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 |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 9,280 | $454.0K | 0.05% | −506−5.2% | Reduced |
| Envestnet Asset Management Inc | 9,709 | $475.3K | 0.00% | +1,066+12.3% | Added |
| National Asset Management, Inc. | 9,877 | $483.5K | 0.01% | −1,774−15.2% | Reduced |
| Brookstone Capital Management | 9,829 | $500.5K | 0.01% | +764+8.4% | Added |
| Baldwin Brothers Inc | 10,500 | $514.0K | 0.04% | 00.0% | Unchanged |
| Barr E S & Co | 10,525 | $515.2K | 0.04% | 00.0% | Unchanged |
| PSI Advisors, LLC | 10,549 | $516.4K | 0.22% | −275−2.5% | Reduced |
| Texas Yale Capital Corp. | 10,650 | $521.3K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 10,767 | $527.0K | 0.00% | +8+0.1% | Added |
| Mercer Global Advisors Inc | 11,084 | $543.0K | 0.00% | −1,028−8.5% | Reduced |
| Wedbush Securities Inc | 11,334 | $555.0K | 0.03% | +1,132+11.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 11,528 | $564.3K | 0.00% | −66−0.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 12,000 | $587.4K | 0.08% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 12,473 | $610.6K | 0.03% | −29,045−70.0% | Reduced |
| Baker Avenue Asset Management, LP | 13,000 | $636.4K | 0.03% | +3,000+30.0% | Added |
| Janney Montgomery Scott LLC | 13,895 | $680.0K | 0.00% | −1,406−9.2% | Reduced |
| Ameriprise Financial Inc | 14,038 | $687.2K | 0.00% | +2,498+21.6% | Added |
| SG Americas Securities, LLC | 14,079 | $689.0K | 0.01% | −811−5.4% | Reduced |
| Crescent Grove Advisors, LLC | 14,978 | $733.2K | 0.09% | +8,683+137.9% | Added |
| McDonald Partners LLC | 15,000 | $734.3K | 0.24% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 15,039 | $736.2K | 0.04% | +383+2.6% | Added |
| American Financial Group Inc | 15,500 | $759.0K | 0.26% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 15,868 | $776.7K | 0.11% | +15,868 | New |
| Kayne Anderson Capital Advisors LP | 16,200 | $793.0K | 0.02% | +1,300+8.7% | Added |
| AE Wealth Management LLC | 16,688 | $816.9K | 0.00% | +7,374+79.2% | Added |
| Virtu Financial LLC | 17,297 | $847.0K | 0.08% | +17,297 | New |
| CI Private Wealth, LLC | 17,673 | $865.1K | 0.00% | +6,250+54.7% | Added |
| Stifel Financial Corp | 17,956 | $879.0K | 0.00% | +2,260+14.4% | Added |
| Creative Planning | 17,978 | $880.0K | 0.00% | −4,011−18.2% | Reduced |
| First Republic Investment Management, Inc. | 18,008 | $881.5K | 0.00% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 18,098 | $885.9K | 0.59% | +59+0.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 19,000 | $930.0K | 0.00% | 00.0% | Unchanged |
| Fractal Investments LLC | 20,000 | $979.0K | 0.20% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 20,299 | $993.6K | 0.79% | +4,095+25.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 22,129 | $1.08M | 0.01% | +520+2.4% | Added |
| Dividend Assets Capital, LLC | 22,895 | $1.12M | 0.23% | −2,446−9.7% | Reduced |
| Atria Wealth Solutions, Inc. | 22,953 | $1.12M | 0.02% | +3,823+20.0% | Added |
| XML Financial, LLC | 24,450 | $1.20M | 0.14% | −129−0.5% | Reduced |
| HighTower Advisors, LLC | 24,650 | $1.21M | 0.00% | +3,236+15.1% | Added |
| Acadian Asset Management LLC | 25,988 | $1.27M | 0.01% | −18,209−41.2% | Reduced |
| TCW Group Inc | 26,421 | $1.29M | 0.02% | 00.0% | Unchanged |
| US Bancorp | 26,582 | $1.30M | 0.00% | −17,025−39.0% | Reduced |
| Baird Financial Group, Inc. | 27,436 | $1.34M | 0.00% | +165+0.6% | Added |
| Nomura Holdings Inc | 28,200 | $1.38M | 0.01% | +28,200 | New |
| Cascade Investment Group, Inc. | 31,015 | $1.52M | 1.43% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 31,667 | $1.55M | 1.44% | −1,188−3.6% | Reduced |
| Commonwealth Equity Services, LLC | 31,697 | $1.55M | 0.00% | +6,338+25.0% | Added |
| The PNC Financial Services Group, Inc. | 35,140 | $1.72M | 0.00% | +9,500+37.1% | Added |
| Park Circle Co | 36,350 | $1.78M | 1.68% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 36,905 | $1.81M | 0.02% | −3,714−9.1% | Reduced |
| Apollon Wealth Management, LLC | 38,882 | $1.90M | 0.10% | +1,624+4.4% | Added |
| Sigma Planning Corp | 38,900 | $1.90M | 0.07% | −586−1.5% | Reduced |
| ELCO Management Co., LLC | 48,477 | $2.37M | 1.71% | −2,503−4.9% | Reduced |
| Waldron Private Wealth LLC | 50,000 | $2.45M | 0.13% | 00.0% | Unchanged |
| First Trust Advisors LP | 60,354 | $2.95M | 0.00% | −268−0.4% | Reduced |
| Citadel Advisors LLC | 60,472 | $2.96M | 0.00% | +6,782+12.6% | Added |
| Barnett & Company, Inc. | 63,733 | $3.12M | 2.44% | −967−1.5% | Reduced |
| 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 |
| Raymond James & Associates | 71,705 | $3.51M | 0.00% | +721+1.0% | Added |
| Old Mission Capital LLC | 76,877 | $3.76M | 0.13% | +76,877 | New |
| Royal Bank of Canada | 89,653 | $4.39M | 0.00% | +20,333+29.3% | Added |
| BNP Paribas Arbitrage, SA | 95,648 | $4.68M | 0.01% | +34,609+56.7% | Added |
| Advisor Group Holdings, Inc. | 100,867 | $4.94M | 0.01% | +24,530+32.1% | Added |
| Spirit of America Management Corp | 104,474 | $5.11M | 1.16% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 134,440 | $6.58M | 0.01% | −101,265−43.0% | Reduced |
| LPL Financial LLC | 152,429 | $7.46M | 0.01% | +7,383+5.1% | Added |
| ING Groep NV | 172,300 | $8.43M | 0.07% | +100,000+138.3% | Added |
| Recurrent Investment Advisors LLC | 184,308 | $9.02M | 1.32% | +20,206+12.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 196,150 | $9.60M | 0.02% | −1,552−0.8% | Reduced |
| Walnut Private Equity Partners, LLC | 206,000 | $10.1M | 7.74% | 00.0% | Unchanged |
| Bank of America Corp | 212,930 | $10.4M | 0.00% | +61,542+40.7% | Added |
| Bridgecreek Investment Management, LLC | 247,750 | $12.1M | 2.48% | −2,200−0.9% | Reduced |
| Wells Fargo & Company | 259,432 | $12.7M | 0.00% | +9,358+3.7% | Added |
| Adams Asset Advisors, LLC | 313,435 | $15.3M | 2.06% | +13,345+4.4% | Added |
| UBS Group AG | 321,467 | $15.7M | 0.01% | −8,389−2.5% | Reduced |
| Miller Howard Investments Inc | 350,787 | $17.2M | 0.63% | +126,626+56.5% | Added |
| Natixis | 401,100 | $19.6M | 0.15% | +227,600+131.2% | Added |
| Citigroup Inc | 401,149 | $19.6M | 0.03% | +30,608+8.3% | Added |
| Susquehanna International Group, LLP | 428,771 | $21.0M | 0.03% | +411,759+2,420.4% | Added |
| Jane Street Group, LLC | 479,736 | $23.5M | 0.04% | +393,487+456.2% | Added |
| Clearbridge Investments, LLC | 545,880 | $26.7M | 0.03% | −2,390−0.4% | Reduced |
| Bowen Hanes & Co Inc | 600,000 | $29.4M | 0.99% | 00.0% | Unchanged |
| Morgan Stanley | 836,553 | $40.9M | 0.00% | +110,156+15.2% | Added |
| JPMorgan Chase & Co | 1,384,765 | $67.8M | 0.01% | +122,388+9.7% | Added |
| Blackstone Group Inc. | 1,511,156 | $74.0M | 0.32% | −32,311−2.1% | Reduced |
| Goldman Sachs Group Inc | 2,628,860 | $128.7M | 0.03% | +63,509+2.5% | Added |
| Invesco Ltd. | 5,104,511 | $249.9M | 0.07% | −233,733−4.4% | Reduced |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −39,380−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −13,145−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −10,182−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −8,740−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −8,277−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −7,199−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −7,181−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −5,024−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −4,940−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,037−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |