Stock ownership · SEC 13F · Q4 2025

ENERGY TRANSFER L P LP

Institutional ownership of ENERGY TRANSFER L P LP (CUSIP 29273V100) - who holds it, how concentrated it is, and what moved last quarter.

$15.6M
Reported value
8
Institutions
100%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, ENERGY TRANSFER L P LP ranks #370 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 8 institutions report $15.6M as of Q4 2025, with ownership heavily concentrated in a handful of holders.

8
institutions hold it
$15.6M
reported 13F value
100%
held by top 5
#370
of 775 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, ENERGY TRANSFER L P LP ranks #370 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 29273V100 · Q4 2025 $16M reported

VALUE-MID · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL

  • VALUE-MID #370/775
  • HOLDERS-FOCUS 8 filers
  • CONC-DOM 100% top-5
  • PHOTO-FINISH SPDR SERIES TRUST
  • ACTIVITY-MID 6 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: SPDR SERIES TRUST

Read with: Ownership concentration guide - ENERGY TRANSFER L P LP's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · ENERGY TRANSFER L P LP

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

3M · near$16MPIMCO ETF TR · near$16MENERGY TRANSFER L P LP · thi…$16MSPDR SERIES TRUST · near$16MSTE STRT FINCL SLCT · near$15M
Aggregate reported institutional value ($)
Largest institutional holders of ENERGY TRANSFER L P LP
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a ENERGY TRANSFER L P LP position has risen from 7 to 8 over the last 8 quarters of 13F filings.

05101520 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 8
Distinct 13F filers holding ENERGY TRANSFER L P LP, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Oak Grove Capital LLC 422,500 $7.0M 44.7%
2 Pacer Advisors, Inc. 357,542 $5.9M 37.8%
3 CHELSEA COUNSEL CO 94,000 $1.6M 9.9%
4 Anchor Investment Management, LLC 63,030 $1.0M 6.7%
5 MidFirst Bank 4,000 $66K 0.4%
6 Strategic Investment Solutions, Inc. /IL 2,500 $41K 0.3%
7 TD Capital Management LLC 1,018 $17K 0.1%
8 Compass Financial Services Inc 588 $10K 0.1%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ENERGY TRANSFER L P LP's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

Frequently Asked Questions

How many institutions hold ENERGY TRANSFER L P LP?
ENERGY TRANSFER L P LP is held by 8 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does ENERGY TRANSFER L P LP sit among tracked securities?
According to SEC Form 13F-HR filings in this corpus, ENERGY TRANSFER L P LP ranks #370 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of ENERGY TRANSFER L P LP?
Institutions report $15.6M of ENERGY TRANSFER L P LP as of Q4 2025.
How concentrated is ownership of ENERGY TRANSFER L P LP?
The top five institutional holders account for 100% of the reported institutional value in ENERGY TRANSFER L P LP, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of ENERGY TRANSFER L P LP?
Oak Grove Capital LLC is the largest reported holder of ENERGY TRANSFER L P LP with $7.0M across 422,500 shares as of Q4 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for ENERGY TRANSFER L P LP: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($15.6M here).

Similar holder count

Nearest stocks by number of disclosing 13F holders (8 here).

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.