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Energy Transfer (ET) Institutional Ownership

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$20.41 0.00 (0.00%)
Closing price 04:10 PM Eastern
Extended Trading
$20.46 +0.05 (+0.24%)
As of 07:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Energy Transfer (NYSEAMERICAN:ET)

Current
Institutional Ownership
Percentage
38.22%
Number of
Institutional Buyers
(last 12 months)
755
Total
Institutional Inflows
(last 12 months)
$1.86B
Number of
Institutional Sellers
(last 12 months)
441
Total
Institutional Outflows
(last 12 months)
$607.17M
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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
10/10/2026Oak Grove Capital LLC943,209$18.65M0.8%+5.4%0.027%
10/9/2026GK Wealth Management LLC2,989$59K0.0%N/A0.000%
10/9/2026Wedmont Private Capital14,034$289K0.0%N/A0.000%
10/9/2026Chapin Davis Inc.105,426$2.08M0.4%+1.5%0.003%
10/9/2026First Heartland Consultants Inc.12,357$244K0.0%+22.7%0.000%
10/8/2026Farther Finance Advisors LLC101,023$2.00M0.0%-0.6%0.003%
10/8/2026Sapient Capital LLC18,864$373K0.0%+18.9%0.001%
10/8/2026CoreCap Advisors LLC381,258$7.54M0.2%+12.7%0.011%
10/8/2026Apella Capital LLC67,837$1.39M0.0%-10.6%0.002%
10/8/2026Everhart Financial Group Inc.39,917$789K0.0%N/A0.001%
10/8/2026Avidian Wealth Enterprises LLC86,614$1.71M0.0%+61.1%0.003%
10/8/2026Valeo Financial Advisors LLC213,824$4.23M0.1%+2.3%0.006%
10/8/2026Tactive Advisors LLC17,031$337K0.1%+23.1%0.000%
10/8/2026Whalen Wealth Management Inc.30,314$599K0.3%+9.4%0.001%
10/8/2026Chickasaw Capital Management LLC15,164,014$299.79M10.7%-1.3%0.440%
10/8/2026Winebrenner Capital Management LLC35,056$693K0.4%-3.4%0.001%
10/7/2026Venture Visionary Partners LLC212,506$4.20M0.1%+48.8%0.006%
10/7/2026Rhodes Investment Advisors Inc. ADV72,997$1.44M1.0%+9.2%0.002%
10/6/2026Mallini Complete Financial Planning LLC37,256$737K0.5%+1.6%0.001%
10/6/2026Private Capital Advisors Inc.1,481,535$29.29M2.5%-1.9%0.043%
10/5/2026Neville Rodie & Shaw Inc.13,045$258K0.0%-14.0%0.000%
10/2/2026 CX Institutional13,015$257K0.0%+93.9%0.000%
10/1/2026 Doliver Advisors LP28,126$556K0.1%-3.7%0.001%
9/23/2026Envestnet Asset Management Inc.1,244,157$23.79M0.0%+8.6%0.036%
9/11/2026Bullseye Investment Management LLC2,189$42K0.0%N/A0.000%
9/11/2026Talon Private Wealth LLC53,343$1.02M0.1%+1.7%0.002%
9/9/2026Miramontes Capital LLC39,202$750K0.2%-1.9%0.001%
9/9/2026Sequoia Financial Advisors LLC78,368$1.50M0.0%+6.1%0.002%
9/9/2026Tidal Investments LLC1,611,509$30.81M0.1%+56.7%0.047%
9/9/2026Archford Capital Strategies LLC34,713$664K0.1%-1.4%0.001%
9/9/2026M.E. Allison & CO. Inc.25,535$488K0.3%+3.4%0.001%
9/9/2026NorthRock Partners LLC23,211$444K0.0%-4.2%0.001%
9/9/2026Integrated Wealth Concepts LLC157,895$3.02M0.0%+1.0%0.005%
9/9/2026RFG Advisory LLC58,003$1.11M0.0%+3.7%0.002%
9/9/2026NewEdge Advisors LLC928,614$17.76M0.1%+7.9%0.027%
9/9/2026Cypress Capital Management LLC WY13,439$257K0.2%+3.9%0.000%
9/9/2026IFP Advisors Inc75,780$1.45M0.0%-3.9%0.002%
9/9/2026Baird Financial Group Inc.14,500$277K0.0%+45.0%0.000%
9/8/2026Allworth Financial LP125,029$2.39M0.0%-14.8%0.004%
9/8/2026Waverly Advisors LLC1,390,296$26.58M0.2%-19.4%0.040%
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9/8/2026Empirical Finance LLC1,037,614$19.84M0.8%-26.1%0.030%
9/2/2026Allianz Asset Management GmbH2,957,838$56.55M0.0%+11.5%0.086%
9/1/2026Planning Project LLC11,059$211K0.0%N/A0.000%
8/27/2026Corient Private Wealth LP1,821,330$34.82M0.0%+5.1%0.053%
8/26/2026HighTower Advisors LLC2,753,786$52.65M0.1%-2.3%0.080%
8/25/2026Advus Financial Partners LLC33,818$647K0.1%+1.9%0.001%
8/23/2026Readystate Asset Management LP16,601$279K0.0%N/A0.000%
8/23/2026Ameritas Advisory Services LLC74,490$1.25M0.0%N/A0.002%
8/23/2026Highlander Partners L.P.17,080$287K0.1%N/A0.000%
8/23/2026Wedmont Private Capital14,142$238K0.0%N/A0.000%
8/23/2026Kintra Wealth LLC16,125$271K0.0%N/A0.000%
8/23/2026PCG Wealth Advisors LLC14,263$240K0.1%N/A0.000%
8/23/2026Yarger Wealth Strategies LLC21,952$369K0.1%N/A0.001%
8/23/2026Operose Advisors LLC9,556$161K0.0%N/A0.000%
8/23/2026HB Wealth Management LLC215,505$3.63M0.0%N/A0.006%
8/23/2026Asset Allocation Strategies LLC45,234$761K0.1%N/A0.001%
8/23/2026Fortitude Advisory Group L.L.C.29,269$492K0.2%N/A0.001%
8/22/2026Compass Financial Management LLC19,488$395K0.0%N/A0.001%
8/22/2026Markowski Investments9,295$178K0.0%N/A0.000%
8/22/2026SeedSafe Financial LLC24,124$461K0.3%N/A0.001%
8/22/2026Meadowbrook Wealth Management LLC23,500$448K0.5%N/A0.001%
8/22/2026TD Waterhouse Canada Inc.35,016$667K0.0%-31.8%0.001%
8/22/2026Concurrent Investment Advisors LLC360,079$6.89M0.1%+4.2%0.010%
8/22/2026NEOS Investment Management LLC1,584,634$30.30M0.1%+47.9%0.046%
8/21/2026Continuum Advisory LLC3,291$63K0.0%N/A0.000%
8/21/2026Thrive Wealth Management LLC24,095$461K0.1%-48.8%0.001%
8/21/2026Secure Asset Management LLC15,209$291K0.0%-22.5%0.000%
8/21/2026Requisite Capital Management LLC500,433$9.57M1.6%-4.7%0.015%
8/20/2026Proficio Capital Partners LLC10,613$203K0.0%N/A0.000%
8/20/2026Nwam LLC41,856$800K0.0%+15.0%0.001%
8/20/2026Rehmann Capital Advisory Group27,971$535K0.0%-17.2%0.001%
8/20/2026BTG Pactual Asset Management US LLC15,524$300K0.0%+11.3%0.000%
8/20/2026Ancora Advisors LLC36,417$696K0.0%-3.5%0.001%
8/20/2026Susquehanna Fundamental Investments LLC13,470$258K0.0%N/A0.000%
8/20/2026Northwestern Mutual Wealth Management Co.341,205$6.52M0.0%+3.6%0.010%
8/20/2026Wedbush Securities Inc.147,534$2.82M0.1%+2.7%0.004%
8/20/2026Hennessy Advisors Inc.537,596$10.28M0.3%-5.6%0.016%
8/20/2026Spinnaker Trust21,800$417K0.0%+16.0%0.001%
8/20/2026Hollencrest Capital Management4,263$82K0.0%-22.6%0.000%
8/19/2026Capital Advisors Inc. OK84,082$1.61M0.0%-12.1%0.002%
8/19/2026Van ECK Associates Corp317,813$6.08M0.0%-21.1%0.009%
8/19/2026Chapin Davis Inc.103,905$1.99M0.4%+2.8%0.003%
8/19/2026Blackhill Capital Inc.1,600,000$30.59M1.3%+33.3%0.046%
8/19/2026Archer Investment Corp17,502$335K0.1%+2,087.8%0.001%
8/19/2026Kingsview Wealth Management LLC199,171$3.81M0.0%+4.9%0.006%
8/18/2026Henson Edgewater Management LLC132,625$2.78M1.6%-15.9%0.004%
8/18/2026Beacon Pointe Advisors LLC2,065,797$39.50M0.2%+7.4%0.060%
8/18/2026Pin Oak Investment Advisors Inc.235,529$4.50M2.3%-0.4%0.007%
8/18/2026Empowered Funds LLC1,669,064$31.91M0.2%-15.8%0.048%
8/18/2026United Capital Financial Advisors LLC124,944$2.39M0.0%-0.7%0.004%
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8/18/2026Asset Allocation Strategies LLC45,234$865K0.1%+1.7%0.001%
8/18/2026Equitable Holdings Inc.230,857$4.41M0.0%-1.0%0.007%
8/18/2026Centaurus Financial Inc.40,727$779K0.0%+173.7%0.001%
8/17/2026Parvin Asset Management LLC8,775$168K0.1%-13.3%0.000%
8/17/2026Proficio Capital Partners LLC10,613$203K0.0%N/A0.000%
8/17/2026Corient Private Wealth LP1,868,875$35.73M0.0%+7.8%0.054%
8/17/2026Perennial Investment Advisors LLC11,452$219K0.0%-8.6%0.000%
8/17/2026Ausdal Financial Partners Inc.51,886$992K0.0%-1.9%0.002%
8/17/2026Avos Capital Management LLC14,033$268K0.1%-82.3%0.000%
8/17/2026Bank of America Corp DE28,139,938$538.04M0.0%-9.1%0.817%


ET Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,359 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 1,211 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 108,020,294 shares in the last 24 months. This purchase volume represents approximately $1.86B in transactions.

Of the 441 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 35,141,658 shares in the last 24 months. This volume of shares sold represents approximately $607.17M in transactions.


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Institutional ownership data for NYSEAMERICAN:ET is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/10/2026. New 13F filings are added each quarter as they're published.
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