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 |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 13,606 | $556.0K | 0.23% | +135+1.0% | Added |
| Jump Financial, LLC | 14,385 | $588.0K | 0.04% | +14,385 | New |
| Kayne Anderson Capital Advisors LP | 14,900 | $608.0K | 0.02% | 00.0% | Unchanged |
| American Financial Group Inc | 15,000 | $612.0K | 0.17% | 00.0% | Unchanged |
| 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 |
| 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 |
| Janney Montgomery Scott LLC | 15,845 | $647.0K | 0.00% | −308−1.9% | Reduced |
| Quad-Cities Investment Group, LLC | 17,282 | $706.0K | 0.44% | +142+0.8% | Added |
| GraniteShares Advisors LLC | 17,878 | $729.0K | 0.34% | +17,878 | New |
| Dividend Assets Capital, LLC | 19,080 | $779.0K | 0.14% | −124−0.6% | Reduced |
| TCW Group Inc | 19,629 | $801.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 21,650 | $884.0K | 0.17% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 24,340 | $994.0K | 0.00% | +1,900+8.5% | Added |
| Park Circle Co | 24,750 | $1.01M | 0.82% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 25,091 | $1.02M | 0.00% | +194+0.8% | Added |
| Susquehanna Fundamental Investments, LLC | 27,716 | $1.13M | 0.03% | −6,494−19.0% | Reduced |
| Verition Fund Management LLC | 28,300 | $1.16M | 0.01% | +28,300 | New |
| National Asset Management, Inc. | 30,050 | $1.23M | 0.04% | +927+3.2% | Added |
| XML Financial, LLC | 31,365 | $1.28M | 0.15% | +312+1.0% | Added |
| Private Advisor Group, LLC | 31,949 | $1.30M | 0.01% | −804−2.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 32,500 | $1.33M | 0.05% | 00.0% | Unchanged |
| Gabelli Funds LLC | 35,000 | $1.43M | 0.01% | −70,000−66.7% | Reduced |
| Royal Bank of Canada | 38,590 | $1.58M | 0.00% | −8,480−18.0% | Reduced |
| Bramshill Investments, LLC | 40,534 | $1.66M | 0.16% | −102−0.3% | Reduced |
| Baird Financial Group, Inc. | 40,595 | $1.66M | 0.00% | +10,686+35.7% | Added |
| Sigma Planning Corp | 41,931 | $1.71M | 0.05% | +535+1.3% | Added |
| Pinnacle Private Wealth, LLC | 43,780 | $1.79M | 0.56% | +43,780 | New |
| 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 |
| Sumitomo Mitsui Trust Holdings, Inc. | 45,000 | $1.84M | 0.00% | −25,000−35.7% | Reduced |
| Commerce Bank | 49,275 | $2.01M | 0.01% | +1,000+2.1% | Added |
| Waldron Private Wealth LLC | 50,000 | $2.04M | 0.10% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 54,220 | $2.21M | 1.58% | −8,780−13.9% | Reduced |
| LPL Financial LLC | 66,322 | $2.71M | 0.00% | +18,290+38.1% | Added |
| Advisor Group Holdings, Inc. | 76,450 | $3.12M | 0.01% | −3,082−3.9% | Reduced |
| Recurrent Investment Advisors LLC | 76,820 | $3.14M | 1.27% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 79,450 | $3.24M | 2.26% | −1,100−1.4% | Reduced |
| Raymond James & Associates | 93,039 | $3.80M | 0.00% | −542−0.6% | Reduced |
| Citadel Advisors LLC | 98,742 | $4.03M | 0.00% | +27,222+38.1% | Added |
| Spirit of America Management Corp | 102,474 | $4.18M | 0.84% | −2,000−1.9% | Reduced |
| First Trust Advisors LP | 109,668 | $4.48M | 0.00% | −13,319−10.8% | Reduced |
| Wells Fargo & Company | 110,659 | $4.52M | 0.00% | +14,885+15.5% | Added |
| Advisors Capital Management, LLC | 142,973 | $5.84M | 0.16% | +6,387+4.7% | Added |
| ING Groep NV | 159,000 | $6.49M | 0.06% | +142,000+835.3% | Added |
| UBS Group AG | 199,139 | $8.13M | 0.00% | +3,797+1.9% | Added |
| Citigroup Inc | 199,497 | $8.14M | 0.01% | +197,672+10,831.3% | Added |
| Walnut Private Equity Partners, LLC | 205,924 | $8.41M | 7.65% | −184,076−47.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 226,647 | $9.25M | 0.02% | −7,298−3.1% | Reduced |
| Natixis | 252,000 | $10.3M | 0.04% | +123,000+95.3% | Added |
| Bridgecreek Investment Management, LLC | 268,750 | $11.0M | 1.50% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 300,090 | $12.3M | 2.23% | 00.0% | Unchanged |
| Bank of Montreal | 316,200 | $12.8M | 0.01% | +200,300+172.8% | Added |
| Bank of America Corp | 315,476 | $12.9M | 0.00% | +75,241+31.3% | Added |
| Allianz Asset Management GmbH | 371,988 | $15.2M | 0.01% | +18,668+5.3% | Added |
| Clearbridge Investments, LLC | 556,392 | $22.7M | 0.02% | −126,254−18.5% | Reduced |
| Bowen Hanes & Co Inc | 600,000 | $24.5M | 0.69% | 00.0% | Unchanged |
| Morgan Stanley | 867,925 | $35.4M | 0.00% | −45,189−4.9% | Reduced |
| Goldman Sachs Group Inc | 1,901,911 | $77.7M | 0.02% | −77,205−3.9% | Reduced |
| Invesco Ltd. | 8,317,164 | $339.6M | 0.08% | −528,457−6.0% | Reduced |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −108,300−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −14,046−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −9,801−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −8,145−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −8,135−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −6,201−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −3,459−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Green Harvest Asset Management LLC | – | – | – | – | Not filed |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |