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, Q2 2026
Institutional positions in Sunoco LP as of Jun 30, 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
- 304
- +13 vs. Q1 2026
- Shares held
- 66.8M
- −660.4K (−1.0%) vs. Q1 2026
- Total value
- $4.51B
- +$124.2M (+2.8%) vs. Q1 2026
- New holders
- 35
- 77 more added
- Sold out
- 22
- 84 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alps Advisors Inc | 24,435,476 | $1.65B | 7.73% | −235,915−1.0% | Reduced |
| Invesco Ltd. | 8,848,627 | $597.3M | 0.05% | −8,765−0.1% | Reduced |
| Goldman Sachs Group Inc | 5,742,514 | $387.6M | 0.04% | +213,871+3.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,011,045 | $203.2M | 0.24% | −215,289−6.7% | Reduced |
| FMR LLC | 2,587,682 | $174.7M | 0.01% | −1,049,332−28.9% | Reduced |
| Morgan Stanley | 2,559,034 | $172.7M | 0.01% | +1,447,208+130.2% | Added |
| Energy Income Partners, LLC | 1,768,784 | $119.4M | 1.88% | −132,467−7.0% | Reduced |
| JPMorgan Chase & Co | 1,634,270 | $112.0M | 0.01% | +129,580+8.6% | Added |
| Recurrent Investment Advisors LLC | 1,149,434 | $77.6M | 4.82% | +121,557+11.8% | Added |
| UBS Group AG | 1,059,451 | $71.5M | 0.01% | +99,719+10.4% | Added |
| Infrastructure Capital Advisors, LLC | 995,794 | $67.2M | 5.25% | +22,859+2.3% | Added |
| Miller Howard Investments Inc | 974,109 | $65.8M | 1.74% | +157,876+19.3% | Added |
| Blackstone Group Inc. | 854,595 | $57.7M | 0.19% | −39,763−4.4% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 778,973 | $52.6M | 0.53% | −36,525−4.5% | Reduced |
| Barclays PLC | 692,085 | $46.7M | 0.01% | −102,505−12.9% | Reduced |
| Fractal Investments LLC | 682,002 | $46.0M | 5.31% | +65,460+10.6% | Added |
| Neuberger Berman Group LLC | 579,385 | $39.1M | 0.03% | +2,938+0.5% | Added |
| Bowen Hanes & Co Inc | 600,000 | $39.0M | 0.95% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 565,822 | $38.2M | 4.33% | 00.0% | Unchanged |
| Raymond James Financial Inc | 377,488 | $25.5M | 0.01% | −6,365−1.7% | Reduced |
| Allianz Asset Management GmbH | 369,073 | $24.9M | 0.02% | +40,758+12.4% | Added |
| ING Groep NV | 267,000 | $18.0M | 0.09% | +103,000+62.8% | Added |
| Walnut Private Equity Partners, LLC | 242,100 | $16.3M | 8.83% | 00.0% | Unchanged |
| Bank of America Corp | 237,704 | $16.0M | 0.00% | +33,095+16.2% | Added |
| Cooperman Leon G | 225,994 | $15.3M | 0.43% | −1,394,006−86.0% | Reduced |
| Royal Bank of Canada | 205,519 | $13.9M | 0.00% | +15,045+7.9% | Added |
| Wells Fargo & Company | 204,739 | $13.8M | 0.00% | −18,520−8.3% | Reduced |
| Chickasaw Capital Management LLC | 192,465 | $13.0M | 0.47% | −10,628−5.2% | Reduced |
| Citigroup Inc | 187,155 | $12.6M | 0.01% | −51,414−21.6% | Reduced |
| HRT Financial LP | 182,411 | $12.3M | 0.02% | +110,461+153.5% | Added |
| LPL Financial LLC | 175,491 | $11.8M | 0.00% | −1,719−1.0% | Reduced |
| Kercheville Advisors, LLC | 159,086 | $10.7M | 3.27% | +5,001+3.2% | Added |
| Sanctuary Advisors, LLC | 155,101 | $10.5M | 0.05% | +388+0.3% | Added |
| BNP Paribas Arbitrage, SA | 154,870 | $10.5M | 0.01% | +39,141+33.8% | Added |
| CIBC Bancorp USA Inc. | 148,090 | $10.0M | 0.01% | +6,647+4.7% | Added |
| TCG Advisory Services, LLC | 145,379 | $9.81M | 0.18% | +1,009+0.7% | Added |
| Beacon Pointe Advisors, LLC | 136,702 | $9.23M | 0.04% | −1,817−1.3% | Reduced |
| Texas Yale Capital Corp. | 134,896 | $9.11M | 0.20% | +1,750+1.3% | Added |
| Warren Averett Asset Management, LLC | 133,448 | $9.01M | 0.05% | +1,390+1.1% | Added |
| Exchange Traded Concepts, LLC | 106,281 | $7.17M | 0.04% | −14,317−11.9% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 91,587 | $6.18M | 0.10% | +2,961+3.3% | Added |
| Thoroughbred Financial Services, LLC | 86,000 | $5.80M | 0.28% | +86,000 | New |
| Envestnet Asset Management Inc | 82,908 | $5.60M | 0.00% | +9,236+12.5% | Added |
| Summit Financial, LLC | 76,531 | $5.17M | 0.06% | −5,000−6.1% | Reduced |
| Waldron Private Wealth LLC | 71,000 | $4.79M | 0.17% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 62,593 | $4.23M | 0.00% | +2,223+3.7% | Added |
| Cetera Investment Advisers | 62,112 | $4.19M | 0.00% | −448−0.7% | Reduced |
| J.W. Cole Advisors, Inc. | 59,126 | $3.99M | 0.07% | −1,357−2.2% | Reduced |
| Advisors Asset Management, Inc. | 58,376 | $3.94M | 0.06% | +2,301+4.1% | Added |
| Kayne Anderson Capital Advisors LP | 57,396 | $3.87M | 0.08% | +57,396 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 56,800 | $3.83M | 0.58% | 00.0% | Unchanged |
| Mariner, LLC | 52,636 | $3.55M | 0.00% | +846+1.6% | Added |
| AlTi Global, Inc. | 51,254 | $3.46M | 0.07% | +51,254 | New |
| Gilman Hill Asset Management, LLC | 50,349 | $3.40M | 0.46% | +1,790+3.7% | Added |
| Toronto Dominion Bank | 49,798 | $3.36M | 0.01% | +49,798 | New |
| Kestra Advisory Services, LLC | 49,066 | $3.31M | 0.01% | −13,292−21.3% | Reduced |
| Cresset Asset Management, LLC | 47,416 | $3.20M | 0.01% | +276+0.6% | Added |
| Captrust Financial Advisors | 45,344 | $3.06M | 0.00% | +984+2.2% | Added |
| Sovereign Investment Advisors, LLC | 43,522 | $2.94M | 0.55% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 41,884 | $2.83M | 0.24% | +15,015+55.9% | Added |
| Barnett & Company, Inc. | 37,883 | $2.56M | 1.89% | −1,700−4.3% | Reduced |
| First Trust Advisors LP | 37,191 | $2.51M | 0.00% | −3,312−8.2% | Reduced |
| Park Circle Co | 36,350 | $2.45M | 2.16% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 35,058 | $2.37M | 0.10% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 32,097 | $2.17M | 0.00% | +446+1.4% | Added |
| GWM Advisors LLC | 31,305 | $2.11M | 0.01% | +20,319+185.0% | Added |
| MidFirst Bank | 30,500 | $2.06M | 0.15% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 30,496 | $2.06M | 0.02% | −3,839−11.2% | Reduced |
| Stifel Financial Corp | 29,669 | $2.00M | 0.00% | −983−3.2% | Reduced |
| Rockefeller Capital Management L.P. | 28,856 | $1.95M | 0.00% | −114−0.4% | Reduced |
| Glenmede Trust Co NA | 28,680 | $1.94M | 0.01% | −6,320−18.1% | Reduced |
| Truist Financial Corp | 28,628 | $1.93M | 0.00% | +127+0.4% | Added |
| MML Investors Services, LLC | 27,888 | $1.88M | 0.00% | +19,665+239.1% | Added |
| Zurich Insurance Group Ltd | 27,200 | $1.84M | 0.01% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 27,084 | $1.83M | 0.41% | −936−3.3% | Reduced |
| HighTower Advisors, LLC | 26,912 | $1.82M | 0.00% | +5,888+28.0% | Added |
| ELCO Management Co., LLC | 26,587 | $1.79M | 0.77% | −507−1.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 25,877 | $1.75M | 0.00% | −361−1.4% | Reduced |
| Van Eck Associates Corp | 25,709 | $1.74M | 0.00% | −27,515−51.7% | Reduced |
| Ameriprise Financial Inc | 25,204 | $1.70M | 0.00% | −9,406−27.2% | Reduced |
| Armis Advisers, LLC | 23,859 | $1.61M | 0.15% | +20,609+634.1% | Added |
| Dividend Assets Capital, LLC | 23,098 | $1.56M | 0.30% | +1,686+7.9% | Added |
| Apollon Wealth Management, LLC | 22,138 | $1.49M | 0.02% | −93−0.4% | Reduced |
| Private Advisor Group, LLC | 22,114 | $1.49M | 0.01% | +950+4.5% | Added |
| Colony Group, LLC | 22,024 | $1.49M | 0.00% | +5,211+31.0% | Added |
| Citadel Advisors LLC | 21,633 | $1.46M | 0.00% | +21,633 | New |
| Cascade Investment Group, Inc. | 21,580 | $1.46M | 0.82% | −300−1.4% | Reduced |
| IHT Wealth Management, LLC | 20,271 | $1.37M | 0.03% | +9,094+81.4% | Added |
| American Financial Group Inc | 20,000 | $1.35M | 0.48% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 19,030 | $1.31M | 0.00% | +4,980+35.4% | Added |
| Virtu Financial LLC | 18,971 | $1.28M | 0.04% | +18,971 | New |
| US Bancorp | 18,884 | $1.27M | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 17,144 | $1.16M | 0.00% | +40.0% | Added |
| Focus Financial Network, Inc. | 16,594 | $1.12M | 0.03% | −281−1.7% | Reduced |
| Cary Street Partners Financial LLC | 16,569 | $1.12M | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 16,129 | $1.09M | 0.01% | +16,129 | New |
| Jump Financial, LLC | 15,900 | $1.07M | 0.01% | +15,900 | New |
| Austin Wealth Management, LLC | 13,934 | $1.03M | 0.22% | +13,934 | New |
| Creative Planning | 15,270 | $1.03M | 0.00% | −21,064−58.0% | Reduced |
| Quad-Cities Investment Group, LLC | 15,230 | $1.03M | 0.37% | +1,035+7.3% | Added |