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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 7,765 | $267.0K | 0.03% | +7,763+388,150.0% | Added |
| Congress Wealth Management LLC | 7,565 | $260.1K | 0.01% | +153+2.1% | Added |
| Washington Trust Advisors, Inc. | 7,505 | $258.0K | 0.03% | −100−1.3% | Reduced |
| Moors & Cabot, Inc. | 7,490 | $257.5K | 0.02% | +150+2.0% | Added |
| Cetera Advisors LLC | 7,465 | $256.6K | 0.00% | +7,465 | New |
| Northern Financial Advisors Inc | 7,429 | $255.4K | 0.23% | −2,204−22.9% | Reduced |
| Ruggaard & Associates LLC | 7,310 | $251.3K | 0.15% | +7,310 | New |
| JFS Wealth Advisors, LLC | 7,309 | $251.3K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 6,957 | $239.2K | 0.00% | +1,264+22.2% | Added |
| Cynosure Management, LLC | 6,951 | $239.0K | 0.07% | +6,951 | New |
| Clarius Group, LLC | 6,928 | $238.2K | 0.02% | −892−11.4% | Reduced |
| Venture Visionary Partners LLC | 6,915 | $237.7K | 0.01% | +6,915 | New |
| Portside Wealth Group, LLC | 6,858 | $237.0K | 0.04% | +6,858 | New |
| Spire Wealth Management | 6,805 | $234.0K | 0.01% | +5,126+305.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,760 | $232.4K | 0.04% | +6,760 | New |
| Belmont Capital, LLC | 6,592 | $226.6K | 0.12% | +6,030+1,073.0% | Added |
| Grayhawk Investment Strategies Inc. | 4,804 | $224.4K | 0.15% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 6,500 | $223.5K | 0.04% | +6,500 | New |
| Drive Wealth Management, LLC | 6,470 | $222.4K | 0.08% | −455−6.6% | Reduced |
| Good Life Advisors, LLC | 6,406 | $220.3K | 0.03% | +6,406 | New |
| Fractal Investments LLC | 6,400 | $220.0K | 0.05% | +6,400 | New |
| Nilsine Partners, LLC | 6,369 | $219.0K | 0.03% | +6,369 | New |
| Beese Fulmer Investment Management, Inc. | 6,250 | $214.9K | 0.02% | +6,250 | New |
| Lido Advisors, LLC | 6,249 | $214.8K | 0.00% | +6,249 | New |
| First Bank & Trust | 6,237 | $214.4K | 0.06% | −966−13.4% | Reduced |
| Banque Cantonale Vaudoise | 6,210 | $214.0K | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 6,161 | $211.8K | 0.00% | −7,604−55.2% | Reduced |
| Welch & Forbes LLC | 6,140 | $211.1K | 0.00% | −800−11.5% | Reduced |
| Freestone Capital Holdings, LLC | 6,000 | $206.3K | 0.01% | −1,051−14.9% | Reduced |
| Icon Wealth Partners, LLC | 5,875 | $202.0K | 0.02% | +121+2.1% | Added |
| Steward Partners Investment Advisory, LLC | 5,819 | $200.0K | 0.00% | −4,295−42.5% | Reduced |
| Fisher Asset Management, LLC | 5,403 | $185.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 5,357 | $184.2K | 0.01% | −273−4.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,000 | $170.9K | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 4,800 | $165.8K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 4,488 | $154.3K | 0.03% | −2,261−33.5% | Reduced |
| Archer Investment Corp | 4,025 | $138.4K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,904 | $134.2K | 0.01% | −348−8.2% | Reduced |
| Acadian Asset Management LLC | 3,600 | $124.0K | 0.00% | −3,400−48.6% | Reduced |
| Rhumbline Advisers | 3,492 | $120.1K | 0.00% | +40+1.2% | Added |
| Parallel Advisors, LLC | 3,426 | $117.8K | 0.00% | +591+20.8% | Added |
| CWM, LLC | 3,361 | $116.0K | 0.00% | +650+24.0% | Added |
| Central Trust Co | 3,266 | $112.3K | 0.00% | +1,266+63.3% | Added |
| Independence Bank of Kentucky | 3,050 | $104.9K | 0.04% | +1,050+52.5% | Added |
| Umb Bank N A | 3,019 | $103.8K | 0.00% | −1,500−33.2% | Reduced |
| Lindbrook Capital, LLC | 2,938 | $101.0K | 0.01% | +30+1.0% | Added |
| Cullen/Frost Bankers, Inc. | 2,795 | $96.1K | 0.00% | −180−6.1% | Reduced |
| Bartlett & Co. LLC | 2,700 | $93.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,700 | $92.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,617 | $90.0K | 0.00% | +1,422+119.0% | Added |
| Riverview Trust Co | 2,539 | $87.3K | 0.08% | +2,539 | New |
| Proequities, Inc. | 2,520 | $86.6K | 0.01% | −84−3.2% | Reduced |
| Union Savings Bank | 2,475 | $85.1K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,439 | $83.9K | 0.00% | +500+25.8% | Added |
| Blume Capital Management, Inc. | 2,415 | $83.0K | 0.02% | +215+9.8% | Added |
| Brown Brothers Harriman & Co | 2,401 | $82.5K | 0.00% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 2,200 | $75.6K | 0.08% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,199 | $75.6K | 0.01% | +726+49.3% | Added |
| Nemes Rush Group LLC | 2,131 | $73.3K | 0.01% | +68+3.3% | Added |
| Venturi Wealth Management, LLC | 2,000 | $68.8K | 0.01% | +2,000 | New |
| GHP Investment Advisors, Inc. | 2,002 | $68.5K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,931 | $66.4K | 0.02% | +308+19.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 1,909 | $65.6K | 0.03% | +116+6.5% | Added |
| Massmutual Trust Co FSB | 1,645 | $56.6K | 0.00% | +278+20.3% | Added |
| Tacita Capital Inc | 1,616 | $55.7K | 0.04% | +916+130.9% | Added |
| NBC Securities, Inc. | 1,599 | $54.0K | 0.01% | +1,599 | New |
| Global Retirement Partners, LLC | 1,676 | $53.4K | 0.00% | +664+65.6% | Added |
| SRS Capital Advisors, Inc. | 1,481 | $50.9K | 0.01% | +115+8.4% | Added |
| AdvisorNet Financial, Inc | 1,450 | $49.9K | 0.00% | −416−22.3% | Reduced |
| Horizon Investments, LLC | 1,326 | $45.6K | 0.00% | +139+11.7% | Added |
| Bokf, NA | 1,404 | $45.5K | 0.00% | −4,497−76.2% | Reduced |
| Allworth Financial LP | 1,236 | $42.5K | 0.00% | −74−5.6% | Reduced |
| Private Trust Co NA | 1,222 | $42.0K | 0.01% | +339+38.4% | Added |
| Peoples Financial Services Corp. | 1,213 | $41.7K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,199 | $41.2K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,409 | $41.0K | 0.00% | +4+0.3% | Added |
| Headinvest, LLC | 1,200 | $40.2K | 0.01% | +1,200 | New |
| Strengthening Families & Communities, LLC | 1,141 | $39.0K | 0.02% | +125+12.3% | Added |
| ORG Partners LLC | 1,120 | $38.5K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,068 | $36.7K | 0.01% | +271+34.0% | Added |
| Delta Asset Management LLC | 981 | $33.7K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 950 | $32.7K | 0.00% | −658−40.9% | Reduced |
| Rosenberg Matthew Hamilton | 935 | $32.1K | 0.01% | +164+21.3% | Added |
| Cary Street Partner Investment Advisory LLC | 898 | $30.9K | 0.00% | −56−5.9% | Reduced |
| Optiver Holding B.V. | 856 | $29.4K | 0.00% | +856 | New |
| Arlington Partners LLC | 853 | $29.3K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 853 | $29.3K | 0.01% | +853 | New |
| TCTC Holdings, LLC | 850 | $29.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 830 | $28.5K | 0.00% | −1,815−68.6% | Reduced |
| HM Payson & Co | 785 | $27.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 725 | $25.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 714 | $24.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 700 | $24.1K | 0.00% | +192+37.8% | Added |
| Adirondack Trust Co | 687 | $23.6K | 0.01% | +207+43.1% | Added |
| Certified Advisory Corp | 11,499 | $23.4K | 0.00% | +11,499 | New |
| Cambridge Trust Co | 675 | $23.2K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 621 | $21.4K | 0.01% | +621 | New |
| GoalVest Advisory LLC | 599 | $20.6K | 0.01% | +22+3.8% | Added |
| Caldwell Trust Co | 580 | $19.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 567 | $19.5K | 0.00% | 00.0% | Unchanged |