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 |
|---|---|---|---|---|---|
| Moors & Cabot, Inc. | 12,347 | $698.1K | 0.04% | +12,347 | New |
| Hudson Valley Investment Advisors Inc | 12,000 | $692.0K | 0.09% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 12,185 | $688.9K | 0.00% | +1,028+9.2% | Added |
| Avantax Advisory Services, Inc. | 11,837 | $669.2K | 0.00% | +4,088+52.8% | Added |
| Baldwin Brothers Inc | 11,360 | $642.3K | 0.05% | +860+8.2% | Added |
| True North Advisors, LLC | 11,116 | $628.5K | 0.17% | +7,500+207.4% | Added |
| Brookstone Capital Management | 10,660 | $622.8K | 0.01% | −24−0.2% | Reduced |
| Brown Advisory Inc | 10,973 | $620.4K | 0.00% | +6,630+152.7% | Added |
| Wedbush Securities Inc | 10,553 | $597.0K | 0.02% | +218+2.1% | Added |
| National Asset Management, Inc. | 10,447 | $590.7K | 0.02% | +570+5.8% | Added |
| International Assets Investment Management, LLC | 10,344 | $584.8K | 0.06% | +633+6.5% | Added |
| Inscription Capital, LLC | 10,198 | $576.6K | 0.09% | +4,723+86.3% | Added |
| Rockefeller Capital Management L.P. | 10,176 | $575.4K | 0.00% | +10,176 | New |
| Independent Advisor Alliance | 9,729 | $550.1K | 0.02% | +3,457+55.1% | Added |
| Hilltop Holdings Inc. | 9,644 | $545.3K | 0.06% | +9,644 | New |
| Financial Counselors Inc | 9,606 | $543.1K | 0.01% | +1,687+21.3% | Added |
| Crescent Grove Advisors, LLC | 9,560 | $540.5K | 0.06% | +9,560 | New |
| PSI Advisors, LLC | 9,557 | $540.3K | 0.17% | −140−1.4% | Reduced |
| Avidian Wealth Solutions, LLC | 9,510 | $537.7K | 0.03% | +9,510 | New |
| IHT Wealth Management, LLC | 9,382 | $530.4K | 0.02% | +352+3.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 9,325 | $527.2K | 0.02% | +228+2.5% | Added |
| Keybank National Association | 9,164 | $518.1K | 0.00% | +9,164 | New |
| Tradition Wealth Management, LLC | 9,122 | $515.8K | 0.05% | −266−2.8% | Reduced |
| Davidson Trust Co | 9,000 | $508.9K | 0.35% | 00.0% | Unchanged |
| Bokf, NA | 8,993 | $508.5K | 0.01% | +8,993 | New |
| Steele Capital Management, Inc. | 8,932 | $505.0K | 0.03% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 8,888 | $502.5K | 0.02% | +1,900+27.2% | Added |
| United Advisor Group, LLC | 8,564 | $484.2K | 0.15% | −67−0.8% | Reduced |
| Good Life Advisors, LLC | 8,352 | $472.2K | 0.04% | +391+4.9% | Added |
| EP Wealth Advisors, LLC | 8,296 | $469.0K | 0.00% | +293+3.7% | Added |
| Simplex Trading, LLC | 8,258 | $466.0K | 0.01% | +6,233+307.8% | Added |
| Cohen Capital Management, Inc. | 8,210 | $464.2K | 0.08% | +8,210 | New |
| Oxbow Advisors, LLC | 8,169 | $461.9K | 0.05% | +8,169 | New |
| Silvercrest Asset Management Group LLC | 8,000 | $452.3K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 7,891 | $446.2K | 0.01% | +1,225+18.4% | Added |
| Kingsview Wealth Management, LLC | 7,779 | $439.8K | 0.01% | +4,452+133.8% | Added |
| Barr E S & Co | 7,775 | $439.6K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 7,741 | $438.0K | 0.01% | +490+6.8% | Added |
| D.A. Davidson & Co. | 7,672 | $433.8K | 0.00% | +2,979+63.5% | Added |
| WealthPLAN Partners, LLC | 7,536 | $426.1K | 0.05% | +10+0.1% | Added |
| State of Wyoming | 7,484 | $423.1K | 0.07% | +2,103+39.1% | Added |
| Green Square Capital Advisors LLC | 7,302 | $412.9K | 0.06% | +7,302 | New |
| GWM Advisors LLC | 7,025 | $397.2K | 0.00% | +490+7.5% | Added |
| Security National Bank of Sioux City Iowa | 7,000 | $395.8K | 0.29% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 6,988 | $395.1K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 6,948 | $392.8K | 0.01% | +6,948 | New |
| Jump Financial, LLC | 6,698 | $378.7K | 0.01% | −511−7.1% | Reduced |
| PFG Investments, LLC | 6,594 | $372.8K | 0.03% | +33+0.5% | Added |
| Toroso Investments, LLC | 6,492 | $367.1K | 0.01% | +6,492 | New |
| Jaffetilchin Investment Partners, LLC | 6,473 | $366.0K | 0.03% | −30.0% | Reduced |
| Atria Investments LLC | 6,263 | $354.1K | 0.00% | +6,263 | New |
| King Luther Capital Management Corp | 6,233 | $352.4K | 0.00% | +6,233 | New |
| HighPoint Advisor Group LLC | 6,384 | $352.0K | 0.02% | +2,000+45.6% | Added |
| L.M. Kohn & Company | 6,200 | $350.5K | 0.09% | −100−1.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 6,116 | $345.8K | 0.01% | +6,116 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,000 | $339.2K | 0.00% | −11,000−64.7% | Reduced |
| Sendero Wealth Management, LLC | 5,994 | $338.9K | 0.06% | +5,994 | New |
| Americana Partners, LLC | 5,838 | $330.1K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5,833 | $329.8K | 0.05% | −98−1.7% | Reduced |
| Truist Financial Corp | 5,832 | $329.7K | 0.00% | −1,580−21.3% | Reduced |
| Motco | 5,760 | $325.7K | 0.02% | +5,760 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,756 | $325.4K | 0.01% | +5,756 | New |
| MML Investors Services, LLC | 5,546 | $314.0K | 0.00% | −6,174−52.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,354 | $302.7K | 0.01% | +704+15.1% | Added |
| Guggenheim Capital LLC | 5,272 | $298.1K | 0.00% | +5,272 | New |
| Capital Advisors Inc | 5,159 | $291.7K | 0.01% | +5,159 | New |
| Keeley-Teton Advisors, LLC | 5,000 | $282.7K | 0.04% | 00.0% | Unchanged |
| Arrow Investment Advisors, LLC | 4,998 | $282.6K | 0.26% | +4,998 | New |
| Crumly & Associates Inc. | 4,953 | $280.0K | 0.08% | +4,953 | New |
| Bridges Investment Management Inc | 4,927 | $278.6K | 0.00% | +4,927 | New |
| Willis Investment Counsel | 4,883 | $276.1K | 0.02% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 4,880 | $275.9K | 0.25% | +4,880 | New |
| Whitener Capital Management, Inc. | 4,760 | $269.1K | 0.08% | +4,760 | New |
| Raymond James Trust N.A. | 4,716 | $266.6K | 0.01% | +932+24.6% | Added |
| MAI Capital Management | 4,621 | $261.3K | 0.00% | −159−3.3% | Reduced |
| Oppenheimer Asset Management Inc. | 4,617 | $261.0K | 0.00% | +1,176+34.2% | Added |
| Mutual Advisors, LLC | 4,621 | $252.5K | 0.01% | +249+5.7% | Added |
| Arkadios Wealth Advisors | 4,441 | $251.1K | 0.02% | +281+6.8% | Added |
| Northern Trust Corp | 4,410 | $249.3K | 0.00% | +864+24.4% | Added |
| Liberty Capital Management, Inc. | 4,384 | $247.9K | 0.06% | +4,384 | New |
| Virtus Investment Advisers, Inc. | 4,380 | $247.6K | 0.21% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 4,376 | $247.4K | 0.11% | +102+2.4% | Added |
| Boston Private Wealth LLC | 4,227 | $239.0K | 0.01% | +109+2.6% | Added |
| Ameritas Advisory Services, LLC | 4,167 | $235.6K | 0.01% | +4,167 | New |
| Tower Research Capital LLC (TRC) | 4,164 | $235.4K | 0.00% | +3,546+573.8% | Added |
| Davenport & Co LLC | 4,050 | $229.0K | 0.00% | −500−11.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 4,040 | $228.4K | 0.05% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 3,997 | $226.0K | 0.02% | +3,997 | New |
| Wealth Enhancement Advisory Services, LLC | 3,902 | $220.6K | 0.00% | +564+16.9% | Added |
| GTS Securities LLC | 3,829 | $216.5K | 0.00% | +3,829 | New |
| Kanawha Capital Management LLC | 3,800 | $214.9K | 0.02% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 3,760 | $212.6K | 0.05% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 3,498 | $210.9K | 0.03% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 3,705 | $209.5K | 0.05% | +30+0.8% | Added |
| Wealth Alliance Advisory Group, LLC | 3,654 | $206.6K | 0.05% | +3,654 | New |
| Pensionmark Financial Group, LLC | 3,600 | $203.5K | 0.01% | +3,600 | New |
| Newbridge Financial Services Group, Inc. | 3,403 | $192.4K | 0.07% | −145−4.1% | Reduced |
| Anchor Investment Management, LLC | 3,000 | $169.6K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,666 | $150.7K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 2,240 | $127.0K | 0.02% | +2,240 | New |