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 |
|---|---|---|---|---|---|
| Moors & Cabot, Inc. | 15,424 | $895.5K | 0.05% | +1,200+8.4% | Added |
| MML Investors Services, LLC | 15,456 | $897.0K | 0.00% | +2,321+17.7% | Added |
| McDonald Partners LLC | 15,502 | $900.1K | 0.23% | +105+0.7% | Added |
| Avid Wealth Partners LLC | 15,834 | $919.3K | 0.62% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 16,119 | $935.9K | 0.03% | +16,119 | New |
| Baird Financial Group, Inc. | 16,622 | $965.1K | 0.00% | +320+2.0% | Added |
| Focus Financial Network, Inc. | 17,353 | $1.01M | 0.04% | +795+4.8% | Added |
| The PNC Financial Services Group, Inc. | 17,624 | $1.02M | 0.00% | −6,444−26.8% | Reduced |
| Sigma Planning Corp | 18,301 | $1.06M | 0.03% | +309+1.7% | Added |
| Gilman Hill Asset Management, LLC | 18,674 | $1.08M | 0.19% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 19,618 | $1.13M | 0.01% | +19,618 | New |
| American Financial Group Inc | 19,500 | $1.13M | 0.48% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 19,869 | $1.15M | 0.01% | −91,761−82.2% | Reduced |
| FMR LLC | 21,259 | $1.23M | 0.00% | −2,721−11.3% | Reduced |
| US Bancorp | 21,619 | $1.26M | 0.00% | −607−2.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 25,232 | $1.47M | 0.00% | +1,144+4.7% | Added |
| Dividend Assets Capital, LLC | 25,378 | $1.47M | 0.28% | −3,544−12.3% | Reduced |
| Cascade Investment Group, Inc. | 25,475 | $1.48M | 1.14% | −605−2.3% | Reduced |
| Westwood Holdings Group Inc. | 25,596 | $1.49M | 0.01% | −7,800−23.4% | Reduced |
| HighTower Advisors, LLC | 25,719 | $1.49M | 0.00% | +52+0.2% | Added |
| Crescent Grove Advisors, LLC | 25,805 | $1.50M | 0.16% | +25,805 | New |
| ELCO Management Co., LLC | 26,090 | $1.51M | 0.84% | −8,700−25.0% | Reduced |
| Zurich Insurance Group Ltd | 27,200 | $1.58M | 0.01% | +27,200 | New |
| Castleark Management LLC | 27,840 | $1.62M | 0.06% | −20,350−42.2% | Reduced |
| Empirical Asset Management, LLC | 28,505 | $1.66M | 0.56% | −200−0.7% | Reduced |
| Van Eck Associates Corp | 29,501 | $1.71M | 0.00% | −630−2.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 30,840 | $1.81M | 0.34% | +30,840 | New |
| Ellsworth Advisors, LLC | 31,342 | $1.82M | 0.48% | +31,342 | New |
| Commonwealth Equity Services, LLC | 31,834 | $1.85M | 0.00% | +5,026+18.7% | Added |
| Finer Wealth Management, Inc. | 32,083 | $1.86M | 1.12% | +1,056+3.4% | Added |
| Envestnet Asset Management Inc | 32,603 | $1.89M | 0.00% | +1,845+6.0% | Added |
| Cetera Investment Advisers | 33,486 | $1.94M | 0.00% | −113−0.3% | Reduced |
| Ameriprise Financial Inc | 34,678 | $2.01M | 0.00% | +665+2.0% | Added |
| Natixis | 35,160 | $2.06M | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 36,112 | $2.10M | 0.00% | −3,797−9.5% | Reduced |
| Park Circle Co | 36,350 | $2.11M | 1.88% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 36,551 | $2.12M | 0.01% | −15,723−30.1% | Reduced |
| Creative Planning | 36,601 | $2.13M | 0.00% | +10,583+40.7% | Added |
| Apollon Wealth Management, LLC | 39,062 | $2.27M | 0.05% | −348−0.9% | Reduced |
| Pinnacle Holdings, LLC | 41,450 | $2.41M | 0.91% | +41,450 | New |
| Captrust Financial Advisors | 42,238 | $2.45M | 0.01% | −19,638−31.7% | Reduced |
| Barnett & Company, Inc. | 42,333 | $2.46M | 2.05% | −7,800−15.6% | Reduced |
| HRT Financial LP | 44,256 | $2.57M | 0.02% | +1,757+4.1% | Added |
| BlackRock, Inc. | 44,478 | $2.58M | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 45,112 | $2.62M | 0.00% | −98,826−68.7% | Reduced |
| Glenmede Trust Co NA | 46,000 | $2.67M | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 49,523 | $2.88M | 0.05% | +1,607+3.4% | Added |
| Icon Advisers Inc | 56,000 | $3.25M | 0.76% | +20,000+55.6% | Added |
| Advisor Group Holdings, Inc. | 61,241 | $3.56M | 0.01% | +2,285+3.9% | Added |
| Kestra Advisory Services, LLC | 65,136 | $3.78M | 0.02% | −1,653−2.5% | Reduced |
| J.W. Cole Advisors, Inc. | 70,258 | $4.08M | 0.13% | +62,320+785.1% | Added |
| Waldron Private Wealth LLC | 71,000 | $4.12M | 0.19% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 72,174 | $4.19M | 0.11% | +174+0.2% | Added |
| 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 |
| First Trust Advisors LP | 79,897 | $4.64M | 0.00% | −3,338−4.0% | Reduced |
| Texas Yale Capital Corp. | 81,476 | $4.73M | 0.19% | +11,400+16.3% | Added |
| Summit Financial, LLC | 93,180 | $5.41M | 0.15% | +16,732+21.9% | Added |
| Stifel Financial Corp | 94,984 | $5.51M | 0.01% | +30,654+47.7% | Added |
| Susquehanna Fundamental Investments, LLC | 99,688 | $5.79M | 0.10% | +25,386+34.2% | Added |
| CIBC Private Wealth Group, LLC | 125,189 | $6.31M | 0.01% | −106,162−45.9% | Reduced |
| Sanctuary Advisors, LLC | 109,048 | $6.33M | 0.04% | −5,304−4.6% | Reduced |
| Exchange Traded Concepts, LLC | 118,433 | $6.88M | 0.12% | −621−0.5% | Reduced |
| Infrastructure Capital Advisors, LLC | 296,442 | $8.00M | 1.02% | −940,846−76.0% | Reduced |
| Chickasaw Capital Management LLC | 138,000 | $8.01M | 0.31% | +61,000+79.2% | Added |
| Kercheville Advisors, LLC | 154,078 | $8.95M | 3.65% | +10.0% | Added |
| Bank of America Corp | 158,973 | $9.23M | 0.00% | −92,589−36.8% | Reduced |
| Royal Bank of Canada | 159,128 | $9.24M | 0.00% | +9,592+6.4% | Added |
| LPL Financial LLC | 184,925 | $10.7M | 0.00% | +6,986+3.9% | Added |
| Wells Fargo & Company | 189,662 | $11.0M | 0.00% | −60,400−24.2% | Reduced |
| TCG Advisory Services, LLC | 206,842 | $12.0M | 0.48% | −8,951−4.1% | Reduced |
| Walnut Private Equity Partners, LLC | 241,775 | $14.0M | 7.69% | 00.0% | Unchanged |
| ING Groep NV | 276,000 | $16.0M | 0.11% | −237,715−46.3% | Reduced |
| Cooperman Leon G | 285,000 | $16.5M | 0.66% | +285,000 | New |
| Allianz Asset Management GmbH | 304,500 | $17.7M | 0.03% | +113,600+59.5% | Added |
| Raymond James Financial Inc | 346,963 | $20.1M | 0.01% | +2,124+0.6% | Added |
| Fractal Investments LLC | 552,768 | $32.1M | 4.46% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 569,273 | $33.1M | 4.53% | −2,265−0.4% | Reduced |
| Bowen Hanes & Co Inc | 600,000 | $34.8M | 0.97% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 644,512 | $37.4M | 0.03% | +146,621+29.4% | Added |
| Clearbridge Investments, LLC | 685,429 | $39.8M | 0.03% | −10.0% | Reduced |
| Miller Howard Investments Inc | 687,244 | $39.9M | 1.27% | +92,187+15.5% | Added |
| Recurrent Investment Advisors LLC | 932,862 | $54.2M | 4.59% | +44,000+5.0% | Added |
| UBS Group AG | 1,025,036 | $59.5M | 0.01% | −21,836−2.1% | Reduced |
| Morgan Stanley | 1,163,693 | $67.6M | 0.00% | −549,121−32.1% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 1,213,616 | $70.5M | 0.85% | −66,120−5.2% | Reduced |
| JPMorgan Chase & Co | 1,693,243 | $98.3M | 0.01% | −457,458−21.3% | Reduced |
| Blackstone Group Inc. | 1,754,583 | $101.9M | 0.45% | +404,931+30.0% | Added |
| Energy Income Partners, LLC | 1,810,296 | $105.1M | 2.01% | +45,935+2.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,978,209 | $172.9M | 0.37% | +369,508+14.2% | Added |
| Goldman Sachs Group Inc | 6,523,354 | $378.7M | 0.07% | −211,613−3.1% | Reduced |
| Invesco Ltd. | 9,165,717 | $532.2M | 0.10% | +296,791+3.3% | Added |
| Alps Advisors Inc | 23,132,625 | $1.34B | 7.79% | +2,529,170+12.3% | Added |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Sovereign Investment Advisors, LLC | 0 | $0 | 0.00% | −43,522−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −25,103−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −17,247−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −16,240−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −10,230−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −7,195−100.0% | Sold out |