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 |
|---|---|---|---|---|---|
| Davidson Trust Co | 9,000 | $392.0K | 0.28% | 00.0% | Unchanged |
| Brookstone Capital Management | 9,065 | $392.6K | 0.01% | −2,418−21.1% | Reduced |
| International Assets Investment Management, LLC | 9,234 | $402.2K | 0.05% | +1,065+13.0% | Added |
| Jump Financial, LLC | 9,300 | $405.1K | 0.01% | +9,300 | New |
| AE Wealth Management LLC | 9,314 | $405.7K | 0.00% | −15,681−62.7% | Reduced |
| Tradition Wealth Management, LLC | 9,786 | $426.0K | 0.05% | +1,090+12.5% | Added |
| Baker Avenue Asset Management, LP | 10,000 | $435.6K | 0.02% | +10,000 | New |
| Great Valley Advisor Group, Inc. | 10,182 | $443.5K | 0.02% | +1,745+20.7% | Added |
| Wedbush Securities Inc | 10,202 | $444.0K | 0.02% | +207+2.1% | Added |
| Baldwin Brothers Inc | 10,500 | $457.4K | 0.04% | 00.0% | Unchanged |
| Barr E S & Co | 10,525 | $458.5K | 0.03% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 10,650 | $463.9K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 10,759 | $468.7K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 10,824 | $471.5K | 0.21% | +10+0.1% | Added |
| CI Private Wealth, LLC | 11,423 | $497.6K | 0.00% | −5,000−30.4% | Reduced |
| Ameriprise Financial Inc | 11,540 | $502.7K | 0.00% | −227−1.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,594 | $505.0K | 0.00% | −560−4.6% | Reduced |
| National Asset Management, Inc. | 11,651 | $507.5K | 0.01% | −1,721−12.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 12,000 | $522.7K | 0.07% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 12,112 | $528.0K | 0.00% | −4,980−29.1% | Reduced |
| Gsa Capital Partners LLP | 13,145 | $573.0K | 0.06% | +13,145 | New |
| Focus Financial Network, Inc. | 14,656 | $638.4K | 0.04% | +633+4.5% | Added |
| SG Americas Securities, LLC | 14,890 | $649.0K | 0.01% | +1,218+8.9% | Added |
| Kayne Anderson Capital Advisors LP | 14,900 | $649.0K | 0.02% | 00.0% | Unchanged |
| McDonald Partners LLC | 15,000 | $653.4K | 0.20% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 15,301 | $667.0K | 0.00% | −2,627−14.7% | Reduced |
| American Financial Group Inc | 15,500 | $675.0K | 0.21% | 00.0% | Unchanged |
| Stifel Financial Corp | 15,696 | $683.7K | 0.00% | +1,240+8.6% | Added |
| Finer Wealth Management, Inc. | 16,204 | $705.8K | 0.55% | +626+4.0% | Added |
| Susquehanna International Group, LLP | 17,012 | $741.0K | 0.00% | −33,997−66.6% | Reduced |
| First Republic Investment Management, Inc. | 18,008 | $784.5K | 0.00% | −378−2.1% | Reduced |
| Quad-Cities Investment Group, LLC | 18,039 | $785.8K | 0.51% | +58+0.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 19,000 | $827.6K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 19,130 | $833.3K | 0.01% | −211−1.1% | Reduced |
| Fractal Investments LLC | 20,000 | $871.2K | 0.19% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 21,414 | $933.0K | 0.00% | −1,823−7.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 21,609 | $941.0K | 0.00% | +238+1.1% | Added |
| Creative Planning | 21,989 | $957.8K | 0.00% | +10,098+84.9% | Added |
| XML Financial, LLC | 24,579 | $1.07M | 0.12% | −793−3.1% | Reduced |
| Dividend Assets Capital, LLC | 25,341 | $1.10M | 0.23% | −9,626−27.5% | Reduced |
| Commonwealth Equity Services, LLC | 25,359 | $1.10M | 0.00% | +3,034+13.6% | Added |
| Susquehanna Fundamental Investments, LLC | 25,388 | $1.11M | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 25,640 | $1.12M | 0.00% | 00.0% | Unchanged |
| TCW Group Inc | 26,421 | $1.15M | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 27,271 | $1.19M | 0.00% | +870+3.3% | Added |
| Cascade Investment Group, Inc. | 31,015 | $1.35M | 1.24% | −150−0.5% | Reduced |
| GraniteShares Advisors LLC | 32,855 | $1.43M | 1.29% | −350−1.1% | Reduced |
| Park Circle Co | 36,350 | $1.58M | 1.49% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 37,258 | $1.62M | 0.08% | +3,658+10.9% | Added |
| Bramshill Investments, LLC | 39,380 | $1.72M | 0.16% | −446−1.1% | Reduced |
| Sigma Planning Corp | 39,486 | $1.72M | 0.06% | −668−1.7% | Reduced |
| Private Advisor Group, LLC | 40,619 | $1.77M | 0.02% | +306+0.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 41,518 | $1.81M | 0.09% | +31+0.1% | Added |
| US Bancorp | 43,607 | $1.90M | 0.00% | +40,607+1,353.6% | Added |
| Acadian Asset Management LLC | 44,197 | $1.92M | 0.01% | +23,635+114.9% | Added |
| Waldron Private Wealth LLC | 50,000 | $2.18M | 0.11% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 50,980 | $2.22M | 1.61% | −150.0% | 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 |
| Citadel Advisors LLC | 53,690 | $2.34M | 0.00% | −71,345−57.1% | Reduced |
| First Trust Advisors LP | 60,622 | $2.64M | 0.00% | −5,770−8.7% | Reduced |
| BNP Paribas Arbitrage, SA | 61,039 | $2.66M | 0.01% | −41,334−40.4% | Reduced |
| Barnett & Company, Inc. | 64,700 | $2.82M | 2.09% | 00.0% | Unchanged |
| Royal Bank of Canada | 69,320 | $3.02M | 0.00% | −83−0.1% | Reduced |
| Raymond James & Associates | 70,984 | $3.09M | 0.00% | −20,385−22.3% | Reduced |
| ING Groep NV | 72,300 | $3.15M | 0.02% | +72,300 | New |
| Advisor Group Holdings, Inc. | 76,337 | $3.33M | 0.01% | +4,902+6.9% | Added |
| Jane Street Group, LLC | 86,249 | $3.76M | 0.01% | +71,462+483.3% | Added |
| Spirit of America Management Corp | 104,474 | $4.55M | 1.03% | 00.0% | Unchanged |
| LPL Financial LLC | 145,046 | $6.32M | 0.00% | +1,494+1.0% | Added |
| Bank of America Corp | 151,388 | $6.59M | 0.00% | −62,673−29.3% | Reduced |
| Recurrent Investment Advisors LLC | 164,102 | $7.15M | 1.21% | +7,036+4.5% | Added |
| Natixis | 173,500 | $7.56M | 0.06% | +72,300+71.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 197,702 | $8.61M | 0.02% | −2,378−1.2% | Reduced |
| Walnut Private Equity Partners, LLC | 206,000 | $8.97M | 7.40% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 224,161 | $9.76M | 0.35% | +224,161 | New |
| Allianz Asset Management GmbH | 235,705 | $10.3M | 0.02% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 249,950 | $10.9M | 2.08% | −6,875−2.7% | Reduced |
| Wells Fargo & Company | 250,074 | $10.9M | 0.00% | +6,121+2.5% | Added |
| Adams Asset Advisors, LLC | 300,090 | $13.1M | 1.91% | 00.0% | Unchanged |
| UBS Group AG | 329,856 | $14.4M | 0.01% | +36,590+12.5% | Added |
| Citigroup Inc | 370,541 | $16.1M | 0.02% | +37,283+11.2% | Added |
| Clearbridge Investments, LLC | 548,270 | $23.9M | 0.02% | −1,030−0.2% | Reduced |
| Bowen Hanes & Co Inc | 600,000 | $26.1M | 0.84% | 00.0% | Unchanged |
| Morgan Stanley | 726,397 | $31.6M | 0.00% | −54,134−6.9% | Reduced |
| JPMorgan Chase & Co | 1,262,377 | $55.0M | 0.01% | −39,159−3.0% | Reduced |
| Blackstone Group Inc. | 1,543,467 | $67.2M | 0.29% | +79,527+5.4% | Added |
| Goldman Sachs Group Inc | 2,565,351 | $111.7M | 0.03% | +55,402+2.2% | Added |
| Invesco Ltd. | 5,338,244 | $232.5M | 0.06% | −326,366−5.8% | Reduced |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −99,644−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −17,535−100.0% | Sold out |
| Monograph Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,780−100.0% | Sold out |
| Private Wealth Strategies, L.L.C. | 0 | $0 | 0.00% | −6,054−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −5,735−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −5,673−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,795−100.0% | Sold out |
| Arrow Investment Advisors, LLC | 0 | $0 | 0.00% | −4,586−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −4,111−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,196−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |