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 |
|---|---|---|---|---|---|
| FMR LLC | 2 | $88 | 0.00% | +2 | New |
| PFG Private Wealth Management, LLC | 3 | $132 | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 4 | $195 | 0.00% | +4 | New |
| Hexagon Capital Partners LLC | 9 | $395 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 13 | $569 | 0.00% | 00.0% | Unchanged |
| Rudius Management LP | 33 | $1.45K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 33 | $1.45K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 48 | $2.11K | 0.00% | +48 | New |
| Glen Eagle Advisors, LLC | 50 | $2.19K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 53 | $2.33K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 75 | $3.29K | 0.00% | +75 | New |
| Capital Management Associates | 100 | $4.39K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 118 | $5.16K | 0.00% | +2+1.7% | Added |
| Accel Wealth Management | 135 | $5.92K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 165 | $7.24K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 191 | $8.38K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 328 | $8.59K | 0.00% | −300−47.8% | Reduced |
| Allworth Financial LP | 200 | $8.78K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 200 | $8.78K | 0.00% | +200 | New |
| Geneos Wealth Management Inc. | 201 | $8.82K | 0.00% | +3+1.5% | Added |
| Byrne Asset Management LLC | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 300 | $13.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 331 | $14.5K | 0.00% | −356−51.8% | Reduced |
| Armstrong Advisory Group, Inc | 369 | $16.2K | 0.00% | +4+1.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 500 | $21.9K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 500 | $21.9K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 502 | $22.0K | 0.00% | +500+25,000.0% | Added |
| Gradient Investments LLC | 600 | $26.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 600 | $26.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 600 | $26.3K | 0.00% | +600 | New |
| Lee Financial Co | 650 | $28.5K | 0.00% | −21,000−97.0% | Reduced |
| Front Row Advisors LLC | 750 | $33.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 850 | $37.3K | 0.01% | +839+7,627.3% | Added |
| Private Trust Co NA | 850 | $37.3K | 0.01% | +200+30.8% | Added |
| Harbour Investments, Inc. | 965 | $42.4K | 0.00% | +372+62.7% | Added |
| ICA Group Wealth Management, LLC | 1,000 | $43.9K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,021 | $44.8K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,038 | $45.6K | 0.01% | +1,038 | New |
| EverSource Wealth Advisors, LLC | 1,084 | $47.6K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,200 | $52.7K | 0.00% | +1,200 | New |
| Sunbelt Securities, Inc. | 1,281 | $56.0K | 0.01% | +1,281 | New |
| Tower Research Capital LLC (TRC) | 1,345 | $59.0K | 0.00% | +1,250+1,315.8% | Added |
| CNB Bank | 1,350 | $59.3K | 0.04% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,400 | $61.4K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,500 | $65.8K | 0.00% | +500+50.0% | Added |
| Federation des caisses Desjardins du Quebec | 1,765 | $77.5K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,000 | $87.8K | 0.00% | +2,000 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $88.0K | 0.06% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,196 | $96.4K | 0.01% | +383+21.1% | Added |
| Parallel Advisors, LLC | 2,657 | $116.6K | 0.00% | +9+0.3% | Added |
| Salem Investment Counselors Inc | 2,666 | $117.0K | 0.00% | +642+31.7% | Added |
| Counterpoint Mutual Funds LLC | 2,682 | $117.7K | 0.10% | +2,682 | New |
| US Bancorp | 3,000 | $131.7K | 0.00% | −500−14.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,524 | $154.7K | 0.08% | −545−13.4% | Reduced |
| State of Wyoming | 3,957 | $173.7K | 0.06% | +2,539+179.1% | Added |
| Ameritas Advisory Services, LLC | 4,111 | $185.2K | 0.01% | +4,111 | New |
| Virtus Investment Advisers, Inc. | 4,380 | $192.2K | 0.13% | −150−3.3% | Reduced |
| Truist Financial Corp | 4,562 | $200.2K | 0.00% | −1,400−23.5% | Reduced |
| Arrow Investment Advisors, LLC | 4,586 | $201.3K | 0.15% | +4,586 | New |
| Brown Advisory Inc | 4,593 | $201.6K | 0.00% | +4,593 | New |
| MML Investors Services, LLC | 4,630 | $203.0K | 0.00% | +4,630 | New |
| Carnegie Capital Asset Management, LLC | 4,713 | $206.9K | 0.01% | −60−1.3% | Reduced |
| Two Sigma Securities, LLC | 4,795 | $210.5K | 0.02% | +4,795 | New |
| Centennial Wealth Advisory LLC | 4,834 | $212.2K | 0.11% | +82+1.7% | Added |
| Stratos Wealth Partners, LTD. | 4,877 | $214.1K | 0.01% | −1,237−20.2% | Reduced |
| Willis Investment Counsel | 4,883 | $214.3K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 5,207 | $228.5K | 0.03% | −3−0.1% | Reduced |
| Cetera Advisor Networks LLC | 5,416 | $237.7K | 0.00% | +28+0.5% | Added |
| Mutual Advisors, LLC | 5,673 | $249.0K | 0.01% | −246−4.2% | Reduced |
| M Holdings Securities, Inc. | 5,735 | $252.0K | 0.03% | +5,735 | New |
| Boston Private Wealth LLC | 5,786 | $253.9K | 0.00% | −738−11.3% | Reduced |
| HFG Advisors, Inc. | 5,790 | $254.1K | 0.29% | 00.0% | Unchanged |
| F&V Capital Management, LLC | 6,000 | $263.0K | 0.09% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 6,054 | $265.7K | 0.07% | +105+1.8% | Added |
| Americana Partners, LLC | 6,201 | $272.2K | 0.04% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 6,230 | $273.4K | 0.01% | +447+7.7% | Added |
| GWM Advisors LLC | 6,251 | $276.2K | 0.00% | −3,033−32.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,407 | $281.2K | 0.03% | −68−1.1% | Reduced |
| Independent Advisor Alliance | 6,728 | $295.3K | 0.01% | +6,728 | New |
| Monograph Wealth Advisors, LLC | 6,780 | $297.6K | 0.07% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 6,880 | $301.9K | 0.06% | −162−2.3% | Reduced |
| Cresset Asset Management, LLC | 6,988 | $306.7K | 0.01% | +6,988 | New |
| Synovus Financial Corp | 7,064 | $310.0K | 0.00% | +7,064 | New |
| Guggenheim Capital LLC | 7,361 | $323.1K | 0.00% | +557+8.2% | Added |
| Simplex Trading, LLC | 7,458 | $327.0K | 0.01% | −33,185−81.6% | Reduced |
| IPG Investment Advisors LLC | 7,500 | $329.2K | 0.08% | −1,620−17.8% | Reduced |
| Envestnet Asset Management Inc | 7,653 | $335.9K | 0.00% | −658−7.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 7,958 | $349.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 8,150 | $357.7K | 0.02% | +3,600+79.1% | Added |
| International Assets Investment Management, LLC | 8,169 | $358.5K | 0.05% | −6,528−44.4% | Reduced |
| Great Valley Advisor Group, Inc. | 8,437 | $370.3K | 0.02% | −893−9.6% | Reduced |
| Mariner, LLC | 8,472 | $372.0K | 0.00% | +1,034+13.9% | Added |
| IHT Wealth Management, LLC | 8,573 | $376.3K | 0.02% | +8,573 | New |
| Tradition Wealth Management, LLC | 8,696 | $382.0K | 0.05% | +54+0.6% | Added |
| Davidson Trust Co | 9,000 | $395.0K | 0.30% | 00.0% | Unchanged |
| Castleark Management LLC | 9,790 | $429.7K | 0.02% | +9,790 | New |
| Anchor Investment Management, LLC | 9,978 | $437.9K | 0.06% | 00.0% | Unchanged |
| Wedbush Securities Inc | 9,995 | $439.0K | 0.02% | +6+0.1% | Added |
| WealthPLAN Partners, LLC | 10,286 | $451.5K | 0.05% | +10+0.1% | Added |
| Baldwin Brothers Inc | 10,500 | $460.8K | 0.04% | 00.0% | Unchanged |