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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 22,636 | $845.0K | 0.15% | −17,170−43.1% | Reduced |
| Park Circle Co | 24,750 | $924.0K | 0.76% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 24,897 | $929.0K | 0.00% | +208+0.8% | Added |
| National Asset Management, Inc. | 29,123 | $1.09M | 0.03% | +893+3.2% | Added |
| Baird Financial Group, Inc. | 29,909 | $1.12M | 0.00% | +29,909 | New |
| XML Financial, LLC | 31,053 | $1.16M | 0.15% | +323+1.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 32,500 | $1.21M | 0.05% | +32,500 | New |
| Private Advisor Group, LLC | 32,753 | $1.22M | 0.01% | −941−2.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 34,210 | $1.28M | 0.02% | +34,210 | New |
| Green Harvest Asset Management LLC | 20,310 | $1.43M | 0.22% | 00.0% | Unchanged |
| 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 |
| Bramshill Investments, LLC | 40,636 | $1.52M | 0.13% | +2,853+7.6% | Added |
| Sigma Planning Corp | 41,396 | $1.54M | 0.05% | −1,714−4.0% | Reduced |
| Royal Bank of Canada | 47,070 | $1.76M | 0.00% | +17,704+60.3% | Added |
| LPL Financial LLC | 48,032 | $1.79M | 0.00% | +4,041+9.2% | Added |
| Commerce Bank | 48,275 | $1.80M | 0.01% | +48,275 | New |
| Waldron Private Wealth LLC | 50,000 | $1.87M | 0.11% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 63,000 | $2.35M | 1.81% | −1,500−2.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 70,000 | $2.61M | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 71,520 | $2.67M | 0.00% | +11,759+19.7% | Added |
| Recurrent Investment Advisors LLC | 76,820 | $2.87M | 1.26% | +10,000+15.0% | Added |
| Advisor Group Holdings, Inc. | 79,532 | $2.97M | 0.01% | +9,362+13.3% | Added |
| Barnett & Company, Inc. | 80,550 | $3.01M | 2.26% | +100+0.1% | Added |
| Raymond James & Associates | 93,581 | $3.49M | 0.00% | +5,362+6.1% | Added |
| Wells Fargo & Company | 95,774 | $3.57M | 0.00% | +5,450+6.0% | Added |
| Spirit of America Management Corp | 104,474 | $3.90M | 0.84% | 00.0% | Unchanged |
| Gabelli Funds LLC | 105,000 | $3.92M | 0.03% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 108,300 | $4.04M | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 115,900 | $4.34M | 0.00% | −207,403−64.2% | Reduced |
| First Trust Advisors LP | 122,987 | $4.59M | 0.00% | −16,889−12.1% | Reduced |
| Natixis | 129,000 | $4.81M | 0.02% | +129,000 | New |
| Advisors Capital Management, LLC | 136,586 | $5.10M | 0.16% | +1,440+1.1% | Added |
| UBS Group AG | 195,342 | $7.29M | 0.00% | −5,326−2.7% | Reduced |
| FMR LLC | 226,310 | $8.45M | 0.00% | +62,009+37.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 233,945 | $8.73M | 0.02% | −23,036−9.0% | Reduced |
| Bank of America Corp | 240,235 | $8.96M | 0.00% | +122,336+103.8% | Added |
| Bridgecreek Investment Management, LLC | 268,750 | $10.0M | 1.43% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 300,090 | $11.2M | 2.26% | −1330.0% | Reduced |
| Allianz Asset Management GmbH | 353,320 | $13.2M | 0.01% | +127,437+56.4% | Added |
| Walnut Private Equity Partners, LLC | 390,000 | $14.6M | 7.28% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 600,000 | $22.4M | 0.69% | +10,000+1.7% | Added |
| Clearbridge Investments, LLC | 682,646 | $25.5M | 0.02% | −45,588−6.3% | Reduced |
| Morgan Stanley | 913,114 | $34.1M | 0.00% | −62,027−6.4% | Reduced |
| Goldman Sachs Group Inc | 1,979,116 | $73.9M | 0.02% | −86,018−4.2% | Reduced |
| Invesco Ltd. | 8,845,621 | $330.1M | 0.08% | −607,423−6.4% | Reduced |
| Deutsche Bank AG | 0 | $0 | 0.00% | −153,107−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −138,157−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −103,725−100.0% | Sold out |
| Cushing Asset Management, LP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −39,408−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −9,834−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −8,820−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | – | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −8,559−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −9,273−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −8,111−100.0% | Sold out |
| Security National Bank of So Dak | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −3,310−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −1,380−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | – | Sold out |
| First Horizon Corp | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |