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 |
|---|---|---|---|---|---|
| Synovus Financial Corp | 7,199 | $313.6K | 0.00% | +135+1.9% | Added |
| Guggenheim Capital LLC | 7,181 | $312.8K | 0.00% | −180−2.4% | Reduced |
| Cetera Advisor Networks LLC | 7,056 | $307.4K | 0.00% | +1,640+30.3% | Added |
| Security National Bank of Sioux City Iowa | 7,000 | $304.9K | 0.23% | +7,000 | New |
| Cresset Asset Management, LLC | 6,988 | $304.4K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 6,896 | $300.4K | 0.06% | +16+0.2% | Added |
| Independent Advisor Alliance | 6,729 | $293.1K | 0.01% | +10.0% | Added |
| Anchor Investment Management, LLC | 6,663 | $290.2K | 0.04% | −3,315−33.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,589 | $287.0K | 0.03% | +182+2.8% | Added |
| Davenport & Co LLC | 6,550 | $285.3K | 0.00% | +6,550 | New |
| Stratos Wealth Partners, LTD. | 6,452 | $281.1K | 0.01% | +1,575+32.3% | Added |
| GWM Advisors LLC | 6,334 | $275.9K | 0.00% | +83+1.3% | Added |
| L.M. Kohn & Company | 6,300 | $274.4K | 0.10% | +6,300 | New |
| Crescent Grove Advisors, LLC | 6,295 | $274.2K | 0.03% | +6,295 | New |
| Wealthcare Advisory Partners LLC | 6,232 | $271.5K | 0.01% | +20.0% | Added |
| Financial Counselors Inc | 6,199 | $270.0K | 0.01% | +6,199 | New |
| MML Investors Services, LLC | 6,055 | $264.0K | 0.00% | +1,425+30.8% | Added |
| F&V Capital Management, LLC | 6,000 | $261.0K | 0.08% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 5,950 | $259.2K | 0.06% | −1,550−20.7% | Reduced |
| HFG Advisors, Inc. | 5,790 | $252.2K | 0.27% | 00.0% | Unchanged |
| PFG Investments, LLC | 5,741 | $250.1K | 0.04% | +5,741 | New |
| Americana Partners, LLC | 5,688 | $247.8K | 0.03% | −513−8.3% | Reduced |
| EP Wealth Advisors, LLC | 8,663 | $238.1K | 0.00% | −56,808−86.8% | Reduced |
| Truist Financial Corp | 5,315 | $231.5K | 0.00% | +753+16.5% | Added |
| Boston Private Wealth LLC | 5,280 | $230.0K | 0.00% | −506−8.7% | Reduced |
| WealthPLAN Partners, LLC | 5,247 | $228.6K | 0.03% | −5,039−49.0% | Reduced |
| SeaCrest Wealth Management, LLC | 5,024 | $218.9K | 0.03% | −183−3.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,940 | $215.2K | 0.00% | +4,940 | New |
| Centennial Wealth Advisory LLC | 4,927 | $214.6K | 0.11% | +93+1.9% | Added |
| Willis Investment Counsel | 4,883 | $212.7K | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 4,874 | $212.3K | 0.00% | +4,874 | New |
| MAI Capital Management | 4,780 | $208.2K | 0.00% | +4,780 | New |
| Carnegie Capital Asset Management, LLC | 4,713 | $205.3K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 4,593 | $200.1K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 4,380 | $190.8K | 0.13% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,481 | $151.6K | 0.07% | −43−1.2% | Reduced |
| Salem Investment Counselors Inc | 2,666 | $116.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,576 | $112.2K | 0.00% | +1,976+329.3% | Added |
| Parallel Advisors, LLC | 2,083 | $90.8K | 0.00% | −574−21.6% | Reduced |
| Walleye Trading LLC | 2,037 | $88.7K | 0.00% | +2,037 | New |
| Brown Brothers Harriman & Co | 2,000 | $87.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $87.0K | 0.06% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 1,924 | $83.8K | 0.08% | −758−28.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,765 | $76.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,584 | $69.0K | 0.01% | +500+46.1% | Added |
| Estabrook Capital Management | 1,400 | $61.0K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,281 | $55.8K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 1,250 | $54.5K | 0.03% | −100−7.4% | Reduced |
| Johnson Financial Group, Inc. | 1,200 | $52.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,058 | $46.1K | 0.01% | +20+1.9% | Added |
| Focused Wealth Management, Inc | 1,021 | $44.5K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 969 | $42.2K | 0.00% | +4+0.4% | Added |
| Key Financial Inc | 866 | $37.7K | 0.01% | +16+1.9% | Added |
| Private Trust Co NA | 850 | $37.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 750 | $33.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 701 | $31.0K | 0.00% | +199+39.6% | Added |
| Lee Financial Co | 650 | $28.3K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 600 | $26.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 600 | $26.1K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 500 | $21.8K | 0.01% | −500−50.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 500 | $21.8K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 500 | $21.8K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 372 | $16.2K | 0.00% | +3+0.8% | Added |
| Huntington National Bank | 331 | $14.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 330 | $14.4K | 0.00% | +330 | New |
| Bartlett & Co. LLC | 330 | $14.0K | 0.00% | +330 | New |
| PEAK6 Investments LLC | 288 | $12.5K | 0.00% | −15,224−98.1% | Reduced |
| National Bank of Canada | 250 | $10.9K | 0.00% | +250 | New |
| Byrne Asset Management LLC | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 205 | $8.92K | 0.00% | +4+2.0% | Added |
| Bokf, NA | 200 | $8.71K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 200 | $8.71K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 200 | $8.71K | 0.00% | +200 | New |
| Worth Asset Management, LLC | 191 | $8.32K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 165 | $7.19K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 120 | $5.22K | 0.00% | +2+1.7% | Added |
| Signaturefd, LLC | 75 | $3.27K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 67 | $2.92K | 0.00% | +67 | New |
| Cedar Mountain Advisors, LLC | 53 | $2.31K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 50 | $2.18K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 49 | $2.13K | 0.00% | +1+2.1% | Added |
| Rudius Management LP | 33 | $1.44K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 33 | $1.44K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 33 | $1.44K | 0.00% | +33 | New |
| Kelly Financial Services LLC | 13 | $575 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 13 | $566 | 0.00% | −1,332−99.0% | Reduced |
| Hexagon Capital Partners LLC | 9 | $392 | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 4 | $193 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 3 | $131 | 0.00% | 00.0% | Unchanged |
| 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 |