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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.

Q4 2023 vs. Q3 2023

How the institutions holding Sunoco LP changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of SUN: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders1882211+25
Shares19.4M33.0K24.5M+5.12M (+26.4%)
Value$950.1M$1.62M$1.47B+$519.7M (+54.8%)

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (45)

Institutions that held Sunoco LP at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to SUN in Q4 2023
InstitutionSharesValue% of portfolio
Alps Advisors Inc9,498,706$569.3M4.48%
Jennison Associates LLC256,898$15.4M0.01%
TCG Advisory Services, LLC239,948$14.4M1.00%
Susquehanna Portfolio Strategies, LLC77,843$4.67M0.08%
CoreCap Advisors, LLC33,967$2.04M0.13%
Bramshill Investments, LLC20,874$1.25M0.12%
Infrastructure Capital Advisors, LLC20,191$1.21M0.19%
Kestra Private Wealth Services, LLC17,275$1.04M0.03%
Focus Financial Network Inc15,107$905.4K0.03%
Steele Capital Management, Inc.8,932$535.3K0.03%
XTX Topco Ltd6,463$387.3K0.08%
Snowden Capital Advisors LLC4,418$264.8K0.01%
Oppenheimer Asset Management Inc.4,357$261.1K0.00%
Two Sigma Securities, LLC4,291$257.2K0.01%
Quadrant Private Wealth Management, LLC4,040$242.1K0.07%
Prime Capital Investment Advisors, LLC3,953$236.9K0.00%
Northern Trust Corp3,829$229.5K0.00%
Kanawha Capital Management LLC3,800$227.7K0.02%
Wealth Alliance3,788$227.0K0.03%
Raymond James Trust N.A.3,784$226.8K0.01%
Tyche Wealth Partners LLC3,777$226.3K0.05%
Cetera Advisors LLC3,687$220.9K0.00%
True North Advisors, LLC3,616$216.7K0.06%
First Financial Bankshares Inc3,600$215.7K0.01%
Strategic Blueprint, LLC3,586$214.9K0.02%
Kovack Advisors, Inc.3,564$213.6K0.03%
Park Avenue Securities LLC3,537$212.0K0.00%
Retirement Income Solutions, Inc3,500$209.8K0.05%
Lakeview Capital Partners, LLC3,487$209.0K0.04%
Alpha Cubed Investments, LLC3,462$207.5K0.01%
Arrow Investment Advisors, LLC3,460$207.4K0.18%
Blair William & Co3,402$203.9K0.00%
Retirement Solution Inc.3,342$200.3K0.06%
Bessemer Group Inc2,550$153.0K0.00%
Advisory Services Network, LLC2,250$134.8K0.00%
Baystate Wealth Management LLC500$30.0K0.00%
ICA Group Wealth Management, LLC500$30.0K0.01%
Principal Securities, Inc.448$26.9K0.00%
Headlands Technologies LLC402$24.1K0.01%
Naples Money Management LLC280$16.8K0.02%
Global Financial Private Client, LLC200$12.0K0.01%
Pineridge Advisors LLC157$9.44K0.00%
Rockbridge Investment Management, LCC154$9.23K0.00%
Sachetta, LLC135$8.09K0.00%
CVA Family Office, LLC79$4.73K0.00%

Sold out (20)

Institutions that held Sunoco LP at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of SUN in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Natixis401,100$19.6M
ING Groep NV172,300$8.43M
Allianz Asset Management GmbH134,440$6.58M
Old Mission Capital LLC76,877$3.76M
GraniteShares Advisors LLC31,667$1.55M
Nomura Holdings Inc28,200$1.38M
TCW Group Inc26,421$1.29M
Virtu Financial LLC17,297$847.0K
Mirabella Financial Services LLP15,868$776.7K
Mirae Asset Global Investments Co., Ltd.11,528$564.3K
AXS Investments LLC8,000$391.6K
Westwood Holdings Group Inc.6,799$333.0K
Susquehanna Fundamental Investments, LLC6,582$322.2K
Americana Partners, LLC5,838$278.4K
Boston Private Wealth LLC4,854$237.6K
Key Client Fiduciary Advisors, LLC4,315$211.2K
Newbridge Financial Services Group, Inc.3,487$170.7K
Counterpoint Mutual Funds LLC2,368$115.9K
CNB Bank1,250$61.2K
NBC Securities, Inc.50$2.00K

Not filed for Q4 2023 yet (2)

Institutions that held Sunoco LP at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SUN in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.18,008$881.5K
Focus Financial Network, Inc.15,039$736.2K