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 |
|---|---|---|---|---|---|
| MAI Capital Management | 4,621 | $261.3K | 0.00% | −159−3.3% | Reduced |
| Raymond James Trust N.A. | 4,716 | $266.6K | 0.01% | +932+24.6% | Added |
| Whitener Capital Management, Inc. | 4,760 | $269.1K | 0.08% | +4,760 | New |
| Basso Capital Management, L.P. | 4,880 | $275.9K | 0.25% | +4,880 | New |
| Willis Investment Counsel | 4,883 | $276.1K | 0.02% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,927 | $278.6K | 0.00% | +4,927 | New |
| Crumly & Associates Inc. | 4,953 | $280.0K | 0.08% | +4,953 | New |
| Arrow Investment Advisors, LLC | 4,998 | $282.6K | 0.26% | +4,998 | New |
| Keeley-Teton Advisors, LLC | 5,000 | $282.7K | 0.04% | 00.0% | Unchanged |
| Capital Advisors Inc | 5,159 | $291.7K | 0.01% | +5,159 | New |
| Guggenheim Capital LLC | 5,272 | $298.1K | 0.00% | +5,272 | New |
| Carnegie Capital Asset Management, LLC | 5,354 | $302.7K | 0.01% | +704+15.1% | Added |
| MML Investors Services, LLC | 5,546 | $314.0K | 0.00% | −6,174−52.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,756 | $325.4K | 0.01% | +5,756 | New |
| Motco | 5,760 | $325.7K | 0.02% | +5,760 | New |
| Truist Financial Corp | 5,832 | $329.7K | 0.00% | −1,580−21.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,833 | $329.8K | 0.05% | −98−1.7% | Reduced |
| Americana Partners, LLC | 5,838 | $330.1K | 0.03% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 5,994 | $338.9K | 0.06% | +5,994 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,000 | $339.2K | 0.00% | −11,000−64.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 6,116 | $345.8K | 0.01% | +6,116 | New |
| L.M. Kohn & Company | 6,200 | $350.5K | 0.09% | −100−1.6% | Reduced |
| HighPoint Advisor Group LLC | 6,384 | $352.0K | 0.02% | +2,000+45.6% | Added |
| King Luther Capital Management Corp | 6,233 | $352.4K | 0.00% | +6,233 | New |
| Atria Investments LLC | 6,263 | $354.1K | 0.00% | +6,263 | New |
| Jaffetilchin Investment Partners, LLC | 6,473 | $366.0K | 0.03% | −30.0% | Reduced |
| Toroso Investments, LLC | 6,492 | $367.1K | 0.01% | +6,492 | New |
| PFG Investments, LLC | 6,594 | $372.8K | 0.03% | +33+0.5% | Added |
| Jump Financial, LLC | 6,698 | $378.7K | 0.01% | −511−7.1% | Reduced |
| Oppenheimer & Co Inc | 6,948 | $392.8K | 0.01% | +6,948 | New |
| Cresset Asset Management, LLC | 6,988 | $395.1K | 0.00% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 7,000 | $395.8K | 0.29% | 00.0% | Unchanged |
| GWM Advisors LLC | 7,025 | $397.2K | 0.00% | +490+7.5% | Added |
| Green Square Capital Advisors LLC | 7,302 | $412.9K | 0.06% | +7,302 | New |
| State of Wyoming | 7,484 | $423.1K | 0.07% | +2,103+39.1% | Added |
| WealthPLAN Partners, LLC | 7,536 | $426.1K | 0.05% | +10+0.1% | Added |
| D.A. Davidson & Co. | 7,672 | $433.8K | 0.00% | +2,979+63.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 7,741 | $438.0K | 0.01% | +490+6.8% | Added |
| Barr E S & Co | 7,775 | $439.6K | 0.03% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 7,779 | $439.8K | 0.01% | +4,452+133.8% | Added |
| Stratos Wealth Partners, LTD. | 7,891 | $446.2K | 0.01% | +1,225+18.4% | Added |
| Silvercrest Asset Management Group LLC | 8,000 | $452.3K | 0.00% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 8,169 | $461.9K | 0.05% | +8,169 | New |
| Cohen Capital Management, Inc. | 8,210 | $464.2K | 0.08% | +8,210 | New |
| Simplex Trading, LLC | 8,258 | $466.0K | 0.01% | +6,233+307.8% | Added |
| EP Wealth Advisors, LLC | 8,296 | $469.0K | 0.00% | +293+3.7% | Added |
| Good Life Advisors, LLC | 8,352 | $472.2K | 0.04% | +391+4.9% | Added |
| United Advisor Group, LLC | 8,564 | $484.2K | 0.15% | −67−0.8% | Reduced |
| Wealthcare Advisory Partners LLC | 8,888 | $502.5K | 0.02% | +1,900+27.2% | Added |
| Steele Capital Management, Inc. | 8,932 | $505.0K | 0.03% | 00.0% | Unchanged |
| Bokf, NA | 8,993 | $508.5K | 0.01% | +8,993 | New |
| Davidson Trust Co | 9,000 | $508.9K | 0.35% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 9,122 | $515.8K | 0.05% | −266−2.8% | Reduced |
| Keybank National Association | 9,164 | $518.1K | 0.00% | +9,164 | New |
| U.S. Capital Wealth Advisors, LLC | 9,325 | $527.2K | 0.02% | +228+2.5% | Added |
| IHT Wealth Management, LLC | 9,382 | $530.4K | 0.02% | +352+3.9% | Added |
| Avidian Wealth Solutions, LLC | 9,510 | $537.7K | 0.03% | +9,510 | New |
| PSI Advisors, LLC | 9,557 | $540.3K | 0.17% | −140−1.4% | Reduced |
| Crescent Grove Advisors, LLC | 9,560 | $540.5K | 0.06% | +9,560 | New |
| Financial Counselors Inc | 9,606 | $543.1K | 0.01% | +1,687+21.3% | Added |
| Hilltop Holdings Inc. | 9,644 | $545.3K | 0.06% | +9,644 | New |
| Independent Advisor Alliance | 9,729 | $550.1K | 0.02% | +3,457+55.1% | Added |
| Rockefeller Capital Management L.P. | 10,176 | $575.4K | 0.00% | +10,176 | New |
| Inscription Capital, LLC | 10,198 | $576.6K | 0.09% | +4,723+86.3% | Added |
| International Assets Investment Management, LLC | 10,344 | $584.8K | 0.06% | +633+6.5% | Added |
| National Asset Management, Inc. | 10,447 | $590.7K | 0.02% | +570+5.8% | Added |
| Wedbush Securities Inc | 10,553 | $597.0K | 0.02% | +218+2.1% | Added |
| Brown Advisory Inc | 10,973 | $620.4K | 0.00% | +6,630+152.7% | Added |
| Brookstone Capital Management | 10,660 | $622.8K | 0.01% | −24−0.2% | Reduced |
| True North Advisors, LLC | 11,116 | $628.5K | 0.17% | +7,500+207.4% | Added |
| Baldwin Brothers Inc | 11,360 | $642.3K | 0.05% | +860+8.2% | Added |
| Avantax Advisory Services, Inc. | 11,837 | $669.2K | 0.00% | +4,088+52.8% | Added |
| Mercer Global Advisors Inc | 12,185 | $688.9K | 0.00% | +1,028+9.2% | Added |
| Hudson Valley Investment Advisors Inc | 12,000 | $692.0K | 0.09% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 12,347 | $698.1K | 0.04% | +12,347 | New |
| Janney Montgomery Scott LLC | 12,895 | $729.0K | 0.00% | −287−2.2% | Reduced |
| Baker Avenue Asset Management, LP | 13,000 | $735.0K | 0.03% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 13,538 | $765.4K | 0.12% | +13,538 | New |
| Quad-Cities Investment Group, LLC | 13,624 | $770.3K | 0.43% | +288+2.2% | Added |
| M&T Bank Corp | 13,626 | $770.4K | 0.00% | +13,626 | New |
| IFG Advisory, LLC | 13,951 | $788.8K | 0.05% | +13,951 | New |
| Linscomb & Williams, Inc. | 14,740 | $833.4K | 0.04% | +14,740 | New |
| AE Wealth Management LLC | 14,780 | $835.7K | 0.01% | +14,780 | New |
| XML Financial, LLC | 15,209 | $859.9K | 0.09% | +173+1.2% | Added |
| CI Private Wealth, LLC | 15,318 | $866.1K | 0.00% | −2,222−12.7% | Reduced |
| McDonald Partners LLC | 15,388 | $870.1K | 0.23% | +388+2.6% | Added |
| XTX Topco Ltd | 15,732 | $889.5K | 0.08% | +15,732 | New |
| Focus Financial Network, Inc. | 16,070 | $938.8K | 0.04% | +887+5.8% | Added |
| BlackRock Inc. | 16,653 | $941.6K | 0.00% | +16,653 | New |
| Baird Financial Group, Inc. | 18,518 | $1.05M | 0.00% | −4,693−20.2% | Reduced |
| Gilman Hill Asset Management, LLC | 18,674 | $1.06M | 0.19% | +18,674 | New |
| Kestra Private Wealth Services, LLC | 18,923 | $1.07M | 0.02% | +1,086+6.1% | Added |
| Duff & Phelps Investment Management Co | 18,935 | $1.07M | 0.01% | +18,935 | New |
| Glenmede Trust Co NA | 19,500 | $1.10M | 0.01% | +19,500 | New |
| American Financial Group Inc | 19,500 | $1.10M | 0.47% | +4,000+25.8% | Added |
| Kayne Anderson Capital Advisors LP | 19,520 | $1.10M | 0.03% | +5,320+37.5% | Added |
| Bramshill Investments, LLC | 20,858 | $1.18M | 0.13% | +10,816+107.7% | Added |
| Gateway Advisory, LLC | 21,607 | $1.22M | 0.21% | +21,607 | New |
| Strategic Financial Concepts, LLC | 68,194 | $1.24M | 0.00% | +68,194 | New |
| US Bancorp | 22,226 | $1.26M | 0.00% | +119+0.5% | Added |