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 |
|---|---|---|---|---|---|
| Monticello Wealth Management, LLC | 4,674 | $250.5K | 0.02% | +34+0.7% | Added |
| Crumly & Associates Inc. | 4,711 | $252.5K | 0.06% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 4,809 | $257.7K | 0.00% | +4,809 | New |
| Patriot Financial Group Insurance Agency, LLC | 4,856 | $260.2K | 0.03% | −139−2.8% | Reduced |
| Willis Investment Counsel | 4,883 | $261.7K | 0.02% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 4,919 | $263.6K | 0.00% | +641+15.0% | Added |
| Bridges Investment Management Inc | 4,927 | $264.0K | 0.00% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 4,933 | $264.4K | 0.06% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 5,000 | $267.9K | 0.11% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5,187 | $278.0K | 0.01% | +193+3.9% | Added |
| Snowden Capital Advisors LLC | 5,233 | $280.5K | 0.01% | +100+1.9% | Added |
| Allworth Financial LP | 5,235 | $280.5K | 0.00% | +4,310+465.9% | Added |
| L.M. Kohn & Company | 5,400 | $289.4K | 0.08% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 5,500 | $294.7K | 0.00% | +5,500 | New |
| Wealth Alliance | 5,561 | $298.0K | 0.03% | +5,561 | New |
| HighPoint Advisor Group LLC | 5,584 | $299.2K | 0.02% | +1,050+23.2% | Added |
| MAI Capital Management | 5,587 | $299.4K | 0.00% | +3+0.1% | Added |
| PFG Investments, LLC | 5,671 | $303.9K | 0.02% | −987−14.8% | Reduced |
| Basso Capital Management, L.P. | 5,680 | $304.4K | 0.23% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 5,684 | $304.6K | 0.04% | +5,684 | New |
| Independent Financial Group, LLC | 5,705 | $305.7K | 0.01% | +1,549+37.3% | Added |
| Carnegie Capital Asset Management, LLC | 5,847 | $313.3K | 0.01% | +642+12.3% | Added |
| Strategic Advocates LLC | 5,977 | $320.3K | 0.10% | −659−9.9% | Reduced |
| Wolverine Trading, LLC | 5,988 | $325.2K | 0.01% | +5,988 | New |
| Jones Financial Companies LLLP | 5,991 | $325.4K | 0.00% | +1,225+25.7% | Added |
| Cary Street Partner Investment Advisory LLC | 6,116 | $327.8K | 0.16% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 6,143 | $329.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6,213 | $332.9K | 0.01% | +4,036+185.4% | Added |
| Avid Wealth Partners LLC | 6,398 | $342.8K | 0.20% | −9,436−59.6% | Reduced |
| Oppenheimer Asset Management Inc. | 6,479 | $347.2K | 0.00% | −405−5.9% | Reduced |
| We Are One Seven, LLC | 6,566 | $351.9K | 0.01% | −3,789−36.6% | Reduced |
| Stephens Inc | 6,569 | $352.0K | 0.00% | −1,047−13.7% | Reduced |
| Avidian Wealth Solutions, LLC | 6,785 | $363.6K | 0.01% | −79−1.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,883 | $368.8K | 0.02% | −47−0.7% | Reduced |
| Mercer Global Advisors Inc | 6,901 | $369.8K | 0.00% | +1,260+22.3% | Added |
| Security National Bank of Sioux City Iowa | 7,000 | $375.1K | 0.26% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 7,038 | $377.2K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 7,088 | $379.9K | 0.00% | +4,915+226.2% | Added |
| WealthPLAN Partners, LLC | 7,214 | $386.6K | 0.06% | +10+0.1% | Added |
| Capital Advisors Inc | 7,258 | $389.0K | 0.01% | +34+0.5% | Added |
| Oppenheimer & Co Inc | 7,365 | $394.7K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 7,399 | $396.5K | 0.01% | +295+4.2% | Added |
| Midwest Trust Co | 7,595 | $407.0K | 0.01% | +7,595 | New |
| Benjamin Edwards Inc | 7,741 | $414.9K | 0.01% | 00.0% | Unchanged |
| United Advisor Group, LLC | 8,093 | $433.7K | 0.07% | +614+8.2% | Added |
| Good Life Advisors, LLC | 8,151 | $436.8K | 0.03% | +164+2.1% | Added |
| Cohen Capital Management, Inc. | 8,210 | $440.0K | 0.07% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 8,420 | $451.2K | 0.00% | −1,515−15.2% | Reduced |
| Cypress Capital Group | 8,620 | $461.9K | 0.06% | +8,620 | New |
| Uhlmann Price Securities, LLC | 8,786 | $470.9K | 0.34% | −1,002−10.2% | Reduced |
| EP Wealth Advisors, LLC | 8,886 | $476.2K | 0.00% | +296+3.4% | Added |
| Davidson Trust Co | 9,000 | $482.3K | 0.22% | 00.0% | Unchanged |
| PSI Advisors, LLC | 9,220 | $494.1K | 0.24% | +10+0.1% | Added |
| XML Financial, LLC | 9,221 | $494.1K | 0.04% | −1,724−15.8% | Reduced |
| Independent Advisor Alliance | 9,254 | $495.9K | 0.01% | +1,106+13.6% | Added |
| National Asset Management, Inc. | 9,387 | $503.0K | 0.02% | −871−8.5% | Reduced |
| Wedbush Securities Inc | 9,483 | $508.0K | 0.02% | −968−9.3% | Reduced |
| Stratos Wealth Partners, LTD. | 9,559 | $512.3K | 0.01% | −81−0.8% | Reduced |
| Kingsview Wealth Management, LLC | 9,584 | $513.6K | 0.01% | +55+0.6% | Added |
| Tradition Wealth Management, LLC | 9,840 | $527.3K | 0.04% | +56+0.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 9,996 | $535.7K | 0.02% | +729+7.9% | Added |
| Baker Avenue Asset Management, LP | 10,000 | $535.9K | 0.02% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,063 | $539.3K | 0.01% | +56+0.6% | Added |
| IHT Wealth Management, LLC | 10,302 | $552.1K | 0.02% | +212+2.1% | Added |
| Journey Strategic Wealth LLC | 10,458 | $560.4K | 0.02% | −1,831−14.9% | Reduced |
| Oxbow Advisors, LLC | 10,595 | $567.8K | 0.06% | +2,595+32.4% | Added |
| International Assets Investment Management, LLC | 11,061 | $592.7K | 0.05% | −191−1.7% | Reduced |
| Baldwin Brothers Inc | 11,360 | $608.8K | 0.04% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 11,418 | $611.9K | 0.29% | +1,662+17.0% | Added |
| M.E. Allison & Co., Inc. | 11,745 | $629.4K | 0.51% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 11,798 | $632.3K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 11,937 | $639.7K | 0.04% | −229−1.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 12,030 | $644.7K | 0.07% | 00.0% | Unchanged |
| Brown Advisory Inc | 12,174 | $652.4K | 0.00% | +1,201+10.9% | Added |
| Bokf, NA | 12,293 | $658.8K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 12,721 | $681.7K | 0.00% | −191−1.5% | Reduced |
| Virtu Financial LLC | 12,752 | $683.0K | 0.03% | +12,752 | New |
| M&T Bank Corp | 13,106 | $702.4K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 13,124 | $703.3K | 0.00% | +13,124 | New |
| Spirit of America Management Corp | 13,500 | $723.5K | 0.15% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 13,577 | $727.6K | 0.33% | +536+4.1% | Added |
| IFG Advisory, LLC | 13,755 | $737.1K | 0.04% | 00.0% | Unchanged |
| MML Investors Services, LLC | 13,988 | $750.0K | 0.00% | −1,468−9.5% | Reduced |
| Linscomb & Williams, Inc. | 14,740 | $789.9K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 14,976 | $802.6K | 0.00% | +1,739+13.1% | Added |
| Natixis | 15,100 | $809.2K | 0.00% | −20,060−57.1% | Reduced |
| Moors & Cabot, Inc. | 15,424 | $826.6K | 0.04% | 00.0% | Unchanged |
| McDonald Partners LLC | 15,506 | $831.0K | 0.20% | +40.0% | Added |
| Cresset Asset Management, LLC | 15,840 | $848.8K | 0.00% | +11,731+285.5% | Added |
| Cary Street Partners Financial LLC | 16,119 | $863.8K | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 16,266 | $871.7K | 0.00% | −356−2.1% | Reduced |
| Sigma Planning Corp | 16,306 | $873.8K | 0.03% | −1,995−10.9% | Reduced |
| BlackRock, Inc. | 16,924 | $907.0K | 0.00% | −27,554−61.9% | Reduced |
| Janney Montgomery Scott LLC | 17,086 | $916.0K | 0.00% | +2,639+18.3% | Added |
| The PNC Financial Services Group, Inc. | 17,755 | $951.5K | 0.00% | +131+0.7% | Added |
| US Bancorp | 18,984 | $1.02M | 0.00% | −2,635−12.2% | Reduced |
| Focus Financial Network, Inc. | 19,200 | $1.03M | 0.04% | +1,847+10.6% | Added |
| American Financial Group Inc | 19,500 | $1.05M | 0.39% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 19,522 | $1.05M | 0.01% | −96−0.5% | Reduced |
| Private Advisor Group, LLC | 21,154 | $1.13M | 0.01% | −15,397−42.1% | Reduced |