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