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 |
|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | 5,773 | $215.0K | 0.02% | +127+2.2% | Added |
| Cetera Advisor Networks LLC | 5,513 | $206.0K | 0.00% | +5,513 | New |
| American Portfolios Advisors | 4,400 | $164.2K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 4,000 | $149.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,947 | $147.0K | 0.01% | +4+0.1% | Added |
| Arkadios Wealth Advisors | 3,459 | $129.0K | 0.02% | +300+9.5% | Added |
| 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 |
| Citigroup Inc | 1,825 | $68.0K | 0.00% | −6,575−78.3% | Reduced |
| Walleye Trading LLC | 1,627 | $61.0K | 0.00% | +1,627 | New |
| Parallel Advisors, LLC | 1,616 | $60.0K | 0.00% | +526+48.3% | Added |
| Newbridge Financial Services Group, Inc. | 1,471 | $55.0K | 0.03% | +946+180.2% | Added |
| Tortoise Capital Advisors, L.L.C. | 1,390 | $52.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,362 | $51.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 1,350 | $50.0K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,338 | $50.0K | 0.00% | +1,338 | New |
| 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 |
| Gradient Investments LLC | 936 | $35.0K | 0.00% | +7+0.8% | Added |
| Harbour Investments, Inc. | 920 | $34.0K | 0.00% | −150−14.0% | Reduced |
| Front Row Advisors LLC | 750 | $28.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 629 | $23.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 554 | $21.0K | 0.02% | +196+54.7% | Added |
| US Bancorp | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Huntington National Bank | 331 | $13.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 328 | $12.0K | 0.00% | +328 | New |
| Stonebridge Capital Advisors LLC | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 266 | $9.00K | 0.00% | −100−27.3% | Reduced |
| Cahill Financial Advisors Inc | 250 | $9.00K | 0.00% | +250 | New |
| Rockefeller Capital Management L.P. | 209 | $7.00K | 0.00% | +5+2.5% | Added |
| 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 |
| 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 | 105 | $4.00K | 0.00% | +3+2.9% | Added |
| Global Retirement Partners, LLC | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 50 | $1.87K | 0.00% | +50 | New |
| Rudius Management LP | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |