| 4 |
| GOLDMAN SACHS GROUP INC |
| 62.8M |
| $1.20B |
| +4.0% |
| 1.826% |
| 0.10% |
| 5 | Invesco Ltd. | 54.9M | $1.05B | -2.1% | 1.596% | 0.08% |
| 6 | TORTOISE CAPITAL ADVISORS, L.L.C. | 38.0M | $726.5M | -3.7% | 1.104% | 7.39% |
| 7 | Blackstone Inc. | 35.8M | $684.2M | +15.0% | 1.040% | 1.76% |
| 8 | UBS Group AG | 30.5M | $584.1M | -1.4% | 0.888% | 0.07% |
| 9 | BANK OF AMERICA CORP /DE/ | 28.1M | $538.0M | -9.1% | 0.818% | 0.03% |
| 10 | Energy Income Partners, LLC | 25.7M | $490.5M | +1.8% | 0.745% | 7.71% |
| 11 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 24.4M | $466.8M | +2.2% | 0.710% | 0.56% |
| 12 | KAYNE ANDERSON CAPITAL ADVISORS LP | 24.2M | $462.1M | -1.7% | 0.702% | 9.06% |
| 13 | FMR LLC | 22.0M | $420.1M | -7.5% | 0.638% | 0.02% |
| 14 | NATIXIS | 21.4M | $409.2M | +0.1% | 0.622% | 1.65% |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17.1M | $326.2M | +0.8% | 0.496% | 0.03% |
| 16 | WESTWOOD HOLDINGS GROUP INC | 16.8M | $321.7M | -0.9% | 0.489% | 2.42% |
| 17 | Neuberger Berman Group LLC | 16.7M | $319.1M | +5.4% | 0.485% | 0.11% |
| 18 | CIBC Bancorp USA Inc. | 13.5M | $258.6M | +0.2% | 0.393% | 0.31% |
| 19 | COOPERMAN LEON G | 13.3M | $254.7M | 0.0% | 0.387% | 7.18% |
| 20 | Clearbridge Investments, LLC | 13.3M | $254.4M | +1.5% | 0.387% | 0.21% |
| 21 | WELLS FARGO & COMPANY/MN | 12.9M | $246.9M | +3.0% | 0.375% | 0.04% |
| 22 | BNP PARIBAS FINANCIAL MARKETS | 10.4M | $203.6M | -6.2% | 0.301% | 0.07% |
| 23 | Long Focus Capital Management, LLC | 10.5M | $199.9M | +6.3% | 0.304% | 5.11% |
| 24 | BROOKFIELD Corp /ON/ | 8.5M | $163.1M | +32.3% | 0.248% | 0.21% |
| 25 | RAYMOND JAMES FINANCIAL INC | 8.5M | $161.8M | +7.9% | 0.246% | 0.04% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ET — a direct measure of their conviction.
| 32.05% |
| 0.18 pp |
| $19.96B |
| 6.2% |
| Q4 2024 | 1,149 | +8.7% | 32.23% | 0.42 pp | $21.28B | +21% |
| Q3 2024 | 1,057 | — | 32.65% | — | $17.57B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
ET institutional ownership rose by 0.59 percentage points quarter-over-quarter, with a net change of +11 holders.
The top 10 institutions account for 48.3% of all reported 13F value in ET, and the top 25 account for 69.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Energy Transfer LP (ET) Institutional Ownership