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, Q2 2025
Institutional positions in Sunoco LP as of Jun 30, 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
- 282
- −6 vs. Q1 2025
- Shares held
- 63.7M
- +2.08M (+3.4%) vs. Q1 2025
- Total value
- $3.41B
- −$153.6M (−4.3%) vs. Q1 2025
- New holders
- 28
- 101 more added
- Sold out
- 34
- 64 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alps Advisors Inc | 23,489,829 | $1.26B | 7.26% | +357,204+1.5% | Added |
| Invesco Ltd. | 9,080,481 | $486.6M | 0.08% | −85,236−0.9% | Reduced |
| Goldman Sachs Group Inc | 6,504,694 | $348.6M | 0.06% | −18,660−0.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,805,106 | $150.3M | 0.29% | −173,103−5.8% | Reduced |
| Energy Income Partners, LLC | 1,883,992 | $101.0M | 1.98% | +73,696+4.1% | Added |
| Blackstone Group Inc. | 1,796,281 | $96.3M | 0.43% | +41,698+2.4% | Added |
| Cooperman Leon G | 1,470,000 | $78.8M | 2.77% | +1,185,000+415.8% | Added |
| Tortoise Capital Advisors, L.L.C. | 1,404,738 | $75.3M | 0.98% | +191,122+15.7% | Added |
| UBS Group AG | 1,151,153 | $61.7M | 0.01% | +126,117+12.3% | Added |
| Morgan Stanley | 1,110,476 | $59.5M | 0.00% | −53,217−4.6% | Reduced |
| Infrastructure Capital Advisors, LLC | 982,653 | $52.7M | 6.35% | +686,211+231.5% | Added |
| Recurrent Investment Advisors LLC | 933,586 | $50.0M | 4.05% | +724+0.1% | Added |
| JPMorgan Chase & Co | 771,976 | $41.4M | 0.00% | −921,267−54.4% | Reduced |
| Miller Howard Investments Inc | 691,096 | $37.0M | 1.17% | +3,852+0.6% | Added |
| Neuberger Berman Group LLC | 670,269 | $35.9M | 0.03% | +25,757+4.0% | Added |
| Clearbridge Investments, LLC | 662,929 | $35.5M | 0.03% | −22,500−3.3% | Reduced |
| Fractal Investments LLC | 616,542 | $33.0M | 4.71% | +63,774+11.5% | Added |
| Bowen Hanes & Co Inc | 600,000 | $32.2M | 0.81% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 571,547 | $30.6M | 4.31% | +2,274+0.4% | Added |
| Barclays PLC | 444,238 | $23.8M | 0.01% | +442,987+35,410.6% | Added |
| Raymond James Financial Inc | 365,953 | $19.6M | 0.01% | +18,990+5.5% | Added |
| Citigroup Inc | 247,417 | $13.3M | 0.01% | +202,305+448.5% | Added |
| Walnut Private Equity Partners, LLC | 242,100 | $13.0M | 7.58% | +325+0.1% | Added |
| TCG Advisory Services, LLC | 206,606 | $11.1M | 0.39% | −236−0.1% | Reduced |
| LPL Financial LLC | 190,659 | $10.2M | 0.00% | +5,734+3.1% | Added |
| ING Groep NV | 183,100 | $9.81M | 0.06% | −92,900−33.7% | Reduced |
| Bank of America Corp | 166,822 | $8.94M | 0.00% | +7,849+4.9% | Added |
| Hennessy Advisors Inc | 166,800 | $8.94M | 0.30% | +166,800 | New |
| Wells Fargo & Company | 161,332 | $8.65M | 0.00% | −28,330−14.9% | Reduced |
| Royal Bank of Canada | 158,961 | $8.52M | 0.00% | −167−0.1% | Reduced |
| Kercheville Advisors, LLC | 154,080 | $8.26M | 2.85% | +20.0% | Added |
| Allianz Asset Management GmbH | 146,300 | $7.84M | 0.01% | −158,200−52.0% | Reduced |
| Chickasaw Capital Management LLC | 144,429 | $7.74M | 0.31% | +6,429+4.7% | Added |
| Sanctuary Advisors, LLC | 128,786 | $6.90M | 0.04% | +19,738+18.1% | Added |
| CIBC Private Wealth Group, LLC | 126,245 | $6.77M | 0.01% | +1,056+0.8% | Added |
| Exchange Traded Concepts, LLC | 114,820 | $6.15M | 0.08% | −3,613−3.1% | Reduced |
| Duff & Phelps Investment Management Co | 113,263 | $6.07M | 0.07% | +93,394+470.0% | Added |
| Summit Financial, LLC | 93,181 | $4.99M | 0.11% | +10.0% | Added |
| Texas Yale Capital Corp. | 90,666 | $4.86M | 0.16% | +9,190+11.3% | Added |
| Warren Averett Asset Management, LLC | 77,701 | $4.16M | 0.05% | +3,123+4.2% | Added |
| NBW Capital LLC | 76,009 | $4.07M | 0.88% | +1,431+1.9% | Added |
| HRT Financial LP | 75,133 | $4.03M | 0.02% | +30,877+69.8% | Added |
| Waldron Private Wealth LLC | 71,000 | $3.80M | 0.17% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 64,881 | $3.48M | 0.07% | −5,377−7.7% | Reduced |
| Kestra Advisory Services, LLC | 63,302 | $3.39M | 0.02% | −1,834−2.8% | Reduced |
| Advisor Group Holdings, Inc. | 56,245 | $3.01M | 0.01% | −4,996−8.2% | Reduced |
| Susquehanna International Group, LLP | 51,467 | $2.76M | 0.00% | +37,128+258.9% | Added |
| Advisors Asset Management, Inc. | 50,528 | $2.71M | 0.05% | +1,005+2.0% | Added |
| Whittier Trust Co of Nevada Inc | 50,351 | $2.70M | 0.06% | −21,823−30.2% | Reduced |
| Mariner, LLC | 49,524 | $2.65M | 0.00% | +13,412+37.1% | Added |
| Jane Street Group, LLC | 46,783 | $2.51M | 0.00% | +40,726+672.4% | Added |
| First Trust Advisors LP | 45,761 | $2.45M | 0.00% | −34,136−42.7% | Reduced |
| Sovereign Investment Advisors, LLC | 43,522 | $2.33M | 0.64% | +43,522 | New |
| Crescent Grove Advisors, LLC | 43,419 | $2.33M | 0.23% | +17,614+68.3% | Added |
| Barnett & Company, Inc. | 42,333 | $2.27M | 1.78% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 41,101 | $2.26M | 0.00% | +35,839+681.1% | Added |
| Captrust Financial Advisors | 41,789 | $2.24M | 0.00% | −449−1.1% | Reduced |
| Pinnacle Holdings, LLC | 41,450 | $2.22M | 0.80% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 38,800 | $2.08M | 0.01% | +38,800 | New |
| Ameriprise Financial Inc | 37,488 | $2.00M | 0.00% | +2,810+8.1% | Added |
| Creative Planning | 36,641 | $1.96M | 0.00% | +40+0.1% | Added |
| Park Circle Co | 36,350 | $1.95M | 1.67% | 00.0% | Unchanged |
| Cetera Investment Advisers | 35,902 | $1.92M | 0.00% | +2,416+7.2% | Added |
| Susquehanna Fundamental Investments, LLC | 35,402 | $1.90M | 0.05% | −64,286−64.5% | Reduced |
| Ellsworth Advisors, LLC | 34,565 | $1.85M | 0.45% | +3,223+10.3% | Added |
| Commonwealth Equity Services, LLC | 33,750 | $1.81M | 0.00% | +1,916+6.0% | Added |
| Van Eck Associates Corp | 33,757 | $1.81M | 0.00% | +4,256+14.4% | Added |
| Finer Wealth Management, Inc. | 32,942 | $1.77M | 0.94% | +859+2.7% | Added |
| Stifel Financial Corp | 32,159 | $1.72M | 0.00% | −62,825−66.1% | Reduced |
| Envestnet Asset Management Inc | 31,266 | $1.68M | 0.00% | −1,337−4.1% | Reduced |
| Westwood Holdings Group Inc. | 29,030 | $1.56M | 0.01% | +3,434+13.4% | Added |
| Empirical Asset Management, LLC | 28,505 | $1.53M | 0.47% | 00.0% | Unchanged |
| Castleark Management LLC | 27,840 | $1.49M | 0.04% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 27,349 | $1.47M | 0.03% | −11,713−30.0% | Reduced |
| Zurich Insurance Group Ltd | 27,200 | $1.46M | 0.01% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 26,185 | $1.40M | 0.74% | +95+0.4% | Added |
| Cascade Investment Group, Inc. | 24,875 | $1.33M | 0.93% | −600−2.4% | Reduced |
| HighTower Advisors, LLC | 24,587 | $1.32M | 0.00% | −1,132−4.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,423 | $1.31M | 0.00% | −809−3.2% | Reduced |
| FMR LLC | 24,189 | $1.30M | 0.00% | +2,930+13.8% | Added |
| Gilman Hill Asset Management, LLC | 23,009 | $1.23M | 0.20% | +4,335+23.2% | Added |
| Dividend Assets Capital, LLC | 21,978 | $1.18M | 0.21% | −3,400−13.4% | Reduced |
| Private Advisor Group, LLC | 21,154 | $1.13M | 0.01% | −15,397−42.1% | Reduced |
| Congress Wealth Management LLC | 19,522 | $1.05M | 0.01% | −96−0.5% | Reduced |
| American Financial Group Inc | 19,500 | $1.05M | 0.39% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 19,200 | $1.03M | 0.04% | +1,847+10.6% | Added |
| US Bancorp | 18,984 | $1.02M | 0.00% | −2,635−12.2% | Reduced |
| The PNC Financial Services Group, Inc. | 17,755 | $951.5K | 0.00% | +131+0.7% | Added |
| Janney Montgomery Scott LLC | 17,086 | $916.0K | 0.00% | +2,639+18.3% | Added |
| BlackRock, Inc. | 16,924 | $907.0K | 0.00% | −27,554−61.9% | Reduced |
| Sigma Planning Corp | 16,306 | $873.8K | 0.03% | −1,995−10.9% | Reduced |
| Baird Financial Group, Inc. | 16,266 | $871.7K | 0.00% | −356−2.1% | Reduced |
| Cary Street Partners Financial LLC | 16,119 | $863.8K | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 15,840 | $848.8K | 0.00% | +11,731+285.5% | Added |
| McDonald Partners LLC | 15,506 | $831.0K | 0.20% | +40.0% | Added |
| Moors & Cabot, Inc. | 15,424 | $826.6K | 0.04% | 00.0% | Unchanged |
| Natixis | 15,100 | $809.2K | 0.00% | −20,060−57.1% | Reduced |
| Rockefeller Capital Management L.P. | 14,976 | $802.6K | 0.00% | +1,739+13.1% | Added |
| Linscomb & Williams, Inc. | 14,740 | $789.9K | 0.04% | 00.0% | Unchanged |
| MML Investors Services, LLC | 13,988 | $750.0K | 0.00% | −1,468−9.5% | Reduced |