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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, 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.

Institutional holdersQ1 2026: 297 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 heldQ1 2026: $4.39B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q4 2025.

Institutions holding SUN in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
HighPoint Advisor Group LLC3,905$253.7K0.01%−679−14.8%Reduced
Capital Advisors Inc3,932$255.5K0.00%+3,932New
Merit Financial Group, LLC3,980$258.6K0.00%−1,641−29.2%Reduced
Kirkwood Financial Services4,215$273.8K0.09%+4,215New
Quadrant Private Wealth Management, LLC4,256$276.5K0.04%+3+0.1%Added
Newbridge Financial Services Group, Inc.4,263$277.0K0.05%+6+0.1%Added
Whitener Capital Management, Inc.4,307$279.8K0.06%−231−5.1%Reduced
D.A. Davidson & Co.4,348$282.5K0.00%00.0%Unchanged
Founders Financial Alliance, LLC4,373$284.1K0.05%+4,373New
Virtus ETF Advisers LLC4,380$284.6K0.13%00.0%Unchanged
Mutual Advisors, LLC4,439$288.4K0.01%00.0%Unchanged
Lee Financial Co4,530$294.3K0.04%+206+4.8%Added
Riverchase Wealth Management, LLC4,679$304.0K0.16%00.0%Unchanged
King Luther Capital Management Corp4,693$304.9K0.00%−1,450−23.6%Reduced
Crumly & Associates Inc.4,711$306.1K0.06%00.0%Unchanged
Regal Investment Advisors LLC4,871$316.5K0.02%+4,871New
Willis Investment Counsel4,883$317.2K0.02%00.0%Unchanged
CWA Asset Management Group, LLC4,918$319.5K0.01%−65−1.3%Reduced
Bridges Investment Management Inc4,927$320.1K0.00%00.0%Unchanged
Garrett Wealth Advisory Group, LLC4,933$320.5K0.06%00.0%Unchanged
Genesee Capital Advisors, LLC4,958$322.1K0.13%−517−9.4%Reduced
Ulland Investment Advisors, LLC5,000$325.0K0.28%00.0%Unchanged
Allworth Financial LP5,142$334.1K0.00%+20.0%Added
Arkadios Wealth Advisors5,216$338.9K0.01%+58+1.1%Added
Cornerstone Planning Group LLC4,867$339.2K0.05%−90−1.8%Reduced
Carnegie Capital Asset Management, LLC5,264$342.0K0.01%−130−2.4%Reduced
Western Wealth Management, LLC2,119$348.9K0.01%+2,119New
MAI Capital Management5,495$357.0K0.00%−150−2.7%Reduced
Wealth Alliance5,497$357.1K0.04%−39−0.7%Reduced
Clark Capital Management Group, Inc.5,500$357.3K0.00%00.0%Unchanged
Jaffetilchin Investment Partners, LLC5,617$364.9K0.02%+384+7.3%Added
Basso Capital Management, L.P.5,680$369.0K0.23%00.0%Unchanged
Cerity Partners LLC5,707$370.8K0.00%−483−7.8%Reduced
PFG Investments, LLC5,714$371.2K0.02%+13+0.2%Added
Corps Capital Advisors, LLC5,725$372.0K0.32%+5,725New
Diversified Trust Co5,827$378.6K0.01%+168+3.0%Added
Wedbush Securities Inc5,944$386.0K0.01%+5+0.1%Added
Sittner & Nelson, LLC6,000$389.8K0.14%00.0%Unchanged
Abel Hall, LLC6,000$389.8K0.08%00.0%Unchanged
Zinnia Wealth Advisory, LLC6,039$392.4K0.44%−83−1.4%Reduced
Lido Advisors, LLC6,118$397.5K0.00%+6,118New
CSS LLC6,154$399.8K0.02%00.0%Unchanged
EP Wealth Advisors, LLC6,186$401.9K0.00%−9,724−61.1%Reduced
Journey Strategic Wealth LLC6,262$406.8K0.01%−3,496−35.8%Reduced
Concurrent Investment Advisors, LLC6,397$415.6K0.00%+49+0.8%Added
Avid Wealth Partners LLC6,398$415.7K0.20%00.0%Unchanged
Two Sigma Securities, LLC6,562$426.3K0.05%+6,562New
Cary Street Partner Investment Advisory LLC6,796$441.5K0.11%00.0%Unchanged
Independent Advisor Alliance6,840$444.4K0.00%+10.0%Added
WealthPLAN Partners, LLC6,878$446.9K0.09%+5+0.1%Added
Avidian Wealth Solutions, LLC6,916$449.3K0.01%+346+5.3%Added
RMB Capital Management, LLC6,986$453.9K0.01%+1,158+19.9%Added
Independent Financial Group, LLC7,008$455.3K0.01%+357+5.4%Added
Green Square Capital Advisors LLC7,038$457.3K0.05%00.0%Unchanged
Mercer Global Advisors Inc7,140$463.9K0.00%+232+3.4%Added
Cullen/Frost Bankers, Inc.7,195$467.5K0.01%+50+0.7%Added
Oppenheimer & Co Inc7,346$477.3K0.01%−50−0.7%Reduced
Oppenheimer Asset Management Inc.7,836$509.1K0.01%+1,410+21.9%Added
Uhlmann Price Securities, LLC7,865$511.0K0.03%−155−1.9%Reduced
Benjamin Edwards Inc7,895$513.0K0.01%+20.0%Added
United Advisor Group, LLC8,093$525.8K0.07%00.0%Unchanged
IFG Advisory, LLC8,160$530.2K1.52%+2,565+45.8%Added
Cohen Capital Management, Inc.8,210$533.4K0.08%00.0%Unchanged
Baker Avenue Asset Management, LP8,211$533.5K0.01%−980−10.7%Reduced
MML Investors Services, LLC8,223$534.2K0.00%−2,241−21.4%Reduced
SFMG, LLC8,300$539.3K0.04%+100+1.2%Added
U.S. Capital Wealth Advisors, LLC8,401$545.8K0.01%−1,658−16.5%Reduced
Midwest Trust Co8,482$551.1K0.01%+887+11.7%Added
Spirit of America Management Corp8,500$552.2K0.11%00.0%Unchanged
Gsa Capital Partners LLP8,525$554.0K0.03%+8,525New
Cypress Capital Group8,620$560.0K0.06%00.0%Unchanged
PSI Advisors, LLC8,801$571.8K0.14%−91−1.0%Reduced
Davidson Trust Co9,000$584.7K0.25%00.0%Unchanged
Wealthcare Advisory Partners LLC9,102$591.4K0.01%−1,962−17.7%Reduced
Stratos Wealth Partners, LTD.9,407$611.2K0.01%+223+2.4%Added
Quantinno Capital Management LP9,491$616.6K0.00%−1,165−10.9%Reduced
Wiley Bros.-Aintree Capital, LLC9,597$623.5K0.00%+1,407+17.2%Added
Pensionmark Financial Group, LLC9,600$623.7K0.01%+1,037+12.1%Added
Baldwin Brothers Inc9,860$640.6K0.05%00.0%Unchanged
Brown Advisory Inc9,879$641.8K0.00%−1,095−10.0%Reduced
National Asset Management, Inc.9,719$644.6K0.04%+300+3.2%Added
Tradition Wealth Management, LLC10,019$650.9K0.05%+56+0.6%Added
Bank of New York Mellon Corp10,026$651.4K0.00%+4,084+68.7%Added
Jones Financial Companies LLLP9,912$664.2K0.00%+1,442+17.0%Added
Larson Financial Group LLC10,911$708.9K0.02%+8,703+394.2%Added
International Assets Investment Management, LLC11,069$709.1K0.05%−69−0.6%Reduced
GWM Advisors LLC10,986$713.7K0.00%+3,358+44.0%Added
Oxbow Advisors, LLC11,075$719.5K0.06%+480+4.5%Added
IHT Wealth Management, LLC11,177$726.2K0.02%+575+5.4%Added
IMC-Chicago, LLC11,243$730.5K0.01%−34,575−75.5%Reduced
Patriot Financial Group Insurance Agency, LLC11,458$744.4K0.04%+5,774+101.6%Added
Moors & Cabot, Inc.11,568$751.6K0.03%−56−0.5%Reduced
M.E. Allison & Co., Inc.11,745$763.1K0.51%00.0%Unchanged
Bokf, NA12,183$791.5K0.01%00.0%Unchanged
Janney Montgomery Scott LLC12,462$810.0K0.00%−538−4.1%Reduced
Sigma Planning Corp12,893$837.7K0.02%−79−0.6%Reduced
M&T Bank Corp13,106$851.5K0.00%00.0%Unchanged
CAPROCK Group, Inc.13,276$862.5K0.02%−1,150−8.0%Reduced
Wealth Enhancement Advisory Services, LLC14,050$909.6K0.00%−25,791−64.7%Reduced
Quad-Cities Investment Group, LLC14,195$922.3K0.37%+36+0.3%Added