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 |
|---|---|---|---|---|---|
| Claraphi Advisory Network, LLC | 5,865 | $239.0K | 0.08% | −952−14.0% | Reduced |
| JPMorgan Chase & Co | 5,812 | $237.0K | 0.00% | −3,370−36.7% | Reduced |
| Wedbush Securities Inc | 5,612 | $229.0K | 0.01% | −1,132−16.8% | Reduced |
| Walleye Trading LLC | 5,417 | $221.0K | 0.00% | +3,790+232.9% | Added |
| Jane Street Group, LLC | 5,376 | $220.0K | 0.00% | −5,809−51.9% | Reduced |
| Truist Financial Corp | 5,156 | $210.0K | 0.00% | +5,156 | 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 |
| Regentatlantic Capital LLC | 5,000 | $204.0K | 0.01% | +5,000 | New |
| SeaCrest Wealth Management, LLC | 4,957 | $202.0K | 0.02% | +4,957 | New |
| Good Life Advisors, LLC | 4,896 | $200.0K | 0.02% | +4,896 | New |
| American Portfolios Advisors | 4,600 | $187.8K | 0.01% | +200+4.5% | Added |
| Federation des caisses Desjardins du Quebec | 4,000 | $163.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,951 | $161.0K | 0.01% | +4+0.1% | Added |
| Salem Investment Counselors Inc | 3,724 | $152.0K | 0.01% | +2,386+178.3% | Added |
| Centaurus Financial, Inc. | 3,130 | $128.0K | 0.01% | +3,130 | New |
| Simplex Trading, LLC | 3,090 | $126.0K | 0.00% | +1,728+126.9% | Added |
| Parallel Advisors, LLC | 2,996 | $122.0K | 0.00% | +1,380+85.4% | Added |
| State of Wyoming | 2,965 | $121.0K | 0.06% | +2,965 | New |
| PEAK6 Investments LLC | 2,915 | $119.0K | 0.00% | −262−8.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,691 | $110.0K | 0.05% | +1,220+82.9% | Added |
| Tower Research Capital LLC (TRC) | 2,308 | $94.0K | 0.00% | −878−27.6% | Reduced |
| Estabrook Capital Management | 2,000 | $81.7K | 0.01% | +2,000 | New |
| Captrust Financial Advisors | 1,590 | $65.0K | 0.00% | +1,590 | New |
| Tortoise Capital Advisors, L.L.C. | 1,390 | $57.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 1,350 | $55.0K | 0.03% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,021 | $42.0K | 0.01% | +21+2.1% | 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 |
| Gradient Investments LLC | 943 | $39.0K | 0.00% | +7+0.7% | Added |
| NEXT Financial Group, Inc | 928 | $38.0K | 0.00% | +471+103.1% | Added |
| Front Row Advisors LLC | 750 | $31.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 555 | $23.0K | 0.00% | +55+11.0% | Added |
| 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 |
| Professional Financial Advisors, LLC | 452 | $18.0K | 0.01% | 00.0% | Unchanged |
| Outfitter Financial LLC | 350 | $14.0K | 0.01% | +350 | New |
| Huntington National Bank | 331 | $13.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 328 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 295 | $12.0K | 0.00% | −625−67.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 260 | $10.0K | 0.00% | +260 | 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 |
| Ellis Investment Partners, LLC | 188 | $7.00K | 0.00% | +4+2.2% | Added |
| Quent Capital, LLC | 165 | $7.00K | 0.00% | +165 | 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 |
| 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 |
| Group One Trading, L.P. | 74 | $3.00K | 0.00% | +74 | New |
| Glen Eagle Advisors, LLC | 50 | $2.04K | 0.00% | 00.0% | Unchanged |
| Rudius Management LP | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2 | $0 | 0.00% | −226,308−100.0% | Reduced |
| CWM, LLC | 1 | $0 | 0.00% | +1 | New |
| 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 |