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 |
|---|---|---|---|---|---|
| Crumly & Associates Inc. | 4,711 | $242.3K | 0.07% | −10.0% | Reduced |
| Willis Investment Counsel | 4,883 | $251.2K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 4,621 | $252.8K | 0.01% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,927 | $253.4K | 0.00% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 4,933 | $253.8K | 0.06% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 4,940 | $254.1K | 0.01% | +282+6.1% | Added |
| Atria Wealth Solutions, Inc. | 4,977 | $256.0K | 0.00% | +4,977 | New |
| Wealth Enhancement Advisory Services, LLC | 4,983 | $256.3K | 0.00% | +592+13.5% | Added |
| Truist Financial Corp | 5,092 | $261.9K | 0.00% | −235−4.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,205 | $267.7K | 0.01% | −574−9.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,332 | $274.3K | 0.04% | +44+0.8% | Added |
| MAI Capital Management | 5,427 | $279.2K | 0.00% | +52+1.0% | Added |
| Basso Capital Management, L.P. | 5,680 | $292.2K | 0.25% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 5,871 | $302.0K | 0.00% | −1,369−18.9% | Reduced |
| Counterpoint Mutual Funds LLC | 5,939 | $305.5K | 0.04% | +1,425+31.6% | Added |
| HighPoint Advisor Group LLC | 5,534 | $311.4K | 0.02% | −50−0.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 6,116 | $314.6K | 0.21% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 6,143 | $316.0K | 0.00% | −90−1.4% | Reduced |
| L.M. Kohn & Company | 6,400 | $329.2K | 0.09% | +200+3.2% | Added |
| Barr E S & Co | 6,500 | $334.4K | 0.02% | −1,000−13.3% | Reduced |
| PFG Investments, LLC | 6,645 | $341.8K | 0.02% | +38+0.6% | Added |
| Avidian Wealth Solutions, LLC | 6,840 | $351.8K | 0.02% | −204−2.9% | Reduced |
| Oppenheimer & Co Inc | 6,865 | $353.1K | 0.01% | −83−1.2% | Reduced |
| Security National Bank of Sioux City Iowa | 7,000 | $360.1K | 0.25% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 7,038 | $362.0K | 0.05% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 7,139 | $363.6K | 0.01% | +7,139 | New |
| United Advisor Group, LLC | 7,128 | $366.7K | 0.07% | −1,436−16.8% | Reduced |
| Toroso Investments, LLC | 7,148 | $367.7K | 0.00% | −449−5.9% | Reduced |
| AE Wealth Management LLC | 7,195 | $370.1K | 0.00% | −24,633−77.4% | Reduced |
| Strategic Advocates LLC | 7,410 | $381.2K | 0.13% | +7,410 | New |
| Jaffetilchin Investment Partners, LLC | 7,438 | $382.6K | 0.03% | +2,029+37.5% | Added |
| Independent Advisor Alliance | 7,502 | $385.9K | 0.01% | −679−8.3% | Reduced |
| WealthPLAN Partners, LLC | 7,557 | $388.7K | 0.06% | +11+0.1% | Added |
| Benjamin Edwards Inc | 7,740 | $398.2K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 7,938 | $408.4K | 0.02% | +7,938 | New |
| Oxbow Advisors, LLC | 8,000 | $411.5K | 0.05% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 8,007 | $411.9K | 0.03% | −715−8.2% | Reduced |
| Capital Advisors Inc | 8,192 | $421.4K | 0.01% | +3,033+58.8% | Added |
| Cohen Capital Management, Inc. | 8,210 | $422.3K | 0.07% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 8,404 | $432.3K | 0.00% | −5,584−39.9% | Reduced |
| Arkadios Wealth Advisors | 8,676 | $446.3K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 8,993 | $461.3K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 8,972 | $461.5K | 0.01% | −992−10.0% | Reduced |
| Keybank National Association | 9,000 | $463.0K | 0.00% | 00.0% | Unchanged |
| Davidson Trust Co | 9,000 | $463.0K | 0.24% | 00.0% | Unchanged |
| PSI Advisors, LLC | 9,201 | $473.3K | 0.14% | −365−3.8% | Reduced |
| Financial Counselors Inc | 9,356 | $481.3K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Capital Advisors LP | 9,431 | $485.1K | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 9,464 | $486.8K | 0.01% | +251+2.7% | Added |
| Tradition Wealth Management, LLC | 9,731 | $500.6K | 0.04% | +55+0.6% | Added |
| Uhlmann Price Securities, LLC | 9,784 | $503.3K | 0.38% | −289−2.9% | Reduced |
| Baker Avenue Asset Management, LP | 10,000 | $514.4K | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 10,075 | $518.3K | 0.02% | +448+4.7% | Added |
| Custom Index Systems, LLC | 10,130 | $521.1K | 0.28% | −11,125−52.3% | Reduced |
| Greenland Capital Management LP | 10,230 | $526.2K | 0.11% | +10,230 | New |
| Wealthcare Advisory Partners LLC | 10,255 | $527.5K | 0.01% | +1,371+15.4% | Added |
| National Asset Management, Inc. | 10,537 | $542.0K | 0.02% | −100−0.9% | Reduced |
| M.E. Allison & Co., Inc. | 10,545 | $542.4K | 0.60% | +10,545 | New |
| XML Financial, LLC | 10,848 | $558.0K | 0.05% | −3,525−24.5% | Reduced |
| Brown Advisory Inc | 10,973 | $564.5K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 11,064 | $569.1K | 0.02% | +11,064 | New |
| Cresset Asset Management, LLC | 11,097 | $570.8K | 0.00% | +4,109+58.8% | Added |
| International Assets Investment Management, LLC | 11,044 | $571.7K | 0.05% | −561,735−98.1% | Reduced |
| Rockefeller Capital Management L.P. | 11,290 | $580.8K | 0.00% | −499−4.2% | Reduced |
| Baldwin Brothers Inc | 11,360 | $584.4K | 0.04% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,674 | $600.0K | 0.02% | +932+8.7% | Added |
| Hilltop Holdings Inc. | 11,892 | $611.7K | 0.04% | +1,131+10.5% | Added |
| Hudson Valley Investment Advisors Inc | 12,030 | $618.8K | 0.07% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 12,100 | $622.4K | 0.00% | +1,048+9.5% | Added |
| Journey Strategic Wealth LLC | 12,511 | $643.6K | 0.02% | −277−2.2% | Reduced |
| Citadel Advisors LLC | 12,805 | $658.7K | 0.00% | +11,737+1,099.0% | Added |
| Quad-Cities Investment Group, LLC | 13,006 | $669.0K | 0.33% | −253−1.9% | Reduced |
| M&T Bank Corp | 13,106 | $674.2K | 0.00% | −520−3.8% | Reduced |
| MML Investors Services, LLC | 13,135 | $676.0K | 0.00% | +7,048+115.8% | Added |
| Janney Montgomery Scott LLC | 13,401 | $689.0K | 0.00% | −129−1.0% | Reduced |
| Spirit of America Management Corp | 13,500 | $694.4K | 0.14% | −14,055−51.0% | Reduced |
| IFG Advisory, LLC | 13,755 | $707.6K | 0.04% | −196−1.4% | Reduced |
| Moors & Cabot, Inc. | 14,224 | $731.7K | 0.03% | +600+4.4% | Added |
| Kovitz Investment Group Partners, LLC | 14,599 | $751.0K | 0.00% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 14,740 | $758.2K | 0.04% | 00.0% | Unchanged |
| McDonald Partners LLC | 15,397 | $792.1K | 0.20% | +40.0% | Added |
| Avid Wealth Partners LLC | 15,834 | $814.5K | 0.58% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 16,240 | $835.0K | 0.06% | +16,240 | New |
| Baird Financial Group, Inc. | 16,302 | $838.6K | 0.00% | −1,684−9.4% | Reduced |
| Focus Financial Network, Inc. | 16,558 | $851.8K | 0.03% | +457+2.8% | Added |
| Simplex Trading, LLC | 17,247 | $887.0K | 0.03% | −5,782−25.1% | Reduced |
| Sigma Planning Corp | 17,992 | $925.5K | 0.03% | −10,959−37.9% | Reduced |
| Gilman Hill Asset Management, LLC | 18,674 | $960.6K | 0.17% | 00.0% | Unchanged |
| American Financial Group Inc | 19,500 | $1.00M | 0.46% | 00.0% | Unchanged |
| Jane Street Group, LLC | 20,818 | $1.07M | 0.00% | −98,184−82.5% | Reduced |
| US Bancorp | 22,226 | $1.14M | 0.00% | 00.0% | Unchanged |
| FMR LLC | 23,980 | $1.23M | 0.00% | −1,490−5.9% | Reduced |
| The PNC Financial Services Group, Inc. | 24,068 | $1.24M | 0.00% | −7,458−23.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,088 | $1.24M | 0.00% | +1,347+5.9% | Added |
| Lee Financial Co | 25,103 | $1.29M | 0.18% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 25,667 | $1.32M | 0.00% | −1,697−6.2% | Reduced |
| Creative Planning | 26,018 | $1.34M | 0.00% | −4,632−15.1% | Reduced |
| Cascade Investment Group, Inc. | 26,080 | $1.34M | 0.96% | −1,700−6.1% | Reduced |
| We Are One Seven, LLC | 26,217 | $1.35M | 0.05% | +7,991+43.8% | Added |
| Commonwealth Equity Services, LLC | 26,808 | $1.38M | 0.00% | +2,950+12.4% | Added |