Sunoco LP

SUN

Exchange: NYSE
Industry: Petroleum Refining
SEC CIK: 0001552275

SEC filings (opens in a new tab)

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.

Q4 2025 vs. Q3 2025

How the institutions holding Sunoco LP changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of SUN: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Of which not filed for Q4 2025	Q4 2025	Change
Holders	274	5	276	+7
Shares	64.3M	59.2K	66.5M	+2.20M (+3.4%)
Value	$3.22B	$2.96M	$3.48B	+$268.5M (+8.4%)

5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (29)

Institutions that held Sunoco LP at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to SUN in Q4 2025
Institution	Shares	Value	% of portfolio
Susquehanna Portfolio Strategies, LLC	100,364	$5.26M	0.08%
BNP Paribas Arbitrage, SA	57,642	$3.02M	0.00%
Glenmede Trust Co NA	38,800	$2.03M	0.01%
TIG Advisors, LLC	35,100	$1.84M	0.09%
MidFirst Bank	30,500	$1.60M	0.13%
Bank of Montreal	21,422	$1.12M	0.00%
Colony Group, LLC	16,911	$886.4K	0.00%
EP Wealth Advisors, LLC	15,910	$833.9K	0.00%
Simplex Trading, LLC	15,199	$796.6K	0.02%
Pinnacle Financial Partners, Inc.	6,260	$328.1K	0.00%
Cerity Partners LLC	6,190	$324.4K	0.00%
Zinnia Wealth Advisory, LLC	6,122	$320.9K	0.35%
Diversified Trust Co	5,659	$296.6K	0.01%
Merit Financial Group, LLC	5,621	$294.6K	0.00%
Evoke Wealth, LLC	4,877	$255.6K	0.00%
Hilton Head Capital Partners, LLC	4,089	$214.3K	0.13%
Vivaldi Asset Management, LLC	3,858	$202.2K	0.01%
American National Bank	3,164	$165.8K	0.02%
Flagship Harbor Advisors, LLC	2,700	$141.5K	0.01%
Northwestern Mutual Wealth Management Co	1,814	$95.1K	0.00%
Cresta Advisors, Ltd.	1,222	$64.0K	0.03%
Brandywine Financial Group	750	$39.3K	0.09%
Keating Financial Advisory Services, Inc.	572	$30.0K	0.00%
Triumph Capital Management	500	$26.2K	0.01%
Abound Financial, LLC	120	$6.29K	0.00%
Basepoint Wealth LLC	106	$5.60K	0.00%
Tower Research Capital LLC (TRC)	53	$2.78K	0.00%
DV Trading LLC	5	$262	0.00%
Motiv8 Investments LLC	1	$0	0.00%

Sold out (22)

Institutions that held Sunoco LP at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of SUN in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Clearbridge Investments, LLC	662,929	$33.2M
ING Groep NV	93,100	$4.66M
Duff & Phelps Investment Management Co	91,000	$4.55M
Westwood Holdings Group Inc.	34,335	$1.72M
Finer Wealth Management, Inc.	30,780	$1.54M
Hudson Valley Investment Advisors Inc	12,000	$600.1K
Hilltop Holdings Inc.	11,802	$590.2K
Virtu Financial LLC	10,970	$549.0K
Jane Street Group, LLC	9,704	$485.3K
Capital Advisors Inc	5,872	$293.7K
XTX Topco Ltd	4,896	$244.8K
Citizens Financial Group Inc	4,639	$232.0K
Alpine Associates Management Inc.	4,457	$222.9K
Founders Financial Alliance, LLC	4,363	$218.2K
Crescent Grove Advisors, LLC	4,040	$202.0K
Advisory Services Network, LLC	2,685	$134.3K
Salem Investment Counselors Inc	2,666	$133.3K
Icon Wealth Advisors, LLC	2,574	$128.7K
Ameritas Advisory Services, LLC	2,104	$105.2K
Principal Securities, Inc.	641	$32.0K
Umb Bank N A	90	$4.50K
Global Wealth Strategies & Associates	33	$1.65K

Not filed for Q4 2025 yet (5)

Institutions that held Sunoco LP at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SUN in Q3 2025 that haven't filed for Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Glenmede Investment Management, LP	39,088	$1.95M
Wolverine Trading, LLC	10,523	$522.6K
L.M. Kohn & Company	5,400	$270.1K
Pinnacle Financial Partners Inc	4,000	$200.0K
Pineridge Advisors LLC	176	$8.79K