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 |
|---|---|---|---|---|---|
| Rudius Management LP | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 50 | $1.87K | 0.00% | +50 | New |
| Global Retirement Partners, LLC | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 107 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 105 | $4.00K | 0.00% | +3+2.9% | Added |
| Accel Wealth Management | 135 | $5.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 186 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 184 | $6.00K | 0.00% | +4+2.2% | Added |
| Rockbridge Investment Management, LCC | 154 | $6.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 150 | $6.00K | 0.00% | +150 | New |
| Rockefeller Capital Management L.P. | 209 | $7.00K | 0.00% | +5+2.5% | Added |
| Cutler Group LP | 266 | $9.00K | 0.00% | −100−27.3% | Reduced |
| Cahill Financial Advisors Inc | 250 | $9.00K | 0.00% | +250 | New |
| Stonebridge Capital Advisors LLC | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 328 | $12.0K | 0.00% | +328 | New |
| Huntington National Bank | 331 | $13.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 452 | $17.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 457 | $17.0K | 0.00% | +122+36.4% | Added |
| Proequities, Inc. | 478 | $18.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 554 | $21.0K | 0.02% | +196+54.7% | Added |
| Sonora Investment Management, LLC | 629 | $23.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 750 | $28.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 920 | $34.0K | 0.00% | −150−14.0% | Reduced |
| Gradient Investments LLC | 936 | $35.0K | 0.00% | +7+0.8% | Added |
| Optimum Investment Advisors | 1,000 | $37.0K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,000 | $37.0K | 0.01% | +1,000 | New |
| First Horizon Advisors, Inc. | 1,000 | $37.0K | 0.00% | +1,000 | New |
| CNB Bank | 1,350 | $50.0K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,338 | $50.0K | 0.00% | +1,338 | New |
| Simplex Trading, LLC | 1,362 | $51.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Capital Advisors, L.L.C. | 1,390 | $52.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,471 | $55.0K | 0.03% | +946+180.2% | Added |
| Parallel Advisors, LLC | 1,616 | $60.0K | 0.00% | +526+48.3% | Added |
| Walleye Trading LLC | 1,627 | $61.0K | 0.00% | +1,627 | New |
| Citigroup Inc | 1,825 | $68.0K | 0.00% | −6,575−78.3% | Reduced |
| PEAK6 Investments LLC | 3,177 | $119.0K | 0.00% | −6,387−66.8% | Reduced |
| Tower Research Capital LLC (TRC) | 3,186 | $119.0K | 0.00% | +1,837+136.2% | Added |
| Arkadios Wealth Advisors | 3,459 | $129.0K | 0.02% | +300+9.5% | Added |
| Geneos Wealth Management Inc. | 3,947 | $147.0K | 0.01% | +4+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 4,000 | $149.3K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 4,400 | $164.2K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 5,513 | $206.0K | 0.00% | +5,513 | New |
| Jaffetilchin Investment Partners, LLC | 5,773 | $215.0K | 0.02% | +127+2.2% | Added |
| 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 |
| Mid Atlantic Financial Management Inc | 6,031 | $225.0K | 0.02% | −686−10.2% | Reduced |
| Americana Partners, LLC | 6,201 | $231.0K | 0.06% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 6,210 | $232.0K | 0.01% | +301+5.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 6,695 | $250.0K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 6,744 | $252.0K | 0.01% | +1,092+19.3% | Added |
| Claraphi Advisory Network, LLC | 6,817 | $254.0K | 0.09% | +617+10.0% | Added |
| 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 |
| Guggenheim Capital LLC | 7,136 | $266.0K | 0.00% | −965−11.9% | Reduced |
| Arrow Investment Advisors, LLC | 7,571 | $283.0K | 0.19% | −727−8.8% | Reduced |
| Lido Advisors, LLC | 7,690 | $286.0K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 7,970 | $297.0K | 0.04% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 8,025 | $299.0K | 0.05% | +95+1.2% | Added |
| 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 |
| Gladstone Institutional Advisory LLC | 8,705 | $325.0K | 0.03% | +8,705 | New |
| JPMorgan Chase & Co | 9,182 | $343.0K | 0.00% | −1,050−10.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,514 | $355.0K | 0.00% | +550+6.1% | Added |
| Anchor Investment Management, LLC | 9,663 | $360.6K | 0.05% | −500−4.9% | Reduced |
| Perigon Wealth Management, LLC | 9,801 | $366.0K | 0.03% | +4,301+78.2% | Added |
| Davidson Trust Co | 10,300 | $384.0K | 0.29% | +10,300 | New |
| Baldwin Brothers Inc | 10,500 | $392.0K | 0.04% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 10,521 | $393.0K | 0.04% | 00.0% | Unchanged |
| Independent Advisor Alliance | 10,546 | $394.0K | 0.02% | −608−5.5% | Reduced |
| Texas Yale Capital Corp. | 10,650 | $397.0K | 0.02% | 00.0% | Unchanged |
| Brookstone Capital Management | 10,143 | $407.0K | 0.01% | +4,676+85.5% | Added |
| 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 |
| Mirae Asset Global Investments Co., Ltd. | 11,231 | $419.0K | 0.00% | −4,274−27.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 12,000 | $448.0K | 0.08% | 00.0% | Unchanged |
| Strategic Wealth Advisors Group, LLC | 12,048 | $450.0K | 0.02% | −403−3.2% | Reduced |
| Creative Planning | 12,300 | $459.0K | 0.00% | +400+3.4% | Added |
| Credit Suisse AG | 12,796 | $478.0K | 0.00% | −13,646−51.6% | Reduced |
| PSI Advisors, LLC | 13,471 | $503.0K | 0.23% | +453+3.5% | Added |
| Boston Private Wealth LLC | 14,046 | $524.0K | 0.01% | +1,303+10.2% | Added |
| Kayne Anderson Capital Advisors LP | 14,900 | $556.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Commonwealth Equity Services, LLC | 15,261 | $569.0K | 0.00% | +2,001+15.1% | Added |
| Ameriprise Financial Inc | 15,352 | $573.0K | 0.00% | −751−4.7% | Reduced |
| SG Americas Securities, LLC | 15,758 | $588.0K | 0.00% | −4,967−24.0% | Reduced |
| Janney Montgomery Scott LLC | 16,153 | $603.0K | 0.00% | +3,410+26.8% | Added |
| Stifel Financial Corp | 16,950 | $633.0K | 0.00% | +1,097+6.9% | Added |
| ING Groep NV | 17,000 | $634.0K | 0.01% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 17,140 | $640.0K | 0.45% | +1,327+8.4% | Added |
| Dividend Assets Capital, LLC | 19,204 | $717.0K | 0.14% | +859+4.7% | Added |
| TCW Group Inc | 19,629 | $733.0K | 0.01% | +19,629 | New |
| Neuberger Berman Group LLC | 20,000 | $746.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 20,348 | $759.0K | 0.00% | +319+1.6% | Added |
| Gsa Capital Partners LLP | 20,983 | $783.0K | 0.08% | −12,380−37.1% | Reduced |
| Lee Financial Co | 21,650 | $808.0K | 0.17% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 22,440 | $838.0K | 0.00% | +21,900+4,055.6% | Added |