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, Q4 2024
Institutional positions in Sunoco LP as of Dec 31, 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
- 270
- 0 vs. Q3 2024
- Shares held
- 60.7M
- +2.44M (+4.2%) vs. Q3 2024
- Total value
- $3.12B
- +$15.7M (+0.5%) vs. Q3 2024
- New holders
- 29
- 82 more added
- Sold out
- 29
- 77 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alps Advisors Inc | 20,603,455 | $1.06B | 6.69% | +1,469,786+7.7% | Added |
| Invesco Ltd. | 8,868,926 | $456.2M | 0.08% | +198,859+2.3% | Added |
| Goldman Sachs Group Inc | 6,734,967 | $346.4M | 0.07% | −200,482−2.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,608,701 | $134.2M | 0.28% | +128,042+5.2% | Added |
| JPMorgan Chase & Co | 2,150,701 | $110.6M | 0.01% | −40,869−1.9% | Reduced |
| Energy Income Partners, LLC | 1,764,361 | $90.8M | 1.86% | +708,063+67.0% | Added |
| Morgan Stanley | 1,712,814 | $88.1M | 0.01% | +316,170+22.6% | Added |
| Blackstone Group Inc. | 1,349,652 | $69.4M | 0.33% | −79,658−5.6% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 1,279,736 | $65.8M | 0.84% | −69,951−5.2% | Reduced |
| Infrastructure Capital Advisors, LLC | 1,237,288 | $63.6M | 8.52% | +149,881+13.8% | Added |
| UBS Group AG | 1,046,872 | $53.9M | 0.01% | +60,761+6.2% | Added |
| Recurrent Investment Advisors LLC | 888,862 | $45.7M | 4.20% | +24,686+2.9% | Added |
| Clearbridge Investments, LLC | 685,430 | $35.3M | 0.03% | −14,799−2.1% | Reduced |
| Bowen Hanes & Co Inc | 600,000 | $30.9M | 0.83% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 595,057 | $30.6M | 1.01% | +5,296+0.9% | Added |
| Adams Asset Advisors, LLC | 571,538 | $29.4M | 3.77% | 00.0% | Unchanged |
| Fractal Investments LLC | 552,768 | $28.4M | 4.35% | −119,914−17.8% | Reduced |
| ING Groep NV | 513,715 | $26.4M | 0.18% | +355,000+223.7% | Added |
| Neuberger Berman Group LLC | 497,891 | $25.6M | 0.02% | +193,278+63.5% | Added |
| Barclays PLC | 466,019 | $24.0M | 0.01% | +29,731+6.8% | Added |
| Raymond James Financial Inc | 344,839 | $17.7M | 0.01% | +344,839 | New |
| Bank of America Corp | 251,562 | $12.9M | 0.00% | −158,484−38.7% | Reduced |
| Wells Fargo & Company | 250,062 | $12.9M | 0.00% | −32,262−11.4% | Reduced |
| Walnut Private Equity Partners, LLC | 241,775 | $12.4M | 9.47% | +25,275+11.7% | Added |
| CIBC Private Wealth Group, LLC | 231,351 | $12.1M | 0.02% | +230,634+32,166.5% | Added |
| TCG Advisory Services, LLC | 215,793 | $11.1M | 0.47% | −25,078−10.4% | Reduced |
| Susquehanna International Group, LLP | 213,131 | $11.0M | 0.02% | −100,619−32.1% | Reduced |
| Allianz Asset Management GmbH | 190,900 | $9.82M | 0.01% | +190,900 | New |
| LPL Financial LLC | 177,939 | $9.15M | 0.00% | −15,099−7.8% | Reduced |
| Kercheville Advisors, LLC | 154,077 | $7.93M | 3.08% | 00.0% | Unchanged |
| Royal Bank of Canada | 149,536 | $7.69M | 0.00% | +9,487+6.8% | Added |
| Citigroup Inc | 143,938 | $7.40M | 0.01% | −195,464−57.6% | Reduced |
| Sanctuary Advisors, LLC | 114,352 | $6.63M | 0.04% | +17,975+18.7% | Added |
| Exchange Traded Concepts, LLC | 119,054 | $6.12M | 0.12% | −9,117−7.1% | Reduced |
| Duff & Phelps Investment Management Co | 111,630 | $5.74M | 0.07% | +15,968+16.7% | Added |
| First Trust Advisors LP | 83,235 | $4.28M | 0.00% | +20,982+33.7% | Added |
| Chickasaw Capital Management LLC | 77,000 | $3.96M | 0.16% | +13,600+21.5% | Added |
| Summit Financial, LLC | 76,448 | $3.93M | 0.14% | +5,212+7.3% | Added |
| Susquehanna Fundamental Investments, LLC | 74,302 | $3.82M | 0.06% | +74,302 | New |
| Whittier Trust Co of Nevada Inc | 72,000 | $3.70M | 0.09% | +72,000 | New |
| Waldron Private Wealth LLC | 71,000 | $3.65M | 0.15% | −49,000−40.8% | Reduced |
| Texas Yale Capital Corp. | 70,076 | $3.60M | 0.14% | +2,100+3.1% | Added |
| Kestra Advisory Services, LLC | 66,789 | $3.44M | 0.02% | +66,789 | New |
| Stifel Financial Corp | 64,330 | $3.31M | 0.00% | +39,079+154.8% | Added |
| Captrust Financial Advisors | 61,876 | $3.18M | 0.01% | −13,449−17.9% | Reduced |
| Nomura Holdings Inc | 60,000 | $3.09M | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 59,352 | $3.05M | 0.10% | +7,942+15.4% | Added |
| Advisor Group Holdings, Inc. | 58,956 | $3.03M | 0.01% | −7,050−10.7% | Reduced |
| Private Advisor Group, LLC | 52,274 | $2.69M | 0.02% | +137+0.3% | Added |
| Barnett & Company, Inc. | 50,133 | $2.58M | 1.69% | −900−1.8% | Reduced |
| Castleark Management LLC | 48,190 | $2.48M | 0.09% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 47,916 | $2.46M | 0.05% | +3,211+7.2% | Added |
| Glenmede Trust Co NA | 46,000 | $2.37M | 0.01% | +18,500+67.3% | Added |
| BlackRock, Inc. | 44,478 | $2.29M | 0.00% | +27,825+167.1% | Added |
| Sovereign Investment Advisors, LLC | 43,522 | $2.24M | 0.67% | 00.0% | Unchanged |
| HRT Financial LP | 42,499 | $2.19M | 0.01% | −245,274−85.2% | Reduced |
| Mariner, LLC | 39,909 | $2.05M | 0.00% | +3,341+9.1% | Added |
| Apollon Wealth Management, LLC | 39,410 | $2.03M | 0.05% | −4,643−10.5% | Reduced |
| Park Circle Co | 36,350 | $1.87M | 1.70% | 00.0% | Unchanged |
| Icon Advisers Inc | 36,000 | $1.85M | 0.42% | +36,000 | New |
| Natixis | 35,160 | $1.81M | 0.01% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 34,790 | $1.79M | 0.94% | +10,695+44.4% | Added |
| Ameriprise Financial Inc | 34,013 | $1.75M | 0.00% | +8,854+35.2% | Added |
| Cetera Investment Advisers | 33,599 | $1.73M | 0.00% | +916+2.8% | Added |
| Westwood Holdings Group Inc. | 33,396 | $1.72M | 0.01% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 31,027 | $1.60M | 0.91% | +921+3.1% | Added |
| Envestnet Asset Management Inc | 30,758 | $1.58M | 0.00% | +3,496+12.8% | Added |
| Van Eck Associates Corp | 30,131 | $1.55M | 0.00% | +8,782+41.1% | Added |
| Dividend Assets Capital, LLC | 28,922 | $1.49M | 0.29% | −466−1.6% | Reduced |
| Empirical Asset Management, LLC | 28,705 | $1.48M | 0.49% | −4,807−14.3% | Reduced |
| Commonwealth Equity Services, LLC | 26,808 | $1.38M | 0.00% | +2,950+12.4% | Added |
| We Are One Seven, LLC | 26,217 | $1.35M | 0.05% | +7,991+43.8% | Added |
| Cascade Investment Group, Inc. | 26,080 | $1.34M | 0.96% | −1,700−6.1% | Reduced |
| Creative Planning | 26,018 | $1.34M | 0.00% | −4,632−15.1% | Reduced |
| HighTower Advisors, LLC | 25,667 | $1.32M | 0.00% | −1,697−6.2% | Reduced |
| Lee Financial Co | 25,103 | $1.29M | 0.18% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 24,088 | $1.24M | 0.00% | +1,347+5.9% | Added |
| The PNC Financial Services Group, Inc. | 24,068 | $1.24M | 0.00% | −7,458−23.7% | Reduced |
| FMR LLC | 23,980 | $1.23M | 0.00% | −1,490−5.9% | Reduced |
| US Bancorp | 22,226 | $1.14M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 20,818 | $1.07M | 0.00% | −98,184−82.5% | Reduced |
| American Financial Group Inc | 19,500 | $1.00M | 0.46% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 18,674 | $960.6K | 0.17% | 00.0% | Unchanged |
| Sigma Planning Corp | 17,992 | $925.5K | 0.03% | −10,959−37.9% | Reduced |
| Simplex Trading, LLC | 17,247 | $887.0K | 0.03% | −5,782−25.1% | Reduced |
| Focus Financial Network, Inc. | 16,558 | $851.8K | 0.03% | +457+2.8% | Added |
| Baird Financial Group, Inc. | 16,302 | $838.6K | 0.00% | −1,684−9.4% | Reduced |
| Gsa Capital Partners LLP | 16,240 | $835.0K | 0.06% | +16,240 | New |
| Avid Wealth Partners LLC | 15,834 | $814.5K | 0.58% | 00.0% | Unchanged |
| McDonald Partners LLC | 15,397 | $792.1K | 0.20% | +40.0% | Added |
| Linscomb & Williams, Inc. | 14,740 | $758.2K | 0.04% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 14,599 | $751.0K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 14,224 | $731.7K | 0.03% | +600+4.4% | Added |
| IFG Advisory, LLC | 13,755 | $707.6K | 0.04% | −196−1.4% | Reduced |
| Spirit of America Management Corp | 13,500 | $694.4K | 0.14% | −14,055−51.0% | Reduced |
| Janney Montgomery Scott LLC | 13,401 | $689.0K | 0.00% | −129−1.0% | Reduced |
| MML Investors Services, LLC | 13,135 | $676.0K | 0.00% | +7,048+115.8% | Added |
| M&T Bank Corp | 13,106 | $674.2K | 0.00% | −520−3.8% | Reduced |
| Quad-Cities Investment Group, LLC | 13,006 | $669.0K | 0.33% | −253−1.9% | Reduced |
| Citadel Advisors LLC | 12,805 | $658.7K | 0.00% | +11,737+1,099.0% | Added |