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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 355,677 | $21.3M | 0.01% | +96,245+37.1% | Added |
| Miller Howard Investments Inc | 419,414 | $25.1M | 0.88% | +68,627+19.6% | Added |
| Clearbridge Investments, LLC | 492,331 | $29.5M | 0.03% | −53,549−9.8% | Reduced |
| UBS Group AG | 540,949 | $32.4M | 0.01% | +219,482+68.3% | Added |
| Bowen Hanes & Co Inc | 600,000 | $36.0M | 1.08% | 00.0% | Unchanged |
| Jane Street Group, LLC | 648,841 | $38.9M | 0.05% | +169,105+35.2% | Added |
| Morgan Stanley | 754,928 | $45.2M | 0.00% | −81,625−9.8% | Reduced |
| Invesco Ltd. | 1,227,260 | $73.5M | 0.02% | −3,877,251−76.0% | Reduced |
| Blackstone Group Inc. | 2,387,608 | $143.1M | 0.66% | +876,452+58.0% | Added |
| Goldman Sachs Group Inc | 2,904,735 | $174.1M | 0.04% | +275,875+10.5% | Added |
| Alps Advisors Inc | 9,498,706 | $569.3M | 4.48% | +9,498,706 | New |
| Natixis | 0 | $0 | 0.00% | −401,100−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −172,300−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −134,440−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −76,877−100.0% | Sold out |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −31,667−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −28,200−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −26,421−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −17,297−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −15,868−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −11,528−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −6,799−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −6,582−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −5,838−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −4,854−100.0% | Sold out |
| Key Client Fiduciary Advisors, LLC | 0 | $0 | 0.00% | −4,315−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −3,487−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −2,368−100.0% | Sold out |
| CNB Bank | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Focus Financial Network, Inc. | – | – | – | – | Not filed |