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 |
|---|---|---|---|---|---|
| Dividend Assets Capital, LLC | 21,978 | $1.18M | 0.21% | −3,400−13.4% | Reduced |
| Gilman Hill Asset Management, LLC | 23,009 | $1.23M | 0.20% | +4,335+23.2% | Added |
| FMR LLC | 24,189 | $1.30M | 0.00% | +2,930+13.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,423 | $1.31M | 0.00% | −809−3.2% | Reduced |
| HighTower Advisors, LLC | 24,587 | $1.32M | 0.00% | −1,132−4.4% | Reduced |
| Cascade Investment Group, Inc. | 24,875 | $1.33M | 0.93% | −600−2.4% | Reduced |
| ELCO Management Co., LLC | 26,185 | $1.40M | 0.74% | +95+0.4% | Added |
| Zurich Insurance Group Ltd | 27,200 | $1.46M | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 27,349 | $1.47M | 0.03% | −11,713−30.0% | Reduced |
| Castleark Management LLC | 27,840 | $1.49M | 0.04% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 28,505 | $1.53M | 0.47% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 29,030 | $1.56M | 0.01% | +3,434+13.4% | Added |
| Envestnet Asset Management Inc | 31,266 | $1.68M | 0.00% | −1,337−4.1% | Reduced |
| Stifel Financial Corp | 32,159 | $1.72M | 0.00% | −62,825−66.1% | Reduced |
| Finer Wealth Management, Inc. | 32,942 | $1.77M | 0.94% | +859+2.7% | 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 |
| Ellsworth Advisors, LLC | 34,565 | $1.85M | 0.45% | +3,223+10.3% | Added |
| Susquehanna Fundamental Investments, LLC | 35,402 | $1.90M | 0.05% | −64,286−64.5% | Reduced |
| Cetera Investment Advisers | 35,902 | $1.92M | 0.00% | +2,416+7.2% | Added |
| Park Circle Co | 36,350 | $1.95M | 1.67% | 00.0% | Unchanged |
| Creative Planning | 36,641 | $1.96M | 0.00% | +40+0.1% | Added |
| Ameriprise Financial Inc | 37,488 | $2.00M | 0.00% | +2,810+8.1% | Added |
| Glenmede Investment Management, LP | 38,800 | $2.08M | 0.01% | +38,800 | New |
| Pinnacle Holdings, LLC | 41,450 | $2.22M | 0.80% | 00.0% | Unchanged |
| Captrust Financial Advisors | 41,789 | $2.24M | 0.00% | −449−1.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 41,101 | $2.26M | 0.00% | +35,839+681.1% | Added |
| Barnett & Company, Inc. | 42,333 | $2.27M | 1.78% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 43,419 | $2.33M | 0.23% | +17,614+68.3% | Added |
| Sovereign Investment Advisors, LLC | 43,522 | $2.33M | 0.64% | +43,522 | New |
| First Trust Advisors LP | 45,761 | $2.45M | 0.00% | −34,136−42.7% | Reduced |
| Jane Street Group, LLC | 46,783 | $2.51M | 0.00% | +40,726+672.4% | Added |
| Mariner, LLC | 49,524 | $2.65M | 0.00% | +13,412+37.1% | Added |
| Whittier Trust Co of Nevada Inc | 50,351 | $2.70M | 0.06% | −21,823−30.2% | Reduced |
| Advisors Asset Management, Inc. | 50,528 | $2.71M | 0.05% | +1,005+2.0% | Added |
| Susquehanna International Group, LLP | 51,467 | $2.76M | 0.00% | +37,128+258.9% | Added |
| Advisor Group Holdings, Inc. | 56,245 | $3.01M | 0.01% | −4,996−8.2% | Reduced |
| Kestra Advisory Services, LLC | 63,302 | $3.39M | 0.02% | −1,834−2.8% | Reduced |
| J.W. Cole Advisors, Inc. | 64,881 | $3.48M | 0.07% | −5,377−7.7% | Reduced |
| Waldron Private Wealth LLC | 71,000 | $3.80M | 0.17% | 00.0% | Unchanged |
| HRT Financial LP | 75,133 | $4.03M | 0.02% | +30,877+69.8% | Added |
| NBW Capital LLC | 76,009 | $4.07M | 0.88% | +1,431+1.9% | Added |
| Warren Averett Asset Management, LLC | 77,701 | $4.16M | 0.05% | +3,123+4.2% | Added |
| Texas Yale Capital Corp. | 90,666 | $4.86M | 0.16% | +9,190+11.3% | Added |
| Summit Financial, LLC | 93,181 | $4.99M | 0.11% | +10.0% | Added |
| Duff & Phelps Investment Management Co | 113,263 | $6.07M | 0.07% | +93,394+470.0% | Added |
| Exchange Traded Concepts, LLC | 114,820 | $6.15M | 0.08% | −3,613−3.1% | Reduced |
| CIBC Private Wealth Group, LLC | 126,245 | $6.77M | 0.01% | +1,056+0.8% | Added |
| Sanctuary Advisors, LLC | 128,786 | $6.90M | 0.04% | +19,738+18.1% | Added |
| Chickasaw Capital Management LLC | 144,429 | $7.74M | 0.31% | +6,429+4.7% | Added |
| Allianz Asset Management GmbH | 146,300 | $7.84M | 0.01% | −158,200−52.0% | Reduced |
| Kercheville Advisors, LLC | 154,080 | $8.26M | 2.85% | +20.0% | Added |
| Royal Bank of Canada | 158,961 | $8.52M | 0.00% | −167−0.1% | Reduced |
| Wells Fargo & Company | 161,332 | $8.65M | 0.00% | −28,330−14.9% | Reduced |
| Hennessy Advisors Inc | 166,800 | $8.94M | 0.30% | +166,800 | New |
| Bank of America Corp | 166,822 | $8.94M | 0.00% | +7,849+4.9% | Added |
| ING Groep NV | 183,100 | $9.81M | 0.06% | −92,900−33.7% | Reduced |
| LPL Financial LLC | 190,659 | $10.2M | 0.00% | +5,734+3.1% | Added |
| TCG Advisory Services, LLC | 206,606 | $11.1M | 0.39% | −236−0.1% | Reduced |
| Walnut Private Equity Partners, LLC | 242,100 | $13.0M | 7.58% | +325+0.1% | Added |
| Citigroup Inc | 247,417 | $13.3M | 0.01% | +202,305+448.5% | Added |
| Raymond James Financial Inc | 365,953 | $19.6M | 0.01% | +18,990+5.5% | Added |
| Barclays PLC | 444,238 | $23.8M | 0.01% | +442,987+35,410.6% | Added |
| Adams Asset Advisors, LLC | 571,547 | $30.6M | 4.31% | +2,274+0.4% | Added |
| Bowen Hanes & Co Inc | 600,000 | $32.2M | 0.81% | 00.0% | Unchanged |
| Fractal Investments LLC | 616,542 | $33.0M | 4.71% | +63,774+11.5% | Added |
| Clearbridge Investments, LLC | 662,929 | $35.5M | 0.03% | −22,500−3.3% | Reduced |
| Neuberger Berman Group LLC | 670,269 | $35.9M | 0.03% | +25,757+4.0% | Added |
| Miller Howard Investments Inc | 691,096 | $37.0M | 1.17% | +3,852+0.6% | Added |
| JPMorgan Chase & Co | 771,976 | $41.4M | 0.00% | −921,267−54.4% | Reduced |
| Recurrent Investment Advisors LLC | 933,586 | $50.0M | 4.05% | +724+0.1% | Added |
| Infrastructure Capital Advisors, LLC | 982,653 | $52.7M | 6.35% | +686,211+231.5% | Added |
| Morgan Stanley | 1,110,476 | $59.5M | 0.00% | −53,217−4.6% | Reduced |
| UBS Group AG | 1,151,153 | $61.7M | 0.01% | +126,117+12.3% | Added |
| Tortoise Capital Advisors, L.L.C. | 1,404,738 | $75.3M | 0.98% | +191,122+15.7% | Added |
| Cooperman Leon G | 1,470,000 | $78.8M | 2.77% | +1,185,000+415.8% | Added |
| Blackstone Group Inc. | 1,796,281 | $96.3M | 0.43% | +41,698+2.4% | Added |
| Energy Income Partners, LLC | 1,883,992 | $101.0M | 1.98% | +73,696+4.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,805,106 | $150.3M | 0.29% | −173,103−5.8% | Reduced |
| Goldman Sachs Group Inc | 6,504,694 | $348.6M | 0.06% | −18,660−0.3% | Reduced |
| Invesco Ltd. | 9,080,481 | $486.6M | 0.08% | −85,236−0.9% | Reduced |
| Alps Advisors Inc | 23,489,829 | $1.26B | 7.26% | +357,204+1.5% | Added |
| Icon Advisers Inc | 0 | $0 | 0.00% | −56,000−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −30,840−100.0% | Sold out |
| Kayne Anderson Capital Advisors LP | 0 | $0 | 0.00% | −9,431−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −7,595−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −6,386−100.0% | Sold out |
| Barr E S & Co | 0 | $0 | 0.00% | −5,750−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −5,161−100.0% | Sold out |
| Centennial Wealth Advisory LLC | 0 | $0 | 0.00% | −4,590−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −4,512−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −4,462−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −4,153−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −4,122−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −4,120−100.0% | Sold out |
| MONECO Advisors, LLC | 0 | $0 | 0.00% | −3,799−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −3,760−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −3,750−100.0% | Sold out |
| Summit Wealth Partners, LLC | 0 | $0 | 0.00% | −3,716−100.0% | Sold out |