EPD Enterprise Products Partners L.P.

NYSE
$36.08

Enterprise Products Partners L.P. (EPD) Institutional Ownership

What the institutions did with EPD last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared
18
filed both this quarter and last
Managers holding
17
-1 on the quarter
Buyers
5
0 opened new
Sellers
3
1 sold out entirely
Buyer share
62.5%
of managers who traded it
Breadth
+25.0
net buyers, as a share of those trading

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
DOLIVER ADVISORS, LP 108.5K 30.1%
Planning Strategies Inc. 68.5K 19.0%
GP Brinson Investments LLC 65.9K 18.3%
NEVILLE RODIE & SHAW INC 38.1K 10.6%
Olistico Wealth, LLC 27.4K 7.6%
Norman Fields, Gottscho Capital Management, LLC 10.7K 3.0%
Violich Capital Management, Inc. 9.6K 2.6%
Coastline Trust Co 8.9K 2.5%
Roxbury Financial LLC 6.3K 1.7%
CX Institutional 5.5K 1.5%
Versant Capital Management, Inc 3.9K 1.1%
Hickory Point Bank & Trust 2.2K 0.6%
EASTERN BANK 2.2K 0.6%
BURKETT FINANCIAL SERVICES, LLC 1.3K 0.4%
General Partner, Inc. 1.3K 0.3%
Rosenberg Matthew Hamilton 624 0.2%
Sarver Vrooman Wealth Advisors 300 0.1%

Largest changes

Manager Action Previous Current Change
DOLIVER ADVISORS, LP Reduced 118.5K 108.5K -10.0K
CX Institutional Increased 4.3K 5.5K +1.1K
GoalVest Advisory LLC Sold Out 273 0 -273
Planning Strategies Inc. Increased 68.4K 68.5K +118
NEVILLE RODIE & SHAW INC Reduced 38.2K 38.1K -112
Roxbury Financial LLC Increased 6.2K 6.3K +91
Versant Capital Management, Inc Increased 3.8K 3.9K +52
BURKETT FINANCIAL SERVICES, LLC Increased 1.3K 1.3K +18

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.