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 |
|---|---|---|---|---|---|
| Empirical Asset Management, LLC | 28,705 | $1.48M | 0.49% | −4,807−14.3% | Reduced |
| Dividend Assets Capital, LLC | 28,922 | $1.49M | 0.29% | −466−1.6% | Reduced |
| Van Eck Associates Corp | 30,131 | $1.55M | 0.00% | +8,782+41.1% | Added |
| Envestnet Asset Management Inc | 30,758 | $1.58M | 0.00% | +3,496+12.8% | Added |
| Finer Wealth Management, Inc. | 31,027 | $1.60M | 0.91% | +921+3.1% | Added |
| Westwood Holdings Group Inc. | 33,396 | $1.72M | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 33,599 | $1.73M | 0.00% | +916+2.8% | Added |
| Ameriprise Financial Inc | 34,013 | $1.75M | 0.00% | +8,854+35.2% | Added |
| ELCO Management Co., LLC | 34,790 | $1.79M | 0.94% | +10,695+44.4% | Added |
| Natixis | 35,160 | $1.81M | 0.01% | 00.0% | Unchanged |
| Icon Advisers Inc | 36,000 | $1.85M | 0.42% | +36,000 | New |
| Park Circle Co | 36,350 | $1.87M | 1.70% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 39,410 | $2.03M | 0.05% | −4,643−10.5% | Reduced |
| Mariner, LLC | 39,909 | $2.05M | 0.00% | +3,341+9.1% | Added |
| HRT Financial LP | 42,499 | $2.19M | 0.01% | −245,274−85.2% | Reduced |
| Sovereign Investment Advisors, LLC | 43,522 | $2.24M | 0.67% | 00.0% | Unchanged |
| BlackRock, Inc. | 44,478 | $2.29M | 0.00% | +27,825+167.1% | Added |
| Glenmede Trust Co NA | 46,000 | $2.37M | 0.01% | +18,500+67.3% | Added |
| Advisors Asset Management, Inc. | 47,916 | $2.46M | 0.05% | +3,211+7.2% | Added |
| Castleark Management LLC | 48,190 | $2.48M | 0.09% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 50,133 | $2.58M | 1.69% | −900−1.8% | Reduced |
| Private Advisor Group, LLC | 52,274 | $2.69M | 0.02% | +137+0.3% | Added |
| Advisor Group Holdings, Inc. | 58,956 | $3.03M | 0.01% | −7,050−10.7% | Reduced |
| Group One Trading, L.P. | 59,352 | $3.05M | 0.10% | +7,942+15.4% | Added |
| Nomura Holdings Inc | 60,000 | $3.09M | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 61,876 | $3.18M | 0.01% | −13,449−17.9% | Reduced |
| Stifel Financial Corp | 64,330 | $3.31M | 0.00% | +39,079+154.8% | Added |
| Kestra Advisory Services, LLC | 66,789 | $3.44M | 0.02% | +66,789 | New |
| Texas Yale Capital Corp. | 70,076 | $3.60M | 0.14% | +2,100+3.1% | Added |
| Waldron Private Wealth LLC | 71,000 | $3.65M | 0.15% | −49,000−40.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 72,000 | $3.70M | 0.09% | +72,000 | New |
| Susquehanna Fundamental Investments, LLC | 74,302 | $3.82M | 0.06% | +74,302 | New |
| Summit Financial, LLC | 76,448 | $3.93M | 0.14% | +5,212+7.3% | Added |
| Chickasaw Capital Management LLC | 77,000 | $3.96M | 0.16% | +13,600+21.5% | Added |
| First Trust Advisors LP | 83,235 | $4.28M | 0.00% | +20,982+33.7% | Added |
| Duff & Phelps Investment Management Co | 111,630 | $5.74M | 0.07% | +15,968+16.7% | Added |
| Exchange Traded Concepts, LLC | 119,054 | $6.12M | 0.12% | −9,117−7.1% | Reduced |
| Sanctuary Advisors, LLC | 114,352 | $6.63M | 0.04% | +17,975+18.7% | Added |
| Citigroup Inc | 143,938 | $7.40M | 0.01% | −195,464−57.6% | Reduced |
| Royal Bank of Canada | 149,536 | $7.69M | 0.00% | +9,487+6.8% | Added |
| Kercheville Advisors, LLC | 154,077 | $7.93M | 3.08% | 00.0% | Unchanged |
| LPL Financial LLC | 177,939 | $9.15M | 0.00% | −15,099−7.8% | Reduced |
| Allianz Asset Management GmbH | 190,900 | $9.82M | 0.01% | +190,900 | New |
| Susquehanna International Group, LLP | 213,131 | $11.0M | 0.02% | −100,619−32.1% | Reduced |
| TCG Advisory Services, LLC | 215,793 | $11.1M | 0.47% | −25,078−10.4% | Reduced |
| CIBC Private Wealth Group, LLC | 231,351 | $12.1M | 0.02% | +230,634+32,166.5% | Added |
| Walnut Private Equity Partners, LLC | 241,775 | $12.4M | 9.47% | +25,275+11.7% | Added |
| Wells Fargo & Company | 250,062 | $12.9M | 0.00% | −32,262−11.4% | Reduced |
| Bank of America Corp | 251,562 | $12.9M | 0.00% | −158,484−38.7% | Reduced |
| Raymond James Financial Inc | 344,839 | $17.7M | 0.01% | +344,839 | New |
| Barclays PLC | 466,019 | $24.0M | 0.01% | +29,731+6.8% | Added |
| Neuberger Berman Group LLC | 497,891 | $25.6M | 0.02% | +193,278+63.5% | Added |
| ING Groep NV | 513,715 | $26.4M | 0.18% | +355,000+223.7% | Added |
| Fractal Investments LLC | 552,768 | $28.4M | 4.35% | −119,914−17.8% | Reduced |
| Adams Asset Advisors, LLC | 571,538 | $29.4M | 3.77% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 595,057 | $30.6M | 1.01% | +5,296+0.9% | Added |
| Bowen Hanes & Co Inc | 600,000 | $30.9M | 0.83% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 685,430 | $35.3M | 0.03% | −14,799−2.1% | Reduced |
| Recurrent Investment Advisors LLC | 888,862 | $45.7M | 4.20% | +24,686+2.9% | Added |
| UBS Group AG | 1,046,872 | $53.9M | 0.01% | +60,761+6.2% | Added |
| Infrastructure Capital Advisors, LLC | 1,237,288 | $63.6M | 8.52% | +149,881+13.8% | Added |
| Tortoise Capital Advisors, L.L.C. | 1,279,736 | $65.8M | 0.84% | −69,951−5.2% | Reduced |
| Blackstone Group Inc. | 1,349,652 | $69.4M | 0.33% | −79,658−5.6% | Reduced |
| Morgan Stanley | 1,712,814 | $88.1M | 0.01% | +316,170+22.6% | Added |
| Energy Income Partners, LLC | 1,764,361 | $90.8M | 1.86% | +708,063+67.0% | Added |
| JPMorgan Chase & Co | 2,150,701 | $110.6M | 0.01% | −40,869−1.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,608,701 | $134.2M | 0.28% | +128,042+5.2% | Added |
| Goldman Sachs Group Inc | 6,734,967 | $346.4M | 0.07% | −200,482−2.9% | Reduced |
| Invesco Ltd. | 8,868,926 | $456.2M | 0.08% | +198,859+2.3% | Added |
| Alps Advisors Inc | 20,603,455 | $1.06B | 6.69% | +1,469,786+7.7% | Added |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −222,876−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −32,409−100.0% | Sold out |
| Crescent Grove Advisors, LLC | 0 | $0 | 0.00% | −21,886−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −19,037−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −14,901−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −10,627−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −9,762−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −9,353−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −6,191−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −6,048−100.0% | Sold out |
| Sendero Wealth Management, LLC | 0 | $0 | 0.00% | −5,994−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −5,838−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −5,760−100.0% | Sold out |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −5,027−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −4,987−100.0% | Sold out |
| Sittner & Nelson, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −3,997−100.0% | Sold out |
| Tyche Wealth Partners LLC | 0 | $0 | 0.00% | −3,905−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −3,850−100.0% | Sold out |
| Kanawha Capital Management LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −3,760−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −337−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |