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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2025: 276 institutions
Q1 2021: 134 institutionsQ2 2021: 148 institutionsQ3 2021: 146 institutionsQ4 2021: 161 institutionsQ1 2022: 170 institutionsQ2 2022: 168 institutionsQ3 2022: 169 institutionsQ4 2022: 179 institutionsQ1 2023: 182 institutionsQ2 2023: 189 institutionsQ3 2023: 188 institutionsQ4 2023: 211 institutionsQ1 2024: 211 institutionsQ2 2024: 275 institutionsQ3 2024: 276 institutionsQ4 2024: 270 institutionsQ1 2025: 293 institutionsQ2 2025: 282 institutionsQ3 2025: 274 institutionsQ4 2025: 276 institutionsQ1 2026: 297 institutionsQ2 2026: 304 institutions
Value heldQ4 2025: $3.48B
Q1 2021: $672.2MQ2 2021: $714.8MQ3 2021: $673.1MQ4 2021: $714.3MQ1 2022: $714.4MQ2 2022: $635.0MQ3 2022: $641.0MQ4 2022: $757.6MQ1 2023: $793.1MQ2 2023: $781.1MQ3 2023: $950.1MQ4 2023: $1.47BQ1 2024: $1.27BQ2 2024: $3.31BQ3 2024: $3.13BQ4 2024: $3.12BQ1 2025: $3.57BQ2 2025: $3.41BQ3 2025: $3.22BQ4 2025: $3.48BQ1 2026: $4.39BQ2 2026: $4.51B
Institutions holding SUN and their total value by quarter
QuarterHoldersValue
Q2 2026304$4.51B
Q1 2026297$4.39B
Q4 2025276$3.48B
Q3 2025274$3.22B
Q2 2025282$3.41B
Q1 2025293$3.57B
Q4 2024270$3.12B
Q3 2024276$3.13B
Q2 2024275$3.31B
Q1 2024211$1.27B
Q4 2023211$1.47B
Q3 2023188$950.1M
Q2 2023189$781.1M
Q1 2023182$793.1M
Q4 2022179$757.6M
Q3 2022169$641.0M
Q2 2022168$635.0M
Q1 2022170$714.4M
Q4 2021161$714.3M
Q3 2021146$673.1M
Q2 2021148$714.8M
Q1 2021134$672.2M

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q3 2025.

Institutions holding SUN in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Bokf, NA12,183$638.5K0.01%00.0%Unchanged
M.E. Allison & Co., Inc.11,745$615.6K0.42%00.0%Unchanged
Moors & Cabot, Inc.11,624$609.2K0.03%00.0%Unchanged
International Assets Investment Management, LLC11,138$583.7K0.04%+77+0.7%Added
Wealthcare Advisory Partners LLC11,064$579.8K0.01%+1,093+11.0%Added
Brown Advisory Inc10,974$575.2K0.00%00.0%Unchanged
Quantinno Capital Management LP10,656$558.5K0.00%+1,165+12.3%Added
IHT Wealth Management, LLC10,602$555.7K0.01%+50+0.5%Added
DRW Securities, LLC10,597$555.4K0.04%−667−5.9%Reduced
Oxbow Advisors, LLC10,595$555.3K0.05%00.0%Unchanged
MML Investors Services, LLC10,464$548.4K0.00%−2,894−21.7%Reduced
U.S. Capital Wealth Advisors, LLC10,059$527.2K0.01%+32+0.3%Added
Tradition Wealth Management, LLC9,963$522.2K0.04%+61+0.6%Added
Baldwin Brothers Inc9,860$516.8K0.03%00.0%Unchanged
Journey Strategic Wealth LLC9,758$511.4K0.01%−515−5.0%Reduced
Kingsview Wealth Management, LLC9,720$509.4K0.01%+205+2.2%Added
National Asset Management, Inc.9,419$493.6K0.02%+122+1.3%Added
Baker Avenue Asset Management, LP9,191$481.7K0.01%−809−8.1%Reduced
Stratos Wealth Partners, LTD.9,184$481.4K0.01%−173−1.8%Reduced
Davidson Trust Co9,000$471.7K0.20%00.0%Unchanged
PSI Advisors, LLC8,892$466.0K0.12%−139−1.5%Reduced
Cypress Capital Group8,620$451.8K0.05%00.0%Unchanged
Pensionmark Financial Group, LLC8,563$448.8K0.01%+4,143+93.7%Added
Spirit of America Management Corp8,500$445.5K0.09%−4,500−34.6%Reduced
Jones Financial Companies LLLP8,470$443.9K0.00%+1,087+14.7%Added
Cohen Capital Management, Inc.8,210$430.3K0.06%00.0%Unchanged
SFMG, LLC8,200$429.8K0.03%+2,000+32.3%Added
Wiley Bros.-Aintree Capital, LLC8,190$429.3K0.00%+1,493+22.3%Added
United Advisor Group, LLC8,093$424.2K0.05%00.0%Unchanged
Uhlmann Price Securities, LLC8,020$420.3K0.25%−1,016−11.2%Reduced
Benjamin Edwards Inc7,893$413.7K0.00%+153+2.0%Added
GWM Advisors LLC7,628$399.7K0.00%+548+7.7%Added
Midwest Trust Co7,595$398.1K0.00%00.0%Unchanged
CI Private Wealth, LLC7,467$391.3K0.00%−7,538−50.2%Reduced
Oppenheimer & Co Inc7,396$387.6K0.01%−70−0.9%Reduced
Cullen/Frost Bankers, Inc.7,145$374.5K0.00%−500−6.5%Reduced
Green Square Capital Advisors LLC7,038$368.9K0.04%00.0%Unchanged
Mercer Global Advisors Inc6,908$362.1K0.00%+7+0.1%Added
WealthPLAN Partners, LLC6,873$360.2K0.05%−353−4.9%Reduced
Independent Advisor Alliance6,839$358.4K0.01%−665−8.9%Reduced
Cary Street Partner Investment Advisory LLC6,796$356.2K0.10%00.0%Unchanged
Independent Financial Group, LLC6,651$348.6K0.01%+1,278+23.8%Added
Sittner & Nelson, LLC6,000$345.6K0.12%+1,000+20.0%Added
Avidian Wealth Solutions, LLC6,570$344.3K0.01%−239−3.5%Reduced
Oppenheimer Asset Management Inc.6,426$336.8K0.00%−6−0.1%Reduced
Avid Wealth Partners LLC6,398$335.3K0.16%00.0%Unchanged
Concurrent Investment Advisors, LLC6,348$332.7K0.00%+2,095+49.3%Added
Pinnacle Financial Partners, Inc.6,260$328.1K0.00%+6,260New
Cerity Partners LLC6,190$324.4K0.00%+6,190New
CSS LLC6,154$322.5K0.02%+4,553+284.4%Added
King Luther Capital Management Corp6,143$322.0K0.00%00.0%Unchanged
Zinnia Wealth Advisory, LLC6,122$320.9K0.35%+6,122New
Abel Hall, LLC6,000$314.5K0.07%00.0%Unchanged
Bank of New York Mellon Corp5,942$311.4K0.00%−1,898−24.2%Reduced
Wedbush Securities Inc5,939$311.0K0.01%+548+10.2%Added
RMB Capital Management, LLC5,828$305.4K0.01%+999+20.7%Added
XML Financial, LLC5,728$300.2K0.02%−3,211−35.9%Reduced
PFG Investments, LLC5,701$298.8K0.01%+15+0.3%Added
Patriot Financial Group Insurance Agency, LLC5,684$297.9K0.04%+49+0.9%Added
Basso Capital Management, L.P.5,680$297.7K0.18%00.0%Unchanged
Diversified Trust Co5,659$296.6K0.01%+5,659New
MAI Capital Management5,645$295.9K0.00%−72−1.3%Reduced
Merit Financial Group, LLC5,621$294.6K0.00%+5,621New
IFG Advisory, LLC5,595$293.2K0.01%00.0%Unchanged
Wealth Alliance5,536$290.1K0.03%−14−0.3%Reduced
Cornerstone Planning Group LLC4,957$289.7K0.05%+4,899+8,446.6%Added
Clark Capital Management Group, Inc.5,500$288.3K0.00%00.0%Unchanged
Genesee Capital Advisors, LLC5,475$286.9K0.12%+1,093+24.9%Added
Carnegie Capital Asset Management, LLC5,394$282.7K0.01%00.0%Unchanged
Jaffetilchin Investment Partners, LLC5,233$274.2K0.02%−529−9.2%Reduced
Arkadios Wealth Advisors5,158$270.3K0.01%−2,294−30.8%Reduced
Allworth Financial LP5,140$269.4K0.00%−252−4.7%Reduced
Ulland Investment Advisors, LLC5,000$262.0K0.21%+3,000+150.0%Added
CWA Asset Management Group, LLC4,983$261.2K0.01%−1,178−19.1%Reduced
Garrett Wealth Advisory Group, LLC4,933$258.5K0.05%00.0%Unchanged
Bridges Investment Management Inc4,927$258.2K0.00%00.0%Unchanged
Willis Investment Counsel4,883$255.9K0.01%00.0%Unchanged
Evoke Wealth, LLC4,877$255.6K0.00%+4,877New
Crumly & Associates Inc.4,711$246.9K0.05%00.0%Unchanged
Riverchase Wealth Management, LLC4,679$245.2K0.13%00.0%Unchanged
HighPoint Advisor Group LLC4,584$240.2K0.01%−1,000−17.9%Reduced
Whitener Capital Management, Inc.4,538$237.8K0.05%+3+0.1%Added
Monticello Wealth Management, LLC4,508$236.3K0.02%−204−4.3%Reduced
Mutual Advisors, LLC4,439$232.6K0.00%−183−4.0%Reduced
Liberty Capital Management, Inc.4,384$229.8K0.04%00.0%Unchanged
Virtus ETF Advisers LLC4,380$229.6K0.11%00.0%Unchanged
D.A. Davidson & Co.4,348$227.9K0.00%−283−6.1%Reduced
Northern Trust Corp4,343$227.6K0.00%+69+1.6%Added
Lee Financial Co4,324$226.6K0.03%−21,381−83.2%Reduced
Newbridge Financial Services Group, Inc.4,257$223.1K0.03%+7+0.2%Added
Quadrant Private Wealth Management, LLC4,253$222.9K0.04%+4+0.1%Added
Farther Finance Advisors, LLC4,190$219.6K0.00%−2,028−32.6%Reduced
Strategic Advocates LLC4,176$219.3K0.06%−1,492−26.3%Reduced
Ethos Financial Group, LLC4,142$217.1K0.02%00.0%Unchanged
Hilton Head Capital Partners, LLC4,089$214.3K0.13%+4,089New
Vivaldi Asset Management, LLC3,858$202.2K0.01%+3,858New
Clearstead Advisors, LLC3,736$195.8K0.00%00.0%Unchanged
American National Bank3,164$165.8K0.02%+3,164New
Anchor Investment Management, LLC3,000$157.2K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC2,713$142.2K0.00%+1,655+156.4%Added