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 |
|---|---|---|---|---|---|
| BlackRock Inc. | 4 | $217 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 9 | $441 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 13 | $658 | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 33 | $1.61K | 0.00% | 00.0% | Unchanged |
| Rudius Management LP | 33 | $1.61K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 33 | $1.61K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 50 | $2.00K | 0.00% | +50 | New |
| Stone House Investment Management, LLC | 50 | $2.44K | 0.00% | +1+2.0% | Added |
| Glen Eagle Advisors, LLC | 50 | $2.45K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 53 | $2.59K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 67 | $3.28K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 75 | $3.67K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 100 | $4.89K | 0.01% | +100 | New |
| Quent Capital, LLC | 165 | $8.08K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 200 | $9.79K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 201 | $10.0K | 0.00% | −500−71.3% | Reduced |
| Byrne Asset Management LLC | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 209 | $10.2K | 0.00% | +4+2.0% | Added |
| National Bank of Canada | 250 | $11.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 330 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 330 | $16.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 331 | $16.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 375 | $18.4K | 0.00% | +3+0.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 500 | $24.5K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $24.5K | 0.00% | +500 | New |
| DHJJ Financial Advisors, Ltd. | 500 | $24.5K | 0.01% | +500 | New |
| Steward Partners Investment Advisory, LLC | 604 | $29.6K | 0.00% | +4+0.7% | Added |
| Parallel Advisors, LLC | 608 | $29.8K | 0.00% | −1,475−70.8% | Reduced |
| Lee Financial Co | 650 | $31.8K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 750 | $36.7K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 800 | $39.2K | 0.01% | +300+60.0% | Added |
| Private Trust Co NA | 850 | $41.6K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 881 | $43.1K | 0.01% | −400−31.2% | Reduced |
| Key Financial Inc | 882 | $43.2K | 0.01% | +16+1.8% | Added |
| Harbour Investments, Inc. | 972 | $47.6K | 0.00% | +3+0.3% | Added |
| Focused Wealth Management, Inc | 1,021 | $50.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,077 | $52.7K | 0.01% | +19+1.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,169 | $57.2K | 0.00% | −1,407−54.6% | Reduced |
| Johnson Financial Group, Inc. | 1,200 | $58.7K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 1,250 | $61.2K | 0.04% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,400 | $68.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,584 | $77.5K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,585 | $77.6K | 0.00% | −180−10.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $98.0K | 0.06% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,368 | $115.9K | 0.10% | +444+23.1% | Added |
| Salem Investment Counselors Inc | 2,666 | $130.5K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,487 | $170.7K | 0.09% | +6+0.2% | Added |
| CWA Asset Management Group, LLC | 4,111 | $201.3K | 0.01% | +4,111 | New |
| Silvercrest Asset Management Group LLC | 4,250 | $208.0K | 0.00% | +4,250 | New |
| Ameritas Advisory Services, LLC | 4,210 | $208.8K | 0.01% | +4,210 | New |
| Key Client Fiduciary Advisors, LLC | 4,315 | $211.2K | 0.13% | +4,315 | New |
| Virtus Investment Advisers, Inc. | 4,380 | $214.4K | 0.15% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,425 | $216.6K | 0.02% | +4,425 | New |
| Davenport & Co LLC | 4,550 | $222.7K | 0.00% | −2,000−30.5% | Reduced |
| TownSquare Capital, LLC | 4,559 | $223.2K | 0.00% | −315−6.5% | Reduced |
| Brown Advisory Inc | 4,593 | $224.8K | 0.00% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 4,713 | $230.7K | 0.01% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 4,750 | $232.5K | 0.05% | −1,200−20.2% | Reduced |
| MAI Capital Management | 4,780 | $234.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 4,851 | $237.5K | 0.05% | −2,732−36.0% | Reduced |
| Boston Private Wealth LLC | 4,854 | $237.6K | 0.01% | −426−8.1% | Reduced |
| Willis Investment Counsel | 4,883 | $239.0K | 0.02% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 5,020 | $245.7K | 0.13% | +93+1.9% | Added |
| Mutual Advisors, LLC | 5,314 | $260.1K | 0.01% | +5,314 | New |
| EP Wealth Advisors, LLC | 5,525 | $270.4K | 0.00% | −3,138−36.2% | Reduced |
| Americana Partners, LLC | 5,838 | $278.4K | 0.03% | +150+2.6% | Added |
| PFG Investments, LLC | 5,755 | $281.7K | 0.05% | +14+0.2% | Added |
| HFG Advisors, Inc. | 5,790 | $283.4K | 0.31% | 00.0% | Unchanged |
| IFG Advisory, LLC | 5,791 | $283.5K | 0.02% | +5,791 | New |
| Patriot Financial Group Insurance Agency, LLC | 5,923 | $290.0K | 0.06% | −973−14.1% | Reduced |
| Financial Counselors Inc | 6,199 | $303.4K | 0.01% | 00.0% | Unchanged |
| L.M. Kohn & Company | 6,300 | $308.4K | 0.11% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,401 | $313.3K | 0.00% | +67+1.1% | Added |
| Jaffetilchin Investment Partners, LLC | 6,405 | $313.5K | 0.03% | −184−2.8% | Reduced |
| Stratos Wealth Partners, LTD. | 6,472 | $316.8K | 0.01% | +20+0.3% | Added |
| Independent Advisor Alliance | 6,567 | $321.4K | 0.01% | −162−2.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 6,582 | $322.2K | 0.02% | −18,806−74.1% | Reduced |
| Anchor Investment Management, LLC | 6,663 | $326.2K | 0.04% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 6,799 | $333.0K | 0.00% | +6,799 | New |
| Cresset Asset Management, LLC | 6,988 | $342.1K | 0.00% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 7,000 | $342.6K | 0.27% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 7,000 | $342.6K | 0.06% | +7,000 | New |
| Wealthcare Advisory Partners LLC | 7,234 | $354.1K | 0.02% | +1,002+16.1% | Added |
| Tower Research Capital LLC (TRC) | 7,357 | $360.1K | 0.01% | +7,344+56,492.3% | Added |
| Castleark Management LLC | 7,390 | $361.7K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 7,501 | $367.0K | 0.01% | −457−5.7% | Reduced |
| F&V Capital Management, LLC | 7,500 | $367.0K | 0.13% | +1,500+25.0% | Added |
| WealthPLAN Partners, LLC | 7,508 | $367.5K | 0.04% | +2,261+43.1% | Added |
| Avantax Advisory Services, Inc. | 7,914 | $387.4K | 0.00% | +7,914 | New |
| Truist Financial Corp | 7,950 | $389.2K | 0.00% | +2,635+49.6% | Added |
| Mariner, LLC | 7,984 | $390.8K | 0.00% | +474+6.3% | Added |
| AXS Investments LLC | 8,000 | $391.6K | 0.10% | +8,000 | New |
| Good Life Advisors, LLC | 8,007 | $392.0K | 0.04% | +139+1.8% | Added |
| Money Concepts Capital Corp | 8,150 | $398.9K | 0.04% | 00.0% | Unchanged |
| MML Investors Services, LLC | 8,177 | $400.0K | 0.00% | +2,122+35.0% | Added |
| Tortoise Capital Advisors, L.L.C. | 8,295 | $406.0K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 8,849 | $433.2K | 0.02% | +351+4.1% | Added |
| International Assets Investment Management, LLC | 9,300 | $440.0K | 0.06% | +66+0.7% | Added |
| Davidson Trust Co | 9,000 | $440.6K | 0.33% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 9,187 | $449.7K | 0.00% | +2,131+30.2% | Added |