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 |
|---|---|---|---|---|---|
| Longfellow Investment Management Co LLC | 22 | $1.43K | 0.00% | −552−96.2% | Reduced |
| SWAN Capital LLC | 37 | $2.40K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 40 | $2.60K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 56 | $3.64K | 0.02% | −4,120−98.7% | Reduced |
| First Horizon Corp | 57 | $3.70K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 63 | $4.09K | 0.00% | +63 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 76 | $4.95K | 0.00% | +76 | New |
| CVA Family Office, LLC | 79 | $5.13K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 80 | $5.20K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 80 | $5.20K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 93 | $6.04K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 100 | $6.50K | 0.01% | +2+2.0% | Added |
| UBS Asset Management Americas Inc | 107 | $6.95K | 0.00% | +107 | New |
| Basepoint Wealth LLC | 108 | $7.04K | 0.00% | +2+1.9% | Added |
| Federation des caisses Desjardins du Quebec | 114 | $7.41K | 0.00% | +114 | New |
| Abound Financial, LLC | 120 | $7.80K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 143 | $9.29K | 0.00% | −710−83.2% | Reduced |
| Boyd Watterson Asset Management LLC | 146 | $9.49K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 180 | $11.7K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 181 | $11.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 188 | $12.2K | 0.00% | −80−29.9% | Reduced |
| Rosenberg Matthew Hamilton | 188 | $12.2K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 190 | $12.3K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 200 | $12.8K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 218 | $14.2K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 224 | $14.6K | 0.01% | +48+27.3% | Added |
| Kerr Financial Planning Corp | 235 | $15.8K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 245 | $15.9K | 0.00% | +4+1.7% | Added |
| Farmers & Merchants Investments Inc | 257 | $16.7K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 277 | $18.0K | 0.00% | −14−4.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 281 | $18.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 330 | $22.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 400 | $26.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 406 | $26.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 410 | $26.6K | 0.00% | −45−9.9% | Reduced |
| Triumph Capital Management | 500 | $32.5K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 500 | $32.5K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $32.5K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 500 | $32.5K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 560 | $36.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 575 | $37.4K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 602 | $39.1K | 0.03% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 625 | $40.6K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 626 | $40.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 650 | $42.2K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 678 | $43.0K | 0.00% | +678 | New |
| Parallel Advisors, LLC | 701 | $45.6K | 0.00% | +9+1.3% | Added |
| Harbor Asset Planning, Inc. | 762 | $49.5K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 796 | $51.7K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 963 | $62.6K | 0.00% | −606−38.6% | Reduced |
| Independence Bank of Kentucky | 1,022 | $66.4K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,022 | $66.4K | 0.01% | +15+1.5% | Added |
| EverSource Wealth Advisors, LLC | 1,027 | $66.7K | 0.00% | −1,450−58.5% | Reduced |
| Quent Capital, LLC | 1,075 | $69.8K | 0.00% | +385+55.8% | Added |
| Cassaday & Co Wealth Management LLC | 1,196 | $77.7K | 0.00% | +1,196 | New |
| Huntington National Bank | 1,199 | $77.9K | 0.00% | +868+262.2% | Added |
| Johnson Financial Group, Inc. | 1,200 | $78.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,200 | $78.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,311 | $85.2K | 0.01% | −2−0.2% | Reduced |
| Sunbelt Securities, Inc. | 1,331 | $86.5K | 0.01% | +1,100+476.2% | Added |
| Front Row Advisors LLC | 1,350 | $87.7K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,411 | $90.4K | 0.00% | −2,779−66.3% | Reduced |
| IFP Advisors, Inc | 1,741 | $113.1K | 0.00% | +617+54.9% | Added |
| Resources Management Corp | 1,780 | $116.0K | 0.02% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 1,800 | $116.9K | 0.10% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,909 | $124.0K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $130.0K | 0.04% | 00.0% | Unchanged |
| Caitlin John, LLC | 2,209 | $143.5K | 0.09% | −196−8.1% | Reduced |
| Hilton Head Capital Partners, LLC | 2,324 | $151.0K | 0.09% | −1,765−43.2% | Reduced |
| Salem Investment Counselors Inc | 2,666 | $173.2K | 0.01% | +2,666 | New |
| Steward Partners Investment Advisory, LLC | 2,707 | $175.9K | 0.00% | −6−0.2% | Reduced |
| Harbour Investments, Inc. | 2,779 | $180.6K | 0.00% | +1,126+68.1% | Added |
| Advisory Services Network, LLC | 2,835 | $184.2K | 0.00% | +2,835 | New |
| American National Bank | 2,964 | $192.6K | 0.02% | −200−6.3% | Reduced |
| Anchor Investment Management, LLC | 3,000 | $194.9K | 0.02% | 00.0% | Unchanged |
| Novare Capital Management LLC | 3,140 | $204.0K | 0.02% | +3,140 | New |
| Cyndeo Wealth Partners, LLC | 3,171 | $206.0K | 0.01% | +3,171 | New |
| Arrow Investment Advisors, LLC | 3,205 | $208.2K | 0.22% | +3,205 | New |
| Legacy Wealth Advisors, LLC | 3,284 | $213.4K | 0.11% | +3,284 | New |
| XML Financial, LLC | 3,300 | $214.4K | 0.02% | −2,428−42.4% | Reduced |
| Ethos Financial Group, LLC | 4,142 | $217.1K | 0.02% | 00.0% | Unchanged |
| Barr E S & Co | 3,500 | $227.4K | 0.01% | +3,500 | New |
| Gateway Wealth Partners, LLC | 3,500 | $227.4K | 0.01% | +3,500 | New |
| Armis Advisers, LLC | 3,250 | $227.5K | 0.02% | +3,250 | New |
| Davenport & Co LLC | 3,540 | $230.0K | 0.00% | +3,540 | New |
| Peapack Gladstone Financial Corp | 3,540 | $230.0K | 0.00% | +3,540 | New |
| Signal Advisors Wealth, LLC | 3,556 | $231.0K | 0.02% | +3,556 | New |
| Great Valley Advisor Group, Inc. | 3,640 | $236.6K | 0.00% | +3,640 | New |
| Wealth Alliance Advisory Group, LLC | 3,654 | $237.4K | 0.04% | +3,654 | New |
| Partners Wealth Management, LLC | 3,696 | $240.1K | 0.25% | +3,696 | New |
| Tyche Wealth Partners LLC | 3,705 | $240.7K | 0.04% | +3,705 | New |
| Northern Trust Corp | 3,706 | $240.8K | 0.00% | −637−14.7% | Reduced |
| Summit Wealth Partners, LLC | 3,716 | $241.4K | 0.04% | +3,716 | New |
| Perryman Financial Advisory Inc | 3,732 | $242.5K | 0.04% | +3,732 | New |
| Clearstead Advisors, LLC | 3,736 | $242.7K | 0.00% | 00.0% | Unchanged |
| Inscription Capital, LLC | 3,740 | $243.0K | 0.03% | +3,740 | New |
| Blair William & Co | 3,764 | $244.6K | 0.00% | +3,764 | New |
| MONECO Advisors, LLC | 3,770 | $245.0K | 0.02% | +3,770 | New |
| Kanawha Capital Management LLC | 3,800 | $246.9K | 0.02% | +3,800 | New |
| Vivaldi Asset Management, LLC | 3,858 | $250.7K | 0.01% | 00.0% | Unchanged |