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 |
|---|---|---|---|---|---|
| Bruce G. Allen Investments, LLC | 1,430 | $45.8K | 0.04% | +1,430 | New |
| Ronald Blue Trust, Inc. | 1,347 | $47.0K | 0.00% | −62−4.4% | Reduced |
| Cutler Group LP | 1,481 | $47.0K | 0.01% | +1,029+227.7% | Added |
| SRS Capital Advisors, Inc. | 1,517 | $48.6K | 0.01% | +36+2.4% | Added |
| V-Square Quantitative Management LLC | 1,200 | $51.0K | 0.01% | +1,200 | New |
| Cape Investment Advisory, Inc. | 1,698 | $54.4K | 0.03% | +1,610+1,829.5% | Added |
| AdvisorNet Financial, Inc | 1,721 | $55.1K | 0.01% | +271+18.7% | Added |
| Massmutual Trust Co FSB | 1,765 | $56.6K | 0.00% | +120+7.3% | Added |
| Global Retirement Partners, LLC | 1,797 | $57.5K | 0.00% | +121+7.2% | Added |
| Umb Bank N A | 1,819 | $58.3K | 0.00% | −1,200−39.7% | Reduced |
| Hexagon Capital Partners LLC | 1,844 | $59.1K | 0.01% | −87−4.5% | Reduced |
| Bokf, NA | 1,885 | $60.4K | 0.00% | +481+34.3% | Added |
| IFP Advisors, Inc | 1,939 | $62.1K | 0.00% | −500−20.5% | Reduced |
| Venturi Wealth Management, LLC | 2,000 | $64.1K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,002 | $64.1K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2,114 | $67.7K | 0.01% | −17−0.8% | Reduced |
| Tacita Capital Inc | 2,111 | $67.8K | 0.05% | +495+30.6% | Added |
| Basso Capital Management, L.P. | 2,200 | $70.5K | 0.07% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,353 | $75.4K | 0.01% | +154+7.0% | Added |
| Bartlett & Co. Wealth Management LLC | 2,400 | $76.5K | 0.00% | −300−11.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,403 | $77.0K | 0.00% | −8,467−77.9% | Reduced |
| Bartlett & Co. LLC | 2,400 | $77.0K | 0.00% | −300−11.1% | Reduced |
| Blume Capital Management, Inc. | 2,415 | $77.4K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 2,475 | $79.3K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,550 | $81.7K | 0.04% | +2,550 | New |
| Voisard Asset Management Group, Inc. | 2,579 | $82.6K | 0.05% | +2,579 | New |
| Jones Financial Companies LLLP | 2,596 | $83.2K | 0.00% | −21−0.8% | Reduced |
| Whittier Trust Co | 2,661 | $85.3K | 0.00% | +1,831+220.6% | Added |
| Cullen/Frost Bankers, Inc. | 2,889 | $92.6K | 0.00% | +94+3.4% | Added |
| Lindbrook Capital, LLC | 3,188 | $102.1K | 0.01% | +250+8.5% | Added |
| CWM, LLC | 3,273 | $105.0K | 0.00% | −88−2.6% | Reduced |
| Central Trust Co | 3,361 | $107.7K | 0.00% | +95+2.9% | Added |
| Montag A & Associates Inc | 3,400 | $108.9K | 0.01% | +3,400 | New |
| Rhumbline Advisers | 3,428 | $109.8K | 0.00% | −64−1.8% | Reduced |
| Parallel Advisors, LLC | 3,428 | $109.8K | 0.00% | +2+0.1% | Added |
| Qube Research & Technologies Ltd | 3,558 | $114.0K | 0.00% | +3,558 | New |
| Quadrant Capital Group LLC | 3,646 | $116.8K | 0.01% | −258−6.6% | Reduced |
| Winthrop Capital Management, LLC | 3,963 | $127.0K | 0.04% | +3,963 | New |
| Spirit of America Management Corp | 4,000 | $128.2K | 0.03% | +4,000 | New |
| Chilton Capital Management LLC | 4,110 | $131.7K | 0.01% | +4,000+3,636.4% | Added |
| First Horizon Advisors, Inc. | 4,730 | $151.6K | 0.01% | −627−11.7% | Reduced |
| Independence Bank of Kentucky | 4,735 | $151.7K | 0.05% | +1,685+55.2% | Added |
| Erste Asset Management GmbH | 4,800 | $153.6K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 4,905 | $157.9K | 0.02% | −7,746−61.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5,000 | $165.6K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5,257 | $168.4K | 0.02% | +769+17.1% | Added |
| Steward Partners Investment Advisory, LLC | 5,634 | $180.5K | 0.00% | −185−3.2% | Reduced |
| Icon Wealth Advisors, LLC | 6,104 | $195.6K | 0.02% | +6,104 | New |
| Banque Cantonale Vaudoise | 6,210 | $199.0K | 0.01% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 6,250 | $200.3K | 0.02% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 4,804 | $203.9K | 0.10% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 6,388 | $204.7K | 0.01% | +6,388 | New |
| Avantax Advisory Services, Inc. | 6,389 | $204.7K | 0.00% | +6,389 | New |
| Fractal Investments LLC | 6,400 | $205.1K | 0.04% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 6,413 | $205.5K | 0.02% | +7+0.1% | Added |
| Fifth Third Bancorp | 6,432 | $206.1K | 0.00% | −525−7.5% | Reduced |
| Inscription Capital, LLC | 6,482 | $207.7K | 0.06% | −1,760−21.4% | Reduced |
| Baker Ellis Asset Management LLC | 6,500 | $208.3K | 0.03% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 6,503 | $209.4K | 0.00% | −1,228−15.9% | Reduced |
| Drive Wealth Management, LLC | 6,535 | $209.4K | 0.07% | +65+1.0% | Added |
| Belmont Capital, LLC | 6,592 | $211.2K | 0.09% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 6,625 | $212.3K | 0.04% | −233−3.4% | Reduced |
| National Asset Management, Inc. | 6,715 | $215.1K | 0.01% | −2,693−28.6% | Reduced |
| Spire Wealth Management | 6,964 | $219.3K | 0.01% | +159+2.3% | Added |
| Atomi Financial Group, Inc. | 6,915 | $221.6K | 0.03% | +6,915 | New |
| Cynosure Management, LLC | 7,161 | $229.5K | 0.04% | +210+3.0% | Added |
| Checchi Capital Advisers, LLC | 7,218 | $231.3K | 0.02% | −748−9.4% | Reduced |
| Venture Visionary Partners LLC | 7,231 | $231.7K | 0.01% | +316+4.6% | Added |
| Centiva Capital, LP | 7,253 | $232.4K | 0.01% | +7,253 | New |
| Pinnacle Wealth Planning Services, Inc. | 7,300 | $233.9K | 0.04% | +540+8.0% | Added |
| Northern Financial Advisors Inc | 7,308 | $234.1K | 0.20% | −121−1.6% | Reduced |
| JFS Wealth Advisors, LLC | 7,365 | $236.0K | 0.02% | +56+0.8% | Added |
| Congress Wealth Management LLC | 7,377 | $236.4K | 0.00% | −188−2.5% | Reduced |
| Sapient Capital LLC | 7,390 | $236.8K | 0.01% | +7,390 | New |
| Ruggaard & Associates LLC | 7,430 | $238.1K | 0.13% | +120+1.6% | Added |
| Atria Wealth Solutions, Inc. | 7,460 | $239.0K | 0.00% | −471−5.9% | Reduced |
| Fisher Asset Management, LLC | 7,479 | $239.7K | 0.00% | +2,076+38.4% | Added |
| Scientech Research LLC | 7,497 | $240.2K | 0.24% | +7,497 | New |
| Washington Trust Advisors, Inc. | 7,505 | $240.5K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 7,595 | $243.3K | 0.01% | +7,595 | New |
| First Bank & Trust | 7,605 | $243.7K | 0.06% | +1,368+21.9% | Added |
| Old National Bancorp | 7,608 | $243.8K | 0.01% | −618−7.5% | Reduced |
| Sawyer & Company, Inc | 7,632 | $245.0K | 0.11% | −1,750−18.7% | Reduced |
| Lincoln National Corp | 7,820 | $250.6K | 0.00% | +7,820 | New |
| Bluefin Capital Management, LLC | 8,100 | $258.3K | 0.02% | −3,400−29.6% | Reduced |
| Fox Hill Wealth Management | 8,090 | $259.2K | 0.20% | +8,090 | New |
| Alan B. Lancz & Associates, Inc. | 8,200 | $262.7K | 0.28% | 00.0% | Unchanged |
| Cetera Advisors LLC | 8,213 | $263.1K | 0.00% | +748+10.0% | Added |
| Insigneo Advisory Services, LLC | 8,215 | $263.2K | 0.04% | +24+0.3% | Added |
| Greenleaf Trust | 8,312 | $266.3K | 0.00% | +32+0.4% | Added |
| Baker Tilly Wealth Management, LLC | 8,355 | $267.7K | 0.04% | −261−3.0% | Reduced |
| Waratah Capital Advisors Ltd. | 8,370 | $268.1K | 0.02% | +8,370 | New |
| GFG Capital, LLC | 8,498 | $272.3K | 0.07% | 00.0% | Unchanged |
| Annandale Capital, LLC | 8,525 | $273.0K | 0.06% | −1,125−11.7% | Reduced |
| Leonteq Securities AG | 8,600 | $275.5K | 0.04% | +835+10.8% | Added |
| Great Lakes Advisors, LLC | 8,647 | $277.1K | 0.00% | −1,098−11.3% | Reduced |
| AE Wealth Management LLC | 8,503 | $278.4K | 0.00% | −423−4.7% | Reduced |
| Hara Capital LLC | 8,755 | $280.5K | 0.20% | +8,755 | New |
| Great Valley Advisor Group, Inc. | 8,780 | $281.4K | 0.01% | +454+5.5% | Added |
| Valeo Financial Advisors, LLC | 8,967 | $287.3K | 0.01% | −391−4.2% | Reduced |