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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 2,167 | $116.3K | 0.00% | −4,858−69.2% | Reduced |
| Resources Management Corp | 2,040 | $110.0K | 0.01% | −200−8.9% | Reduced |
| Icon Wealth Advisors, LLC | 2,049 | $110.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $107.0K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,884 | $101.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,833 | $98.4K | 0.00% | +1,833 | New |
| Cullen/Frost Bankers, Inc. | 1,645 | $88.3K | 0.00% | +1,645 | New |
| Russell Investments Group, Ltd. | 1,513 | $81.2K | 0.00% | +1,513 | New |
| Clearstead Advisors, LLC | 1,467 | $78.7K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,350 | $72.5K | 0.03% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,385 | $71.3K | 0.05% | +1,385 | New |
| Estabrook Capital Management | 1,250 | $67.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| IFP Advisors, Inc | 1,151 | $61.8K | 0.00% | −144−11.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,094 | $58.7K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,081 | $58.0K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,068 | $57.3K | 0.00% | +1,041+3,855.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,063 | $57.1K | 0.00% | +59+5.9% | Added |
| Quent Capital, LLC | 1,031 | $55.3K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 960 | $52.0K | 0.00% | −182−15.9% | Reduced |
| Key Financial Inc | 927 | $49.8K | 0.01% | +15+1.6% | Added |
| Allworth Financial LP | 904 | $48.5K | 0.00% | −78−7.9% | Reduced |
| Global Retirement Partners, LLC | 845 | $45.4K | 0.00% | 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 |
| Parkside Financial Bank & Trust | 784 | $42.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 733 | $39.4K | 0.00% | +2+0.3% | Added |
| CIBC Private Wealth Group, LLC | 717 | $38.5K | 0.00% | +417+139.0% | Added |
| Principal Securities, Inc. | 698 | $37.4K | 0.00% | +21+3.1% | Added |
| Private Trust Co NA | 650 | $34.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 643 | $34.5K | 0.00% | +9+1.4% | Added |
| Longfellow Investment Management Co LLC | 574 | $30.8K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 560 | $30.1K | 0.00% | 00.0% | Unchanged |
| 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 |
| GoalVest Advisory LLC | 337 | $18.1K | 0.01% | +337 | New |
| Huntington National Bank | 331 | $17.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 330 | $17.7K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 280 | $15.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 262 | $14.1K | 0.00% | −404−60.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 261 | $14.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 257 | $13.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 222 | $11.9K | 0.00% | +4+1.8% | Added |
| Northwestern Mutual Wealth Management Co | 210 | $11.3K | 0.00% | +134+176.3% | Added |
| Financial Network Wealth Advisors LLC | 204 | $11.0K | 0.01% | +41+25.2% | Added |
| Armstrong Advisory Group, Inc | 201 | $10.8K | 0.00% | +3+1.5% | Added |
| Byrne Asset Management LLC | 200 | $10.7K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $10.7K | 0.00% | +200 | New |
| Coastline Trust Co | 180 | $9.66K | 0.00% | +180 | New |
| Pineridge Advisors LLC | 165 | $8.85K | 0.00% | +3+1.9% | Added |
| ORG Partners LLC | 160 | $8.59K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 146 | $7.84K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 143 | $7.68K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 135 | $7.25K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 128 | $6.87K | 0.00% | −33−20.5% | Reduced |
| Tower Research Capital LLC (TRC) | 108 | $5.80K | 0.00% | −4,056−97.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 100 | $5.37K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 100 | $5.37K | 0.00% | +100 | New |
| NBC Securities, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 93 | $4.99K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 90 | $4.83K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 80 | $4.29K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 79 | $4.24K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 75 | $4.03K | 0.00% | −350−82.4% | Reduced |
| Wolff Wiese Magana LLC | 67 | $3.60K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 45 | $2.42K | 0.00% | +45 | New |
| Gables Capital Management Inc. | 40 | $2.15K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 36 | $1.93K | 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 |
| Sandy Spring Bank | 10 | $562 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 9 | $483 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1 | $0 | 0.00% | −105−99.1% | Reduced |
| 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 |