Who Owns Energy Transfer Stock?
TXSE: ETEnergyOil & Gas MidstreamUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 32.48%
- Held by insiders
- 10.29%
- Institutional holders
- 1,413
- Institutions 32.5%
- Insiders 10.3%
- Public and other 57.2%
Who owns Energy Transfer stock?
Institutional investors own about 32.5% of Energy Transfer's shares, spread across 1,413 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 10.29% of ET.
The largest institutional holders are Alps Advisors Inc. (2.52%), Morgan Stanley (2.49%) and JPMORGAN CHASE & CO (2.35%). Together, the top 10 institutions control 15.4% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their ET positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of ET
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Alps Advisors Inc. | 86.90M | 2.52% | +1.1% |
| Morgan Stanley | 85.61M | 2.49% | -1.9% |
| JPMORGAN CHASE & CO | 81.08M | 2.35% | +12.3% |
| Goldman Sachs Group Inc | 62.82M | 1.82% | +4.0% |
| Invesco Ltd. | 54.93M | 1.60% | -2.1% |
| Tortoise Capital Advisors, LLC | 38.00M | 1.10% | -3.7% |
| Blackstone Inc | 35.78M | 1.04% | +15.0% |
| UBS Group AG | 30.55M | 0.89% | -1.4% |
| Bank of America Corporation | 28.14M | 0.82% | -9.1% |
| Energy Income Partners, LLC | 25.65M | 0.75% | +1.8% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of ET
| Fund | Shares | % Held |
|---|---|---|
| ALPS ETF TRUST-ALERIAN MLP ETF | 84.47M | 2.45% |
| AIM Investment Fd.s -Invesco SteelPath MLP Income Fd. | 34.62M | 1.01% |
| Kayne Anderson Energy Infrastructure Fund, Inc. | 19.07M | 0.55% |
| GLOBAL X FUNDS-Global X MLP ETF | 17.17M | 0.50% |
| First TRT Exch-Trd Fd. IV-First TRT North American Energy Infrastructu | 14.90M | 0.43% |
| Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd. | 14.73M | 0.43% |
| GOLDMAN SACHS TRUST-Goldman Sachs MLP Energy Infrastructure Fund | 11.70M | 0.34% |
| AIM Investment Fd.s -Invesco SteelPath MLP Select 40 Fd. | 9.01M | 0.26% |
| GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF | 8.28M | 0.24% |
| AIM Investment Fd.s -Invesco SteelPath MLP Alpha Fd. | 7.07M | 0.21% |
Frequently asked questions
Who is the largest shareholder of Energy Transfer?
Alps Advisors Inc. is the largest institutional shareholder of ET, owning 2.52% of shares outstanding (86.90M shares) as of its latest 13F filing.
What percentage of Energy Transfer is owned by institutions?
Institutions own about 32.5% of ET shares and 36.2% of the public float.
How much of Energy Transfer do insiders own?
Insiders, such as officers and directors, own about 10.29% of ET shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.