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 |
|---|---|---|---|---|---|
| Rudius Management LP | 33 | $1.65K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 33 | $1.65K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 37 | $1.85K | 0.00% | −37−50.0% | Reduced |
| Gables Capital Management Inc. | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 57 | $2.85K | 0.00% | +57 | New |
| Cornerstone Planning Group LLC | 58 | $2.92K | 0.00% | −851−93.6% | Reduced |
| CVA Family Office, LLC | 79 | $3.95K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 87 | $4.35K | 0.00% | −1,748−95.3% | Reduced |
| Umb Bank N A | 90 | $4.50K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 93 | $4.65K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 98 | $4.90K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 143 | $7.15K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 146 | $7.30K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 176 | $8.79K | 0.00% | +3+1.7% | Added |
| Wolff Wiese Magana LLC | 176 | $8.80K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 180 | $9.00K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 181 | $9.05K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 190 | $9.50K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 200 | $10.1K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 215 | $10.7K | 0.00% | +4+1.9% | Added |
| SRS Capital Advisors, Inc. | 220 | $11.0K | 0.00% | +220 | New |
| Sunbelt Securities, Inc. | 231 | $11.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 237 | $11.8K | 0.00% | +4+1.7% | Added |
| Kerr Financial Planning Corp | 235 | $12.7K | 0.02% | +235 | New |
| Farmers & Merchants Investments Inc | 257 | $12.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 272 | $13.6K | 0.00% | +272 | New |
| Caldwell Sutter Capital, Inc. | 281 | $14.1K | 0.01% | +20+7.7% | Added |
| Larson Financial Group LLC | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 310 | $15.5K | 0.00% | +44+16.5% | Added |
| Bartlett & Co. Wealth Management LLC | 330 | $16.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 331 | $16.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 400 | $20.0K | 0.00% | −960−70.6% | Reduced |
| Private Wealth Asset Management, LLC | 406 | $20.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 411 | $21.0K | 0.00% | +19+4.8% | Added |
| CNB Bank | 500 | $25.0K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $25.0K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 500 | $25.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 560 | $28.0K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 574 | $28.7K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 575 | $28.8K | 0.00% | −2−0.3% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 602 | $30.1K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 625 | $31.3K | 0.00% | +625 | New |
| Steigerwald, Gordon & Koch Inc. | 626 | $31.3K | 0.00% | +626 | New |
| Principal Securities, Inc. | 641 | $32.0K | 0.00% | −686−51.7% | Reduced |
| Private Trust Co NA | 650 | $32.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 681 | $34.1K | 0.00% | +10+1.5% | Added |
| GPS Wealth Strategies Group, LLC | 685 | $34.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 690 | $34.5K | 0.00% | +690 | New |
| Russell Investments Group, Ltd. | 746 | $37.3K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 762 | $38.1K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 796 | $39.8K | 0.00% | +796 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 800 | $40.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 990 | $50.1K | 0.01% | +17+1.7% | Added |
| Independence Bank of Kentucky | 1,022 | $51.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,039 | $52.0K | 0.00% | −975−48.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,058 | $52.9K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,200 | $60.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,200 | $60.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,313 | $65.7K | 0.01% | −66−4.8% | Reduced |
| Front Row Advisors LLC | 1,350 | $67.5K | 0.02% | 00.0% | Unchanged |
| CSS LLC | 1,601 | $80.1K | 0.00% | +1,601 | New |
| Global Retirement Partners, LLC | 1,633 | $81.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,653 | $82.7K | 0.00% | +1,123+211.9% | Added |
| EverSource Wealth Advisors, LLC | 1,777 | $88.9K | 0.00% | −107−5.7% | Reduced |
| Resources Management Corp | 1,780 | $89.0K | 0.01% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 1,800 | $90.0K | 0.07% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,909 | $95.5K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $100.0K | 0.03% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 2,000 | $100.0K | 0.08% | +2,000 | New |
| Ameritas Advisory Services, LLC | 2,104 | $105.2K | 0.01% | −3,083−59.4% | Reduced |
| Caitlin John, LLC | 2,400 | $120.0K | 0.08% | +2,400 | New |
| Icon Wealth Advisors, LLC | 2,574 | $128.7K | 0.01% | +131+5.4% | Added |
| Salem Investment Counselors Inc | 2,666 | $133.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,685 | $134.3K | 0.00% | +2,685 | New |
| Anchor Investment Management, LLC | 3,000 | $150.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,736 | $186.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 4,000 | $200.0K | 0.00% | +4,000 | New |
| Crescent Grove Advisors, LLC | 4,040 | $202.0K | 0.02% | −39,379−90.7% | Reduced |
| Ethos Financial Group, LLC | 4,142 | $207.1K | 0.02% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 4,249 | $212.5K | 0.04% | +209+5.2% | Added |
| Newbridge Financial Services Group, Inc. | 4,250 | $212.5K | 0.03% | +7+0.2% | Added |
| Concurrent Investment Advisors, LLC | 4,253 | $212.7K | 0.00% | +4,253 | New |
| Northern Trust Corp | 4,274 | $213.7K | 0.00% | −4−0.1% | Reduced |
| Founders Financial Alliance, LLC | 4,363 | $218.2K | 0.04% | +4,363 | New |
| Virtus ETF Advisers LLC | 4,380 | $219.0K | 0.12% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 4,382 | $219.1K | 0.10% | +4,382 | New |
| Liberty Capital Management, Inc. | 4,384 | $219.2K | 0.04% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 4,420 | $221.0K | 0.00% | −80−1.8% | Reduced |
| Alpine Associates Management Inc. | 4,457 | $222.9K | 0.01% | +4,457 | New |
| Whitener Capital Management, Inc. | 4,535 | $226.8K | 0.05% | +25+0.6% | Added |
| D.A. Davidson & Co. | 4,631 | $231.6K | 0.00% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 4,639 | $232.0K | 0.00% | 00.0% | Unchanged |
| Riverchase Wealth Management, LLC | 4,679 | $234.0K | 0.13% | +4,679 | New |
| Crumly & Associates Inc. | 4,711 | $235.6K | 0.05% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 4,712 | $235.6K | 0.02% | +38+0.8% | Added |
| RMB Capital Management, LLC | 4,829 | $241.5K | 0.00% | +20+0.4% | Added |
| Willis Investment Counsel | 4,883 | $244.2K | 0.01% | 00.0% | Unchanged |