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, Q3 2025
Institutional positions in Sunoco LP as of Sep 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
- 274
- −1 vs. Q2 2025
- Shares held
- 64.3M
- +721.7K (+1.1%) vs. Q2 2025
- Total value
- $3.22B
- −$189.9M (−5.6%) vs. Q2 2025
- New holders
- 26
- 81 more added
- Sold out
- 27
- 79 more reduced
7 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alps Advisors Inc | 24,089,484 | $1.20B | 6.71% | +599,655+2.6% | Added |
| Invesco Ltd. | 8,991,309 | $449.7M | 0.07% | −89,172−1.0% | Reduced |
| Goldman Sachs Group Inc | 6,395,714 | $319.8M | 0.05% | −108,980−1.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,179,502 | $159.0M | 0.25% | +374,396+13.3% | Added |
| Energy Income Partners, LLC | 1,916,858 | $95.9M | 1.85% | +32,866+1.7% | Added |
| Blackstone Group Inc. | 1,883,976 | $94.2M | 0.40% | +87,695+4.9% | Added |
| Cooperman Leon G | 1,620,000 | $81.0M | 2.53% | +150,000+10.2% | Added |
| Tortoise Capital Advisors, L.L.C. | 1,456,902 | $72.9M | 0.94% | +52,164+3.7% | Added |
| UBS Group AG | 1,030,006 | $51.5M | 0.01% | −121,147−10.5% | Reduced |
| Morgan Stanley | 1,021,720 | $51.1M | 0.00% | −88,756−8.0% | Reduced |
| Recurrent Investment Advisors LLC | 934,137 | $46.7M | 3.58% | +551+0.1% | Added |
| Neuberger Berman Group LLC | 713,303 | $35.7M | 0.03% | +43,034+6.4% | Added |
| Miller Howard Investments Inc | 694,880 | $34.8M | 1.06% | +3,784+0.5% | Added |
| Infrastructure Capital Advisors, LLC | 648,427 | $33.9M | 4.19% | −334,226−34.0% | Reduced |
| Clearbridge Investments, LLC | 662,929 | $33.2M | 0.02% | 00.0% | Unchanged |
| Fractal Investments LLC | 616,542 | $30.8M | 4.45% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 600,000 | $30.0M | 0.75% | 00.0% | Unchanged |
| Barclays PLC | 593,970 | $29.7M | 0.01% | +149,732+33.7% | Added |
| Adams Asset Advisors, LLC | 571,547 | $28.6M | 3.69% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 443,616 | $22.2M | 0.00% | −328,360−42.5% | Reduced |
| Raymond James Financial Inc | 382,059 | $19.1M | 0.01% | +16,106+4.4% | Added |
| FMR LLC | 365,630 | $18.3M | 0.00% | +341,441+1,411.6% | Added |
| Citigroup Inc | 245,550 | $12.3M | 0.01% | −1,867−0.8% | Reduced |
| Walnut Private Equity Partners, LLC | 242,100 | $12.1M | 6.86% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 228,429 | $11.4M | 0.47% | +84,000+58.2% | Added |
| LPL Financial LLC | 196,329 | $9.82M | 0.00% | +5,670+3.0% | Added |
| Royal Bank of Canada | 180,215 | $9.01M | 0.00% | +21,254+13.4% | Added |
| TCG Advisory Services, LLC | 171,134 | $8.56M | 0.31% | −35,472−17.2% | Reduced |
| Wells Fargo & Company | 160,554 | $8.03M | 0.00% | −778−0.5% | Reduced |
| Hennessy Advisors Inc | 154,500 | $7.73M | 0.27% | −12,300−7.4% | Reduced |
| Kercheville Advisors, LLC | 154,082 | $7.71M | 2.33% | +20.0% | Added |
| CIBC Private Wealth Group, LLC | 142,055 | $7.10M | 0.01% | +15,810+12.5% | Added |
| Sanctuary Advisors, LLC | 132,394 | $6.62M | 0.04% | +3,608+2.8% | Added |
| HRT Financial LP | 131,336 | $6.57M | 0.02% | +56,203+74.8% | Added |
| Texas Yale Capital Corp. | 121,716 | $6.09M | 0.19% | +31,050+34.2% | Added |
| Allianz Asset Management GmbH | 117,800 | $5.89M | 0.01% | −28,500−19.5% | Reduced |
| Exchange Traded Concepts, LLC | 108,556 | $5.43M | 0.05% | −6,264−5.5% | Reduced |
| Susquehanna International Group, LLP | 100,918 | $5.05M | 0.01% | +49,451+96.1% | Added |
| Bank of America Corp | 97,031 | $4.85M | 0.00% | −69,791−41.8% | Reduced |
| Summit Financial, LLC | 93,180 | $4.66M | 0.07% | −10.0% | Reduced |
| ING Groep NV | 93,100 | $4.66M | 0.03% | −90,000−49.2% | Reduced |
| Duff & Phelps Investment Management Co | 91,000 | $4.55M | 0.05% | −22,263−19.7% | Reduced |
| Warren Averett Asset Management, LLC | 75,655 | $3.78M | 0.04% | −2,046−2.6% | Reduced |
| Waldron Private Wealth LLC | 71,000 | $3.55M | 0.14% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 67,904 | $3.45M | 0.00% | +11,659+20.7% | Added |
| J.W. Cole Advisors, Inc. | 63,035 | $3.15M | 0.06% | −1,846−2.8% | Reduced |
| First Trust Advisors LP | 56,661 | $2.83M | 0.00% | +10,900+23.8% | Added |
| Advisors Asset Management, Inc. | 51,957 | $2.60M | 0.04% | +1,429+2.8% | Added |
| Whittier Trust Co of Nevada Inc | 50,730 | $2.57M | 0.05% | +379+0.8% | Added |
| Cetera Investment Advisers | 51,418 | $2.57M | 0.00% | +15,516+43.2% | Added |
| Mariner, LLC | 51,177 | $2.56M | 0.00% | +1,653+3.3% | Added |
| Sovereign Investment Advisors, LLC | 43,522 | $2.18M | 0.59% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 42,083 | $2.10M | 1.63% | −250−0.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 40,968 | $2.08M | 0.00% | −133−0.3% | Reduced |
| Pinnacle Holdings, LLC | 41,450 | $2.07M | 0.72% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 41,148 | $2.06M | 0.00% | +3,660+9.8% | Added |
| Captrust Financial Advisors | 41,082 | $2.05M | 0.00% | −707−1.7% | Reduced |
| Glenmede Investment Management, LP | 39,088 | $1.95M | 0.01% | +288+0.7% | Added |
| IMC-Chicago, LLC | 38,251 | $1.91M | 0.03% | +38,251 | New |
| Gilman Hill Asset Management, LLC | 37,629 | $1.88M | 0.29% | +14,620+63.5% | Added |
| Creative Planning | 37,347 | $1.87M | 0.00% | +706+1.9% | Added |
| Park Circle Co | 36,350 | $1.82M | 1.58% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 34,834 | $1.74M | 0.00% | +3,568+11.4% | Added |
| Westwood Holdings Group Inc. | 34,335 | $1.72M | 0.01% | +5,305+18.3% | Added |
| Finer Wealth Management, Inc. | 30,780 | $1.54M | 0.77% | −2,162−6.6% | Reduced |
| Van Eck Associates Corp | 30,255 | $1.51M | 0.00% | −3,502−10.4% | Reduced |
| Stifel Financial Corp | 30,240 | $1.51M | 0.00% | −1,919−6.0% | Reduced |
| Empirical Asset Management, LLC | 28,405 | $1.42M | 0.39% | −100−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 28,255 | $1.41M | 0.00% | −5,495−16.3% | Reduced |
| Castleark Management LLC | 27,840 | $1.39M | 0.04% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 27,830 | $1.39M | 0.73% | +1,645+6.3% | Added |
| Zurich Insurance Group Ltd | 27,200 | $1.36M | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 26,582 | $1.33M | 0.02% | −767−2.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 26,412 | $1.32M | 0.00% | +1,989+8.1% | Added |
| Lee Financial Co | 25,705 | $1.29M | 0.16% | +21,886+573.1% | Added |
| Cascade Investment Group, Inc. | 24,275 | $1.21M | 0.80% | −600−2.4% | Reduced |
| Truist Financial Corp | 23,211 | $1.16M | 0.00% | +23,211 | New |
| CAPROCK Group, Inc. | 21,530 | $1.13M | 0.03% | +21,530 | New |
| HighTower Advisors, LLC | 22,409 | $1.12M | 0.00% | −2,178−8.9% | Reduced |
| Private Advisor Group, LLC | 21,164 | $1.06M | 0.01% | +100.0% | Added |
| American Financial Group Inc | 20,000 | $1.00M | 0.39% | +500+2.6% | Added |
| Cresset Asset Management, LLC | 19,809 | $990.7K | 0.00% | +3,969+25.1% | Added |
| Focus Financial Network, Inc. | 19,691 | $984.7K | 0.04% | +491+2.6% | Added |
| Dividend Assets Capital, LLC | 19,488 | $974.6K | 0.17% | −2,490−11.3% | Reduced |
| US Bancorp | 19,024 | $951.4K | 0.00% | +40+0.2% | Added |
| Kestra Advisory Services, LLC | 18,983 | $949.3K | 0.00% | −44,319−70.0% | Reduced |
| Rockefeller Capital Management L.P. | 18,634 | $931.9K | 0.00% | +3,658+24.4% | Added |
| BlackRock, Inc. | 16,923 | $846.3K | 0.00% | −10.0% | Reduced |
| Cary Street Partners Financial LLC | 16,569 | $828.6K | 0.02% | +450+2.8% | Added |
| The PNC Financial Services Group, Inc. | 15,900 | $795.2K | 0.00% | −1,855−10.4% | Reduced |
| Baird Financial Group, Inc. | 15,866 | $793.5K | 0.00% | −400−2.5% | Reduced |
| We Are One Seven, LLC | 15,297 | $765.0K | 0.02% | +8,731+133.0% | Added |
| McDonald Partners LLC | 15,206 | $760.5K | 0.23% | −300−1.9% | Reduced |
| CI Private Wealth, LLC | 15,005 | $750.4K | 0.00% | +1,881+14.3% | Added |
| Linscomb & Williams, Inc. | 14,740 | $737.1K | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 13,928 | $696.5K | 0.02% | −2,378−14.6% | Reduced |
| Janney Montgomery Scott LLC | 13,833 | $692.0K | 0.00% | −3,253−19.0% | Reduced |
| Quad-Cities Investment Group, LLC | 13,618 | $681.0K | 0.29% | +41+0.3% | Added |
| MML Investors Services, LLC | 13,358 | $668.0K | 0.00% | −630−4.5% | Reduced |
| M&T Bank Corp | 13,106 | $655.4K | 0.00% | 00.0% | Unchanged |