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 |
|---|---|---|---|---|---|
| Bridges Investment Management Inc | 4,927 | $258.2K | 0.00% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 4,933 | $258.5K | 0.05% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 4,983 | $261.2K | 0.01% | −1,178−19.1% | Reduced |
| Ulland Investment Advisors, LLC | 5,000 | $262.0K | 0.21% | +3,000+150.0% | Added |
| Allworth Financial LP | 5,140 | $269.4K | 0.00% | −252−4.7% | Reduced |
| Arkadios Wealth Advisors | 5,158 | $270.3K | 0.01% | −2,294−30.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,233 | $274.2K | 0.02% | −529−9.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,394 | $282.7K | 0.01% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 5,475 | $286.9K | 0.12% | +1,093+24.9% | Added |
| Clark Capital Management Group, Inc. | 5,500 | $288.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4,957 | $289.7K | 0.05% | +4,899+8,446.6% | Added |
| Wealth Alliance | 5,536 | $290.1K | 0.03% | −14−0.3% | Reduced |
| IFG Advisory, LLC | 5,595 | $293.2K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 5,621 | $294.6K | 0.00% | +5,621 | New |
| MAI Capital Management | 5,645 | $295.9K | 0.00% | −72−1.3% | Reduced |
| Diversified Trust Co | 5,659 | $296.6K | 0.01% | +5,659 | New |
| Basso Capital Management, L.P. | 5,680 | $297.7K | 0.18% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5,684 | $297.9K | 0.04% | +49+0.9% | Added |
| PFG Investments, LLC | 5,701 | $298.8K | 0.01% | +15+0.3% | Added |
| XML Financial, LLC | 5,728 | $300.2K | 0.02% | −3,211−35.9% | Reduced |
| RMB Capital Management, LLC | 5,828 | $305.4K | 0.01% | +999+20.7% | Added |
| Wedbush Securities Inc | 5,939 | $311.0K | 0.01% | +548+10.2% | Added |
| Bank of New York Mellon Corp | 5,942 | $311.4K | 0.00% | −1,898−24.2% | Reduced |
| Abel Hall, LLC | 6,000 | $314.5K | 0.07% | 00.0% | Unchanged |
| Zinnia Wealth Advisory, LLC | 6,122 | $320.9K | 0.35% | +6,122 | New |
| King Luther Capital Management Corp | 6,143 | $322.0K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 6,154 | $322.5K | 0.02% | +4,553+284.4% | Added |
| Cerity Partners LLC | 6,190 | $324.4K | 0.00% | +6,190 | New |
| Pinnacle Financial Partners, Inc. | 6,260 | $328.1K | 0.00% | +6,260 | New |
| Concurrent Investment Advisors, LLC | 6,348 | $332.7K | 0.00% | +2,095+49.3% | Added |
| Avid Wealth Partners LLC | 6,398 | $335.3K | 0.16% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 6,426 | $336.8K | 0.00% | −6−0.1% | Reduced |
| Avidian Wealth Solutions, LLC | 6,570 | $344.3K | 0.01% | −239−3.5% | Reduced |
| Sittner & Nelson, LLC | 6,000 | $345.6K | 0.12% | +1,000+20.0% | Added |
| Independent Financial Group, LLC | 6,651 | $348.6K | 0.01% | +1,278+23.8% | Added |
| Cary Street Partner Investment Advisory LLC | 6,796 | $356.2K | 0.10% | 00.0% | Unchanged |
| Independent Advisor Alliance | 6,839 | $358.4K | 0.01% | −665−8.9% | Reduced |
| WealthPLAN Partners, LLC | 6,873 | $360.2K | 0.05% | −353−4.9% | Reduced |
| Mercer Global Advisors Inc | 6,908 | $362.1K | 0.00% | +7+0.1% | Added |
| Green Square Capital Advisors LLC | 7,038 | $368.9K | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7,145 | $374.5K | 0.00% | −500−6.5% | Reduced |
| Oppenheimer & Co Inc | 7,396 | $387.6K | 0.01% | −70−0.9% | Reduced |
| CI Private Wealth, LLC | 7,467 | $391.3K | 0.00% | −7,538−50.2% | Reduced |
| Midwest Trust Co | 7,595 | $398.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 7,628 | $399.7K | 0.00% | +548+7.7% | Added |
| Benjamin Edwards Inc | 7,893 | $413.7K | 0.00% | +153+2.0% | Added |
| Uhlmann Price Securities, LLC | 8,020 | $420.3K | 0.25% | −1,016−11.2% | Reduced |
| United Advisor Group, LLC | 8,093 | $424.2K | 0.05% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 8,190 | $429.3K | 0.00% | +1,493+22.3% | Added |
| SFMG, LLC | 8,200 | $429.8K | 0.03% | +2,000+32.3% | Added |
| Cohen Capital Management, Inc. | 8,210 | $430.3K | 0.06% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 8,470 | $443.9K | 0.00% | +1,087+14.7% | Added |
| Spirit of America Management Corp | 8,500 | $445.5K | 0.09% | −4,500−34.6% | Reduced |
| Pensionmark Financial Group, LLC | 8,563 | $448.8K | 0.01% | +4,143+93.7% | Added |
| Cypress Capital Group | 8,620 | $451.8K | 0.05% | 00.0% | Unchanged |
| PSI Advisors, LLC | 8,892 | $466.0K | 0.12% | −139−1.5% | Reduced |
| Davidson Trust Co | 9,000 | $471.7K | 0.20% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 9,184 | $481.4K | 0.01% | −173−1.8% | Reduced |
| Baker Avenue Asset Management, LP | 9,191 | $481.7K | 0.01% | −809−8.1% | Reduced |
| National Asset Management, Inc. | 9,419 | $493.6K | 0.02% | +122+1.3% | Added |
| Kingsview Wealth Management, LLC | 9,720 | $509.4K | 0.01% | +205+2.2% | Added |
| Journey Strategic Wealth LLC | 9,758 | $511.4K | 0.01% | −515−5.0% | Reduced |
| Baldwin Brothers Inc | 9,860 | $516.8K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 9,963 | $522.2K | 0.04% | +61+0.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,059 | $527.2K | 0.01% | +32+0.3% | Added |
| MML Investors Services, LLC | 10,464 | $548.4K | 0.00% | −2,894−21.7% | Reduced |
| Oxbow Advisors, LLC | 10,595 | $555.3K | 0.05% | 00.0% | Unchanged |
| DRW Securities, LLC | 10,597 | $555.4K | 0.04% | −667−5.9% | Reduced |
| IHT Wealth Management, LLC | 10,602 | $555.7K | 0.01% | +50+0.5% | Added |
| Quantinno Capital Management LP | 10,656 | $558.5K | 0.00% | +1,165+12.3% | Added |
| Brown Advisory Inc | 10,974 | $575.2K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 11,064 | $579.8K | 0.01% | +1,093+11.0% | Added |
| International Assets Investment Management, LLC | 11,138 | $583.7K | 0.04% | +77+0.7% | Added |
| Moors & Cabot, Inc. | 11,624 | $609.2K | 0.03% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 11,745 | $615.6K | 0.42% | 00.0% | Unchanged |
| Bokf, NA | 12,183 | $638.5K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 12,972 | $679.9K | 0.02% | −956−6.9% | Reduced |
| Janney Montgomery Scott LLC | 13,000 | $681.0K | 0.00% | −833−6.0% | Reduced |
| M&T Bank Corp | 13,106 | $686.9K | 0.00% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 14,159 | $742.1K | 0.31% | +541+4.0% | Added |
| We Are One Seven, LLC | 14,333 | $751.2K | 0.02% | −964−6.3% | Reduced |
| CAPROCK Group, Inc. | 14,426 | $756.1K | 0.02% | −7,104−33.0% | Reduced |
| Castleark Management LLC | 14,450 | $757.3K | 0.02% | −13,390−48.1% | Reduced |
| Linscomb & Williams, Inc. | 14,740 | $772.5K | 0.03% | 00.0% | Unchanged |
| Simplex Trading, LLC | 15,199 | $796.6K | 0.02% | +15,199 | New |
| McDonald Partners LLC | 15,300 | $801.9K | 0.25% | +94+0.6% | Added |
| Baird Financial Group, Inc. | 15,848 | $830.6K | 0.00% | −18−0.1% | Reduced |
| EP Wealth Advisors, LLC | 15,910 | $833.9K | 0.00% | +15,910 | New |
| The PNC Financial Services Group, Inc. | 16,350 | $856.9K | 0.00% | +450+2.8% | Added |
| Cary Street Partners Financial LLC | 16,569 | $868.4K | 0.02% | 00.0% | Unchanged |
| Colony Group, LLC | 16,911 | $886.4K | 0.00% | +16,911 | New |
| BlackRock, Inc. | 17,057 | $894.0K | 0.00% | +134+0.8% | Added |
| Kestra Advisory Services, LLC | 17,795 | $932.6K | 0.00% | −1,188−6.3% | Reduced |
| Focus Financial Network, Inc. | 18,790 | $984.8K | 0.03% | −901−4.6% | Reduced |
| US Bancorp | 18,984 | $995.0K | 0.00% | −40−0.2% | Reduced |
| American Financial Group Inc | 20,000 | $1.05M | 0.38% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 20,571 | $1.08M | 0.00% | −1,838−8.2% | Reduced |
| Dividend Assets Capital, LLC | 20,763 | $1.09M | 0.21% | +1,275+6.5% | Added |
| Private Advisor Group, LLC | 21,164 | $1.11M | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 21,422 | $1.12M | 0.00% | +21,422 | New |