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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 1,723 | $95.0K | 0.00% | +819+90.6% | Added |
| Farther Finance Advisors, LLC | 1,833 | $94.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,784 | $91.8K | 0.00% | +1,453+439.0% | Added |
| Transce3nd, LLC | 1,750 | $90.0K | 0.03% | +1,750 | New |
| Cullen/Frost Bankers, Inc. | 1,707 | $87.8K | 0.00% | +62+3.8% | Added |
| Global Retirement Partners, LLC | 1,633 | $84.0K | 0.00% | +788+93.3% | Added |
| Caitlin John, LLC | 1,488 | $76.6K | 0.05% | +103+7.4% | Added |
| Clearstead Advisors, LLC | 1,467 | $75.5K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,350 | $69.4K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,200 | $67.6K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,250 | $64.3K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,245 | $64.0K | 0.00% | +182+17.1% | Added |
| HHM Wealth Advisors, LLC | 1,200 | $61.7K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,094 | $56.3K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,022 | $52.6K | 0.01% | +1,022 | New |
| Northwestern Mutual Wealth Management Co | 971 | $50.0K | 0.00% | +761+362.4% | Added |
| Bessemer Group Inc | 960 | $49.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 943 | $48.5K | 0.01% | +16+1.7% | Added |
| CoreCap Advisors, LLC | 925 | $47.6K | 0.00% | −40,901−97.8% | Reduced |
| Compass Wealth Management LLC | 800 | $41.2K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 800 | $41.2K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 796 | $40.9K | 0.00% | −717−47.4% | Reduced |
| Parkside Financial Bank & Trust | 704 | $36.2K | 0.00% | −80−10.2% | Reduced |
| Richards, Merrill & Peterson, Inc. | 700 | $36.0K | 0.02% | +700 | New |
| Quent Capital, LLC | 690 | $35.5K | 0.00% | −341−33.1% | Reduced |
| Parallel Advisors, LLC | 652 | $33.6K | 0.00% | +9+1.4% | Added |
| Private Trust Co NA | 650 | $33.4K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 602 | $31.0K | 0.02% | +602 | New |
| Longfellow Investment Management Co LLC | 574 | $29.5K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 560 | $28.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 530 | $27.3K | 0.00% | −203−27.7% | Reduced |
| Principal Securities, Inc. | 504 | $25.9K | 0.00% | −194−27.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 500 | $25.7K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 500 | $25.7K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $25.7K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 500 | $25.7K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 380 | $19.5K | 0.01% | +380 | New |
| Bartlett & Co. Wealth Management LLC | 330 | $17.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 280 | $14.0K | 0.00% | +279+27,900.0% | Added |
| First Horizon Advisors, Inc. | 262 | $13.5K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 261 | $13.4K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 257 | $13.2K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 231 | $11.8K | 0.00% | −850−78.6% | Reduced |
| Geneos Wealth Management Inc. | 226 | $11.6K | 0.00% | +4+1.8% | Added |
| Armstrong Advisory Group, Inc | 205 | $10.5K | 0.00% | +4+2.0% | Added |
| Byrne Asset Management LLC | 200 | $10.3K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 180 | $9.26K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 168 | $8.62K | 0.00% | +3+1.8% | Added |
| Boyd Watterson Asset Management LLC | 146 | $7.51K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 143 | $7.36K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 135 | $6.95K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 100 | $5.14K | 0.00% | −8−7.4% | Reduced |
| Assetmark, Inc | 100 | $5.14K | 0.00% | +100 | New |
| High Note Wealth, LLC | 100 | $5.14K | 0.00% | +100 | New |
| Studio Investment Management LLC | 100 | $5.14K | 0.00% | +100 | New |
| Eagle Bay Advisors LLC | 94 | $4.83K | 0.00% | −34−26.6% | Reduced |
| Cedar Mountain Advisors, LLC | 93 | $4.78K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 90 | $4.63K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 80 | $4.12K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 79 | $4.06K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 67 | $3.45K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 45 | $2.31K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 40 | $2.06K | 0.00% | 00.0% | Unchanged |
| Rudius Management LP | 33 | $1.70K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 33 | $1.70K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 33 | $1.68K | 0.00% | +33 | New |
| ORG Partners LLC | 24 | $1.23K | 0.00% | −136−85.0% | Reduced |
| Financial Network Wealth Advisors LLC | 23 | $1.18K | 0.00% | −181−88.7% | Reduced |
| Sandy Spring Bank | 11 | $547 | 0.00% | +1+10.0% | Added |
| Hexagon Capital Partners LLC | 9 | $463 | 0.00% | 00.0% | Unchanged |
| 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 |