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, Q2 2021
Institutional positions in Sunoco LP as of Jun 30, 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
- 148
- +14 vs. Q1 2021
- Shares held
- 19.0M
- −2.15M (−10.2%) vs. Q1 2021
- Total value
- $714.8M
- +$42.6M (+6.3%) vs. Q1 2021
- New holders
- 28
- 45 more added
- Sold out
- 14
- 34 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 304 | $4.51B |
| Q1 2026 | 297 | $4.39B |
| Q4 2025 | 276 | $3.48B |
| Q3 2025 | 274 | $3.22B |
| Q2 2025 | 282 | $3.41B |
| Q1 2025 | 293 | $3.57B |
| Q4 2024 | 270 | $3.12B |
| Q3 2024 | 276 | $3.13B |
| Q2 2024 | 275 | $3.31B |
| Q1 2024 | 211 | $1.27B |
| Q4 2023 | 211 | $1.47B |
| Q3 2023 | 188 | $950.1M |
| Q2 2023 | 189 | $781.1M |
| Q1 2023 | 182 | $793.1M |
| Q4 2022 | 179 | $757.6M |
| Q3 2022 | 169 | $641.0M |
| Q2 2022 | 168 | $635.0M |
| Q1 2022 | 170 | $714.4M |
| Q4 2021 | 161 | $714.3M |
| Q3 2021 | 146 | $673.1M |
| Q2 2021 | 148 | $714.8M |
| Q1 2021 | 134 | $672.2M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Invesco Ltd. | 9,453,044 | $356.4M | 0.09% | −264,194−2.7% | Reduced |
| Goldman Sachs Group Inc | 2,065,134 | $77.9M | 0.02% | −1,099,504−34.7% | Reduced |
| Morgan Stanley | 975,141 | $36.8M | 0.00% | −427,091−30.5% | Reduced |
| Clearbridge Investments, LLC | 728,234 | $27.5M | 0.02% | −22,470−3.0% | Reduced |
| Bowen Hanes & Co Inc | 590,000 | $22.2M | 0.68% | 00.0% | Unchanged |
| Walnut Private Equity Partners, LLC | 390,000 | $14.7M | 7.68% | 00.0% | Unchanged |
| Bank of Montreal | 323,303 | $12.1M | 0.01% | −9,697−2.9% | Reduced |
| Adams Asset Advisors, LLC | 300,223 | $11.3M | 2.22% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 268,750 | $10.1M | 1.47% | −39,650−12.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 256,981 | $9.69M | 0.02% | +726+0.3% | Added |
| Allianz Asset Management GmbH | 225,883 | $8.52M | 0.01% | +219,000+3,181.8% | Added |
| UBS Group AG | 200,668 | $7.57M | 0.00% | −1,111−0.6% | Reduced |
| FMR LLC | 164,301 | $6.19M | 0.00% | +75,700+85.4% | Added |
| Deutsche Bank AG | 153,107 | $5.77M | 0.00% | +5,925+4.0% | Added |
| First Trust Advisors LP | 139,876 | $5.27M | 0.01% | −2,489−1.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 138,157 | $5.21M | 0.01% | +138,157 | New |
| Advisors Capital Management, LLC | 135,146 | $5.09M | 0.16% | −1,906−1.4% | Reduced |
| Bank of America Corp | 117,899 | $4.45M | 0.00% | −18,300−13.4% | Reduced |
| State of New Jersey Common Pension Fund D | 108,300 | $4.08M | 0.01% | 00.0% | Unchanged |
| Gabelli Funds LLC | 105,000 | $3.96M | 0.03% | −10,000−8.7% | Reduced |
| Spirit of America Management Corp | 104,474 | $3.94M | 0.84% | −5,200−4.7% | Reduced |
| Federated Hermes, Inc. | 103,725 | $3.91M | 0.01% | −6,530−5.9% | Reduced |
| Wells Fargo & Company | 90,324 | $3.40M | 0.00% | +7,832+9.5% | Added |
| Raymond James & Associates | 88,219 | $3.33M | 0.00% | −47,627−35.1% | Reduced |
| Barnett & Company, Inc. | 80,450 | $3.03M | 2.00% | +7,600+10.4% | Added |
| Advisor Group Holdings, Inc. | 70,170 | $2.65M | 0.01% | +10,103+16.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 70,000 | $2.64M | 0.00% | 00.0% | Unchanged |
| Recurrent Investment Advisors LLC | 66,820 | $2.52M | 1.27% | −26,581−28.5% | Reduced |
| ELCO Management Co., LLC | 64,500 | $2.43M | 1.81% | +57,370+804.6% | Added |
| Cushing Asset Management, LP | 60,000 | $2.26M | 0.22% | 00.0% | Unchanged |
| Citadel Advisors LLC | 59,761 | $2.25M | 0.00% | +34,006+132.0% | Added |
| Waldron Private Wealth LLC | 50,000 | $1.89M | 0.12% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 47,846 | $1.80M | 0.05% | +4,224+9.7% | Added |
| Tortoise Index Solutions, LLC | 47,846 | $1.80M | 0.38% | +4,224+9.7% | Added |
| LPL Financial LLC | 43,991 | $1.66M | 0.00% | +10,004+29.4% | Added |
| Sigma Planning Corp | 43,110 | $1.63M | 0.05% | +10,563+32.5% | Added |
| International Assets Investment Management, LLC | 39,806 | $1.50M | 0.28% | −43,710−52.3% | Reduced |
| Jump Financial, LLC | 39,408 | $1.49M | 0.14% | +39,408 | New |
| Bramshill Investments, LLC | 37,783 | $1.42M | 0.11% | +3,838+11.3% | Added |
| Private Advisor Group, LLC | 33,694 | $1.27M | 0.01% | +558+1.7% | Added |
| Gsa Capital Partners LLP | 33,363 | $1.26M | 0.14% | +33,363 | New |
| XML Financial, LLC | 30,730 | $1.16M | 0.26% | +182+0.6% | Added |
| Royal Bank of Canada | 29,366 | $1.11M | 0.00% | +4,252+16.9% | Added |
| National Asset Management, Inc. | 28,230 | $1.06M | 0.03% | +198+0.7% | Added |
| Credit Suisse AG | 26,442 | $981.0K | 0.00% | +15,828+149.1% | Added |
| Park Circle Co | 24,750 | $933.0K | 0.74% | +24,750 | New |
| First Republic Investment Management, Inc. | 24,689 | $931.0K | 0.00% | +9,153+58.9% | Added |
| Lee Financial Co | 21,650 | $816.0K | 0.17% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 20,725 | $781.0K | 0.00% | +3,499+20.3% | Added |
| Green Harvest Asset Management LLC | 20,310 | $766.0K | 0.14% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 20,029 | $756.0K | 0.00% | +5,739+40.2% | Added |
| Neuberger Berman Group LLC | 20,000 | $754.0K | 0.00% | −20,000−50.0% | Reduced |
| Dividend Assets Capital, LLC | 18,345 | $692.0K | 0.14% | +136+0.7% | Added |
| ING Groep NV | 17,000 | $641.0K | 0.01% | −60,000−77.9% | Reduced |
| Jane Street Group, LLC | 16,293 | $615.0K | 0.00% | +16,293 | New |
| Ameriprise Financial Inc | 16,103 | $607.0K | 0.00% | +1,722+12.0% | Added |
| Stifel Financial Corp | 15,853 | $598.0K | 0.00% | +1,265+8.7% | Added |
| Quad-Cities Investment Group, LLC | 15,813 | $596.0K | 0.40% | +1,233+8.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 15,505 | $585.0K | 0.00% | −171−1.1% | Reduced |
| American Financial Group Inc | 15,000 | $566.0K | 0.14% | −15,000−50.0% | Reduced |
| McDonald Partners LLC | 15,000 | $566.0K | 0.13% | 00.0% | Unchanged |
| Kayne Anderson Capital Advisors LP | 14,900 | $562.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 13,260 | $499.0K | 0.00% | +4,087+44.6% | Added |
| PSI Advisors, LLC | 13,018 | $490.0K | 0.26% | −344−2.6% | Reduced |
| Boston Private Wealth LLC | 12,743 | $481.0K | 0.01% | +2,151+20.3% | Added |
| Janney Montgomery Scott LLC | 12,743 | $480.0K | 0.00% | +954+8.1% | Added |
| Strategic Wealth Advisors Group, LLC | 12,451 | $469.0K | 0.02% | −189−1.5% | Reduced |
| Barclays PLC | 12,336 | $465.0K | 0.00% | −1,218−9.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 12,000 | $452.0K | 0.08% | 00.0% | Unchanged |
| Creative Planning | 11,900 | $449.0K | 0.00% | −5,138−30.2% | Reduced |
| Independent Advisor Alliance | 11,154 | $420.0K | 0.02% | +62+0.6% | Added |
| Jefferies Group LLC | 11,000 | $414.7K | 0.01% | +11,000 | New |
| Texas Yale Capital Corp. | 10,650 | $402.0K | 0.02% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 10,521 | $397.0K | 0.04% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 10,500 | $396.0K | 0.04% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 10,232 | $386.0K | 0.00% | −2,000−16.4% | Reduced |
| Anchor Investment Management, LLC | 10,163 | $383.1K | 0.05% | 00.0% | Unchanged |
| CWM Advisors, LLC | 9,834 | $371.0K | 0.05% | +298+3.1% | Added |
| PEAK6 Investments LLC | 9,564 | $361.0K | 0.01% | +9,524+23,810.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,964 | $338.0K | 0.00% | +1,290+16.8% | Added |
| Acadian Asset Management LLC | 8,820 | $333.0K | 0.00% | +7,653+655.8% | Added |
| Russell Investments Group, Ltd. | – | $327.0K | 0.00% | – | – |
| Wolverine Trading, LLC | 8,559 | $318.0K | 0.01% | +8,559 | New |
| Financial Advocates Investment Management | 9,273 | $318.0K | 0.02% | +9,273 | New |
| Citigroup Inc | 8,400 | $317.0K | 0.00% | −20,217−70.6% | Reduced |
| Arrow Investment Advisors, LLC | 8,298 | $313.0K | 0.19% | +8,298 | New |
| Resources Investment Advisors, LLC. | 8,111 | $306.0K | 0.01% | +20.0% | Added |
| Guggenheim Capital LLC | 8,101 | $305.0K | 0.00% | −3,274−28.8% | Reduced |
| Apollon Wealth Management, LLC | 7,970 | $300.0K | 0.05% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 7,930 | $299.0K | 0.05% | +96+1.2% | Added |
| Lido Advisors, LLC | 7,690 | $290.0K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 7,335 | $277.0K | 0.02% | +7,335 | New |
| Security National Bank of So Dak | 7,000 | $264.0K | 0.20% | +7,000 | New |
| Meristem Family Wealth, LLC | 6,988 | $263.0K | 0.04% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 6,717 | $253.0K | 0.02% | +6,717 | New |
| Benjamin F. Edwards & Company, Inc. | 6,695 | $252.0K | 0.01% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 6,200 | $234.0K | 0.07% | +6,200 | New |
| Americana Partners, LLC | 6,201 | $233.0K | 0.12% | +6,201 | New |
| Stratos Wealth Partners, LTD. | 5,909 | $223.0K | 0.01% | +5,909 | New |
| Tradition Wealth Management, LLC | 5,793 | $218.0K | 0.03% | +562+10.7% | Added |