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, Q4 2021
Institutional positions in Sunoco LP as of Dec 31, 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
- 161
- +18 vs. Q3 2021
- Shares held
- 17.5M
- −494.1K (−2.7%) vs. Q3 2021
- Total value
- $714.3M
- +$42.8M (+6.4%) vs. Q3 2021
- New holders
- 32
- 50 more added
- Sold out
- 14
- 41 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Invesco Ltd. | 8,317,164 | $339.6M | 0.08% | −528,457−6.0% | Reduced |
| Goldman Sachs Group Inc | 1,901,911 | $77.7M | 0.02% | −77,205−3.9% | Reduced |
| Morgan Stanley | 867,925 | $35.4M | 0.00% | −45,189−4.9% | Reduced |
| Bowen Hanes & Co Inc | 600,000 | $24.5M | 0.69% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 556,392 | $22.7M | 0.02% | −126,254−18.5% | Reduced |
| Allianz Asset Management GmbH | 371,988 | $15.2M | 0.01% | +18,668+5.3% | Added |
| Bank of America Corp | 315,476 | $12.9M | 0.00% | +75,241+31.3% | Added |
| Bank of Montreal | 316,200 | $12.8M | 0.01% | +200,300+172.8% | Added |
| Adams Asset Advisors, LLC | 300,090 | $12.3M | 2.23% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 268,750 | $11.0M | 1.50% | 00.0% | Unchanged |
| Natixis | 252,000 | $10.3M | 0.04% | +123,000+95.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 226,647 | $9.25M | 0.02% | −7,298−3.1% | Reduced |
| Walnut Private Equity Partners, LLC | 205,924 | $8.41M | 7.65% | −184,076−47.2% | Reduced |
| Citigroup Inc | 199,497 | $8.14M | 0.01% | +197,672+10,831.3% | Added |
| UBS Group AG | 199,139 | $8.13M | 0.00% | +3,797+1.9% | Added |
| ING Groep NV | 159,000 | $6.49M | 0.06% | +142,000+835.3% | Added |
| Advisors Capital Management, LLC | 142,973 | $5.84M | 0.16% | +6,387+4.7% | Added |
| Wells Fargo & Company | 110,659 | $4.52M | 0.00% | +14,885+15.5% | Added |
| First Trust Advisors LP | 109,668 | $4.48M | 0.00% | −13,319−10.8% | Reduced |
| Spirit of America Management Corp | 102,474 | $4.18M | 0.84% | −2,000−1.9% | Reduced |
| Citadel Advisors LLC | 98,742 | $4.03M | 0.00% | +27,222+38.1% | Added |
| Raymond James & Associates | 93,039 | $3.80M | 0.00% | −542−0.6% | Reduced |
| Barnett & Company, Inc. | 79,450 | $3.24M | 2.26% | −1,100−1.4% | Reduced |
| Recurrent Investment Advisors LLC | 76,820 | $3.14M | 1.27% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 76,450 | $3.12M | 0.01% | −3,082−3.9% | Reduced |
| LPL Financial LLC | 66,322 | $2.71M | 0.00% | +18,290+38.1% | Added |
| ELCO Management Co., LLC | 54,220 | $2.21M | 1.58% | −8,780−13.9% | Reduced |
| Waldron Private Wealth LLC | 50,000 | $2.04M | 0.10% | 00.0% | Unchanged |
| Commerce Bank | 49,275 | $2.01M | 0.01% | +1,000+2.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 45,000 | $1.84M | 0.00% | −25,000−35.7% | Reduced |
| Vident Investment Advisory, LLC | 43,897 | $1.79M | 0.05% | +4,126+10.4% | Added |
| Tortoise Index Solutions, LLC | 43,897 | $1.79M | 0.39% | +4,126+10.4% | Added |
| Pinnacle Private Wealth, LLC | 43,780 | $1.79M | 0.56% | +43,780 | New |
| Sigma Planning Corp | 41,931 | $1.71M | 0.05% | +535+1.3% | Added |
| Baird Financial Group, Inc. | 40,595 | $1.66M | 0.00% | +10,686+35.7% | Added |
| Bramshill Investments, LLC | 40,534 | $1.66M | 0.16% | −102−0.3% | Reduced |
| Royal Bank of Canada | 38,590 | $1.58M | 0.00% | −8,480−18.0% | Reduced |
| Gabelli Funds LLC | 35,000 | $1.43M | 0.01% | −70,000−66.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 32,500 | $1.33M | 0.05% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 31,949 | $1.30M | 0.01% | −804−2.5% | Reduced |
| XML Financial, LLC | 31,365 | $1.28M | 0.15% | +312+1.0% | Added |
| National Asset Management, Inc. | 30,050 | $1.23M | 0.04% | +927+3.2% | Added |
| Verition Fund Management LLC | 28,300 | $1.16M | 0.01% | +28,300 | New |
| Susquehanna Fundamental Investments, LLC | 27,716 | $1.13M | 0.03% | −6,494−19.0% | Reduced |
| First Republic Investment Management, Inc. | 25,091 | $1.02M | 0.00% | +194+0.8% | Added |
| Park Circle Co | 24,750 | $1.01M | 0.82% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 24,340 | $994.0K | 0.00% | +1,900+8.5% | Added |
| Lee Financial Co | 21,650 | $884.0K | 0.17% | 00.0% | Unchanged |
| TCW Group Inc | 19,629 | $801.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 19,080 | $779.0K | 0.14% | −124−0.6% | Reduced |
| GraniteShares Advisors LLC | 17,878 | $729.0K | 0.34% | +17,878 | New |
| Quad-Cities Investment Group, LLC | 17,282 | $706.0K | 0.44% | +142+0.8% | Added |
| Janney Montgomery Scott LLC | 15,845 | $647.0K | 0.00% | −308−1.9% | Reduced |
| International Assets Investment Management, LLC | 15,253 | $623.0K | 0.11% | −7,383−32.6% | Reduced |
| SG Americas Securities, LLC | 15,270 | $623.0K | 0.00% | −488−3.1% | Reduced |
| Ameriprise Financial Inc | 15,163 | $619.0K | 0.00% | −189−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 15,183 | $619.0K | 0.00% | −78−0.5% | Reduced |
| American Financial Group Inc | 15,000 | $612.0K | 0.17% | 00.0% | Unchanged |
| Kayne Anderson Capital Advisors LP | 14,900 | $608.0K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 14,385 | $588.0K | 0.04% | +14,385 | New |
| PSI Advisors, LLC | 13,606 | $556.0K | 0.23% | +135+1.0% | Added |
| HighTower Advisors, LLC | 13,525 | $554.0K | 0.00% | −6,823−33.5% | Reduced |
| Brookstone Capital Management | 12,663 | $535.0K | 0.01% | +2,520+24.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,799 | $523.0K | 0.00% | +3,285+34.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 12,193 | $498.0K | 0.00% | +962+8.6% | Added |
| Hudson Valley Investment Advisors Inc | 12,000 | $490.0K | 0.08% | 00.0% | Unchanged |
| Creative Planning | 11,900 | $486.0K | 0.00% | −400−3.3% | Reduced |
| Strategic Wealth Advisors Group, LLC | 11,637 | $478.0K | 0.02% | −411−3.4% | Reduced |
| Barr E S & Co | 11,500 | $470.0K | 0.03% | +11,500 | New |
| Barclays PLC | 11,339 | $462.0K | 0.00% | +166+1.5% | Added |
| Independent Advisor Alliance | 10,762 | $439.0K | 0.02% | +216+2.0% | Added |
| Financial Advocates Investment Management | 11,808 | $439.0K | 0.03% | +11,808 | New |
| Kore Private Wealth LLC | 10,722 | $438.0K | 0.05% | +201+1.9% | Added |
| Texas Yale Capital Corp. | 10,650 | $435.0K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 10,500 | $429.0K | 0.04% | 00.0% | Unchanged |
| Davidson Trust Co | 10,300 | $421.0K | 0.29% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 9,663 | $394.5K | 0.05% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 9,640 | $394.0K | 0.33% | +9,640 | New |
| Stifel Financial Corp | 9,508 | $388.0K | 0.00% | −7,442−43.9% | Reduced |
| Guggenheim Capital LLC | 9,205 | $376.0K | 0.00% | +2,069+29.0% | Added |
| Gladstone Institutional Advisory LLC | 8,705 | $355.0K | 0.03% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 8,620 | $352.0K | 0.03% | +650+8.2% | Added |
| Spire Wealth Management | 8,426 | $344.0K | 0.01% | +8,426 | New |
| Gsa Capital Partners LLP | 8,037 | $328.0K | 0.04% | −12,946−61.7% | Reduced |
| Lido Advisors, LLC | 7,690 | $313.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 7,513 | $307.0K | 0.05% | −512−6.4% | Reduced |
| Cresset Asset Management, LLC | 7,297 | $298.0K | 0.00% | +7,297 | New |
| Arrow Investment Advisors, LLC | 7,161 | $292.0K | 0.21% | −410−5.4% | Reduced |
| Credit Suisse AG | 7,118 | $290.0K | 0.00% | −5,678−44.4% | Reduced |
| Security National Bank of Sioux City Iowa | 7,000 | $286.0K | 0.20% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 7,011 | $286.0K | 0.01% | +316+4.7% | Added |
| Meristem Family Wealth, LLC | 6,988 | $285.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,937 | $283.0K | 0.00% | +6,937 | New |
| AE Wealth Management LLC | 6,699 | $274.0K | 0.00% | +6,699 | New |
| Stratos Wealth Partners, LTD. | 6,620 | $270.0K | 0.01% | +410+6.6% | Added |
| Tradition Wealth Management, LLC | 6,411 | $262.0K | 0.03% | +557+9.5% | Added |
| IPG Investment Advisors LLC | 6,380 | $261.0K | 0.05% | +6,380 | New |
| Jaffetilchin Investment Partners, LLC | 6,183 | $252.0K | 0.02% | +410+7.1% | Added |
| Evergreen Capital Management LLC | 6,000 | $245.0K | 0.01% | +6,000 | New |
| Mutual Advisors, LLC | 5,868 | $240.0K | 0.01% | +20+0.3% | Added |