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 |
|---|---|---|---|---|---|
| Barr E S & Co | 10,525 | $461.9K | 0.04% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 10,650 | $467.4K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 10,759 | $472.2K | 0.00% | −18,160−62.8% | Reduced |
| PSI Advisors, LLC | 10,814 | $474.6K | 0.23% | +548+5.3% | Added |
| Good Life Advisors, LLC | 10,948 | $480.5K | 0.06% | +568+5.5% | Added |
| Ameriprise Financial Inc | 11,767 | $516.5K | 0.00% | +110+0.9% | Added |
| Creative Planning | 11,891 | $521.9K | 0.00% | −10,078−45.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 12,000 | $526.7K | 0.07% | 00.0% | Unchanged |
| Brookstone Capital Management | 11,483 | $527.3K | 0.01% | −465−3.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,154 | $533.4K | 0.00% | +315+2.7% | Added |
| Group One Trading, L.P. | 12,558 | $551.2K | 0.03% | +12,558 | New |
| National Asset Management, Inc. | 13,372 | $586.9K | 0.02% | −195−1.4% | Reduced |
| SG Americas Securities, LLC | 13,672 | $600.0K | 0.01% | −699−4.9% | Reduced |
| Focus Financial Network, Inc. | 14,023 | $615.5K | 0.04% | +14,023 | New |
| Stifel Financial Corp | 14,456 | $634.4K | 0.00% | −1,504−9.4% | Reduced |
| Jane Street Group, LLC | 14,787 | $649.0K | 0.00% | −4,247−22.3% | Reduced |
| Kayne Anderson Capital Advisors LP | 14,900 | $654.0K | 0.02% | 00.0% | Unchanged |
| McDonald Partners LLC | 15,000 | $658.4K | 0.21% | 00.0% | Unchanged |
| American Financial Group Inc | 15,500 | $680.0K | 0.21% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 15,512 | $680.8K | 0.04% | +15,512 | New |
| Finer Wealth Management, Inc. | 15,578 | $683.7K | 0.58% | +444+2.9% | Added |
| CI Private Wealth, LLC | 16,423 | $720.8K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 17,092 | $750.0K | 0.00% | +6,058+54.9% | Added |
| Kestra Private Wealth Services, LLC | 17,535 | $769.6K | 0.03% | +17,535 | New |
| Janney Montgomery Scott LLC | 17,928 | $787.0K | 0.00% | −7,783−30.3% | Reduced |
| Quad-Cities Investment Group, LLC | 17,981 | $789.2K | 0.55% | −47−0.3% | Reduced |
| First Republic Investment Management, Inc. | 18,386 | $807.0K | 0.00% | −13,405−42.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 19,000 | $833.9K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 19,341 | $848.9K | 0.01% | +1,183+6.5% | Added |
| Fractal Investments LLC | 20,000 | $877.8K | 0.20% | +20,000 | New |
| Acadian Asset Management LLC | 20,562 | $902.0K | 0.00% | +13,367+185.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,371 | $938.0K | 0.00% | +339+1.6% | Added |
| Commonwealth Equity Services, LLC | 22,325 | $979.0K | 0.00% | +3,617+19.3% | Added |
| HighTower Advisors, LLC | 23,237 | $1.02M | 0.00% | +24+0.1% | Added |
| AE Wealth Management LLC | 24,995 | $1.10M | 0.01% | −13,130−34.4% | Reduced |
| XML Financial, LLC | 25,372 | $1.11M | 0.14% | −81−0.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 25,388 | $1.11M | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 25,640 | $1.13M | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 26,401 | $1.16M | 0.00% | −354−1.3% | Reduced |
| TCW Group Inc | 26,421 | $1.16M | 0.01% | −252−0.9% | Reduced |
| Dividend Assets Capital, LLC | 34,967 | $1.21M | 0.26% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 31,165 | $1.37M | 1.35% | −1,100−3.4% | Reduced |
| GraniteShares Advisors LLC | 33,205 | $1.46M | 1.29% | +18,652+128.2% | Added |
| Apollon Wealth Management, LLC | 33,600 | $1.47M | 0.09% | +2,292+7.3% | Added |
| Park Circle Co | 36,350 | $1.60M | 1.55% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 39,826 | $1.75M | 0.21% | +720+1.8% | Added |
| Sigma Planning Corp | 40,154 | $1.76M | 0.06% | −281−0.7% | Reduced |
| Private Advisor Group, LLC | 40,313 | $1.77M | 0.02% | −15,098−27.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 41,487 | $1.82M | 0.08% | +7,427+21.8% | Added |
| Waldron Private Wealth LLC | 50,000 | $2.19M | 0.11% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 50,995 | $2.24M | 1.63% | +1,655+3.4% | Added |
| Susquehanna International Group, LLP | 51,009 | $2.24M | 0.00% | +5,384+11.8% | Added |
| Tortoise Index Solutions, LLC | 57,892 | $2.54M | 0.48% | −8,795−13.2% | Reduced |
| Barnett & Company, Inc. | 64,700 | $2.84M | 2.16% | +500+0.8% | Added |
| First Trust Advisors LP | 66,392 | $2.91M | 0.00% | −16,654−20.1% | Reduced |
| Royal Bank of Canada | 69,403 | $3.05M | 0.00% | +20,874+43.0% | Added |
| Advisor Group Holdings, Inc. | 71,435 | $3.14M | 0.01% | −310.0% | Reduced |
| Raymond James & Associates | 91,369 | $4.01M | 0.00% | −546−0.6% | Reduced |
| Valeo Financial Advisors, LLC | 99,644 | $4.37M | 0.21% | +99,644 | New |
| Natixis | 101,200 | $4.44M | 0.04% | −5,909−5.5% | Reduced |
| BNP Paribas Arbitrage, SA | 102,373 | $4.49M | 0.01% | −59,643−36.8% | Reduced |
| Spirit of America Management Corp | 104,474 | $4.59M | 1.03% | +3,000+3.0% | Added |
| Citadel Advisors LLC | 125,035 | $5.49M | 0.01% | +121,038+3,028.2% | Added |
| LPL Financial LLC | 143,552 | $6.30M | 0.00% | +15,255+11.9% | Added |
| EP Wealth Advisors, LLC | 65,471 | $6.85M | 0.14% | +60,115+1,122.4% | Added |
| Recurrent Investment Advisors LLC | 157,066 | $6.89M | 1.36% | +5,795+3.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 200,080 | $8.78M | 0.02% | +7,273+3.8% | Added |
| Walnut Private Equity Partners, LLC | 206,000 | $9.04M | 7.88% | 00.0% | Unchanged |
| Bank of America Corp | 214,061 | $9.40M | 0.00% | +80,360+60.1% | Added |
| Allianz Asset Management GmbH | 235,705 | $10.3M | 0.02% | −122,000−34.1% | Reduced |
| Wells Fargo & Company | 243,953 | $10.7M | 0.00% | +476+0.2% | Added |
| Bridgecreek Investment Management, LLC | 256,825 | $11.3M | 2.32% | −3,100−1.2% | Reduced |
| UBS Group AG | 293,266 | $12.9M | 0.01% | −30,298−9.4% | Reduced |
| Adams Asset Advisors, LLC | 300,090 | $13.2M | 1.76% | 00.0% | Unchanged |
| Citigroup Inc | 333,258 | $14.6M | 0.02% | +2,232+0.7% | Added |
| Clearbridge Investments, LLC | 549,300 | $24.1M | 0.02% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 600,000 | $26.3M | 0.90% | 00.0% | Unchanged |
| Morgan Stanley | 780,531 | $34.3M | 0.00% | −46,737−5.6% | Reduced |
| JPMorgan Chase & Co | 1,301,536 | $57.1M | 0.01% | −52,696−3.9% | Reduced |
| Blackstone Group Inc. | 1,463,940 | $64.3M | 0.27% | +1,448,940+9,659.6% | Added |
| Goldman Sachs Group Inc | 2,509,949 | $110.2M | 0.03% | +977,307+63.8% | Added |
| Invesco Ltd. | 5,664,610 | $248.6M | 0.07% | −1,872,500−24.8% | Reduced |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −99,810−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −36,375−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −18,980−100.0% | Sold out |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −10,276−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −7,918−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −7,595−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −7,159−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −6,084−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −5,450−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,956−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −4,892−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −4,790−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −4,665−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −1,796−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −500−100.0% | Sold out |