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 |
|---|---|---|---|---|---|
| Creative Planning | 13,300 | $495.0K | 0.00% | +100+0.8% | Added |
| International Assets Investment Management, LLC | 13,399 | $499.0K | 0.10% | −2,120−13.7% | Reduced |
| Finer Wealth Management, Inc. | 13,638 | $508.0K | 0.46% | +5,265+62.9% | Added |
| Cresset Asset Management, LLC | 14,285 | $532.0K | 0.01% | +6,988+95.8% | Added |
| Janney Montgomery Scott LLC | 14,278 | $547.0K | 0.00% | −450−3.1% | Reduced |
| Kayne Anderson Capital Advisors LP | 14,900 | $555.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Commonwealth Equity Services, LLC | 15,855 | $590.0K | 0.00% | +1,407+9.7% | Added |
| Quad-Cities Investment Group, LLC | 16,772 | $625.0K | 0.46% | −18−0.1% | Reduced |
| XML Financial, LLC | 18,340 | $683.0K | 0.15% | −2,380−11.5% | Reduced |
| 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 |
| Barclays PLC | 19,747 | $734.0K | 0.00% | +11,093+128.2% | Added |
| Natixis | 19,721 | $735.0K | 0.00% | −103,279−84.0% | Reduced |
| GraniteShares Advisors LLC | 20,201 | $752.0K | 0.55% | +579+3.0% | Added |
| Lee Financial Co | 21,650 | $806.0K | 0.15% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 22,257 | $829.0K | 0.01% | +2,672+13.6% | Added |
| Apollon Wealth Management, LLC | 25,033 | $932.0K | 0.08% | −250−1.0% | Reduced |
| HighTower Advisors, LLC | 25,084 | $937.0K | 0.00% | +2,068+9.0% | Added |
| The PNC Financial Services Group, Inc. | 25,640 | $954.0K | 0.00% | 00.0% | Unchanged |
| TCW Group Inc | 26,673 | $993.0K | 0.01% | +7,044+35.9% | Added |
| Baird Financial Group, Inc. | 27,968 | $1.04M | 0.00% | −1,370−4.7% | Reduced |
| Dividend Assets Capital, LLC | 28,752 | $1.07M | 0.23% | +1,667+6.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 32,000 | $1.19M | 0.00% | −13,000−28.9% | Reduced |
| Jane Street Group, LLC | 33,330 | $1.24M | 0.00% | +25,711+337.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 34,000 | $1.27M | 0.06% | +1,500+4.6% | Added |
| Atria Wealth Solutions, Inc. | 34,280 | $1.28M | 0.03% | +3,101+9.9% | Added |
| First Republic Investment Management, Inc. | 36,302 | $1.35M | 0.00% | +199+0.6% | Added |
| Park Circle Co | 36,350 | $1.35M | 1.31% | +11,600+46.9% | Added |
| AE Wealth Management LLC | 37,488 | $1.40M | 0.01% | +26,095+229.0% | Added |
| Bramshill Investments, LLC | 38,224 | $1.42M | 0.17% | +1,968+5.4% | Added |
| Sigma Planning Corp | 39,236 | $1.46M | 0.05% | +329+0.8% | Added |
| Private Advisor Group, LLC | 40,016 | $1.49M | 0.01% | −8,975−18.3% | Reduced |
| Pinnacle Private Wealth, LLC | 42,030 | $1.57M | 0.61% | −450−1.1% | Reduced |
| Acadian Asset Management LLC | 45,174 | $1.68M | 0.01% | −4,461−9.0% | Reduced |
| Commerce Bank | 49,275 | $1.83M | 0.01% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 49,550 | $1.85M | 1.51% | −370−0.7% | Reduced |
| Waldron Private Wealth LLC | 50,000 | $1.86M | 0.10% | 00.0% | Unchanged |
| 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 |
| JPMorgan Chase & Co | 51,588 | $1.92M | 0.00% | +49,808+2,798.2% | Added |
| Royal Bank of Canada | 52,685 | $1.96M | 0.00% | +6,500+14.1% | Added |
| Advisor Group Holdings, Inc. | 62,311 | $2.32M | 0.01% | +1,440+2.4% | Added |
| Recurrent Investment Advisors LLC | 77,900 | $2.90M | 0.88% | 00.0% | Unchanged |
| ING Groep NV | 78,000 | $2.91M | 0.03% | −105,000−57.4% | Reduced |
| Barnett & Company, Inc. | 79,250 | $2.95M | 2.36% | −300−0.4% | Reduced |
| Susquehanna International Group, LLP | 80,134 | $2.98M | 0.01% | +19,509+32.2% | Added |
| Raymond James & Associates | 84,980 | $3.17M | 0.00% | +7,314+9.4% | Added |
| First Trust Advisors LP | 87,906 | $3.27M | 0.00% | +7,158+8.9% | Added |
| Spirit of America Management Corp | 102,474 | $3.82M | 0.87% | 00.0% | Unchanged |
| Wells Fargo & Company | 119,285 | $4.44M | 0.00% | −1,269−1.1% | Reduced |
| LPL Financial LLC | 138,661 | $5.17M | 0.00% | +33,066+31.3% | Added |
| Advisors Capital Management, LLC | 140,542 | $5.24M | 0.16% | −2,494−1.7% | Reduced |
| Walnut Private Equity Partners, LLC | 206,000 | $7.67M | 7.26% | +760.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 208,776 | $7.78M | 0.02% | −294−0.1% | Reduced |
| UBS Group AG | 254,395 | $9.48M | 0.00% | +61,541+31.9% | Added |
| Bridgecreek Investment Management, LLC | 269,200 | $10.0M | 2.08% | −200−0.1% | Reduced |
| Adams Asset Advisors, LLC | 300,090 | $11.2M | 1.69% | 00.0% | Unchanged |
| Bank of Montreal | 325,050 | $12.5M | 0.01% | −250−0.1% | Reduced |
| Allianz Asset Management GmbH | 363,608 | $13.5M | 0.01% | +340.0% | Added |
| Bank of America Corp | 417,867 | $15.6M | 0.00% | +19,646+4.9% | Added |
| Citigroup Inc | 418,277 | $15.6M | 0.02% | +168,368+67.4% | Added |
| Clearbridge Investments, LLC | 524,710 | $19.5M | 0.02% | −2,164−0.4% | Reduced |
| Bowen Hanes & Co Inc | 600,000 | $22.4M | 0.81% | 00.0% | Unchanged |
| Morgan Stanley | 816,879 | $30.4M | 0.00% | −174,725−17.6% | Reduced |
| Goldman Sachs Group Inc | 1,921,295 | $71.6M | 0.02% | −61,046−3.1% | Reduced |
| Invesco Ltd. | 7,638,388 | $284.5M | 0.09% | −132,356−1.7% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −101,157−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −14,772−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −14,163−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −11,289−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,329−100.0% | Sold out |
| Key Client Fiduciary Advisors, LLC | 0 | $0 | 0.00% | −9,690−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −5,369−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −4,932−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −5,016−100.0% | Sold out |
| Regentatlantic Capital LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −276−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −261−100.0% | Sold out |
| Spectrum Management Group, LLC | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Meristem Family Wealth, LLC | – | – | – | – | Not filed |