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 |
|---|---|---|---|---|---|
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $113.0K | 0.05% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 2,049 | $112.5K | 0.01% | +2,049 | New |
| EverSource Wealth Advisors, LLC | 1,884 | $103.5K | 0.01% | +300+18.9% | Added |
| HHM Wealth Advisors, LLC | 1,650 | $93.3K | 0.01% | +1,650 | New |
| Clearstead Advisors, LLC | 1,467 | $82.9K | 0.00% | +1,467 | New |
| Front Row Advisors LLC | 1,350 | $76.3K | 0.03% | +600+80.0% | Added |
| Jones Financial Companies LLLP | 1,329 | $75.2K | 0.00% | +1,094+465.5% | Added |
| IFP Advisors, Inc | 1,295 | $73.2K | 0.00% | +1,295 | New |
| Estabrook Capital Management | 1,250 | $70.7K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,200 | $67.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,142 | $65.0K | 0.00% | +1,142 | New |
| GPS Wealth Strategies Group, LLC | 1,094 | $61.8K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,081 | $61.1K | 0.01% | +200+22.7% | Added |
| Quent Capital, LLC | 1,031 | $58.3K | 0.01% | +184+21.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,004 | $56.8K | 0.00% | +876+684.4% | Added |
| Allworth Financial LP | 982 | $56.7K | 0.00% | +282+40.3% | Added |
| Register Financial Advisors LLC | 928 | $52.5K | 0.03% | +15+1.6% | Added |
| Key Financial Inc | 912 | $51.6K | 0.01% | +15+1.7% | Added |
| Ashton Thomas Private Wealth, LLC | 901 | $51.0K | 0.00% | +901 | New |
| Global Retirement Partners, LLC | 845 | $47.8K | 0.00% | +845 | New |
| Redwood Wealth Management Group, LLC | 810 | $45.8K | 0.03% | +810 | New |
| Compass Wealth Management LLC | 800 | $45.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 784 | $44.3K | 0.01% | +784 | New |
| Harbour Investments, Inc. | 731 | $41.4K | 0.00% | −241−24.8% | Reduced |
| Principal Securities, Inc. | 677 | $38.3K | 0.00% | +224+49.4% | Added |
| First Horizon Advisors, Inc. | 666 | $37.7K | 0.00% | +666 | New |
| Private Trust Co NA | 650 | $36.8K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 650 | $36.7K | 0.01% | +650 | New |
| Parallel Advisors, LLC | 634 | $35.8K | 0.00% | +9+1.4% | Added |
| Longfellow Investment Management Co LLC | 574 | $32.5K | 0.01% | +574 | New |
| Central Trust Co | 560 | $31.7K | 0.00% | +560 | New |
| 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 |
| Signaturefd, LLC | 425 | $24.0K | 0.00% | +350+466.7% | Added |
| Huntington National Bank | 331 | $18.7K | 0.00% | −200−37.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 330 | $18.7K | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 305 | $17.2K | 0.00% | +305 | New |
| CIBC Private Wealth Group, LLC | 300 | $16.9K | 0.00% | +100+50.0% | Added |
| Naples Money Management LLC | 280 | $15.8K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 261 | $14.8K | 0.01% | +261 | New |
| Farmers & Merchants Investments Inc | 257 | $14.5K | 0.00% | +257 | New |
| Geneos Wealth Management Inc. | 218 | $12.3K | 0.00% | +3+1.4% | Added |
| Byrne Asset Management LLC | 200 | $11.4K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 200 | $11.3K | 0.00% | +200 | New |
| RFP Financial Group LLC | 200 | $11.3K | 0.00% | +200 | New |
| Armstrong Advisory Group, Inc | 198 | $11.2K | 0.00% | −180−47.6% | Reduced |
| Financial Network Wealth Advisors LLC | 163 | $9.22K | 0.01% | +163 | New |
| Pineridge Advisors LLC | 162 | $9.17K | 0.00% | +2+1.3% | Added |
| Eagle Bay Advisors LLC | 161 | $9.10K | 0.01% | +81+101.3% | Added |
| ORG Partners LLC | 160 | $9.02K | 0.00% | +160 | New |
| Boyd Watterson Asset Management LLC | 146 | $8.26K | 0.00% | +146 | New |
| Glen Eagle Advisors, LLC | 143 | $8.09K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 135 | $7.44K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 120 | $6.79K | 0.00% | −79−39.7% | Reduced |
| CWM, LLC | 106 | $6.00K | 0.00% | +2+1.9% | Added |
| Federation des caisses Desjardins du Quebec | 100 | $5.65K | 0.00% | −250−71.4% | Reduced |
| Cedar Mountain Advisors, LLC | 93 | $5.26K | 0.00% | +40+75.5% | Added |
| Umb Bank N A | 90 | $5.09K | 0.00% | +90 | New |
| NBC Securities, Inc. | 100 | $5.00K | 0.00% | +100 | New |
| Hilltop National Bank | 80 | $4.52K | 0.00% | +80 | New |
| CVA Family Office, LLC | 79 | $4.47K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 76 | $4.30K | 0.00% | −24−24.0% | Reduced |
| Wolff Wiese Magana LLC | 67 | $3.79K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 48 | $2.71K | 0.00% | −10,717−99.6% | Reduced |
| Gables Capital Management Inc. | 40 | $2.26K | 0.00% | +40 | New |
| Venturi Wealth Management, LLC | 36 | $2.04K | 0.00% | +36 | New |
| Rudius Management LP | 33 | $1.87K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 33 | $1.87K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 28 | $1.58K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 27 | $1.53K | 0.00% | +27 | New |
| Kelly Financial Services LLC | 14 | $796 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 10 | $583 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 9 | $509 | 0.00% | 00.0% | Unchanged |
| 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 |