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, Q4 2022
Institutional positions in Sunoco LP as of Dec 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
- 179
- +15 vs. Q3 2022
- Shares held
- 17.6M
- +1.15M (+7.0%) vs. Q3 2022
- Total value
- $757.6M
- +$117.2M (+18.3%) vs. Q3 2022
- New holders
- 38
- 61 more added
- Sold out
- 23
- 32 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Invesco Ltd. | 7,537,110 | $324.8M | 0.10% | −34,854−0.5% | Reduced |
| Goldman Sachs Group Inc | 1,532,642 | $66.1M | 0.02% | +20,343+1.3% | Added |
| JPMorgan Chase & Co | 1,354,232 | $58.4M | 0.01% | +1,146,111+550.7% | Added |
| Morgan Stanley | 827,268 | $35.7M | 0.00% | +53,931+7.0% | Added |
| Bowen Hanes & Co Inc | 600,000 | $25.9M | 0.92% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 549,300 | $23.7M | 0.02% | +25,190+4.8% | Added |
| Allianz Asset Management GmbH | 357,705 | $15.4M | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 331,026 | $14.3M | 0.02% | −27,840−7.8% | Reduced |
| UBS Group AG | 323,564 | $13.9M | 0.01% | +70,145+27.7% | Added |
| Adams Asset Advisors, LLC | 300,090 | $12.9M | 1.73% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 259,925 | $11.2M | 2.50% | −9,300−3.5% | Reduced |
| Wells Fargo & Company | 243,477 | $10.5M | 0.00% | +124,362+104.4% | Added |
| Walnut Private Equity Partners, LLC | 206,000 | $8.88M | 8.43% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 192,807 | $8.31M | 0.02% | −17,908−8.5% | Reduced |
| Tortoise Index Solutions, LLC | 66,687 | $7.86M | 2.77% | +14,768+28.4% | Added |
| BNP Paribas Arbitrage, SA | 162,016 | $6.98M | 0.02% | +151,533+1,445.5% | Added |
| Recurrent Investment Advisors LLC | 151,271 | $6.52M | 1.39% | +58,816+63.6% | Added |
| Bank of America Corp | 133,701 | $5.76M | 0.00% | −302,539−69.4% | Reduced |
| LPL Financial LLC | 128,297 | $5.53M | 0.00% | +1,355+1.1% | Added |
| Natixis | 107,109 | $4.62M | 0.03% | +5,888+5.8% | Added |
| Spirit of America Management Corp | 101,474 | $4.37M | 0.98% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 99,810 | $4.30M | 0.12% | −880−0.9% | Reduced |
| Raymond James & Associates | 91,915 | $3.96M | 0.00% | +5,007+5.8% | Added |
| First Trust Advisors LP | 83,046 | $3.58M | 0.00% | −9,680−10.4% | Reduced |
| Advisor Group Holdings, Inc. | 71,466 | $3.08M | 0.01% | +2,471+3.6% | Added |
| Barnett & Company, Inc. | 64,200 | $2.77M | 2.11% | −5,300−7.6% | Reduced |
| ELCO Management Co., LLC | 49,340 | $2.13M | 1.60% | 00.0% | Unchanged |
| Royal Bank of Canada | 48,529 | $2.09M | 0.00% | +11,127+29.7% | Added |
| Susquehanna International Group, LLP | 45,625 | $1.97M | 0.00% | +18,795+70.1% | Added |
| Waldron Private Wealth LLC | 50,000 | $1.95M | 0.12% | 00.0% | Unchanged |
| Simplex Trading, LLC | 40,643 | $1.75M | 0.08% | +9,666+31.2% | Added |
| Sigma Planning Corp | 40,435 | $1.74M | 0.06% | +69+0.2% | Added |
| Bramshill Investments, LLC | 39,106 | $1.69M | 0.20% | −1,204−3.0% | Reduced |
| AE Wealth Management LLC | 38,125 | $1.64M | 0.01% | +140.0% | Added |
| Jump Financial, LLC | 36,375 | $1.57M | 0.08% | +36,375 | New |
| Park Circle Co | 36,350 | $1.57M | 1.53% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 34,060 | $1.47M | 0.07% | +29+0.1% | Added |
| Cascade Investment Group, Inc. | 32,265 | $1.39M | 1.45% | +32,265 | New |
| First Republic Investment Management, Inc. | 31,791 | $1.37M | 0.00% | +105+0.3% | Added |
| Apollon Wealth Management, LLC | 31,308 | $1.35M | 0.10% | −988−3.1% | Reduced |
| Barclays PLC | 28,919 | $1.25M | 0.00% | +5,828+25.2% | Added |
| Dividend Assets Capital, LLC | 34,967 | $1.21M | 0.26% | +3,496+11.1% | Added |
| Baird Financial Group, Inc. | 26,755 | $1.15M | 0.00% | −1,213−4.3% | Reduced |
| TCW Group Inc | 26,673 | $1.15M | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 25,711 | $1.11M | 0.00% | +276+1.1% | Added |
| The PNC Financial Services Group, Inc. | 25,640 | $1.11M | 0.00% | 00.0% | Unchanged |
| XML Financial, LLC | 25,453 | $1.10M | 0.14% | −1,256−4.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 25,388 | $1.09M | 0.02% | +5,448+27.3% | Added |
| HighTower Advisors, LLC | 23,213 | $999.0K | 0.00% | −920−3.8% | Reduced |
| Creative Planning | 21,969 | $946.9K | 0.00% | +3,269+17.5% | Added |
| Lee Financial Co | 21,650 | $933.1K | 0.16% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 21,032 | $907.0K | 0.00% | +6,496+44.7% | Added |
| Jane Street Group, LLC | 19,034 | $820.4K | 0.00% | +1,887+11.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 19,000 | $818.9K | 0.00% | −13,000−40.6% | Reduced |
| Virtu Financial LLC | 18,980 | $818.0K | 0.11% | +18,980 | New |
| Commonwealth Equity Services, LLC | 18,708 | $806.0K | 0.00% | +1,039+5.9% | Added |
| Atria Wealth Solutions, Inc. | 18,158 | $782.6K | 0.01% | +401+2.3% | Added |
| Quad-Cities Investment Group, LLC | 18,028 | $777.0K | 0.57% | +119+0.7% | Added |
| CI Private Wealth, LLC | 16,423 | $707.8K | 0.00% | +16,423 | New |
| Stifel Financial Corp | 15,960 | $687.9K | 0.00% | +3,290+26.0% | Added |
| American Financial Group Inc | 15,500 | $668.0K | 0.22% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 15,134 | $652.3K | 0.61% | +33+0.2% | Added |
| McDonald Partners LLC | 15,000 | $646.5K | 0.22% | 00.0% | Unchanged |
| Blackstone Group Inc. | 15,000 | $646.5K | 0.00% | +100+0.7% | Added |
| Kayne Anderson Capital Advisors LP | 14,900 | $642.2K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 14,697 | $633.5K | 0.07% | +4,598+45.5% | Added |
| GraniteShares Advisors LLC | 14,553 | $627.2K | 0.52% | −5,410−27.1% | Reduced |
| SG Americas Securities, LLC | 14,371 | $619.0K | 0.01% | +3,203+28.7% | Added |
| National Asset Management, Inc. | 13,567 | $584.7K | 0.02% | +1,710+14.4% | Added |
| Brookstone Capital Management | 11,948 | $524.3K | 0.01% | +594+5.2% | Added |
| Hudson Valley Investment Advisors Inc | 12,000 | $517.2K | 0.08% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 11,839 | $510.3K | 0.00% | −980−7.6% | Reduced |
| Ameriprise Financial Inc | 11,657 | $503.0K | 0.00% | −749−6.0% | Reduced |
| WealthPLAN Partners, LLC | 10,276 | $483.6K | 0.03% | +10,276 | New |
| WealthPlan Investment Management, LLC | 10,276 | $482.2K | 0.03% | −150−1.4% | Reduced |
| Mercer Global Advisors Inc | 11,034 | $476.0K | 0.00% | +5,000+82.9% | Added |
| Texas Yale Capital Corp. | 10,650 | $459.0K | 0.03% | 00.0% | Unchanged |
| Barr E S & Co | 10,525 | $453.6K | 0.04% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 10,500 | $452.6K | 0.04% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 10,380 | $447.4K | 0.06% | +780+8.1% | Added |
| PSI Advisors, LLC | 10,266 | $442.4K | 0.24% | −1,965−16.1% | Reduced |
| Wedbush Securities Inc | 9,989 | $431.0K | 0.02% | +857+9.4% | Added |
| Anchor Investment Management, LLC | 9,978 | $430.1K | 0.06% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 9,330 | $402.1K | 0.02% | −83−0.9% | Reduced |
| GWM Advisors LLC | 9,284 | $400.1K | 0.01% | +2,210+31.2% | Added |
| IPG Investment Advisors LLC | 9,120 | $393.1K | 0.11% | −1,370−13.1% | Reduced |
| Davidson Trust Co | 9,000 | $387.9K | 0.34% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 8,642 | $372.0K | 0.05% | +57+0.7% | Added |
| Envestnet Asset Management Inc | 8,311 | $358.2K | 0.00% | +1,292+18.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 7,958 | $343.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 7,918 | $341.3K | 0.00% | +7,918 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,595 | $327.3K | 0.09% | +7,595 | New |
| Mariner, LLC | 7,438 | $321.0K | 0.00% | +1,931+35.1% | Added |
| Acadian Asset Management LLC | 7,195 | $310.0K | 0.00% | −6,461−47.3% | Reduced |
| TownSquare Capital, LLC | 7,159 | $308.5K | 0.01% | +7,159 | New |
| Patriot Financial Group Insurance Agency, LLC | 7,042 | $303.5K | 0.07% | +73+1.0% | Added |
| Security National Bank of Sioux City Iowa | 7,000 | $302.0K | 0.23% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 6,804 | $293.3K | 0.00% | +1,220+21.8% | Added |
| Monograph Wealth Advisors, LLC | 6,780 | $292.0K | 0.08% | +6,780 | New |
| Boston Private Wealth LLC | 6,524 | $281.2K | 0.00% | +1,298+24.8% | Added |