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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 25,159 | $1.35M | 0.00% | +471+1.9% | Added |
| Stifel Financial Corp | 25,251 | $1.36M | 0.00% | +194+0.8% | Added |
| FMR LLC | 25,470 | $1.37M | 0.00% | −672,125−96.3% | Reduced |
| Envestnet Asset Management Inc | 27,262 | $1.46M | 0.00% | −379−1.4% | Reduced |
| HighTower Advisors, LLC | 27,364 | $1.47M | 0.00% | +1,073+4.1% | Added |
| Glenmede Trust Co NA | 27,500 | $1.48M | 0.01% | +8,000+41.0% | Added |
| Spirit of America Management Corp | 27,555 | $1.48M | 0.29% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 27,780 | $1.49M | 1.09% | −1,250−4.3% | Reduced |
| SpiderRock Advisors, LLC | 27,825 | $1.49M | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 28,951 | $1.55M | 0.05% | −237−0.8% | Reduced |
| Dividend Assets Capital, LLC | 29,388 | $1.58M | 0.30% | +440+1.5% | Added |
| Finer Wealth Management, Inc. | 30,106 | $1.62M | 1.00% | +3,022+11.2% | Added |
| Creative Planning | 30,650 | $1.65M | 0.00% | +4,632+17.8% | Added |
| The PNC Financial Services Group, Inc. | 31,526 | $1.69M | 0.00% | +456+1.5% | Added |
| AE Wealth Management LLC | 31,828 | $1.71M | 0.02% | +17,048+115.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 32,409 | $1.74M | 0.12% | −500−1.5% | Reduced |
| Cetera Investment Advisers | 32,683 | $1.75M | 0.00% | +1,782+5.8% | Added |
| Westwood Holdings Group Inc. | 33,396 | $1.79M | 0.01% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 33,512 | $1.80M | 0.64% | −1,471−4.2% | Reduced |
| Natixis | 35,160 | $1.89M | 0.01% | 00.0% | Unchanged |
| Park Circle Co | 36,350 | $1.95M | 1.74% | 00.0% | Unchanged |
| Mariner, LLC | 36,568 | $1.96M | 0.00% | +2,189+6.4% | Added |
| CoreCap Advisors, LLC | 41,826 | $2.25M | 0.11% | +6,815+19.5% | Added |
| Sovereign Investment Advisors, LLC | 43,522 | $2.34M | 0.77% | +43,522 | New |
| Apollon Wealth Management, LLC | 44,053 | $2.36M | 0.07% | +40+0.1% | Added |
| Advisors Asset Management, Inc. | 44,705 | $2.40M | 0.04% | −3,543−7.3% | Reduced |
| Castleark Management LLC | 48,190 | $2.59M | 0.11% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 51,033 | $2.74M | 1.81% | −1,850−3.5% | Reduced |
| Group One Trading, L.P. | 51,410 | $2.76M | 0.11% | −7,188−12.3% | Reduced |
| Private Advisor Group, LLC | 52,137 | $2.80M | 0.02% | +73+0.1% | Added |
| Nomura Holdings Inc | 60,000 | $3.22M | 0.02% | 00.0% | Unchanged |
| First Trust Advisors LP | 62,253 | $3.34M | 0.00% | +1,083+1.8% | Added |
| Chickasaw Capital Management LLC | 63,400 | $3.40M | 0.15% | +5,800+10.1% | Added |
| Advisor Group Holdings, Inc. | 66,006 | $3.54M | 0.01% | −3,768−5.4% | Reduced |
| Texas Yale Capital Corp. | 67,976 | $3.65M | 0.16% | +2,300+3.5% | Added |
| Summit Financial, LLC | 71,236 | $3.82M | 0.15% | +71,236 | New |
| Raymond James & Associates | 74,699 | $4.01M | 0.00% | −4,424−5.6% | Reduced |
| Captrust Financial Advisors | 75,325 | $4.04M | 0.01% | −113,723−60.2% | Reduced |
| Duff & Phelps Investment Management Co | 95,662 | $5.14M | 0.06% | +76,727+405.2% | Added |
| Sanctuary Advisors, LLC | 96,377 | $5.24M | 0.03% | +10,080+11.7% | Added |
| Jane Street Group, LLC | 119,002 | $6.39M | 0.01% | +59,998+101.7% | Added |
| Waldron Private Wealth LLC | 120,000 | $6.44M | 0.27% | +70,000+140.0% | Added |
| Exchange Traded Concepts, LLC | 128,171 | $6.88M | 0.16% | +8,494+7.1% | Added |
| Royal Bank of Canada | 140,049 | $7.52M | 0.00% | −8,373−5.6% | Reduced |
| Kercheville Advisors, LLC | 154,077 | $8.27M | 3.49% | +440.0% | Added |
| ING Groep NV | 158,715 | $8.52M | 0.05% | +158,715 | New |
| LPL Financial LLC | 193,038 | $10.4M | 0.00% | −33,957−15.0% | Reduced |
| International Assets Investment Management, LLC | 572,779 | $10.7M | 0.05% | +562,435+5,437.3% | Added |
| Walnut Private Equity Partners, LLC | 216,500 | $11.7M | 6.97% | +10,500+5.1% | Added |
| BNP Paribas Arbitrage, SA | 222,876 | $12.0M | 0.01% | +4,799+2.2% | Added |
| TCG Advisory Services, LLC | 240,871 | $12.9M | 0.57% | −1,382−0.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 271,831 | $14.6M | 0.02% | −4,998−1.8% | Reduced |
| Wells Fargo & Company | 282,324 | $15.2M | 0.00% | −235,962−45.5% | Reduced |
| HRT Financial LP | 287,773 | $15.4M | 0.08% | +287,773 | New |
| Neuberger Berman Group LLC | 304,613 | $16.4M | 0.01% | −9,682−3.1% | Reduced |
| Susquehanna International Group, LLP | 313,750 | $16.8M | 0.03% | +48,859+18.4% | Added |
| Citigroup Inc | 339,402 | $18.2M | 0.02% | −96,575−22.2% | Reduced |
| Bank of America Corp | 410,046 | $22.0M | 0.00% | −85,742−17.3% | Reduced |
| Barclays PLC | 436,288 | $23.4M | 0.01% | +436,240+908,833.3% | Added |
| Adams Asset Advisors, LLC | 571,538 | $30.7M | 4.06% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 589,761 | $31.7M | 0.98% | +6,438+1.1% | Added |
| Bowen Hanes & Co Inc | 600,000 | $32.2M | 0.85% | 00.0% | Unchanged |
| Fractal Investments LLC | 672,682 | $36.1M | 6.10% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 700,229 | $37.6M | 0.03% | 00.0% | Unchanged |
| Recurrent Investment Advisors LLC | 864,176 | $46.4M | 4.61% | +195,583+29.3% | Added |
| UBS Group AG | 986,111 | $52.9M | 0.01% | +7,940+0.8% | Added |
| Energy Income Partners, LLC | 1,056,298 | $56.7M | 1.22% | +82,123+8.4% | Added |
| Infrastructure Capital Advisors, LLC | 1,087,407 | $58.4M | 8.23% | +32,239+3.1% | Added |
| Tortoise Capital Advisors, L.L.C. | 1,349,687 | $72.5M | 0.93% | −1,681−0.1% | Reduced |
| Morgan Stanley | 1,396,644 | $75.0M | 0.01% | −16,327−1.2% | Reduced |
| Blackstone Group Inc. | 1,429,310 | $76.7M | 0.35% | −176,823−11.0% | Reduced |
| JPMorgan Chase & Co | 2,191,570 | $117.6M | 0.01% | +455,361+26.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,480,659 | $133.2M | 0.30% | −1,618,701−39.5% | Reduced |
| Goldman Sachs Group Inc | 6,935,449 | $372.3M | 0.07% | +235,453+3.5% | Added |
| Invesco Ltd. | 8,670,067 | $465.4M | 0.09% | +169,635+2.0% | Added |
| Alps Advisors Inc | 19,133,669 | $1.03B | 6.87% | +320,931+1.7% | Added |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −103,524−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −76,073−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −37,493−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −68,194−100.0% | Sold out |
| Gateway Advisory, LLC | 0 | $0 | 0.00% | −21,607−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,732−100.0% | Sold out |
| True North Advisors, LLC | 0 | $0 | 0.00% | −11,116−100.0% | Sold out |
| Steele Capital Management, Inc. | 0 | $0 | 0.00% | −8,932−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −7,484−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,698−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −5,756−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −5,272−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Arrow Investment Advisors, LLC | 0 | $0 | 0.00% | −4,998−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −4,227−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −3,829−100.0% | Sold out |
| Lakeview Capital Partners, LLC | 0 | $0 | 0.00% | −3,498−100.0% | Sold out |
| Wealth Alliance Advisory Group, LLC | 0 | $0 | 0.00% | −3,654−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −928−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −901−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −810−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −305−100.0% | Sold out |