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