Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2025: 274 institutions
Q1 2021: 134 institutionsQ2 2021: 148 institutionsQ3 2021: 146 institutionsQ4 2021: 161 institutionsQ1 2022: 170 institutionsQ2 2022: 168 institutionsQ3 2022: 169 institutionsQ4 2022: 179 institutionsQ1 2023: 182 institutionsQ2 2023: 189 institutionsQ3 2023: 188 institutionsQ4 2023: 211 institutionsQ1 2024: 211 institutionsQ2 2024: 275 institutionsQ3 2024: 276 institutionsQ4 2024: 270 institutionsQ1 2025: 293 institutionsQ2 2025: 282 institutionsQ3 2025: 274 institutionsQ4 2025: 276 institutionsQ1 2026: 297 institutionsQ2 2026: 304 institutions
Value heldQ3 2025: $3.22B
Q1 2021: $672.2MQ2 2021: $714.8MQ3 2021: $673.1MQ4 2021: $714.3MQ1 2022: $714.4MQ2 2022: $635.0MQ3 2022: $641.0MQ4 2022: $757.6MQ1 2023: $793.1MQ2 2023: $781.1MQ3 2023: $950.1MQ4 2023: $1.47BQ1 2024: $1.27BQ2 2024: $3.31BQ3 2024: $3.13BQ4 2024: $3.12BQ1 2025: $3.57BQ2 2025: $3.41BQ3 2025: $3.22BQ4 2025: $3.48BQ1 2026: $4.39BQ2 2026: $4.51B
Institutions holding SUN and their total value by quarter
QuarterHoldersValue
Q2 2026304$4.51B
Q1 2026297$4.39B
Q4 2025276$3.48B
Q3 2025274$3.22B
Q2 2025282$3.41B
Q1 2025293$3.57B
Q4 2024270$3.12B
Q3 2024276$3.13B
Q2 2024275$3.31B
Q1 2024211$1.27B
Q4 2023211$1.47B
Q3 2023188$950.1M
Q2 2023189$781.1M
Q1 2023182$793.1M
Q4 2022179$757.6M
Q3 2022169$641.0M
Q2 2022168$635.0M
Q1 2022170$714.4M
Q4 2021161$714.3M
Q3 2021146$673.1M
Q2 2021148$714.8M
Q1 2021134$672.2M

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q2 2025.

Institutions holding SUN in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Spirit of America Management Corp13,000$650.1K0.13%−500−3.7%Reduced
Bokf, NA12,183$609.3K0.01%−110−0.9%Reduced
Hudson Valley Investment Advisors Inc12,000$600.1K0.06%−30−0.2%Reduced
Hilltop Holdings Inc.11,802$590.2K0.03%−135−1.1%Reduced
M.E. Allison & Co., Inc.11,745$587.4K0.41%00.0%Unchanged
International Assets Investment Management, LLC11,061$587.0K0.05%00.0%Unchanged
Moors & Cabot, Inc.11,624$581.3K0.03%−3,800−24.6%Reduced
DRW Securities, LLC11,264$553.4K0.03%+11,264New
Virtu Financial LLC10,970$549.0K0.03%−1,782−14.0%Reduced
Brown Advisory Inc10,974$548.8K0.00%−1,200−9.9%Reduced
Oxbow Advisors, LLC10,595$529.9K0.05%00.0%Unchanged
IHT Wealth Management, LLC10,552$527.7K0.01%+250+2.4%Added
Wolverine Trading, LLC10,523$522.6K0.01%+4,535+75.7%Added
Journey Strategic Wealth LLC10,273$513.8K0.01%−185−1.8%Reduced
U.S. Capital Wealth Advisors, LLC10,027$501.5K0.01%+31+0.3%Added
Baker Avenue Asset Management, LP10,000$500.1K0.01%00.0%Unchanged
Wealthcare Advisory Partners LLC9,971$498.7K0.01%−92−0.9%Reduced
Tradition Wealth Management, LLC9,902$495.2K0.04%+62+0.6%Added
Baldwin Brothers Inc9,860$493.1K0.03%−1,500−13.2%Reduced
Jane Street Group, LLC9,704$485.3K0.00%−37,079−79.3%Reduced
Kingsview Wealth Management, LLC9,515$475.9K0.01%−69−0.7%Reduced
Quantinno Capital Management LP9,491$474.6K0.00%+9,491New
Stratos Wealth Partners, LTD.9,357$467.9K0.01%−202−2.1%Reduced
National Asset Management, Inc.9,297$464.9K0.02%−90−1.0%Reduced
Uhlmann Price Securities, LLC9,036$451.8K0.28%+250+2.8%Added
PSI Advisors, LLC9,031$451.6K0.12%−189−2.0%Reduced
Davidson Trust Co9,000$450.1K0.19%00.0%Unchanged
XML Financial, LLC8,939$447.0K0.04%−282−3.1%Reduced
Cypress Capital Group8,620$431.1K0.05%00.0%Unchanged
Cohen Capital Management, Inc.8,210$410.6K0.06%00.0%Unchanged
United Advisor Group, LLC8,093$404.7K0.05%00.0%Unchanged
Bank of New York Mellon Corp7,840$392.1K0.00%+2,921+59.4%Added
Benjamin Edwards Inc7,740$387.1K0.00%−10.0%Reduced
Cullen/Frost Bankers, Inc.7,645$382.3K0.00%+5,690+291.0%Added
Midwest Trust Co7,595$379.8K0.00%00.0%Unchanged
Green Square Capital Advisors LLC7,038$377.2K0.05%00.0%Unchanged
Independent Advisor Alliance7,504$375.3K0.01%−1,750−18.9%Reduced
Oppenheimer & Co Inc7,466$373.4K0.00%+101+1.4%Added
Jones Financial Companies LLLP7,383$373.0K0.00%+1,392+23.2%Added
Arkadios Wealth Advisors7,452$372.7K0.01%+53+0.7%Added
WealthPLAN Partners, LLC7,226$361.4K0.05%+12+0.2%Added
GWM Advisors LLC7,080$354.1K0.00%−8−0.1%Reduced
Mercer Global Advisors Inc6,901$345.1K0.00%00.0%Unchanged
Avidian Wealth Solutions, LLC6,809$340.5K0.01%+24+0.4%Added
Cary Street Partner Investment Advisory LLC6,796$339.9K0.14%+680+11.1%Added
Wiley Bros.-Aintree Capital, LLC6,697$334.9K0.00%+2,032+43.6%Added
Oppenheimer Asset Management Inc.6,432$321.7K0.00%−47−0.7%Reduced
Avid Wealth Partners LLC6,398$319.9K0.16%00.0%Unchanged
Farther Finance Advisors, LLC6,218$311.0K0.00%+5+0.1%Added
SFMG, LLC6,200$310.1K0.02%+6,200New
CWA Asset Management Group, LLC6,161$308.1K0.01%+2,074+50.7%Added
King Luther Capital Management Corp6,143$307.2K0.00%00.0%Unchanged
Abel Hall, LLC6,000$300.1K0.12%+6,000New
Capital Advisors Inc5,872$293.7K0.00%−1,386−19.1%Reduced
Jaffetilchin Investment Partners, LLC5,762$288.2K0.02%−1,121−16.3%Reduced
MAI Capital Management5,717$285.9K0.00%+130+2.3%Added
PFG Investments, LLC5,686$284.3K0.01%+15+0.3%Added
Basso Capital Management, L.P.5,680$284.1K0.19%00.0%Unchanged
Strategic Advocates LLC5,668$283.4K0.07%−309−5.2%Reduced
Patriot Financial Group Insurance Agency, LLC5,635$281.8K0.04%+779+16.0%Added
IFG Advisory, LLC5,595$279.8K0.01%−8,160−59.3%Reduced
HighPoint Advisor Group LLC5,584$279.3K0.01%00.0%Unchanged
Wealth Alliance5,550$277.5K0.03%−11−0.2%Reduced
Clark Capital Management Group, Inc.5,500$275.1K0.00%00.0%Unchanged
L.M. Kohn & Company5,400$270.1K0.32%00.0%Unchanged
Wedbush Securities Inc5,391$270.0K0.01%−4,092−43.2%Reduced
Carnegie Capital Asset Management, LLC5,394$269.8K0.01%−453−7.7%Reduced
Allworth Financial LP5,392$269.6K0.00%+157+3.0%Added
Independent Financial Group, LLC5,373$268.7K0.01%−332−5.8%Reduced
Mutual Advisors, LLC4,622$250.6K0.01%00.0%Unchanged
Sittner & Nelson, LLC5,000$250.1K0.09%00.0%Unchanged
Garrett Wealth Advisory Group, LLC4,933$246.7K0.05%00.0%Unchanged
Bridges Investment Management Inc4,927$246.4K0.00%00.0%Unchanged
XTX Topco Ltd4,896$244.8K0.01%+4,896New
Willis Investment Counsel4,883$244.2K0.01%00.0%Unchanged
RMB Capital Management, LLC4,829$241.5K0.00%+20+0.4%Added
Monticello Wealth Management, LLC4,712$235.6K0.02%+38+0.8%Added
Crumly & Associates Inc.4,711$235.6K0.05%00.0%Unchanged
Riverchase Wealth Management, LLC4,679$234.0K0.13%+4,679New
Citizens Financial Group Inc4,639$232.0K0.00%00.0%Unchanged
D.A. Davidson & Co.4,631$231.6K0.00%00.0%Unchanged
Whitener Capital Management, Inc.4,535$226.8K0.05%+25+0.6%Added
Alpine Associates Management Inc.4,457$222.9K0.01%+4,457New
Pensionmark Financial Group, LLC4,420$221.0K0.00%−80−1.8%Reduced
Liberty Capital Management, Inc.4,384$219.2K0.04%00.0%Unchanged
Genesee Capital Advisors, LLC4,382$219.1K0.10%+4,382New
Virtus ETF Advisers LLC4,380$219.0K0.12%00.0%Unchanged
Founders Financial Alliance, LLC4,363$218.2K0.04%+4,363New
Northern Trust Corp4,274$213.7K0.00%−4−0.1%Reduced
Concurrent Investment Advisors, LLC4,253$212.7K0.00%+4,253New
Newbridge Financial Services Group, Inc.4,250$212.5K0.03%+7+0.2%Added
Quadrant Private Wealth Management, LLC4,249$212.5K0.04%+209+5.2%Added
Ethos Financial Group, LLC4,142$207.1K0.02%00.0%Unchanged
Crescent Grove Advisors, LLC4,040$202.0K0.02%−39,379−90.7%Reduced
Pinnacle Financial Partners Inc4,000$200.0K0.00%+4,000New
Clearstead Advisors, LLC3,736$186.8K0.00%00.0%Unchanged
Anchor Investment Management, LLC3,000$150.0K0.01%00.0%Unchanged
Advisory Services Network, LLC2,685$134.3K0.00%+2,685New
Salem Investment Counselors Inc2,666$133.3K0.00%00.0%Unchanged
Icon Wealth Advisors, LLC2,574$128.7K0.01%+131+5.4%Added