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, Q3 2024
Institutional positions in Sunoco LP as of Sep 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
- 276
- +4 vs. Q2 2024
- Shares held
- 58.6M
- +74.3K (+0.1%) vs. Q2 2024
- Total value
- $3.13B
- −$180.9M (−5.5%) vs. Q2 2024
- New holders
- 33
- 85 more added
- Sold out
- 29
- 67 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alps Advisors Inc | 19,133,669 | $1.03B | 6.87% | +320,931+1.7% | Added |
| Invesco Ltd. | 8,670,067 | $465.4M | 0.09% | +169,635+2.0% | Added |
| Goldman Sachs Group Inc | 6,935,449 | $372.3M | 0.07% | +235,453+3.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,480,659 | $133.2M | 0.30% | −1,618,701−39.5% | Reduced |
| JPMorgan Chase & Co | 2,191,570 | $117.6M | 0.01% | +455,361+26.2% | Added |
| Blackstone Group Inc. | 1,429,310 | $76.7M | 0.35% | −176,823−11.0% | Reduced |
| Morgan Stanley | 1,396,644 | $75.0M | 0.01% | −16,327−1.2% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 1,349,687 | $72.5M | 0.93% | −1,681−0.1% | Reduced |
| Infrastructure Capital Advisors, LLC | 1,087,407 | $58.4M | 8.23% | +32,239+3.1% | Added |
| Energy Income Partners, LLC | 1,056,298 | $56.7M | 1.22% | +82,123+8.4% | Added |
| UBS Group AG | 986,111 | $52.9M | 0.01% | +7,940+0.8% | Added |
| Recurrent Investment Advisors LLC | 864,176 | $46.4M | 4.61% | +195,583+29.3% | Added |
| Clearbridge Investments, LLC | 700,229 | $37.6M | 0.03% | 00.0% | Unchanged |
| Fractal Investments LLC | 672,682 | $36.1M | 6.10% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 600,000 | $32.2M | 0.85% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 589,761 | $31.7M | 0.98% | +6,438+1.1% | Added |
| Adams Asset Advisors, LLC | 571,538 | $30.7M | 4.06% | 00.0% | Unchanged |
| Barclays PLC | 436,288 | $23.4M | 0.01% | +436,240+908,833.3% | Added |
| Bank of America Corp | 410,046 | $22.0M | 0.00% | −85,742−17.3% | Reduced |
| Citigroup Inc | 339,402 | $18.2M | 0.02% | −96,575−22.2% | Reduced |
| Susquehanna International Group, LLP | 313,750 | $16.8M | 0.03% | +48,859+18.4% | Added |
| Neuberger Berman Group LLC | 304,613 | $16.4M | 0.01% | −9,682−3.1% | Reduced |
| HRT Financial LP | 287,773 | $15.4M | 0.08% | +287,773 | New |
| Wells Fargo & Company | 282,324 | $15.2M | 0.00% | −235,962−45.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 271,831 | $14.6M | 0.02% | −4,998−1.8% | Reduced |
| TCG Advisory Services, LLC | 240,871 | $12.9M | 0.57% | −1,382−0.6% | Reduced |
| BNP Paribas Arbitrage, SA | 222,876 | $12.0M | 0.01% | +4,799+2.2% | Added |
| Walnut Private Equity Partners, LLC | 216,500 | $11.7M | 6.97% | +10,500+5.1% | Added |
| International Assets Investment Management, LLC | 572,779 | $10.7M | 0.05% | +562,435+5,437.3% | Added |
| LPL Financial LLC | 193,038 | $10.4M | 0.00% | −33,957−15.0% | Reduced |
| ING Groep NV | 158,715 | $8.52M | 0.05% | +158,715 | New |
| Kercheville Advisors, LLC | 154,077 | $8.27M | 3.49% | +440.0% | Added |
| Royal Bank of Canada | 140,049 | $7.52M | 0.00% | −8,373−5.6% | Reduced |
| Exchange Traded Concepts, LLC | 128,171 | $6.88M | 0.16% | +8,494+7.1% | Added |
| Waldron Private Wealth LLC | 120,000 | $6.44M | 0.27% | +70,000+140.0% | Added |
| Jane Street Group, LLC | 119,002 | $6.39M | 0.01% | +59,998+101.7% | Added |
| Sanctuary Advisors, LLC | 96,377 | $5.24M | 0.03% | +10,080+11.7% | Added |
| Duff & Phelps Investment Management Co | 95,662 | $5.14M | 0.06% | +76,727+405.2% | Added |
| Captrust Financial Advisors | 75,325 | $4.04M | 0.01% | −113,723−60.2% | Reduced |
| Raymond James & Associates | 74,699 | $4.01M | 0.00% | −4,424−5.6% | Reduced |
| Summit Financial, LLC | 71,236 | $3.82M | 0.15% | +71,236 | New |
| Texas Yale Capital Corp. | 67,976 | $3.65M | 0.16% | +2,300+3.5% | Added |
| Advisor Group Holdings, Inc. | 66,006 | $3.54M | 0.01% | −3,768−5.4% | Reduced |
| Chickasaw Capital Management LLC | 63,400 | $3.40M | 0.15% | +5,800+10.1% | Added |
| First Trust Advisors LP | 62,253 | $3.34M | 0.00% | +1,083+1.8% | Added |
| Nomura Holdings Inc | 60,000 | $3.22M | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 52,137 | $2.80M | 0.02% | +73+0.1% | Added |
| Group One Trading, L.P. | 51,410 | $2.76M | 0.11% | −7,188−12.3% | Reduced |
| Barnett & Company, Inc. | 51,033 | $2.74M | 1.81% | −1,850−3.5% | Reduced |
| Castleark Management LLC | 48,190 | $2.59M | 0.11% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 44,705 | $2.40M | 0.04% | −3,543−7.3% | Reduced |
| Apollon Wealth Management, LLC | 44,053 | $2.36M | 0.07% | +40+0.1% | Added |
| Sovereign Investment Advisors, LLC | 43,522 | $2.34M | 0.77% | +43,522 | New |
| CoreCap Advisors, LLC | 41,826 | $2.25M | 0.11% | +6,815+19.5% | Added |
| Mariner, LLC | 36,568 | $1.96M | 0.00% | +2,189+6.4% | Added |
| Park Circle Co | 36,350 | $1.95M | 1.74% | 00.0% | Unchanged |
| Natixis | 35,160 | $1.89M | 0.01% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 33,512 | $1.80M | 0.64% | −1,471−4.2% | Reduced |
| Westwood Holdings Group Inc. | 33,396 | $1.79M | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 32,683 | $1.75M | 0.00% | +1,782+5.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 32,409 | $1.74M | 0.12% | −500−1.5% | Reduced |
| AE Wealth Management LLC | 31,828 | $1.71M | 0.02% | +17,048+115.3% | Added |
| The PNC Financial Services Group, Inc. | 31,526 | $1.69M | 0.00% | +456+1.5% | Added |
| Creative Planning | 30,650 | $1.65M | 0.00% | +4,632+17.8% | Added |
| Finer Wealth Management, Inc. | 30,106 | $1.62M | 1.00% | +3,022+11.2% | Added |
| Dividend Assets Capital, LLC | 29,388 | $1.58M | 0.30% | +440+1.5% | Added |
| Sigma Planning Corp | 28,951 | $1.55M | 0.05% | −237−0.8% | Reduced |
| SpiderRock Advisors, LLC | 27,825 | $1.49M | 0.03% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 27,780 | $1.49M | 1.09% | −1,250−4.3% | Reduced |
| Spirit of America Management Corp | 27,555 | $1.48M | 0.29% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 27,500 | $1.48M | 0.01% | +8,000+41.0% | Added |
| HighTower Advisors, LLC | 27,364 | $1.47M | 0.00% | +1,073+4.1% | Added |
| Envestnet Asset Management Inc | 27,262 | $1.46M | 0.00% | −379−1.4% | Reduced |
| FMR LLC | 25,470 | $1.37M | 0.00% | −672,125−96.3% | Reduced |
| Stifel Financial Corp | 25,251 | $1.36M | 0.00% | +194+0.8% | Added |
| Ameriprise Financial Inc | 25,159 | $1.35M | 0.00% | +471+1.9% | Added |
| Lee Financial Co | 25,103 | $1.35M | 0.19% | +25,103 | New |
| ELCO Management Co., LLC | 24,095 | $1.29M | 0.70% | −10.0% | Reduced |
| Commonwealth Equity Services, LLC | 23,858 | $1.28M | 0.00% | −1,602−6.3% | Reduced |
| Simplex Trading, LLC | 23,029 | $1.24M | 0.04% | +14,771+178.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 22,741 | $1.22M | 0.00% | −2,732−10.7% | Reduced |
| US Bancorp | 22,226 | $1.19M | 0.00% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 21,886 | $1.17M | 0.12% | +12,326+128.9% | Added |
| Custom Index Systems, LLC | 21,255 | $1.14M | 0.62% | −4,845−18.6% | Reduced |
| Van Eck Associates Corp | 21,349 | $1.10M | 0.00% | −14,964−41.2% | Reduced |
| American Financial Group Inc | 19,500 | $1.05M | 0.45% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 19,037 | $1.02M | 0.02% | +114+0.6% | Added |
| Gilman Hill Asset Management, LLC | 18,674 | $1.00M | 0.17% | 00.0% | Unchanged |
| We Are One Seven, LLC | 18,226 | $978.4K | 0.04% | +18,226 | New |
| Baird Financial Group, Inc. | 17,986 | $965.5K | 0.00% | −532−2.9% | Reduced |
| BlackRock, Inc. | 16,653 | $893.9K | 0.00% | +16,653 | New |
| Focus Financial Network, Inc. | 16,101 | $864.3K | 0.04% | +31+0.2% | Added |
| Avid Wealth Partners LLC | 15,834 | $850.0K | 0.60% | +15,834 | New |
| McDonald Partners LLC | 15,393 | $826.3K | 0.21% | +50.0% | Added |
| Bramshill Investments, LLC | 14,901 | $799.9K | 0.09% | −5,957−28.6% | Reduced |
| Linscomb & Williams, Inc. | 14,740 | $791.2K | 0.04% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 14,599 | $783.7K | 0.01% | +14,599 | New |
| XML Financial, LLC | 14,373 | $771.5K | 0.07% | −836−5.5% | Reduced |
| CI Private Wealth, LLC | 14,142 | $759.1K | 0.00% | −1,176−7.7% | Reduced |
| EP Wealth Advisors, LLC | 13,988 | $750.9K | 0.01% | +5,692+68.6% | Added |