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 |
|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 11 | $588 | 0.00% | +11 | New |
| Total Investment Management Inc | 22 | $1.17K | 0.00% | +22 | New |
| Rudius Management LP | 33 | $1.77K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 33 | $1.77K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 40 | $2.14K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 57 | $3.06K | 0.00% | −225−79.8% | Reduced |
| SWAN Capital LLC | 74 | $3.97K | 0.00% | +74 | New |
| CVA Family Office, LLC | 79 | $4.23K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 80 | $4.29K | 0.00% | −3,000−97.4% | Reduced |
| Hilltop National Bank | 80 | $4.29K | 0.00% | +80 | New |
| Umb Bank N A | 90 | $4.82K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 93 | $4.98K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 98 | $5.25K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $5.36K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 103 | $5.52K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 143 | $7.66K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 146 | $7.82K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 148 | $7.93K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 173 | $9.26K | 0.00% | +3+1.8% | Added |
| Wolff Wiese Magana LLC | 176 | $9.43K | 0.01% | +109+162.7% | Added |
| Coastline Trust Co | 180 | $9.65K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 181 | $9.70K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 190 | $10.2K | 0.00% | +90+90.0% | Added |
| Rossby Financial, LCC | 200 | $10.7K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 200 | $10.7K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $10.7K | 0.00% | +200 | New |
| Armstrong Advisory Group, Inc | 211 | $11.3K | 0.00% | +6+2.9% | Added |
| Sunbelt Securities, Inc. | 231 | $11.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 227 | $12.2K | 0.00% | −809−78.1% | Reduced |
| Geneos Wealth Management Inc. | 233 | $12.5K | 0.00% | +4+1.7% | Added |
| Farmers & Merchants Investments Inc | 257 | $13.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 261 | $14.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 266 | $14.0K | 0.00% | +166+166.0% | Added |
| Larson Financial Group LLC | 300 | $16.1K | 0.00% | +300 | New |
| Bartlett & Co. Wealth Management LLC | 330 | $17.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 331 | $17.7K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 376 | $20.1K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 380 | $20.4K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 392 | $21.0K | 0.00% | +14+3.7% | Added |
| Clarity Asset Management, Inc. | 400 | $21.4K | 0.01% | +400 | New |
| Private Wealth Asset Management, LLC | 406 | $21.8K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 500 | $26.8K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $26.8K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 500 | $26.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 530 | $28.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 560 | $30.0K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 574 | $30.8K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 577 | $30.9K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 602 | $32.3K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 650 | $34.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 671 | $36.0K | 0.00% | +9+1.4% | Added |
| GPS Wealth Strategies Group, LLC | 685 | $36.7K | 0.00% | −559−44.9% | Reduced |
| Russell Investments Group, Ltd. | 746 | $40.0K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 762 | $40.8K | 0.04% | +762 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 800 | $42.9K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 909 | $48.6K | 0.01% | +909 | New |
| Key Financial Inc | 973 | $52.1K | 0.01% | +16+1.7% | Added |
| Independence Bank of Kentucky | 1,022 | $54.8K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,058 | $56.7K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,078 | $57.4K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,200 | $64.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,200 | $64.3K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,327 | $71.1K | 0.00% | +823+163.3% | Added |
| Bessemer Group Inc | 1,360 | $72.0K | 0.00% | +400+41.7% | Added |
| Front Row Advisors LLC | 1,350 | $72.3K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,379 | $73.9K | 0.01% | +675+95.9% | Added |
| Global Retirement Partners, LLC | 1,633 | $87.5K | 0.00% | +1,633 | New |
| Resources Management Corp | 1,780 | $95.0K | 0.01% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 1,800 | $96.5K | 0.10% | +1,800 | New |
| Rosenberg Matthew Hamilton | 1,835 | $98.3K | 0.02% | +1,835 | New |
| EverSource Wealth Advisors, LLC | 1,884 | $101.0K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,909 | $102.3K | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,955 | $104.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $107.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,014 | $108.0K | 0.00% | −851−29.7% | Reduced |
| Talon Private Wealth, LLC | 2,050 | $109.9K | 0.02% | +2,050 | New |
| State of Wyoming | 2,080 | $111.5K | 0.01% | +2,080 | New |
| Icon Wealth Advisors, LLC | 2,443 | $130.9K | 0.01% | +394+19.2% | Added |
| Salem Investment Counselors Inc | 2,666 | $142.9K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,000 | $160.8K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3,436 | $184.1K | 0.02% | +7+0.2% | Added |
| Clearstead Advisors, LLC | 3,736 | $200.2K | 0.00% | +869+30.3% | Added |
| Inscription Capital, LLC | 3,740 | $200.4K | 0.03% | −1,735−31.7% | Reduced |
| Kanawha Capital Management LLC | 3,800 | $203.6K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 3,819 | $204.7K | 0.03% | +3,819 | New |
| Vivaldi Asset Management, LLC | 3,926 | $210.4K | 0.01% | +3,926 | New |
| Quadrant Private Wealth Management, LLC | 4,040 | $216.5K | 0.04% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 4,087 | $219.0K | 0.01% | −247−5.7% | Reduced |
| Ethos Financial Group, LLC | 4,142 | $222.0K | 0.02% | −3,635−46.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,243 | $227.4K | 0.04% | +131+3.2% | Added |
| Northern Trust Corp | 4,278 | $229.3K | 0.00% | −226−5.0% | Reduced |
| Virtus ETF Advisers LLC | 4,380 | $234.7K | 0.14% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 4,384 | $234.9K | 0.05% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,414 | $236.5K | 0.00% | −966−18.0% | Reduced |
| Pensionmark Financial Group, LLC | 4,500 | $241.2K | 0.01% | −300−6.3% | Reduced |
| Whitener Capital Management, Inc. | 4,510 | $241.7K | 0.06% | +10+0.2% | Added |
| Mutual Advisors, LLC | 4,622 | $247.3K | 0.01% | +10.0% | Added |
| D.A. Davidson & Co. | 4,631 | $248.2K | 0.00% | +100+2.2% | Added |
| Citizens Financial Group Inc | 4,639 | $248.6K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 4,665 | $250.0K | 0.00% | +225+5.1% | Added |