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 |
|---|---|---|---|---|---|
| Motiv8 Investments LLC | 1 | $0 | 0.00% | +1 | New |
| DV Trading LLC | 5 | $262 | 0.00% | +5 | New |
| Rudius Management LP | 33 | $1.73K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 37 | $1.94K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 40 | $2.10K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 53 | $2.78K | 0.00% | +53 | New |
| First Horizon Corp | 57 | $2.99K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 79 | $4.14K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 80 | $4.19K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 80 | $4.19K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 93 | $4.87K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 98 | $5.14K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $5.24K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 106 | $5.60K | 0.00% | +106 | New |
| SRS Capital Advisors, Inc. | 110 | $5.78K | 0.00% | −110−50.0% | Reduced |
| Abound Financial, LLC | 120 | $6.29K | 0.00% | +120 | New |
| Boyd Watterson Asset Management LLC | 146 | $7.65K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 176 | $9.22K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 180 | $9.43K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 181 | $9.49K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 188 | $9.85K | 0.00% | +101+116.1% | Added |
| Assetmark, Inc | 190 | $9.96K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 200 | $10.5K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 218 | $11.4K | 0.00% | +3+1.4% | Added |
| Sunbelt Securities, Inc. | 231 | $12.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 241 | $12.6K | 0.00% | +4+1.7% | Added |
| Farmers & Merchants Investments Inc | 257 | $13.5K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 235 | $13.6K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 268 | $14.0K | 0.00% | −4−1.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 275 | $14.4K | 0.01% | −410−59.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 281 | $14.7K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 291 | $15.3K | 0.00% | −19−6.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 330 | $17.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 331 | $17.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 400 | $21.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 406 | $21.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 455 | $24.0K | 0.00% | +44+10.7% | Added |
| CNB Bank | 500 | $26.2K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $26.2K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 500 | $26.2K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 500 | $26.2K | 0.01% | +500 | New |
| Central Trust Co | 560 | $29.4K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 572 | $30.0K | 0.00% | +572 | New |
| Longfellow Investment Management Co LLC | 574 | $30.1K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 575 | $30.1K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 602 | $31.6K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 625 | $32.8K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 626 | $32.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 650 | $34.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 690 | $36.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 692 | $36.3K | 0.00% | +11+1.6% | Added |
| Brandywine Financial Group | 750 | $39.3K | 0.09% | +750 | New |
| Harbor Asset Planning, Inc. | 762 | $39.9K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 796 | $41.7K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 800 | $41.9K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 853 | $44.7K | 0.01% | +710+496.5% | Added |
| Key Financial Inc | 1,007 | $52.8K | 0.01% | +17+1.7% | Added |
| Independence Bank of Kentucky | 1,022 | $53.6K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,124 | $58.9K | 0.00% | +85+8.2% | Added |
| Johnson Financial Group, Inc. | 1,200 | $62.9K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,200 | $62.9K | 0.01% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 1,222 | $64.0K | 0.03% | +1,222 | New |
| Parkside Financial Bank & Trust | 1,313 | $68.8K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,350 | $70.8K | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,569 | $82.2K | 0.00% | +823+110.3% | Added |
| Harbour Investments, Inc. | 1,653 | $86.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,710 | $89.6K | 0.00% | +77+4.7% | Added |
| Resources Management Corp | 1,780 | $93.0K | 0.01% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 1,800 | $94.3K | 0.08% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,814 | $95.1K | 0.00% | +1,814 | New |
| Aventura Private Wealth, LLC | 1,909 | $100.1K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $105.0K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,208 | $115.7K | 0.00% | +1,908+636.0% | Added |
| Caitlin John, LLC | 2,405 | $126.0K | 0.08% | +5+0.2% | Added |
| EverSource Wealth Advisors, LLC | 2,477 | $129.8K | 0.00% | +700+39.4% | Added |
| Flagship Harbor Advisors, LLC | 2,700 | $141.5K | 0.01% | +2,700 | New |
| Steward Partners Investment Advisory, LLC | 2,713 | $142.2K | 0.00% | +1,655+156.4% | Added |
| Anchor Investment Management, LLC | 3,000 | $157.2K | 0.01% | 00.0% | Unchanged |
| American National Bank | 3,164 | $165.8K | 0.02% | +3,164 | New |
| Clearstead Advisors, LLC | 3,736 | $195.8K | 0.00% | 00.0% | Unchanged |
| Vivaldi Asset Management, LLC | 3,858 | $202.2K | 0.01% | +3,858 | New |
| Hilton Head Capital Partners, LLC | 4,089 | $214.3K | 0.13% | +4,089 | New |
| Ethos Financial Group, LLC | 4,142 | $217.1K | 0.02% | 00.0% | Unchanged |
| Strategic Advocates LLC | 4,176 | $219.3K | 0.06% | −1,492−26.3% | Reduced |
| Farther Finance Advisors, LLC | 4,190 | $219.6K | 0.00% | −2,028−32.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 4,253 | $222.9K | 0.04% | +4+0.1% | Added |
| Newbridge Financial Services Group, Inc. | 4,257 | $223.1K | 0.03% | +7+0.2% | Added |
| Lee Financial Co | 4,324 | $226.6K | 0.03% | −21,381−83.2% | Reduced |
| Northern Trust Corp | 4,343 | $227.6K | 0.00% | +69+1.6% | Added |
| D.A. Davidson & Co. | 4,348 | $227.9K | 0.00% | −283−6.1% | Reduced |
| Virtus ETF Advisers LLC | 4,380 | $229.6K | 0.11% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 4,384 | $229.8K | 0.04% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 4,439 | $232.6K | 0.00% | −183−4.0% | Reduced |
| Monticello Wealth Management, LLC | 4,508 | $236.3K | 0.02% | −204−4.3% | Reduced |
| Whitener Capital Management, Inc. | 4,538 | $237.8K | 0.05% | +3+0.1% | Added |
| HighPoint Advisor Group LLC | 4,584 | $240.2K | 0.01% | −1,000−17.9% | Reduced |
| Riverchase Wealth Management, LLC | 4,679 | $245.2K | 0.13% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 4,711 | $246.9K | 0.05% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4,877 | $255.6K | 0.00% | +4,877 | New |
| Willis Investment Counsel | 4,883 | $255.9K | 0.01% | 00.0% | Unchanged |