Free Trial
→ Bank of America: 'Digital Dollar Inevitable' (From Decentralized Masters) (Ad)tc pixel Free ET Stock Alerts

Energy Transfer (ET) Institutional Ownership

Energy Transfer logo
$19.50 -0.66 (-3.25%)
As of 03:11 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
38.22%
Number of
Institutional Buyers
(last 12 months)
715
Total
Institutional Inflows
(last 12 months)
$1.80B
Number of
Institutional Sellers
(last 12 months)
449
Total
Institutional Outflows
(last 12 months)
$651.11M
Get ET Insider Trade Alerts

Want to know when executives and insiders are buying or selling Energy Transfer stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

ET Institutional Buying and Selling by Quarter

Energy Transfer Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/2026AlphaCore Capital LLC35,705$706K0.0%+166.3%0.001%
11/4/2026Bryn Mawr Trust Advisors LLC12,065$239K0.0%N/A0.000%
11/4/2026Avion Wealth31,954$631K0.1%+12.3%0.001%
11/4/2026Carret Asset Management LLC15,643$309K0.0%-52.1%0.000%
11/4/2026M Holdings Securities Inc.20,684$420K0.0%N/A0.001%
11/4/2026Avantax Planning Partners Inc.37,562$743K0.0%+12.6%0.001%
11/4/2026Brighton Jones LLC32,533$643K0.0%+4.1%0.001%
11/3/2026Beam Wealth Advisors Inc.32,862$650K0.1%-2.0%0.001%
11/3/2026180 Wealth Advisors LLC208,376$4.12M0.4%-1.3%0.006%
11/3/2026StoneX Group Inc.58,970$1.17M0.0%+18.4%0.002%
11/3/2026Kornitzer Capital Management Inc. KS163,600$3.23M0.1%-0.6%0.005%
11/3/2026Axiom Investment Management LLC68,937$1.36M1.1%+2.3%0.002%
11/3/2026Formidable Asset Management LLC15,657$299K0.0%+19.0%0.000%
11/3/2026Parallel Advisors LLC51,284$1.01M0.0%+2.0%0.001%
11/3/2026United Advisor Group LLC21,363$422K0.0%+7.6%0.001%
11/3/2026Alps Advisors Inc.84,776,083$1.68B7.4%-2.4%2.462%
11/3/2026 International Assets Investment Management LLC286,429$5.76M0.1%+21.1%0.008%
11/3/2026 General American Investors Co. Inc.825,565$16.32M0.9%-19.1%0.024%
11/3/2026 SeedSafe Financial LLC32,824$649K0.5%+36.1%0.001%
11/3/2026 Arrow Investment Advisors LLC12,766$252K0.2%+17.5%0.000%
11/3/2026 Calamos Advisors LLC244,843$4.84M0.0%+6.0%0.007%
11/2/2026 Pekin Hardy Strauss Inc.438,956$8.68M0.7%-0.8%0.013%
11/2/2026 Quadcap Wealth Management LLC16,812$332K0.0%+4.6%0.000%
11/2/2026 Platform Technology Partners70,225$1.39M0.2%+0.8%0.002%
11/2/2026 Inscription Capital LLC40,499$801K0.1%-47.6%0.001%
10/31/2026 Pathway Financial Advisers LLC159,589$3.16M0.8%+5.5%0.005%
10/31/2026 Kelleher Financial Advisors86,845$1.72M0.5%+98.7%0.003%
10/30/2026 Compass Financial Management LLC26,575$525K0.1%+36.4%0.001%
10/30/2026 Southern Financial Group LLC18,803$372K0.1%-7.1%0.001%
10/30/2026 Integrity Alliance LLC.32,973$652K0.0%-6.2%0.001%
10/30/2026 GRIMES & Co WEALTH MANAGEMENT LLC15,807$313K0.0%+23.8%0.000%
10/29/2026 McAlvany Wealth Management LLC51,708$1.02M0.5%N/A0.000%
10/29/2026 One Way Holdings LLC17,087$338K0.0%-11.9%0.000%
10/29/2026 Artesa Financial Group LLC22,013$435K0.4%-5.8%0.000%
10/29/2026 Welch Group LLC56,875$1.12M0.0%+66.0%0.000%
10/29/2026 Trek Financial LLC10,457$207K0.0%-41.2%0.000%
10/29/2026 Woodmont Investment Counsel LLC18,551$367K0.0%+53.3%0.000%
10/29/2026 Walled Lake Planning & Wealth Management LLC30,912$611K0.1%+9.1%0.000%
10/29/2026 Virtue Capital Management LLC88,152$1.74M0.2%+2.2%0.000%
10/29/2026 Aviance Capital Partners LLC29,167$577K0.1%+11.5%0.000%
RIP AI. It’s over. (Ad)

AI skeptics see dot-com era warning signs, and they have a point. But the real opportunity may not be in the big tech names pouring billions into data centers. Walmart's $24 million satellite network, AMR's Sabre system, and Capital One's 36,114 pricing tests all prove the same thing: compute has always been business's biggest moat, and it's about to get cheaper than ever. Porter Stansberry says one overlooked, government-protected sector is positioned to absorb this near-free compute boom and could become the next Magnificent 7.tc pixel

Watch Porter Stansberry's broadcast to see which sector could lead next
10/29/2026 ProShare Advisors LLC246,924$4.88M0.0%-14.4%0.000%
10/29/2026 Vise Technologies Inc.121,794$2.41M0.0%+152.2%0.000%
10/29/2026 Intrua Financial LLC99,360$1.96M0.2%-2.1%0.000%
10/29/2026 MGO One Seven LLC128,821$2.55M0.0%+0.4%0.000%
10/29/2026 Greatmark Investment Partners Inc.37,712$746K0.1%+66.0%0.000%
10/29/2026 Americana Partners LLC3,541,204$70.01M1.5%-0.3%0.000%
10/29/2026 Modera Wealth Management LLC15,223$301K0.0%-20.4%0.000%
10/29/2026 State of Wyoming29,628$586K0.0%+29.8%0.000%
10/28/2026 International Assets Investment Management LLC150,000$2.97M0.0%-36.6%0.000%
10/28/2026 Soltis Investment Advisors LLC71,039$1.40M0.1%+306.1%0.000%
10/28/2026 Blueprint Investment Partners LLC26,875$531K0.0%-12.5%0.000%
10/28/2026 Blueprint Financial Advisors LLC26,588$526K0.1%-13.4%0.000%
10/28/2026 Childress Capital Advisors LLC604,803$11.96M1.9%+0.4%0.000%
10/28/2026 BOKF NA760,885$15.04M0.2%+6.0%0.000%
10/28/2026 Pinnacle Wealth Planning Services Inc.1,717,458$33.95M3.3%-20.0%0.000%
10/28/2026 North Star Investment Management Corp.244,063$4.83M0.3%-0.2%0.000%
10/27/2026 Stockman Wealth Management Inc.65,966$1.30M0.1%+1.0%0.002%
10/27/2026 BLB&B Advisors LLC47,426$938K0.0%-1.0%0.001%
10/27/2026 Busey Bank14,006$277K0.0%N/A0.000%
10/26/2026 DMC Group LLC29,000$573K0.4%N/A0.001%
10/26/2026 Oppenheimer & Co. Inc.420,370$8.31M0.1%+11.1%0.012%
10/26/2026 Park Avenue Securities LLC16,693$330K0.0%+26.6%0.000%
10/26/2026 Flagship Harbor Advisors LLC46,595$921K0.0%-9.3%0.001%
10/26/2026 Miller Howard Investments Inc. NY5,679,174$112.28M3.0%+6.9%0.165%
10/26/2026 CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT7,772,599$153.66M7.0%-1.9%0.226%
10/24/2026 Apollon Wealth Management LLC254,132$5.02M0.1%-1.7%0.007%
10/24/2026 Kingswood Wealth Advisors LLC69,145$1.37M0.1%+3.9%0.002%
10/24/2026 Royal Palms Capital LLC153,138$3.03M2.7%-2.3%0.004%
10/24/2026 Argyle Capital Partners LLC73,134$1.45M0.9%-4.3%0.002%
10/23/2026 Morton Capital Management LLC CA50,596$1M0.1%+1.3%0.001%
10/23/2026 Evanson Financial LLC93,555$1.85M0.1%+12.7%0.003%
10/23/2026 Citizens Financial Group Inc. RI39,222$775K0.0%+66.6%0.001%
10/23/2026 Simplicity Wealth LLC20,140$398K0.0%-12.0%0.001%
10/23/2026 NTV Asset Management LLC13,681$270K0.0%N/A0.000%
10/23/2026 Evergreen Capital Management LLC824,652$16.30M0.3%-2.5%0.024%
10/23/2026 Garrett Wealth Advisory Group LLC5,481,421$108.37M16.4%+0.0%0.159%
10/23/2026 Tectonic Advisors LLC827,868$16.37M0.7%+4.3%0.024%
10/23/2026 Barrett & Company Inc.12,371$245K0.1%+10.7%0.000%
10/23/2026 Farmers & Merchants Investments Inc.22,546$446K0.0%+4.6%0.001%
10/23/2026 Rahlfs Capital LLC59,475$1.18M0.7%+2.1%0.002%
10/23/2026 Capital Investment Advisors LLC381,773$7.55M0.1%+1.7%0.011%
10/23/2026 Wedbush Securities Inc.141,297$2.79M0.1%-4.2%0.004%
10/23/2026 Fifth Third Wealth Advisors LLC21,377$423K0.0%-18.0%0.001%
10/22/2026 BIP Wealth LLC48,201$953K0.0%+14.6%0.001%
10/22/2026 Private Wealth Partners LLC106,500$2.11M0.1%+10.4%0.003%
10/22/2026 Compass Wealth Management LLC5,500$109K0.0%N/A0.000%
10/22/2026 Old North State Wealth Management LLC303,582$6.00M2.2%-2.6%0.009%
10/22/2026 Curry Webb Wealth Management LLC5,595$111K0.0%N/A0.000%
10/22/2026 Brookstone Capital Management213,745$4.23M0.0%-5.8%0.006%
10/22/2026 SeaCrest Wealth Management LLC20,560$406K0.0%-9.8%0.001%
Executive Order 14241 Unleashes Trump’s New Dollar (Ad)

A landmark executive order, 14241, is reportedly set to reshape how Americans use money starting this December. The agenda at the upcoming G20 Summit in Miami has shifted, and new research points to a major monetary announcement from President Trump. A new documentary breaks down what this shift could mean for savings, investments, and the assets tied to it.tc pixel

Watch the documentary to see what the dollar reset means for you
10/22/2026 Smith Chas P & Associates PA Cpas16,167$328K0.0%N/A0.000%
10/22/2026 Crescent Grove Advisors LLC158,365$3.13M0.3%+15.7%0.005%
10/22/2026 Diligent Investors LLC25,605$506K0.1%-12.8%0.001%
10/22/2026 Foster Victor Wealth Advisors LLC50,087$1.01M0.0%+119.7%0.001%
10/21/2026 Kings Path Partners LLC8,000$158K0.0%N/A0.000%
10/21/2026 Axxcess Wealth Management LLC28,230$558K0.0%-79.0%0.001%
10/21/2026 Stillwater Wealth Management Group10,100$200K0.1%-25.2%0.000%
10/21/2026 Sawyer & Company Inc1,500$30K0.0%N/A0.000%
10/21/2026 Kirr Marbach & Co. LLC IN92,718$1.83M0.4%-2.8%0.003%
10/21/2026 Carnegie Investment Counsel18,775$371K0.0%-16.0%0.001%


ET Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,364 institutional investors and hedge funds held shares of Energy Transfer. The most heavily invested institutionals were Alps Advisors Inc. ($1.68B), Goldman Sachs Group Inc. ($1.44B), Morgan Stanley ($1.42B), 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 1,205 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 104,035,063 shares in the last 24 months. This purchase volume represents approximately $1.80B in transactions.

Of the 444 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), Alps Advisors Inc. ($2.13M), Susquehanna Portfolio Strategies LLC ($1.72M), and Zurich Insurance Group Ltd FI ($1.71M).

Institutional investors have sold a total of 37,178,504 shares in the last 24 months. This volume of shares sold represents approximately $651.11M in transactions.


Related Companies

Institutional ownership data for TXSE:ET is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/4/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The AI Infrastructure Rush Is ON — Watch VDTA
Vertical Data Inc (OTCQB: VDTA) is building the layers beneath the AI boom - GPU hardware and financing, manag...
Trading Wire | Sponsoredtc pixel
I'm handing you this one free
Elon Musk doesn't own the chip powering every Tesla, every Starlink dish, and every AI satellite he builds, he...
Behind the Markets | Sponsoredtc pixel
My public warning after 55 years of watching the markets
Dr. Martin D. Weiss has publicly predicted six major American market crashes over his 55-year career, each war...
Weiss Ratings | Sponsoredtc pixel
Many investors are about to lose everything
Twenty five years ago, this analyst predicted the fiber optic boom and called Amazon before it became a househ...
Porter & Company | Sponsoredtc pixel
U.S. Army Advances 75-Year Rare Earth Deal With Nasdaq Firm
The Pentagon is moving to cut US dependence on Chinese rare earth metals, and a Nasdaq-listed company just sig...
The Tomorrow Investor | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
Elon Musk’s One Stock Retirement Plan
Stanley Druckenmiller once said you don't get rich diversifying into 50 mediocre assets - you get rich finding...
Brownstone Research | Sponsoredtc pixel
Last call for your free 0DTE report
The 0DTE Game Plan lays out a simple 3-step framework for trading same-day options: Plan it, profit from it, p...
Profits Run | Sponsoredtc pixel