CrossAmerica Partners LP
CAPL- Exchange
- NYSE
- Industry
- Wholesale-Petroleum & Petroleum Products (No Bulk Stations)
- SEC CIK
- 0001538849
No open-market purchases or sales by CrossAmerica Partners LP insiders were filed in the last 90 days; 59 institutions reported holding it in 13F filings for Q2 2026, worth $202.1M in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in CrossAmerica Partners LP as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 56
- −1 vs. Q4 2022
- Shares held
- 9.28M
- −161.5K (−1.7%) vs. Q4 2022
- Total value
- $199.3M
- +$13.4M (+7.2%) vs. Q4 2022
- New holders
- 10
- 11 more added
- Sold out
- 11
- 14 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CAPL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 59 | $202.1M |
| Q1 2026 | 62 | $182.9M |
| Q4 2025 | 59 | $185.0M |
| Q3 2025 | 66 | $190.8M |
| Q2 2025 | 65 | $190.9M |
| Q1 2025 | 66 | $225.3M |
| Q4 2024 | 63 | $197.1M |
| Q3 2024 | 63 | $185.7M |
| Q2 2024 | 58 | $176.5M |
| Q1 2024 | 62 | $207.1M |
| Q4 2023 | 57 | $208.3M |
| Q3 2023 | 55 | $194.1M |
| Q2 2023 | 57 | $178.4M |
| Q1 2023 | 56 | $199.3M |
| Q4 2022 | 58 | $186.0M |
| Q3 2022 | 50 | $163.8M |
| Q2 2022 | 45 | $181.4M |
| Q1 2022 | 46 | $195.3M |
| Q4 2021 | 45 | $171.8M |
| Q3 2021 | 45 | $184.9M |
| Q2 2021 | 49 | $190.5M |
| Q1 2021 | 53 | $185.4M |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding CrossAmerica Partners LP; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MRP Capital Investments, LLC | 44 | $946 | 0.00% | +44 | New |
| Founders Capital Management | 37 | $1.00K | 0.00% | +1+2.8% | Added |
| Private Trust Co NA | 200 | $4.30K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 249 | $4.32K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 201 | $4.33K | 0.00% | +80+66.1% | Added |
| Armstrong Advisory Group, Inc | 398 | $8.55K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 400 | $8.60K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 409 | $8.79K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 500 | $11.0K | 0.00% | +500 | New |
| EverSource Wealth Advisors, LLC | 531 | $11.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 800 | $17.2K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 867 | $18.6K | 0.01% | +20+2.4% | Added |
| GWM Advisors LLC | 1,500 | $32.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,500 | $54.0K | 0.00% | +2,500 | New |
| Hexagon Capital Partners LLC | 3,800 | $81.7K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,092 | $109.0K | 0.00% | −3,375−39.9% | Reduced |
| Counterpoint Mutual Funds LLC | 5,179 | $111.3K | 0.10% | +5,179 | New |
| Adirondack Trust Co | 5,500 | $118.1K | 0.06% | 00.0% | Unchanged |
| Bank of America Corp | 5,882 | $126.4K | 0.00% | −2,892−33.0% | Reduced |
| The PNC Financial Services Group, Inc. | 7,200 | $154.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,192 | $197.6K | 0.00% | −179−1.9% | Reduced |
| Bryn Mawr Trust Co | 11,000 | $236.0K | 0.01% | 00.0% | Unchanged |
| Philadelphia Trust Co | 11,000 | $236.0K | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 11,130 | $239.2K | 0.00% | −1,340−10.7% | Reduced |
| Atomi Financial Group, Inc. | 11,236 | $241.5K | 0.13% | +11,236 | New |
| American Financial Group Inc | 11,500 | $247.0K | 0.08% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 11,700 | $251.4K | 0.11% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 12,413 | $266.8K | 0.02% | +689+5.9% | Added |
| ING Groep NV | 13,000 | $279.4K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 13,875 | $298.2K | 0.00% | +13,875 | New |
| Thrivent Financial for Lutherans | 16,708 | $359.0K | 0.00% | +16,708 | New |
| Tortoise Index Solutions, LLC | 19,065 | $409.7K | 0.08% | −3,010−13.6% | Reduced |
| CI Private Wealth, LLC | 20,000 | $429.8K | 0.00% | +20,000 | New |
| Morton Brown Family Wealth, LLC | 20,096 | $431.9K | 0.26% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 20,686 | $445.0K | 0.00% | +207+1.0% | Added |
| CIBC Private Wealth Group, LLC | 24,500 | $526.5K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 26,622 | $572.1K | 0.00% | +26,622 | New |
| UBS Group AG | 27,533 | $591.7K | 0.00% | +8,778+46.8% | Added |
| BNP Paribas Arbitrage, SA | 27,891 | $599.4K | 0.00% | −15,438−35.6% | Reduced |
| LPL Financial LLC | 32,003 | $687.7K | 0.00% | +750+2.4% | Added |
| Wells Fargo & Company | 42,718 | $918.0K | 0.00% | −2,903−6.4% | Reduced |
| Blackstone Group Inc. | 74,061 | $1.59M | 0.01% | +74,061 | New |
| U.S. Capital Wealth Advisors, LLC | 80,000 | $1.72M | 0.08% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 82,128 | $1.76M | 0.21% | +1,489+1.8% | Added |
| Morgan Stanley | 84,233 | $1.81M | 0.00% | −55,181−39.6% | Reduced |
| Raymond James & Associates | 86,678 | $1.86M | 0.00% | +21,015+32.0% | Added |
| Mariner, LLC | 109,421 | $2.35M | 0.01% | −3,197−2.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 154,853 | $3.33M | 1.04% | −835−0.5% | Reduced |
| Advisors Capital Management, LLC | 176,736 | $3.80M | 0.10% | +7,183+4.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 186,009 | $4.00M | 0.01% | +7,600+4.3% | Added |
| Goldman Sachs Group Inc | 186,337 | $4.00M | 0.00% | −771−0.4% | Reduced |
| First Trust Advisors LP | 189,323 | $4.07M | 0.00% | −65,620−25.7% | Reduced |
| JPMorgan Chase & Co | 347,590 | $7.47M | 0.00% | −58,881−14.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 621,427 | $13.4M | 0.03% | −92,070−12.9% | Reduced |
| Clearbridge Investments, LLC | 699,335 | $15.0M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 5,762,843 | $123.8M | 0.03% | 00.0% | Unchanged |
| HRT Financial LP | 0 | $0 | 0.00% | −21,562−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −20,901−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2,339−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −574−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −10,128−100.0% | Sold out |
| Cribstone Capital Management, LLC | – | – | – | – | Not filed |