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, Q4 2025
Institutional positions in Sunoco LP as of Dec 31, 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
- 276
- +7 vs. Q3 2025
- Shares held
- 66.5M
- +2.20M (+3.4%) vs. Q3 2025
- Total value
- $3.48B
- +$268.5M (+8.4%) vs. Q3 2025
- New holders
- 29
- 79 more added
- Sold out
- 22
- 74 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alps Advisors Inc | 24,856,265 | $1.30B | 7.59% | +766,781+3.2% | Added |
| Invesco Ltd. | 8,846,679 | $463.7M | 0.04% | −144,630−1.6% | Reduced |
| Goldman Sachs Group Inc | 5,861,688 | $307.2M | 0.04% | −534,026−8.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,081,035 | $161.5M | 0.24% | −98,467−3.1% | Reduced |
| Blackstone Group Inc. | 2,434,594 | $127.6M | 0.55% | +550,618+29.2% | Added |
| Energy Income Partners, LLC | 1,955,895 | $102.5M | 1.86% | +39,037+2.0% | Added |
| FMR LLC | 1,848,337 | $96.9M | 0.00% | +1,482,707+405.5% | Added |
| Morgan Stanley | 1,639,420 | $85.9M | 0.01% | +617,700+60.5% | Added |
| JPMorgan Chase & Co | 1,626,278 | $85.2M | 0.01% | +1,182,662+266.6% | Added |
| Cooperman Leon G | 1,620,000 | $84.9M | 2.82% | 00.0% | Unchanged |
| UBS Group AG | 966,882 | $50.7M | 0.01% | −63,124−6.1% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 800,665 | $42.0M | 0.53% | −656,237−45.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 725,366 | $38.0M | 4.19% | +76,939+11.9% | Added |
| Miller Howard Investments Inc | 689,269 | $36.1M | 1.09% | −5,611−0.8% | Reduced |
| Recurrent Investment Advisors LLC | 678,623 | $35.6M | 2.63% | −255,514−27.4% | Reduced |
| Fractal Investments LLC | 616,542 | $32.3M | 4.51% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 600,000 | $31.4M | 0.79% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 588,129 | $30.8M | 0.02% | −125,174−17.5% | Reduced |
| Barclays PLC | 582,140 | $30.5M | 0.01% | −11,830−2.0% | Reduced |
| Adams Asset Advisors, LLC | 571,547 | $30.0M | 3.94% | 00.0% | Unchanged |
| Raymond James Financial Inc | 382,521 | $20.0M | 0.01% | +462+0.1% | Added |
| Walnut Private Equity Partners, LLC | 242,100 | $12.7M | 7.38% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 227,298 | $11.9M | 0.49% | −1,131−0.5% | Reduced |
| Citigroup Inc | 206,856 | $10.8M | 0.01% | −38,694−15.8% | Reduced |
| Wells Fargo & Company | 201,360 | $10.6M | 0.00% | +40,806+25.4% | Added |
| LPL Financial LLC | 179,123 | $9.39M | 0.00% | −17,206−8.8% | Reduced |
| Royal Bank of Canada | 177,668 | $9.31M | 0.00% | −2,547−1.4% | Reduced |
| TCG Advisory Services, LLC | 170,371 | $8.93M | 0.24% | −763−0.4% | Reduced |
| Kercheville Advisors, LLC | 154,083 | $8.78M | 2.30% | +10.0% | Added |
| Bank of America Corp | 155,020 | $8.12M | 0.00% | +57,989+59.8% | Added |
| Hennessy Advisors Inc | 145,100 | $7.60M | 0.27% | −9,400−6.1% | Reduced |
| CIBC Private Wealth Group, LLC | 142,135 | $7.45M | 0.01% | +80+0.1% | Added |
| Texas Yale Capital Corp. | 130,696 | $6.85M | 0.21% | +8,980+7.4% | Added |
| Sanctuary Advisors, LLC | 129,310 | $6.78M | 0.04% | −3,084−2.3% | Reduced |
| Exchange Traded Concepts, LLC | 126,679 | $6.64M | 0.06% | +18,123+16.7% | Added |
| Warren Averett Asset Management, LLC | 125,451 | $6.57M | 0.05% | +49,796+65.8% | Added |
| Allianz Asset Management GmbH | 117,800 | $6.17M | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 114,594 | $6.01M | 0.01% | +13,676+13.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 100,364 | $5.26M | 0.08% | +100,364 | New |
| Summit Financial, LLC | 93,206 | $4.88M | 0.07% | +260.0% | Added |
| Waldron Private Wealth LLC | 71,000 | $3.72M | 0.15% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 61,326 | $3.20M | 0.08% | −1,709−2.7% | Reduced |
| BNP Paribas Arbitrage, SA | 57,642 | $3.02M | 0.00% | +57,642 | New |
| First Trust Advisors LP | 56,418 | $2.96M | 0.00% | −243−0.4% | Reduced |
| Cetera Investment Advisers | 54,349 | $2.85M | 0.00% | +2,931+5.7% | Added |
| Advisors Asset Management, Inc. | 54,322 | $2.85M | 0.05% | +2,365+4.6% | Added |
| Whittier Trust Co of Nevada Inc | 50,730 | $2.67M | 0.06% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 48,088 | $2.52M | 0.00% | +13,254+38.0% | Added |
| Mariner, LLC | 47,852 | $2.51M | 0.00% | −3,325−6.5% | Reduced |
| Advisor Group Holdings, Inc. | 47,744 | $2.50M | 0.00% | −20,160−29.7% | Reduced |
| IMC-Chicago, LLC | 45,818 | $2.40M | 0.04% | +7,567+19.8% | Added |
| Sovereign Investment Advisors, LLC | 41,400 | $2.17M | 0.54% | −2,122−4.9% | Reduced |
| Ameriprise Financial Inc | 41,330 | $2.17M | 0.00% | +182+0.4% | Added |
| Pinnacle Holdings, LLC | 41,051 | $2.15M | 0.73% | −399−1.0% | Reduced |
| Captrust Financial Advisors | 40,309 | $2.11M | 0.00% | −773−1.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 39,841 | $2.10M | 0.00% | −1,127−2.8% | Reduced |
| Barnett & Company, Inc. | 39,583 | $2.07M | 1.67% | −2,500−5.9% | Reduced |
| Glenmede Trust Co NA | 38,800 | $2.03M | 0.01% | +38,800 | New |
| Gilman Hill Asset Management, LLC | 38,674 | $2.03M | 0.32% | +1,045+2.8% | Added |
| Creative Planning | 38,262 | $2.01M | 0.00% | +915+2.4% | Added |
| Park Circle Co | 36,350 | $1.91M | 1.72% | 00.0% | Unchanged |
| TIG Advisors, LLC | 35,100 | $1.84M | 0.09% | +35,100 | New |
| HRT Financial LP | 32,508 | $1.70M | 0.01% | −98,828−75.2% | Reduced |
| Van Eck Associates Corp | 31,545 | $1.65M | 0.00% | +1,290+4.3% | Added |
| MidFirst Bank | 30,500 | $1.60M | 0.13% | +30,500 | New |
| Stifel Financial Corp | 30,078 | $1.58M | 0.00% | −162−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 29,521 | $1.55M | 0.00% | +1,266+4.5% | Added |
| Empirical Asset Management, LLC | 28,405 | $1.49M | 0.42% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 27,780 | $1.46M | 0.92% | −50−0.2% | Reduced |
| Cresset Asset Management, LLC | 27,525 | $1.44M | 0.01% | +7,716+39.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 27,469 | $1.44M | 0.00% | +1,057+4.0% | Added |
| Zurich Insurance Group Ltd | 27,200 | $1.43M | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 25,444 | $1.33M | 0.02% | −1,138−4.3% | Reduced |
| Rockefeller Capital Management L.P. | 25,356 | $1.33M | 0.00% | +6,722+36.1% | Added |
| Truist Financial Corp | 23,623 | $1.24M | 0.00% | +412+1.8% | Added |
| Cascade Investment Group, Inc. | 22,780 | $1.19M | 0.80% | −1,495−6.2% | Reduced |
| Bank of Montreal | 21,422 | $1.12M | 0.00% | +21,422 | New |
| Private Advisor Group, LLC | 21,164 | $1.11M | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 20,763 | $1.09M | 0.21% | +1,275+6.5% | Added |
| HighTower Advisors, LLC | 20,571 | $1.08M | 0.00% | −1,838−8.2% | Reduced |
| American Financial Group Inc | 20,000 | $1.05M | 0.38% | 00.0% | Unchanged |
| US Bancorp | 18,984 | $995.0K | 0.00% | −40−0.2% | Reduced |
| Focus Financial Network, Inc. | 18,790 | $984.8K | 0.03% | −901−4.6% | Reduced |
| Kestra Advisory Services, LLC | 17,795 | $932.6K | 0.00% | −1,188−6.3% | Reduced |
| BlackRock, Inc. | 17,057 | $894.0K | 0.00% | +134+0.8% | Added |
| Colony Group, LLC | 16,911 | $886.4K | 0.00% | +16,911 | New |
| Cary Street Partners Financial LLC | 16,569 | $868.4K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 16,350 | $856.9K | 0.00% | +450+2.8% | Added |
| EP Wealth Advisors, LLC | 15,910 | $833.9K | 0.00% | +15,910 | New |
| Baird Financial Group, Inc. | 15,848 | $830.6K | 0.00% | −18−0.1% | Reduced |
| McDonald Partners LLC | 15,300 | $801.9K | 0.25% | +94+0.6% | Added |
| Simplex Trading, LLC | 15,199 | $796.6K | 0.02% | +15,199 | New |
| Linscomb & Williams, Inc. | 14,740 | $772.5K | 0.03% | 00.0% | Unchanged |
| Castleark Management LLC | 14,450 | $757.3K | 0.02% | −13,390−48.1% | Reduced |
| CAPROCK Group, Inc. | 14,426 | $756.1K | 0.02% | −7,104−33.0% | Reduced |
| We Are One Seven, LLC | 14,333 | $751.2K | 0.02% | −964−6.3% | Reduced |
| Quad-Cities Investment Group, LLC | 14,159 | $742.1K | 0.31% | +541+4.0% | Added |
| M&T Bank Corp | 13,106 | $686.9K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 13,000 | $681.0K | 0.00% | −833−6.0% | Reduced |
| Sigma Planning Corp | 12,972 | $679.9K | 0.02% | −956−6.9% | Reduced |