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 |
|---|---|---|---|---|---|
| Journey Strategic Wealth LLC | 12,511 | $643.6K | 0.02% | −277−2.2% | Reduced |
| Avantax Advisory Services, Inc. | 12,100 | $622.4K | 0.00% | +1,048+9.5% | Added |
| Hudson Valley Investment Advisors Inc | 12,030 | $618.8K | 0.07% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 11,892 | $611.7K | 0.04% | +1,131+10.5% | Added |
| Wedbush Securities Inc | 11,674 | $600.0K | 0.02% | +932+8.7% | Added |
| Baldwin Brothers Inc | 11,360 | $584.4K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 11,290 | $580.8K | 0.00% | −499−4.2% | Reduced |
| International Assets Investment Management, LLC | 11,044 | $571.7K | 0.05% | −561,735−98.1% | Reduced |
| Cresset Asset Management, LLC | 11,097 | $570.8K | 0.00% | +4,109+58.8% | Added |
| CAPROCK Group, Inc. | 11,064 | $569.1K | 0.02% | +11,064 | New |
| Brown Advisory Inc | 10,973 | $564.5K | 0.00% | 00.0% | Unchanged |
| XML Financial, LLC | 10,848 | $558.0K | 0.05% | −3,525−24.5% | Reduced |
| M.E. Allison & Co., Inc. | 10,545 | $542.4K | 0.60% | +10,545 | New |
| National Asset Management, Inc. | 10,537 | $542.0K | 0.02% | −100−0.9% | Reduced |
| Wealthcare Advisory Partners LLC | 10,255 | $527.5K | 0.01% | +1,371+15.4% | Added |
| Greenland Capital Management LP | 10,230 | $526.2K | 0.11% | +10,230 | New |
| Custom Index Systems, LLC | 10,130 | $521.1K | 0.28% | −11,125−52.3% | Reduced |
| IHT Wealth Management, LLC | 10,075 | $518.3K | 0.02% | +448+4.7% | Added |
| Baker Avenue Asset Management, LP | 10,000 | $514.4K | 0.02% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 9,784 | $503.3K | 0.38% | −289−2.9% | Reduced |
| Tradition Wealth Management, LLC | 9,731 | $500.6K | 0.04% | +55+0.6% | Added |
| Kingsview Wealth Management, LLC | 9,464 | $486.8K | 0.01% | +251+2.7% | Added |
| Kayne Anderson Capital Advisors LP | 9,431 | $485.1K | 0.01% | 00.0% | Unchanged |
| Financial Counselors Inc | 9,356 | $481.3K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 9,201 | $473.3K | 0.14% | −365−3.8% | 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 |
| Stratos Wealth Partners, LTD. | 8,972 | $461.5K | 0.01% | −992−10.0% | Reduced |
| Bokf, NA | 8,993 | $461.3K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 8,676 | $446.3K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 8,404 | $432.3K | 0.00% | −5,584−39.9% | Reduced |
| Cohen Capital Management, Inc. | 8,210 | $422.3K | 0.07% | 00.0% | Unchanged |
| Capital Advisors Inc | 8,192 | $421.4K | 0.01% | +3,033+58.8% | Added |
| Good Life Advisors, LLC | 8,007 | $411.9K | 0.03% | −715−8.2% | Reduced |
| Oxbow Advisors, LLC | 8,000 | $411.5K | 0.05% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 7,938 | $408.4K | 0.02% | +7,938 | New |
| Benjamin Edwards Inc | 7,740 | $398.2K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 7,557 | $388.7K | 0.06% | +11+0.1% | Added |
| Independent Advisor Alliance | 7,502 | $385.9K | 0.01% | −679−8.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 7,438 | $382.6K | 0.03% | +2,029+37.5% | Added |
| Strategic Advocates LLC | 7,410 | $381.2K | 0.13% | +7,410 | New |
| AE Wealth Management LLC | 7,195 | $370.1K | 0.00% | −24,633−77.4% | Reduced |
| Toroso Investments, LLC | 7,148 | $367.7K | 0.00% | −449−5.9% | Reduced |
| United Advisor Group, LLC | 7,128 | $366.7K | 0.07% | −1,436−16.8% | Reduced |
| Wolverine Trading, LLC | 7,139 | $363.6K | 0.01% | +7,139 | New |
| Green Square Capital Advisors LLC | 7,038 | $362.0K | 0.05% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 7,000 | $360.1K | 0.25% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 6,865 | $353.1K | 0.01% | −83−1.2% | Reduced |
| Avidian Wealth Solutions, LLC | 6,840 | $351.8K | 0.02% | −204−2.9% | Reduced |
| PFG Investments, LLC | 6,645 | $341.8K | 0.02% | +38+0.6% | Added |
| Barr E S & Co | 6,500 | $334.4K | 0.02% | −1,000−13.3% | Reduced |
| L.M. Kohn & Company | 6,400 | $329.2K | 0.09% | +200+3.2% | Added |
| King Luther Capital Management Corp | 6,143 | $316.0K | 0.00% | −90−1.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 6,116 | $314.6K | 0.21% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 5,534 | $311.4K | 0.02% | −50−0.9% | Reduced |
| Counterpoint Mutual Funds LLC | 5,939 | $305.5K | 0.04% | +1,425+31.6% | Added |
| Mercer Global Advisors Inc | 5,871 | $302.0K | 0.00% | −1,369−18.9% | Reduced |
| Basso Capital Management, L.P. | 5,680 | $292.2K | 0.25% | 00.0% | Unchanged |
| MAI Capital Management | 5,427 | $279.2K | 0.00% | +52+1.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,332 | $274.3K | 0.04% | +44+0.8% | Added |
| Carnegie Capital Asset Management, LLC | 5,205 | $267.7K | 0.01% | −574−9.9% | Reduced |
| Truist Financial Corp | 5,092 | $261.9K | 0.00% | −235−4.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,983 | $256.3K | 0.00% | +592+13.5% | Added |
| Atria Wealth Solutions, Inc. | 4,977 | $256.0K | 0.00% | +4,977 | New |
| Ameritas Advisory Services, LLC | 4,940 | $254.1K | 0.01% | +282+6.1% | Added |
| Garrett Wealth Advisory Group, LLC | 4,933 | $253.8K | 0.06% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,927 | $253.4K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 4,621 | $252.8K | 0.01% | 00.0% | Unchanged |
| Willis Investment Counsel | 4,883 | $251.2K | 0.02% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 4,711 | $242.3K | 0.07% | −10.0% | Reduced |
| Virtu Financial LLC | 4,648 | $239.0K | 0.01% | +4,648 | New |
| Citizens Financial Group Inc | 4,639 | $238.6K | 0.00% | +75+1.6% | Added |
| Monticello Wealth Management, LLC | 4,626 | $238.0K | 0.02% | −914−16.5% | Reduced |
| D.A. Davidson & Co. | 4,531 | $233.1K | 0.00% | −586−11.5% | Reduced |
| Oppenheimer Asset Management Inc. | 4,531 | $233.1K | 0.00% | −51−1.1% | Reduced |
| Centennial Wealth Advisory LLC | 4,522 | $232.6K | 0.09% | +74+1.7% | Added |
| Whitener Capital Management, Inc. | 4,496 | $231.3K | 0.06% | −264−5.5% | Reduced |
| Liberty Capital Management, Inc. | 4,384 | $225.5K | 0.05% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 4,380 | $225.3K | 0.18% | 00.0% | Unchanged |
| Northern Trust Corp | 4,360 | $224.3K | 0.00% | −287−6.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,256 | $218.9K | 0.06% | +247+6.2% | Added |
| CWA Asset Management Group, LLC | 4,216 | $216.9K | 0.01% | +105+2.6% | Added |
| Quadrant Private Wealth Management, LLC | 4,040 | $207.8K | 0.05% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 3,961 | $203.8K | 0.02% | +3,961 | New |
| TownSquare Capital, LLC | 3,896 | $200.4K | 0.00% | +3,896 | New |
| CI Private Wealth, LLC | 13,975 | $175.4K | 0.00% | −167−1.2% | Reduced |
| Bryn Mawr Trust Co | 3,080 | $158.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,022 | $155.5K | 0.00% | +393+14.9% | Added |
| Anchor Investment Management, LLC | 3,000 | $154.3K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,666 | $137.1K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,517 | $129.5K | 0.01% | +2,481+6,891.7% | Added |
| Kieckhefer Group LLC | 2,500 | $128.6K | 0.08% | +2,500 | New |
| IFP Advisors, Inc | 2,446 | $125.8K | 0.00% | +1,295+112.5% | Added |
| GWM Advisors LLC | 2,170 | $111.6K | 0.00% | +3+0.1% | Added |
| Icon Wealth Advisors, LLC | 2,049 | $105.4K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $103.0K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 1,985 | $102.1K | 0.01% | +1,985 | New |
| Resources Management Corp | 1,980 | $102.0K | 0.01% | −60−2.9% | Reduced |
| Aventura Private Wealth, LLC | 1,909 | $98.2K | 0.05% | +1,909 | New |
| EverSource Wealth Advisors, LLC | 1,884 | $96.9K | 0.01% | 00.0% | Unchanged |