Suncor Energy Inc
SU- Exchange
- NYSE
- Industry
- Petroleum Refining
- SEC CIK
- 0000311337
No open-market purchases or sales by Suncor Energy Inc insiders were filed in the last 90 days; 756 institutions reported holding it in 13F filings for Q2 2026, worth $43.2B in total; superinvestors Elliott Investment Management and Maverick Capital hold it.
13F holders, Q3 2023
Institutional positions in Suncor Energy Inc as of Sep 30, 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
- 571
- +12 vs. Q2 2023
- Shares held
- 800.5M
- +6.63M (+0.8%) vs. Q2 2023
- Total value
- $27.7B
- +$4.23B (+18.0%) vs. Q2 2023
- New holders
- 67
- 206 more added
- Sold out
- 55
- 195 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SU 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 | 756 | $43.2B |
| Q1 2026 | 753 | $55.6B |
| Q4 2025 | 682 | $35.9B |
| Q3 2025 | 638 | $33.9B |
| Q2 2025 | 645 | $31.2B |
| Q1 2025 | 660 | $32.8B |
| Q4 2024 | 656 | $29.8B |
| Q3 2024 | 640 | $31.4B |
| Q2 2024 | 636 | $33.4B |
| Q1 2024 | 597 | $32.4B |
| Q4 2023 | 593 | $26.0B |
| Q3 2023 | 571 | $27.7B |
| Q2 2023 | 564 | $23.5B |
| Q1 2023 | 593 | $24.4B |
| Q4 2022 | 590 | $26.3B |
| Q3 2022 | 562 | $22.7B |
| Q2 2022 | 577 | $28.8B |
| Q1 2022 | 537 | $26.6B |
| Q4 2021 | 493 | $21.4B |
| Q3 2021 | 449 | $18.2B |
| Q2 2021 | 472 | $21.6B |
| Q1 2021 | 468 | $19.4B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Suncor Energy Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bokf, NA | 1,404 | $45.5K | 0.00% | −4,497−76.2% | Reduced |
| Horizon Investments, LLC | 1,326 | $45.6K | 0.00% | +139+11.7% | Added |
| AdvisorNet Financial, Inc | 1,450 | $49.9K | 0.00% | −416−22.3% | Reduced |
| SRS Capital Advisors, Inc. | 1,481 | $50.9K | 0.01% | +115+8.4% | Added |
| Global Retirement Partners, LLC | 1,676 | $53.4K | 0.00% | +664+65.6% | Added |
| NBC Securities, Inc. | 1,599 | $54.0K | 0.01% | +1,599 | New |
| Tacita Capital Inc | 1,616 | $55.7K | 0.04% | +916+130.9% | Added |
| Massmutual Trust Co FSB | 1,645 | $56.6K | 0.00% | +278+20.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 1,909 | $65.6K | 0.03% | +116+6.5% | Added |
| Hexagon Capital Partners LLC | 1,931 | $66.4K | 0.02% | +308+19.0% | Added |
| GHP Investment Advisors, Inc. | 2,002 | $68.5K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,000 | $68.8K | 0.01% | +2,000 | New |
| Nemes Rush Group LLC | 2,131 | $73.3K | 0.01% | +68+3.3% | Added |
| EverSource Wealth Advisors, LLC | 2,199 | $75.6K | 0.01% | +726+49.3% | Added |
| Basso Capital Management, L.P. | 2,200 | $75.6K | 0.08% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,401 | $82.5K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 2,415 | $83.0K | 0.02% | +215+9.8% | Added |
| IFP Advisors, Inc | 2,439 | $83.9K | 0.00% | +500+25.8% | Added |
| Union Savings Bank | 2,475 | $85.1K | 0.05% | 00.0% | Unchanged |
| Proequities, Inc. | 2,520 | $86.6K | 0.01% | −84−3.2% | Reduced |
| Riverview Trust Co | 2,539 | $87.3K | 0.08% | +2,539 | New |
| Jones Financial Companies LLLP | 2,617 | $90.0K | 0.00% | +1,422+119.0% | Added |
| Bartlett & Co. Wealth Management LLC | 2,700 | $92.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,700 | $93.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,795 | $96.1K | 0.00% | −180−6.1% | Reduced |
| Lindbrook Capital, LLC | 2,938 | $101.0K | 0.01% | +30+1.0% | Added |
| Umb Bank N A | 3,019 | $103.8K | 0.00% | −1,500−33.2% | Reduced |
| Independence Bank of Kentucky | 3,050 | $104.9K | 0.04% | +1,050+52.5% | Added |
| Central Trust Co | 3,266 | $112.3K | 0.00% | +1,266+63.3% | Added |
| CWM, LLC | 3,361 | $116.0K | 0.00% | +650+24.0% | Added |
| Parallel Advisors, LLC | 3,426 | $117.8K | 0.00% | +591+20.8% | Added |
| Rhumbline Advisers | 3,492 | $120.1K | 0.00% | +40+1.2% | Added |
| Acadian Asset Management LLC | 3,600 | $124.0K | 0.00% | −3,400−48.6% | Reduced |
| Quadrant Capital Group LLC | 3,904 | $134.2K | 0.01% | −348−8.2% | Reduced |
| Archer Investment Corp | 4,025 | $138.4K | 0.05% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 4,488 | $154.3K | 0.03% | −2,261−33.5% | Reduced |
| Erste Asset Management GmbH | 4,800 | $165.8K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,000 | $170.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 5,357 | $184.2K | 0.01% | −273−4.8% | Reduced |
| Fisher Asset Management, LLC | 5,403 | $185.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,819 | $200.0K | 0.00% | −4,295−42.5% | Reduced |
| Icon Wealth Partners, LLC | 5,875 | $202.0K | 0.02% | +121+2.1% | Added |
| Freestone Capital Holdings, LLC | 6,000 | $206.3K | 0.01% | −1,051−14.9% | Reduced |
| Welch & Forbes LLC | 6,140 | $211.1K | 0.00% | −800−11.5% | Reduced |
| Gotham Asset Management, LLC | 6,161 | $211.8K | 0.00% | −7,604−55.2% | Reduced |
| Banque Cantonale Vaudoise | 6,210 | $214.0K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 6,237 | $214.4K | 0.06% | −966−13.4% | Reduced |
| Lido Advisors, LLC | 6,249 | $214.8K | 0.00% | +6,249 | New |
| Beese Fulmer Investment Management, Inc. | 6,250 | $214.9K | 0.02% | +6,250 | New |
| Nilsine Partners, LLC | 6,369 | $219.0K | 0.03% | +6,369 | New |
| Fractal Investments LLC | 6,400 | $220.0K | 0.05% | +6,400 | New |
| Good Life Advisors, LLC | 6,406 | $220.3K | 0.03% | +6,406 | New |
| Drive Wealth Management, LLC | 6,470 | $222.4K | 0.08% | −455−6.6% | Reduced |
| Baker Ellis Asset Management LLC | 6,500 | $223.5K | 0.04% | +6,500 | New |
| Grayhawk Investment Strategies Inc. | 4,804 | $224.4K | 0.15% | 00.0% | Unchanged |
| Belmont Capital, LLC | 6,592 | $226.6K | 0.12% | +6,030+1,073.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,760 | $232.4K | 0.04% | +6,760 | New |
| Spire Wealth Management | 6,805 | $234.0K | 0.01% | +5,126+305.3% | Added |
| Portside Wealth Group, LLC | 6,858 | $237.0K | 0.04% | +6,858 | New |
| Venture Visionary Partners LLC | 6,915 | $237.7K | 0.01% | +6,915 | New |
| Clarius Group, LLC | 6,928 | $238.2K | 0.02% | −892−11.4% | Reduced |
| Cynosure Management, LLC | 6,951 | $239.0K | 0.07% | +6,951 | New |
| Fifth Third Bancorp | 6,957 | $239.2K | 0.00% | +1,264+22.2% | Added |
| JFS Wealth Advisors, LLC | 7,309 | $251.3K | 0.02% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 7,310 | $251.3K | 0.15% | +7,310 | New |
| Northern Financial Advisors Inc | 7,429 | $255.4K | 0.23% | −2,204−22.9% | Reduced |
| Cetera Advisors LLC | 7,465 | $256.6K | 0.00% | +7,465 | New |
| Moors & Cabot, Inc. | 7,490 | $257.5K | 0.02% | +150+2.0% | Added |
| Washington Trust Advisors, Inc. | 7,505 | $258.0K | 0.03% | −100−1.3% | Reduced |
| Congress Wealth Management LLC | 7,565 | $260.1K | 0.01% | +153+2.1% | Added |
| Leonteq Securities AG | 7,765 | $267.0K | 0.03% | +7,763+388,150.0% | Added |
| Candriam Luxembourg S.C.A. | 7,731 | $267.1K | 0.00% | −10,756−58.2% | Reduced |
| Atria Wealth Solutions, Inc. | 7,931 | $272.7K | 0.00% | −2,996−27.4% | Reduced |
| Checchi Capital Advisers, LLC | 7,966 | $273.9K | 0.03% | +560+7.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,000 | $275.2K | 0.00% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 8,191 | $281.6K | 0.06% | +8,191 | New |
| Alan B. Lancz & Associates, Inc. | 8,200 | $281.9K | 0.32% | 00.0% | Unchanged |
| Old National Bancorp | 8,226 | $282.8K | 0.01% | −1,419−14.7% | Reduced |
| Inscription Capital, LLC | 8,242 | $283.4K | 0.09% | −1,200−12.7% | Reduced |
| Greenleaf Trust | 8,280 | $284.7K | 0.00% | −57−0.7% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 8,274 | $285.9K | 0.02% | +206+2.6% | Added |
| Great Valley Advisor Group, Inc. | 8,326 | $286.3K | 0.01% | +201+2.5% | Added |
| GFG Capital, LLC | 8,498 | $292.2K | 0.09% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 8,572 | $295.0K | 0.01% | +920+12.0% | Added |
| Baker Tilly Wealth Management, LLC | 8,616 | $296.2K | 0.05% | −6,579−43.3% | Reduced |
| AE Wealth Management LLC | 8,926 | $306.9K | 0.00% | +723+8.8% | Added |
| Procyon Private Wealth Partners, LLC | 8,999 | $309.4K | 0.03% | +8,999 | New |
| Karpas Strategies, LLC | 9,000 | $309.4K | 0.11% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 9,228 | $317.3K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 9,272 | $318.8K | 0.00% | +9,272 | New |
| Valeo Financial Advisors, LLC | 9,358 | $321.7K | 0.01% | −12,131−56.5% | Reduced |
| Sawyer & Company, Inc | 9,382 | $323.0K | 0.15% | −135−1.4% | Reduced |
| National Asset Management, Inc. | 9,408 | $323.5K | 0.01% | +9,408 | New |
| Wolverine Trading, LLC | 9,474 | $325.7K | 0.00% | −39,573−80.7% | Reduced |
| Wahed Invest LLC | 9,451 | $326.5K | 0.11% | +671+7.6% | Added |
| Annandale Capital, LLC | 9,650 | $332.0K | 0.10% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 9,703 | $333.6K | 0.04% | −123−1.3% | Reduced |
| Great Lakes Advisors, LLC | 9,745 | $335.0K | 0.00% | +2,045+26.6% | Added |
| 180 Wealth Advisors, LLC | 9,766 | $335.8K | 0.08% | +420+4.5% | Added |
| Core Alternative Capital | 9,868 | $339.3K | 0.05% | +9,868 | New |