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 |
|---|---|---|---|---|---|
| FMR LLC | 2 | $0 | 0.00% | −226,308−100.0% | Reduced |
| CWM, LLC | 1 | $0 | 0.00% | +1 | New |
| Rudius Management LP | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 50 | $2.04K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 74 | $3.00K | 0.00% | +74 | New |
| Sound Income Strategies, LLC | 107 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 107 | $4.00K | 0.00% | +2+1.9% | Added |
| Investmark Advisory Group LLC | 100 | $4.00K | 0.00% | +100 | New |
| Spectrum Management Group, LLC | 153 | $6.00K | 0.00% | +3+2.0% | Added |
| Rockbridge Investment Management, LCC | 154 | $6.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 135 | $6.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 136 | $6.00K | 0.00% | +136 | New |
| Ellis Investment Partners, LLC | 188 | $7.00K | 0.00% | +4+2.2% | Added |
| Quent Capital, LLC | 165 | $7.00K | 0.00% | +165 | New |
| Rockefeller Capital Management L.P. | 213 | $8.00K | 0.00% | +4+1.9% | Added |
| FourThought Financial, LLC | 186 | $8.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 200 | $8.00K | 0.01% | +200 | New |
| Retirement Planning Co of New England, Inc. | 260 | $10.0K | 0.00% | +260 | New |
| Harbour Investments, Inc. | 295 | $12.0K | 0.00% | −625−67.9% | Reduced |
| Huntington National Bank | 331 | $13.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 328 | $13.0K | 0.00% | 00.0% | Unchanged |
| Outfitter Financial LLC | 350 | $14.0K | 0.01% | +350 | New |
| Professional Financial Advisors, LLC | 452 | $18.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $20.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 478 | $20.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 500 | $20.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 555 | $23.0K | 0.00% | +55+11.0% | Added |
| Front Row Advisors LLC | 750 | $31.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 928 | $38.0K | 0.00% | +471+103.1% | Added |
| Gradient Investments LLC | 943 | $39.0K | 0.00% | +7+0.7% | Added |
| Optimum Investment Advisors | 1,000 | $41.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,000 | $41.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,000 | $41.0K | 0.00% | +1,000 | New |
| High Net Worth Advisory Group LLC | 1,000 | $41.0K | 0.01% | +1,000 | New |
| Focused Wealth Management, Inc | 1,021 | $42.0K | 0.01% | +21+2.1% | Added |
| CNB Bank | 1,350 | $55.0K | 0.03% | 00.0% | Unchanged |
| Tortoise Capital Advisors, L.L.C. | 1,390 | $57.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,590 | $65.0K | 0.00% | +1,590 | New |
| Estabrook Capital Management | 2,000 | $81.7K | 0.01% | +2,000 | New |
| Tower Research Capital LLC (TRC) | 2,308 | $94.0K | 0.00% | −878−27.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,691 | $110.0K | 0.05% | +1,220+82.9% | Added |
| PEAK6 Investments LLC | 2,915 | $119.0K | 0.00% | −262−8.2% | Reduced |
| State of Wyoming | 2,965 | $121.0K | 0.06% | +2,965 | New |
| Parallel Advisors, LLC | 2,996 | $122.0K | 0.00% | +1,380+85.4% | Added |
| Simplex Trading, LLC | 3,090 | $126.0K | 0.00% | +1,728+126.9% | Added |
| Centaurus Financial, Inc. | 3,130 | $128.0K | 0.01% | +3,130 | New |
| Salem Investment Counselors Inc | 3,724 | $152.0K | 0.01% | +2,386+178.3% | Added |
| Geneos Wealth Management Inc. | 3,951 | $161.0K | 0.01% | +4+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 4,000 | $163.3K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 4,600 | $187.8K | 0.01% | +200+4.5% | Added |
| Good Life Advisors, LLC | 4,896 | $200.0K | 0.02% | +4,896 | New |
| SeaCrest Wealth Management, LLC | 4,957 | $202.0K | 0.02% | +4,957 | New |
| Regentatlantic Capital LLC | 5,000 | $204.0K | 0.01% | +5,000 | New |
| Cetera Advisor Networks LLC | 5,012 | $205.0K | 0.00% | −501−9.1% | Reduced |
| CIBC Asset Management Inc | 5,016 | $205.0K | 0.00% | +5,016 | New |
| Truist Financial Corp | 5,156 | $210.0K | 0.00% | +5,156 | New |
| Jane Street Group, LLC | 5,376 | $220.0K | 0.00% | −5,809−51.9% | Reduced |
| Walleye Trading LLC | 5,417 | $221.0K | 0.00% | +3,790+232.9% | Added |
| Wedbush Securities Inc | 5,612 | $229.0K | 0.01% | −1,132−16.8% | Reduced |
| JPMorgan Chase & Co | 5,812 | $237.0K | 0.00% | −3,370−36.7% | Reduced |
| Claraphi Advisory Network, LLC | 5,865 | $239.0K | 0.08% | −952−14.0% | Reduced |
| Mutual Advisors, LLC | 5,868 | $240.0K | 0.01% | +20+0.3% | Added |
| Evergreen Capital Management LLC | 6,000 | $245.0K | 0.01% | +6,000 | New |
| Jaffetilchin Investment Partners, LLC | 6,183 | $252.0K | 0.02% | +410+7.1% | Added |
| IPG Investment Advisors LLC | 6,380 | $261.0K | 0.05% | +6,380 | New |
| Tradition Wealth Management, LLC | 6,411 | $262.0K | 0.03% | +557+9.5% | Added |
| Stratos Wealth Partners, LTD. | 6,620 | $270.0K | 0.01% | +410+6.6% | Added |
| AE Wealth Management LLC | 6,699 | $274.0K | 0.00% | +6,699 | New |
| GWM Advisors LLC | 6,937 | $283.0K | 0.00% | +6,937 | New |
| Meristem Family Wealth, LLC | 6,988 | $285.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Credit Suisse AG | 7,118 | $290.0K | 0.00% | −5,678−44.4% | Reduced |
| Arrow Investment Advisors, LLC | 7,161 | $292.0K | 0.21% | −410−5.4% | Reduced |
| Cresset Asset Management, LLC | 7,297 | $298.0K | 0.00% | +7,297 | New |
| Patriot Financial Group Insurance Agency, LLC | 7,513 | $307.0K | 0.05% | −512−6.4% | Reduced |
| Lido Advisors, LLC | 7,690 | $313.0K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 8,037 | $328.0K | 0.04% | −12,946−61.7% | Reduced |
| Spire Wealth Management | 8,426 | $344.0K | 0.01% | +8,426 | New |
| Apollon Wealth Management, LLC | 8,620 | $352.0K | 0.03% | +650+8.2% | Added |
| Gladstone Institutional Advisory LLC | 8,705 | $355.0K | 0.03% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 9,205 | $376.0K | 0.00% | +2,069+29.0% | Added |
| Stifel Financial Corp | 9,508 | $388.0K | 0.00% | −7,442−43.9% | Reduced |
| Key Client Fiduciary Advisors, LLC | 9,640 | $394.0K | 0.33% | +9,640 | New |
| Anchor Investment Management, LLC | 9,663 | $394.5K | 0.05% | 00.0% | Unchanged |
| Davidson Trust Co | 10,300 | $421.0K | 0.29% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 10,500 | $429.0K | 0.04% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 10,650 | $435.0K | 0.02% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 10,722 | $438.0K | 0.05% | +201+1.9% | 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 |
| Barclays PLC | 11,339 | $462.0K | 0.00% | +166+1.5% | Added |
| Barr E S & Co | 11,500 | $470.0K | 0.03% | +11,500 | New |
| Strategic Wealth Advisors Group, LLC | 11,637 | $478.0K | 0.02% | −411−3.4% | Reduced |
| Creative Planning | 11,900 | $486.0K | 0.00% | −400−3.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 12,000 | $490.0K | 0.08% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 12,193 | $498.0K | 0.00% | +962+8.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,799 | $523.0K | 0.00% | +3,285+34.5% | Added |
| Brookstone Capital Management | 12,663 | $535.0K | 0.01% | +2,520+24.8% | Added |
| HighTower Advisors, LLC | 13,525 | $554.0K | 0.00% | −6,823−33.5% | Reduced |