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, Q3 2021
Institutional positions in Sunoco LP as of Sep 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
- 146
- 0 vs. Q2 2021
- Shares held
- 18.0M
- −936.9K (−4.9%) vs. Q2 2021
- Total value
- $673.1M
- −$41.6M (−5.8%) vs. Q2 2021
- New holders
- 19
- 49 more added
- Sold out
- 19
- 33 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Invesco Ltd. | 8,845,621 | $330.1M | 0.08% | −607,423−6.4% | Reduced |
| Goldman Sachs Group Inc | 1,979,116 | $73.9M | 0.02% | −86,018−4.2% | Reduced |
| Morgan Stanley | 913,114 | $34.1M | 0.00% | −62,027−6.4% | Reduced |
| Clearbridge Investments, LLC | 682,646 | $25.5M | 0.02% | −45,588−6.3% | Reduced |
| Bowen Hanes & Co Inc | 600,000 | $22.4M | 0.69% | +10,000+1.7% | Added |
| Walnut Private Equity Partners, LLC | 390,000 | $14.6M | 7.28% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 353,320 | $13.2M | 0.01% | +127,437+56.4% | Added |
| Adams Asset Advisors, LLC | 300,090 | $11.2M | 2.26% | −1330.0% | Reduced |
| Bridgecreek Investment Management, LLC | 268,750 | $10.0M | 1.43% | 00.0% | Unchanged |
| Bank of America Corp | 240,235 | $8.96M | 0.00% | +122,336+103.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 233,945 | $8.73M | 0.02% | −23,036−9.0% | Reduced |
| FMR LLC | 226,310 | $8.45M | 0.00% | +62,009+37.7% | Added |
| UBS Group AG | 195,342 | $7.29M | 0.00% | −5,326−2.7% | Reduced |
| Advisors Capital Management, LLC | 136,586 | $5.10M | 0.16% | +1,440+1.1% | Added |
| Natixis | 129,000 | $4.81M | 0.02% | +129,000 | New |
| First Trust Advisors LP | 122,987 | $4.59M | 0.00% | −16,889−12.1% | Reduced |
| Bank of Montreal | 115,900 | $4.34M | 0.00% | −207,403−64.2% | Reduced |
| State of New Jersey Common Pension Fund D | 108,300 | $4.04M | 0.01% | 00.0% | Unchanged |
| Gabelli Funds LLC | 105,000 | $3.92M | 0.03% | 00.0% | Unchanged |
| Spirit of America Management Corp | 104,474 | $3.90M | 0.84% | 00.0% | Unchanged |
| Wells Fargo & Company | 95,774 | $3.57M | 0.00% | +5,450+6.0% | Added |
| Raymond James & Associates | 93,581 | $3.49M | 0.00% | +5,362+6.1% | Added |
| Barnett & Company, Inc. | 80,550 | $3.01M | 2.26% | +100+0.1% | Added |
| Advisor Group Holdings, Inc. | 79,532 | $2.97M | 0.01% | +9,362+13.3% | Added |
| Recurrent Investment Advisors LLC | 76,820 | $2.87M | 1.26% | +10,000+15.0% | Added |
| Citadel Advisors LLC | 71,520 | $2.67M | 0.00% | +11,759+19.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 70,000 | $2.61M | 0.00% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 63,000 | $2.35M | 1.81% | −1,500−2.3% | Reduced |
| Waldron Private Wealth LLC | 50,000 | $1.87M | 0.11% | 00.0% | Unchanged |
| Commerce Bank | 48,275 | $1.80M | 0.01% | +48,275 | New |
| LPL Financial LLC | 48,032 | $1.79M | 0.00% | +4,041+9.2% | Added |
| Royal Bank of Canada | 47,070 | $1.76M | 0.00% | +17,704+60.3% | Added |
| Sigma Planning Corp | 41,396 | $1.54M | 0.05% | −1,714−4.0% | Reduced |
| Bramshill Investments, LLC | 40,636 | $1.52M | 0.13% | +2,853+7.6% | Added |
| Vident Investment Advisory, LLC | 39,771 | $1.48M | 0.04% | −8,075−16.9% | Reduced |
| Tortoise Index Solutions, LLC | 39,771 | $1.48M | 0.35% | −8,075−16.9% | Reduced |
| Green Harvest Asset Management LLC | 20,310 | $1.43M | 0.22% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 34,210 | $1.28M | 0.02% | +34,210 | New |
| Private Advisor Group, LLC | 32,753 | $1.22M | 0.01% | −941−2.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 32,500 | $1.21M | 0.05% | +32,500 | New |
| XML Financial, LLC | 31,053 | $1.16M | 0.15% | +323+1.1% | Added |
| Baird Financial Group, Inc. | 29,909 | $1.12M | 0.00% | +29,909 | New |
| National Asset Management, Inc. | 29,123 | $1.09M | 0.03% | +893+3.2% | Added |
| First Republic Investment Management, Inc. | 24,897 | $929.0K | 0.00% | +208+0.8% | Added |
| Park Circle Co | 24,750 | $924.0K | 0.76% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 22,636 | $845.0K | 0.15% | −17,170−43.1% | Reduced |
| The PNC Financial Services Group, Inc. | 22,440 | $838.0K | 0.00% | +21,900+4,055.6% | Added |
| Lee Financial Co | 21,650 | $808.0K | 0.17% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 20,983 | $783.0K | 0.08% | −12,380−37.1% | Reduced |
| HighTower Advisors, LLC | 20,348 | $759.0K | 0.00% | +319+1.6% | Added |
| Neuberger Berman Group LLC | 20,000 | $746.0K | 0.00% | 00.0% | Unchanged |
| TCW Group Inc | 19,629 | $733.0K | 0.01% | +19,629 | New |
| Dividend Assets Capital, LLC | 19,204 | $717.0K | 0.14% | +859+4.7% | Added |
| Quad-Cities Investment Group, LLC | 17,140 | $640.0K | 0.45% | +1,327+8.4% | Added |
| ING Groep NV | 17,000 | $634.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 16,950 | $633.0K | 0.00% | +1,097+6.9% | Added |
| Janney Montgomery Scott LLC | 16,153 | $603.0K | 0.00% | +3,410+26.8% | Added |
| SG Americas Securities, LLC | 15,758 | $588.0K | 0.00% | −4,967−24.0% | Reduced |
| Ameriprise Financial Inc | 15,352 | $573.0K | 0.00% | −751−4.7% | Reduced |
| Commonwealth Equity Services, LLC | 15,261 | $569.0K | 0.00% | +2,001+15.1% | Added |
| American Financial Group Inc | 15,000 | $560.0K | 0.15% | 00.0% | Unchanged |
| McDonald Partners LLC | 15,000 | $560.0K | 0.13% | 00.0% | Unchanged |
| Kayne Anderson Capital Advisors LP | 14,900 | $556.0K | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 14,046 | $524.0K | 0.01% | +1,303+10.2% | Added |
| PSI Advisors, LLC | 13,471 | $503.0K | 0.23% | +453+3.5% | Added |
| Credit Suisse AG | 12,796 | $478.0K | 0.00% | −13,646−51.6% | Reduced |
| Creative Planning | 12,300 | $459.0K | 0.00% | +400+3.4% | Added |
| Strategic Wealth Advisors Group, LLC | 12,048 | $450.0K | 0.02% | −403−3.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 12,000 | $448.0K | 0.08% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 11,231 | $419.0K | 0.00% | −4,274−27.6% | Reduced |
| Jane Street Group, LLC | 11,185 | $417.0K | 0.00% | −5,108−31.4% | Reduced |
| Barclays PLC | 11,173 | $417.0K | 0.00% | −1,163−9.4% | Reduced |
| Brookstone Capital Management | 10,143 | $407.0K | 0.01% | +4,676+85.5% | Added |
| Texas Yale Capital Corp. | 10,650 | $397.0K | 0.02% | 00.0% | Unchanged |
| Independent Advisor Alliance | 10,546 | $394.0K | 0.02% | −608−5.5% | Reduced |
| Kore Private Wealth LLC | 10,521 | $393.0K | 0.04% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 10,500 | $392.0K | 0.04% | 00.0% | Unchanged |
| Davidson Trust Co | 10,300 | $384.0K | 0.29% | +10,300 | New |
| Perigon Wealth Management, LLC | 9,801 | $366.0K | 0.03% | +4,301+78.2% | Added |
| Anchor Investment Management, LLC | 9,663 | $360.6K | 0.05% | −500−4.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,514 | $355.0K | 0.00% | +550+6.1% | Added |
| JPMorgan Chase & Co | 9,182 | $343.0K | 0.00% | −1,050−10.3% | Reduced |
| Gladstone Institutional Advisory LLC | 8,705 | $325.0K | 0.03% | +8,705 | New |
| Kestra Private Wealth Services, LLC | 8,135 | $304.0K | 0.02% | +800+10.9% | Added |
| Northern Trust Corp | 8,145 | $304.0K | 0.00% | +8,145 | New |
| Patriot Financial Group Insurance Agency, LLC | 8,025 | $299.0K | 0.05% | +95+1.2% | Added |
| Apollon Wealth Management, LLC | 7,970 | $297.0K | 0.04% | 00.0% | Unchanged |
| Lido Advisors, LLC | 7,690 | $286.0K | 0.01% | 00.0% | Unchanged |
| Arrow Investment Advisors, LLC | 7,571 | $283.0K | 0.19% | −727−8.8% | Reduced |
| Guggenheim Capital LLC | 7,136 | $266.0K | 0.00% | −965−11.9% | Reduced |
| Meristem Family Wealth, LLC | 6,988 | $261.0K | 0.03% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 7,000 | $261.0K | 0.20% | +7,000 | New |
| Claraphi Advisory Network, LLC | 6,817 | $254.0K | 0.09% | +617+10.0% | Added |
| Wedbush Securities Inc | 6,744 | $252.0K | 0.01% | +1,092+19.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 6,695 | $250.0K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 6,210 | $232.0K | 0.01% | +301+5.1% | Added |
| Americana Partners, LLC | 6,201 | $231.0K | 0.06% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 6,031 | $225.0K | 0.02% | −686−10.2% | Reduced |
| Tradition Wealth Management, LLC | 5,854 | $218.0K | 0.03% | +61+1.1% | Added |
| Mutual Advisors, LLC | 5,848 | $218.0K | 0.01% | +288+5.2% | Added |