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 |
|---|---|---|---|---|---|
| ELCO Management Co., LLC | 24,096 | $1.36M | 0.79% | −120−0.5% | Reduced |
| Ameriprise Financial Inc | 24,688 | $1.40M | 0.00% | +7,573+44.2% | Added |
| Stifel Financial Corp | 25,057 | $1.42M | 0.00% | +5,875+30.6% | Added |
| 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 |
| Creative Planning | 26,018 | $1.47M | 0.00% | −1,595−5.8% | Reduced |
| Custom Index Systems, LLC | 26,100 | $1.48M | 0.85% | +1,593+6.5% | Added |
| HighTower Advisors, LLC | 26,291 | $1.49M | 0.00% | +613+2.4% | Added |
| Finer Wealth Management, Inc. | 27,084 | $1.53M | 0.99% | +1,483+5.8% | Added |
| Spirit of America Management Corp | 27,555 | $1.56M | 0.32% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 27,641 | $1.56M | 0.00% | +14,540+111.0% | Added |
| SpiderRock Advisors, LLC | 27,825 | $1.57M | 0.04% | +27,825 | New |
| Dividend Assets Capital, LLC | 28,948 | $1.64M | 0.33% | +13,091+82.6% | Added |
| Cascade Investment Group, Inc. | 29,030 | $1.64M | 1.28% | −1,285−4.2% | Reduced |
| Sigma Planning Corp | 29,188 | $1.65M | 0.05% | +284+1.0% | Added |
| Cetera Investment Advisers | 30,901 | $1.75M | 0.00% | +8,764+39.6% | Added |
| The PNC Financial Services Group, Inc. | 31,070 | $1.76M | 0.00% | −31,296−50.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 32,909 | $1.86M | 0.08% | −20,494−38.4% | Reduced |
| Westwood Holdings Group Inc. | 33,396 | $1.89M | 0.01% | +33,396 | New |
| Mariner, LLC | 34,379 | $1.94M | 0.00% | +21,737+171.9% | Added |
| Empirical Asset Management, LLC | 34,983 | $1.98M | 0.74% | −443−1.3% | Reduced |
| CoreCap Advisors, LLC | 35,011 | $1.98M | 0.21% | +2,359+7.2% | Added |
| Natixis | 35,160 | $1.99M | 0.01% | +35,160 | New |
| Van Eck Associates Corp | 36,313 | $2.05M | 0.00% | +36,313 | New |
| Park Circle Co | 36,350 | $2.06M | 2.03% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 37,493 | $2.12M | 0.03% | +37,493 | New |
| Apollon Wealth Management, LLC | 44,013 | $2.49M | 0.08% | +1,393+3.3% | Added |
| Castleark Management LLC | 48,190 | $2.72M | 0.11% | +16,260+50.9% | Added |
| Advisors Asset Management, Inc. | 48,248 | $2.73M | 0.05% | +42,108+685.8% | Added |
| Waldron Private Wealth LLC | 50,000 | $2.83M | 0.13% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 52,064 | $2.94M | 0.02% | +15,087+40.8% | Added |
| Barnett & Company, Inc. | 52,883 | $2.99M | 2.15% | −667−1.2% | Reduced |
| Chickasaw Capital Management LLC | 57,600 | $3.26M | 0.14% | +57,600 | New |
| Group One Trading, L.P. | 58,598 | $3.31M | 0.10% | +58,598 | New |
| Jane Street Group, LLC | 59,004 | $3.34M | 0.00% | +49,867+545.8% | Added |
| Nomura Holdings Inc | 60,000 | $3.39M | 0.02% | +60,000 | New |
| First Trust Advisors LP | 61,170 | $3.46M | 0.00% | +22,284+57.3% | Added |
| Texas Yale Capital Corp. | 65,676 | $3.71M | 0.18% | +41,376+170.3% | Added |
| Advisor Group Holdings, Inc. | 69,774 | $3.95M | 0.01% | −7,258−9.4% | Reduced |
| Kestra Advisory Services, LLC | 76,073 | $4.30M | 0.02% | +52,137+217.8% | Added |
| Raymond James & Associates | 79,123 | $4.47M | 0.00% | −5,989−7.0% | Reduced |
| Sanctuary Advisors, LLC | 86,297 | $4.89M | 0.04% | +86,297 | New |
| Brookfield Asset Management Inc. | 103,524 | $5.85M | 0.04% | +103,524 | New |
| Exchange Traded Concepts, LLC | 119,677 | $6.77M | 0.17% | +62,142+108.0% | Added |
| Royal Bank of Canada | 148,422 | $8.39M | 0.00% | +49,412+49.9% | Added |
| Kercheville Advisors, LLC | 154,033 | $8.71M | 3.78% | +154,033 | New |
| Captrust Financial Advisors | 189,048 | $10.7M | 0.03% | +189,048 | New |
| Walnut Private Equity Partners, LLC | 206,000 | $11.6M | 7.39% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 218,077 | $12.3M | 0.01% | +146,757+205.8% | Added |
| LPL Financial LLC | 226,995 | $12.8M | 0.01% | +68,487+43.2% | Added |
| TCG Advisory Services, LLC | 242,253 | $13.7M | 0.66% | +3,487+1.5% | Added |
| Susquehanna International Group, LLP | 264,891 | $15.0M | 0.03% | +239,535+944.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 276,829 | $15.7M | 0.02% | +83,008+42.8% | Added |
| Neuberger Berman Group LLC | 314,295 | $17.8M | 0.01% | +314,295 | New |
| Citigroup Inc | 435,977 | $24.7M | 0.02% | +282,010+183.2% | Added |
| Bank of America Corp | 495,788 | $28.0M | 0.00% | +388,657+362.8% | Added |
| Wells Fargo & Company | 518,286 | $29.3M | 0.01% | +99,430+23.7% | Added |
| Adams Asset Advisors, LLC | 571,538 | $32.3M | 4.21% | +258,103+82.3% | Added |
| Miller Howard Investments Inc | 583,323 | $33.0M | 1.09% | +146,152+33.4% | Added |
| Bowen Hanes & Co Inc | 600,000 | $33.9M | 0.94% | 00.0% | Unchanged |
| Recurrent Investment Advisors LLC | 668,593 | $37.8M | 3.98% | +463,778+226.4% | Added |
| Fractal Investments LLC | 672,682 | $38.0M | 6.62% | +430,682+178.0% | Added |
| FMR LLC | 697,595 | $39.4M | 0.00% | +676,694+3,237.6% | Added |
| Clearbridge Investments, LLC | 700,229 | $39.6M | 0.03% | +447,072+176.6% | Added |
| Energy Income Partners, LLC | 974,175 | $55.1M | 1.23% | +800,120+459.7% | Added |
| UBS Group AG | 978,171 | $55.3M | 0.02% | +430,339+78.6% | Added |
| Infrastructure Capital Advisors, LLC | 1,055,168 | $59.7M | 8.30% | +994,004+1,625.1% | Added |
| Tortoise Capital Advisors, L.L.C. | 1,351,368 | $76.4M | 1.01% | +1,346,258+26,345.6% | Added |
| Morgan Stanley | 1,412,971 | $79.9M | 0.01% | +956,313+209.4% | Added |
| Blackstone Group Inc. | 1,606,133 | $90.8M | 0.40% | +427,210+36.2% | Added |
| JPMorgan Chase & Co | 1,736,209 | $98.2M | 0.01% | +1,311,249+308.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,099,360 | $231.8M | 0.55% | +4,099,360 | New |
| Goldman Sachs Group Inc | 6,699,996 | $378.8M | 0.07% | +4,504,990+205.2% | Added |
| Invesco Ltd. | 8,500,432 | $480.6M | 0.10% | +8,037,218+1,735.1% | Added |
| Alps Advisors Inc | 18,812,738 | $1.06B | 7.30% | +9,130,494+94.3% | Added |
| Jennison Associates LLC | 0 | $0 | 0.00% | −202,965−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −24,163−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,542−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −11,305−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −12,154−100.0% | Sold out |
| F&V Capital Management, LLC | 0 | $0 | 0.00% | −8,250−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −6,952−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −4,443−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −3,918−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −3,793−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −3,625−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −3,560−100.0% | Sold out |
| Retirement Income Solutions, Inc | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −3,474−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Fernwood Investment Management, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Tortoise Index Solutions, LLC | – | – | – | – | Not filed |
| CWA Asset Management Group, LLC | – | – | – | – | Not filed |
| InterOcean Capital Group, LLC | – | – | – | – | Not filed |