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 |
|---|---|---|---|---|---|
| Quad-Cities Investment Group, LLC | 13,041 | $757.1K | 0.37% | +35+0.3% | Added |
| Avantax Advisory Services, Inc. | 12,912 | $749.7K | 0.00% | +812+6.7% | Added |
| Bokf, NA | 12,293 | $713.7K | 0.01% | +3,300+36.7% | Added |
| Journey Strategic Wealth LLC | 12,289 | $713.5K | 0.02% | −222−1.8% | Reduced |
| Hilltop Holdings Inc. | 12,166 | $706.4K | 0.04% | +274+2.3% | Added |
| CAPROCK Group, Inc. | 12,152 | $705.5K | 0.02% | +1,088+9.8% | Added |
| Hudson Valley Investment Advisors Inc | 12,030 | $698.5K | 0.08% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 11,798 | $685.0K | 0.00% | −2,801−19.2% | Reduced |
| M.E. Allison & Co., Inc. | 11,745 | $681.9K | 0.67% | +1,200+11.4% | Added |
| Baldwin Brothers Inc | 11,360 | $659.6K | 0.05% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 11,252 | $653.3K | 0.06% | +208+1.9% | Added |
| Brown Advisory Inc | 10,973 | $637.1K | 0.00% | 00.0% | Unchanged |
| XML Financial, LLC | 10,945 | $635.4K | 0.06% | +97+0.9% | Added |
| Wedbush Securities Inc | 10,451 | $607.0K | 0.02% | −1,223−10.5% | Reduced |
| We Are One Seven, LLC | 10,355 | $601.2K | 0.02% | −15,862−60.5% | Reduced |
| National Asset Management, Inc. | 10,258 | $595.6K | 0.02% | −279−2.6% | Reduced |
| IHT Wealth Management, LLC | 10,090 | $585.8K | 0.02% | +15+0.1% | Added |
| Wealthcare Advisory Partners LLC | 10,007 | $581.0K | 0.02% | −248−2.4% | Reduced |
| Baker Avenue Asset Management, LP | 10,000 | $580.6K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 9,935 | $576.8K | 0.00% | +9,935 | New |
| Uhlmann Price Securities, LLC | 9,788 | $568.3K | 0.42% | +40.0% | Added |
| Tradition Wealth Management, LLC | 9,784 | $568.1K | 0.05% | +53+0.5% | Added |
| Custom Index Systems, LLC | 9,756 | $566.4K | 0.29% | −374−3.7% | Reduced |
| Stratos Wealth Partners, LTD. | 9,640 | $559.7K | 0.01% | +668+7.4% | Added |
| Kingsview Wealth Management, LLC | 9,529 | $553.3K | 0.01% | +65+0.7% | Added |
| Kayne Anderson Capital Advisors LP | 9,431 | $547.6K | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 9,267 | $538.0K | 0.02% | +9,267 | New |
| PSI Advisors, LLC | 9,210 | $534.7K | 0.17% | +9+0.1% | Added |
| Keybank National Association | 9,000 | $522.5K | 0.00% | 00.0% | Unchanged |
| Davidson Trust Co | 9,000 | $522.5K | 0.25% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 9,094 | $518.0K | 0.12% | +9,094 | New |
| EP Wealth Advisors, LLC | 8,590 | $498.7K | 0.00% | +186+2.2% | Added |
| Cohen Capital Management, Inc. | 8,210 | $476.7K | 0.08% | 00.0% | Unchanged |
| Independent Advisor Alliance | 8,148 | $473.1K | 0.02% | +646+8.6% | Added |
| Oxbow Advisors, LLC | 8,000 | $464.5K | 0.05% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 7,987 | $463.7K | 0.03% | −20−0.2% | Reduced |
| Ethos Financial Group, LLC | 7,777 | $451.5K | 0.04% | +7,777 | New |
| Benjamin Edwards Inc | 7,741 | $449.5K | 0.01% | +10.0% | Added |
| Stephens Inc | 7,616 | $442.2K | 0.01% | +7,616 | New |
| Financial Counselors Inc | 7,595 | $441.0K | 0.01% | −1,761−18.8% | Reduced |
| United Advisor Group, LLC | 7,479 | $434.2K | 0.09% | +351+4.9% | Added |
| Oppenheimer & Co Inc | 7,365 | $427.6K | 0.01% | +500+7.3% | Added |
| Capital Advisors Inc | 7,224 | $419.4K | 0.01% | −968−11.8% | Reduced |
| WealthPLAN Partners, LLC | 7,204 | $418.3K | 0.06% | −353−4.7% | Reduced |
| Arkadios Wealth Advisors | 7,104 | $412.5K | 0.02% | −1,572−18.1% | Reduced |
| Green Square Capital Advisors LLC | 7,038 | $408.6K | 0.06% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 7,000 | $406.4K | 0.30% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 6,930 | $402.4K | 0.03% | −508−6.8% | Reduced |
| Oppenheimer Asset Management Inc. | 6,884 | $399.7K | 0.00% | +2,353+51.9% | Added |
| Avidian Wealth Solutions, LLC | 6,864 | $398.5K | 0.02% | +24+0.4% | Added |
| PFG Investments, LLC | 6,658 | $386.6K | 0.02% | +13+0.2% | Added |
| Strategic Advocates LLC | 6,636 | $385.3K | 0.13% | −774−10.4% | Reduced |
| Counterpoint Mutual Funds LLC | 6,386 | $370.8K | 0.05% | +447+7.5% | Added |
| King Luther Capital Management Corp | 6,143 | $356.7K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 6,116 | $355.1K | 0.20% | 00.0% | Unchanged |
| Jane Street Group, LLC | 6,057 | $351.7K | 0.00% | −14,761−70.9% | Reduced |
| Barr E S & Co | 5,750 | $333.8K | 0.02% | −750−11.5% | Reduced |
| Inscription Capital, LLC | 5,475 | $330.1K | 0.06% | +5,475 | New |
| Basso Capital Management, L.P. | 5,680 | $329.8K | 0.28% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 5,641 | $327.5K | 0.00% | −230−3.9% | Reduced |
| MAI Capital Management | 5,584 | $324.2K | 0.00% | +157+2.9% | Added |
| L.M. Kohn & Company | 5,400 | $313.5K | 0.08% | −1,000−15.6% | Reduced |
| Jump Financial, LLC | 5,380 | $312.4K | 0.00% | +5,380 | New |
| Wealth Enhancement Advisory Services, LLC | 5,262 | $305.5K | 0.00% | +279+5.6% | Added |
| Toroso Investments, LLC | 5,161 | $299.6K | 0.00% | −1,987−27.8% | Reduced |
| Snowden Capital Advisors LLC | 5,133 | $298.0K | 0.01% | +5,133 | New |
| Sittner & Nelson, LLC | 5,000 | $290.3K | 0.12% | +5,000 | New |
| Patriot Financial Group Insurance Agency, LLC | 4,995 | $290.0K | 0.04% | −337−6.3% | Reduced |
| Garrett Wealth Advisory Group, LLC | 4,933 | $286.4K | 0.06% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 4,927 | $286.1K | 0.00% | 00.0% | Unchanged |
| Willis Investment Counsel | 4,883 | $283.5K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,766 | $282.2K | 0.00% | +1,744+57.7% | Added |
| Pensionmark Financial Group, LLC | 4,800 | $278.7K | 0.01% | +4,800 | New |
| Ameritas Advisory Services, LLC | 4,994 | $276.1K | 0.01% | +54+1.1% | Added |
| Crumly & Associates Inc. | 4,711 | $273.5K | 0.08% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 4,621 | $272.3K | 0.01% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 5,205 | $270.9K | 0.01% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 4,640 | $269.4K | 0.02% | +14+0.3% | Added |
| Citizens Financial Group Inc | 4,639 | $269.4K | 0.01% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 4,534 | $268.1K | 0.02% | −1,000−18.1% | Reduced |
| Centennial Wealth Advisory LLC | 4,590 | $266.5K | 0.10% | +68+1.5% | Added |
| D.A. Davidson & Co. | 4,531 | $263.1K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 4,440 | $262.9K | 0.00% | +4,440 | New |
| TownSquare Capital, LLC | 4,512 | $262.0K | 0.00% | +616+15.8% | Added |
| Northern Trust Corp | 4,504 | $261.5K | 0.00% | +144+3.3% | Added |
| Whitener Capital Management, Inc. | 4,500 | $261.3K | 0.07% | +4+0.1% | Added |
| Atria Wealth Solutions, Inc. | 4,462 | $259.1K | 0.00% | −515−10.3% | Reduced |
| Liberty Capital Management, Inc. | 4,384 | $254.5K | 0.06% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 4,380 | $254.3K | 0.17% | +4,380 | New |
| Sheaff Brock Investment Advisors, LLC | 4,376 | $254.1K | 0.02% | +4,376 | New |
| CWA Asset Management Group, LLC | 4,334 | $251.6K | 0.01% | +118+2.8% | Added |
| Bank of New York Mellon Corp | 4,278 | $248.4K | 0.00% | +4,278 | New |
| Independent Financial Group, LLC | 4,156 | $241.3K | 0.01% | +4,156 | New |
| Lido Advisors, LLC | 4,153 | $241.1K | 0.00% | +4,153 | New |
| Concurrent Investment Advisors, LLC | 4,122 | $239.3K | 0.01% | +4,122 | New |
| Truist Financial Corp | 4,120 | $239.2K | 0.00% | −972−19.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,112 | $238.7K | 0.06% | −144−3.4% | Reduced |
| Cresset Asset Management, LLC | 4,109 | $238.6K | 0.00% | −6,988−63.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 4,040 | $234.6K | 0.06% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 3,800 | $220.6K | 0.02% | +3,800 | New |