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, Q2 2022
Institutional positions in Sunoco LP as of Jun 30, 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
- 168
- 0 vs. Q1 2022
- Shares held
- 17.0M
- −381.2K (−2.2%) vs. Q1 2022
- Total value
- $635.0M
- −$77.1M (−10.8%) vs. Q1 2022
- New holders
- 17
- 55 more added
- Sold out
- 17
- 44 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Invesco Ltd. | 7,638,388 | $284.5M | 0.09% | −132,356−1.7% | Reduced |
| Goldman Sachs Group Inc | 1,921,295 | $71.6M | 0.02% | −61,046−3.1% | Reduced |
| Morgan Stanley | 816,879 | $30.4M | 0.00% | −174,725−17.6% | Reduced |
| Bowen Hanes & Co Inc | 600,000 | $22.4M | 0.81% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 524,710 | $19.5M | 0.02% | −2,164−0.4% | Reduced |
| Citigroup Inc | 418,277 | $15.6M | 0.02% | +168,368+67.4% | Added |
| Bank of America Corp | 417,867 | $15.6M | 0.00% | +19,646+4.9% | Added |
| Allianz Asset Management GmbH | 363,608 | $13.5M | 0.01% | +340.0% | Added |
| Bank of Montreal | 325,050 | $12.5M | 0.01% | −250−0.1% | Reduced |
| Adams Asset Advisors, LLC | 300,090 | $11.2M | 1.69% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 269,200 | $10.0M | 2.08% | −200−0.1% | Reduced |
| UBS Group AG | 254,395 | $9.48M | 0.00% | +61,541+31.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 208,776 | $7.78M | 0.02% | −294−0.1% | Reduced |
| Walnut Private Equity Partners, LLC | 206,000 | $7.67M | 7.26% | +760.0% | Added |
| Advisors Capital Management, LLC | 140,542 | $5.24M | 0.16% | −2,494−1.7% | Reduced |
| LPL Financial LLC | 138,661 | $5.17M | 0.00% | +33,066+31.3% | Added |
| Wells Fargo & Company | 119,285 | $4.44M | 0.00% | −1,269−1.1% | Reduced |
| Spirit of America Management Corp | 102,474 | $3.82M | 0.87% | 00.0% | Unchanged |
| First Trust Advisors LP | 87,906 | $3.27M | 0.00% | +7,158+8.9% | Added |
| Raymond James & Associates | 84,980 | $3.17M | 0.00% | +7,314+9.4% | Added |
| Susquehanna International Group, LLP | 80,134 | $2.98M | 0.01% | +19,509+32.2% | Added |
| Barnett & Company, Inc. | 79,250 | $2.95M | 2.36% | −300−0.4% | Reduced |
| ING Groep NV | 78,000 | $2.91M | 0.03% | −105,000−57.4% | Reduced |
| Recurrent Investment Advisors LLC | 77,900 | $2.90M | 0.88% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 62,311 | $2.32M | 0.01% | +1,440+2.4% | Added |
| Royal Bank of Canada | 52,685 | $1.96M | 0.00% | +6,500+14.1% | Added |
| JPMorgan Chase & Co | 51,588 | $1.92M | 0.00% | +49,808+2,798.2% | Added |
| Vident Investment Advisory, LLC | 51,010 | $1.90M | 0.06% | +3,793+8.0% | Added |
| Tortoise Index Solutions, LLC | 51,010 | $1.90M | 0.36% | +3,793+8.0% | Added |
| Waldron Private Wealth LLC | 50,000 | $1.86M | 0.10% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 49,550 | $1.85M | 1.51% | −370−0.7% | Reduced |
| Commerce Bank | 49,275 | $1.83M | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 45,174 | $1.68M | 0.01% | −4,461−9.0% | Reduced |
| Pinnacle Private Wealth, LLC | 42,030 | $1.57M | 0.61% | −450−1.1% | Reduced |
| Private Advisor Group, LLC | 40,016 | $1.49M | 0.01% | −8,975−18.3% | Reduced |
| Sigma Planning Corp | 39,236 | $1.46M | 0.05% | +329+0.8% | Added |
| Bramshill Investments, LLC | 38,224 | $1.42M | 0.17% | +1,968+5.4% | Added |
| AE Wealth Management LLC | 37,488 | $1.40M | 0.01% | +26,095+229.0% | Added |
| Park Circle Co | 36,350 | $1.35M | 1.31% | +11,600+46.9% | Added |
| First Republic Investment Management, Inc. | 36,302 | $1.35M | 0.00% | +199+0.6% | Added |
| Atria Wealth Solutions, Inc. | 34,280 | $1.28M | 0.03% | +3,101+9.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 34,000 | $1.27M | 0.06% | +1,500+4.6% | Added |
| Jane Street Group, LLC | 33,330 | $1.24M | 0.00% | +25,711+337.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 32,000 | $1.19M | 0.00% | −13,000−28.9% | Reduced |
| Dividend Assets Capital, LLC | 28,752 | $1.07M | 0.23% | +1,667+6.2% | Added |
| Baird Financial Group, Inc. | 27,968 | $1.04M | 0.00% | −1,370−4.7% | Reduced |
| TCW Group Inc | 26,673 | $993.0K | 0.01% | +7,044+35.9% | Added |
| The PNC Financial Services Group, Inc. | 25,640 | $954.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 25,084 | $937.0K | 0.00% | +2,068+9.0% | Added |
| Apollon Wealth Management, LLC | 25,033 | $932.0K | 0.08% | −250−1.0% | Reduced |
| SG Americas Securities, LLC | 22,257 | $829.0K | 0.01% | +2,672+13.6% | Added |
| Lee Financial Co | 21,650 | $806.0K | 0.15% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 20,201 | $752.0K | 0.55% | +579+3.0% | Added |
| Natixis | 19,721 | $735.0K | 0.00% | −103,279−84.0% | Reduced |
| Barclays PLC | 19,747 | $734.0K | 0.00% | +11,093+128.2% | Added |
| Kestra Private Wealth Services, LLC | 18,785 | $700.0K | 0.04% | −400−2.1% | Reduced |
| Kestra Advisory Services, LLC | 18,785 | $700.0K | 0.01% | +18,785 | New |
| XML Financial, LLC | 18,340 | $683.0K | 0.15% | −2,380−11.5% | Reduced |
| Quad-Cities Investment Group, LLC | 16,772 | $625.0K | 0.46% | −18−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 15,855 | $590.0K | 0.00% | +1,407+9.7% | Added |
| American Financial Group Inc | 15,000 | $559.0K | 0.19% | 00.0% | Unchanged |
| McDonald Partners LLC | 15,000 | $559.0K | 0.14% | 00.0% | Unchanged |
| Kayne Anderson Capital Advisors LP | 14,900 | $555.0K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 14,278 | $547.0K | 0.00% | −450−3.1% | Reduced |
| Cresset Asset Management, LLC | 14,285 | $532.0K | 0.01% | +6,988+95.8% | Added |
| Finer Wealth Management, Inc. | 13,638 | $508.0K | 0.46% | +5,265+62.9% | Added |
| International Assets Investment Management, LLC | 13,399 | $499.0K | 0.10% | −2,120−13.7% | Reduced |
| Creative Planning | 13,300 | $495.0K | 0.00% | +100+0.8% | Added |
| PSI Advisors, LLC | 13,206 | $492.0K | 0.24% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 13,051 | $486.0K | 0.00% | −888−6.4% | Reduced |
| Brookstone Capital Management | 13,133 | $481.0K | 0.01% | −42−0.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,501 | $466.0K | 0.00% | −396−3.1% | Reduced |
| Ameriprise Financial Inc | 12,020 | $448.0K | 0.00% | −1,507−11.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 12,000 | $447.0K | 0.07% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,956 | $445.0K | 0.00% | +1,970+19.7% | Added |
| National Asset Management, Inc. | 11,810 | $440.0K | 0.02% | +904+8.3% | Added |
| Perigon Wealth Management, LLC | 10,801 | $402.0K | 0.03% | +10,801 | New |
| Virtu Financial LLC | 10,740 | $400.0K | 0.03% | +10,740 | New |
| Texas Yale Capital Corp. | 10,650 | $397.0K | 0.03% | 00.0% | Unchanged |
| Barr E S & Co | 10,525 | $392.0K | 0.03% | −975−8.5% | Reduced |
| Kore Private Wealth LLC | 10,521 | $392.0K | 0.06% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 10,500 | $391.0K | 0.05% | 00.0% | Unchanged |
| Independent Advisor Alliance | 10,495 | $391.0K | 0.02% | +517+5.2% | Added |
| Davidson Trust Co | 10,300 | $384.0K | 0.34% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 10,290 | $383.0K | 0.10% | +2,860+38.5% | Added |
| Anchor Investment Management, LLC | 9,978 | $371.7K | 0.05% | +315+3.3% | Added |
| Wedbush Securities Inc | 9,126 | $340.0K | 0.02% | +7+0.1% | Added |
| Good Life Advisors, LLC | 9,025 | $336.0K | 0.05% | −235−2.5% | Reduced |
| Tradition Wealth Management, LLC | 8,526 | $318.0K | 0.05% | +2,058+31.8% | Added |
| Great Valley Advisor Group, Inc. | 8,366 | $311.0K | 0.02% | +1,149+15.9% | Added |
| PEAK6 Investments LLC | 7,923 | $296.5K | 0.01% | +7,923 | New |
| Benjamin F. Edwards & Company, Inc. | 7,711 | $287.0K | 0.01% | +900+13.2% | Added |
| Lido Advisors, LLC | 7,690 | $286.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 7,594 | $283.0K | 0.00% | +1,624+27.2% | Added |
| Cetera Investment Advisers | 7,605 | $283.0K | 0.00% | +7,605 | New |
| Spreng Capital Management, Inc. | 7,600 | $279.0K | 0.21% | +7,600 | New |
| Security National Bank of Sioux City Iowa | 7,000 | $261.0K | 0.22% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 7,000 | $261.0K | 0.01% | +390+5.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,894 | $257.0K | 0.05% | −493−6.7% | Reduced |
| GWM Advisors LLC | 6,906 | $257.0K | 0.00% | +6,906 | New |