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 |
|---|---|---|---|---|---|
| Fifth Lane Capital, LP | 6,952 | $419.1K | 0.54% | +6,952 | New |
| Wealthcare Advisory Partners LLC | 6,988 | $421.3K | 0.01% | +20.0% | Added |
| Cresset Asset Management, LLC | 6,988 | $421.3K | 0.00% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 7,000 | $422.0K | 0.30% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,209 | $434.6K | 0.01% | +7,209 | New |
| Benjamin F. Edwards & Company, Inc. | 7,251 | $437.0K | 0.01% | −250−3.3% | Reduced |
| Truist Financial Corp | 7,412 | $446.9K | 0.00% | +2,055+38.4% | Added |
| WealthPLAN Partners, LLC | 7,526 | $453.7K | 0.05% | +8+0.1% | Added |
| Avantax Advisory Services, Inc. | 7,749 | $467.2K | 0.00% | −701−8.3% | Reduced |
| Barr E S & Co | 7,775 | $468.8K | 0.03% | 00.0% | Unchanged |
| Financial Counselors Inc | 7,919 | $477.4K | 0.01% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 7,961 | $480.0K | 0.04% | −212−2.6% | Reduced |
| Silvercrest Asset Management Group LLC | 8,000 | $482.3K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 8,003 | $482.5K | 0.01% | +43+0.5% | Added |
| National Asset Management, Inc. | 9,877 | $483.5K | 0.01% | +498+5.3% | Added |
| F&V Capital Management, LLC | 8,250 | $497.0K | 0.15% | +750+10.0% | Added |
| United Advisor Group, LLC | 8,631 | $520.4K | 0.20% | +8,631 | New |
| Mirae Asset Global Investments Co., Ltd. | 12,154 | $523.4K | 0.00% | +12,154 | New |
| Steele Capital Management, Inc. | 8,932 | $538.5K | 0.03% | 00.0% | Unchanged |
| Davidson Trust Co | 9,000 | $542.6K | 0.32% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 9,030 | $544.4K | 0.02% | +190+2.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 9,097 | $548.4K | 0.02% | −3,402−27.2% | Reduced |
| Jane Street Group, LLC | 9,137 | $550.9K | 0.00% | −639,704−98.6% | Reduced |
| Tradition Wealth Management, LLC | 9,388 | $566.0K | 0.06% | +49+0.5% | Added |
| International Assets Investment Management, LLC | 9,711 | $582.5K | 0.06% | +128+1.3% | Added |
| PSI Advisors, LLC | 9,697 | $584.6K | 0.21% | +8+0.1% | Added |
| Legacy Advisors, LLC | 10,000 | $602.9K | 0.08% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 10,042 | $605.4K | 0.07% | −10,832−51.9% | Reduced |
| Wedbush Securities Inc | 10,335 | $623.0K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 10,500 | $633.0K | 0.05% | 00.0% | Unchanged |
| Brookstone Capital Management | 10,684 | $644.2K | 0.01% | +671+6.7% | Added |
| Barclays PLC | 10,765 | $649.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 11,157 | $673.0K | 0.00% | −28−0.3% | Reduced |
| Counterpoint Mutual Funds LLC | 11,305 | $681.6K | 0.17% | +11,305 | New |
| HRT Financial LP | 11,542 | $695.0K | 0.00% | +11,542 | New |
| MML Investors Services, LLC | 11,720 | $707.0K | 0.00% | +2,692+29.8% | Added |
| Hudson Valley Investment Advisors Inc | 12,000 | $723.5K | 0.09% | 00.0% | Unchanged |
| Mariner, LLC | 12,642 | $762.2K | 0.00% | +1,364+12.1% | Added |
| Baker Avenue Asset Management, LP | 13,000 | $783.8K | 0.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 13,101 | $789.9K | 0.00% | +867+7.1% | Added |
| Janney Montgomery Scott LLC | 13,182 | $795.0K | 0.00% | −595−4.3% | Reduced |
| Quad-Cities Investment Group, LLC | 13,336 | $804.0K | 0.47% | −1,460−9.9% | Reduced |
| Focus Financial Network, Inc. | 15,183 | $825.5K | 0.04% | +15,183 | New |
| Kayne Anderson Capital Advisors LP | 14,200 | $856.1K | 0.02% | 00.0% | Unchanged |
| McDonald Partners LLC | 15,000 | $904.4K | 0.25% | 00.0% | Unchanged |
| XML Financial, LLC | 15,036 | $906.5K | 0.09% | −9,743−39.3% | Reduced |
| American Financial Group Inc | 15,500 | $934.0K | 0.35% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 15,857 | $956.0K | 0.20% | −3,425−17.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 17,000 | $1.02M | 0.00% | −2,000−10.5% | Reduced |
| Ameriprise Financial Inc | 17,115 | $1.03M | 0.00% | +2,701+18.7% | Added |
| CI Private Wealth, LLC | 17,540 | $1.06M | 0.00% | −283−1.6% | Reduced |
| Kestra Private Wealth Services, LLC | 17,837 | $1.08M | 0.02% | +562+3.3% | Added |
| Stifel Financial Corp | 19,182 | $1.16M | 0.00% | +35+0.2% | Added |
| FMR LLC | 20,901 | $1.26M | 0.00% | +20,901 | New |
| US Bancorp | 22,107 | $1.33M | 0.00% | −2,655−10.7% | Reduced |
| Cetera Investment Advisers | 22,137 | $1.33M | 0.00% | +22,137 | New |
| Baird Financial Group, Inc. | 23,211 | $1.40M | 0.00% | −3,414−12.8% | Reduced |
| Kestra Advisory Services, LLC | 23,936 | $1.44M | 0.01% | +23,936 | New |
| Lincoln National Corp | 24,163 | $1.46M | 0.02% | +24,163 | New |
| ELCO Management Co., LLC | 24,216 | $1.46M | 0.89% | −60.0% | Reduced |
| Texas Yale Capital Corp. | 24,300 | $1.47M | 0.07% | +900+3.8% | Added |
| Custom Index Systems, LLC | 24,507 | $1.48M | 0.84% | +24,507 | New |
| Cambridge Investment Research Advisors, Inc. | 24,666 | $1.49M | 0.01% | +5,934+31.7% | Added |
| Susquehanna International Group, LLP | 25,356 | $1.53M | 0.00% | −26,617−51.2% | Reduced |
| Finer Wealth Management, Inc. | 25,601 | $1.54M | 1.01% | +3,325+14.9% | Added |
| HighTower Advisors, LLC | 25,678 | $1.55M | 0.00% | −2,124−7.6% | Reduced |
| Spirit of America Management Corp | 27,555 | $1.66M | 0.33% | 00.0% | Unchanged |
| Creative Planning | 27,613 | $1.66M | 0.00% | +7,951+40.4% | Added |
| Commonwealth Equity Services, LLC | 28,324 | $1.71M | 0.00% | −801−2.8% | Reduced |
| Sigma Planning Corp | 28,904 | $1.74M | 0.05% | +430+1.5% | Added |
| Cascade Investment Group, Inc. | 30,315 | $1.83M | 1.37% | −700−2.3% | Reduced |
| Castleark Management LLC | 31,930 | $1.93M | 0.08% | +24,540+332.1% | Added |
| CoreCap Advisors, LLC | 32,652 | $1.97M | 0.10% | −1,315−3.9% | Reduced |
| Empirical Asset Management, LLC | 35,426 | $2.14M | 1.03% | +35,426 | New |
| Park Circle Co | 36,350 | $2.19M | 2.04% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 36,977 | $2.23M | 0.02% | +40.0% | Added |
| First Trust Advisors LP | 38,886 | $2.34M | 0.00% | −9,509−19.6% | Reduced |
| Apollon Wealth Management, LLC | 42,620 | $2.57M | 0.08% | +2,382+5.9% | Added |
| Waldron Private Wealth LLC | 50,000 | $3.01M | 0.14% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 53,403 | $3.22M | 0.07% | −24,440−31.4% | Reduced |
| Barnett & Company, Inc. | 53,550 | $3.23M | 2.21% | −400−0.7% | Reduced |
| 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 |
| Infrastructure Capital Advisors, LLC | 61,164 | $3.69M | 0.49% | +40,973+202.9% | Added |
| The PNC Financial Services Group, Inc. | 62,366 | $3.76M | 0.00% | +32,531+109.0% | Added |
| BNP Paribas Arbitrage, SA | 71,320 | $4.30M | 0.01% | +25,992+57.3% | Added |
| Advisor Group Holdings, Inc. | 77,032 | $4.64M | 0.01% | +841+1.1% | Added |
| Raymond James & Associates | 85,112 | $5.13M | 0.00% | +8,087+10.5% | Added |
| Royal Bank of Canada | 99,010 | $5.97M | 0.00% | +10,835+12.3% | Added |
| Bank of America Corp | 107,131 | $6.46M | 0.00% | +3,226+3.1% | Added |
| Citigroup Inc | 153,967 | $9.28M | 0.01% | −67,964−30.6% | Reduced |
| LPL Financial LLC | 158,508 | $9.56M | 0.01% | +13,074+9.0% | Added |
| Energy Income Partners, LLC | 174,055 | $10.5M | 0.21% | +174,055 | New |
| Raymond James Financial Services Advisors, Inc. | 193,821 | $11.7M | 0.02% | +690+0.4% | Added |
| Jennison Associates LLC | 202,965 | $12.2M | 0.01% | −53,933−21.0% | Reduced |
| Recurrent Investment Advisors LLC | 204,815 | $12.3M | 1.43% | +20,379+11.0% | Added |
| Walnut Private Equity Partners, LLC | 206,000 | $12.4M | 7.90% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 238,766 | $14.4M | 0.80% | −1,182−0.5% | Reduced |
| Fractal Investments LLC | 242,000 | $14.6M | 2.65% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 253,157 | $15.3M | 0.01% | −239,174−48.6% | Reduced |