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 |
|---|---|---|---|---|---|
| XTX Topco Ltd | 4,896 | $244.8K | 0.01% | +4,896 | New |
| Bridges Investment Management Inc | 4,927 | $246.4K | 0.00% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 4,933 | $246.7K | 0.05% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 5,000 | $250.1K | 0.09% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 4,622 | $250.6K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 5,373 | $268.7K | 0.01% | −332−5.8% | Reduced |
| Allworth Financial LP | 5,392 | $269.6K | 0.00% | +157+3.0% | Added |
| Carnegie Capital Asset Management, LLC | 5,394 | $269.8K | 0.01% | −453−7.7% | Reduced |
| Wedbush Securities Inc | 5,391 | $270.0K | 0.01% | −4,092−43.2% | Reduced |
| L.M. Kohn & Company | 5,400 | $270.1K | 0.32% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 5,500 | $275.1K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 5,550 | $277.5K | 0.03% | −11−0.2% | Reduced |
| HighPoint Advisor Group LLC | 5,584 | $279.3K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 5,595 | $279.8K | 0.01% | −8,160−59.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,635 | $281.8K | 0.04% | +779+16.0% | Added |
| Strategic Advocates LLC | 5,668 | $283.4K | 0.07% | −309−5.2% | Reduced |
| Basso Capital Management, L.P. | 5,680 | $284.1K | 0.19% | 00.0% | Unchanged |
| PFG Investments, LLC | 5,686 | $284.3K | 0.01% | +15+0.3% | Added |
| MAI Capital Management | 5,717 | $285.9K | 0.00% | +130+2.3% | Added |
| Jaffetilchin Investment Partners, LLC | 5,762 | $288.2K | 0.02% | −1,121−16.3% | Reduced |
| Capital Advisors Inc | 5,872 | $293.7K | 0.00% | −1,386−19.1% | Reduced |
| Abel Hall, LLC | 6,000 | $300.1K | 0.12% | +6,000 | New |
| King Luther Capital Management Corp | 6,143 | $307.2K | 0.00% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 6,161 | $308.1K | 0.01% | +2,074+50.7% | Added |
| SFMG, LLC | 6,200 | $310.1K | 0.02% | +6,200 | New |
| Farther Finance Advisors, LLC | 6,218 | $311.0K | 0.00% | +5+0.1% | Added |
| Avid Wealth Partners LLC | 6,398 | $319.9K | 0.16% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 6,432 | $321.7K | 0.00% | −47−0.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,697 | $334.9K | 0.00% | +2,032+43.6% | Added |
| Cary Street Partner Investment Advisory LLC | 6,796 | $339.9K | 0.14% | +680+11.1% | Added |
| Avidian Wealth Solutions, LLC | 6,809 | $340.5K | 0.01% | +24+0.4% | Added |
| Mercer Global Advisors Inc | 6,901 | $345.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 7,080 | $354.1K | 0.00% | −8−0.1% | Reduced |
| WealthPLAN Partners, LLC | 7,226 | $361.4K | 0.05% | +12+0.2% | Added |
| Arkadios Wealth Advisors | 7,452 | $372.7K | 0.01% | +53+0.7% | Added |
| Jones Financial Companies LLLP | 7,383 | $373.0K | 0.00% | +1,392+23.2% | Added |
| Oppenheimer & Co Inc | 7,466 | $373.4K | 0.00% | +101+1.4% | Added |
| Independent Advisor Alliance | 7,504 | $375.3K | 0.01% | −1,750−18.9% | Reduced |
| Green Square Capital Advisors LLC | 7,038 | $377.2K | 0.05% | 00.0% | Unchanged |
| Midwest Trust Co | 7,595 | $379.8K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7,645 | $382.3K | 0.00% | +5,690+291.0% | Added |
| Benjamin Edwards Inc | 7,740 | $387.1K | 0.00% | −10.0% | Reduced |
| Bank of New York Mellon Corp | 7,840 | $392.1K | 0.00% | +2,921+59.4% | Added |
| United Advisor Group, LLC | 8,093 | $404.7K | 0.05% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 8,210 | $410.6K | 0.06% | 00.0% | Unchanged |
| Cypress Capital Group | 8,620 | $431.1K | 0.05% | 00.0% | Unchanged |
| XML Financial, LLC | 8,939 | $447.0K | 0.04% | −282−3.1% | Reduced |
| Davidson Trust Co | 9,000 | $450.1K | 0.19% | 00.0% | Unchanged |
| PSI Advisors, LLC | 9,031 | $451.6K | 0.12% | −189−2.0% | Reduced |
| Uhlmann Price Securities, LLC | 9,036 | $451.8K | 0.28% | +250+2.8% | Added |
| National Asset Management, Inc. | 9,297 | $464.9K | 0.02% | −90−1.0% | Reduced |
| Stratos Wealth Partners, LTD. | 9,357 | $467.9K | 0.01% | −202−2.1% | Reduced |
| Quantinno Capital Management LP | 9,491 | $474.6K | 0.00% | +9,491 | New |
| Kingsview Wealth Management, LLC | 9,515 | $475.9K | 0.01% | −69−0.7% | Reduced |
| Jane Street Group, LLC | 9,704 | $485.3K | 0.00% | −37,079−79.3% | Reduced |
| Baldwin Brothers Inc | 9,860 | $493.1K | 0.03% | −1,500−13.2% | Reduced |
| Tradition Wealth Management, LLC | 9,902 | $495.2K | 0.04% | +62+0.6% | Added |
| Wealthcare Advisory Partners LLC | 9,971 | $498.7K | 0.01% | −92−0.9% | Reduced |
| Baker Avenue Asset Management, LP | 10,000 | $500.1K | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 10,027 | $501.5K | 0.01% | +31+0.3% | Added |
| Journey Strategic Wealth LLC | 10,273 | $513.8K | 0.01% | −185−1.8% | Reduced |
| Wolverine Trading, LLC | 10,523 | $522.6K | 0.01% | +4,535+75.7% | Added |
| IHT Wealth Management, LLC | 10,552 | $527.7K | 0.01% | +250+2.4% | Added |
| Oxbow Advisors, LLC | 10,595 | $529.9K | 0.05% | 00.0% | Unchanged |
| Brown Advisory Inc | 10,974 | $548.8K | 0.00% | −1,200−9.9% | Reduced |
| Virtu Financial LLC | 10,970 | $549.0K | 0.03% | −1,782−14.0% | Reduced |
| DRW Securities, LLC | 11,264 | $553.4K | 0.03% | +11,264 | New |
| Moors & Cabot, Inc. | 11,624 | $581.3K | 0.03% | −3,800−24.6% | Reduced |
| International Assets Investment Management, LLC | 11,061 | $587.0K | 0.05% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 11,745 | $587.4K | 0.41% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 11,802 | $590.2K | 0.03% | −135−1.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 12,000 | $600.1K | 0.06% | −30−0.2% | Reduced |
| Bokf, NA | 12,183 | $609.3K | 0.01% | −110−0.9% | Reduced |
| Spirit of America Management Corp | 13,000 | $650.1K | 0.13% | −500−3.7% | Reduced |
| M&T Bank Corp | 13,106 | $655.4K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 13,358 | $668.0K | 0.00% | −630−4.5% | Reduced |
| Quad-Cities Investment Group, LLC | 13,618 | $681.0K | 0.29% | +41+0.3% | Added |
| Janney Montgomery Scott LLC | 13,833 | $692.0K | 0.00% | −3,253−19.0% | Reduced |
| Sigma Planning Corp | 13,928 | $696.5K | 0.02% | −2,378−14.6% | Reduced |
| Linscomb & Williams, Inc. | 14,740 | $737.1K | 0.03% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 15,005 | $750.4K | 0.00% | +1,881+14.3% | Added |
| McDonald Partners LLC | 15,206 | $760.5K | 0.23% | −300−1.9% | Reduced |
| We Are One Seven, LLC | 15,297 | $765.0K | 0.02% | +8,731+133.0% | Added |
| Baird Financial Group, Inc. | 15,866 | $793.5K | 0.00% | −400−2.5% | Reduced |
| The PNC Financial Services Group, Inc. | 15,900 | $795.2K | 0.00% | −1,855−10.4% | Reduced |
| Cary Street Partners Financial LLC | 16,569 | $828.6K | 0.02% | +450+2.8% | Added |
| BlackRock, Inc. | 16,923 | $846.3K | 0.00% | −10.0% | Reduced |
| Rockefeller Capital Management L.P. | 18,634 | $931.9K | 0.00% | +3,658+24.4% | Added |
| Kestra Advisory Services, LLC | 18,983 | $949.3K | 0.00% | −44,319−70.0% | Reduced |
| US Bancorp | 19,024 | $951.4K | 0.00% | +40+0.2% | Added |
| Dividend Assets Capital, LLC | 19,488 | $974.6K | 0.17% | −2,490−11.3% | Reduced |
| Focus Financial Network, Inc. | 19,691 | $984.7K | 0.04% | +491+2.6% | Added |
| Cresset Asset Management, LLC | 19,809 | $990.7K | 0.00% | +3,969+25.1% | Added |
| American Financial Group Inc | 20,000 | $1.00M | 0.39% | +500+2.6% | Added |
| Private Advisor Group, LLC | 21,164 | $1.06M | 0.01% | +100.0% | Added |
| HighTower Advisors, LLC | 22,409 | $1.12M | 0.00% | −2,178−8.9% | Reduced |
| CAPROCK Group, Inc. | 21,530 | $1.13M | 0.03% | +21,530 | New |
| Truist Financial Corp | 23,211 | $1.16M | 0.00% | +23,211 | New |
| Cascade Investment Group, Inc. | 24,275 | $1.21M | 0.80% | −600−2.4% | Reduced |
| Lee Financial Co | 25,705 | $1.29M | 0.16% | +21,886+573.1% | Added |