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, Q1 2025
Institutional positions in Sunoco LP as of Mar 31, 2025. 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
- 293
- +25 vs. Q4 2024
- Shares held
- 61.7M
- +1.04M (+1.7%) vs. Q4 2024
- Total value
- $3.57B
- +$451.4M (+14.5%) vs. Q4 2024
- New holders
- 47
- 87 more added
- Sold out
- 22
- 72 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alps Advisors Inc | 23,132,625 | $1.34B | 7.79% | +2,529,170+12.3% | Added |
| Invesco Ltd. | 9,165,717 | $532.2M | 0.10% | +296,791+3.3% | Added |
| Goldman Sachs Group Inc | 6,523,354 | $378.7M | 0.07% | −211,613−3.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,978,209 | $172.9M | 0.37% | +369,508+14.2% | Added |
| Energy Income Partners, LLC | 1,810,296 | $105.1M | 2.01% | +45,935+2.6% | Added |
| Blackstone Group Inc. | 1,754,583 | $101.9M | 0.45% | +404,931+30.0% | Added |
| JPMorgan Chase & Co | 1,693,243 | $98.3M | 0.01% | −457,458−21.3% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 1,213,616 | $70.5M | 0.85% | −66,120−5.2% | Reduced |
| Morgan Stanley | 1,163,693 | $67.6M | 0.00% | −549,121−32.1% | Reduced |
| UBS Group AG | 1,025,036 | $59.5M | 0.01% | −21,836−2.1% | Reduced |
| Recurrent Investment Advisors LLC | 932,862 | $54.2M | 4.59% | +44,000+5.0% | Added |
| Miller Howard Investments Inc | 687,244 | $39.9M | 1.27% | +92,187+15.5% | Added |
| Clearbridge Investments, LLC | 685,429 | $39.8M | 0.03% | −10.0% | Reduced |
| Neuberger Berman Group LLC | 644,512 | $37.4M | 0.03% | +146,621+29.4% | Added |
| Bowen Hanes & Co Inc | 600,000 | $34.8M | 0.97% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 569,273 | $33.1M | 4.53% | −2,265−0.4% | Reduced |
| Fractal Investments LLC | 552,768 | $32.1M | 4.46% | 00.0% | Unchanged |
| Raymond James Financial Inc | 346,963 | $20.1M | 0.01% | +2,124+0.6% | Added |
| Allianz Asset Management GmbH | 304,500 | $17.7M | 0.03% | +113,600+59.5% | Added |
| Cooperman Leon G | 285,000 | $16.5M | 0.66% | +285,000 | New |
| ING Groep NV | 276,000 | $16.0M | 0.11% | −237,715−46.3% | Reduced |
| Walnut Private Equity Partners, LLC | 241,775 | $14.0M | 7.69% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 206,842 | $12.0M | 0.48% | −8,951−4.1% | Reduced |
| Wells Fargo & Company | 189,662 | $11.0M | 0.00% | −60,400−24.2% | Reduced |
| LPL Financial LLC | 184,925 | $10.7M | 0.00% | +6,986+3.9% | Added |
| Royal Bank of Canada | 159,128 | $9.24M | 0.00% | +9,592+6.4% | Added |
| Bank of America Corp | 158,973 | $9.23M | 0.00% | −92,589−36.8% | Reduced |
| Kercheville Advisors, LLC | 154,078 | $8.95M | 3.65% | +10.0% | Added |
| Chickasaw Capital Management LLC | 138,000 | $8.01M | 0.31% | +61,000+79.2% | Added |
| Infrastructure Capital Advisors, LLC | 296,442 | $8.00M | 1.02% | −940,846−76.0% | Reduced |
| Exchange Traded Concepts, LLC | 118,433 | $6.88M | 0.12% | −621−0.5% | Reduced |
| Sanctuary Advisors, LLC | 109,048 | $6.33M | 0.04% | −5,304−4.6% | Reduced |
| CIBC Private Wealth Group, LLC | 125,189 | $6.31M | 0.01% | −106,162−45.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 99,688 | $5.79M | 0.10% | +25,386+34.2% | Added |
| Stifel Financial Corp | 94,984 | $5.51M | 0.01% | +30,654+47.7% | Added |
| Summit Financial, LLC | 93,180 | $5.41M | 0.15% | +16,732+21.9% | Added |
| Texas Yale Capital Corp. | 81,476 | $4.73M | 0.19% | +11,400+16.3% | Added |
| First Trust Advisors LP | 79,897 | $4.64M | 0.00% | −3,338−4.0% | Reduced |
| NBW Capital LLC | 74,578 | $4.33M | 0.96% | +74,578 | New |
| Warren Averett Asset Management, LLC | 74,578 | $4.33M | 0.05% | +74,578 | New |
| Whittier Trust Co of Nevada Inc | 72,174 | $4.19M | 0.11% | +174+0.2% | Added |
| Waldron Private Wealth LLC | 71,000 | $4.12M | 0.19% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 70,258 | $4.08M | 0.13% | +62,320+785.1% | Added |
| Kestra Advisory Services, LLC | 65,136 | $3.78M | 0.02% | −1,653−2.5% | Reduced |
| Advisor Group Holdings, Inc. | 61,241 | $3.56M | 0.01% | +2,285+3.9% | Added |
| Icon Advisers Inc | 56,000 | $3.25M | 0.76% | +20,000+55.6% | Added |
| Advisors Asset Management, Inc. | 49,523 | $2.88M | 0.05% | +1,607+3.4% | Added |
| Glenmede Trust Co NA | 46,000 | $2.67M | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 45,112 | $2.62M | 0.00% | −98,826−68.7% | Reduced |
| BlackRock, Inc. | 44,478 | $2.58M | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 44,256 | $2.57M | 0.02% | +1,757+4.1% | Added |
| Barnett & Company, Inc. | 42,333 | $2.46M | 2.05% | −7,800−15.6% | Reduced |
| Captrust Financial Advisors | 42,238 | $2.45M | 0.01% | −19,638−31.7% | Reduced |
| Pinnacle Holdings, LLC | 41,450 | $2.41M | 0.91% | +41,450 | New |
| Apollon Wealth Management, LLC | 39,062 | $2.27M | 0.05% | −348−0.9% | Reduced |
| Creative Planning | 36,601 | $2.13M | 0.00% | +10,583+40.7% | Added |
| Private Advisor Group, LLC | 36,551 | $2.12M | 0.01% | −15,723−30.1% | Reduced |
| Park Circle Co | 36,350 | $2.11M | 1.88% | 00.0% | Unchanged |
| Mariner, LLC | 36,112 | $2.10M | 0.00% | −3,797−9.5% | Reduced |
| Natixis | 35,160 | $2.06M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 34,678 | $2.01M | 0.00% | +665+2.0% | Added |
| Cetera Investment Advisers | 33,486 | $1.94M | 0.00% | −113−0.3% | Reduced |
| Envestnet Asset Management Inc | 32,603 | $1.89M | 0.00% | +1,845+6.0% | Added |
| Finer Wealth Management, Inc. | 32,083 | $1.86M | 1.12% | +1,056+3.4% | Added |
| Commonwealth Equity Services, LLC | 31,834 | $1.85M | 0.00% | +5,026+18.7% | Added |
| Ellsworth Advisors, LLC | 31,342 | $1.82M | 0.48% | +31,342 | New |
| Aster Capital Management (DIFC) Ltd | 30,840 | $1.81M | 0.34% | +30,840 | New |
| Van Eck Associates Corp | 29,501 | $1.71M | 0.00% | −630−2.1% | Reduced |
| Empirical Asset Management, LLC | 28,505 | $1.66M | 0.56% | −200−0.7% | Reduced |
| Castleark Management LLC | 27,840 | $1.62M | 0.06% | −20,350−42.2% | Reduced |
| Zurich Insurance Group Ltd | 27,200 | $1.58M | 0.01% | +27,200 | New |
| ELCO Management Co., LLC | 26,090 | $1.51M | 0.84% | −8,700−25.0% | Reduced |
| Crescent Grove Advisors, LLC | 25,805 | $1.50M | 0.16% | +25,805 | New |
| HighTower Advisors, LLC | 25,719 | $1.49M | 0.00% | +52+0.2% | Added |
| Westwood Holdings Group Inc. | 25,596 | $1.49M | 0.01% | −7,800−23.4% | Reduced |
| Cascade Investment Group, Inc. | 25,475 | $1.48M | 1.14% | −605−2.3% | Reduced |
| Dividend Assets Capital, LLC | 25,378 | $1.47M | 0.28% | −3,544−12.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 25,232 | $1.47M | 0.00% | +1,144+4.7% | Added |
| US Bancorp | 21,619 | $1.26M | 0.00% | −607−2.7% | Reduced |
| FMR LLC | 21,259 | $1.23M | 0.00% | −2,721−11.3% | Reduced |
| Duff & Phelps Investment Management Co | 19,869 | $1.15M | 0.01% | −91,761−82.2% | Reduced |
| American Financial Group Inc | 19,500 | $1.13M | 0.48% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 19,618 | $1.13M | 0.01% | +19,618 | New |
| Gilman Hill Asset Management, LLC | 18,674 | $1.08M | 0.19% | 00.0% | Unchanged |
| Sigma Planning Corp | 18,301 | $1.06M | 0.03% | +309+1.7% | Added |
| The PNC Financial Services Group, Inc. | 17,624 | $1.02M | 0.00% | −6,444−26.8% | Reduced |
| Focus Financial Network, Inc. | 17,353 | $1.01M | 0.04% | +795+4.8% | Added |
| Baird Financial Group, Inc. | 16,622 | $965.1K | 0.00% | +320+2.0% | Added |
| Cary Street Partners Financial LLC | 16,119 | $935.9K | 0.03% | +16,119 | New |
| Avid Wealth Partners LLC | 15,834 | $919.3K | 0.62% | 00.0% | Unchanged |
| McDonald Partners LLC | 15,502 | $900.1K | 0.23% | +105+0.7% | Added |
| MML Investors Services, LLC | 15,456 | $897.0K | 0.00% | +2,321+17.7% | Added |
| Moors & Cabot, Inc. | 15,424 | $895.5K | 0.05% | +1,200+8.4% | Added |
| Linscomb & Williams, Inc. | 14,740 | $855.8K | 0.04% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 14,447 | $839.0K | 0.00% | +1,046+7.8% | Added |
| Susquehanna International Group, LLP | 14,339 | $832.5K | 0.00% | −198,792−93.3% | Reduced |
| IFG Advisory, LLC | 13,755 | $798.6K | 0.04% | 00.0% | Unchanged |
| Spirit of America Management Corp | 13,500 | $783.8K | 0.16% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 13,237 | $768.5K | 0.00% | +1,947+17.2% | Added |
| M&T Bank Corp | 13,106 | $760.9K | 0.00% | 00.0% | Unchanged |