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, Q1 2024
Institutional positions in Suncor Energy Inc as of Mar 31, 2024. 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
- 597
- +10 vs. Q4 2023
- Shares held
- 871.8M
- +66.4M (+8.2%) vs. Q4 2023
- Total value
- $32.4B
- +$6.42B (+24.7%) vs. Q4 2023
- New holders
- 67
- 205 more added
- Sold out
- 57
- 220 more reduced
6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Suncor Energy Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Princeton Global Asset Management LLC | 5 | $171 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 6 | $221 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 16 | $597 | 0.00% | +16 | New |
| Larson Financial Group LLC | 20 | $738 | 0.00% | −63−75.9% | Reduced |
| Group One Trading, L.P. | 22 | $812 | 0.00% | −21,576−99.9% | Reduced |
| Central Pacific Bank - Trust Division | 22 | $821 | 0.00% | +22 | New |
| Avion Wealth | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 26 | $1.00K | 0.00% | +26 | New |
| Broadwater Capital Management LLC | 30 | $1.11K | 0.00% | +30 | New |
| McIlrath & Eck, LLC | 31 | $1.14K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 32 | $1.18K | 0.00% | −2−5.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 35 | $1.29K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 38 | $1.41K | 0.00% | +1+2.7% | Added |
| Raffa Wealth Management, LLC | 39 | $1.44K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 39 | $1.44K | 0.00% | −598−93.9% | Reduced |
| Palisade Asset Management, LLC | 46 | $1.70K | 0.00% | +46 | New |
| DHJJ Financial Advisors, Ltd. | 50 | $1.85K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 52 | $1.92K | 0.00% | −47−47.5% | Reduced |
| VisionPoint Advisory Group, LLC | 53 | $1.96K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $2.18K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 64 | $2.36K | 0.00% | +64 | New |
| Solstein Capital, LLC | 70 | $2.58K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 73 | $2.79K | 0.00% | +50+217.4% | Added |
| True Wealth Design, LLC | 78 | $2.88K | 0.00% | +36+85.7% | Added |
| Penserra Capital Management LLC | 105 | $3.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 85 | $3.14K | 0.00% | +85 | New |
| MeadowBrook Investment Advisors LLC | 86 | $3.17K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 86 | $3.17K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 88 | $3.25K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 97 | $3.58K | 0.00% | +31+47.0% | Added |
| Legend Financial Advisors, Inc. | 100 | $3.69K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $3.69K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 82 | $4.00K | 0.00% | +82 | New |
| Cape Investment Advisory, Inc. | 126 | $4.65K | 0.00% | −1,572−92.6% | Reduced |
| Colonial Trust Co | 131 | $4.78K | 0.00% | +26+24.8% | Added |
| Semmax Financial Advisors Inc. | 121 | $4.80K | 0.00% | +121 | New |
| Quent Capital, LLC | 140 | $5.17K | 0.00% | +50+55.6% | Added |
| Parkside Financial Bank & Trust | 144 | $5.32K | 0.00% | +109+311.4% | Added |
| GAMMA Investing LLC | 149 | $5.50K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 150 | $5.54K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 151 | $5.57K | 0.00% | +151 | New |
| REAP Financial Group, LLC | 164 | $6.06K | 0.00% | −561−77.4% | Reduced |
| Frazier Financial Advisors, LLC | 169 | $6.24K | 0.01% | −22−11.5% | Reduced |
| Aspire Private Capital, LLC | 172 | $6.35K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 184 | $6.79K | 0.00% | −51−21.7% | Reduced |
| West Oak Capital, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 198 | $7.31K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 200 | $7.38K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $7.38K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 200 | $7.38K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 200 | $7.38K | 0.00% | +200 | New |
| Toth Financial Advisory Corp | 201 | $7.42K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 204 | $7.53K | 0.00% | +2+1.0% | Added |
| Beacon Capital Management, LLC | 228 | $8.41K | 0.00% | +128+128.0% | Added |
| Signature Resources Capital Management, LLC | 280 | $8.97K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 257 | $9.49K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 259 | $9.57K | 0.00% | +2+0.8% | Added |
| Tradewinds Capital Management, LLC | 268 | $9.89K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 269 | $9.93K | 0.00% | +269 | New |
| Johnson Financial Group, Inc. | 278 | $10.3K | 0.00% | −491−63.8% | Reduced |
| Anchor Investment Management, LLC | 280 | $10.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 294 | $10.9K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 300 | $11.1K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 300 | $11.1K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 312 | $11.5K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 324 | $12.0K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 309 | $12.4K | 0.00% | +309 | New |
| Bank of New Hampshire | 350 | $12.9K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 388 | $14.3K | 0.00% | +388 | New |
| Sofos Investments, Inc. | 391 | $14.4K | 0.00% | +279+249.1% | Added |
| Richardson Financial Services Inc. | 396 | $14.6K | 0.01% | −375−48.6% | Reduced |
| Salem Investment Counselors Inc | 415 | $15.3K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 443 | $16.4K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 500 | $18.0K | 0.00% | −168−25.1% | Reduced |
| Game Plan Financial Advisors, LLC | 500 | $18.5K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 523 | $19.3K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 524 | $19.3K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 532 | $19.6K | 0.01% | +5+0.9% | Added |
| Covestor Ltd | 534 | $20.0K | 0.01% | +534 | New |
| Institutional & Family Asset Management, LLC | 572 | $21.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 567 | $22.5K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 622 | $23.0K | 0.01% | −1,957−75.9% | Reduced |
| MUFG Securities (Canada), Ltd. | 670 | $24.7K | 0.00% | +670 | New |
| Cambridge Trust Co | 675 | $24.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 700 | $25.8K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 763 | $28.0K | 0.00% | −462−37.7% | Reduced |
| HM Payson & Co | 785 | $29.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 835 | $30.8K | 0.01% | +763+1,059.7% | Added |
| TCTC Holdings, LLC | 850 | $31.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 879 | $32.4K | 0.00% | −1,060−54.7% | Reduced |
| Peoples Financial Services Corp. | 913 | $33.7K | 0.01% | −300−24.7% | Reduced |
| Rosenberg Matthew Hamilton | 931 | $34.7K | 0.01% | −226−19.5% | Reduced |
| AdvisorNet Financial, Inc | 945 | $34.9K | 0.00% | −776−45.1% | Reduced |
| Delta Asset Management LLC | 981 | $36.2K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,000 | $36.9K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,088 | $40.0K | 0.00% | +50+4.8% | Added |
| Proequities, Inc. | 1,094 | $40.4K | 0.00% | −134−10.9% | Reduced |
| First Manhattan Co | 1,118 | $41.4K | 0.00% | +168+17.7% | Added |
| Private Trust Co NA | 1,135 | $41.9K | 0.00% | −120−9.6% | Reduced |