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Also trades as: 0S23.L (LSE) · $vol 0M

EPD Institutional Ownership

Enterprise Products Partners L.P.
1W: +0.5% 1M: +1.4% 3M: -2.4% YTD: +20.9% 1Y: +27.7% 3Y: +66.1% 5Y: +116.5%
$37.17
+0.17 (+0.46%)
 
Weekly Expected Move ±2.9%
$35 $36 $37 $38 $39
NYSE · Energy · Oil & Gas Midstream · Tech Score Neutral · Power 58 · $80.3B mcap · 1.45B float · 0.216% daily turnover · Short 45% of daily vol
Credit Risk of going bust: lower than 86% of companies Debt: 29.8% of company value Bonds: $633.4M held by 452 funds, 78 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.67 (down 98%), Enterprise Products Partners L.P. would be worth roughly what it owes.
Total debt $34.02B against a stock market value of $80.27B.
Distance to default 11.59 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $17.63B (short-term plus half of long-term), stock volatility 18.2%; Altman Z'' 1.17. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

Institutional Ownership — EPD

1,707
Institutional Holders
+17 vs prior quarter
0.0%
Ownership
+0.00pp
$20B
Total Invested
102
New Positions
566
Increased
549
Reduced
101
Closed
0.81
Put/Call Ratio

Ownership Trends

Top Institutional Holders (1770 total)

# Holder Shares Value Change Change % Holding Period Filing
1 ALPS ADVISORS INC 43,655,056 $1.6B +133,959 +0.3% 53Q SEC ↗
2 Invesco Ltd. 26,616,875 $989M -29,380 -0.1% 87Q SEC ↗
3 Blackstone Inc. 23,760,341 $883M +2,656,857 +12.6% 26Q SEC ↗
4 MORGAN STANLEY 22,249,198 $827M +829,676 +3.9% 60Q SEC ↗
5 TORTOISE CAPITAL ADVISORS, L.L.C. 18,636,746 $693M +3,775,362 +25.4% 87Q SEC ↗
6 GOLDMAN SACHS GROUP INC 17,515,453 $651M -2,574,964 -12.8% 15Q SEC ↗
7 Fayez Sarofim & Co 15,998,982 $595M -200,202 -1.2% 51Q SEC ↗
8 Energy Income Partners, LLC 13,831,913 $514M +100,565 +0.7% 79Q SEC ↗
9 NEUBERGER BERMAN GROUP LLC 13,560,232 $504M -80,311 -0.6% 69Q SEC ↗
10 KAYNE ANDERSON CAPITAL ADVISORS LP 12,869,425 $478M -162,172 -1.2% 95Q SEC ↗
11 AMERICAN CENTURY COMPANIES INC 11,833,318 $440M +448,727 +3.9% 15Q SEC ↗
12 UBS Group AG 11,815,406 $439M -791,844 -6.3% 47Q SEC ↗
13 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 11,780,406 $438M -337,847 -2.8% 9Q SEC ↗
14 BANK OF AMERICA CORP /DE 11,331,687 $421M -446,883 -3.8% 15Q SEC ↗
15 CIBC Bancorp USA Inc. 8,467,839 $315M -212,324 -2.4% 2Q SEC ↗
16 Ensign Peak Advisors, Inc 8,189,961 $304M -112,364 -1.4% 27Q SEC ↗
17 BlackRock, Inc. 6,945,720 $258M -82,450 -1.2% 8Q SEC ↗
18 BERKLEY W R CORP 6,825,000 $254M — +0.0% 15Q SEC ↗
19 RAYMOND JAMES FINANCIAL INC 6,663,540 $248M +18,521 +0.3% 7Q SEC ↗
20 Thrivent Financial for Lutherans 6,060,053 $225M +1,471,530 +32.1% 25Q SEC ↗
21 WESTWOOD HOLDINGS GROUP INC 5,918,667 $220M +422,599 +7.7% 18Q SEC ↗
22 FMR LLC 5,785,898 $215M -1,560,577 -21.2% 76Q SEC ↗
23 Clearbridge Investments, LLC 5,507,895 $205M -305,589 -5.3% 64Q SEC ↗
24 FAIRHOLME CAPITAL MANAGEMENT LLC 5,455,800 $203M — +0.0% 21Q SEC ↗
25 WELLS FARGO & COMPANY/MN 4,938,312 $184M +18,614 +0.4% 101Q SEC ↗
26 Hamlin Capital Management, LLC 4,792,357 $178M -70,949 -1.5% 40Q SEC ↗
27 CHICKASAW CAPITAL MANAGEMENT LLC 4,727,610 $176M -70,727 -1.5% 77Q SEC ↗
28 JPMORGAN CHASE & CO 4,438,751 $165M +1,113,155 +33.5% 87Q SEC ↗
29 LPL Financial LLC 4,261,876 $158M +96,136 +2.3% 61Q SEC ↗
30 STIFEL FINANCIAL CORP 4,038,337 $150M -29,413 -0.7% 49Q SEC ↗
31 HighTower Advisors, LLC 3,822,053 $142M -44,235 -1.1% 70Q SEC ↗
32 Paralel Advisors LLC 3,650,000 $136M — +0.0% 19Q SEC ↗
33 BNP PARIBAS FINANCIAL MARKETS 3,524,671 $131M -84,430 -2.3% 54Q SEC ↗
34 REAVES W H & CO INC 3,493,940 $130M — +0.0% 11Q SEC ↗
35 ROYAL BANK OF CANADA 3,294,712 $122M +64,458 +2.0% 73Q SEC ↗
36 EAGLE GLOBAL ADVISORS LLC 3,285,266 $122M -40,160 -1.2% 96Q SEC ↗
37 MILLER HOWARD INVESTMENTS INC /NY 3,211,891 $119M +51,685 +1.6% 95Q SEC ↗
38 PRINCIPAL FINANCIAL GROUP INC 3,121,938 $116M -1,148,882 -26.9% 37Q SEC ↗
39 Arax Advisory Partners 2,647,573 $98M +2,617,771 +8783.9% 21Q SEC ↗
40 Corient Private Wealth LP 2,643,627 $98M -98,056 -3.6% 15Q SEC ↗
41 Americana Partners, LLC 2,425,057 $90M +139,847 +6.1% 27Q SEC ↗
42 Rockefeller Capital Management L.P. 2,375,357 $88M +231,169 +10.8% 34Q SEC ↗
43 U.S. Capital Wealth Advisors, LLC 2,276,743 $85M -5,573 -0.2% 19Q SEC ↗
44 ING GROEP NV 2,246,000 $83M +2,158,100 +2455.2% 2Q SEC ↗
45 Chicago Partners Investment Group LLC 2,073,101 $77M +6,343 +0.3% 47Q SEC ↗
46 Recurrent Investment Advisors LLC 2,031,416 $76M +355,933 +21.2% 27Q SEC ↗
47 First Eagle Investment Management, LLC 1,958,036 $73M +16,555 +0.9% 26Q SEC ↗
48 Brookfield Corp /ON 1,930,503 $72M -140,657 -6.8% 25Q SEC ↗
49 Texas Yale Capital Corp. 1,920,189 $71M +10,848 +0.6% 85Q SEC ↗
50 DEUTSCHE BANK AG 1,847,526 $69M +16,080 +0.9% 52Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
TORTOISE CAPITAL ADVISORS, L.L.C. +3,775,362 +25.4% 18,636,746
Blackstone Inc. +2,656,857 +12.6% 23,760,341
Arax Advisory Partners +2,617,771 +8783.9% 2,647,573
ING GROEP NV +2,158,100 +2455.2% 2,246,000
Thrivent Financial for Lutherans +1,471,530 +32.1% 6,060,053
JPMORGAN CHASE & CO +1,113,155 +33.5% 4,438,751
MORGAN STANLEY +829,676 +3.9% 22,249,198
CITADEL ADVISORS LLC +758,964 +2835.4% 785,731
NATIXIS +740,900 +2423.5% 771,472
SCS Capital Management LLC +495,256 +809.8% 556,413
ACADIAN ASSET MANAGEMENT LLC +490,479 +745.6% 556,262
AMERICAN CENTURY COMPANIES INC +448,727 +3.9% 11,833,318
WESTWOOD HOLDINGS GROUP INC +422,599 +7.7% 5,918,667
Markel Group Inc. +367,000 +181.7% 569,000
Recurrent Investment Advisors LLC +355,933 +21.2% 2,031,416
Kestra Advisory Services, LLC +330,201 +46.5% 1,039,913
Larson Financial Group LLC +325,390 +1137.4% 353,998
NEOS Investment Management LLC +277,214 +51.5% 815,015
Rockefeller Capital Management L.P. +231,169 +10.8% 2,375,357
Lido Advisors, LLC +210,963 +107.4% 407,351
Biggest Decreases (20)
HolderReducedChange %Total Shares
GOLDMAN SACHS GROUP INC -2,574,964 -12.8% 17,515,453
FMR LLC -1,560,577 -21.2% 5,785,898
PRINCIPAL FINANCIAL GROUP INC -1,148,882 -26.9% 3,121,938
UBS Group AG -791,844 -6.3% 11,815,406
CITIGROUP INC -476,297 -69.9% 205,556
BANK OF AMERICA CORP /DE -446,883 -3.8% 11,331,687
DIAMANT ASSET MANAGEMENT, INC. -439,501 -97.4% 11,930
BARCLAYS PLC -415,887 -19.4% 1,733,174
MIRAE ASSET GLOBAL ETFS HOLDINGS Lt -337,847 -2.8% 11,780,406
Clearbridge Investments, LLC -305,589 -5.3% 5,507,895
Jump Financial, LLC -291,394 -72.1% 112,800
ALLIANCEBERNSTEIN L.P. -287,900 -90.7% 29,362
CIBC Bancorp USA Inc. -212,324 -2.4% 8,467,839
Fayez Sarofim & Co -200,202 -1.2% 15,998,982
COMMERCE BANK -182,575 -20.3% 719,016
CUSHING ASSET MANAGEMENT, LP dba NX -180,000 -10.3% 1,565,500
KAYNE ANDERSON CAPITAL ADVISORS LP -162,172 -1.2% 12,869,425
Brookfield Corp /ON -140,657 -6.8% 1,930,503
Ensign Peak Advisors, Inc -112,364 -1.4% 8,189,961
Fisher Funds Management LTD -104,030 -28.9% 255,933

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms