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 |
|---|---|---|---|---|---|
| Baldwin Brothers Inc | 10,500 | $452.6K | 0.04% | 00.0% | Unchanged |
| Barr E S & Co | 10,525 | $453.6K | 0.04% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 10,650 | $459.0K | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 11,034 | $476.0K | 0.00% | +5,000+82.9% | Added |
| WealthPlan Investment Management, LLC | 10,276 | $482.2K | 0.03% | −150−1.4% | Reduced |
| WealthPLAN Partners, LLC | 10,276 | $483.6K | 0.03% | +10,276 | New |
| Ameriprise Financial Inc | 11,657 | $503.0K | 0.00% | −749−6.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,839 | $510.3K | 0.00% | −980−7.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 12,000 | $517.2K | 0.08% | 00.0% | Unchanged |
| Brookstone Capital Management | 11,948 | $524.3K | 0.01% | +594+5.2% | Added |
| National Asset Management, Inc. | 13,567 | $584.7K | 0.02% | +1,710+14.4% | Added |
| SG Americas Securities, LLC | 14,371 | $619.0K | 0.01% | +3,203+28.7% | Added |
| GraniteShares Advisors LLC | 14,553 | $627.2K | 0.52% | −5,410−27.1% | Reduced |
| International Assets Investment Management, LLC | 14,697 | $633.5K | 0.07% | +4,598+45.5% | Added |
| Kayne Anderson Capital Advisors LP | 14,900 | $642.2K | 0.02% | 00.0% | Unchanged |
| 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 |
| Finer Wealth Management, Inc. | 15,134 | $652.3K | 0.61% | +33+0.2% | Added |
| American Financial Group Inc | 15,500 | $668.0K | 0.22% | 00.0% | Unchanged |
| Stifel Financial Corp | 15,960 | $687.9K | 0.00% | +3,290+26.0% | Added |
| CI Private Wealth, LLC | 16,423 | $707.8K | 0.00% | +16,423 | New |
| Quad-Cities Investment Group, LLC | 18,028 | $777.0K | 0.57% | +119+0.7% | Added |
| Atria Wealth Solutions, Inc. | 18,158 | $782.6K | 0.01% | +401+2.3% | Added |
| Commonwealth Equity Services, LLC | 18,708 | $806.0K | 0.00% | +1,039+5.9% | Added |
| Virtu Financial LLC | 18,980 | $818.0K | 0.11% | +18,980 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 19,000 | $818.9K | 0.00% | −13,000−40.6% | Reduced |
| Jane Street Group, LLC | 19,034 | $820.4K | 0.00% | +1,887+11.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,032 | $907.0K | 0.00% | +6,496+44.7% | Added |
| Lee Financial Co | 21,650 | $933.1K | 0.16% | 00.0% | Unchanged |
| Creative Planning | 21,969 | $946.9K | 0.00% | +3,269+17.5% | Added |
| HighTower Advisors, LLC | 23,213 | $999.0K | 0.00% | −920−3.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 25,388 | $1.09M | 0.02% | +5,448+27.3% | Added |
| XML Financial, LLC | 25,453 | $1.10M | 0.14% | −1,256−4.7% | Reduced |
| The PNC Financial Services Group, Inc. | 25,640 | $1.11M | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 25,711 | $1.11M | 0.00% | +276+1.1% | Added |
| TCW Group Inc | 26,673 | $1.15M | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 26,755 | $1.15M | 0.00% | −1,213−4.3% | Reduced |
| Dividend Assets Capital, LLC | 34,967 | $1.21M | 0.26% | +3,496+11.1% | Added |
| Barclays PLC | 28,919 | $1.25M | 0.00% | +5,828+25.2% | Added |
| Apollon Wealth Management, LLC | 31,308 | $1.35M | 0.10% | −988−3.1% | Reduced |
| First Republic Investment Management, Inc. | 31,791 | $1.37M | 0.00% | +105+0.3% | Added |
| Cascade Investment Group, Inc. | 32,265 | $1.39M | 1.45% | +32,265 | New |
| U.S. Capital Wealth Advisors, LLC | 34,060 | $1.47M | 0.07% | +29+0.1% | Added |
| Park Circle Co | 36,350 | $1.57M | 1.53% | 00.0% | Unchanged |
| Jump Financial, LLC | 36,375 | $1.57M | 0.08% | +36,375 | New |
| AE Wealth Management LLC | 38,125 | $1.64M | 0.01% | +140.0% | Added |
| Bramshill Investments, LLC | 39,106 | $1.69M | 0.20% | −1,204−3.0% | Reduced |
| Sigma Planning Corp | 40,435 | $1.74M | 0.06% | +69+0.2% | Added |
| Simplex Trading, LLC | 40,643 | $1.75M | 0.08% | +9,666+31.2% | Added |
| Waldron Private Wealth LLC | 50,000 | $1.95M | 0.12% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 45,625 | $1.97M | 0.00% | +18,795+70.1% | Added |
| Royal Bank of Canada | 48,529 | $2.09M | 0.00% | +11,127+29.7% | Added |
| ELCO Management Co., LLC | 49,340 | $2.13M | 1.60% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 64,200 | $2.77M | 2.11% | −5,300−7.6% | Reduced |
| Advisor Group Holdings, Inc. | 71,466 | $3.08M | 0.01% | +2,471+3.6% | Added |
| First Trust Advisors LP | 83,046 | $3.58M | 0.00% | −9,680−10.4% | Reduced |
| Raymond James & Associates | 91,915 | $3.96M | 0.00% | +5,007+5.8% | Added |
| Advisors Capital Management, LLC | 99,810 | $4.30M | 0.12% | −880−0.9% | Reduced |
| Spirit of America Management Corp | 101,474 | $4.37M | 0.98% | 00.0% | Unchanged |
| Natixis | 107,109 | $4.62M | 0.03% | +5,888+5.8% | Added |
| LPL Financial LLC | 128,297 | $5.53M | 0.00% | +1,355+1.1% | Added |
| Bank of America Corp | 133,701 | $5.76M | 0.00% | −302,539−69.4% | Reduced |
| Recurrent Investment Advisors LLC | 151,271 | $6.52M | 1.39% | +58,816+63.6% | Added |
| BNP Paribas Arbitrage, SA | 162,016 | $6.98M | 0.02% | +151,533+1,445.5% | Added |
| Tortoise Index Solutions, LLC | 66,687 | $7.86M | 2.77% | +14,768+28.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 192,807 | $8.31M | 0.02% | −17,908−8.5% | Reduced |
| Walnut Private Equity Partners, LLC | 206,000 | $8.88M | 8.43% | 00.0% | Unchanged |
| Wells Fargo & Company | 243,477 | $10.5M | 0.00% | +124,362+104.4% | Added |
| Bridgecreek Investment Management, LLC | 259,925 | $11.2M | 2.50% | −9,300−3.5% | Reduced |
| Adams Asset Advisors, LLC | 300,090 | $12.9M | 1.73% | 00.0% | Unchanged |
| UBS Group AG | 323,564 | $13.9M | 0.01% | +70,145+27.7% | Added |
| Citigroup Inc | 331,026 | $14.3M | 0.02% | −27,840−7.8% | Reduced |
| Allianz Asset Management GmbH | 357,705 | $15.4M | 0.03% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 549,300 | $23.7M | 0.02% | +25,190+4.8% | Added |
| Bowen Hanes & Co Inc | 600,000 | $25.9M | 0.92% | 00.0% | Unchanged |
| Morgan Stanley | 827,268 | $35.7M | 0.00% | +53,931+7.0% | Added |
| JPMorgan Chase & Co | 1,354,232 | $58.4M | 0.01% | +1,146,111+550.7% | Added |
| Goldman Sachs Group Inc | 1,532,642 | $66.1M | 0.02% | +20,343+1.3% | Added |
| Invesco Ltd. | 7,537,110 | $324.8M | 0.10% | −34,854−0.5% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −478−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −118,550−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −99,644−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −51,919−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −44,316−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −29,199−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −18,785−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −14,285−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,660−100.0% | Sold out |
| Spreng Capital Management, Inc. | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Ameliora Wealth Management Ltd. | 0 | $0 | 0.00% | −7,520−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −7,496−100.0% | Sold out |
| Salient Capital Advisors, LLC | 0 | $0 | 0.00% | −6,024−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −5,801−100.0% | Sold out |
| Arrow Investment Advisors, LLC | 0 | $0 | 0.00% | −5,364−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −5,270−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −1,981−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −1,888−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Professional Financial Advisors, LLC | 0 | $0 | 0.00% | −452−100.0% | Sold out |