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 |
|---|---|---|---|---|---|
| Financial Counselors Inc | 7,919 | $477.4K | 0.01% | 00.0% | Unchanged |
| Barr E S & Co | 7,775 | $468.8K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 7,749 | $467.2K | 0.00% | −701−8.3% | Reduced |
| WealthPLAN Partners, LLC | 7,526 | $453.7K | 0.05% | +8+0.1% | Added |
| Truist Financial Corp | 7,412 | $446.9K | 0.00% | +2,055+38.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 7,251 | $437.0K | 0.01% | −250−3.3% | Reduced |
| Jump Financial, LLC | 7,209 | $434.6K | 0.01% | +7,209 | New |
| Security National Bank of Sioux City Iowa | 7,000 | $422.0K | 0.30% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 6,988 | $421.3K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 6,988 | $421.3K | 0.01% | +20.0% | Added |
| Fifth Lane Capital, LP | 6,952 | $419.1K | 0.54% | +6,952 | New |
| Stratos Wealth Partners, LTD. | 6,666 | $401.9K | 0.01% | +62+0.9% | Added |
| PFG Investments, LLC | 6,561 | $395.6K | 0.02% | +794+13.8% | Added |
| GWM Advisors LLC | 6,535 | $394.0K | 0.00% | +63+1.0% | Added |
| Jaffetilchin Investment Partners, LLC | 6,476 | $390.4K | 0.04% | +54+0.8% | Added |
| L.M. Kohn & Company | 6,300 | $379.8K | 0.11% | 00.0% | Unchanged |
| Independent Advisor Alliance | 6,272 | $378.2K | 0.01% | +40+0.6% | Added |
| Advisors Asset Management, Inc. | 6,140 | $370.2K | 0.01% | +6,140 | New |
| Patriot Financial Group Insurance Agency, LLC | 5,931 | $357.6K | 0.06% | +154+2.7% | Added |
| Americana Partners, LLC | 5,838 | $352.0K | 0.03% | +5,838 | New |
| Inscription Capital, LLC | 5,475 | $330.1K | 0.05% | +5,475 | New |
| State of Wyoming | 5,381 | $324.4K | 0.05% | +2,493+86.3% | Added |
| Tortoise Capital Advisors, L.L.C. | 5,110 | $308.1K | 0.00% | −3,185−38.4% | Reduced |
| Keeley-Teton Advisors, LLC | 5,000 | $301.4K | 0.04% | +5,000 | New |
| Willis Investment Counsel | 4,883 | $294.4K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 4,780 | $288.2K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 4,693 | $282.9K | 0.00% | +4,693 | New |
| Carnegie Capital Asset Management, LLC | 4,650 | $280.3K | 0.01% | −63−1.3% | Reduced |
| Davenport & Co LLC | 4,550 | $274.3K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4,443 | $267.9K | 0.01% | +25+0.6% | Added |
| Virtus Investment Advisers, Inc. | 4,380 | $264.1K | 0.19% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 4,372 | $263.6K | 0.01% | −869−16.6% | Reduced |
| Brown Advisory Inc | 4,343 | $261.9K | 0.00% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 4,274 | $257.7K | 0.12% | −824−16.2% | Reduced |
| Arkadios Wealth Advisors | 4,160 | $250.8K | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,118 | $248.3K | 0.01% | +4,118 | New |
| CWA Asset Management Group, LLC | 4,111 | $247.9K | 0.02% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 4,040 | $243.6K | 0.06% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 3,918 | $236.2K | 0.00% | −35−0.9% | Reduced |
| HighPoint Advisor Group LLC | 4,384 | $231.0K | 0.02% | +4,384 | New |
| Kanawha Capital Management LLC | 3,800 | $229.1K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 3,793 | $228.7K | 0.00% | +3,793 | New |
| Raymond James Trust N.A. | 3,784 | $228.1K | 0.01% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 3,760 | $226.7K | 0.05% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 3,675 | $221.6K | 0.05% | −102−2.7% | Reduced |
| InterOcean Capital Group, LLC | 3,629 | $218.8K | 0.01% | +3,629 | New |
| Gladstone Institutional Advisory LLC | 3,625 | $218.6K | 0.01% | +3,625 | New |
| True North Advisors, LLC | 3,616 | $218.0K | 0.06% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 3,560 | $215.0K | 0.00% | +23+0.7% | Added |
| Newbridge Financial Services Group, Inc. | 3,548 | $213.9K | 0.09% | +3,548 | New |
| Northern Trust Corp | 3,546 | $213.8K | 0.00% | −283−7.4% | Reduced |
| Retirement Income Solutions, Inc | 3,500 | $211.0K | 0.05% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 3,498 | $210.9K | 0.03% | +11+0.3% | Added |
| Alpha Cubed Investments, LLC | 3,474 | $209.4K | 0.01% | +12+0.3% | Added |
| Oppenheimer Asset Management Inc. | 3,441 | $207.5K | 0.00% | −916−21.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,338 | $201.2K | 0.00% | +3,338 | New |
| Kingsview Wealth Management, LLC | 3,327 | $200.6K | 0.01% | +3,327 | New |
| Anchor Investment Management, LLC | 3,000 | $180.9K | 0.02% | −1,000−25.0% | Reduced |
| Salem Investment Counselors Inc | 2,666 | $160.7K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,025 | $122.0K | 0.00% | +2,025 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $121.0K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,584 | $89.2K | 0.01% | 00.0% | Unchanged |
| CSS LLC | 1,400 | $84.4K | 0.01% | +1,400 | New |
| Estabrook Capital Management | 1,250 | $75.4K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,200 | $72.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,094 | $65.9K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 972 | $58.6K | 0.00% | −121−11.1% | Reduced |
| Register Financial Advisors LLC | 913 | $55.1K | 0.03% | +913 | New |
| Fernwood Investment Management, LLC | 900 | $54.3K | 0.02% | +900 | New |
| Key Financial Inc | 897 | $54.1K | 0.01% | +12+1.4% | Added |
| Sunbelt Securities, Inc. | 881 | $53.1K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 847 | $51.1K | 0.01% | +682+413.3% | Added |
| Compass Wealth Management LLC | 800 | $48.2K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 750 | $45.2K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 700 | $42.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 650 | $39.2K | 0.00% | −200−23.5% | Reduced |
| Parallel Advisors, LLC | 625 | $37.7K | 0.00% | +8+1.3% | Added |
| Tower Research Capital LLC (TRC) | 618 | $37.3K | 0.00% | −434−41.3% | Reduced |
| Huntington National Bank | 531 | $32.0K | 0.00% | +200+60.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 500 | $30.1K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $30.1K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 500 | $30.1K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 500 | $30.1K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 500 | $30.1K | 0.01% | +500 | New |
| Principal Securities, Inc. | 453 | $27.3K | 0.00% | +5+1.1% | Added |
| Armstrong Advisory Group, Inc | 378 | $22.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 350 | $21.1K | 0.00% | +150+75.0% | Added |
| Bartlett & Co. Wealth Management LLC | 330 | $19.9K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 280 | $16.9K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 235 | $14.2K | 0.00% | +235 | New |
| Geneos Wealth Management Inc. | 215 | $12.9K | 0.00% | +3+1.4% | Added |
| Byrne Asset Management LLC | 200 | $12.1K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 199 | $12.0K | 0.00% | −203−50.5% | Reduced |
| CIBC Private Wealth Group, LLC | 200 | $12.0K | 0.00% | +200 | New |
| Pineridge Advisors LLC | 160 | $9.62K | 0.00% | +3+1.9% | Added |
| Glen Eagle Advisors, LLC | 143 | $8.62K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 135 | $8.09K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 128 | $7.72K | 0.00% | −172−57.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 100 | $6.03K | 0.00% | −227−69.4% | Reduced |
| CWM, LLC | 104 | $6.00K | 0.00% | +1+1.0% | Added |