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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.

Q1 2024 vs. Q4 2023

How the institutions holding Sunoco LP changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of SUN: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders2114211+4
Shares24.5M252.7K21.1M−3.13M (−12.9%)
Value$1.47B$15.1M$1.27B−$180.5M (−12.4%)

4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (37)

Institutions that held Sunoco LP at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to SUN in Q1 2024
InstitutionSharesValue% of portfolio
Energy Income Partners, LLC174,055$10.5M0.21%
Empirical Asset Management, LLC35,426$2.14M1.03%
Custom Index Systems, LLC24,507$1.48M0.84%
Lincoln National Corp24,163$1.46M0.02%
Kestra Advisory Services, LLC23,936$1.44M0.01%
Cetera Investment Advisers22,137$1.33M0.00%
FMR LLC20,901$1.26M0.00%
Focus Financial Network, Inc.15,183$825.5K0.04%
HRT Financial LP11,542$695.0K0.00%
Counterpoint Mutual Funds LLC11,305$681.6K0.17%
Mirae Asset Global Investments Co., Ltd.12,154$523.4K0.00%
United Advisor Group, LLC8,631$520.4K0.20%
Jump Financial, LLC7,209$434.6K0.01%
Fifth Lane Capital, LP6,952$419.1K0.54%
Advisors Asset Management, Inc.6,140$370.2K0.01%
Americana Partners, LLC5,838$352.0K0.03%
Inscription Capital, LLC5,475$330.1K0.05%
Keeley-Teton Advisors, LLC5,000$301.4K0.04%
D.A. Davidson & Co.4,693$282.9K0.00%
Boston Private Wealth LLC4,118$248.3K0.01%
HighPoint Advisor Group LLC4,384$231.0K0.02%
Commerce Bank3,793$228.7K0.00%
InterOcean Capital Group, LLC3,629$218.8K0.01%
Gladstone Institutional Advisory LLC3,625$218.6K0.01%
Newbridge Financial Services Group, Inc.3,548$213.9K0.09%
Wealth Enhancement Advisory Services, LLC3,338$201.2K0.00%
Kingsview Wealth Management, LLC3,327$200.6K0.01%
Simplex Trading, LLC2,025$122.0K0.00%
CSS LLC1,400$84.4K0.01%
Register Financial Advisors LLC913$55.1K0.03%
Fernwood Investment Management, LLC900$54.3K0.02%
CNB Bank500$30.1K0.01%
Jones Financial Companies LLLP235$14.2K0.00%
CIBC Private Wealth Group, LLC200$12.0K0.00%
Eagle Bay Advisors LLC80$4.82K0.00%
Sound Income Strategies, LLC28$1.69K0.00%
Sandy Spring Bank10$6110.00%

Sold out (33)

Institutions that held Sunoco LP at the end of Q4 2023 and filed for Q1 2024 without it.

Not filed for Q1 2024 yet (4)

Institutions that held Sunoco LP at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SUN in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Bridgecreek Investment Management, LLC236,750$14.2M
Focus Financial Network Inc15,107$905.4K
Baystate Wealth Management LLC500$30.0K
Bartlett & Co. LLC330$21.0K