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, Q1 2026
Institutional positions in Sunoco LP as of Mar 31, 2026. 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
- 297
- +27 vs. Q4 2025
- Shares held
- 67.5M
- +1.23M (+1.9%) vs. Q4 2025
- Total value
- $4.39B
- +$914.0M (+26.3%) vs. Q4 2025
- New holders
- 44
- 89 more added
- Sold out
- 17
- 79 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alps Advisors Inc | 24,671,391 | $1.60B | 7.54% | −184,874−0.7% | Reduced |
| Invesco Ltd. | 8,857,392 | $575.5M | 0.06% | +10,713+0.1% | Added |
| Goldman Sachs Group Inc | 5,528,643 | $359.2M | 0.05% | −333,045−5.7% | Reduced |
| FMR LLC | 3,637,014 | $236.3M | 0.01% | +1,788,677+96.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,226,334 | $209.6M | 0.28% | +145,299+4.7% | Added |
| Energy Income Partners, LLC | 1,901,251 | $123.5M | 1.99% | −54,644−2.8% | Reduced |
| Cooperman Leon G | 1,620,000 | $105.3M | 3.45% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,504,690 | $99.8M | 0.01% | −121,588−7.5% | Reduced |
| Morgan Stanley | 1,111,826 | $72.2M | 0.00% | −527,594−32.2% | Reduced |
| Recurrent Investment Advisors LLC | 1,027,877 | $66.8M | 4.02% | +349,254+51.5% | Added |
| Infrastructure Capital Advisors, LLC | 972,935 | $63.2M | 5.93% | +247,569+34.1% | Added |
| UBS Group AG | 959,732 | $62.4M | 0.01% | −7,150−0.7% | Reduced |
| Blackstone Group Inc. | 894,358 | $58.1M | 0.24% | −1,540,236−63.3% | Reduced |
| Miller Howard Investments Inc | 816,233 | $53.0M | 1.45% | +126,964+18.4% | Added |
| Tortoise Capital Advisors, L.L.C. | 815,498 | $53.0M | 0.55% | +14,833+1.9% | Added |
| Barclays PLC | 794,590 | $51.6M | 0.02% | +212,450+36.5% | Added |
| Fractal Investments LLC | 616,542 | $40.1M | 4.74% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 600,000 | $39.0M | 0.95% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 576,447 | $37.5M | 0.03% | −11,682−2.0% | Reduced |
| Adams Asset Advisors, LLC | 565,822 | $36.8M | 4.12% | −5,725−1.0% | Reduced |
| Raymond James Financial Inc | 383,853 | $24.9M | 0.01% | +1,332+0.3% | Added |
| Allianz Asset Management GmbH | 328,315 | $21.3M | 0.02% | +210,515+178.7% | Added |
| Walnut Private Equity Partners, LLC | 242,100 | $15.7M | 8.67% | 00.0% | Unchanged |
| Citigroup Inc | 238,569 | $15.5M | 0.01% | +31,713+15.3% | Added |
| Wells Fargo & Company | 223,259 | $14.5M | 0.00% | +21,899+10.9% | Added |
| Bank of America Corp | 204,609 | $13.3M | 0.00% | +49,589+32.0% | Added |
| Chickasaw Capital Management LLC | 203,093 | $13.2M | 0.47% | −24,205−10.6% | Reduced |
| Royal Bank of Canada | 190,474 | $12.4M | 0.00% | +12,806+7.2% | Added |
| LPL Financial LLC | 177,210 | $11.5M | 0.00% | −1,913−1.1% | Reduced |
| ING Groep NV | 164,000 | $10.7M | 0.07% | +164,000 | New |
| Sanctuary Advisors, LLC | 154,713 | $10.1M | 0.05% | +25,403+19.6% | Added |
| Kercheville Advisors, LLC | 154,085 | $10.0M | 3.20% | +20.0% | Added |
| TCG Advisory Services, LLC | 144,370 | $9.38M | 0.23% | −26,001−15.3% | Reduced |
| CIBC Bancorp USA Inc. | 141,443 | $9.19M | 0.01% | +141,443 | New |
| Hennessy Advisors Inc | 140,200 | $9.11M | 0.33% | −4,900−3.4% | Reduced |
| Beacon Pointe Advisors, LLC | 138,519 | $9.00M | 0.05% | +138,519 | New |
| Texas Yale Capital Corp. | 133,146 | $8.65M | 0.25% | +2,450+1.9% | Added |
| Warren Averett Asset Management, LLC | 132,058 | $8.58M | 0.06% | +6,607+5.3% | Added |
| Exchange Traded Concepts, LLC | 120,598 | $7.84M | 0.06% | −6,081−4.8% | Reduced |
| BNP Paribas Arbitrage, SA | 115,729 | $7.52M | 0.00% | +58,087+100.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 88,626 | $5.76M | 0.09% | −11,738−11.7% | Reduced |
| Summit Financial, LLC | 81,531 | $5.30M | 0.07% | −11,675−12.5% | Reduced |
| Corigliano Investment Advisers, LLC | 77,400 | $5.03M | 1.96% | +77,400 | New |
| Envestnet Asset Management Inc | 73,672 | $4.79M | 0.00% | +25,584+53.2% | Added |
| HRT Financial LP | 71,950 | $4.67M | 0.01% | +39,442+121.3% | Added |
| Waldron Private Wealth LLC | 71,000 | $4.61M | 0.18% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 69,604 | $4.52M | 0.01% | −44,990−39.3% | Reduced |
| Jane Street Group, LLC | 67,269 | $4.37M | 0.00% | +67,269 | New |
| Cetera Investment Advisers | 62,560 | $4.06M | 0.00% | +8,211+15.1% | Added |
| Kestra Advisory Services, LLC | 62,358 | $4.05M | 0.02% | +44,563+250.4% | Added |
| J.W. Cole Advisors, Inc. | 60,483 | $3.93M | 0.13% | −843−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 60,370 | $3.92M | 0.01% | +12,626+26.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 56,800 | $3.69M | 0.59% | +56,000+7,000.0% | Added |
| Advisors Asset Management, Inc. | 56,075 | $3.64M | 0.06% | +1,753+3.2% | Added |
| Van Eck Associates Corp | 53,224 | $3.46M | 0.00% | +21,679+68.7% | Added |
| Mariner, LLC | 51,790 | $3.36M | 0.00% | +3,938+8.2% | Added |
| Whittier Trust Co of Nevada Inc | 50,730 | $3.27M | 0.07% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 48,559 | $3.15M | 0.48% | +9,885+25.6% | Added |
| Cresset Asset Management, LLC | 47,140 | $3.06M | 0.01% | +19,615+71.3% | Added |
| Captrust Financial Advisors | 44,360 | $2.88M | 0.01% | +4,051+10.0% | Added |
| Sovereign Investment Advisors, LLC | 43,522 | $2.83M | 0.60% | +2,122+5.1% | Added |
| First Trust Advisors LP | 40,503 | $2.63M | 0.00% | −15,915−28.2% | Reduced |
| Barnett & Company, Inc. | 39,583 | $2.57M | 2.00% | 00.0% | Unchanged |
| Park Circle Co | 36,350 | $2.36M | 2.24% | 00.0% | Unchanged |
| Creative Planning | 36,334 | $2.36M | 0.00% | −1,928−5.0% | Reduced |
| Linscomb & Williams, Inc. | 35,058 | $2.28M | 0.10% | +20,318+137.8% | Added |
| Glenmede Trust Co NA | 35,000 | $2.27M | 0.01% | −3,800−9.8% | Reduced |
| Ameriprise Financial Inc | 34,610 | $2.25M | 0.00% | −6,720−16.3% | Reduced |
| Westwood Holdings Group Inc. | 34,335 | $2.23M | 0.02% | +34,335 | New |
| Commonwealth Equity Services, LLC | 31,651 | $2.06M | 0.00% | +2,130+7.2% | Added |
| Stifel Financial Corp | 30,652 | $1.99M | 0.00% | +574+1.9% | Added |
| MidFirst Bank | 30,500 | $1.98M | 0.16% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 28,970 | $1.88M | 0.00% | +3,614+14.3% | Added |
| Truist Financial Corp | 28,501 | $1.85M | 0.00% | +4,878+20.6% | Added |
| Empirical Asset Management, LLC | 28,020 | $1.82M | 0.48% | −385−1.4% | Reduced |
| Zurich Insurance Group Ltd | 27,200 | $1.77M | 0.01% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 27,094 | $1.76M | 0.84% | −686−2.5% | Reduced |
| Crescent Grove Advisors, LLC | 26,869 | $1.75M | 0.17% | +26,869 | New |
| Cambridge Investment Research Advisors, Inc. | 26,238 | $1.71M | 0.00% | −1,231−4.5% | Reduced |
| Pinnacle Holdings, LLC | 23,298 | $1.51M | 0.49% | −17,753−43.2% | Reduced |
| Apollon Wealth Management, LLC | 22,231 | $1.44M | 0.02% | −3,213−12.6% | Reduced |
| Cascade Investment Group, Inc. | 21,880 | $1.42M | 0.94% | −900−4.0% | Reduced |
| Dividend Assets Capital, LLC | 21,412 | $1.39M | 0.28% | +649+3.1% | Added |
| Private Advisor Group, LLC | 21,164 | $1.38M | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 21,024 | $1.37M | 0.00% | +453+2.2% | Added |
| American Financial Group Inc | 20,000 | $1.30M | 0.48% | 00.0% | Unchanged |
| US Bancorp | 18,884 | $1.23M | 0.00% | −100−0.5% | Reduced |
| BlackRock, Inc. | 17,140 | $1.11M | 0.00% | +83+0.5% | Added |
| Kingsview Wealth Management, LLC | 17,071 | $1.11M | 0.02% | +7,351+75.6% | Added |
| The PNC Financial Services Group, Inc. | 16,899 | $1.10M | 0.00% | +549+3.4% | Added |
| Focus Financial Network, Inc. | 16,875 | $1.10M | 0.04% | −1,915−10.2% | Reduced |
| Colony Group, LLC | 16,813 | $1.09M | 0.00% | −98−0.6% | Reduced |
| Cary Street Partners Financial LLC | 16,569 | $1.08M | 0.03% | 00.0% | Unchanged |
| McDonald Partners LLC | 15,100 | $981.0K | 0.23% | −200−1.3% | Reduced |
| Baird Financial Group, Inc. | 15,068 | $979.0K | 0.00% | −780−4.9% | Reduced |
| We Are One Seven, LLC | 14,664 | $952.7K | 0.02% | +331+2.3% | Added |
| Castleark Management LLC | 14,450 | $938.8K | 0.03% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 14,195 | $922.3K | 0.37% | +36+0.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 14,050 | $909.6K | 0.00% | −25,791−64.7% | Reduced |
| CAPROCK Group, Inc. | 13,276 | $862.5K | 0.02% | −1,150−8.0% | Reduced |