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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 2,700 | $141.5K | 0.01% | +2,700 | New |
| EverSource Wealth Advisors, LLC | 2,477 | $129.8K | 0.00% | +700+39.4% | Added |
| Caitlin John, LLC | 2,405 | $126.0K | 0.08% | +5+0.2% | Added |
| Larson Financial Group LLC | 2,208 | $115.7K | 0.00% | +1,908+636.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $105.0K | 0.03% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,909 | $100.1K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,814 | $95.1K | 0.00% | +1,814 | New |
| Chung Wu Investment Group, LLC | 1,800 | $94.3K | 0.08% | 00.0% | Unchanged |
| Resources Management Corp | 1,780 | $93.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,710 | $89.6K | 0.00% | +77+4.7% | Added |
| Harbour Investments, Inc. | 1,653 | $86.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,569 | $82.2K | 0.00% | +823+110.3% | Added |
| Front Row Advisors LLC | 1,350 | $70.8K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,313 | $68.8K | 0.01% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 1,222 | $64.0K | 0.03% | +1,222 | New |
| 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 |
| IFP Advisors, Inc | 1,124 | $58.9K | 0.00% | +85+8.2% | Added |
| Independence Bank of Kentucky | 1,022 | $53.6K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,007 | $52.8K | 0.01% | +17+1.7% | Added |
| Glen Eagle Advisors, LLC | 853 | $44.7K | 0.01% | +710+496.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 800 | $41.9K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 796 | $41.7K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 762 | $39.9K | 0.03% | 00.0% | Unchanged |
| Brandywine Financial Group | 750 | $39.3K | 0.09% | +750 | New |
| Parallel Advisors, LLC | 692 | $36.3K | 0.00% | +11+1.6% | Added |
| Quent Capital, LLC | 690 | $36.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 650 | $34.1K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 626 | $32.8K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 625 | $32.8K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 602 | $31.6K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 575 | $30.1K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 574 | $30.1K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 572 | $30.0K | 0.00% | +572 | New |
| Central Trust Co | 560 | $29.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| CWM, LLC | 455 | $24.0K | 0.00% | +44+10.7% | Added |
| Private Wealth Asset Management, LLC | 406 | $21.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 400 | $21.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 331 | $17.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 330 | $17.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 291 | $15.3K | 0.00% | −19−6.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 281 | $14.7K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 275 | $14.4K | 0.01% | −410−59.9% | Reduced |
| Ronald Blue Trust, Inc. | 268 | $14.0K | 0.00% | −4−1.5% | Reduced |
| Kerr Financial Planning Corp | 235 | $13.6K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 257 | $13.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 241 | $12.6K | 0.00% | +4+1.7% | Added |
| Sunbelt Securities, Inc. | 231 | $12.1K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 218 | $11.4K | 0.00% | +3+1.4% | Added |
| Rossby Financial, LCC | 200 | $10.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 190 | $9.96K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 188 | $9.85K | 0.00% | +101+116.1% | Added |
| N.E.W. Advisory Services LLC | 181 | $9.49K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 180 | $9.43K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 176 | $9.22K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 146 | $7.65K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 120 | $6.29K | 0.00% | +120 | New |
| SRS Capital Advisors, Inc. | 110 | $5.78K | 0.00% | −110−50.0% | Reduced |
| Basepoint Wealth LLC | 106 | $5.60K | 0.00% | +106 | New |
| Stephens Consulting, LLC | 100 | $5.24K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 98 | $5.14K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 93 | $4.87K | 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 |
| CVA Family Office, LLC | 79 | $4.14K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 57 | $2.99K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 53 | $2.78K | 0.00% | +53 | New |
| Gables Capital Management Inc. | 40 | $2.10K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 37 | $1.94K | 0.00% | 00.0% | Unchanged |
| Rudius Management LP | 33 | $1.73K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 5 | $262 | 0.00% | +5 | New |
| Motiv8 Investments LLC | 1 | $0 | 0.00% | +1 | New |
| 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 |