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 |
|---|---|---|---|---|---|
| CWM, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Rudius Management LP | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | – | $3.00K | 0.00% | – | New |
| Sound Income Strategies, LLC | 107 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 102 | $4.00K | 0.00% | +2+2.0% | Added |
| Accel Wealth Management | 135 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 180 | $6.00K | 0.00% | +4+2.3% | Added |
| Rockbridge Investment Management, LCC | 154 | $6.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 186 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 204 | $7.00K | 0.00% | +204 | New |
| Captrust Financial Advisors | 250 | $9.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 250 | $9.00K | 0.00% | +250 | New |
| Stonebridge Capital Advisors LLC | 300 | $11.0K | 0.00% | −750−71.4% | Reduced |
| Huntington National Bank | 331 | $13.0K | 0.00% | −700−67.9% | Reduced |
| Cutler Group LP | 366 | $13.0K | 0.00% | −156−29.9% | Reduced |
| NEXT Financial Group, Inc | 335 | $13.0K | 0.00% | +335 | New |
| Counterpoint Mutual Funds LLC | 358 | $13.0K | 0.01% | +358 | New |
| Professional Financial Advisors, LLC | 452 | $17.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 478 | $18.0K | 0.00% | +478 | New |
| US Bancorp | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 540 | $20.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 525 | $20.0K | 0.01% | +12+2.3% | Added |
| Sonora Investment Management, LLC | 629 | $24.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 750 | $27.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 929 | $35.0K | 0.00% | +8+0.9% | Added |
| First Horizon Corp | 1,000 | $37.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,000 | $38.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,070 | $40.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,090 | $41.0K | 0.00% | +1,090 | New |
| Tower Research Capital LLC (TRC) | 1,349 | $51.0K | 0.00% | −2,557−65.5% | Reduced |
| CNB Bank | 1,350 | $51.0K | 0.03% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,362 | $51.0K | 0.00% | +590+76.4% | Added |
| Proffitt & Goodson Inc | 1,380 | $52.0K | 0.01% | −319−18.8% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 1,390 | $52.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 3,100 | $117.0K | 0.00% | +3,100 | New |
| Arkadios Wealth Advisors | 3,159 | $119.0K | 0.01% | +2,899+1,115.0% | Added |
| Centaurus Financial, Inc. | 3,310 | $125.0K | 0.01% | +3,310 | New |
| Geneos Wealth Management Inc. | 3,943 | $150.0K | 0.01% | +175+4.6% | Added |
| Federation des caisses Desjardins du Quebec | 4,000 | $150.8K | 0.00% | −700−14.9% | Reduced |
| American Portfolios Advisors | 4,400 | $165.9K | 0.01% | +100+2.3% | Added |
| Brookstone Capital Management | 5,467 | $202.0K | 0.00% | +5,467 | New |
| Perigon Wealth Management, LLC | 5,500 | $207.0K | 0.02% | −4,500−45.0% | Reduced |
| Mutual Advisors, LLC | 5,560 | $210.0K | 0.01% | +5,560 | New |
| Wedbush Securities Inc | 5,652 | $213.0K | 0.01% | +5,652 | New |
| Jaffetilchin Investment Partners, LLC | 5,646 | $213.0K | 0.01% | +5,646 | New |
| Tradition Wealth Management, LLC | 5,793 | $218.0K | 0.03% | +562+10.7% | Added |
| Stratos Wealth Partners, LTD. | 5,909 | $223.0K | 0.01% | +5,909 | New |
| Americana Partners, LLC | 6,201 | $233.0K | 0.12% | +6,201 | New |
| Claraphi Advisory Network, LLC | 6,200 | $234.0K | 0.07% | +6,200 | New |
| Benjamin F. Edwards & Company, Inc. | 6,695 | $252.0K | 0.01% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 6,717 | $253.0K | 0.02% | +6,717 | New |
| Meristem Family Wealth, LLC | 6,988 | $263.0K | 0.04% | 00.0% | Unchanged |
| Security National Bank of So Dak | 7,000 | $264.0K | 0.20% | +7,000 | New |
| Kestra Private Wealth Services, LLC | 7,335 | $277.0K | 0.02% | +7,335 | New |
| Lido Advisors, LLC | 7,690 | $290.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 7,930 | $299.0K | 0.05% | +96+1.2% | Added |
| Apollon Wealth Management, LLC | 7,970 | $300.0K | 0.05% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 8,101 | $305.0K | 0.00% | −3,274−28.8% | Reduced |
| Resources Investment Advisors, LLC. | 8,111 | $306.0K | 0.01% | +20.0% | Added |
| Arrow Investment Advisors, LLC | 8,298 | $313.0K | 0.19% | +8,298 | New |
| Citigroup Inc | 8,400 | $317.0K | 0.00% | −20,217−70.6% | Reduced |
| 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 |
| Russell Investments Group, Ltd. | – | $327.0K | 0.00% | – | – |
| Acadian Asset Management LLC | 8,820 | $333.0K | 0.00% | +7,653+655.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,964 | $338.0K | 0.00% | +1,290+16.8% | Added |
| PEAK6 Investments LLC | 9,564 | $361.0K | 0.01% | +9,524+23,810.0% | Added |
| CWM Advisors, LLC | 9,834 | $371.0K | 0.05% | +298+3.1% | Added |
| Anchor Investment Management, LLC | 10,163 | $383.1K | 0.05% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 10,232 | $386.0K | 0.00% | −2,000−16.4% | Reduced |
| Baldwin Brothers Inc | 10,500 | $396.0K | 0.04% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 10,521 | $397.0K | 0.04% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 10,650 | $402.0K | 0.02% | 00.0% | Unchanged |
| Jefferies Group LLC | 11,000 | $414.7K | 0.01% | +11,000 | New |
| Independent Advisor Alliance | 11,154 | $420.0K | 0.02% | +62+0.6% | Added |
| Creative Planning | 11,900 | $449.0K | 0.00% | −5,138−30.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 12,000 | $452.0K | 0.08% | 00.0% | Unchanged |
| Barclays PLC | 12,336 | $465.0K | 0.00% | −1,218−9.0% | Reduced |
| Strategic Wealth Advisors Group, LLC | 12,451 | $469.0K | 0.02% | −189−1.5% | Reduced |
| Janney Montgomery Scott LLC | 12,743 | $480.0K | 0.00% | +954+8.1% | Added |
| Boston Private Wealth LLC | 12,743 | $481.0K | 0.01% | +2,151+20.3% | Added |
| PSI Advisors, LLC | 13,018 | $490.0K | 0.26% | −344−2.6% | Reduced |
| Commonwealth Equity Services, LLC | 13,260 | $499.0K | 0.00% | +4,087+44.6% | Added |
| Kayne Anderson Capital Advisors LP | 14,900 | $562.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Mirae Asset Global Investments Co., Ltd. | 15,505 | $585.0K | 0.00% | −171−1.1% | Reduced |
| Quad-Cities Investment Group, LLC | 15,813 | $596.0K | 0.40% | +1,233+8.5% | Added |
| Stifel Financial Corp | 15,853 | $598.0K | 0.00% | +1,265+8.7% | Added |
| Ameriprise Financial Inc | 16,103 | $607.0K | 0.00% | +1,722+12.0% | Added |
| Jane Street Group, LLC | 16,293 | $615.0K | 0.00% | +16,293 | New |
| ING Groep NV | 17,000 | $641.0K | 0.01% | −60,000−77.9% | Reduced |
| Dividend Assets Capital, LLC | 18,345 | $692.0K | 0.14% | +136+0.7% | Added |
| Neuberger Berman Group LLC | 20,000 | $754.0K | 0.00% | −20,000−50.0% | Reduced |
| HighTower Advisors, LLC | 20,029 | $756.0K | 0.00% | +5,739+40.2% | Added |
| Green Harvest Asset Management LLC | 20,310 | $766.0K | 0.14% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 20,725 | $781.0K | 0.00% | +3,499+20.3% | Added |