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Energy Transfer (ET) Institutional Ownership

Energy Transfer logo
$21.52 +0.08 (+0.37%)
As of 03:58 PM Eastern
Compare

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

Current
Institutional Ownership
Percentage
38.22%
Number of
Institutional Buyers
(last 12 months)
755
Total
Institutional Inflows
(last 12 months)
$1.87B
Number of
Institutional Sellers
(last 12 months)
437
Total
Institutional Outflows
(last 12 months)
$597.28M
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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
9/2/2026 Allianz Asset Management GmbH2,957,838$56.55M0.0%+11.5%0.086%
9/1/2026 Planning Project LLC11,059$211K0.0%N/A0.000%
8/27/2026 Corient Private Wealth LP1,821,330$34.82M0.0%+5.1%0.053%
8/26/2026 HighTower Advisors LLC2,753,786$52.65M0.1%-2.3%0.080%
8/25/2026 Advus Financial Partners LLC33,818$647K0.1%+1.9%0.001%
8/23/2026 Readystate Asset Management LP16,601$279K0.0%N/A0.000%
8/23/2026 Ameritas Advisory Services LLC74,490$1.25M0.0%N/A0.002%
8/23/2026 Highlander Partners L.P.17,080$287K0.1%N/A0.000%
8/23/2026 Wedmont Private Capital14,142$238K0.0%N/A0.000%
8/23/2026 Kintra Wealth LLC16,125$271K0.0%N/A0.000%
8/23/2026 PCG Wealth Advisors LLC14,263$240K0.1%N/A0.000%
8/23/2026 Yarger Wealth Strategies LLC21,952$369K0.1%N/A0.001%
8/23/2026 Operose Advisors LLC9,556$161K0.0%N/A0.000%
8/23/2026 HB Wealth Management LLC215,505$3.63M0.0%N/A0.006%
8/23/2026 Asset Allocation Strategies LLC45,234$761K0.1%N/A0.001%
8/23/2026 Fortitude Advisory Group L.L.C.29,269$492K0.2%N/A0.001%
8/22/2026 Compass Financial Management LLC19,488$395K0.0%N/A0.001%
8/22/2026 Markowski Investments9,295$178K0.0%N/A0.000%
8/22/2026 SeedSafe Financial LLC24,124$461K0.3%N/A0.001%
8/22/2026 Meadowbrook Wealth Management LLC23,500$448K0.5%N/A0.001%
8/22/2026 TD Waterhouse Canada Inc.35,016$667K0.0%-31.8%0.001%
8/22/2026 Concurrent Investment Advisors LLC360,079$6.89M0.1%+4.2%0.010%
8/22/2026 NEOS Investment Management LLC1,584,634$30.30M0.1%+47.9%0.046%
8/21/2026 Continuum Advisory LLC3,291$63K0.0%N/A0.000%
8/21/2026 Thrive Wealth Management LLC24,095$461K0.1%-48.8%0.001%
8/21/2026 Secure Asset Management LLC15,209$291K0.0%-22.5%0.000%
8/21/2026 Requisite Capital Management LLC500,433$9.57M1.6%-4.7%0.015%
8/20/2026 Proficio Capital Partners LLC10,613$203K0.0%N/A0.000%
8/20/2026 Nwam LLC41,856$800K0.0%+15.0%0.001%
8/20/2026 Rehmann Capital Advisory Group27,971$535K0.0%-17.2%0.001%
8/20/2026 BTG Pactual Asset Management US LLC15,524$300K0.0%+11.3%0.000%
8/20/2026 Ancora Advisors LLC36,417$696K0.0%-3.5%0.001%
8/20/2026 Susquehanna Fundamental Investments LLC13,470$258K0.0%N/A0.000%
8/20/2026 Northwestern Mutual Wealth Management Co.341,205$6.52M0.0%+3.6%0.010%
8/20/2026 Wedbush Securities Inc.147,534$2.82M0.1%+2.7%0.004%
8/20/2026 Hennessy Advisors Inc.537,596$10.28M0.3%-5.6%0.016%
8/20/2026 Spinnaker Trust21,800$417K0.0%+16.0%0.001%
8/20/2026 Hollencrest Capital Management4,263$82K0.0%-22.6%0.000%
8/19/2026 Capital Advisors Inc. OK84,082$1.61M0.0%-12.1%0.002%
8/19/2026 Van ECK Associates Corp317,813$6.08M0.0%-21.1%0.009%
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8/19/2026 Chapin Davis Inc.103,905$1.99M0.4%+2.8%0.003%
8/19/2026 Blackhill Capital Inc.1,600,000$30.59M1.3%+33.3%0.046%
8/19/2026 Archer Investment Corp17,502$335K0.1%+2,087.8%0.001%
8/19/2026 Kingsview Wealth Management LLC199,171$3.81M0.0%+4.9%0.006%
8/18/2026 Henson Edgewater Management LLC132,625$2.78M1.6%-15.9%0.004%
8/18/2026 Beacon Pointe Advisors LLC2,065,797$39.50M0.2%+7.4%0.060%
8/18/2026 Pin Oak Investment Advisors Inc.235,529$4.50M2.3%-0.4%0.007%
8/18/2026 Empowered Funds LLC1,669,064$31.91M0.2%-15.8%0.048%
8/18/2026 United Capital Financial Advisors LLC124,944$2.39M0.0%-0.7%0.004%
8/18/2026 Asset Allocation Strategies LLC45,234$865K0.1%+1.7%0.001%
8/18/2026 Equitable Holdings Inc.230,857$4.41M0.0%-1.0%0.007%
8/18/2026 Centaurus Financial Inc.40,727$779K0.0%+173.7%0.001%
8/17/2026 Parvin Asset Management LLC8,775$168K0.1%-13.3%0.000%
8/17/2026 Proficio Capital Partners LLC10,613$203K0.0%N/A0.000%
8/17/2026 Corient Private Wealth LP1,868,875$35.73M0.0%+7.8%0.054%
8/17/2026 Perennial Investment Advisors LLC11,452$219K0.0%-8.6%0.000%
8/17/2026 Ausdal Financial Partners Inc.51,886$992K0.0%-1.9%0.002%
8/17/2026 Avos Capital Management LLC14,033$268K0.1%-82.3%0.000%
8/17/2026 Bank of America Corp DE28,139,938$538.04M0.0%-9.1%0.817%
8/15/2026 Western Wealth Management LLC87,271$1.67M0.1%+1.1%0.003%
8/15/2026 First Bancorp Inc ME10,138$194K0.1%N/A0.000%
8/15/2026 Valtrion Capital Management LLC17,079$327K0.2%+8.5%0.000%
8/14/2026 Ancora Advisors LLC36,417$696K0.0%-3.5%0.001%
8/14/2026 Jones Financial Companies Lllp1,009,594$19.35M0.0%+7.8%0.029%
8/14/2026 Fiduciary 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$432K1.3%-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%
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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%
8/10/2026 Tocqueville Asset Management L.P.43,442$831K0.0%-3.4%0.001%


ET Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,356 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 1,210 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 108,761,999 shares in the last 24 months. This purchase volume represents approximately $1.87B in transactions.

Of the 437 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), Bank of America Corp DE ($2.82M), Susquehanna Portfolio Strategies LLC ($1.72M), Zurich Insurance Group Ltd FI ($1.71M), and RR Advisors LLC ($1.32M).

Institutional investors have sold a total of 34,682,062 shares in the last 24 months. This volume of shares sold represents approximately $597.28M 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 9/2/2026. New 13F filings are added each quarter as they're published.
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