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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 1 | $67 | 0.00% | +1 | New |
| Institute for Wealth Management, LLC. | 1 | $68 | 0.00% | +1 | New |
| Markowski Investments | 11 | $709 | 0.00% | +11 | New |
| Longfellow Investment Management Co LLC | 22 | $1.49K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 37 | $2.50K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 40 | $2.70K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 50 | $3.38K | 0.00% | −7−12.3% | Reduced |
| Strategic Advocates LLC | 56 | $3.78K | 0.01% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 65 | $4.39K | 0.00% | +65 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 76 | $5.13K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 79 | $5.33K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 80 | $5.40K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 80 | $5.40K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 93 | $6.28K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 100 | $6.75K | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 107 | $7.22K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 110 | $7.42K | 0.00% | +2+1.9% | Added |
| Federation des caisses Desjardins du Quebec | 114 | $7.71K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 120 | $8.10K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 143 | $9.65K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 146 | $9.86K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 166 | $11.2K | 0.01% | +166 | New |
| Coastline Trust Co | 180 | $12.2K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 181 | $12.2K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 188 | $12.7K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 190 | $12.8K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 218 | $14.7K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 235 | $15.9K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 248 | $16.7K | 0.00% | −29−10.5% | Reduced |
| Farmers & Merchants Investments Inc | 257 | $17.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 281 | $19.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 288 | $19.4K | 0.00% | +43+17.6% | Added |
| TD Waterhouse Canada Inc. | 328 | $22.2K | 0.00% | −350−51.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 330 | $22.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 400 | $27.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 406 | $27.4K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 500 | $33.8K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 500 | $33.8K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $33.8K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 500 | $33.8K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 560 | $37.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 575 | $38.8K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 602 | $40.6K | 0.02% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 626 | $42.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 650 | $43.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 710 | $47.9K | 0.00% | +9+1.3% | Added |
| Whittier Trust Co of Nevada Inc | 730 | $50.2K | 0.00% | −50,000−98.6% | Reduced |
| Harbor Asset Planning, Inc. | 762 | $51.4K | 0.04% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 838 | $56.6K | 0.00% | −125−13.0% | Reduced |
| Compass Financial Management LLC | 807 | $60.0K | 0.01% | +807 | New |
| EverSource Wealth Advisors, LLC | 1,027 | $69.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,036 | $69.9K | 0.01% | +14+1.4% | Added |
| Quent Capital, LLC | 1,075 | $72.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,101 | $74.3K | 0.00% | −640−36.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,196 | $80.7K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,200 | $81.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,200 | $81.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,311 | $88.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,415 | $95.5K | 0.00% | +4+0.3% | Added |
| Front Row Advisors LLC | 1,350 | $99.0K | 0.03% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 1,800 | $121.5K | 0.08% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,909 | $128.9K | 0.04% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,943 | $131.1K | 0.07% | −266−12.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $135.0K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 2,199 | $148.4K | 0.00% | +1,000+83.4% | Added |
| Hilton Head Capital Partners, LLC | 2,388 | $161.2K | 0.08% | +64+2.8% | Added |
| Salem Investment Counselors Inc | 2,666 | $180.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,779 | $187.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,929 | $197.7K | 0.00% | +222+8.2% | Added |
| American National Bank | 2,964 | $200.1K | 0.02% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 2,982 | $201.3K | 0.05% | +2,982 | New |
| Fruth Investment Management | 3,000 | $202.0K | 0.05% | +3,000 | New |
| Anchor Investment Management, LLC | 3,000 | $202.5K | 0.02% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 3,003 | $202.7K | 0.04% | +3,003 | New |
| Stephens Inc | 3,022 | $204.0K | 0.00% | +3,022 | New |
| State of Wyoming | 3,120 | $210.6K | 0.02% | +3,120 | New |
| Novare Capital Management LLC | 3,140 | $211.9K | 0.02% | 00.0% | Unchanged |
| Arrow Investment Advisors, LLC | 3,159 | $213.2K | 0.21% | −46−1.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 3,171 | $214.0K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Advisors, LLC | 3,284 | $221.7K | 0.10% | 00.0% | Unchanged |
| XML Financial, LLC | 3,300 | $222.8K | 0.02% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 3,087 | $223.3K | 0.01% | +3,087 | New |
| Barr E S & Co | 3,500 | $236.3K | 0.01% | 00.0% | Unchanged |
| Roundview Capital LLC | 3,513 | $237.1K | 0.01% | +3,513 | New |
| Global Retirement Partners, LLC | 3,514 | $237.2K | 0.00% | +3,514 | New |
| Davenport & Co LLC | 3,540 | $238.9K | 0.00% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 3,540 | $239.0K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,606 | $243.4K | 0.00% | +3,606 | New |
| Clark Capital Management Group, Inc. | 3,619 | $244.3K | 0.00% | −1,881−34.2% | Reduced |
| Vivaldi Asset Management, LLC | 3,652 | $246.5K | 0.01% | −206−5.3% | Reduced |
| Wealth Alliance Advisory Group, LLC | 3,654 | $246.6K | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,661 | $246.6K | 0.00% | +21+0.6% | Added |
| Kestra Private Wealth Services, LLC | 3,670 | $247.8K | 0.00% | +3,670 | New |
| Tyche Wealth Partners LLC | 3,705 | $250.1K | 0.04% | 00.0% | Unchanged |
| Northern Trust Corp | 3,706 | $250.2K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 3,716 | $250.8K | 0.04% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 3,721 | $251.0K | 0.03% | +3,721 | New |
| Perryman Financial Advisory Inc | 3,732 | $251.9K | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 3,733 | $252.0K | 0.00% | −2,385−39.0% | Reduced |
| Clearstead Advisors, LLC | 3,736 | $252.2K | 0.00% | 00.0% | Unchanged |