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 2025
Institutional positions in Suncor Energy Inc as of Mar 31, 2025. 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
- 660
- +12 vs. Q4 2024
- Shares held
- 844.8M
- +17.5M (+2.1%) vs. Q4 2024
- Total value
- $32.8B
- +$3.17B (+10.7%) vs. Q4 2024
- New holders
- 87
- 206 more added
- Sold out
- 75
- 252 more reduced
8 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding Suncor Energy Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 24 | $0 | 0.00% | +24 | New |
| Vision Financial Markets LLC | 1 | $39 | 0.00% | +1 | New |
| High Note Wealth, LLC | 5 | $194 | 0.00% | +5 | New |
| Pension & Wealth Management Advisors, Inc. | 6 | $232 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 6 | $239 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $271 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 7 | $271 | 0.00% | +7 | New |
| Perkins Coie Trust Co | 9 | $348 | 0.00% | +9 | New |
| Kimelman & Baird, LLC | 9 | $349 | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 16 | $620 | 0.00% | −14−46.7% | Reduced |
| Bullock Wealth Management Group | 16 | $625 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 22 | $852 | 0.00% | +22 | New |
| McIlrath & Eck, LLC | 31 | $1.20K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 41 | $1.46K | 0.00% | +41 | New |
| Raffa Wealth Management, LLC | 39 | $1.51K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 39 | $1.51K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 39 | $1.53K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 48 | $1.86K | 0.00% | +48 | New |
| DHJJ Financial Advisors, Ltd. | 50 | $1.94K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 50 | $1.94K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 50 | $1.94K | 0.00% | +50 | New |
| American National Bank | 51 | $1.98K | 0.00% | +51 | New |
| CKW Financial Group | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $2.29K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 70 | $2.71K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 70 | $2.71K | 0.00% | +70 | New |
| Kestra Investment Management, LLC | 70 | $2.71K | 0.00% | +33+89.2% | Added |
| Cherry Tree Wealth Management, LLC | 72 | $2.79K | 0.00% | +72 | New |
| WPG Advisers, LLC | 75 | $2.90K | 0.00% | −75−50.0% | Reduced |
| Larson Financial Group LLC | 76 | $2.94K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 91 | $3.52K | 0.00% | +91 | New |
| Cape Investment Advisory, Inc. | 94 | $3.64K | 0.00% | −32−25.4% | Reduced |
| Addison Advisors LLC | 95 | $3.68K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 97 | $3.76K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 98 | $3.79K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $3.87K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 108 | $4.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 124 | $4.80K | 0.00% | −1−0.8% | Reduced |
| Cornerstone Planning Group LLC | 142 | $4.98K | 0.00% | +64+82.1% | Added |
| Mattson Financial Services, LLC | 144 | $5.58K | 0.00% | −1,187−89.2% | Reduced |
| Center for Financial Planning, Inc. | 150 | $5.81K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 155 | $6.00K | 0.00% | −87−36.0% | Reduced |
| UMA Financial Services, Inc. | 160 | $6.20K | 0.00% | +84+110.5% | Added |
| Sierra Ocean, LLC | 175 | $6.78K | 0.01% | +24+15.9% | Added |
| NewSquare Capital LLC | 182 | $7.05K | 0.00% | +139+323.3% | Added |
| Murphy & Mullick Capital Management Corp | 190 | $7.36K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 196 | $7.59K | 0.00% | +196 | New |
| West Oak Capital, LLC | 200 | $7.70K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $7.74K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 201 | $7.78K | 0.01% | −52−20.6% | Reduced |
| Toth Financial Advisory Corp | 201 | $7.78K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 212 | $8.19K | 0.00% | +2+1.0% | Added |
| Whipplewood Advisors, LLC | 207 | $8.71K | 0.01% | −375−64.4% | Reduced |
| BFSG, LLC | 247 | $9.56K | 0.00% | −141−36.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 248 | $9.60K | 0.00% | +163+191.8% | Added |
| Continuum Advisory, LLC | 253 | $9.80K | 0.00% | −262−50.9% | Reduced |
| Quent Capital, LLC | 255 | $9.87K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 257 | $9.95K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 268 | $10.4K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 280 | $10.8K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 280 | $10.8K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 287 | $11.1K | 0.00% | +3+1.1% | Added |
| Gables Capital Management Inc. | 300 | $11.6K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 312 | $12.1K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 341 | $13.2K | 0.00% | +336+6,720.0% | Added |
| Bank of New Hampshire | 350 | $13.6K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 350 | $13.6K | 0.00% | +350 | New |
| Capital Analysts, LLC | 369 | $14.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 358 | $14.0K | 0.00% | +358 | New |
| Ravenstone Capital Management Inc. | 363 | $14.1K | 0.01% | +363 | New |
| Richardson Financial Services Inc. | 376 | $14.6K | 0.01% | +6+1.6% | Added |
| Parkside Financial Bank & Trust | 380 | $14.7K | 0.00% | +257+208.9% | Added |
| Pinnacle Bancorp, Inc. | 386 | $14.9K | 0.00% | +92+31.3% | Added |
| SWAN Capital LLC | 400 | $15.5K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 400 | $15.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 410 | $15.9K | 0.00% | +210+105.0% | Added |
| Smartleaf Asset Management LLC | 415 | $15.9K | 0.00% | −207−33.3% | Reduced |
| Navigoe, LLC | 420 | $16.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 476 | $18.4K | 0.00% | +476 | New |
| Valley National Advisers Inc | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 500 | $19.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 514 | $19.9K | 0.00% | −165−24.3% | Reduced |
| Financial Perspectives, Inc | 524 | $20.3K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 530 | $20.5K | 0.00% | −13−2.4% | Reduced |
| NBC Securities, Inc. | 566 | $21.0K | 0.00% | +566 | New |
| PFS Partners, LLC | 552 | $21.4K | 0.01% | +5+0.9% | Added |
| Colonial Trust Co | 588 | $22.8K | 0.00% | −130−18.1% | Reduced |
| Capital A Wealth Management, LLC | 593 | $23.0K | 0.02% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 658 | $25.5K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 661 | $25.6K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 694 | $26.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 696 | $26.9K | 0.00% | +696 | New |
| Dixon Mitchell Investment Counsel Inc. | 730 | $28.3K | 0.00% | −4,145−85.0% | Reduced |
| Ridgewood Investments LLC | 750 | $29.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 785 | $30.4K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 789 | $31.0K | 0.00% | +465+143.5% | Added |
| Salem Investment Counselors Inc | 820 | $31.8K | 0.00% | +405+97.6% | Added |
| HHM Wealth Advisors, LLC | 848 | $32.8K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 850 | $32.9K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 850 | $32.9K | 0.00% | +175+25.9% | Added |