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, Q4 2023
Institutional positions in Suncor Energy Inc as of Dec 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
- 593
- +31 vs. Q3 2023
- Shares held
- 805.5M
- +6.24M (+0.8%) vs. Q3 2023
- Total value
- $26.0B
- −$1.65B (−6.0%) vs. Q3 2023
- New holders
- 78
- 185 more added
- Sold out
- 47
- 236 more reduced
9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Suncor Energy Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McGlone Suttner Wealth Management, Inc. | 1 | $32 | 0.00% | +1 | New |
| Princeton Global Asset Management LLC | 5 | $148 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 6 | $192 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 11 | $353 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 23 | $737 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 31 | $993 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 34 | $1.09K | 0.00% | −1−2.9% | Reduced |
| Coppell Advisory Solutions LLC | 34 | $1.09K | 0.00% | +34 | New |
| Parkside Financial Bank & Trust | 35 | $1.12K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 35 | $1.12K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 37 | $1.21K | 0.00% | +37 | New |
| Raffa Wealth Management, LLC | 39 | $1.25K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 42 | $1.35K | 0.00% | +2+5.0% | Added |
| DHJJ Financial Advisors, Ltd. | 50 | $1.60K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 53 | $1.70K | 0.00% | −73−57.9% | Reduced |
| Bell Investment Advisors, Inc | 59 | $1.89K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 50 | $2.00K | 0.00% | +50 | New |
| CVA Family Office, LLC | 66 | $2.12K | 0.00% | +66 | New |
| Solstein Capital, LLC | 70 | $2.24K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 72 | $2.31K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 83 | $2.66K | 0.00% | −37−30.8% | Reduced |
| Sunbelt Securities, Inc. | 86 | $2.75K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 86 | $2.75K | 0.00% | +86 | New |
| Sound Income Strategies, LLC | 88 | $2.82K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 90 | $2.88K | 0.00% | +50+125.0% | Added |
| Penserra Capital Management LLC | 105 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 99 | $3.17K | 0.00% | +25+33.8% | Added |
| Legend Financial Advisors, Inc. | 100 | $3.20K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $3.20K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 105 | $3.35K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 100 | $3.44K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 112 | $3.58K | 0.00% | −29−20.6% | Reduced |
| Washington Trust Co | 135 | $4.33K | 0.00% | −242−64.2% | Reduced |
| Exchange Traded Concepts, LLC | 142 | $4.55K | 0.00% | −51−26.4% | Reduced |
| Center for Financial Planning, Inc. | 150 | $4.81K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 149 | $4.93K | 0.00% | +149 | New |
| Aspire Private Capital, LLC | 172 | $5.51K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 180 | $5.77K | 0.00% | +180 | New |
| Frazier Financial Advisors, LLC | 191 | $6.12K | 0.01% | +191 | New |
| Albion Financial Group | 198 | $6.34K | 0.00% | +198 | New |
| Concord Wealth Partners | 200 | $6.41K | 0.00% | −84−29.6% | Reduced |
| Geneos Wealth Management Inc. | 200 | $6.41K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 200 | $6.41K | 0.00% | +200 | New |
| Toth Financial Advisory Corp | 201 | $6.44K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 202 | $6.48K | 0.00% | +202 | New |
| West Oak Capital, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 230 | $7.37K | 0.00% | +230 | New |
| RFP Financial Group LLC | 235 | $7.53K | 0.00% | −180−43.4% | Reduced |
| Accent Capital Management, LLC | 250 | $8.01K | 0.01% | +250 | New |
| Creative Capital Management Investments LLC | 257 | $8.23K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 257 | $8.24K | 0.00% | +2+0.8% | Added |
| Tradewinds Capital Management, LLC | 268 | $8.59K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 271 | $8.68K | 0.01% | +271 | New |
| Anchor Investment Management, LLC | 280 | $8.97K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 280 | $8.97K | 0.01% | +280 | New |
| Pinnacle Bancorp, Inc. | 294 | $9.42K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 300 | $9.61K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 300 | $9.61K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 312 | $10.0K | 0.00% | −268−46.2% | Reduced |
| Hanson & Doremus Investment Management | 324 | $10.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 325 | $10.4K | 0.00% | +100+44.4% | Added |
| BNP Paribas Arbitrage, SA | 350 | $11.2K | 0.00% | −138,190−99.7% | Reduced |
| Bank of New Hampshire | 350 | $11.2K | 0.00% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 364 | $11.7K | 0.01% | +364 | New |
| Arlington Trust Co LLC | 402 | $12.9K | 0.00% | −451−52.9% | Reduced |
| Salem Investment Counselors Inc | 415 | $13.3K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 443 | $14.2K | 0.01% | −79−15.1% | Reduced |
| Game Plan Financial Advisors, LLC | 500 | $16.0K | 0.01% | +500 | New |
| HHM Wealth Advisors, LLC | 523 | $16.8K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 524 | $16.8K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 527 | $16.9K | 0.01% | +5+1.0% | Added |
| Clearstead Advisors, LLC | 567 | $18.2K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 572 | $18.3K | 0.00% | +5+0.9% | Added |
| Valley National Advisers Inc | 668 | $21.0K | 0.00% | +168+33.6% | Added |
| Cambridge Trust Co | 675 | $21.6K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 637 | $21.9K | 0.02% | +637 | New |
| Harbour Investments, Inc. | 700 | $22.4K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 725 | $23.2K | 0.01% | +725 | New |
| Johnson Financial Group, Inc. | 769 | $24.6K | 0.00% | +769 | New |
| Richardson Financial Services Inc. | 771 | $24.7K | 0.02% | +771 | New |
| HM Payson & Co | 785 | $25.2K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 850 | $27.2K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 950 | $30.4K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 963 | $30.9K | 0.00% | −363−27.4% | Reduced |
| Delta Asset Management LLC | 981 | $31.4K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,038 | $33.0K | 0.00% | +313+43.2% | Added |
| Adirondack Trust Co | 1,000 | $34.4K | 0.01% | +313+45.6% | Added |
| Allworth Financial LP | 1,125 | $36.1K | 0.00% | −111−9.0% | Reduced |
| Glassman Wealth Services | 1,152 | $36.9K | 0.01% | +84+7.9% | Added |
| Rosenberg Matthew Hamilton | 1,157 | $37.1K | 0.01% | +222+23.7% | Added |
| Legacy Bridge, LLC | 1,199 | $38.4K | 0.02% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,213 | $38.9K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,214 | $38.9K | 0.00% | +801+193.9% | Added |
| NBC Securities, Inc. | 1,225 | $39.0K | 0.00% | −374−23.4% | Reduced |
| Proequities, Inc. | 1,228 | $39.3K | 0.00% | −1,292−51.3% | Reduced |
| Private Trust Co NA | 1,255 | $40.2K | 0.00% | +33+2.7% | Added |
| Brown Brothers Harriman & Co | 1,401 | $44.9K | 0.00% | −1,000−41.6% | Reduced |