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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.

Q4 2024 vs. Q3 2024

How the institutions holding Sunoco LP changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of SUN: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders27662700
Shares58.6M389.5K60.7M+2.44M (+4.2%)
Value$3.13B$20.9M$3.12B+$15.7M (+0.5%)

6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (29)

Institutions that held Sunoco LP at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to SUN in Q4 2024
InstitutionSharesValue% of portfolio
Raymond James Financial Inc344,839$17.7M0.01%
Allianz Asset Management GmbH190,900$9.82M0.01%
Susquehanna Fundamental Investments, LLC74,302$3.82M0.06%
Whittier Trust Co of Nevada Inc72,000$3.70M0.09%
Kestra Advisory Services, LLC66,789$3.44M0.02%
Icon Advisers Inc36,000$1.85M0.42%
Gsa Capital Partners LLP16,240$835.0K0.06%
CAPROCK Group, Inc.11,064$569.1K0.02%
M.E. Allison & Co., Inc.10,545$542.4K0.60%
Greenland Capital Management LP10,230$526.2K0.11%
J.W. Cole Advisors, Inc.7,938$408.4K0.02%
Strategic Advocates LLC7,410$381.2K0.13%
Wolverine Trading, LLC7,139$363.6K0.01%
Atria Wealth Solutions, Inc.4,977$256.0K0.00%
Virtu Financial LLC4,648$239.0K0.01%
Kingswood Wealth Advisors, LLC3,961$203.8K0.02%
TownSquare Capital, LLC3,896$200.4K0.00%
Kieckhefer Group LLC2,500$128.6K0.08%
State of Wyoming1,985$102.1K0.01%
Aventura Private Wealth, LLC1,909$98.2K0.05%
Transce3nd, LLC1,750$90.0K0.03%
Independence Bank of Kentucky1,022$52.6K0.01%
Richards, Merrill & Peterson, Inc.700$36.0K0.02%
Marshall & Sterling Wealth Advisors Inc.602$31.0K0.02%
Park Square Financial Group, LLC380$19.5K0.01%
Assetmark, Inc100$5.14K0.00%
High Note Wealth, LLC100$5.14K0.00%
Studio Investment Management LLC100$5.14K0.00%
Coppell Advisory Solutions LLC33$1.68K0.00%

Sold out (29)

Institutions that held Sunoco LP at the end of Q3 2024 and filed for Q4 2024 without it.

Not filed for Q4 2024 yet (6)

Institutions that held Sunoco LP at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SUN in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James Financial Services Advisors, Inc.271,831$14.6M
Raymond James & Associates74,699$4.01M
SpiderRock Advisors, LLC27,825$1.49M
Inscription Capital, LLC10,198$547.4K
Raymond James Trust N.A.4,716$253.2K
Naples Money Management LLC280$15.0K