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Disclosery

EPD ENTERPRISE PRODS PARTNERS L

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COM (common), issuer CIK 1061219

1,427 managers (1,445 13F filers) reported a position in EPD shares at 2024-12-31, 551,583,126 shares in all. 83 filers opened a position and 59 filers sold out during the quarter.

Managers
1,427
13F filers
1,445
New
83
Added
525
Reduced
379
Sold out
59
Shares held by filers
551,583,126

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Claro Advisors Inc.28,232$885K0.12%-4613F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE27,960$877K0.26%013F-HRTimeline
Cresta Advisors, Ltd.30,077$876K0.46%013F-HRTimeline
Prime Capital Investment Advisors, LLC27,684$868K0.01%+6,09313F-HRTimeline
Curated Wealth Partners LLC27,670$868K0.1%+11,00013F-HRTimeline
Goodman Financial Corp27,641$867K0.19%+4,00013F-HRTimeline
Beverly Hills Private Wealth, LLC27,521$863K0.17%-5,97013F-HRTimeline
NOVEM GROUP27,439$860K0.13%13F-HRTimeline
Rede Wealth, LLC27,256$855K0.33%-1,10513F-HRTimeline
CENTRAL TRUST Co27,217$854K0.02%-80013F-HRTimeline
Ranch Capital Advisors Inc.27,112$850K0.4%+6013F-HRTimeline
CWA Asset Management Group, LLC26,859$842K0.04%-2,10513F-HRTimeline
MUHLENKAMP & CO INC26,855$842K0.26%013F-HRTimeline
Arete Wealth Advisors, LLC26,705$838K0.06%+3,96113F-HRTimeline
HBW ADVISORY SERVICES LLC26,703$837K0.09%+1,16513F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding26,685$837K+10,764Timeline
KCM INVESTMENT ADVISORS LLC26,642$835K0.03%+3,72913F-HRTimeline
Fisher Asset Management, LLC26,476$830K<0.01%+8,90013F-HRTimeline
Investors Research Corp26,350$826K0.18%-85013F-HRTimeline
MATHER GROUP, LLC.26,272$824K0.01%013F-HRTimeline
Stockman Wealth Management, Inc.26,222$822K0.13%+90013F-HRTimeline
Narwhal Capital Management26,200$822K0.07%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…25,949$814K0.2%013F-HRTimeline
Leo Wealth, LLC25,796$809K0.07%+4,71713F-HRTimeline
White Pine Investment CO25,780$808K0.22%013F-HRTimeline
Cornerstone Advisory, LLC24,150$808K0.09%+7,27313F-HRTimeline
Geneos Wealth Management Inc.25,665$805K0.03%+51213F-HRTimeline
Firestone Capital Management25,503$800K0.2%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC25,369$796K0.18%+5,87313F-HRTimeline
Requisite Capital Management, LLC25,367$796K0.16%013F-HRTimeline
Perritt Capital Management Inc25,333$794K0.41%+21413F-HRTimeline
Baer Investment Advisory LLC23,701$793K0.85%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC25,252$792K0.06%+2,90213F-HRTimeline
Ellenbecker Investment Group25,105$787K0.14%-14213F-HRTimeline
RBF Capital, LLC25,000$784K0.04%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC24,937$782K0.01%+1,07413F-HRTimeline
Merit Financial Group, LLC24,829$779K0.01%-14,18313F-HRTimeline
Platform Technology Partners24,758$776K0.24%+2913F-HRTimeline
South Street Advisors LLC24,730$776K0.12%-5,95013F-HRTimeline
Almanack Investment Partners, LLC.24,701$775K0.12%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC24,639$773K0.12%+2513F-HRTimeline
Pine Valley Investments Ltd Liability Co24,540$770K0.05%+25013F-HRTimeline
Modern Wealth Management, LLC24,512$769K0.03%new13F-HR/ATimeline
Aspen Grove Capital, LLC24,415$766K0.16%+2613F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC24,349$764K0.01%013F-HRTimeline
SeaCrest Wealth Management, LLC24,345$763K0.08%-6,45613F-HRTimeline
Fiduciary Group, LLC24,342$763K0.08%+2,73813F-HRTimeline
Austin Wealth Management, LLC22,668$761K0.16%-5013F-HRTimeline
Olistico Wealth, LLC24,242$760K0.44%013F-HRTimeline
TT Capital Management LLC22,769$759K0.61%13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC24,168$758K0.01%+1,68713F-HRTimelineGroup
Kovack Advisors, Inc.24,049$754K0.07%-2,29013F-HRTimeline
Merrion Investment Management Co, LLC24,025$753K0.52%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC23,973$752K0.05%-9,85313F-HRTimeline
Steele Capital Management, Inc.23,847$748K0.04%013F-HRTimeline
BIP Wealth, LLC23,691$743K0.05%+2,60313F-HRTimeline
Addis & Hill, Inc23,630$741K0.55%013F-HRTimeline
Wedmont Private Capital22,981$739K0.04%-3,92613F-HRTimeline
Tranquility Partners, LLC23,533$738K0.28%+32913F-HRTimeline
Manske Wealth Management23,513$737K0.29%13F-HRTimeline
HFG Advisors, Inc.23,505$737K0.64%+1,45513F-HRTimeline
Strategic Financial Concepts, LLC23,420$734K0.14%+6,28313F-HR/ATimeline
Avantax Planning Partners, Inc.23,348$732K0.03%+33013F-HRTimeline
Balentine LLC23,249$729K0.03%013F-HRTimeline
Ellis Investment Partners, LLC23,242$729K0.14%+3713F-HRTimeline
Per Stirling Capital Management, LLC.23,217$728K0.1%-98813F-HRTimeline
Sargent Investment Group, LLC22,360$728K0.12%+45513F-HRTimeline
Ipswich Investment Management Co., Inc.23,127$725K0.17%013F-HRTimeline
Venture Visionary Partners LLC23,031$722K0.03%-63413F-HR/ATimeline
Ellsworth Advisors, LLC23,022$722K0.19%+38013F-HRTimeline
Cornerstone Wealth Management, LLC22,978$721K0.05%+76013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …22,959$720K0.01%+4,77213F-HRTimelineGroup
RiverGlades Family Offices LLC22,723$713K0.51%013F-HRTimeline
ZEGA Investments, LLC21,199$712K0.21%13F-HRTimeline
Morton Capital Management LLC/CA22,686$711K0.13%+21613F-HRTimeline
Stokes Capital Advisors, LLC22,668$711K0.18%-14,11013F-HRTimeline
Cascade Investment Advisors, Inc.22,626$710K0.46%013F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC22,538$707K0.59%013F-HRTimelineGroup
Meriwether Wealth & Planning, LLC22,178$696K0.5%13F-HRTimeline
Bleakley Financial Group, LLC22,111$693K0.02%+1,37513F-HRTimeline
Powers Advisory Group, LLC22,097$693K0.35%+27113F-HRTimeline
Atlanta Consulting Group Advisors, LLC22,081$692K0.26%-92713F-HR/ATimeline
HBK Sorce Advisory LLC21,945$688K0.02%+3113F-HRTimeline
TBH Global Asset Management, LLC21,888$686K0.16%013F-HRTimeline
EPIQ PARTNERS, LLC21,860$686K0.37%013F-HRTimeline
Clayton Financial Group LLC21,847$685K0.25%013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP21,850$685K0.02%-2,31013F-HRTimeline
NWAM LLC21,802$684K0.04%+20513F-HRTimeline
180 WEALTH ADVISORS, LLC21,784$683K0.11%+13,56113F-HRTimeline
TCW GROUP INCin group TCW GROUP INC21,772$683K0.01%013F-HRTimelineGroup
First Heartland Consultants, Inc.21,726$681K0.07%+65813F-HRTimeline
Archer Investment Corp21,641$679K0.18%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST21,509$675K0.08%013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC21,502$674K0.51%013F-HRTimeline
RDA Financial Network21,389$671K0.2%+28013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC21,340$669K0.13%-27013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC21,266$667K0.03%+2,69613F-HRTimelineGroup
CHARTER RESEARCH & INVESTMENT GROUP, IN…21,160$664K0.51%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC21,063$661K0.02%13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…21,048$660K0.2%013F-HRTimeline
Tradition Wealth Management, LLC21,038$660K0.06%+8013F-HRTimeline
Rehmann Capital Advisory Group20,855$654K0.04%-20413F-HRTimeline
Brown Miller Wealth Management, LLC20,830$653K0.25%+1513F-HRTimeline
Wealthstar Advisors, LLC20,785$652K0.28%13F-HRTimeline
SFMG, LLC20,746$651K0.05%+5,00013F-HRTimeline
North Star Investment Management Corp.20,736$650K0.05%+1,13813F-HRTimeline
RFG Advisory, LLC20,704$649K0.02%+13,78813F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…20,699$649K0.23%+62913F-HRTimeline
Sabal Trust CO20,651$648K0.04%013F-HRTimeline
Modus Advisors, LLC20,561$645K0.2%+1,09913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…20,507$643K0.05%+19013F-HRTimeline
BSW Wealth Partners20,497$643K0.09%+10213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC20,468$642K0.06%+9,20013F-HR/ATimeline
MTM Investment Management, LLC20,297$637K0.24%+10013F-HRTimeline
JFG Wealth Management, LLC20,280$636K0.15%013F-HRTimeline
J.P. Marvel Investment Advisors, LLC20,247$635K0.1%013F-HRTimeline
Asset Allocation Strategies LLC19,267$634K0.15%+1,10613F-HRTimeline
Dorsey & Whitney Trust CO LLC20,219$634K0.03%+1,35713F-HRTimeline
ROMANO BROTHERS AND COMPANY20,217$634K0.08%+20913F-HRTimeline
MSH Capital Advisors LLC20,168$632K0.2%+3,31313F-HRTimeline
Liberty Capital Management, Inc.20,054$629K0.14%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV20,018$628K0.23%+32113F-HRTimeline
PBMares Wealth Management LLC20,013$628K0.13%new13F-HRTimeline
Evernest Financial Advisors, LLC20,000$627K0.16%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…19,997$627K0.09%+1,91313F-HRTimeline
Jacobi Capital Management LLC19,988$627K0.05%-1,59213F-HRTimeline
PSI Advisors, LLC19,932$625K0.19%-70013F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…19,820$622K0.81%new13F-HRTimeline
10Elms LLP19,818$621K0.64%13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC19,712$618K0.01%+5,00013F-HRTimeline
King Wealth Management Group19,705$618K0.09%+17913F-HRTimeline
Gladstone Institutional Advisory LLC19,699$618K0.03%-73713F-HRTimeline
Sippican Capital Advisors19,630$616K0.45%013F-HRTimeline
Chesley Taft & Associates LLC19,600$615K0.03%+6,60013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP19,370$607K0.01%-8,99413F-HR/ATimelineGroup
First Horizon Advisors, Inc.19,232$603K0.02%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC19,218$603K0.02%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…19,189$602K0.02%+4,75013F-HRTimeline
Davis Investment Partners, LLC18,695$601K0.25%+7613F-HRTimeline
Douglass Winthrop Advisors, LLC19,156$601K0.01%+5,00013F-HRTimeline
Register Financial Advisors LLC19,070$598K0.3%-24313F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC18,987$595K0.01%013F-HRTimelineGroup
Modera Wealth Management, LLC18,874$592K0.01%+36613F-HRTimeline
Walker Asset Management, LLC18,621$584K0.36%+65213F-HRTimeline
ALBION FINANCIAL GROUP /UT18,582$583K0.04%-13013F-HRTimeline
TCV Trust & Wealth Management, Inc.18,450$579K0.05%013F-HRTimeline
Hodges Capital Management Inc.18,417$578K0.03%013F-HRTimeline
Hobbs Group Advisors, LLC18,391$577K0.22%+4,56013F-HRTimeline
Eagle Ridge Investment Management18,332$575K0.05%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pettinga Financial Advisors LLC18,300$574K0.13%-2,65913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC18,272$573K0.02%+33413F-HRTimeline
United Asset Strategies, Inc.18,225$572K0.05%+25113F-HRTimeline
Reynders McVeigh Capital Management, LLC18,096$567K0.03%013F-HRTimeline
Redwood Wealth Management Group, LLC18,000$565K0.28%+9513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC18,000$564K0.01%013F-HRTimeline
HWG Holdings LP17,890$561K0.18%013F-HRTimeline
TOWNSQUARE CAPITAL LLC17,872$560K0.01%-6,04813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…17,800$558K<0.01%-9,84413F-HRTimelineGroup
Violich Capital Management, Inc.17,800$558K0.07%-75013F-HRTimeline
SAXON INTERESTS, INC.17,766$557K0.25%+2,45813F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC17,760$557K0.1%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.17,748$557K0.04%013F-HRTimelineGroup
Family Manage LLC17,642$553K0.09%-3,59313F-HRTimeline
Badgley Phelps Wealth Managers, LLC17,641$553K0.01%-46013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC17,586$551K0.27%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…16,295$551K0.03%+1,60813F-HRTimeline
Smithfield Trust Co17,570$550K0.03%013F-HRTimeline
Canton Hathaway, LLC17,550$550K0.14%-5013F-HRTimeline
Buffington Mohr McNeal17,532$550K0.09%+10,00513F-HRTimeline
Old North State Wealth Management, LLC17,490$549K0.31%+27113F-HRTimeline
FineMark National Bank & Trust17,413$546K0.02%013F-HRTimeline
Avior Wealth Management, LLC17,409$546K0.02%013F-HRTimeline
Arax Advisory Partners17,304$543K0.03%+3,42513F-HRTimeline
Millennium Capital Advisors, LLC17,295$542K0.37%+23913F-HRTimeline
Westover Capital Advisors, LLC17,244$541K0.12%-1,50013F-HRTimeline
Stokes Family Office, LLC17,240$541K0.06%+1,65013F-HRTimeline
Collaborative Wealth Managment Inc.17,142$538K0.24%-1,09913F-HRTimeline
PATTEN & PATTEN INC/TN17,115$537K0.04%+12513F-HRTimeline
Salvus Wealth Management, LLC17,054$535K0.34%+213F-HRTimeline
Executive Wealth Management, LLC17,020$534K0.04%-9613F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC17,000$533K0.1%new13F-HRTimeline
CHAPIN DAVIS, INC.18,299$533K0.17%013F-HRTimeline
Wealth Alliance Advisory Group, LLC16,975$532K0.11%+1,87813F-HRTimeline
Weinberger Asset Management, Inc16,900$530K0.22%013F-HRTimeline
GWN SECURITIES INC.15,667$526K0.14%13F-HRTimeline
PRIVATE TRUST CO NA16,758$526K0.05%+9113F-HRTimeline
Aveo Capital Partners, LLC16,755$525K0.06%+5,75513F-HRTimeline
Van Cleef Asset Management,Inc16,748$525K0.06%013F-HRTimeline
Partners Group Holding AG16,657$522K0.02%-2,64913F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN16,607$521K0.05%013F-HRTimeline
Crumly & Associates Inc.16,490$517K0.14%+59213F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC16,358$513K<0.01%+68013F-HRTimelineGroup
Empirical Asset Management, LLC16,320$512K0.17%-17113F-HRTimeline
Heirloom Wealth Management16,319$512K0.15%013F-HRTimeline
Fortitude Advisory Group L.L.C.16,220$509K0.31%+7113F-HRTimeline
NFSG Corp16,207$508K0.13%new13F-HRTimeline
WHALEROCK POINT PARTNERS, LLC16,148$506K0.12%013F-HRTimeline
Creekside Partners15,980$501K0.26%013F-HRTimeline
SignalPoint Asset Management, LLC15,900$499K0.12%+29213F-HRTimeline
Valued Retirements, Inc.15,890$498K0.67%013F-HRTimeline

Events

  • WILLIAMS RANDA DUNCAN and 5 other reporting persons reported 702,584,914 EPD shares, 32.6% of the class, as of 2026-09-30, in a 13D/A filed 2026-10-02. 0001104659-26-113274

    Accepted , ingested