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 |
|---|---|---|---|---|---|
| Cascade Investment Group, Inc. | 22,780 | $1.19M | 0.80% | −1,495−6.2% | Reduced |
| Truist Financial Corp | 23,623 | $1.24M | 0.00% | +412+1.8% | Added |
| Rockefeller Capital Management L.P. | 25,356 | $1.33M | 0.00% | +6,722+36.1% | Added |
| Apollon Wealth Management, LLC | 25,444 | $1.33M | 0.02% | −1,138−4.3% | Reduced |
| Zurich Insurance Group Ltd | 27,200 | $1.43M | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 27,469 | $1.44M | 0.00% | +1,057+4.0% | Added |
| Cresset Asset Management, LLC | 27,525 | $1.44M | 0.01% | +7,716+39.0% | Added |
| ELCO Management Co., LLC | 27,780 | $1.46M | 0.92% | −50−0.2% | Reduced |
| Empirical Asset Management, LLC | 28,405 | $1.49M | 0.42% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 29,521 | $1.55M | 0.00% | +1,266+4.5% | Added |
| Stifel Financial Corp | 30,078 | $1.58M | 0.00% | −162−0.5% | Reduced |
| MidFirst Bank | 30,500 | $1.60M | 0.13% | +30,500 | New |
| Van Eck Associates Corp | 31,545 | $1.65M | 0.00% | +1,290+4.3% | Added |
| HRT Financial LP | 32,508 | $1.70M | 0.01% | −98,828−75.2% | Reduced |
| TIG Advisors, LLC | 35,100 | $1.84M | 0.09% | +35,100 | New |
| Park Circle Co | 36,350 | $1.91M | 1.72% | 00.0% | Unchanged |
| Creative Planning | 38,262 | $2.01M | 0.00% | +915+2.4% | Added |
| Gilman Hill Asset Management, LLC | 38,674 | $2.03M | 0.32% | +1,045+2.8% | Added |
| Glenmede Trust Co NA | 38,800 | $2.03M | 0.01% | +38,800 | New |
| Barnett & Company, Inc. | 39,583 | $2.07M | 1.67% | −2,500−5.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 39,841 | $2.10M | 0.00% | −1,127−2.8% | Reduced |
| Captrust Financial Advisors | 40,309 | $2.11M | 0.00% | −773−1.9% | Reduced |
| Pinnacle Holdings, LLC | 41,051 | $2.15M | 0.73% | −399−1.0% | Reduced |
| Ameriprise Financial Inc | 41,330 | $2.17M | 0.00% | +182+0.4% | Added |
| Sovereign Investment Advisors, LLC | 41,400 | $2.17M | 0.54% | −2,122−4.9% | Reduced |
| IMC-Chicago, LLC | 45,818 | $2.40M | 0.04% | +7,567+19.8% | Added |
| Advisor Group Holdings, Inc. | 47,744 | $2.50M | 0.00% | −20,160−29.7% | Reduced |
| Mariner, LLC | 47,852 | $2.51M | 0.00% | −3,325−6.5% | Reduced |
| Envestnet Asset Management Inc | 48,088 | $2.52M | 0.00% | +13,254+38.0% | Added |
| Whittier Trust Co of Nevada Inc | 50,730 | $2.67M | 0.06% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 54,322 | $2.85M | 0.05% | +2,365+4.6% | Added |
| Cetera Investment Advisers | 54,349 | $2.85M | 0.00% | +2,931+5.7% | Added |
| First Trust Advisors LP | 56,418 | $2.96M | 0.00% | −243−0.4% | Reduced |
| BNP Paribas Arbitrage, SA | 57,642 | $3.02M | 0.00% | +57,642 | New |
| J.W. Cole Advisors, Inc. | 61,326 | $3.20M | 0.08% | −1,709−2.7% | Reduced |
| Waldron Private Wealth LLC | 71,000 | $3.72M | 0.15% | 00.0% | Unchanged |
| Summit Financial, LLC | 93,206 | $4.88M | 0.07% | +260.0% | Added |
| Susquehanna Portfolio Strategies, LLC | 100,364 | $5.26M | 0.08% | +100,364 | New |
| Susquehanna International Group, LLP | 114,594 | $6.01M | 0.01% | +13,676+13.6% | Added |
| Allianz Asset Management GmbH | 117,800 | $6.17M | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 125,451 | $6.57M | 0.05% | +49,796+65.8% | Added |
| Exchange Traded Concepts, LLC | 126,679 | $6.64M | 0.06% | +18,123+16.7% | Added |
| Sanctuary Advisors, LLC | 129,310 | $6.78M | 0.04% | −3,084−2.3% | Reduced |
| Texas Yale Capital Corp. | 130,696 | $6.85M | 0.21% | +8,980+7.4% | Added |
| CIBC Private Wealth Group, LLC | 142,135 | $7.45M | 0.01% | +80+0.1% | Added |
| Hennessy Advisors Inc | 145,100 | $7.60M | 0.27% | −9,400−6.1% | Reduced |
| Bank of America Corp | 155,020 | $8.12M | 0.00% | +57,989+59.8% | Added |
| Kercheville Advisors, LLC | 154,083 | $8.78M | 2.30% | +10.0% | Added |
| TCG Advisory Services, LLC | 170,371 | $8.93M | 0.24% | −763−0.4% | Reduced |
| Royal Bank of Canada | 177,668 | $9.31M | 0.00% | −2,547−1.4% | Reduced |
| LPL Financial LLC | 179,123 | $9.39M | 0.00% | −17,206−8.8% | Reduced |
| Wells Fargo & Company | 201,360 | $10.6M | 0.00% | +40,806+25.4% | Added |
| Citigroup Inc | 206,856 | $10.8M | 0.01% | −38,694−15.8% | Reduced |
| Chickasaw Capital Management LLC | 227,298 | $11.9M | 0.49% | −1,131−0.5% | Reduced |
| Walnut Private Equity Partners, LLC | 242,100 | $12.7M | 7.38% | 00.0% | Unchanged |
| Raymond James Financial Inc | 382,521 | $20.0M | 0.01% | +462+0.1% | Added |
| Adams Asset Advisors, LLC | 571,547 | $30.0M | 3.94% | 00.0% | Unchanged |
| Barclays PLC | 582,140 | $30.5M | 0.01% | −11,830−2.0% | Reduced |
| Neuberger Berman Group LLC | 588,129 | $30.8M | 0.02% | −125,174−17.5% | Reduced |
| Bowen Hanes & Co Inc | 600,000 | $31.4M | 0.79% | 00.0% | Unchanged |
| Fractal Investments LLC | 616,542 | $32.3M | 4.51% | 00.0% | Unchanged |
| Recurrent Investment Advisors LLC | 678,623 | $35.6M | 2.63% | −255,514−27.4% | Reduced |
| Miller Howard Investments Inc | 689,269 | $36.1M | 1.09% | −5,611−0.8% | Reduced |
| Infrastructure Capital Advisors, LLC | 725,366 | $38.0M | 4.19% | +76,939+11.9% | Added |
| Tortoise Capital Advisors, L.L.C. | 800,665 | $42.0M | 0.53% | −656,237−45.0% | Reduced |
| UBS Group AG | 966,882 | $50.7M | 0.01% | −63,124−6.1% | Reduced |
| Cooperman Leon G | 1,620,000 | $84.9M | 2.82% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,626,278 | $85.2M | 0.01% | +1,182,662+266.6% | Added |
| Morgan Stanley | 1,639,420 | $85.9M | 0.01% | +617,700+60.5% | Added |
| FMR LLC | 1,848,337 | $96.9M | 0.00% | +1,482,707+405.5% | Added |
| Energy Income Partners, LLC | 1,955,895 | $102.5M | 1.86% | +39,037+2.0% | Added |
| Blackstone Group Inc. | 2,434,594 | $127.6M | 0.55% | +550,618+29.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,081,035 | $161.5M | 0.24% | −98,467−3.1% | Reduced |
| Goldman Sachs Group Inc | 5,861,688 | $307.2M | 0.04% | −534,026−8.3% | Reduced |
| Invesco Ltd. | 8,846,679 | $463.7M | 0.04% | −144,630−1.6% | Reduced |
| Alps Advisors Inc | 24,856,265 | $1.30B | 7.59% | +766,781+3.2% | Added |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −662,929−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −93,100−100.0% | Sold out |
| Duff & Phelps Investment Management Co | 0 | $0 | 0.00% | −91,000−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −34,335−100.0% | Sold out |
| Finer Wealth Management, Inc. | 0 | $0 | 0.00% | −30,780−100.0% | Sold out |
| Hudson Valley Investment Advisors Inc | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −11,802−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,970−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −9,704−100.0% | Sold out |
| Capital Advisors Inc | 0 | $0 | 0.00% | −5,872−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,896−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −4,639−100.0% | Sold out |
| Alpine Associates Management Inc. | 0 | $0 | 0.00% | −4,457−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −4,363−100.0% | Sold out |
| Crescent Grove Advisors, LLC | 0 | $0 | 0.00% | −4,040−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,685−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −2,666−100.0% | Sold out |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,574−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −2,104−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −641−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |