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, Q4 2023
Institutional positions in Sunoco LP as of Dec 31, 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
- 211
- +25 vs. Q3 2023
- Shares held
- 24.5M
- +5.12M (+26.4%) vs. Q3 2023
- Total value
- $1.47B
- +$519.7M (+54.8%) vs. Q3 2023
- New holders
- 45
- 53 more added
- Sold out
- 20
- 58 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alps Advisors Inc | 9,498,706 | $569.3M | 4.48% | +9,498,706 | New |
| Goldman Sachs Group Inc | 2,904,735 | $174.1M | 0.04% | +275,875+10.5% | Added |
| Blackstone Group Inc. | 2,387,608 | $143.1M | 0.66% | +876,452+58.0% | Added |
| Invesco Ltd. | 1,227,260 | $73.5M | 0.02% | −3,877,251−76.0% | Reduced |
| Morgan Stanley | 754,928 | $45.2M | 0.00% | −81,625−9.8% | Reduced |
| Jane Street Group, LLC | 648,841 | $38.9M | 0.05% | +169,105+35.2% | Added |
| Bowen Hanes & Co Inc | 600,000 | $36.0M | 1.08% | 00.0% | Unchanged |
| UBS Group AG | 540,949 | $32.4M | 0.01% | +219,482+68.3% | Added |
| Clearbridge Investments, LLC | 492,331 | $29.5M | 0.03% | −53,549−9.8% | Reduced |
| Miller Howard Investments Inc | 419,414 | $25.1M | 0.88% | +68,627+19.6% | Added |
| Wells Fargo & Company | 355,677 | $21.3M | 0.01% | +96,245+37.1% | Added |
| Adams Asset Advisors, LLC | 313,435 | $18.8M | 2.53% | 00.0% | Unchanged |
| Jennison Associates LLC | 256,898 | $15.4M | 0.01% | +256,898 | New |
| Fractal Investments LLC | 242,000 | $14.5M | 2.98% | +222,000+1,110.0% | Added |
| TCG Advisory Services, LLC | 239,948 | $14.4M | 1.00% | +239,948 | New |
| Bridgecreek Investment Management, LLC | 236,750 | $14.2M | 2.75% | −11,000−4.4% | Reduced |
| JPMorgan Chase & Co | 222,640 | $13.3M | 0.00% | −1,162,125−83.9% | Reduced |
| Citigroup Inc | 221,931 | $13.3M | 0.02% | −179,218−44.7% | Reduced |
| Walnut Private Equity Partners, LLC | 206,000 | $12.3M | 8.52% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 193,131 | $11.6M | 0.02% | −3,019−1.5% | Reduced |
| Recurrent Investment Advisors LLC | 184,436 | $11.1M | 1.62% | +128+0.1% | Added |
| LPL Financial LLC | 145,434 | $8.72M | 0.01% | −6,995−4.6% | Reduced |
| Bank of America Corp | 103,905 | $6.23M | 0.00% | −109,025−51.2% | Reduced |
| Royal Bank of Canada | 88,175 | $5.28M | 0.00% | −1,478−1.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 77,843 | $4.67M | 0.08% | +77,843 | New |
| Raymond James & Associates | 77,025 | $4.62M | 0.00% | +5,320+7.4% | Added |
| Advisor Group Holdings, Inc. | 76,191 | $4.57M | 0.01% | −24,676−24.5% | Reduced |
| Tortoise Index Solutions, LLC | 73,350 | $4.40M | 0.82% | +8,358+12.9% | Added |
| Exchange Traded Concepts, LLC | 73,172 | $4.39M | 0.12% | +8,180+12.6% | Added |
| Barnett & Company, Inc. | 53,950 | $3.23M | 2.42% | −9,783−15.3% | Reduced |
| Susquehanna International Group, LLP | 51,973 | $3.11M | 0.01% | −376,798−87.9% | Reduced |
| Waldron Private Wealth LLC | 50,000 | $3.00M | 0.14% | 00.0% | Unchanged |
| First Trust Advisors LP | 48,395 | $2.90M | 0.00% | −11,959−19.8% | Reduced |
| BNP Paribas Arbitrage, SA | 45,328 | $2.72M | 0.00% | −50,320−52.6% | Reduced |
| Apollon Wealth Management, LLC | 40,238 | $2.41M | 0.08% | +1,356+3.5% | Added |
| Private Advisor Group, LLC | 36,973 | $2.22M | 0.02% | +68+0.2% | Added |
| Park Circle Co | 36,350 | $2.18M | 2.11% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 33,967 | $2.04M | 0.13% | +33,967 | New |
| Cascade Investment Group, Inc. | 31,015 | $1.86M | 1.50% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 29,835 | $1.79M | 0.00% | −5,305−15.1% | Reduced |
| Commonwealth Equity Services, LLC | 29,125 | $1.75M | 0.00% | −2,572−8.1% | Reduced |
| Sigma Planning Corp | 28,474 | $1.71M | 0.13% | −10,426−26.8% | Reduced |
| HighTower Advisors, LLC | 27,802 | $1.67M | 0.00% | +3,152+12.8% | Added |
| Citadel Advisors LLC | 27,564 | $1.65M | 0.00% | −32,908−54.4% | Reduced |
| Spirit of America Management Corp | 27,555 | $1.65M | 0.36% | −76,919−73.6% | Reduced |
| Baird Financial Group, Inc. | 26,625 | $1.60M | 0.00% | −811−3.0% | Reduced |
| XML Financial, LLC | 24,779 | $1.49M | 0.16% | +329+1.3% | Added |
| US Bancorp | 24,762 | $1.48M | 0.00% | −1,820−6.8% | Reduced |
| ELCO Management Co., LLC | 24,222 | $1.45M | 0.96% | −24,255−50.0% | Reduced |
| Texas Yale Capital Corp. | 23,400 | $1.40M | 0.07% | +12,750+119.7% | Added |
| Finer Wealth Management, Inc. | 22,276 | $1.33M | 0.99% | +1,977+9.7% | Added |
| Bramshill Investments, LLC | 20,874 | $1.25M | 0.12% | +20,874 | New |
| Infrastructure Capital Advisors, LLC | 20,191 | $1.21M | 0.19% | +20,191 | New |
| Creative Planning | 19,662 | $1.18M | 0.00% | +1,684+9.4% | Added |
| Stifel Financial Corp | 19,147 | $1.15M | 0.00% | +1,191+6.6% | Added |
| Dividend Assets Capital, LLC | 19,282 | $1.15M | 0.23% | −3,613−15.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 19,000 | $1.14M | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 18,732 | $1.12M | 0.00% | −3,397−15.4% | Reduced |
| CI Private Wealth, LLC | 17,823 | $1.07M | 0.00% | +150+0.8% | Added |
| Kestra Private Wealth Services, LLC | 17,275 | $1.04M | 0.03% | +17,275 | New |
| American Financial Group Inc | 15,500 | $929.0K | 0.34% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 15,187 | $909.0K | 0.00% | −10,801−41.6% | Reduced |
| Focus Financial Network Inc | 15,107 | $905.4K | 0.03% | +15,107 | New |
| McDonald Partners LLC | 15,000 | $899.0K | 0.27% | 00.0% | Unchanged |
| AE Wealth Management LLC | 14,935 | $870.0K | 0.00% | −1,753−10.5% | Reduced |
| Ameriprise Financial Inc | 14,414 | $863.8K | 0.00% | +376+2.7% | Added |
| Quad-Cities Investment Group, LLC | 14,796 | $853.3K | 0.53% | −3,302−18.2% | Reduced |
| Kayne Anderson Capital Advisors LP | 14,200 | $851.0K | 0.03% | −2,000−12.3% | Reduced |
| Janney Montgomery Scott LLC | 13,777 | $826.0K | 0.00% | −118−0.8% | Reduced |
| Baker Avenue Asset Management, LP | 13,000 | $779.1K | 0.03% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 12,499 | $749.1K | 0.03% | +26+0.2% | Added |
| Envestnet Asset Management Inc | 12,234 | $733.2K | 0.00% | +2,525+26.0% | Added |
| Hudson Valley Investment Advisors Inc | 12,000 | $692.0K | 0.09% | 00.0% | Unchanged |
| Mariner, LLC | 11,278 | $675.9K | 0.00% | +3,294+41.3% | Added |
| Mercer Global Advisors Inc | 11,185 | $670.0K | 0.00% | +101+0.9% | Added |
| Barclays PLC | 10,765 | $645.1K | 0.00% | −20.0% | Reduced |
| Baldwin Brothers Inc | 10,500 | $629.3K | 0.05% | 00.0% | Unchanged |
| Wedbush Securities Inc | 10,335 | $619.0K | 0.03% | −999−8.8% | Reduced |
| Brookstone Capital Management | 10,013 | $600.1K | 0.01% | +184+1.9% | Added |
| Legacy Advisors, LLC | 10,000 | $599.3K | 0.08% | +3,000+42.9% | Added |
| Atria Wealth Solutions, Inc. | 9,707 | $581.7K | 0.01% | −13,246−57.7% | Reduced |
| PSI Advisors, LLC | 9,689 | $580.7K | 0.22% | −860−8.2% | Reduced |
| Cetera Advisor Networks LLC | 9,658 | $578.8K | 0.00% | +471+5.1% | Added |
| International Assets Investment Management, LLC | 9,583 | $574.3K | 0.07% | +283+3.0% | Added |
| National Asset Management, Inc. | 9,379 | $562.1K | 0.02% | −498−5.0% | Reduced |
| Tradition Wealth Management, LLC | 9,339 | $560.0K | 0.06% | +59+0.6% | Added |
| MML Investors Services, LLC | 9,028 | $541.0K | 0.00% | +851+10.4% | Added |
| Davidson Trust Co | 9,000 | $539.4K | 0.35% | 00.0% | Unchanged |
| Steele Capital Management, Inc. | 8,932 | $535.3K | 0.03% | +8,932 | New |
| IHT Wealth Management, LLC | 8,840 | $529.8K | 0.02% | −9−0.1% | Reduced |
| Avantax Advisory Services, Inc. | 8,450 | $506.4K | 0.01% | +536+6.8% | Added |
| Tortoise Capital Advisors, L.L.C. | 8,295 | $497.1K | 0.01% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 8,173 | $489.8K | 0.05% | +166+2.1% | Added |
| Silvercrest Asset Management Group LLC | 8,000 | $479.4K | 0.00% | +3,750+88.2% | Added |
| EP Wealth Advisors, LLC | 7,960 | $477.0K | 0.01% | +2,435+44.1% | Added |
| Financial Counselors Inc | 7,919 | $474.6K | 0.01% | +1,720+27.7% | Added |
| Crescent Grove Advisors, LLC | 7,800 | $467.5K | 0.05% | −7,178−47.9% | Reduced |
| Barr E S & Co | 7,775 | $466.0K | 0.03% | −2,750−26.1% | Reduced |
| WealthPLAN Partners, LLC | 7,518 | $450.5K | 0.05% | +10+0.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 7,501 | $450.0K | 0.01% | 00.0% | Unchanged |