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, Q2 2024
Institutional positions in Sunoco LP as of Jun 30, 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
- 275
- +67 vs. Q1 2024
- Shares held
- 58.6M
- +37.5M (+178.3%) vs. Q1 2024
- Total value
- $3.31B
- +$2.04B (+160.9%) vs. Q1 2024
- New holders
- 85
- 110 more added
- Sold out
- 18
- 34 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alps Advisors Inc | 18,812,738 | $1.06B | 7.30% | +9,130,494+94.3% | Added |
| Invesco Ltd. | 8,500,432 | $480.6M | 0.10% | +8,037,218+1,735.1% | Added |
| Goldman Sachs Group Inc | 6,699,996 | $378.8M | 0.07% | +4,504,990+205.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,099,360 | $231.8M | 0.55% | +4,099,360 | New |
| JPMorgan Chase & Co | 1,736,209 | $98.2M | 0.01% | +1,311,249+308.6% | Added |
| Blackstone Group Inc. | 1,606,133 | $90.8M | 0.40% | +427,210+36.2% | Added |
| Morgan Stanley | 1,412,971 | $79.9M | 0.01% | +956,313+209.4% | Added |
| Tortoise Capital Advisors, L.L.C. | 1,351,368 | $76.4M | 1.01% | +1,346,258+26,345.6% | Added |
| Infrastructure Capital Advisors, LLC | 1,055,168 | $59.7M | 8.30% | +994,004+1,625.1% | Added |
| UBS Group AG | 978,171 | $55.3M | 0.02% | +430,339+78.6% | Added |
| Energy Income Partners, LLC | 974,175 | $55.1M | 1.23% | +800,120+459.7% | Added |
| Clearbridge Investments, LLC | 700,229 | $39.6M | 0.03% | +447,072+176.6% | Added |
| FMR LLC | 697,595 | $39.4M | 0.00% | +676,694+3,237.6% | Added |
| Fractal Investments LLC | 672,682 | $38.0M | 6.62% | +430,682+178.0% | Added |
| Recurrent Investment Advisors LLC | 668,593 | $37.8M | 3.98% | +463,778+226.4% | Added |
| Bowen Hanes & Co Inc | 600,000 | $33.9M | 0.94% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 583,323 | $33.0M | 1.09% | +146,152+33.4% | Added |
| Adams Asset Advisors, LLC | 571,538 | $32.3M | 4.21% | +258,103+82.3% | Added |
| Wells Fargo & Company | 518,286 | $29.3M | 0.01% | +99,430+23.7% | Added |
| Bank of America Corp | 495,788 | $28.0M | 0.00% | +388,657+362.8% | Added |
| Citigroup Inc | 435,977 | $24.7M | 0.02% | +282,010+183.2% | Added |
| Neuberger Berman Group LLC | 314,295 | $17.8M | 0.01% | +314,295 | New |
| Raymond James Financial Services Advisors, Inc. | 276,829 | $15.7M | 0.02% | +83,008+42.8% | Added |
| Susquehanna International Group, LLP | 264,891 | $15.0M | 0.03% | +239,535+944.7% | Added |
| TCG Advisory Services, LLC | 242,253 | $13.7M | 0.66% | +3,487+1.5% | Added |
| LPL Financial LLC | 226,995 | $12.8M | 0.01% | +68,487+43.2% | Added |
| BNP Paribas Arbitrage, SA | 218,077 | $12.3M | 0.01% | +146,757+205.8% | Added |
| Walnut Private Equity Partners, LLC | 206,000 | $11.6M | 7.39% | 00.0% | Unchanged |
| Captrust Financial Advisors | 189,048 | $10.7M | 0.03% | +189,048 | New |
| Kercheville Advisors, LLC | 154,033 | $8.71M | 3.78% | +154,033 | New |
| Royal Bank of Canada | 148,422 | $8.39M | 0.00% | +49,412+49.9% | Added |
| Exchange Traded Concepts, LLC | 119,677 | $6.77M | 0.17% | +62,142+108.0% | Added |
| Brookfield Asset Management Inc. | 103,524 | $5.85M | 0.04% | +103,524 | New |
| Sanctuary Advisors, LLC | 86,297 | $4.89M | 0.04% | +86,297 | New |
| Raymond James & Associates | 79,123 | $4.47M | 0.00% | −5,989−7.0% | Reduced |
| Kestra Advisory Services, LLC | 76,073 | $4.30M | 0.02% | +52,137+217.8% | Added |
| Advisor Group Holdings, Inc. | 69,774 | $3.95M | 0.01% | −7,258−9.4% | Reduced |
| Texas Yale Capital Corp. | 65,676 | $3.71M | 0.18% | +41,376+170.3% | Added |
| First Trust Advisors LP | 61,170 | $3.46M | 0.00% | +22,284+57.3% | Added |
| Nomura Holdings Inc | 60,000 | $3.39M | 0.02% | +60,000 | New |
| Jane Street Group, LLC | 59,004 | $3.34M | 0.00% | +49,867+545.8% | Added |
| Group One Trading, L.P. | 58,598 | $3.31M | 0.10% | +58,598 | New |
| Chickasaw Capital Management LLC | 57,600 | $3.26M | 0.14% | +57,600 | New |
| Barnett & Company, Inc. | 52,883 | $2.99M | 2.15% | −667−1.2% | Reduced |
| Private Advisor Group, LLC | 52,064 | $2.94M | 0.02% | +15,087+40.8% | Added |
| Waldron Private Wealth LLC | 50,000 | $2.83M | 0.13% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 48,248 | $2.73M | 0.05% | +42,108+685.8% | Added |
| Castleark Management LLC | 48,190 | $2.72M | 0.11% | +16,260+50.9% | Added |
| Apollon Wealth Management, LLC | 44,013 | $2.49M | 0.08% | +1,393+3.3% | Added |
| Wolverine Trading, LLC | 37,493 | $2.12M | 0.03% | +37,493 | New |
| Park Circle Co | 36,350 | $2.06M | 2.03% | 00.0% | Unchanged |
| Van Eck Associates Corp | 36,313 | $2.05M | 0.00% | +36,313 | New |
| Natixis | 35,160 | $1.99M | 0.01% | +35,160 | New |
| CoreCap Advisors, LLC | 35,011 | $1.98M | 0.21% | +2,359+7.2% | Added |
| Empirical Asset Management, LLC | 34,983 | $1.98M | 0.74% | −443−1.3% | Reduced |
| Mariner, LLC | 34,379 | $1.94M | 0.00% | +21,737+171.9% | Added |
| Westwood Holdings Group Inc. | 33,396 | $1.89M | 0.01% | +33,396 | New |
| Susquehanna Portfolio Strategies, LLC | 32,909 | $1.86M | 0.08% | −20,494−38.4% | Reduced |
| The PNC Financial Services Group, Inc. | 31,070 | $1.76M | 0.00% | −31,296−50.2% | Reduced |
| Cetera Investment Advisers | 30,901 | $1.75M | 0.00% | +8,764+39.6% | Added |
| Sigma Planning Corp | 29,188 | $1.65M | 0.05% | +284+1.0% | Added |
| Cascade Investment Group, Inc. | 29,030 | $1.64M | 1.28% | −1,285−4.2% | Reduced |
| Dividend Assets Capital, LLC | 28,948 | $1.64M | 0.33% | +13,091+82.6% | Added |
| SpiderRock Advisors, LLC | 27,825 | $1.57M | 0.04% | +27,825 | New |
| Envestnet Asset Management Inc | 27,641 | $1.56M | 0.00% | +14,540+111.0% | Added |
| Spirit of America Management Corp | 27,555 | $1.56M | 0.32% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 27,084 | $1.53M | 0.99% | +1,483+5.8% | Added |
| HighTower Advisors, LLC | 26,291 | $1.49M | 0.00% | +613+2.4% | Added |
| Custom Index Systems, LLC | 26,100 | $1.48M | 0.85% | +1,593+6.5% | Added |
| Creative Planning | 26,018 | $1.47M | 0.00% | −1,595−5.8% | Reduced |
| Commonwealth Equity Services, LLC | 25,460 | $1.44M | 0.00% | −2,864−10.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 25,473 | $1.44M | 0.01% | +807+3.3% | Added |
| Stifel Financial Corp | 25,057 | $1.42M | 0.00% | +5,875+30.6% | Added |
| Ameriprise Financial Inc | 24,688 | $1.40M | 0.00% | +7,573+44.2% | Added |
| ELCO Management Co., LLC | 24,096 | $1.36M | 0.79% | −120−0.5% | Reduced |
| US Bancorp | 22,226 | $1.26M | 0.00% | +119+0.5% | Added |
| Strategic Financial Concepts, LLC | 68,194 | $1.24M | 0.00% | +68,194 | New |
| Gateway Advisory, LLC | 21,607 | $1.22M | 0.21% | +21,607 | New |
| Bramshill Investments, LLC | 20,858 | $1.18M | 0.13% | +10,816+107.7% | Added |
| Kayne Anderson Capital Advisors LP | 19,520 | $1.10M | 0.03% | +5,320+37.5% | Added |
| American Financial Group Inc | 19,500 | $1.10M | 0.47% | +4,000+25.8% | Added |
| Glenmede Trust Co NA | 19,500 | $1.10M | 0.01% | +19,500 | New |
| Duff & Phelps Investment Management Co | 18,935 | $1.07M | 0.01% | +18,935 | New |
| Kestra Private Wealth Services, LLC | 18,923 | $1.07M | 0.02% | +1,086+6.1% | Added |
| Gilman Hill Asset Management, LLC | 18,674 | $1.06M | 0.19% | +18,674 | New |
| Baird Financial Group, Inc. | 18,518 | $1.05M | 0.00% | −4,693−20.2% | Reduced |
| BlackRock Inc. | 16,653 | $941.6K | 0.00% | +16,653 | New |
| Focus Financial Network, Inc. | 16,070 | $938.8K | 0.04% | +887+5.8% | Added |
| XTX Topco Ltd | 15,732 | $889.5K | 0.08% | +15,732 | New |
| McDonald Partners LLC | 15,388 | $870.1K | 0.23% | +388+2.6% | Added |
| CI Private Wealth, LLC | 15,318 | $866.1K | 0.00% | −2,222−12.7% | Reduced |
| XML Financial, LLC | 15,209 | $859.9K | 0.09% | +173+1.2% | Added |
| AE Wealth Management LLC | 14,780 | $835.7K | 0.01% | +14,780 | New |
| Linscomb & Williams, Inc. | 14,740 | $833.4K | 0.04% | +14,740 | New |
| IFG Advisory, LLC | 13,951 | $788.8K | 0.05% | +13,951 | New |
| M&T Bank Corp | 13,626 | $770.4K | 0.00% | +13,626 | New |
| Quad-Cities Investment Group, LLC | 13,624 | $770.3K | 0.43% | +288+2.2% | Added |
| Institutional & Family Asset Management, LLC | 13,538 | $765.4K | 0.12% | +13,538 | New |
| Baker Avenue Asset Management, LP | 13,000 | $735.0K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 12,895 | $729.0K | 0.00% | −287−2.2% | Reduced |