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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2024: 276 institutions
Q1 2021: 134 institutionsQ2 2021: 148 institutionsQ3 2021: 146 institutionsQ4 2021: 161 institutionsQ1 2022: 170 institutionsQ2 2022: 168 institutionsQ3 2022: 169 institutionsQ4 2022: 179 institutionsQ1 2023: 182 institutionsQ2 2023: 189 institutionsQ3 2023: 188 institutionsQ4 2023: 211 institutionsQ1 2024: 211 institutionsQ2 2024: 275 institutionsQ3 2024: 276 institutionsQ4 2024: 270 institutionsQ1 2025: 293 institutionsQ2 2025: 282 institutionsQ3 2025: 274 institutionsQ4 2025: 276 institutionsQ1 2026: 297 institutionsQ2 2026: 304 institutions
Value heldQ3 2024: $3.13B
Q1 2021: $672.2MQ2 2021: $714.8MQ3 2021: $673.1MQ4 2021: $714.3MQ1 2022: $714.4MQ2 2022: $635.0MQ3 2022: $641.0MQ4 2022: $757.6MQ1 2023: $793.1MQ2 2023: $781.1MQ3 2023: $950.1MQ4 2023: $1.47BQ1 2024: $1.27BQ2 2024: $3.31BQ3 2024: $3.13BQ4 2024: $3.12BQ1 2025: $3.57BQ2 2025: $3.41BQ3 2025: $3.22BQ4 2025: $3.48BQ1 2026: $4.39BQ2 2026: $4.51B
Institutions holding SUN and their total value by quarter
QuarterHoldersValue
Q2 2026304$4.51B
Q1 2026297$4.39B
Q4 2025276$3.48B
Q3 2025274$3.22B
Q2 2025282$3.41B
Q1 2025293$3.57B
Q4 2024270$3.12B
Q3 2024276$3.13B
Q2 2024275$3.31B
Q1 2024211$1.27B
Q4 2023211$1.47B
Q3 2023188$950.1M
Q2 2023189$781.1M
Q1 2023182$793.1M
Q4 2022179$757.6M
Q3 2022169$641.0M
Q2 2022168$635.0M
Q1 2022170$714.4M
Q4 2021161$714.3M
Q3 2021146$673.1M
Q2 2021148$714.8M
Q1 2021134$672.2M

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q2 2024.

Institutions holding SUN in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
IFG Advisory, LLC13,951$748.9K0.05%00.0%Unchanged
M&T Bank Corp13,626$731.4K0.00%00.0%Unchanged
Moors & Cabot, Inc.13,624$731.3K0.04%+1,277+10.3%Added
Janney Montgomery Scott LLC13,530$726.0K0.00%+635+4.9%Added
Quad-Cities Investment Group, LLC13,259$711.8K0.36%−365−2.7%Reduced
Journey Strategic Wealth LLC12,788$686.5K0.03%+12,788New
Hudson Valley Investment Advisors Inc12,030$645.8K0.07%+30+0.3%Added
Rockefeller Capital Management L.P.11,789$632.8K0.00%+1,613+15.9%Added
Baldwin Brothers Inc11,360$609.8K0.04%00.0%Unchanged
Avantax Advisory Services, Inc.11,052$593.3K0.00%−785−6.6%Reduced
Brown Advisory Inc10,973$589.0K0.00%00.0%Unchanged
Hilltop Holdings Inc.10,761$577.6K0.04%+1,117+11.6%Added
Wedbush Securities Inc10,742$577.0K0.02%+189+1.8%Added
Brookstone Capital Management10,627$570.5K0.01%−33−0.3%Reduced
National Asset Management, Inc.10,637$570.1K0.02%+190+1.8%Added
Inscription Capital, LLC10,198$547.4K0.08%00.0%Unchanged
Uhlmann Price Securities, LLC10,073$540.7K0.43%+10,073New
Baker Avenue Asset Management, LP10,000$536.8K0.02%−3,000−23.1%Reduced
Stratos Wealth Partners, LTD.9,964$534.9K0.01%+2,073+26.3%Added
FORA Capital, LLC9,762$524.0K0.06%+9,762New
Tradition Wealth Management, LLC9,676$519.4K0.05%+554+6.1%Added
IHT Wealth Management, LLC9,627$516.8K0.01%+245+2.6%Added
PSI Advisors, LLC9,566$513.5K0.15%+9+0.1%Added
Kayne Anderson Capital Advisors LP9,431$506.3K0.01%−10,089−51.7%Reduced
Financial Counselors Inc9,356$502.2K0.01%−250−2.6%Reduced
U.S. Capital Wealth Advisors, LLC9,353$502.1K0.02%+28+0.3%Added
Kingsview Wealth Management, LLC9,213$494.6K0.01%+1,434+18.4%Added
Keybank National Association9,000$483.1K0.00%−164−1.8%Reduced
Davidson Trust Co9,000$483.1K0.25%00.0%Unchanged
Bokf, NA8,993$477.3K0.01%00.0%Unchanged
Wealthcare Advisory Partners LLC8,884$476.9K0.01%−40.0%Reduced
Good Life Advisors, LLC8,722$468.2K0.03%+370+4.4%Added
Arkadios Wealth Advisors8,676$465.7K0.03%+4,235+95.4%Added
United Advisor Group, LLC8,564$459.7K0.10%00.0%Unchanged
Cohen Capital Management, Inc.8,210$440.7K0.07%00.0%Unchanged
Independent Advisor Alliance8,181$439.1K0.02%−1,548−15.9%Reduced
Oxbow Advisors, LLC8,000$429.4K0.04%−169−2.1%Reduced
Silvercrest Asset Management Group LLC8,000$429.4K0.00%00.0%Unchanged
Benjamin Edwards Inc7,740$415.6K0.01%+7,740New
Toroso Investments, LLC7,597$407.8K0.00%+1,105+17.0%Added
WealthPLAN Partners, LLC7,546$405.1K0.05%+10+0.1%Added
Barr E S & Co7,500$402.6K0.03%−275−3.5%Reduced
Mercer Global Advisors Inc7,240$389.3K0.00%−4,945−40.6%Reduced
Avidian Wealth Solutions, LLC7,044$378.1K0.02%−2,466−25.9%Reduced
Security National Bank of Sioux City Iowa7,000$375.8K0.23%00.0%Unchanged
Cresset Asset Management, LLC6,988$375.1K0.00%00.0%Unchanged
Green Square Capital Advisors LLC7,038$373.9K0.05%−264−3.6%Reduced
Oppenheimer & Co Inc6,948$373.0K0.01%00.0%Unchanged
PFG Investments, LLC6,607$354.7K0.02%+13+0.2%Added
King Luther Capital Management Corp6,233$334.6K0.00%00.0%Unchanged
L.M. Kohn & Company6,200$332.8K0.08%00.0%Unchanged
Covenant Partners, LLC6,191$332.3K0.10%+6,191New
Cary Street Partner Investment Advisory LLC6,116$328.3K0.01%00.0%Unchanged
MML Investors Services, LLC6,087$327.0K0.00%+541+9.8%Added
Atria Investments LLC6,048$324.7K0.00%−215−3.4%Reduced
Sendero Wealth Management, LLC5,994$321.8K0.05%00.0%Unchanged
Americana Partners, LLC5,838$313.4K0.02%00.0%Unchanged
Carnegie Capital Asset Management, LLC5,779$310.2K0.01%+425+7.9%Added
Motco5,760$309.2K0.03%00.0%Unchanged
Basso Capital Management, L.P.5,680$304.9K0.28%+800+16.4%Added
HighPoint Advisor Group LLC5,584$299.7K0.02%−800−12.5%Reduced
Monticello Wealth Management, LLC5,540$297.4K0.03%+5,540New
Jaffetilchin Investment Partners, LLC5,409$290.4K0.02%−1,064−16.4%Reduced
MAI Capital Management5,375$288.5K0.00%+754+16.3%Added
Truist Financial Corp5,327$286.0K0.00%−505−8.7%Reduced
Patriot Financial Group Insurance Agency, LLC5,288$283.8K0.04%−545−9.3%Reduced
Capital Advisors Inc5,159$276.9K0.01%00.0%Unchanged
D.A. Davidson & Co.5,117$274.7K0.00%−2,555−33.3%Reduced
Teamwork Financial Advisors, LLC5,027$269.9K0.04%+5,027New
Fisher Asset Management, LLC4,987$267.7K0.00%+4,987New
Garrett Wealth Advisory Group, LLC4,933$264.8K0.07%+4,933New
Bridges Investment Management Inc4,927$264.5K0.00%00.0%Unchanged
Willis Investment Counsel4,883$262.1K0.02%00.0%Unchanged
Whitener Capital Management, Inc.4,760$255.5K0.07%00.0%Unchanged
Raymond James Trust N.A.4,716$253.2K0.01%00.0%Unchanged
Crumly & Associates Inc.4,712$252.9K0.07%−241−4.9%Reduced
Ameritas Advisory Services, LLC4,658$250.0K0.01%+491+11.8%Added
Northern Trust Corp4,647$249.5K0.00%+237+5.4%Added
Oppenheimer Asset Management Inc.4,582$246.0K0.00%−35−0.8%Reduced
Citizens Financial Group Inc4,564$245.0K0.00%+4,564New
Counterpoint Mutual Funds LLC4,514$242.3K0.05%+4,514New
Mutual Advisors, LLC4,621$241.4K0.01%00.0%Unchanged
Centennial Wealth Advisory LLC4,448$238.8K0.09%+72+1.6%Added
Wealth Enhancement Advisory Services, LLC4,391$235.7K0.00%+489+12.5%Added
Liberty Capital Management, Inc.4,384$235.3K0.05%00.0%Unchanged
Virtus Investment Advisers, Inc.4,380$235.1K0.18%00.0%Unchanged
CWA Asset Management Group, LLC4,111$220.7K0.01%+4,111New
Quadrant Private Wealth Management, LLC4,040$216.9K0.05%00.0%Unchanged
Newbridge Financial Services Group, Inc.4,009$215.2K0.08%+606+17.8%Added
Sittner & Nelson, LLC4,000$214.7K0.10%+4,000New
Sheaff Brock Investment Advisors, LLC3,997$214.6K0.02%00.0%Unchanged
Tyche Wealth Partners LLC3,905$209.6K0.05%+200+5.4%Added
Davenport & Co LLC3,850$206.7K0.00%−200−4.9%Reduced
Kanawha Capital Management LLC3,800$204.0K0.01%00.0%Unchanged
Pensionmark Financial Group, LLC3,800$204.0K0.01%+200+5.6%Added
IPG Investment Advisors LLC3,760$201.8K0.04%00.0%Unchanged
Bryn Mawr Trust Co3,080$165.3K0.00%+3,080New
Anchor Investment Management, LLC3,000$161.0K0.02%00.0%Unchanged
Salem Investment Counselors Inc2,666$143.1K0.00%00.0%Unchanged
Jones Financial Companies LLLP2,629$139.7K0.00%+1,300+97.8%Added