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 |
|---|---|---|---|---|---|
| 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 |
| Mutual Advisors, LLC | 5,560 | $210.0K | 0.01% | +5,560 | New |
| Perigon Wealth Management, LLC | 5,500 | $207.0K | 0.02% | −4,500−45.0% | Reduced |
| Brookstone Capital Management | 5,467 | $202.0K | 0.00% | +5,467 | New |
| American Portfolios Advisors | 4,400 | $165.9K | 0.01% | +100+2.3% | Added |
| Federation des caisses Desjardins du Quebec | 4,000 | $150.8K | 0.00% | −700−14.9% | Reduced |
| Geneos Wealth Management Inc. | 3,943 | $150.0K | 0.01% | +175+4.6% | Added |
| Centaurus Financial, Inc. | 3,310 | $125.0K | 0.01% | +3,310 | New |
| Arkadios Wealth Advisors | 3,159 | $119.0K | 0.01% | +2,899+1,115.0% | Added |
| Thompson Siegel & Walmsley LLC | 3,100 | $117.0K | 0.00% | +3,100 | New |
| 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 |
| 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 |
| Parallel Advisors, LLC | 1,090 | $41.0K | 0.00% | +1,090 | New |
| Harbour Investments, Inc. | 1,070 | $40.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,000 | $38.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 1,000 | $37.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 929 | $35.0K | 0.00% | +8+0.9% | Added |
| Front Row Advisors LLC | 750 | $27.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 629 | $24.0K | 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 |
| US Bancorp | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $19.0K | 0.00% | 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 |
| Professional Financial Advisors, LLC | 452 | $17.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Stonebridge Capital Advisors LLC | 300 | $11.0K | 0.00% | −750−71.4% | Reduced |
| Captrust Financial Advisors | 250 | $9.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 250 | $9.00K | 0.00% | +250 | New |
| FourThought Financial, LLC | 186 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 204 | $7.00K | 0.00% | +204 | New |
| 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 |
| Accel Wealth Management | 135 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Global Retirement Partners, LLC | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | – | $3.00K | 0.00% | – | New |
| Rudius Management LP | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |