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, Q3 2023
Institutional positions in Sunoco LP as of Sep 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
- 188
- −1 vs. Q2 2023
- Shares held
- 19.4M
- +1.48M (+8.2%) vs. Q2 2023
- Total value
- $950.1M
- +$169.0M (+21.6%) vs. Q2 2023
- New holders
- 19
- 68 more added
- Sold out
- 20
- 42 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Invesco Ltd. | 5,104,511 | $249.9M | 0.07% | −233,733−4.4% | Reduced |
| Goldman Sachs Group Inc | 2,628,860 | $128.7M | 0.03% | +63,509+2.5% | Added |
| Blackstone Group Inc. | 1,511,156 | $74.0M | 0.32% | −32,311−2.1% | Reduced |
| JPMorgan Chase & Co | 1,384,765 | $67.8M | 0.01% | +122,388+9.7% | Added |
| Morgan Stanley | 836,553 | $40.9M | 0.00% | +110,156+15.2% | Added |
| Bowen Hanes & Co Inc | 600,000 | $29.4M | 0.99% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 545,880 | $26.7M | 0.03% | −2,390−0.4% | Reduced |
| Jane Street Group, LLC | 479,736 | $23.5M | 0.04% | +393,487+456.2% | Added |
| Susquehanna International Group, LLP | 428,771 | $21.0M | 0.03% | +411,759+2,420.4% | Added |
| Citigroup Inc | 401,149 | $19.6M | 0.03% | +30,608+8.3% | Added |
| Natixis | 401,100 | $19.6M | 0.15% | +227,600+131.2% | Added |
| Miller Howard Investments Inc | 350,787 | $17.2M | 0.63% | +126,626+56.5% | Added |
| UBS Group AG | 321,467 | $15.7M | 0.01% | −8,389−2.5% | Reduced |
| Adams Asset Advisors, LLC | 313,435 | $15.3M | 2.06% | +13,345+4.4% | Added |
| Wells Fargo & Company | 259,432 | $12.7M | 0.00% | +9,358+3.7% | Added |
| Bridgecreek Investment Management, LLC | 247,750 | $12.1M | 2.48% | −2,200−0.9% | Reduced |
| Bank of America Corp | 212,930 | $10.4M | 0.00% | +61,542+40.7% | Added |
| Walnut Private Equity Partners, LLC | 206,000 | $10.1M | 7.74% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 196,150 | $9.60M | 0.02% | −1,552−0.8% | Reduced |
| Recurrent Investment Advisors LLC | 184,308 | $9.02M | 1.32% | +20,206+12.3% | Added |
| ING Groep NV | 172,300 | $8.43M | 0.07% | +100,000+138.3% | Added |
| LPL Financial LLC | 152,429 | $7.46M | 0.01% | +7,383+5.1% | Added |
| Allianz Asset Management GmbH | 134,440 | $6.58M | 0.01% | −101,265−43.0% | Reduced |
| Spirit of America Management Corp | 104,474 | $5.11M | 1.16% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 100,867 | $4.94M | 0.01% | +24,530+32.1% | Added |
| BNP Paribas Arbitrage, SA | 95,648 | $4.68M | 0.01% | +34,609+56.7% | Added |
| Royal Bank of Canada | 89,653 | $4.39M | 0.00% | +20,333+29.3% | Added |
| Old Mission Capital LLC | 76,877 | $3.76M | 0.13% | +76,877 | New |
| Raymond James & Associates | 71,705 | $3.51M | 0.00% | +721+1.0% | Added |
| Exchange Traded Concepts, LLC | 64,992 | $3.18M | 0.09% | +12,768+24.4% | Added |
| Tortoise Index Solutions, LLC | 64,992 | $3.18M | 0.66% | +12,768+24.4% | Added |
| Barnett & Company, Inc. | 63,733 | $3.12M | 2.44% | −967−1.5% | Reduced |
| Citadel Advisors LLC | 60,472 | $2.96M | 0.00% | +6,782+12.6% | Added |
| First Trust Advisors LP | 60,354 | $2.95M | 0.00% | −268−0.4% | Reduced |
| Waldron Private Wealth LLC | 50,000 | $2.45M | 0.13% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 48,477 | $2.37M | 1.71% | −2,503−4.9% | Reduced |
| Sigma Planning Corp | 38,900 | $1.90M | 0.07% | −586−1.5% | Reduced |
| Apollon Wealth Management, LLC | 38,882 | $1.90M | 0.10% | +1,624+4.4% | Added |
| Private Advisor Group, LLC | 36,905 | $1.81M | 0.02% | −3,714−9.1% | Reduced |
| Park Circle Co | 36,350 | $1.78M | 1.68% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 35,140 | $1.72M | 0.00% | +9,500+37.1% | Added |
| Commonwealth Equity Services, LLC | 31,697 | $1.55M | 0.00% | +6,338+25.0% | Added |
| GraniteShares Advisors LLC | 31,667 | $1.55M | 1.44% | −1,188−3.6% | Reduced |
| Cascade Investment Group, Inc. | 31,015 | $1.52M | 1.43% | 00.0% | Unchanged |
| Nomura Holdings Inc | 28,200 | $1.38M | 0.01% | +28,200 | New |
| Baird Financial Group, Inc. | 27,436 | $1.34M | 0.00% | +165+0.6% | Added |
| US Bancorp | 26,582 | $1.30M | 0.00% | −17,025−39.0% | Reduced |
| TCW Group Inc | 26,421 | $1.29M | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 25,988 | $1.27M | 0.01% | −18,209−41.2% | Reduced |
| HighTower Advisors, LLC | 24,650 | $1.21M | 0.00% | +3,236+15.1% | Added |
| XML Financial, LLC | 24,450 | $1.20M | 0.14% | −129−0.5% | Reduced |
| Atria Wealth Solutions, Inc. | 22,953 | $1.12M | 0.02% | +3,823+20.0% | Added |
| Dividend Assets Capital, LLC | 22,895 | $1.12M | 0.23% | −2,446−9.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 22,129 | $1.08M | 0.01% | +520+2.4% | Added |
| Finer Wealth Management, Inc. | 20,299 | $993.6K | 0.79% | +4,095+25.3% | Added |
| Fractal Investments LLC | 20,000 | $979.0K | 0.20% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 19,000 | $930.0K | 0.00% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 18,098 | $885.9K | 0.59% | +59+0.3% | Added |
| First Republic Investment Management, Inc. | 18,008 | $881.5K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 17,978 | $880.0K | 0.00% | −4,011−18.2% | Reduced |
| Stifel Financial Corp | 17,956 | $879.0K | 0.00% | +2,260+14.4% | Added |
| CI Private Wealth, LLC | 17,673 | $865.1K | 0.00% | +6,250+54.7% | Added |
| Virtu Financial LLC | 17,297 | $847.0K | 0.08% | +17,297 | New |
| AE Wealth Management LLC | 16,688 | $816.9K | 0.00% | +7,374+79.2% | Added |
| Kayne Anderson Capital Advisors LP | 16,200 | $793.0K | 0.02% | +1,300+8.7% | Added |
| Mirabella Financial Services LLP | 15,868 | $776.7K | 0.11% | +15,868 | New |
| American Financial Group Inc | 15,500 | $759.0K | 0.26% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 15,039 | $736.2K | 0.04% | +383+2.6% | Added |
| McDonald Partners LLC | 15,000 | $734.3K | 0.24% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 14,978 | $733.2K | 0.09% | +8,683+137.9% | Added |
| SG Americas Securities, LLC | 14,079 | $689.0K | 0.01% | −811−5.4% | Reduced |
| Ameriprise Financial Inc | 14,038 | $687.2K | 0.00% | +2,498+21.6% | Added |
| Janney Montgomery Scott LLC | 13,895 | $680.0K | 0.00% | −1,406−9.2% | Reduced |
| Baker Avenue Asset Management, LP | 13,000 | $636.4K | 0.03% | +3,000+30.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 12,473 | $610.6K | 0.03% | −29,045−70.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 12,000 | $587.4K | 0.08% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 11,528 | $564.3K | 0.00% | −66−0.6% | Reduced |
| Wedbush Securities Inc | 11,334 | $555.0K | 0.03% | +1,132+11.1% | Added |
| Mercer Global Advisors Inc | 11,084 | $543.0K | 0.00% | −1,028−8.5% | Reduced |
| Barclays PLC | 10,767 | $527.0K | 0.00% | +8+0.1% | Added |
| Texas Yale Capital Corp. | 10,650 | $521.3K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 10,549 | $516.4K | 0.22% | −275−2.5% | Reduced |
| Barr E S & Co | 10,525 | $515.2K | 0.04% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 10,500 | $514.0K | 0.04% | 00.0% | Unchanged |
| Brookstone Capital Management | 9,829 | $500.5K | 0.01% | +764+8.4% | Added |
| National Asset Management, Inc. | 9,877 | $483.5K | 0.01% | −1,774−15.2% | Reduced |
| Envestnet Asset Management Inc | 9,709 | $475.3K | 0.00% | +1,066+12.3% | Added |
| Tradition Wealth Management, LLC | 9,280 | $454.0K | 0.05% | −506−5.2% | Reduced |
| Cetera Advisor Networks LLC | 9,187 | $449.7K | 0.00% | +2,131+30.2% | Added |
| Davidson Trust Co | 9,000 | $440.6K | 0.33% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 9,300 | $440.0K | 0.06% | +66+0.7% | Added |
| IHT Wealth Management, LLC | 8,849 | $433.2K | 0.02% | +351+4.1% | Added |
| Tortoise Capital Advisors, L.L.C. | 8,295 | $406.0K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 8,177 | $400.0K | 0.00% | +2,122+35.0% | Added |
| Money Concepts Capital Corp | 8,150 | $398.9K | 0.04% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 8,007 | $392.0K | 0.04% | +139+1.8% | Added |
| AXS Investments LLC | 8,000 | $391.6K | 0.10% | +8,000 | New |
| Mariner, LLC | 7,984 | $390.8K | 0.00% | +474+6.3% | Added |
| Truist Financial Corp | 7,950 | $389.2K | 0.00% | +2,635+49.6% | Added |
| Avantax Advisory Services, Inc. | 7,914 | $387.4K | 0.00% | +7,914 | New |