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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 13,656 | $532.0K | 0.00% | −31,518−69.8% | Reduced |
| Cresset Asset Management, LLC | 14,285 | $556.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 14,536 | $566.0K | 0.00% | +1,485+11.4% | Added |
| 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 |
| McDonald Partners LLC | 15,000 | $585.0K | 0.22% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 15,101 | $588.0K | 0.58% | +1,463+10.7% | Added |
| American Financial Group Inc | 15,500 | $604.0K | 0.21% | +500+3.3% | Added |
| Jane Street Group, LLC | 17,147 | $668.0K | 0.00% | −16,183−48.6% | Reduced |
| Commonwealth Equity Services, LLC | 17,669 | $688.0K | 0.00% | +1,814+11.4% | Added |
| Atria Wealth Solutions, Inc. | 17,757 | $692.0K | 0.01% | −16,523−48.2% | Reduced |
| Quad-Cities Investment Group, LLC | 17,909 | $698.0K | 0.54% | +1,137+6.8% | Added |
| Creative Planning | 18,700 | $729.0K | 0.00% | +5,400+40.6% | Added |
| Kestra Private Wealth Services, LLC | 18,785 | $732.0K | 0.04% | 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 |
| Lee Financial Co | 21,650 | $844.0K | 0.16% | 00.0% | Unchanged |
| Barclays PLC | 23,091 | $900.0K | 0.00% | +3,344+16.9% | Added |
| HighTower Advisors, LLC | 24,133 | $939.0K | 0.00% | −951−3.8% | Reduced |
| Janney Montgomery Scott LLC | 25,435 | $991.0K | 0.00% | +11,157+78.1% | Added |
| The PNC Financial Services Group, Inc. | 25,640 | $999.0K | 0.00% | 00.0% | Unchanged |
| TCW Group Inc | 26,673 | $1.04M | 0.02% | 00.0% | Unchanged |
| XML Financial, LLC | 26,709 | $1.04M | 0.14% | +8,369+45.6% | Added |
| Susquehanna International Group, LLP | 26,830 | $1.05M | 0.00% | −53,304−66.5% | Reduced |
| Baird Financial Group, Inc. | 27,968 | $1.09M | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 29,199 | $1.14M | 0.04% | +21,276+268.5% | Added |
| Simplex Trading, LLC | 30,977 | $1.21M | 0.05% | +30,977 | New |
| Dividend Assets Capital, LLC | 31,471 | $1.21M | 0.28% | +2,719+9.5% | Added |
| First Republic Investment Management, Inc. | 31,686 | $1.24M | 0.00% | −4,616−12.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 32,000 | $1.25M | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 32,296 | $1.26M | 0.10% | +7,263+29.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 34,031 | $1.33M | 0.07% | +31+0.1% | Added |
| Park Circle Co | 36,350 | $1.42M | 1.47% | 00.0% | Unchanged |
| Royal Bank of Canada | 37,402 | $1.46M | 0.00% | −15,283−29.0% | Reduced |
| AE Wealth Management LLC | 38,111 | $1.49M | 0.01% | +623+1.7% | Added |
| Private Advisor Group, LLC | 38,780 | $1.51M | 0.02% | −1,236−3.1% | Reduced |
| Bramshill Investments, LLC | 40,310 | $1.57M | 0.22% | +2,086+5.5% | Added |
| Sigma Planning Corp | 40,366 | $1.57M | 0.06% | +1,130+2.9% | Added |
| HRT Financial LP | 44,316 | $1.73M | 0.02% | +44,316 | New |
| ELCO Management Co., LLC | 49,340 | $1.92M | 1.53% | −210−0.4% | Reduced |
| Waldron Private Wealth LLC | 50,000 | $1.95M | 0.12% | 00.0% | Unchanged |
| 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 |
| Advisor Group Holdings, Inc. | 68,995 | $2.69M | 0.01% | +6,684+10.7% | Added |
| Barnett & Company, Inc. | 69,500 | $2.71M | 2.39% | −9,750−12.3% | Reduced |
| Raymond James & Associates | 86,908 | $3.39M | 0.00% | +1,928+2.3% | Added |
| Recurrent Investment Advisors LLC | 92,455 | $3.60M | 0.97% | +14,555+18.7% | Added |
| First Trust Advisors LP | 92,726 | $3.61M | 0.00% | +4,820+5.5% | Added |
| Valeo Financial Advisors, LLC | 99,644 | $3.88M | 0.25% | +99,644 | New |
| Natixis | 101,221 | $3.94M | 0.02% | +81,500+413.3% | Added |
| Spirit of America Management Corp | 101,474 | $3.95M | 0.94% | −1,000−1.0% | Reduced |
| Advisors Capital Management, LLC | 100,690 | $4.32M | 0.12% | −39,852−28.4% | Reduced |
| Wells Fargo & Company | 119,115 | $4.64M | 0.00% | −170−0.1% | Reduced |
| Bank of Montreal | 118,550 | $4.78M | 0.00% | −206,500−63.5% | Reduced |
| LPL Financial LLC | 126,942 | $4.95M | 0.00% | −11,719−8.5% | Reduced |
| Walnut Private Equity Partners, LLC | 206,000 | $8.03M | 7.76% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 208,121 | $8.11M | 0.00% | +156,533+303.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 210,715 | $8.21M | 0.02% | +1,939+0.9% | Added |
| UBS Group AG | 253,419 | $9.88M | 0.01% | −976−0.4% | Reduced |
| Bridgecreek Investment Management, LLC | 269,225 | $10.5M | 2.24% | +250.0% | Added |
| Adams Asset Advisors, LLC | 300,090 | $11.7M | 1.81% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 357,705 | $13.9M | 0.03% | −5,903−1.6% | Reduced |
| Citigroup Inc | 358,866 | $14.0M | 0.02% | −59,411−14.2% | Reduced |
| Bank of America Corp | 436,240 | $17.0M | 0.00% | +18,373+4.4% | Added |
| Clearbridge Investments, LLC | 524,110 | $20.4M | 0.02% | −600−0.1% | Reduced |
| Bowen Hanes & Co Inc | 600,000 | $23.4M | 0.90% | 00.0% | Unchanged |
| Morgan Stanley | 773,337 | $30.1M | 0.00% | −43,542−5.3% | Reduced |
| Goldman Sachs Group Inc | 1,512,299 | $58.9M | 0.02% | −408,996−21.3% | Reduced |
| Invesco Ltd. | 7,571,964 | $295.1M | 0.10% | −66,424−0.9% | Reduced |
| ING Groep NV | 0 | $0 | 0.00% | −78,000−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −49,275−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −18,785−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,740−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −7,605−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −6,808−100.0% | Sold out |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −5,889−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −4,682−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,740−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −2,340−100.0% | Sold out |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −1,390−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −424−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Pinnacle Private Wealth, LLC | – | – | – | – | Not filed |