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 |
|---|---|---|---|---|---|
| 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 |
| Brookstone Capital Management | 13,175 | $551.0K | 0.01% | +512+4.0% | Added |
| Ameriprise Financial Inc | 13,527 | $552.0K | 0.00% | −1,636−10.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,939 | $569.0K | 0.00% | +1,140+8.9% | Added |
| Vestcor Inc | 14,163 | $578.0K | 0.02% | +14,163 | New |
| Commonwealth Equity Services, LLC | 14,448 | $590.0K | 0.00% | −735−4.8% | Reduced |
| Janney Montgomery Scott LLC | 14,728 | $602.0K | 0.00% | −1,117−7.0% | Reduced |
| Avestar Capital, LLC | 14,772 | $603.0K | 0.11% | +14,772 | New |
| Kayne Anderson Capital Advisors LP | 14,900 | $609.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| International Assets Investment Management, LLC | 15,519 | $634.0K | 0.11% | +266+1.7% | Added |
| Quad-Cities Investment Group, LLC | 16,790 | $686.0K | 0.44% | −492−2.8% | Reduced |
| Kestra Private Wealth Services, LLC | 19,185 | $784.0K | 0.04% | +19,185 | New |
| SG Americas Securities, LLC | 19,585 | $800.0K | 0.01% | +4,315+28.3% | Added |
| GraniteShares Advisors LLC | 19,622 | $801.0K | 0.43% | +1,744+9.8% | Added |
| TCW Group Inc | 19,629 | $802.0K | 0.01% | 00.0% | Unchanged |
| XML Financial, LLC | 20,720 | $846.0K | 0.10% | −10,645−33.9% | Reduced |
| Lee Financial Co | 21,650 | $884.0K | 0.16% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 23,016 | $941.0K | 0.00% | +9,491+70.2% | Added |
| Park Circle Co | 24,750 | $1.01M | 0.84% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 25,283 | $1.03M | 0.07% | +16,663+193.3% | Added |
| The PNC Financial Services Group, Inc. | 25,640 | $1.05M | 0.00% | +1,300+5.3% | Added |
| Dividend Assets Capital, LLC | 27,085 | $1.11M | 0.21% | +8,005+42.0% | Added |
| Baird Financial Group, Inc. | 29,338 | $1.20M | 0.00% | −11,257−27.7% | Reduced |
| Atria Wealth Solutions, Inc. | 31,179 | $1.27M | 0.02% | +31,179 | New |
| U.S. Capital Wealth Advisors, LLC | 32,500 | $1.33M | 0.05% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 36,103 | $1.47M | 0.00% | +11,012+43.9% | Added |
| Bramshill Investments, LLC | 36,256 | $1.48M | 0.21% | −4,278−10.6% | Reduced |
| Sigma Planning Corp | 38,907 | $1.59M | 0.05% | −3,024−7.2% | Reduced |
| Pinnacle Private Wealth, LLC | 42,480 | $1.74M | 0.54% | −1,300−3.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 45,000 | $1.84M | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 46,185 | $1.89M | 0.00% | +7,595+19.7% | 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 |
| Private Advisor Group, LLC | 48,991 | $2.00M | 0.02% | +17,042+53.3% | Added |
| Commerce Bank | 49,275 | $2.01M | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 49,466 | $2.02M | 0.04% | +21,750+78.5% | Added |
| Acadian Asset Management LLC | 49,635 | $2.02M | 0.01% | +49,635 | New |
| ELCO Management Co., LLC | 49,920 | $2.04M | 1.39% | −4,300−7.9% | Reduced |
| Waldron Private Wealth LLC | 50,000 | $2.04M | 0.10% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 60,625 | $2.48M | 0.00% | +60,625 | New |
| Advisor Group Holdings, Inc. | 60,871 | $2.97M | 0.01% | −15,579−20.4% | Reduced |
| Raymond James & Associates | 77,666 | $3.17M | 0.00% | −15,373−16.5% | Reduced |
| Recurrent Investment Advisors LLC | 77,900 | $3.18M | 1.01% | +1,080+1.4% | Added |
| Barnett & Company, Inc. | 79,550 | $3.25M | 2.31% | +100+0.1% | Added |
| First Trust Advisors LP | 80,748 | $3.30M | 0.00% | −28,920−26.4% | Reduced |
| Citadel Advisors LLC | 101,157 | $4.13M | 0.00% | +2,415+2.4% | Added |
| Spirit of America Management Corp | 102,474 | $4.18M | 0.82% | 00.0% | Unchanged |
| LPL Financial LLC | 105,595 | $4.31M | 0.00% | +39,273+59.2% | Added |
| Wells Fargo & Company | 120,554 | $4.92M | 0.00% | +9,895+8.9% | Added |
| Natixis | 123,000 | $5.02M | 0.02% | −129,000−51.2% | Reduced |
| Advisors Capital Management, LLC | 143,036 | $5.84M | 0.16% | +630.0% | Added |
| BNP Paribas Arbitrage, SA | 179,099 | $7.31M | 0.01% | +179,099 | New |
| ING Groep NV | 183,000 | $7.47M | 0.08% | +24,000+15.1% | Added |
| UBS Group AG | 192,854 | $7.88M | 0.00% | −6,285−3.2% | Reduced |
| Walnut Private Equity Partners, LLC | 205,924 | $8.41M | 6.75% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 209,070 | $8.54M | 0.02% | −17,577−7.8% | Reduced |
| Citigroup Inc | 249,909 | $10.2M | 0.01% | +50,412+25.3% | Added |
| Bridgecreek Investment Management, LLC | 269,400 | $11.0M | 1.63% | +650+0.2% | Added |
| Adams Asset Advisors, LLC | 300,090 | $12.3M | 1.80% | 00.0% | Unchanged |
| Bank of Montreal | 325,300 | $13.6M | 0.01% | +9,100+2.9% | Added |
| Allianz Asset Management GmbH | 363,574 | $14.8M | 0.01% | −8,414−2.3% | Reduced |
| Bank of America Corp | 398,221 | $16.3M | 0.00% | +82,745+26.2% | Added |
| Clearbridge Investments, LLC | 526,874 | $21.5M | 0.02% | −29,518−5.3% | Reduced |
| Bowen Hanes & Co Inc | 600,000 | $24.5M | 0.73% | 00.0% | Unchanged |
| Morgan Stanley | 991,604 | $40.5M | 0.01% | +123,679+14.2% | Added |
| Goldman Sachs Group Inc | 1,982,341 | $81.0M | 0.02% | +80,430+4.2% | Added |
| Invesco Ltd. | 7,770,744 | $317.4M | 0.08% | −546,420−6.6% | Reduced |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −28,300−100.0% | Sold out |
| Strategic Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −11,637−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −11,808−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −6,937−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Claraphi Advisory Network, LLC | 0 | $0 | 0.00% | −5,865−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −3,130−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,090−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2,915−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Outfitter Financial LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Investmark Advisory Group LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |