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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 26,412 | $1.32M | 0.00% | +1,989+8.1% | Added |
| Apollon Wealth Management, LLC | 26,582 | $1.33M | 0.02% | −767−2.8% | Reduced |
| Zurich Insurance Group Ltd | 27,200 | $1.36M | 0.01% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 27,830 | $1.39M | 0.73% | +1,645+6.3% | Added |
| Castleark Management LLC | 27,840 | $1.39M | 0.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 28,255 | $1.41M | 0.00% | −5,495−16.3% | Reduced |
| Empirical Asset Management, LLC | 28,405 | $1.42M | 0.39% | −100−0.4% | Reduced |
| Stifel Financial Corp | 30,240 | $1.51M | 0.00% | −1,919−6.0% | Reduced |
| Van Eck Associates Corp | 30,255 | $1.51M | 0.00% | −3,502−10.4% | Reduced |
| Finer Wealth Management, Inc. | 30,780 | $1.54M | 0.77% | −2,162−6.6% | Reduced |
| Westwood Holdings Group Inc. | 34,335 | $1.72M | 0.01% | +5,305+18.3% | Added |
| Envestnet Asset Management Inc | 34,834 | $1.74M | 0.00% | +3,568+11.4% | Added |
| Park Circle Co | 36,350 | $1.82M | 1.58% | 00.0% | Unchanged |
| Creative Planning | 37,347 | $1.87M | 0.00% | +706+1.9% | Added |
| Gilman Hill Asset Management, LLC | 37,629 | $1.88M | 0.29% | +14,620+63.5% | Added |
| IMC-Chicago, LLC | 38,251 | $1.91M | 0.03% | +38,251 | New |
| Glenmede Investment Management, LP | 39,088 | $1.95M | 0.01% | +288+0.7% | Added |
| Captrust Financial Advisors | 41,082 | $2.05M | 0.00% | −707−1.7% | Reduced |
| Ameriprise Financial Inc | 41,148 | $2.06M | 0.00% | +3,660+9.8% | Added |
| Pinnacle Holdings, LLC | 41,450 | $2.07M | 0.72% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 40,968 | $2.08M | 0.00% | −133−0.3% | Reduced |
| Barnett & Company, Inc. | 42,083 | $2.10M | 1.63% | −250−0.6% | Reduced |
| Sovereign Investment Advisors, LLC | 43,522 | $2.18M | 0.59% | 00.0% | Unchanged |
| Mariner, LLC | 51,177 | $2.56M | 0.00% | +1,653+3.3% | Added |
| Cetera Investment Advisers | 51,418 | $2.57M | 0.00% | +15,516+43.2% | Added |
| Whittier Trust Co of Nevada Inc | 50,730 | $2.57M | 0.05% | +379+0.8% | Added |
| Advisors Asset Management, Inc. | 51,957 | $2.60M | 0.04% | +1,429+2.8% | Added |
| First Trust Advisors LP | 56,661 | $2.83M | 0.00% | +10,900+23.8% | Added |
| J.W. Cole Advisors, Inc. | 63,035 | $3.15M | 0.06% | −1,846−2.8% | Reduced |
| Advisor Group Holdings, Inc. | 67,904 | $3.45M | 0.00% | +11,659+20.7% | Added |
| Waldron Private Wealth LLC | 71,000 | $3.55M | 0.14% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 75,655 | $3.78M | 0.04% | −2,046−2.6% | Reduced |
| Duff & Phelps Investment Management Co | 91,000 | $4.55M | 0.05% | −22,263−19.7% | Reduced |
| ING Groep NV | 93,100 | $4.66M | 0.03% | −90,000−49.2% | Reduced |
| Summit Financial, LLC | 93,180 | $4.66M | 0.07% | −10.0% | Reduced |
| Bank of America Corp | 97,031 | $4.85M | 0.00% | −69,791−41.8% | Reduced |
| Susquehanna International Group, LLP | 100,918 | $5.05M | 0.01% | +49,451+96.1% | Added |
| Exchange Traded Concepts, LLC | 108,556 | $5.43M | 0.05% | −6,264−5.5% | Reduced |
| Allianz Asset Management GmbH | 117,800 | $5.89M | 0.01% | −28,500−19.5% | Reduced |
| Texas Yale Capital Corp. | 121,716 | $6.09M | 0.19% | +31,050+34.2% | Added |
| HRT Financial LP | 131,336 | $6.57M | 0.02% | +56,203+74.8% | Added |
| Sanctuary Advisors, LLC | 132,394 | $6.62M | 0.04% | +3,608+2.8% | Added |
| CIBC Private Wealth Group, LLC | 142,055 | $7.10M | 0.01% | +15,810+12.5% | Added |
| Kercheville Advisors, LLC | 154,082 | $7.71M | 2.33% | +20.0% | Added |
| Hennessy Advisors Inc | 154,500 | $7.73M | 0.27% | −12,300−7.4% | Reduced |
| Wells Fargo & Company | 160,554 | $8.03M | 0.00% | −778−0.5% | Reduced |
| TCG Advisory Services, LLC | 171,134 | $8.56M | 0.31% | −35,472−17.2% | Reduced |
| Royal Bank of Canada | 180,215 | $9.01M | 0.00% | +21,254+13.4% | Added |
| LPL Financial LLC | 196,329 | $9.82M | 0.00% | +5,670+3.0% | Added |
| Chickasaw Capital Management LLC | 228,429 | $11.4M | 0.47% | +84,000+58.2% | Added |
| Walnut Private Equity Partners, LLC | 242,100 | $12.1M | 6.86% | 00.0% | Unchanged |
| Citigroup Inc | 245,550 | $12.3M | 0.01% | −1,867−0.8% | Reduced |
| FMR LLC | 365,630 | $18.3M | 0.00% | +341,441+1,411.6% | Added |
| Raymond James Financial Inc | 382,059 | $19.1M | 0.01% | +16,106+4.4% | Added |
| JPMorgan Chase & Co | 443,616 | $22.2M | 0.00% | −328,360−42.5% | Reduced |
| Adams Asset Advisors, LLC | 571,547 | $28.6M | 3.69% | 00.0% | Unchanged |
| Barclays PLC | 593,970 | $29.7M | 0.01% | +149,732+33.7% | Added |
| Bowen Hanes & Co Inc | 600,000 | $30.0M | 0.75% | 00.0% | Unchanged |
| Fractal Investments LLC | 616,542 | $30.8M | 4.45% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 662,929 | $33.2M | 0.02% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 648,427 | $33.9M | 4.19% | −334,226−34.0% | Reduced |
| Miller Howard Investments Inc | 694,880 | $34.8M | 1.06% | +3,784+0.5% | Added |
| Neuberger Berman Group LLC | 713,303 | $35.7M | 0.03% | +43,034+6.4% | Added |
| Recurrent Investment Advisors LLC | 934,137 | $46.7M | 3.58% | +551+0.1% | Added |
| Morgan Stanley | 1,021,720 | $51.1M | 0.00% | −88,756−8.0% | Reduced |
| UBS Group AG | 1,030,006 | $51.5M | 0.01% | −121,147−10.5% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 1,456,902 | $72.9M | 0.94% | +52,164+3.7% | Added |
| Cooperman Leon G | 1,620,000 | $81.0M | 2.53% | +150,000+10.2% | Added |
| Blackstone Group Inc. | 1,883,976 | $94.2M | 0.40% | +87,695+4.9% | Added |
| Energy Income Partners, LLC | 1,916,858 | $95.9M | 1.85% | +32,866+1.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,179,502 | $159.0M | 0.25% | +374,396+13.3% | Added |
| Goldman Sachs Group Inc | 6,395,714 | $319.8M | 0.05% | −108,980−1.7% | Reduced |
| Invesco Ltd. | 8,991,309 | $449.7M | 0.07% | −89,172−1.0% | Reduced |
| Alps Advisors Inc | 24,089,484 | $1.20B | 6.71% | +599,655+2.6% | Added |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −35,402−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −34,565−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −15,100−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −11,798−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −11,418−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −8,420−100.0% | Sold out |
| Security National Bank of Sioux City Iowa | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −6,569−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −5,684−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −5,233−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,414−100.0% | Sold out |
| Vivaldi Asset Management, LLC | 0 | $0 | 0.00% | −3,926−100.0% | Sold out |
| Kanawha Capital Management LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −3,740−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −3,436−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,080−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −1,078−100.0% | Sold out |
| Clarity Asset Management, Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −376−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Total Investment Management Inc | 0 | $0 | 0.00% | −22−100.0% | Sold out |