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, Q1 2024
Institutional positions in Sunoco LP as of Mar 31, 2024. 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
- +4 vs. Q4 2023
- Shares held
- 21.1M
- −3.13M (−12.9%) vs. Q4 2023
- Total value
- $1.27B
- −$180.5M (−12.4%) vs. Q4 2023
- New holders
- 37
- 60 more added
- Sold out
- 33
- 49 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alps Advisors Inc | 9,682,244 | $583.7M | 4.13% | +183,538+1.9% | Added |
| Goldman Sachs Group Inc | 2,195,006 | $132.3M | 0.03% | −709,729−24.4% | Reduced |
| Blackstone Group Inc. | 1,178,923 | $71.1M | 0.31% | −1,208,685−50.6% | Reduced |
| Bowen Hanes & Co Inc | 600,000 | $36.2M | 1.03% | 00.0% | Unchanged |
| UBS Group AG | 547,832 | $33.0M | 0.01% | +6,883+1.3% | Added |
| Invesco Ltd. | 463,214 | $27.9M | 0.01% | −764,046−62.3% | Reduced |
| Morgan Stanley | 456,658 | $27.5M | 0.00% | −298,270−39.5% | Reduced |
| Miller Howard Investments Inc | 437,171 | $26.4M | 0.86% | +17,757+4.2% | Added |
| JPMorgan Chase & Co | 424,960 | $25.6M | 0.00% | +202,320+90.9% | Added |
| Wells Fargo & Company | 418,856 | $25.3M | 0.01% | +63,179+17.8% | Added |
| Adams Asset Advisors, LLC | 313,435 | $18.9M | 2.44% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 253,157 | $15.3M | 0.01% | −239,174−48.6% | Reduced |
| Fractal Investments LLC | 242,000 | $14.6M | 2.65% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 238,766 | $14.4M | 0.80% | −1,182−0.5% | Reduced |
| Walnut Private Equity Partners, LLC | 206,000 | $12.4M | 7.90% | 00.0% | Unchanged |
| Recurrent Investment Advisors LLC | 204,815 | $12.3M | 1.43% | +20,379+11.0% | Added |
| Jennison Associates LLC | 202,965 | $12.2M | 0.01% | −53,933−21.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 193,821 | $11.7M | 0.02% | +690+0.4% | Added |
| Energy Income Partners, LLC | 174,055 | $10.5M | 0.21% | +174,055 | New |
| LPL Financial LLC | 158,508 | $9.56M | 0.01% | +13,074+9.0% | Added |
| Citigroup Inc | 153,967 | $9.28M | 0.01% | −67,964−30.6% | Reduced |
| Bank of America Corp | 107,131 | $6.46M | 0.00% | +3,226+3.1% | Added |
| Royal Bank of Canada | 99,010 | $5.97M | 0.00% | +10,835+12.3% | Added |
| Raymond James & Associates | 85,112 | $5.13M | 0.00% | +8,087+10.5% | Added |
| Advisor Group Holdings, Inc. | 77,032 | $4.64M | 0.01% | +841+1.1% | Added |
| BNP Paribas Arbitrage, SA | 71,320 | $4.30M | 0.01% | +25,992+57.3% | Added |
| The PNC Financial Services Group, Inc. | 62,366 | $3.76M | 0.00% | +32,531+109.0% | Added |
| Infrastructure Capital Advisors, LLC | 61,164 | $3.69M | 0.49% | +40,973+202.9% | Added |
| Tortoise Index Solutions, LLC | 57,535 | $3.47M | 0.70% | −15,815−21.6% | Reduced |
| Exchange Traded Concepts, LLC | 57,535 | $3.47M | 0.09% | −15,637−21.4% | Reduced |
| Barnett & Company, Inc. | 53,550 | $3.23M | 2.21% | −400−0.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 53,403 | $3.22M | 0.07% | −24,440−31.4% | Reduced |
| Waldron Private Wealth LLC | 50,000 | $3.01M | 0.14% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 42,620 | $2.57M | 0.08% | +2,382+5.9% | Added |
| First Trust Advisors LP | 38,886 | $2.34M | 0.00% | −9,509−19.6% | Reduced |
| Private Advisor Group, LLC | 36,977 | $2.23M | 0.02% | +40.0% | Added |
| Park Circle Co | 36,350 | $2.19M | 2.04% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 35,426 | $2.14M | 1.03% | +35,426 | New |
| CoreCap Advisors, LLC | 32,652 | $1.97M | 0.10% | −1,315−3.9% | Reduced |
| Castleark Management LLC | 31,930 | $1.93M | 0.08% | +24,540+332.1% | Added |
| Cascade Investment Group, Inc. | 30,315 | $1.83M | 1.37% | −700−2.3% | Reduced |
| Sigma Planning Corp | 28,904 | $1.74M | 0.05% | +430+1.5% | Added |
| Commonwealth Equity Services, LLC | 28,324 | $1.71M | 0.00% | −801−2.8% | Reduced |
| Creative Planning | 27,613 | $1.66M | 0.00% | +7,951+40.4% | Added |
| Spirit of America Management Corp | 27,555 | $1.66M | 0.33% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 25,678 | $1.55M | 0.00% | −2,124−7.6% | Reduced |
| Finer Wealth Management, Inc. | 25,601 | $1.54M | 1.01% | +3,325+14.9% | Added |
| Susquehanna International Group, LLP | 25,356 | $1.53M | 0.00% | −26,617−51.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,666 | $1.49M | 0.01% | +5,934+31.7% | Added |
| Custom Index Systems, LLC | 24,507 | $1.48M | 0.84% | +24,507 | New |
| Texas Yale Capital Corp. | 24,300 | $1.47M | 0.07% | +900+3.8% | Added |
| ELCO Management Co., LLC | 24,216 | $1.46M | 0.89% | −60.0% | Reduced |
| Lincoln National Corp | 24,163 | $1.46M | 0.02% | +24,163 | New |
| Kestra Advisory Services, LLC | 23,936 | $1.44M | 0.01% | +23,936 | New |
| Baird Financial Group, Inc. | 23,211 | $1.40M | 0.00% | −3,414−12.8% | Reduced |
| Cetera Investment Advisers | 22,137 | $1.33M | 0.00% | +22,137 | New |
| US Bancorp | 22,107 | $1.33M | 0.00% | −2,655−10.7% | Reduced |
| FMR LLC | 20,901 | $1.26M | 0.00% | +20,901 | New |
| Stifel Financial Corp | 19,182 | $1.16M | 0.00% | +35+0.2% | Added |
| Kestra Private Wealth Services, LLC | 17,837 | $1.08M | 0.02% | +562+3.3% | Added |
| CI Private Wealth, LLC | 17,540 | $1.06M | 0.00% | −283−1.6% | Reduced |
| Ameriprise Financial Inc | 17,115 | $1.03M | 0.00% | +2,701+18.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 17,000 | $1.02M | 0.00% | −2,000−10.5% | Reduced |
| Dividend Assets Capital, LLC | 15,857 | $956.0K | 0.20% | −3,425−17.8% | Reduced |
| American Financial Group Inc | 15,500 | $934.0K | 0.35% | 00.0% | Unchanged |
| XML Financial, LLC | 15,036 | $906.5K | 0.09% | −9,743−39.3% | Reduced |
| McDonald Partners LLC | 15,000 | $904.4K | 0.25% | 00.0% | Unchanged |
| Kayne Anderson Capital Advisors LP | 14,200 | $856.1K | 0.02% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 15,183 | $825.5K | 0.04% | +15,183 | New |
| Quad-Cities Investment Group, LLC | 13,336 | $804.0K | 0.47% | −1,460−9.9% | Reduced |
| Janney Montgomery Scott LLC | 13,182 | $795.0K | 0.00% | −595−4.3% | Reduced |
| Envestnet Asset Management Inc | 13,101 | $789.9K | 0.00% | +867+7.1% | Added |
| Baker Avenue Asset Management, LP | 13,000 | $783.8K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 12,642 | $762.2K | 0.00% | +1,364+12.1% | Added |
| Hudson Valley Investment Advisors Inc | 12,000 | $723.5K | 0.09% | 00.0% | Unchanged |
| MML Investors Services, LLC | 11,720 | $707.0K | 0.00% | +2,692+29.8% | Added |
| HRT Financial LP | 11,542 | $695.0K | 0.00% | +11,542 | New |
| Counterpoint Mutual Funds LLC | 11,305 | $681.6K | 0.17% | +11,305 | New |
| Mercer Global Advisors Inc | 11,157 | $673.0K | 0.00% | −28−0.3% | Reduced |
| Barclays PLC | 10,765 | $649.0K | 0.00% | 00.0% | Unchanged |
| Brookstone Capital Management | 10,684 | $644.2K | 0.01% | +671+6.7% | Added |
| Baldwin Brothers Inc | 10,500 | $633.0K | 0.05% | 00.0% | Unchanged |
| Wedbush Securities Inc | 10,335 | $623.0K | 0.02% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 10,042 | $605.4K | 0.07% | −10,832−51.9% | Reduced |
| Legacy Advisors, LLC | 10,000 | $602.9K | 0.08% | 00.0% | Unchanged |
| PSI Advisors, LLC | 9,697 | $584.6K | 0.21% | +8+0.1% | Added |
| International Assets Investment Management, LLC | 9,711 | $582.5K | 0.06% | +128+1.3% | Added |
| Tradition Wealth Management, LLC | 9,388 | $566.0K | 0.06% | +49+0.5% | Added |
| Jane Street Group, LLC | 9,137 | $550.9K | 0.00% | −639,704−98.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 9,097 | $548.4K | 0.02% | −3,402−27.2% | Reduced |
| IHT Wealth Management, LLC | 9,030 | $544.4K | 0.02% | +190+2.1% | Added |
| Davidson Trust Co | 9,000 | $542.6K | 0.32% | 00.0% | Unchanged |
| Steele Capital Management, Inc. | 8,932 | $538.5K | 0.03% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 12,154 | $523.4K | 0.00% | +12,154 | New |
| United Advisor Group, LLC | 8,631 | $520.4K | 0.20% | +8,631 | New |
| F&V Capital Management, LLC | 8,250 | $497.0K | 0.15% | +750+10.0% | Added |
| National Asset Management, Inc. | 9,877 | $483.5K | 0.01% | +498+5.3% | Added |
| EP Wealth Advisors, LLC | 8,003 | $482.5K | 0.01% | +43+0.5% | Added |
| Silvercrest Asset Management Group LLC | 8,000 | $482.3K | 0.00% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 7,961 | $480.0K | 0.04% | −212−2.6% | Reduced |