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 |
|---|---|---|---|---|---|
| Lee Financial Co | 21,650 | $816.0K | 0.17% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 24,689 | $931.0K | 0.00% | +9,153+58.9% | Added |
| Park Circle Co | 24,750 | $933.0K | 0.74% | +24,750 | New |
| Credit Suisse AG | 26,442 | $981.0K | 0.00% | +15,828+149.1% | Added |
| National Asset Management, Inc. | 28,230 | $1.06M | 0.03% | +198+0.7% | Added |
| Royal Bank of Canada | 29,366 | $1.11M | 0.00% | +4,252+16.9% | Added |
| XML Financial, LLC | 30,730 | $1.16M | 0.26% | +182+0.6% | Added |
| Gsa Capital Partners LLP | 33,363 | $1.26M | 0.14% | +33,363 | New |
| Private Advisor Group, LLC | 33,694 | $1.27M | 0.01% | +558+1.7% | Added |
| Bramshill Investments, LLC | 37,783 | $1.42M | 0.11% | +3,838+11.3% | Added |
| Jump Financial, LLC | 39,408 | $1.49M | 0.14% | +39,408 | New |
| International Assets Investment Management, LLC | 39,806 | $1.50M | 0.28% | −43,710−52.3% | Reduced |
| Sigma Planning Corp | 43,110 | $1.63M | 0.05% | +10,563+32.5% | Added |
| LPL Financial LLC | 43,991 | $1.66M | 0.00% | +10,004+29.4% | Added |
| 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 |
| Waldron Private Wealth LLC | 50,000 | $1.89M | 0.12% | 00.0% | Unchanged |
| Citadel Advisors LLC | 59,761 | $2.25M | 0.00% | +34,006+132.0% | Added |
| Cushing Asset Management, LP | 60,000 | $2.26M | 0.22% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 64,500 | $2.43M | 1.81% | +57,370+804.6% | Added |
| Recurrent Investment Advisors LLC | 66,820 | $2.52M | 1.27% | −26,581−28.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 70,000 | $2.64M | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 70,170 | $2.65M | 0.01% | +10,103+16.8% | Added |
| Barnett & Company, Inc. | 80,450 | $3.03M | 2.00% | +7,600+10.4% | Added |
| Raymond James & Associates | 88,219 | $3.33M | 0.00% | −47,627−35.1% | Reduced |
| Wells Fargo & Company | 90,324 | $3.40M | 0.00% | +7,832+9.5% | Added |
| Federated Hermes, Inc. | 103,725 | $3.91M | 0.01% | −6,530−5.9% | Reduced |
| Spirit of America Management Corp | 104,474 | $3.94M | 0.84% | −5,200−4.7% | Reduced |
| Gabelli Funds LLC | 105,000 | $3.96M | 0.03% | −10,000−8.7% | Reduced |
| State of New Jersey Common Pension Fund D | 108,300 | $4.08M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 117,899 | $4.45M | 0.00% | −18,300−13.4% | Reduced |
| Advisors Capital Management, LLC | 135,146 | $5.09M | 0.16% | −1,906−1.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 138,157 | $5.21M | 0.01% | +138,157 | New |
| First Trust Advisors LP | 139,876 | $5.27M | 0.01% | −2,489−1.7% | Reduced |
| Deutsche Bank AG | 153,107 | $5.77M | 0.00% | +5,925+4.0% | Added |
| FMR LLC | 164,301 | $6.19M | 0.00% | +75,700+85.4% | Added |
| UBS Group AG | 200,668 | $7.57M | 0.00% | −1,111−0.6% | Reduced |
| Allianz Asset Management GmbH | 225,883 | $8.52M | 0.01% | +219,000+3,181.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 256,981 | $9.69M | 0.02% | +726+0.3% | Added |
| Bridgecreek Investment Management, LLC | 268,750 | $10.1M | 1.47% | −39,650−12.9% | Reduced |
| Adams Asset Advisors, LLC | 300,223 | $11.3M | 2.22% | 00.0% | Unchanged |
| Bank of Montreal | 323,303 | $12.1M | 0.01% | −9,697−2.9% | Reduced |
| Walnut Private Equity Partners, LLC | 390,000 | $14.7M | 7.68% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 590,000 | $22.2M | 0.68% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 728,234 | $27.5M | 0.02% | −22,470−3.0% | Reduced |
| Morgan Stanley | 975,141 | $36.8M | 0.00% | −427,091−30.5% | Reduced |
| Goldman Sachs Group Inc | 2,065,134 | $77.9M | 0.02% | −1,099,504−34.7% | Reduced |
| Invesco Ltd. | 9,453,044 | $356.4M | 0.09% | −264,194−2.7% | Reduced |
| Natixis | 0 | $0 | 0.00% | −689,500−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −108,546−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −32,940−100.0% | Sold out |
| Duff & Phelps Investment Management Co | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −9,200−100.0% | Sold out |
| Security National Bank of Sioux City Iowa | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −4,050−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,117−100.0% | Sold out |
| HC Financial Advisors Inc | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −721−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −699−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |