72M), Zurich Insurance Group Ltd FI ($1.71M), RR Advisors LLC ($1.32M), and Duff & Phelps Investment Management Co. ($1.14M).

Institutional investors have sold a total of 31,443,107 shares in the last 24 months. This volume of shares sold represents approximately $535.01M in transactions.


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Institutional ownership data for NYSE:ET is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/15/2026. New 13F filings are added each quarter as they're published.
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