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 |
|---|---|---|---|---|---|
| Castleark Management LLC | 14,450 | $938.8K | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 14,664 | $952.7K | 0.02% | +331+2.3% | Added |
| Baird Financial Group, Inc. | 15,068 | $979.0K | 0.00% | −780−4.9% | Reduced |
| McDonald Partners LLC | 15,100 | $981.0K | 0.23% | −200−1.3% | Reduced |
| Cary Street Partners Financial LLC | 16,569 | $1.08M | 0.03% | 00.0% | Unchanged |
| Colony Group, LLC | 16,813 | $1.09M | 0.00% | −98−0.6% | Reduced |
| Focus Financial Network, Inc. | 16,875 | $1.10M | 0.04% | −1,915−10.2% | Reduced |
| The PNC Financial Services Group, Inc. | 16,899 | $1.10M | 0.00% | +549+3.4% | Added |
| Kingsview Wealth Management, LLC | 17,071 | $1.11M | 0.02% | +7,351+75.6% | Added |
| BlackRock, Inc. | 17,140 | $1.11M | 0.00% | +83+0.5% | Added |
| US Bancorp | 18,884 | $1.23M | 0.00% | −100−0.5% | Reduced |
| American Financial Group Inc | 20,000 | $1.30M | 0.48% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 21,024 | $1.37M | 0.00% | +453+2.2% | Added |
| Private Advisor Group, LLC | 21,164 | $1.38M | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 21,412 | $1.39M | 0.28% | +649+3.1% | Added |
| Cascade Investment Group, Inc. | 21,880 | $1.42M | 0.94% | −900−4.0% | Reduced |
| Apollon Wealth Management, LLC | 22,231 | $1.44M | 0.02% | −3,213−12.6% | Reduced |
| Pinnacle Holdings, LLC | 23,298 | $1.51M | 0.49% | −17,753−43.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 26,238 | $1.71M | 0.00% | −1,231−4.5% | Reduced |
| Crescent Grove Advisors, LLC | 26,869 | $1.75M | 0.17% | +26,869 | New |
| ELCO Management Co., LLC | 27,094 | $1.76M | 0.84% | −686−2.5% | Reduced |
| Zurich Insurance Group Ltd | 27,200 | $1.77M | 0.01% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 28,020 | $1.82M | 0.48% | −385−1.4% | Reduced |
| Truist Financial Corp | 28,501 | $1.85M | 0.00% | +4,878+20.6% | Added |
| Rockefeller Capital Management L.P. | 28,970 | $1.88M | 0.00% | +3,614+14.3% | Added |
| MidFirst Bank | 30,500 | $1.98M | 0.16% | 00.0% | Unchanged |
| Stifel Financial Corp | 30,652 | $1.99M | 0.00% | +574+1.9% | Added |
| Commonwealth Equity Services, LLC | 31,651 | $2.06M | 0.00% | +2,130+7.2% | Added |
| Westwood Holdings Group Inc. | 34,335 | $2.23M | 0.02% | +34,335 | New |
| Ameriprise Financial Inc | 34,610 | $2.25M | 0.00% | −6,720−16.3% | Reduced |
| Glenmede Trust Co NA | 35,000 | $2.27M | 0.01% | −3,800−9.8% | Reduced |
| Linscomb & Williams, Inc. | 35,058 | $2.28M | 0.10% | +20,318+137.8% | Added |
| Creative Planning | 36,334 | $2.36M | 0.00% | −1,928−5.0% | Reduced |
| Park Circle Co | 36,350 | $2.36M | 2.24% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 39,583 | $2.57M | 2.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 40,503 | $2.63M | 0.00% | −15,915−28.2% | Reduced |
| Sovereign Investment Advisors, LLC | 43,522 | $2.83M | 0.60% | +2,122+5.1% | Added |
| Captrust Financial Advisors | 44,360 | $2.88M | 0.01% | +4,051+10.0% | Added |
| Cresset Asset Management, LLC | 47,140 | $3.06M | 0.01% | +19,615+71.3% | Added |
| Gilman Hill Asset Management, LLC | 48,559 | $3.15M | 0.48% | +9,885+25.6% | Added |
| Whittier Trust Co of Nevada Inc | 50,730 | $3.27M | 0.07% | 00.0% | Unchanged |
| Mariner, LLC | 51,790 | $3.36M | 0.00% | +3,938+8.2% | Added |
| Van Eck Associates Corp | 53,224 | $3.46M | 0.00% | +21,679+68.7% | Added |
| Advisors Asset Management, Inc. | 56,075 | $3.64M | 0.06% | +1,753+3.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 56,800 | $3.69M | 0.59% | +56,000+7,000.0% | Added |
| Advisor Group Holdings, Inc. | 60,370 | $3.92M | 0.01% | +12,626+26.4% | Added |
| J.W. Cole Advisors, Inc. | 60,483 | $3.93M | 0.13% | −843−1.4% | Reduced |
| Kestra Advisory Services, LLC | 62,358 | $4.05M | 0.02% | +44,563+250.4% | Added |
| Cetera Investment Advisers | 62,560 | $4.06M | 0.00% | +8,211+15.1% | Added |
| Jane Street Group, LLC | 67,269 | $4.37M | 0.00% | +67,269 | New |
| Susquehanna International Group, LLP | 69,604 | $4.52M | 0.01% | −44,990−39.3% | Reduced |
| Waldron Private Wealth LLC | 71,000 | $4.61M | 0.18% | 00.0% | Unchanged |
| HRT Financial LP | 71,950 | $4.67M | 0.01% | +39,442+121.3% | Added |
| Envestnet Asset Management Inc | 73,672 | $4.79M | 0.00% | +25,584+53.2% | Added |
| Corigliano Investment Advisers, LLC | 77,400 | $5.03M | 1.96% | +77,400 | New |
| Summit Financial, LLC | 81,531 | $5.30M | 0.07% | −11,675−12.5% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 88,626 | $5.76M | 0.09% | −11,738−11.7% | Reduced |
| BNP Paribas Arbitrage, SA | 115,729 | $7.52M | 0.00% | +58,087+100.8% | Added |
| Exchange Traded Concepts, LLC | 120,598 | $7.84M | 0.06% | −6,081−4.8% | Reduced |
| Warren Averett Asset Management, LLC | 132,058 | $8.58M | 0.06% | +6,607+5.3% | Added |
| Texas Yale Capital Corp. | 133,146 | $8.65M | 0.25% | +2,450+1.9% | Added |
| Beacon Pointe Advisors, LLC | 138,519 | $9.00M | 0.05% | +138,519 | New |
| Hennessy Advisors Inc | 140,200 | $9.11M | 0.33% | −4,900−3.4% | Reduced |
| CIBC Bancorp USA Inc. | 141,443 | $9.19M | 0.01% | +141,443 | New |
| TCG Advisory Services, LLC | 144,370 | $9.38M | 0.23% | −26,001−15.3% | Reduced |
| Kercheville Advisors, LLC | 154,085 | $10.0M | 3.20% | +20.0% | Added |
| Sanctuary Advisors, LLC | 154,713 | $10.1M | 0.05% | +25,403+19.6% | Added |
| ING Groep NV | 164,000 | $10.7M | 0.07% | +164,000 | New |
| LPL Financial LLC | 177,210 | $11.5M | 0.00% | −1,913−1.1% | Reduced |
| Royal Bank of Canada | 190,474 | $12.4M | 0.00% | +12,806+7.2% | Added |
| Chickasaw Capital Management LLC | 203,093 | $13.2M | 0.47% | −24,205−10.6% | Reduced |
| Bank of America Corp | 204,609 | $13.3M | 0.00% | +49,589+32.0% | Added |
| Wells Fargo & Company | 223,259 | $14.5M | 0.00% | +21,899+10.9% | Added |
| Citigroup Inc | 238,569 | $15.5M | 0.01% | +31,713+15.3% | Added |
| Walnut Private Equity Partners, LLC | 242,100 | $15.7M | 8.67% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 328,315 | $21.3M | 0.02% | +210,515+178.7% | Added |
| Raymond James Financial Inc | 383,853 | $24.9M | 0.01% | +1,332+0.3% | Added |
| Adams Asset Advisors, LLC | 565,822 | $36.8M | 4.12% | −5,725−1.0% | Reduced |
| Neuberger Berman Group LLC | 576,447 | $37.5M | 0.03% | −11,682−2.0% | Reduced |
| Bowen Hanes & Co Inc | 600,000 | $39.0M | 0.95% | 00.0% | Unchanged |
| Fractal Investments LLC | 616,542 | $40.1M | 4.74% | 00.0% | Unchanged |
| Barclays PLC | 794,590 | $51.6M | 0.02% | +212,450+36.5% | Added |
| Tortoise Capital Advisors, L.L.C. | 815,498 | $53.0M | 0.55% | +14,833+1.9% | Added |
| Miller Howard Investments Inc | 816,233 | $53.0M | 1.45% | +126,964+18.4% | Added |
| Blackstone Group Inc. | 894,358 | $58.1M | 0.24% | −1,540,236−63.3% | Reduced |
| UBS Group AG | 959,732 | $62.4M | 0.01% | −7,150−0.7% | Reduced |
| Infrastructure Capital Advisors, LLC | 972,935 | $63.2M | 5.93% | +247,569+34.1% | Added |
| Recurrent Investment Advisors LLC | 1,027,877 | $66.8M | 4.02% | +349,254+51.5% | Added |
| Morgan Stanley | 1,111,826 | $72.2M | 0.00% | −527,594−32.2% | Reduced |
| JPMorgan Chase & Co | 1,504,690 | $99.8M | 0.01% | −121,588−7.5% | Reduced |
| Cooperman Leon G | 1,620,000 | $105.3M | 3.45% | 00.0% | Unchanged |
| Energy Income Partners, LLC | 1,901,251 | $123.5M | 1.99% | −54,644−2.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,226,334 | $209.6M | 0.28% | +145,299+4.7% | Added |
| FMR LLC | 3,637,014 | $236.3M | 0.01% | +1,788,677+96.8% | Added |
| Goldman Sachs Group Inc | 5,528,643 | $359.2M | 0.05% | −333,045−5.7% | Reduced |
| Invesco Ltd. | 8,857,392 | $575.5M | 0.06% | +10,713+0.1% | Added |
| Alps Advisors Inc | 24,671,391 | $1.60B | 7.54% | −184,874−0.7% | Reduced |
| TIG Advisors, LLC | 0 | $0 | 0.00% | −35,100−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −21,422−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −15,199−100.0% | Sold out |