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 |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 9 | $509 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 10 | $583 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 14 | $796 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 27 | $1.53K | 0.00% | +27 | New |
| Sound Income Strategies, LLC | 28 | $1.58K | 0.00% | 00.0% | Unchanged |
| Rudius Management LP | 33 | $1.87K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 33 | $1.87K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 36 | $2.04K | 0.00% | +36 | New |
| Gables Capital Management Inc. | 40 | $2.26K | 0.00% | +40 | New |
| Barclays PLC | 48 | $2.71K | 0.00% | −10,717−99.6% | Reduced |
| Wolff Wiese Magana LLC | 67 | $3.79K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 76 | $4.30K | 0.00% | −24−24.0% | Reduced |
| CVA Family Office, LLC | 79 | $4.47K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 80 | $4.52K | 0.00% | +80 | New |
| NBC Securities, Inc. | 100 | $5.00K | 0.00% | +100 | New |
| Umb Bank N A | 90 | $5.09K | 0.00% | +90 | New |
| Cedar Mountain Advisors, LLC | 93 | $5.26K | 0.00% | +40+75.5% | Added |
| Federation des caisses Desjardins du Quebec | 100 | $5.65K | 0.00% | −250−71.4% | Reduced |
| CWM, LLC | 106 | $6.00K | 0.00% | +2+1.9% | Added |
| Headlands Technologies LLC | 120 | $6.79K | 0.00% | −79−39.7% | Reduced |
| Sachetta, LLC | 135 | $7.44K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 143 | $8.09K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 146 | $8.26K | 0.00% | +146 | New |
| ORG Partners LLC | 160 | $9.02K | 0.00% | +160 | New |
| Eagle Bay Advisors LLC | 161 | $9.10K | 0.01% | +81+101.3% | Added |
| Pineridge Advisors LLC | 162 | $9.17K | 0.00% | +2+1.3% | Added |
| Financial Network Wealth Advisors LLC | 163 | $9.22K | 0.01% | +163 | New |
| Armstrong Advisory Group, Inc | 198 | $11.2K | 0.00% | −180−47.6% | Reduced |
| RFP Financial Group LLC | 200 | $11.3K | 0.00% | +200 | New |
| TD Waterhouse Canada Inc. | 200 | $11.3K | 0.00% | +200 | New |
| Byrne Asset Management LLC | 200 | $11.4K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 218 | $12.3K | 0.00% | +3+1.4% | Added |
| Farmers & Merchants Investments Inc | 257 | $14.5K | 0.00% | +257 | New |
| Caldwell Sutter Capital, Inc. | 261 | $14.8K | 0.01% | +261 | New |
| Naples Money Management LLC | 280 | $15.8K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 300 | $16.9K | 0.00% | +100+50.0% | Added |
| Cypress Capital, LLC | 305 | $17.2K | 0.00% | +305 | New |
| Bartlett & Co. Wealth Management LLC | 330 | $18.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 331 | $18.7K | 0.00% | −200−37.7% | Reduced |
| Signaturefd, LLC | 425 | $24.0K | 0.00% | +350+466.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 500 | $28.3K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 500 | $28.3K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $28.3K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 500 | $28.3K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 560 | $31.7K | 0.00% | +560 | New |
| Longfellow Investment Management Co LLC | 574 | $32.5K | 0.01% | +574 | New |
| Parallel Advisors, LLC | 634 | $35.8K | 0.00% | +9+1.4% | Added |
| Coppell Advisory Solutions LLC | 650 | $36.7K | 0.01% | +650 | New |
| Private Trust Co NA | 650 | $36.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 666 | $37.7K | 0.00% | +666 | New |
| Principal Securities, Inc. | 677 | $38.3K | 0.00% | +224+49.4% | Added |
| Harbour Investments, Inc. | 731 | $41.4K | 0.00% | −241−24.8% | Reduced |
| Parkside Financial Bank & Trust | 784 | $44.3K | 0.01% | +784 | New |
| Compass Wealth Management LLC | 800 | $45.2K | 0.01% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 810 | $45.8K | 0.03% | +810 | New |
| Global Retirement Partners, LLC | 845 | $47.8K | 0.00% | +845 | New |
| Ashton Thomas Private Wealth, LLC | 901 | $51.0K | 0.00% | +901 | New |
| Key Financial Inc | 912 | $51.6K | 0.01% | +15+1.7% | Added |
| Register Financial Advisors LLC | 928 | $52.5K | 0.03% | +15+1.6% | Added |
| Allworth Financial LP | 982 | $56.7K | 0.00% | +282+40.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,004 | $56.8K | 0.00% | +876+684.4% | Added |
| Quent Capital, LLC | 1,031 | $58.3K | 0.01% | +184+21.7% | Added |
| Sunbelt Securities, Inc. | 1,081 | $61.1K | 0.01% | +200+22.7% | Added |
| GPS Wealth Strategies Group, LLC | 1,094 | $61.8K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,142 | $65.0K | 0.00% | +1,142 | New |
| Johnson Financial Group, Inc. | 1,200 | $67.8K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,250 | $70.7K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,295 | $73.2K | 0.00% | +1,295 | New |
| Jones Financial Companies LLLP | 1,329 | $75.2K | 0.00% | +1,094+465.5% | Added |
| Front Row Advisors LLC | 1,350 | $76.3K | 0.03% | +600+80.0% | Added |
| Clearstead Advisors, LLC | 1,467 | $82.9K | 0.00% | +1,467 | New |
| HHM Wealth Advisors, LLC | 1,650 | $93.3K | 0.01% | +1,650 | New |
| EverSource Wealth Advisors, LLC | 1,884 | $103.5K | 0.01% | +300+18.9% | Added |
| Icon Wealth Advisors, LLC | 2,049 | $112.5K | 0.01% | +2,049 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $113.0K | 0.05% | 00.0% | Unchanged |
| Resources Management Corp | 2,240 | $127.0K | 0.02% | +2,240 | New |
| Salem Investment Counselors Inc | 2,666 | $150.7K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,000 | $169.6K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,403 | $192.4K | 0.07% | −145−4.1% | Reduced |
| Pensionmark Financial Group, LLC | 3,600 | $203.5K | 0.01% | +3,600 | New |
| Wealth Alliance Advisory Group, LLC | 3,654 | $206.6K | 0.05% | +3,654 | New |
| Tyche Wealth Partners LLC | 3,705 | $209.5K | 0.05% | +30+0.8% | Added |
| Lakeview Capital Partners, LLC | 3,498 | $210.9K | 0.03% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 3,760 | $212.6K | 0.05% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 3,800 | $214.9K | 0.02% | 00.0% | Unchanged |
| GTS Securities LLC | 3,829 | $216.5K | 0.00% | +3,829 | New |
| Wealth Enhancement Advisory Services, LLC | 3,902 | $220.6K | 0.00% | +564+16.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 3,997 | $226.0K | 0.02% | +3,997 | New |
| Quadrant Private Wealth Management, LLC | 4,040 | $228.4K | 0.05% | 00.0% | Unchanged |
| Davenport & Co LLC | 4,050 | $229.0K | 0.00% | −500−11.0% | Reduced |
| Tower Research Capital LLC (TRC) | 4,164 | $235.4K | 0.00% | +3,546+573.8% | Added |
| Ameritas Advisory Services, LLC | 4,167 | $235.6K | 0.01% | +4,167 | New |
| Boston Private Wealth LLC | 4,227 | $239.0K | 0.01% | +109+2.6% | Added |
| Centennial Wealth Advisory LLC | 4,376 | $247.4K | 0.11% | +102+2.4% | Added |
| Virtus Investment Advisers, Inc. | 4,380 | $247.6K | 0.21% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 4,384 | $247.9K | 0.06% | +4,384 | New |
| Northern Trust Corp | 4,410 | $249.3K | 0.00% | +864+24.4% | Added |
| Arkadios Wealth Advisors | 4,441 | $251.1K | 0.02% | +281+6.8% | Added |
| Mutual Advisors, LLC | 4,621 | $252.5K | 0.01% | +249+5.7% | Added |
| Oppenheimer Asset Management Inc. | 4,617 | $261.0K | 0.00% | +1,176+34.2% | Added |