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 |
|---|---|---|---|---|---|
| Adams Asset Advisors, LLC | 313,435 | $18.9M | 2.44% | 00.0% | Unchanged |
| Wells Fargo & Company | 418,856 | $25.3M | 0.01% | +63,179+17.8% | Added |
| JPMorgan Chase & Co | 424,960 | $25.6M | 0.00% | +202,320+90.9% | Added |
| Miller Howard Investments Inc | 437,171 | $26.4M | 0.86% | +17,757+4.2% | Added |
| Morgan Stanley | 456,658 | $27.5M | 0.00% | −298,270−39.5% | Reduced |
| Invesco Ltd. | 463,214 | $27.9M | 0.01% | −764,046−62.3% | Reduced |
| UBS Group AG | 547,832 | $33.0M | 0.01% | +6,883+1.3% | Added |
| Bowen Hanes & Co Inc | 600,000 | $36.2M | 1.03% | 00.0% | Unchanged |
| Blackstone Group Inc. | 1,178,923 | $71.1M | 0.31% | −1,208,685−50.6% | Reduced |
| Goldman Sachs Group Inc | 2,195,006 | $132.3M | 0.03% | −709,729−24.4% | Reduced |
| Alps Advisors Inc | 9,682,244 | $583.7M | 4.13% | +183,538+1.9% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −27,564−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −15,187−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −14,935−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −9,707−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −9,658−100.0% | Sold out |
| Crescent Grove Advisors, LLC | 0 | $0 | 0.00% | −7,800−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,463−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −5,791−100.0% | Sold out |
| HFG Advisors, Inc. | 0 | $0 | 0.00% | −5,790−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,291−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −4,133−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −3,987−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −3,788−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −3,687−100.0% | Sold out |
| First Financial Bankshares Inc | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −3,586−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −3,564−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,538−100.0% | Sold out |
| Arrow Investment Advisors, LLC | 0 | $0 | 0.00% | −3,460−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −3,402−100.0% | Sold out |
| Retirement Solution Inc. | 0 | $0 | 0.00% | −3,342−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −2,550−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −1,021−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| BlackRock Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Bridgecreek Investment Management, LLC | – | – | – | – | Not filed |
| Focus Financial Network Inc | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |
| Bartlett & Co. LLC | – | – | – | – | Not filed |