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, Q1 2022
Institutional positions in Sunoco LP as of Mar 31, 2022. 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
- 170
- +11 vs. Q4 2021
- Shares held
- 17.5M
- −21.4K (−0.1%) vs. Q4 2021
- Total value
- $714.4M
- +$177.7K (0.0%) vs. Q4 2021
- New holders
- 25
- 55 more added
- Sold out
- 14
- 41 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Invesco Ltd. | 7,770,744 | $317.4M | 0.08% | −546,420−6.6% | Reduced |
| Goldman Sachs Group Inc | 1,982,341 | $81.0M | 0.02% | +80,430+4.2% | Added |
| Morgan Stanley | 991,604 | $40.5M | 0.01% | +123,679+14.2% | Added |
| Bowen Hanes & Co Inc | 600,000 | $24.5M | 0.73% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 526,874 | $21.5M | 0.02% | −29,518−5.3% | Reduced |
| Bank of America Corp | 398,221 | $16.3M | 0.00% | +82,745+26.2% | Added |
| Allianz Asset Management GmbH | 363,574 | $14.8M | 0.01% | −8,414−2.3% | Reduced |
| Bank of Montreal | 325,300 | $13.6M | 0.01% | +9,100+2.9% | Added |
| Adams Asset Advisors, LLC | 300,090 | $12.3M | 1.80% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 269,400 | $11.0M | 1.63% | +650+0.2% | Added |
| Citigroup Inc | 249,909 | $10.2M | 0.01% | +50,412+25.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 209,070 | $8.54M | 0.02% | −17,577−7.8% | Reduced |
| Walnut Private Equity Partners, LLC | 205,924 | $8.41M | 6.75% | 00.0% | Unchanged |
| UBS Group AG | 192,854 | $7.88M | 0.00% | −6,285−3.2% | Reduced |
| ING Groep NV | 183,000 | $7.47M | 0.08% | +24,000+15.1% | Added |
| BNP Paribas Arbitrage, SA | 179,099 | $7.31M | 0.01% | +179,099 | New |
| Advisors Capital Management, LLC | 143,036 | $5.84M | 0.16% | +630.0% | Added |
| Natixis | 123,000 | $5.02M | 0.02% | −129,000−51.2% | Reduced |
| Wells Fargo & Company | 120,554 | $4.92M | 0.00% | +9,895+8.9% | Added |
| LPL Financial LLC | 105,595 | $4.31M | 0.00% | +39,273+59.2% | Added |
| Spirit of America Management Corp | 102,474 | $4.18M | 0.82% | 00.0% | Unchanged |
| Citadel Advisors LLC | 101,157 | $4.13M | 0.00% | +2,415+2.4% | Added |
| First Trust Advisors LP | 80,748 | $3.30M | 0.00% | −28,920−26.4% | Reduced |
| Barnett & Company, Inc. | 79,550 | $3.25M | 2.31% | +100+0.1% | Added |
| Recurrent Investment Advisors LLC | 77,900 | $3.18M | 1.01% | +1,080+1.4% | Added |
| Raymond James & Associates | 77,666 | $3.17M | 0.00% | −15,373−16.5% | Reduced |
| Advisor Group Holdings, Inc. | 60,871 | $2.97M | 0.01% | −15,579−20.4% | Reduced |
| Susquehanna International Group, LLP | 60,625 | $2.48M | 0.00% | +60,625 | New |
| Waldron Private Wealth LLC | 50,000 | $2.04M | 0.10% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 49,920 | $2.04M | 1.39% | −4,300−7.9% | Reduced |
| Acadian Asset Management LLC | 49,635 | $2.02M | 0.01% | +49,635 | New |
| Susquehanna Fundamental Investments, LLC | 49,466 | $2.02M | 0.04% | +21,750+78.5% | Added |
| Commerce Bank | 49,275 | $2.01M | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 48,991 | $2.00M | 0.02% | +17,042+53.3% | Added |
| Vident Investment Advisory, LLC | 47,217 | $1.93M | 0.05% | +3,320+7.6% | Added |
| Tortoise Index Solutions, LLC | 47,217 | $1.93M | 0.35% | +3,320+7.6% | Added |
| Royal Bank of Canada | 46,185 | $1.89M | 0.00% | +7,595+19.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 45,000 | $1.84M | 0.00% | 00.0% | Unchanged |
| Pinnacle Private Wealth, LLC | 42,480 | $1.74M | 0.54% | −1,300−3.0% | Reduced |
| Sigma Planning Corp | 38,907 | $1.59M | 0.05% | −3,024−7.2% | Reduced |
| Bramshill Investments, LLC | 36,256 | $1.48M | 0.21% | −4,278−10.6% | Reduced |
| First Republic Investment Management, Inc. | 36,103 | $1.47M | 0.00% | +11,012+43.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 32,500 | $1.33M | 0.05% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 31,179 | $1.27M | 0.02% | +31,179 | New |
| Baird Financial Group, Inc. | 29,338 | $1.20M | 0.00% | −11,257−27.7% | Reduced |
| Dividend Assets Capital, LLC | 27,085 | $1.11M | 0.21% | +8,005+42.0% | Added |
| The PNC Financial Services Group, Inc. | 25,640 | $1.05M | 0.00% | +1,300+5.3% | Added |
| Apollon Wealth Management, LLC | 25,283 | $1.03M | 0.07% | +16,663+193.3% | Added |
| Park Circle Co | 24,750 | $1.01M | 0.84% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 23,016 | $941.0K | 0.00% | +9,491+70.2% | Added |
| Lee Financial Co | 21,650 | $884.0K | 0.16% | 00.0% | Unchanged |
| XML Financial, LLC | 20,720 | $846.0K | 0.10% | −10,645−33.9% | Reduced |
| TCW Group Inc | 19,629 | $802.0K | 0.01% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 19,622 | $801.0K | 0.43% | +1,744+9.8% | Added |
| SG Americas Securities, LLC | 19,585 | $800.0K | 0.01% | +4,315+28.3% | Added |
| Kestra Private Wealth Services, LLC | 19,185 | $784.0K | 0.04% | +19,185 | New |
| Quad-Cities Investment Group, LLC | 16,790 | $686.0K | 0.44% | −492−2.8% | Reduced |
| International Assets Investment Management, LLC | 15,519 | $634.0K | 0.11% | +266+1.7% | Added |
| American Financial Group Inc | 15,000 | $613.0K | 0.19% | 00.0% | Unchanged |
| McDonald Partners LLC | 15,000 | $613.0K | 0.13% | +15,000 | New |
| Kayne Anderson Capital Advisors LP | 14,900 | $609.0K | 0.02% | 00.0% | Unchanged |
| Avestar Capital, LLC | 14,772 | $603.0K | 0.11% | +14,772 | New |
| Janney Montgomery Scott LLC | 14,728 | $602.0K | 0.00% | −1,117−7.0% | Reduced |
| Commonwealth Equity Services, LLC | 14,448 | $590.0K | 0.00% | −735−4.8% | Reduced |
| Vestcor Inc | 14,163 | $578.0K | 0.02% | +14,163 | New |
| Cambridge Investment Research Advisors, Inc. | 13,939 | $569.0K | 0.00% | +1,140+8.9% | Added |
| Ameriprise Financial Inc | 13,527 | $552.0K | 0.00% | −1,636−10.8% | Reduced |
| Brookstone Capital Management | 13,175 | $551.0K | 0.01% | +512+4.0% | Added |
| PSI Advisors, LLC | 13,206 | $539.0K | 0.22% | −400−2.9% | Reduced |
| Creative Planning | 13,200 | $539.0K | 0.00% | +1,300+10.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 12,897 | $527.0K | 0.00% | +704+5.8% | Added |
| Hudson Valley Investment Advisors Inc | 12,000 | $490.0K | 0.07% | 00.0% | Unchanged |
| Barr E S & Co | 11,500 | $470.0K | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 11,393 | $465.0K | 0.00% | +4,694+70.1% | Added |
| Jump Financial, LLC | 11,289 | $461.0K | 0.02% | −3,096−21.5% | Reduced |
| National Asset Management, Inc. | 10,906 | $446.0K | 0.01% | −19,144−63.7% | Reduced |
| Texas Yale Capital Corp. | 10,650 | $435.0K | 0.02% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 10,521 | $430.0K | 0.05% | −201−1.9% | Reduced |
| Baldwin Brothers Inc | 10,500 | $429.0K | 0.05% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 10,329 | $422.0K | 0.06% | +2,292+28.5% | Added |
| Davidson Trust Co | 10,300 | $421.0K | 0.31% | 00.0% | Unchanged |
| Independent Advisor Alliance | 9,978 | $408.0K | 0.02% | −784−7.3% | Reduced |
| Stifel Financial Corp | 9,986 | $408.0K | 0.00% | +478+5.0% | Added |
| Key Client Fiduciary Advisors, LLC | 9,690 | $396.0K | 0.32% | +50+0.5% | Added |
| Anchor Investment Management, LLC | 9,663 | $394.6K | 0.05% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 9,260 | $378.0K | 0.05% | +4,364+89.1% | Added |
| Wedbush Securities Inc | 9,119 | $372.0K | 0.02% | +3,507+62.5% | Added |
| SeaCrest Wealth Management, LLC | 8,934 | $365.0K | 0.04% | +3,977+80.2% | Added |
| Barclays PLC | 8,654 | $353.0K | 0.00% | −2,685−23.7% | Reduced |
| Finer Wealth Management, Inc. | 8,373 | $342.0K | 0.28% | +8,373 | New |
| Lido Advisors, LLC | 7,690 | $314.0K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 7,604 | $311.0K | 0.00% | −1,601−17.4% | Reduced |
| Jane Street Group, LLC | 7,619 | $311.0K | 0.00% | +2,243+41.7% | Added |
| IPG Investment Advisors LLC | 7,430 | $303.0K | 0.06% | +1,050+16.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7,387 | $302.0K | 0.05% | −126−1.7% | Reduced |
| Cresset Asset Management, LLC | 7,297 | $298.0K | 0.00% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 7,217 | $295.0K | 0.02% | +7,217 | New |
| Security National Bank of Sioux City Iowa | 7,000 | $286.0K | 0.21% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 6,988 | $285.0K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 6,811 | $278.0K | 0.01% | −200−2.9% | Reduced |