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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.

Q2 2025 vs. Q1 2025

How the institutions holding Sunoco LP changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of SUN: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders2935282−6
Shares61.7M71.6K63.7M+2.08M (+3.4%)
Value$3.57B$4.15M$3.41B−$153.6M (−4.3%)

5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (28)

Institutions that held Sunoco LP at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to SUN in Q2 2025
InstitutionSharesValue% of portfolio
Hennessy Advisors Inc166,800$8.94M0.30%
Sovereign Investment Advisors, LLC43,522$2.33M0.64%
Glenmede Investment Management, LP38,800$2.08M0.01%
CI Private Wealth, LLC13,124$703.3K0.00%
Virtu Financial LLC12,752$683.0K0.03%
Cypress Capital Group8,620$461.9K0.06%
Midwest Trust Co7,595$407.0K0.01%
Wolverine Trading, LLC5,988$325.2K0.01%
Two Sigma Securities, LLC5,684$304.6K0.04%
Wealth Alliance5,561$298.0K0.03%
Clark Capital Management Group, Inc.5,500$294.7K0.00%
RMB Capital Management, LLC4,809$257.7K0.00%
Vivaldi Asset Management, LLC3,926$210.4K0.01%
Lee Financial Co3,819$204.7K0.03%
State of Wyoming2,080$111.5K0.01%
Talon Private Wealth, LLC2,050$109.9K0.02%
Rosenberg Matthew Hamilton1,835$98.3K0.02%
Chung Wu Investment Group, LLC1,800$96.5K0.10%
Global Retirement Partners, LLC1,633$87.5K0.00%
Cornerstone Planning Group LLC909$48.6K0.01%
Harbor Asset Planning, Inc.762$40.8K0.04%
Clarity Asset Management, Inc.400$21.4K0.01%
Larson Financial Group LLC300$16.1K0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.200$10.7K0.00%
Hilltop National Bank80$4.29K0.00%
SWAN Capital LLC74$3.97K0.00%
Total Investment Management Inc22$1.17K0.00%
Atlantic Union Bankshares Corp11$5880.00%

Sold out (34)

Institutions that held Sunoco LP at the end of Q1 2025 and filed for Q2 2025 without it.

Not filed for Q2 2025 yet (5)

Institutions that held Sunoco LP at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SUN in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Glenmede Trust Co NA46,000$2.67M
CAPROCK Group, Inc.12,152$705.5K
Delta Financial Group, Inc.9,094$518.0K
Sheaff Brock Investment Advisors, LLC4,376$254.1K
Sandy Spring Bank11$627