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, Q1 2023
Institutional positions in Sunoco LP as of Mar 31, 2023. 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
- 182
- +5 vs. Q4 2022
- Shares held
- 18.0M
- +428.8K (+2.4%) vs. Q4 2022
- Total value
- $793.1M
- +$35.9M (+4.7%) vs. Q4 2022
- New holders
- 28
- 53 more added
- Sold out
- 23
- 49 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Invesco Ltd. | 5,664,610 | $248.6M | 0.07% | −1,872,500−24.8% | Reduced |
| Goldman Sachs Group Inc | 2,509,949 | $110.2M | 0.03% | +977,307+63.8% | Added |
| Blackstone Group Inc. | 1,463,940 | $64.3M | 0.27% | +1,448,940+9,659.6% | Added |
| JPMorgan Chase & Co | 1,301,536 | $57.1M | 0.01% | −52,696−3.9% | Reduced |
| Morgan Stanley | 780,531 | $34.3M | 0.00% | −46,737−5.6% | Reduced |
| Bowen Hanes & Co Inc | 600,000 | $26.3M | 0.90% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 549,300 | $24.1M | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 333,258 | $14.6M | 0.02% | +2,232+0.7% | Added |
| Adams Asset Advisors, LLC | 300,090 | $13.2M | 1.76% | 00.0% | Unchanged |
| UBS Group AG | 293,266 | $12.9M | 0.01% | −30,298−9.4% | Reduced |
| Bridgecreek Investment Management, LLC | 256,825 | $11.3M | 2.32% | −3,100−1.2% | Reduced |
| Wells Fargo & Company | 243,953 | $10.7M | 0.00% | +476+0.2% | Added |
| Allianz Asset Management GmbH | 235,705 | $10.3M | 0.02% | −122,000−34.1% | Reduced |
| Bank of America Corp | 214,061 | $9.40M | 0.00% | +80,360+60.1% | Added |
| Walnut Private Equity Partners, LLC | 206,000 | $9.04M | 7.88% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 200,080 | $8.78M | 0.02% | +7,273+3.8% | Added |
| Recurrent Investment Advisors LLC | 157,066 | $6.89M | 1.36% | +5,795+3.8% | Added |
| EP Wealth Advisors, LLC | 65,471 | $6.85M | 0.14% | +60,115+1,122.4% | Added |
| LPL Financial LLC | 143,552 | $6.30M | 0.00% | +15,255+11.9% | Added |
| Citadel Advisors LLC | 125,035 | $5.49M | 0.01% | +121,038+3,028.2% | Added |
| Spirit of America Management Corp | 104,474 | $4.59M | 1.03% | +3,000+3.0% | Added |
| BNP Paribas Arbitrage, SA | 102,373 | $4.49M | 0.01% | −59,643−36.8% | Reduced |
| Natixis | 101,200 | $4.44M | 0.04% | −5,909−5.5% | Reduced |
| Valeo Financial Advisors, LLC | 99,644 | $4.37M | 0.21% | +99,644 | New |
| Raymond James & Associates | 91,369 | $4.01M | 0.00% | −546−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 71,435 | $3.14M | 0.01% | −310.0% | Reduced |
| Royal Bank of Canada | 69,403 | $3.05M | 0.00% | +20,874+43.0% | Added |
| First Trust Advisors LP | 66,392 | $2.91M | 0.00% | −16,654−20.1% | Reduced |
| Barnett & Company, Inc. | 64,700 | $2.84M | 2.16% | +500+0.8% | Added |
| Tortoise Index Solutions, LLC | 57,892 | $2.54M | 0.48% | −8,795−13.2% | Reduced |
| Susquehanna International Group, LLP | 51,009 | $2.24M | 0.00% | +5,384+11.8% | Added |
| ELCO Management Co., LLC | 50,995 | $2.24M | 1.63% | +1,655+3.4% | Added |
| Waldron Private Wealth LLC | 50,000 | $2.19M | 0.11% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 41,487 | $1.82M | 0.08% | +7,427+21.8% | Added |
| Private Advisor Group, LLC | 40,313 | $1.77M | 0.02% | −15,098−27.2% | Reduced |
| Sigma Planning Corp | 40,154 | $1.76M | 0.06% | −281−0.7% | Reduced |
| Bramshill Investments, LLC | 39,826 | $1.75M | 0.21% | +720+1.8% | Added |
| Park Circle Co | 36,350 | $1.60M | 1.55% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 33,600 | $1.47M | 0.09% | +2,292+7.3% | Added |
| GraniteShares Advisors LLC | 33,205 | $1.46M | 1.29% | +18,652+128.2% | Added |
| Cascade Investment Group, Inc. | 31,165 | $1.37M | 1.35% | −1,100−3.4% | Reduced |
| Dividend Assets Capital, LLC | 34,967 | $1.21M | 0.26% | 00.0% | Unchanged |
| TCW Group Inc | 26,421 | $1.16M | 0.01% | −252−0.9% | Reduced |
| Baird Financial Group, Inc. | 26,401 | $1.16M | 0.00% | −354−1.3% | Reduced |
| The PNC Financial Services Group, Inc. | 25,640 | $1.13M | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 25,388 | $1.11M | 0.03% | 00.0% | Unchanged |
| XML Financial, LLC | 25,372 | $1.11M | 0.14% | −81−0.3% | Reduced |
| AE Wealth Management LLC | 24,995 | $1.10M | 0.01% | −13,130−34.4% | Reduced |
| HighTower Advisors, LLC | 23,237 | $1.02M | 0.00% | +24+0.1% | Added |
| Commonwealth Equity Services, LLC | 22,325 | $979.0K | 0.00% | +3,617+19.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,371 | $938.0K | 0.00% | +339+1.6% | Added |
| Acadian Asset Management LLC | 20,562 | $902.0K | 0.00% | +13,367+185.8% | Added |
| Fractal Investments LLC | 20,000 | $877.8K | 0.20% | +20,000 | New |
| Atria Wealth Solutions, Inc. | 19,341 | $848.9K | 0.01% | +1,183+6.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 19,000 | $833.9K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 18,386 | $807.0K | 0.00% | −13,405−42.2% | Reduced |
| Quad-Cities Investment Group, LLC | 17,981 | $789.2K | 0.55% | −47−0.3% | Reduced |
| Janney Montgomery Scott LLC | 17,928 | $787.0K | 0.00% | −7,783−30.3% | Reduced |
| Kestra Private Wealth Services, LLC | 17,535 | $769.6K | 0.03% | +17,535 | New |
| Mercer Global Advisors Inc | 17,092 | $750.0K | 0.00% | +6,058+54.9% | Added |
| CI Private Wealth, LLC | 16,423 | $720.8K | 0.00% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 15,578 | $683.7K | 0.58% | +444+2.9% | Added |
| PEAK6 Investments LLC | 15,512 | $680.8K | 0.04% | +15,512 | New |
| American Financial Group Inc | 15,500 | $680.0K | 0.21% | 00.0% | Unchanged |
| McDonald Partners LLC | 15,000 | $658.4K | 0.21% | 00.0% | Unchanged |
| Kayne Anderson Capital Advisors LP | 14,900 | $654.0K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,787 | $649.0K | 0.00% | −4,247−22.3% | Reduced |
| Stifel Financial Corp | 14,456 | $634.4K | 0.00% | −1,504−9.4% | Reduced |
| Focus Financial Network, Inc. | 14,023 | $615.5K | 0.04% | +14,023 | New |
| SG Americas Securities, LLC | 13,672 | $600.0K | 0.01% | −699−4.9% | Reduced |
| National Asset Management, Inc. | 13,372 | $586.9K | 0.02% | −195−1.4% | Reduced |
| Group One Trading, L.P. | 12,558 | $551.2K | 0.03% | +12,558 | New |
| Mirae Asset Global Investments Co., Ltd. | 12,154 | $533.4K | 0.00% | +315+2.7% | Added |
| Brookstone Capital Management | 11,483 | $527.3K | 0.01% | −465−3.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 12,000 | $526.7K | 0.07% | 00.0% | Unchanged |
| Creative Planning | 11,891 | $521.9K | 0.00% | −10,078−45.9% | Reduced |
| Ameriprise Financial Inc | 11,767 | $516.5K | 0.00% | +110+0.9% | Added |
| Good Life Advisors, LLC | 10,948 | $480.5K | 0.06% | +568+5.5% | Added |
| PSI Advisors, LLC | 10,814 | $474.6K | 0.23% | +548+5.3% | Added |
| Barclays PLC | 10,759 | $472.2K | 0.00% | −18,160−62.8% | Reduced |
| Texas Yale Capital Corp. | 10,650 | $467.4K | 0.02% | 00.0% | Unchanged |
| Barr E S & Co | 10,525 | $461.9K | 0.04% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 10,500 | $460.8K | 0.04% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 10,286 | $451.5K | 0.05% | +10+0.1% | Added |
| Wedbush Securities Inc | 9,995 | $439.0K | 0.02% | +6+0.1% | Added |
| Anchor Investment Management, LLC | 9,978 | $437.9K | 0.06% | 00.0% | Unchanged |
| Castleark Management LLC | 9,790 | $429.7K | 0.02% | +9,790 | New |
| Davidson Trust Co | 9,000 | $395.0K | 0.30% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 8,696 | $382.0K | 0.05% | +54+0.6% | Added |
| IHT Wealth Management, LLC | 8,573 | $376.3K | 0.02% | +8,573 | New |
| Mariner, LLC | 8,472 | $372.0K | 0.00% | +1,034+13.9% | Added |
| Great Valley Advisor Group, Inc. | 8,437 | $370.3K | 0.02% | −893−9.6% | Reduced |
| International Assets Investment Management, LLC | 8,169 | $358.5K | 0.05% | −6,528−44.4% | Reduced |
| Money Concepts Capital Corp | 8,150 | $357.7K | 0.02% | +3,600+79.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 7,958 | $349.0K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 7,653 | $335.9K | 0.00% | −658−7.9% | Reduced |
| IPG Investment Advisors LLC | 7,500 | $329.2K | 0.08% | −1,620−17.8% | Reduced |
| Simplex Trading, LLC | 7,458 | $327.0K | 0.01% | −33,185−81.6% | Reduced |
| Guggenheim Capital LLC | 7,361 | $323.1K | 0.00% | +557+8.2% | Added |
| Synovus Financial Corp | 7,064 | $310.0K | 0.00% | +7,064 | New |