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Sunoco LP

SUN
Exchange
NYSE
Industry
Petroleum Refining
SEC CIK
0001552275

No open-market purchases or sales by Sunoco LP insiders were filed in the last 90 days; 304 institutions reported holding it in 13F filings for Q2 2026, worth $4.51B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Sunoco LP as of Mar 31, 2021. 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
134
No complete 13F data for Q4 2020
Shares held
21.1M
No complete 13F data for Q4 2020
Total value
$672.2M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting SUN 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.

Institutional holdersQ1 2021: 134 institutions
Q1 2021: 134 institutionsQ2 2021: 148 institutionsQ3 2021: 146 institutionsQ4 2021: 161 institutionsQ1 2022: 170 institutionsQ2 2022: 168 institutionsQ3 2022: 169 institutionsQ4 2022: 179 institutionsQ1 2023: 182 institutionsQ2 2023: 189 institutionsQ3 2023: 188 institutionsQ4 2023: 211 institutionsQ1 2024: 211 institutionsQ2 2024: 275 institutionsQ3 2024: 276 institutionsQ4 2024: 270 institutionsQ1 2025: 293 institutionsQ2 2025: 282 institutionsQ3 2025: 274 institutionsQ4 2025: 276 institutionsQ1 2026: 297 institutionsQ2 2026: 304 institutions
Value heldQ1 2021: $672.2M
Q1 2021: $672.2MQ2 2021: $714.8MQ3 2021: $673.1MQ4 2021: $714.3MQ1 2022: $714.4MQ2 2022: $635.0MQ3 2022: $641.0MQ4 2022: $757.6MQ1 2023: $793.1MQ2 2023: $781.1MQ3 2023: $950.1MQ4 2023: $1.47BQ1 2024: $1.27BQ2 2024: $3.31BQ3 2024: $3.13BQ4 2024: $3.12BQ1 2025: $3.57BQ2 2025: $3.41BQ3 2025: $3.22BQ4 2025: $3.48BQ1 2026: $4.39BQ2 2026: $4.51B
Institutions holding SUN and their total value by quarter
QuarterHoldersValue
Q2 2026304$4.51B
Q1 2026297$4.39B
Q4 2025276$3.48B
Q3 2025274$3.22B
Q2 2025282$3.41B
Q1 2025293$3.57B
Q4 2024270$3.12B
Q3 2024276$3.13B
Q2 2024275$3.31B
Q1 2024211$1.27B
Q4 2023211$1.47B
Q3 2023188$950.1M
Q2 2023189$781.1M
Q1 2023182$793.1M
Q4 2022179$757.6M
Q3 2022169$641.0M
Q2 2022168$635.0M
Q1 2022170$714.4M
Q4 2021161$714.3M
Q3 2021146$673.1M
Q2 2021148$714.8M
Q1 2021134$672.2M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Sunoco LP.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SUN in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Invesco Ltd.9,717,238$309.4M0.08%––
Goldman Sachs Group Inc3,164,638$100.8M0.03%––
Morgan Stanley1,402,232$44.6M0.01%––
Clearbridge Investments, LLC750,704$23.9M0.02%––
Natixis689,500$22.0M0.07%––
Bowen Hanes & Co Inc590,000$18.8M0.60%––
Walnut Private Equity Partners, LLC390,000$12.4M7.93%––
Bank of Montreal333,000$11.0M0.01%––
Bridgecreek Investment Management, LLC308,400$9.82M1.52%––
Adams Asset Advisors, LLC300,223$9.56M2.06%––
Raymond James Financial Services Advisors, Inc.256,255$8.16M0.02%––
UBS Group AG201,779$6.42M0.00%––
Deutsche Bank AG147,182$4.69M0.00%––
First Trust Advisors LP142,365$4.53M0.01%––
Advisors Capital Management, LLC137,052$4.36M0.15%––
Bank of America Corp136,199$4.34M0.00%––
Raymond James & Associates135,846$4.33M0.00%––
Gabelli Funds LLC115,000$3.66M0.02%––
Federated Hermes, Inc.110,255$3.51M0.01%––
Spirit of America Management Corp109,674$3.49M0.83%––
California Public Employees Retirement System108,546$3.46M0.00%––
State of New Jersey Common Pension Fund D108,300$3.45M0.01%––
Recurrent Investment Advisors LLC93,401$2.97M1.88%––
FMR LLC88,601$2.82M0.00%––
Wells Fargo & Company82,492$2.63M0.00%––
International Assets Investment Management, LLC83,516$2.53M0.24%––
ING Groep NV77,000$2.45M0.05%––
Barnett & Company, Inc.72,850$2.32M1.24%––
Sumitomo Mitsui Trust Holdings, Inc.70,000$2.23M0.00%––
Advisor Group Holdings, Inc.60,067$1.91M0.00%––
Cushing Asset Management, LP60,000$1.91M0.21%––
Waldron Private Wealth LLC50,000$1.59M0.11%––
Vident Investment Advisory, LLC43,622$1.39M0.05%––
Tortoise Index Solutions, LLC43,622$1.39M0.33%––
Neuberger Berman Group LLC40,000$1.27M0.00%––
LPL Financial LLC33,987$1.08M0.00%––
Bramshill Investments, LLC33,945$1.08M0.07%––
Private Advisor Group, LLC33,136$1.05M0.01%––
Susquehanna Fundamental Investments, LLC32,940$1.05M0.02%––
Sigma Planning Corp32,547$1.04M0.03%––
XML Financial, LLC30,548$973.0K0.24%––
American Financial Group Inc30,000$956.0K0.16%––
Citigroup Inc28,617$911.0K0.00%––
National Asset Management, Inc.28,032$893.0K0.03%––
Citadel Advisors LLC25,755$820.0K0.00%––
Royal Bank of Canada25,114$799.0K0.00%––
Lee Financial Co21,650$689.0K0.16%––
Green Harvest Asset Management LLC20,310$659.0K0.16%––
Dividend Assets Capital, LLC18,209$580.0K0.11%––
SG Americas Securities, LLC17,226$548.0K0.00%––
Creative Planning17,038$542.0K0.00%––
Mirae Asset Global Investments Co., Ltd.15,676$499.0K0.00%––
First Republic Investment Management, Inc.15,536$495.0K0.00%––
McDonald Partners LLC15,000$478.0K0.12%––
Kayne Anderson Capital Advisors LP14,900$474.0K0.02%––
Stifel Financial Corp14,588$464.0K0.00%––
Quad-Cities Investment Group, LLC14,580$464.0K0.35%––
Ameriprise Financial Inc14,381$458.0K0.00%––
HighTower Advisors, LLC14,290$458.0K0.00%––
Barclays PLC13,554$432.0K0.00%––
PSI Advisors, LLC13,362$425.0K0.25%––
Strategic Wealth Advisors Group, LLC12,640$402.0K0.02%––
Duff & Phelps Investment Management Co12,500$398.0K0.01%––
JPMorgan Chase & Co12,232$389.0K0.00%––
Hudson Valley Investment Advisors Inc12,000$382.0K0.07%––
Janney Montgomery Scott LLC11,789$375.0K0.00%––
Guggenheim Capital LLC11,375$362.0K0.00%––
Independent Advisor Alliance11,092$353.0K0.02%––
Texas Yale Capital Corp.10,650$339.0K0.02%––
Credit Suisse AG10,614$338.0K0.00%––
Boston Private Wealth LLC10,592$337.0K0.00%––
Kore Private Wealth LLC10,521$335.0K0.05%––
Baldwin Brothers Inc10,500$334.0K0.04%––
Anchor Investment Management, LLC10,163$323.6K0.05%––
Perigon Wealth Management, LLC10,000$318.0K0.03%––
CWM Advisors, LLC9,536$304.0K0.05%––
Avantax Planning Partners, Inc.9,200$293.0K0.02%––
Commonwealth Equity Services, LLC9,173$292.0K0.00%––
Resources Investment Advisors, LLC.8,109$258.0K0.01%––
Apollon Wealth Management, LLC7,970$254.0K0.05%––
Patriot Financial Group Insurance Agency, LLC7,834$249.0K0.06%––
Lido Advisors, LLC7,690$245.0K0.01%––
Cambridge Investment Research Advisors, Inc.7,674$244.0K0.00%––
ELCO Management Co., LLC7,130$227.0K0.21%––
Security National Bank of Sioux City Iowa7,000$223.0K0.18%––
Meristem Family Wealth, LLC6,988$222.0K0.04%––
Allianz Asset Management GmbH6,883$219.0K0.00%––
Benjamin F. Edwards & Company, Inc.6,695$213.0K0.01%––
Tradition Wealth Management, LLC5,231$167.0K0.03%––
Federation des caisses Desjardins du Quebec4,700$149.6K0.00%––
American Portfolios Advisors4,300$136.9K0.01%––
Geneos Wealth Management Inc.3,768$132.0K0.00%––
Spire Wealth Management4,050$131.0K0.00%––
Tower Research Capital LLC (TRC)3,906$124.0K0.00%––
Proffitt & Goodson Inc1,699$54.0K0.01%––
Tortoise Capital Advisors, L.L.C.1,390$44.0K0.00%––
CNB Bank1,350$43.0K0.03%––
Acadian Asset Management LLC1,167$37.0K0.00%––
Russell Investments Group, Ltd.–$37.0K0.00%––
Quadrant Capital Group LLC1,117$36.0K0.01%––