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, Q2 2023
Institutional positions in Sunoco LP as of Jun 30, 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
- 189
- +7 vs. Q1 2023
- Shares held
- 17.9M
- −53.4K (−0.3%) vs. Q1 2023
- Total value
- $781.1M
- −$12.1M (−1.5%) vs. Q1 2023
- New holders
- 23
- 53 more added
- Sold out
- 16
- 52 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Invesco Ltd. | 5,338,244 | $232.5M | 0.06% | −326,366−5.8% | Reduced |
| Goldman Sachs Group Inc | 2,565,351 | $111.7M | 0.03% | +55,402+2.2% | Added |
| Blackstone Group Inc. | 1,543,467 | $67.2M | 0.29% | +79,527+5.4% | Added |
| JPMorgan Chase & Co | 1,262,377 | $55.0M | 0.01% | −39,159−3.0% | Reduced |
| Morgan Stanley | 726,397 | $31.6M | 0.00% | −54,134−6.9% | Reduced |
| Bowen Hanes & Co Inc | 600,000 | $26.1M | 0.84% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 548,270 | $23.9M | 0.02% | −1,030−0.2% | Reduced |
| Citigroup Inc | 370,541 | $16.1M | 0.02% | +37,283+11.2% | Added |
| UBS Group AG | 329,856 | $14.4M | 0.01% | +36,590+12.5% | Added |
| Adams Asset Advisors, LLC | 300,090 | $13.1M | 1.91% | 00.0% | Unchanged |
| Wells Fargo & Company | 250,074 | $10.9M | 0.00% | +6,121+2.5% | Added |
| Bridgecreek Investment Management, LLC | 249,950 | $10.9M | 2.08% | −6,875−2.7% | Reduced |
| Allianz Asset Management GmbH | 235,705 | $10.3M | 0.02% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 224,161 | $9.76M | 0.35% | +224,161 | New |
| Walnut Private Equity Partners, LLC | 206,000 | $8.97M | 7.40% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 197,702 | $8.61M | 0.02% | −2,378−1.2% | Reduced |
| Natixis | 173,500 | $7.56M | 0.06% | +72,300+71.4% | Added |
| Recurrent Investment Advisors LLC | 164,102 | $7.15M | 1.21% | +7,036+4.5% | Added |
| Bank of America Corp | 151,388 | $6.59M | 0.00% | −62,673−29.3% | Reduced |
| LPL Financial LLC | 145,046 | $6.32M | 0.00% | +1,494+1.0% | Added |
| Spirit of America Management Corp | 104,474 | $4.55M | 1.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 86,249 | $3.76M | 0.01% | +71,462+483.3% | Added |
| Advisor Group Holdings, Inc. | 76,337 | $3.33M | 0.01% | +4,902+6.9% | Added |
| ING Groep NV | 72,300 | $3.15M | 0.02% | +72,300 | New |
| Raymond James & Associates | 70,984 | $3.09M | 0.00% | −20,385−22.3% | Reduced |
| Royal Bank of Canada | 69,320 | $3.02M | 0.00% | −83−0.1% | Reduced |
| Barnett & Company, Inc. | 64,700 | $2.82M | 2.09% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 61,039 | $2.66M | 0.01% | −41,334−40.4% | Reduced |
| First Trust Advisors LP | 60,622 | $2.64M | 0.00% | −5,770−8.7% | Reduced |
| Citadel Advisors LLC | 53,690 | $2.34M | 0.00% | −71,345−57.1% | Reduced |
| Tortoise Index Solutions, LLC | 52,224 | $2.27M | 0.46% | −5,668−9.8% | Reduced |
| Exchange Traded Concepts, LLC | 52,224 | $2.27M | 0.06% | +52,224 | New |
| ELCO Management Co., LLC | 50,980 | $2.22M | 1.61% | −150.0% | Reduced |
| Waldron Private Wealth LLC | 50,000 | $2.18M | 0.11% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 44,197 | $1.92M | 0.01% | +23,635+114.9% | Added |
| US Bancorp | 43,607 | $1.90M | 0.00% | +40,607+1,353.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 41,518 | $1.81M | 0.09% | +31+0.1% | Added |
| Private Advisor Group, LLC | 40,619 | $1.77M | 0.02% | +306+0.8% | Added |
| Sigma Planning Corp | 39,486 | $1.72M | 0.06% | −668−1.7% | Reduced |
| Bramshill Investments, LLC | 39,380 | $1.72M | 0.16% | −446−1.1% | Reduced |
| Apollon Wealth Management, LLC | 37,258 | $1.62M | 0.08% | +3,658+10.9% | Added |
| Park Circle Co | 36,350 | $1.58M | 1.49% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 32,855 | $1.43M | 1.29% | −350−1.1% | Reduced |
| Cascade Investment Group, Inc. | 31,015 | $1.35M | 1.24% | −150−0.5% | Reduced |
| Baird Financial Group, Inc. | 27,271 | $1.19M | 0.00% | +870+3.3% | Added |
| TCW Group Inc | 26,421 | $1.15M | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 25,640 | $1.12M | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 25,388 | $1.11M | 0.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 25,359 | $1.10M | 0.00% | +3,034+13.6% | Added |
| Dividend Assets Capital, LLC | 25,341 | $1.10M | 0.23% | −9,626−27.5% | Reduced |
| XML Financial, LLC | 24,579 | $1.07M | 0.12% | −793−3.1% | Reduced |
| Creative Planning | 21,989 | $957.8K | 0.00% | +10,098+84.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,609 | $941.0K | 0.00% | +238+1.1% | Added |
| HighTower Advisors, LLC | 21,414 | $933.0K | 0.00% | −1,823−7.8% | Reduced |
| Fractal Investments LLC | 20,000 | $871.2K | 0.19% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 19,130 | $833.3K | 0.01% | −211−1.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 19,000 | $827.6K | 0.00% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 18,039 | $785.8K | 0.51% | +58+0.3% | Added |
| First Republic Investment Management, Inc. | 18,008 | $784.5K | 0.00% | −378−2.1% | Reduced |
| Susquehanna International Group, LLP | 17,012 | $741.0K | 0.00% | −33,997−66.6% | Reduced |
| Finer Wealth Management, Inc. | 16,204 | $705.8K | 0.55% | +626+4.0% | Added |
| Stifel Financial Corp | 15,696 | $683.7K | 0.00% | +1,240+8.6% | Added |
| American Financial Group Inc | 15,500 | $675.0K | 0.21% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 15,301 | $667.0K | 0.00% | −2,627−14.7% | Reduced |
| McDonald Partners LLC | 15,000 | $653.4K | 0.20% | 00.0% | Unchanged |
| Kayne Anderson Capital Advisors LP | 14,900 | $649.0K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 14,890 | $649.0K | 0.01% | +1,218+8.9% | Added |
| Focus Financial Network, Inc. | 14,656 | $638.4K | 0.04% | +633+4.5% | Added |
| Gsa Capital Partners LLP | 13,145 | $573.0K | 0.06% | +13,145 | New |
| Mercer Global Advisors Inc | 12,112 | $528.0K | 0.00% | −4,980−29.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 12,000 | $522.7K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 11,651 | $507.5K | 0.01% | −1,721−12.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,594 | $505.0K | 0.00% | −560−4.6% | Reduced |
| Ameriprise Financial Inc | 11,540 | $502.7K | 0.00% | −227−1.9% | Reduced |
| CI Private Wealth, LLC | 11,423 | $497.6K | 0.00% | −5,000−30.4% | Reduced |
| PSI Advisors, LLC | 10,824 | $471.5K | 0.21% | +10+0.1% | Added |
| Barclays PLC | 10,759 | $468.7K | 0.00% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 10,650 | $463.9K | 0.02% | 00.0% | Unchanged |
| Barr E S & Co | 10,525 | $458.5K | 0.03% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 10,500 | $457.4K | 0.04% | 00.0% | Unchanged |
| Wedbush Securities Inc | 10,202 | $444.0K | 0.02% | +207+2.1% | Added |
| Great Valley Advisor Group, Inc. | 10,182 | $443.5K | 0.02% | +1,745+20.7% | Added |
| Baker Avenue Asset Management, LP | 10,000 | $435.6K | 0.02% | +10,000 | New |
| Tradition Wealth Management, LLC | 9,786 | $426.0K | 0.05% | +1,090+12.5% | Added |
| AE Wealth Management LLC | 9,314 | $405.7K | 0.00% | −15,681−62.7% | Reduced |
| Jump Financial, LLC | 9,300 | $405.1K | 0.01% | +9,300 | New |
| International Assets Investment Management, LLC | 9,234 | $402.2K | 0.05% | +1,065+13.0% | Added |
| Brookstone Capital Management | 9,065 | $392.6K | 0.01% | −2,418−21.1% | Reduced |
| Davidson Trust Co | 9,000 | $392.0K | 0.28% | 00.0% | Unchanged |
| Group One Trading, L.P. | 8,740 | $380.7K | 0.02% | −3,818−30.4% | Reduced |
| Envestnet Asset Management Inc | 8,643 | $376.5K | 0.00% | +990+12.9% | Added |
| IHT Wealth Management, LLC | 8,498 | $370.2K | 0.02% | −75−0.9% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 8,295 | $361.3K | 0.01% | +8,295 | New |
| Simplex Trading, LLC | 8,277 | $360.0K | 0.02% | +819+11.0% | Added |
| Money Concepts Capital Corp | 8,150 | $355.0K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 7,958 | $347.0K | 0.01% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 7,868 | $342.7K | 0.04% | −3,080−28.1% | Reduced |
| State of Wyoming | 7,583 | $330.3K | 0.10% | +3,626+91.6% | Added |
| Mariner, LLC | 7,510 | $327.1K | 0.00% | −962−11.4% | Reduced |
| Castleark Management LLC | 7,390 | $321.9K | 0.01% | −2,400−24.5% | Reduced |