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 |
|---|---|---|---|---|---|
| F&V Capital Management, LLC | 7,500 | $449.0K | 0.14% | 00.0% | Unchanged |
| Castleark Management LLC | 7,390 | $442.9K | 0.02% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 7,000 | $419.5K | 0.32% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 6,988 | $418.8K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 6,986 | $418.7K | 0.02% | −248−3.4% | Reduced |
| Stratos Wealth Partners, LTD. | 6,604 | $395.8K | 0.01% | +132+2.0% | Added |
| GWM Advisors LLC | 6,472 | $387.9K | 0.00% | +71+1.1% | Added |
| XTX Topco Ltd | 6,463 | $387.3K | 0.08% | +6,463 | New |
| Jaffetilchin Investment Partners, LLC | 6,422 | $384.9K | 0.04% | +17+0.3% | Added |
| L.M. Kohn & Company | 6,300 | $377.6K | 0.12% | 00.0% | Unchanged |
| Independent Advisor Alliance | 6,232 | $373.5K | 0.01% | −335−5.1% | Reduced |
| IFG Advisory, LLC | 5,791 | $347.1K | 0.03% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 5,790 | $347.0K | 0.33% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5,777 | $346.2K | 0.07% | −146−2.5% | Reduced |
| PFG Investments, LLC | 5,767 | $345.6K | 0.06% | +12+0.2% | Added |
| Truist Financial Corp | 5,357 | $321.0K | 0.00% | −2,593−32.6% | Reduced |
| Mutual Advisors, LLC | 5,241 | $314.1K | 0.01% | −73−1.4% | Reduced |
| Centennial Wealth Advisory LLC | 5,098 | $305.5K | 0.16% | +78+1.6% | Added |
| Money Concepts Capital Corp | 5,000 | $299.6K | 0.03% | −3,150−38.7% | Reduced |
| Willis Investment Counsel | 4,883 | $292.6K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 4,780 | $286.5K | 0.00% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 4,713 | $282.4K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 4,550 | $272.7K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4,418 | $264.8K | 0.01% | +4,418 | New |
| Virtus Investment Advisers, Inc. | 4,380 | $262.5K | 0.20% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,357 | $261.1K | 0.00% | +4,357 | New |
| Brown Advisory Inc | 4,343 | $260.3K | 0.00% | −250−5.4% | Reduced |
| Two Sigma Securities, LLC | 4,291 | $257.2K | 0.01% | +4,291 | New |
| Arkadios Wealth Advisors | 4,160 | $249.3K | 0.02% | −265−6.0% | Reduced |
| Ameritas Advisory Services, LLC | 4,133 | $249.1K | 0.01% | −77−1.8% | Reduced |
| CWA Asset Management Group, LLC | 4,111 | $246.4K | 0.02% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 4,040 | $242.1K | 0.07% | +4,040 | New |
| Anchor Investment Management, LLC | 4,000 | $239.7K | 0.03% | −2,663−40.0% | Reduced |
| TownSquare Capital, LLC | 3,987 | $239.0K | 0.00% | −572−12.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,953 | $236.9K | 0.00% | +3,953 | New |
| Northern Trust Corp | 3,829 | $229.5K | 0.00% | +3,829 | New |
| Kanawha Capital Management LLC | 3,800 | $227.7K | 0.02% | +3,800 | New |
| Wealth Alliance | 3,788 | $227.0K | 0.03% | +3,788 | New |
| Raymond James Trust N.A. | 3,784 | $226.8K | 0.01% | +3,784 | New |
| Tyche Wealth Partners LLC | 3,777 | $226.3K | 0.05% | +3,777 | New |
| IPG Investment Advisors LLC | 3,760 | $225.3K | 0.05% | −990−20.8% | Reduced |
| Cetera Advisors LLC | 3,687 | $220.9K | 0.00% | +3,687 | New |
| True North Advisors, LLC | 3,616 | $216.7K | 0.06% | +3,616 | New |
| First Financial Bankshares Inc | 3,600 | $215.7K | 0.01% | +3,600 | New |
| Strategic Blueprint, LLC | 3,586 | $214.9K | 0.02% | +3,586 | New |
| Kovack Advisors, Inc. | 3,564 | $213.6K | 0.03% | +3,564 | New |
| SG Americas Securities, LLC | 3,538 | $212.0K | 0.00% | −10,541−74.9% | Reduced |
| Park Avenue Securities LLC | 3,537 | $212.0K | 0.00% | +3,537 | New |
| Retirement Income Solutions, Inc | 3,500 | $209.8K | 0.05% | +3,500 | New |
| Lakeview Capital Partners, LLC | 3,487 | $209.0K | 0.04% | +3,487 | New |
| Alpha Cubed Investments, LLC | 3,462 | $207.5K | 0.01% | +3,462 | New |
| Arrow Investment Advisors, LLC | 3,460 | $207.4K | 0.18% | +3,460 | New |
| Blair William & Co | 3,402 | $203.9K | 0.00% | +3,402 | New |
| Retirement Solution Inc. | 3,342 | $200.3K | 0.06% | +3,342 | New |
| State of Wyoming | 2,888 | $173.1K | 0.03% | −1,963−40.5% | Reduced |
| Salem Investment Counselors Inc | 2,666 | $159.8K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,550 | $153.0K | 0.00% | +2,550 | New |
| Advisory Services Network, LLC | 2,250 | $134.8K | 0.00% | +2,250 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $120.0K | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,584 | $94.9K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,250 | $74.9K | 0.01% | −150−10.7% | Reduced |
| Johnson Financial Group, Inc. | 1,200 | $71.9K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,094 | $65.6K | 0.01% | +17+1.6% | Added |
| Harbour Investments, Inc. | 1,093 | $65.5K | 0.00% | +121+12.4% | Added |
| Tower Research Capital LLC (TRC) | 1,052 | $63.0K | 0.00% | −6,305−85.7% | Reduced |
| Focused Wealth Management, Inc | 1,021 | $61.2K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 885 | $53.0K | 0.01% | +3+0.3% | Added |
| Sunbelt Securities, Inc. | 881 | $52.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 850 | $50.9K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 800 | $47.9K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 750 | $44.9K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 700 | $42.0K | 0.00% | +500+250.0% | Added |
| Lee Financial Co | 650 | $39.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 617 | $37.0K | 0.00% | +9+1.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 500 | $30.0K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $30.0K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 500 | $30.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 500 | $30.0K | 0.00% | +500 | New |
| ICA Group Wealth Management, LLC | 500 | $30.0K | 0.01% | +500 | New |
| Principal Securities, Inc. | 448 | $26.9K | 0.00% | +448 | New |
| Headlands Technologies LLC | 402 | $24.1K | 0.01% | +402 | New |
| Armstrong Advisory Group, Inc | 378 | $22.7K | 0.00% | +3+0.8% | Added |
| Bartlett & Co. LLC | 330 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 330 | $20.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 331 | $19.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 327 | $19.6K | 0.00% | −842−72.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 300 | $18.0K | 0.00% | −304−50.3% | Reduced |
| Naples Money Management LLC | 280 | $16.8K | 0.02% | +280 | New |
| National Bank of Canada | 250 | $14.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 212 | $12.7K | 0.00% | +3+1.4% | Added |
| Byrne Asset Management LLC | 200 | $12.4K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 200 | $12.0K | 0.00% | −1,385−87.4% | Reduced |
| Global Financial Private Client, LLC | 200 | $12.0K | 0.01% | +200 | New |
| Quent Capital, LLC | 165 | $9.89K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 157 | $9.44K | 0.00% | +157 | New |
| Rockbridge Investment Management, LCC | 154 | $9.23K | 0.00% | +154 | New |
| Glen Eagle Advisors, LLC | 143 | $8.57K | 0.00% | +93+186.0% | Added |
| Sachetta, LLC | 135 | $8.09K | 0.00% | +135 | New |
| LGT Financial Advisors LLC | 102 | $6.09K | 0.01% | +2+2.0% | Added |
| CWM, LLC | 103 | $6.00K | 0.00% | −98−48.8% | Reduced |