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, Q3 2022
Institutional positions in Sunoco LP as of Sep 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
- 169
- +2 vs. Q2 2022
- Shares held
- 16.4M
- −560.9K (−3.3%) vs. Q2 2022
- Total value
- $641.0M
- +$7.56M (+1.2%) vs. Q2 2022
- New holders
- 20
- 53 more added
- Sold out
- 18
- 40 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Invesco Ltd. | 7,571,964 | $295.1M | 0.10% | −66,424−0.9% | Reduced |
| Goldman Sachs Group Inc | 1,512,299 | $58.9M | 0.02% | −408,996−21.3% | Reduced |
| Morgan Stanley | 773,337 | $30.1M | 0.00% | −43,542−5.3% | Reduced |
| Bowen Hanes & Co Inc | 600,000 | $23.4M | 0.90% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 524,110 | $20.4M | 0.02% | −600−0.1% | Reduced |
| Bank of America Corp | 436,240 | $17.0M | 0.00% | +18,373+4.4% | Added |
| Citigroup Inc | 358,866 | $14.0M | 0.02% | −59,411−14.2% | Reduced |
| Allianz Asset Management GmbH | 357,705 | $13.9M | 0.03% | −5,903−1.6% | Reduced |
| Adams Asset Advisors, LLC | 300,090 | $11.7M | 1.81% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 269,225 | $10.5M | 2.24% | +250.0% | Added |
| UBS Group AG | 253,419 | $9.88M | 0.01% | −976−0.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 210,715 | $8.21M | 0.02% | +1,939+0.9% | Added |
| JPMorgan Chase & Co | 208,121 | $8.11M | 0.00% | +156,533+303.4% | Added |
| Walnut Private Equity Partners, LLC | 206,000 | $8.03M | 7.76% | 00.0% | Unchanged |
| LPL Financial LLC | 126,942 | $4.95M | 0.00% | −11,719−8.5% | Reduced |
| Bank of Montreal | 118,550 | $4.78M | 0.00% | −206,500−63.5% | Reduced |
| Wells Fargo & Company | 119,115 | $4.64M | 0.00% | −170−0.1% | Reduced |
| Advisors Capital Management, LLC | 100,690 | $4.32M | 0.12% | −39,852−28.4% | Reduced |
| Spirit of America Management Corp | 101,474 | $3.95M | 0.94% | −1,000−1.0% | Reduced |
| Natixis | 101,221 | $3.94M | 0.02% | +81,500+413.3% | Added |
| Valeo Financial Advisors, LLC | 99,644 | $3.88M | 0.25% | +99,644 | New |
| First Trust Advisors LP | 92,726 | $3.61M | 0.00% | +4,820+5.5% | Added |
| Recurrent Investment Advisors LLC | 92,455 | $3.60M | 0.97% | +14,555+18.7% | Added |
| Raymond James & Associates | 86,908 | $3.39M | 0.00% | +1,928+2.3% | Added |
| Barnett & Company, Inc. | 69,500 | $2.71M | 2.39% | −9,750−12.3% | Reduced |
| Advisor Group Holdings, Inc. | 68,995 | $2.69M | 0.01% | +6,684+10.7% | Added |
| Vident Investment Advisory, LLC | 51,919 | $2.02M | 0.07% | +909+1.8% | Added |
| Tortoise Index Solutions, LLC | 51,919 | $2.02M | 0.39% | +909+1.8% | Added |
| Waldron Private Wealth LLC | 50,000 | $1.95M | 0.12% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 49,340 | $1.92M | 1.53% | −210−0.4% | Reduced |
| HRT Financial LP | 44,316 | $1.73M | 0.02% | +44,316 | New |
| Sigma Planning Corp | 40,366 | $1.57M | 0.06% | +1,130+2.9% | Added |
| Bramshill Investments, LLC | 40,310 | $1.57M | 0.22% | +2,086+5.5% | Added |
| Private Advisor Group, LLC | 38,780 | $1.51M | 0.02% | −1,236−3.1% | Reduced |
| AE Wealth Management LLC | 38,111 | $1.49M | 0.01% | +623+1.7% | Added |
| Royal Bank of Canada | 37,402 | $1.46M | 0.00% | −15,283−29.0% | Reduced |
| Park Circle Co | 36,350 | $1.42M | 1.47% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 34,031 | $1.33M | 0.07% | +31+0.1% | Added |
| Apollon Wealth Management, LLC | 32,296 | $1.26M | 0.10% | +7,263+29.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 32,000 | $1.25M | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 31,686 | $1.24M | 0.00% | −4,616−12.7% | Reduced |
| Dividend Assets Capital, LLC | 31,471 | $1.21M | 0.28% | +2,719+9.5% | Added |
| Simplex Trading, LLC | 30,977 | $1.21M | 0.05% | +30,977 | New |
| PEAK6 Investments LLC | 29,199 | $1.14M | 0.04% | +21,276+268.5% | Added |
| Baird Financial Group, Inc. | 27,968 | $1.09M | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 26,830 | $1.05M | 0.00% | −53,304−66.5% | Reduced |
| XML Financial, LLC | 26,709 | $1.04M | 0.14% | +8,369+45.6% | Added |
| TCW Group Inc | 26,673 | $1.04M | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 25,640 | $999.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 25,435 | $991.0K | 0.00% | +11,157+78.1% | Added |
| HighTower Advisors, LLC | 24,133 | $939.0K | 0.00% | −951−3.8% | Reduced |
| Barclays PLC | 23,091 | $900.0K | 0.00% | +3,344+16.9% | Added |
| Lee Financial Co | 21,650 | $844.0K | 0.16% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 19,963 | $777.0K | 0.63% | −238−1.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 19,940 | $777.0K | 0.01% | +19,940 | New |
| Kestra Private Wealth Services, LLC | 18,785 | $732.0K | 0.04% | 00.0% | Unchanged |
| Creative Planning | 18,700 | $729.0K | 0.00% | +5,400+40.6% | Added |
| Quad-Cities Investment Group, LLC | 17,909 | $698.0K | 0.54% | +1,137+6.8% | Added |
| Atria Wealth Solutions, Inc. | 17,757 | $692.0K | 0.01% | −16,523−48.2% | Reduced |
| Commonwealth Equity Services, LLC | 17,669 | $688.0K | 0.00% | +1,814+11.4% | Added |
| Jane Street Group, LLC | 17,147 | $668.0K | 0.00% | −16,183−48.6% | Reduced |
| American Financial Group Inc | 15,500 | $604.0K | 0.21% | +500+3.3% | Added |
| Finer Wealth Management, Inc. | 15,101 | $588.0K | 0.58% | +1,463+10.7% | Added |
| McDonald Partners LLC | 15,000 | $585.0K | 0.22% | 00.0% | Unchanged |
| Kayne Anderson Capital Advisors LP | 14,900 | $581.0K | 0.02% | 00.0% | Unchanged |
| Blackstone Group Inc. | 14,900 | $581.0K | 0.00% | +14,900 | New |
| Cambridge Investment Research Advisors, Inc. | 14,536 | $566.0K | 0.00% | +1,485+11.4% | Added |
| Cresset Asset Management, LLC | 14,285 | $556.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 13,656 | $532.0K | 0.00% | −31,518−69.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,819 | $500.0K | 0.00% | +318+2.5% | Added |
| EP Wealth Advisors, LLC | 12,784 | $498.0K | 0.01% | +6,850+115.4% | Added |
| Stifel Financial Corp | 12,670 | $494.0K | 0.00% | +714+6.0% | Added |
| Ameriprise Financial Inc | 12,406 | $484.0K | 0.00% | +386+3.2% | Added |
| PSI Advisors, LLC | 12,231 | $477.0K | 0.25% | −975−7.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 12,000 | $468.0K | 0.08% | 00.0% | Unchanged |
| National Asset Management, Inc. | 11,857 | $463.0K | 0.01% | +47+0.4% | Added |
| WealthPlan Investment Management, LLC | 10,426 | $453.0K | 0.03% | +10,426 | New |
| Brookstone Capital Management | 11,354 | $444.0K | 0.01% | −1,779−13.5% | Reduced |
| SG Americas Securities, LLC | 11,168 | $435.0K | 0.01% | −11,089−49.8% | Reduced |
| Texas Yale Capital Corp. | 10,650 | $415.0K | 0.03% | 00.0% | Unchanged |
| Barr E S & Co | 10,525 | $410.0K | 0.04% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 10,521 | $410.0K | 0.07% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 10,500 | $409.0K | 0.06% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 10,490 | $408.8K | 0.11% | +200+1.9% | Added |
| BNP Paribas Arbitrage, SA | 10,483 | $408.5K | 0.00% | +3,930+60.0% | Added |
| International Assets Investment Management, LLC | 10,099 | $394.0K | 0.08% | −3,300−24.6% | Reduced |
| Anchor Investment Management, LLC | 9,978 | $388.8K | 0.06% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 9,600 | $374.0K | 0.06% | +575+6.4% | Added |
| Great Valley Advisor Group, Inc. | 9,413 | $367.0K | 0.02% | +1,047+12.5% | Added |
| Wedbush Securities Inc | 9,132 | $356.0K | 0.02% | +6+0.1% | Added |
| Davidson Trust Co | 9,000 | $351.0K | 0.34% | −1,300−12.6% | Reduced |
| Two Sigma Securities, LLC | 8,660 | $337.0K | 0.05% | +2,695+45.2% | Added |
| Tradition Wealth Management, LLC | 8,585 | $335.0K | 0.05% | +59+0.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 7,958 | $310.0K | 0.02% | +247+3.2% | Added |
| Lido Advisors, LLC | 7,690 | $299.0K | 0.01% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 7,600 | $296.0K | 0.26% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 7,520 | $294.0K | 0.16% | +7,520 | New |
| Independent Advisor Alliance | 7,496 | $292.0K | 0.02% | −2,999−28.6% | Reduced |
| GWM Advisors LLC | 7,074 | $276.0K | 0.00% | +168+2.4% | Added |
| Gladstone Institutional Advisory LLC | 7,050 | $275.0K | 0.02% | +7,050 | New |