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 |
|---|---|---|---|---|---|
| Caitlin John, LLC | 2,400 | $120.0K | 0.08% | +2,400 | New |
| Ameritas Advisory Services, LLC | 2,104 | $105.2K | 0.01% | −3,083−59.4% | Reduced |
| 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 |
| Aventura Private Wealth, LLC | 1,909 | $95.5K | 0.04% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 1,800 | $90.0K | 0.07% | 00.0% | Unchanged |
| Resources Management Corp | 1,780 | $89.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,777 | $88.9K | 0.00% | −107−5.7% | Reduced |
| Harbour Investments, Inc. | 1,653 | $82.7K | 0.00% | +1,123+211.9% | Added |
| Global Retirement Partners, LLC | 1,633 | $81.7K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 1,601 | $80.1K | 0.00% | +1,601 | New |
| Front Row Advisors LLC | 1,350 | $67.5K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,313 | $65.7K | 0.01% | −66−4.8% | Reduced |
| 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 |
| Steward Partners Investment Advisory, LLC | 1,058 | $52.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,039 | $52.0K | 0.00% | −975−48.4% | Reduced |
| Independence Bank of Kentucky | 1,022 | $51.1K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 990 | $50.1K | 0.01% | +17+1.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 800 | $40.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 796 | $39.8K | 0.00% | +796 | New |
| Harbor Asset Planning, Inc. | 762 | $38.1K | 0.03% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 746 | $37.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 690 | $34.5K | 0.00% | +690 | New |
| GPS Wealth Strategies Group, LLC | 685 | $34.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 681 | $34.1K | 0.00% | +10+1.5% | Added |
| Private Trust Co NA | 650 | $32.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 641 | $32.0K | 0.00% | −686−51.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 626 | $31.3K | 0.00% | +626 | New |
| Root Financial Partners, LLC | 625 | $31.3K | 0.00% | +625 | New |
| Marshall & Sterling Wealth Advisors Inc. | 602 | $30.1K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 575 | $28.8K | 0.00% | −2−0.3% | Reduced |
| Longfellow Investment Management Co LLC | 574 | $28.7K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 560 | $28.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| CWM, LLC | 411 | $21.0K | 0.00% | +19+4.8% | Added |
| Private Wealth Asset Management, LLC | 406 | $20.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 400 | $20.0K | 0.00% | −960−70.6% | Reduced |
| Huntington National Bank | 331 | $16.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 330 | $16.5K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 310 | $15.5K | 0.00% | +44+16.5% | Added |
| Larson Financial Group LLC | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 281 | $14.1K | 0.01% | +20+7.7% | Added |
| Ronald Blue Trust, Inc. | 272 | $13.6K | 0.00% | +272 | New |
| Farmers & Merchants Investments Inc | 257 | $12.9K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 235 | $12.7K | 0.02% | +235 | New |
| Geneos Wealth Management Inc. | 237 | $11.8K | 0.00% | +4+1.7% | Added |
| Sunbelt Securities, Inc. | 231 | $11.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 220 | $11.0K | 0.00% | +220 | New |
| Armstrong Advisory Group, Inc | 215 | $10.7K | 0.00% | +4+1.9% | Added |
| Rossby Financial, LCC | 200 | $10.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 190 | $9.50K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 181 | $9.05K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 180 | $9.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 176 | $8.80K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 176 | $8.79K | 0.00% | +3+1.7% | Added |
| Boyd Watterson Asset Management LLC | 146 | $7.30K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 143 | $7.15K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 98 | $4.90K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 93 | $4.65K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 90 | $4.50K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 87 | $4.35K | 0.00% | −1,748−95.3% | Reduced |
| Bryn Mawr Trust Co | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 79 | $3.95K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 58 | $2.92K | 0.00% | −851−93.6% | Reduced |
| First Horizon Corp | 57 | $2.85K | 0.00% | +57 | New |
| Gables Capital Management Inc. | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 37 | $1.85K | 0.00% | −37−50.0% | Reduced |
| Rudius Management LP | 33 | $1.65K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 33 | $1.65K | 0.00% | 00.0% | Unchanged |
| 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 |