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 |
|---|---|---|---|---|---|
| CWM, LLC | 1 | $0 | 0.00% | −105−99.1% | Reduced |
| Hexagon Capital Partners LLC | 9 | $483 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 10 | $562 | 0.00% | 00.0% | Unchanged |
| Rudius Management LP | 33 | $1.77K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 33 | $1.77K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 36 | $1.93K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 40 | $2.15K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 45 | $2.42K | 0.00% | +45 | New |
| Wolff Wiese Magana LLC | 67 | $3.60K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 75 | $4.03K | 0.00% | −350−82.4% | Reduced |
| CVA Family Office, LLC | 79 | $4.24K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 80 | $4.29K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 90 | $4.83K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 93 | $4.99K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 100 | $5.37K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 100 | $5.37K | 0.00% | +100 | New |
| Tower Research Capital LLC (TRC) | 108 | $5.80K | 0.00% | −4,056−97.4% | Reduced |
| Eagle Bay Advisors LLC | 128 | $6.87K | 0.00% | −33−20.5% | Reduced |
| Sachetta, LLC | 135 | $7.25K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 143 | $7.68K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 146 | $7.84K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 160 | $8.59K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 165 | $8.85K | 0.00% | +3+1.9% | Added |
| Coastline Trust Co | 180 | $9.66K | 0.00% | +180 | New |
| Byrne Asset Management LLC | 200 | $10.7K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $10.7K | 0.00% | +200 | New |
| Armstrong Advisory Group, Inc | 201 | $10.8K | 0.00% | +3+1.5% | Added |
| Financial Network Wealth Advisors LLC | 204 | $11.0K | 0.01% | +41+25.2% | Added |
| Northwestern Mutual Wealth Management Co | 210 | $11.3K | 0.00% | +134+176.3% | Added |
| Geneos Wealth Management Inc. | 222 | $11.9K | 0.00% | +4+1.8% | Added |
| Farmers & Merchants Investments Inc | 257 | $13.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 261 | $14.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 262 | $14.1K | 0.00% | −404−60.7% | Reduced |
| Naples Money Management LLC | 280 | $15.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 330 | $17.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 331 | $17.8K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 337 | $18.1K | 0.01% | +337 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 500 | $26.8K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 500 | $26.8K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $26.8K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 500 | $26.8K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 560 | $30.1K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 574 | $30.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 643 | $34.5K | 0.00% | +9+1.4% | Added |
| Private Trust Co NA | 650 | $34.9K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 698 | $37.4K | 0.00% | +21+3.1% | Added |
| CIBC Private Wealth Group, LLC | 717 | $38.5K | 0.00% | +417+139.0% | Added |
| Harbour Investments, Inc. | 733 | $39.4K | 0.00% | +2+0.3% | Added |
| Parkside Financial Bank & Trust | 784 | $42.1K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 800 | $42.9K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 800 | $42.9K | 0.01% | +800 | New |
| Global Retirement Partners, LLC | 845 | $45.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 904 | $48.5K | 0.00% | −78−7.9% | Reduced |
| Key Financial Inc | 927 | $49.8K | 0.01% | +15+1.6% | Added |
| Bessemer Group Inc | 960 | $52.0K | 0.00% | −182−15.9% | Reduced |
| Quent Capital, LLC | 1,031 | $55.3K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,063 | $57.1K | 0.00% | +59+5.9% | Added |
| Citadel Advisors LLC | 1,068 | $57.3K | 0.00% | +1,041+3,855.6% | Added |
| Sunbelt Securities, Inc. | 1,081 | $58.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,094 | $58.7K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,151 | $61.8K | 0.00% | −144−11.1% | Reduced |
| HHM Wealth Advisors, LLC | 1,200 | $64.4K | 0.01% | −450−27.3% | Reduced |
| Johnson Financial Group, Inc. | 1,200 | $64.4K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,250 | $67.1K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,385 | $71.3K | 0.05% | +1,385 | New |
| Front Row Advisors LLC | 1,350 | $72.5K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,467 | $78.7K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,513 | $81.2K | 0.00% | +1,513 | New |
| Cullen/Frost Bankers, Inc. | 1,645 | $88.3K | 0.00% | +1,645 | New |
| Farther Finance Advisors, LLC | 1,833 | $98.4K | 0.00% | +1,833 | New |
| EverSource Wealth Advisors, LLC | 1,884 | $101.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $107.0K | 0.04% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 2,049 | $110.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 2,040 | $110.0K | 0.01% | −200−8.9% | Reduced |
| GWM Advisors LLC | 2,167 | $116.3K | 0.00% | −4,858−69.2% | Reduced |
| Jones Financial Companies LLLP | 2,629 | $139.7K | 0.00% | +1,300+97.8% | Added |
| Salem Investment Counselors Inc | 2,666 | $143.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,000 | $161.0K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,080 | $165.3K | 0.00% | +3,080 | New |
| IPG Investment Advisors LLC | 3,760 | $201.8K | 0.04% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 3,800 | $204.0K | 0.01% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 3,800 | $204.0K | 0.01% | +200+5.6% | Added |
| Davenport & Co LLC | 3,850 | $206.7K | 0.00% | −200−4.9% | Reduced |
| Tyche Wealth Partners LLC | 3,905 | $209.6K | 0.05% | +200+5.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 3,997 | $214.6K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 4,000 | $214.7K | 0.10% | +4,000 | New |
| Newbridge Financial Services Group, Inc. | 4,009 | $215.2K | 0.08% | +606+17.8% | Added |
| Quadrant Private Wealth Management, LLC | 4,040 | $216.9K | 0.05% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 4,111 | $220.7K | 0.01% | +4,111 | New |
| Virtus Investment Advisers, Inc. | 4,380 | $235.1K | 0.18% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 4,384 | $235.3K | 0.05% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 4,391 | $235.7K | 0.00% | +489+12.5% | Added |
| Centennial Wealth Advisory LLC | 4,448 | $238.8K | 0.09% | +72+1.6% | Added |
| Mutual Advisors, LLC | 4,621 | $241.4K | 0.01% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 4,514 | $242.3K | 0.05% | +4,514 | New |
| Citizens Financial Group Inc | 4,564 | $245.0K | 0.00% | +4,564 | New |
| Oppenheimer Asset Management Inc. | 4,582 | $246.0K | 0.00% | −35−0.8% | Reduced |
| Northern Trust Corp | 4,647 | $249.5K | 0.00% | +237+5.4% | Added |
| Ameritas Advisory Services, LLC | 4,658 | $250.0K | 0.01% | +491+11.8% | Added |