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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 3,736 | $200.2K | 0.00% | +869+30.3% | Added |
| McIlrath & Eck, LLC | 3,436 | $184.1K | 0.02% | +7+0.2% | Added |
| Anchor Investment Management, LLC | 3,000 | $160.8K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,666 | $142.9K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 2,443 | $130.9K | 0.01% | +394+19.2% | Added |
| State of Wyoming | 2,080 | $111.5K | 0.01% | +2,080 | New |
| Talon Private Wealth, LLC | 2,050 | $109.9K | 0.02% | +2,050 | New |
| IFP Advisors, Inc | 2,014 | $108.0K | 0.00% | −851−29.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $107.0K | 0.03% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,955 | $104.8K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,909 | $102.3K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,884 | $101.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,835 | $98.3K | 0.02% | +1,835 | New |
| Chung Wu Investment Group, LLC | 1,800 | $96.5K | 0.10% | +1,800 | New |
| Resources Management Corp | 1,780 | $95.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,633 | $87.5K | 0.00% | +1,633 | New |
| Parkside Financial Bank & Trust | 1,379 | $73.9K | 0.01% | +675+95.9% | Added |
| Front Row Advisors LLC | 1,350 | $72.3K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,360 | $72.0K | 0.00% | +400+41.7% | Added |
| Principal Securities, Inc. | 1,327 | $71.1K | 0.00% | +823+163.3% | Added |
| 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 |
| Ameriflex Group, Inc. | 1,078 | $57.4K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,058 | $56.7K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,022 | $54.8K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 973 | $52.1K | 0.01% | +16+1.7% | Added |
| Cornerstone Planning Group LLC | 909 | $48.6K | 0.01% | +909 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 800 | $42.9K | 0.01% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 762 | $40.8K | 0.04% | +762 | New |
| Russell Investments Group, Ltd. | 746 | $40.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 685 | $36.7K | 0.00% | −559−44.9% | Reduced |
| Parallel Advisors, LLC | 671 | $36.0K | 0.00% | +9+1.4% | Added |
| Private Trust Co NA | 650 | $34.8K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 602 | $32.3K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 577 | $30.9K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 574 | $30.8K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 560 | $30.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 530 | $28.4K | 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 |
| Private Wealth Asset Management, LLC | 406 | $21.8K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 400 | $21.4K | 0.01% | +400 | New |
| CWM, LLC | 392 | $21.0K | 0.00% | +14+3.7% | Added |
| Park Square Financial Group, LLC | 380 | $20.4K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 376 | $20.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 331 | $17.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 330 | $17.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 300 | $16.1K | 0.00% | +300 | New |
| NBC Securities, Inc. | 266 | $14.0K | 0.00% | +166+166.0% | Added |
| Caldwell Sutter Capital, Inc. | 261 | $14.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 257 | $13.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 233 | $12.5K | 0.00% | +4+1.7% | Added |
| Tower Research Capital LLC (TRC) | 227 | $12.2K | 0.00% | −809−78.1% | Reduced |
| Sunbelt Securities, Inc. | 231 | $11.9K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 211 | $11.3K | 0.00% | +6+2.9% | 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 |
| Assetmark, Inc | 190 | $10.2K | 0.00% | +90+90.0% | Added |
| N.E.W. Advisory Services LLC | 181 | $9.70K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 180 | $9.65K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 176 | $9.43K | 0.01% | +109+162.7% | Added |
| Pineridge Advisors LLC | 173 | $9.26K | 0.00% | +3+1.8% | Added |
| Garde Capital, Inc. | 148 | $7.93K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 146 | $7.82K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 143 | $7.66K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 103 | $5.52K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $5.36K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 98 | $5.25K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 93 | $4.98K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 90 | $4.82K | 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 |
| CVA Family Office, LLC | 79 | $4.23K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 74 | $3.97K | 0.00% | +74 | New |
| First Horizon Advisors, Inc. | 57 | $3.06K | 0.00% | −225−79.8% | Reduced |
| Gables Capital Management Inc. | 40 | $2.14K | 0.00% | 00.0% | Unchanged |
| Rudius Management LP | 33 | $1.77K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 33 | $1.77K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 22 | $1.17K | 0.00% | +22 | New |
| Atlantic Union Bankshares Corp | 11 | $588 | 0.00% | +11 | New |
| 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 |