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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| CWM, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Key Financial Inc | 11 | $0 | 0.00% | +11 | New |
| Hexagon Capital Partners LLC | 9 | $0 | 0.00% | +9 | New |
| Rudius Management LP | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 53 | $2.00K | 0.00% | +53 | New |
| Glen Eagle Advisors, LLC | 50 | $2.04K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 107 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 109 | $4.00K | 0.00% | +2+1.9% | Added |
| Clear Street Markets LLC | 100 | $4.00K | 0.00% | +100 | New |
| SRS Capital Advisors, Inc. | 125 | $5.00K | 0.00% | +125 | New |
| Umb Bank N A | 136 | $6.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 156 | $6.00K | 0.00% | +3+2.0% | Added |
| Accel Wealth Management | 135 | $6.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 137 | $6.00K | 0.00% | +137 | New |
| Rockbridge Investment Management, LCC | 154 | $6.35K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 192 | $7.00K | 0.00% | +4+2.1% | Added |
| Quent Capital, LLC | 165 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 217 | $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 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 261 | $11.0K | 0.00% | −8,165−96.9% | Reduced |
| Group One Trading, L.P. | 276 | $11.0K | 0.00% | +202+273.0% | Added |
| Huntington National Bank | 331 | $13.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 348 | $14.0K | 0.00% | +348 | New |
| Professional Financial Advisors, LLC | 452 | $18.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 450 | $18.0K | 0.00% | +450 | New |
| US Bancorp | 500 | $20.0K | 0.00% | −55−9.9% | Reduced |
| Proequities, Inc. | 478 | $20.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $20.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 500 | $20.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 600 | $25.0K | 0.00% | −343−36.4% | Reduced |
| Worth Asset Management, LLC | 666 | $26.0K | 0.02% | +666 | New |
| Herold Advisors, Inc. | 700 | $28.6K | 0.01% | +700 | New |
| Front Row Advisors LLC | 750 | $31.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,200 | $32.0K | 0.00% | +872+265.9% | 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 |
| High Net Worth Advisory Group LLC | 1,000 | $41.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,021 | $42.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 1,309 | $53.0K | 0.01% | +1,309 | New |
| 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 |
| Estabrook Capital Management | 1,600 | $65.3K | 0.01% | −400−20.0% | Reduced |
| JPMorgan Chase & Co | 1,780 | $73.0K | 0.00% | −4,032−69.4% | Reduced |
| Salem Investment Counselors Inc | 2,024 | $83.0K | 0.00% | −1,700−45.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,153 | $88.0K | 0.00% | −155−6.7% | Reduced |
| Captrust Financial Advisors | 2,549 | $104.0K | 0.00% | +959+60.3% | Added |
| Newbridge Financial Services Group, Inc. | 2,748 | $112.0K | 0.06% | +57+2.1% | Added |
| Parallel Advisors, LLC | 2,996 | $125.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 3,484 | $142.0K | 0.01% | +3,484 | New |
| Geneos Wealth Management Inc. | 3,955 | $161.0K | 0.01% | +4+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 4,000 | $163.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 4,086 | $167.0K | 0.08% | +1,121+37.8% | Added |
| American Portfolios Advisors | 4,809 | $196.4K | 0.01% | +209+4.5% | Added |
| Regentatlantic Capital LLC | 5,000 | $204.0K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 5,016 | $205.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 4,932 | $206.0K | 0.01% | +4,932 | New |
| Walleye Trading LLC | 5,238 | $214.0K | 0.00% | −179−3.3% | Reduced |
| Cetera Advisor Networks LLC | 5,369 | $219.0K | 0.00% | +357+7.1% | Added |
| Gladstone Institutional Advisory LLC | 5,700 | $233.0K | 0.02% | −3,005−34.5% | Reduced |
| Mutual Advisors, LLC | 5,873 | $240.0K | 0.01% | +5+0.1% | Added |
| Truist Financial Corp | 5,970 | $243.0K | 0.00% | +814+15.8% | Added |
| Jaffetilchin Investment Partners, LLC | 6,384 | $248.0K | 0.03% | +201+3.3% | Added |
| Americana Partners, LLC | 6,201 | $253.0K | 0.08% | +6,201 | New |
| Credit Suisse AG | 6,222 | $254.0K | 0.00% | −896−12.6% | Reduced |
| Tradition Wealth Management, LLC | 6,468 | $264.0K | 0.03% | +57+0.9% | Added |
| Arrow Investment Advisors, LLC | 6,601 | $270.0K | 0.20% | −560−7.8% | Reduced |
| Stratos Wealth Partners, LTD. | 6,610 | $270.0K | 0.01% | −10−0.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 6,811 | $278.0K | 0.01% | −200−2.9% | Reduced |
| Meristem Family Wealth, LLC | 6,988 | $285.0K | 0.03% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 7,000 | $286.0K | 0.21% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 7,217 | $295.0K | 0.02% | +7,217 | New |
| Cresset Asset Management, LLC | 7,297 | $298.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 7,387 | $302.0K | 0.05% | −126−1.7% | Reduced |
| IPG Investment Advisors LLC | 7,430 | $303.0K | 0.06% | +1,050+16.5% | Added |
| 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 |
| Lido Advisors, LLC | 7,690 | $314.0K | 0.01% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 8,373 | $342.0K | 0.28% | +8,373 | New |
| Barclays PLC | 8,654 | $353.0K | 0.00% | −2,685−23.7% | Reduced |
| SeaCrest Wealth Management, LLC | 8,934 | $365.0K | 0.04% | +3,977+80.2% | Added |
| Wedbush Securities Inc | 9,119 | $372.0K | 0.02% | +3,507+62.5% | Added |
| Good Life Advisors, LLC | 9,260 | $378.0K | 0.05% | +4,364+89.1% | Added |
| Anchor Investment Management, LLC | 9,663 | $394.6K | 0.05% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 9,690 | $396.0K | 0.32% | +50+0.5% | Added |
| 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 |
| Davidson Trust Co | 10,300 | $421.0K | 0.31% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 10,329 | $422.0K | 0.06% | +2,292+28.5% | Added |
| Baldwin Brothers Inc | 10,500 | $429.0K | 0.05% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 10,521 | $430.0K | 0.05% | −201−1.9% | Reduced |
| Texas Yale Capital Corp. | 10,650 | $435.0K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,906 | $446.0K | 0.01% | −19,144−63.7% | Reduced |
| Jump Financial, LLC | 11,289 | $461.0K | 0.02% | −3,096−21.5% | Reduced |
| AE Wealth Management LLC | 11,393 | $465.0K | 0.00% | +4,694+70.1% | Added |
| Barr E S & Co | 11,500 | $470.0K | 0.03% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 12,000 | $490.0K | 0.07% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 12,897 | $527.0K | 0.00% | +704+5.8% | Added |