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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 14,968 | $1.01M | 0.00% | −54,636−78.5% | Reduced |
| Baird Financial Group, Inc. | 15,043 | $1.02M | 0.00% | −25−0.2% | Reduced |
| We Are One Seven, LLC | 15,068 | $1.02M | 0.02% | +404+2.8% | Added |
| McDonald Partners LLC | 15,100 | $1.02M | 0.25% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 15,230 | $1.03M | 0.37% | +1,035+7.3% | Added |
| Creative Planning | 15,270 | $1.03M | 0.00% | −21,064−58.0% | Reduced |
| Austin Wealth Management, LLC | 13,934 | $1.03M | 0.22% | +13,934 | New |
| Jump Financial, LLC | 15,900 | $1.07M | 0.01% | +15,900 | New |
| SRS Capital Advisors, Inc. | 16,129 | $1.09M | 0.01% | +16,129 | New |
| Cary Street Partners Financial LLC | 16,569 | $1.12M | 0.02% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 16,594 | $1.12M | 0.03% | −281−1.7% | Reduced |
| BlackRock, Inc. | 17,144 | $1.16M | 0.00% | +40.0% | Added |
| US Bancorp | 18,884 | $1.27M | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 18,971 | $1.28M | 0.04% | +18,971 | New |
| Wealth Enhancement Advisory Services, LLC | 19,030 | $1.31M | 0.00% | +4,980+35.4% | Added |
| American Financial Group Inc | 20,000 | $1.35M | 0.48% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 20,271 | $1.37M | 0.03% | +9,094+81.4% | Added |
| Cascade Investment Group, Inc. | 21,580 | $1.46M | 0.82% | −300−1.4% | Reduced |
| Citadel Advisors LLC | 21,633 | $1.46M | 0.00% | +21,633 | New |
| Colony Group, LLC | 22,024 | $1.49M | 0.00% | +5,211+31.0% | Added |
| Private Advisor Group, LLC | 22,114 | $1.49M | 0.01% | +950+4.5% | Added |
| Apollon Wealth Management, LLC | 22,138 | $1.49M | 0.02% | −93−0.4% | Reduced |
| Dividend Assets Capital, LLC | 23,098 | $1.56M | 0.30% | +1,686+7.9% | Added |
| Armis Advisers, LLC | 23,859 | $1.61M | 0.15% | +20,609+634.1% | Added |
| Ameriprise Financial Inc | 25,204 | $1.70M | 0.00% | −9,406−27.2% | Reduced |
| Van Eck Associates Corp | 25,709 | $1.74M | 0.00% | −27,515−51.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 25,877 | $1.75M | 0.00% | −361−1.4% | Reduced |
| ELCO Management Co., LLC | 26,587 | $1.79M | 0.77% | −507−1.9% | Reduced |
| HighTower Advisors, LLC | 26,912 | $1.82M | 0.00% | +5,888+28.0% | Added |
| Empirical Asset Management, LLC | 27,084 | $1.83M | 0.41% | −936−3.3% | Reduced |
| Zurich Insurance Group Ltd | 27,200 | $1.84M | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 27,888 | $1.88M | 0.00% | +19,665+239.1% | Added |
| Truist Financial Corp | 28,628 | $1.93M | 0.00% | +127+0.4% | Added |
| Glenmede Trust Co NA | 28,680 | $1.94M | 0.01% | −6,320−18.1% | Reduced |
| Rockefeller Capital Management L.P. | 28,856 | $1.95M | 0.00% | −114−0.4% | Reduced |
| Stifel Financial Corp | 29,669 | $2.00M | 0.00% | −983−3.2% | Reduced |
| Westwood Holdings Group Inc. | 30,496 | $2.06M | 0.02% | −3,839−11.2% | Reduced |
| MidFirst Bank | 30,500 | $2.06M | 0.15% | 00.0% | Unchanged |
| GWM Advisors LLC | 31,305 | $2.11M | 0.01% | +20,319+185.0% | Added |
| Commonwealth Equity Services, LLC | 32,097 | $2.17M | 0.00% | +446+1.4% | Added |
| Linscomb & Williams, Inc. | 35,058 | $2.37M | 0.10% | 00.0% | Unchanged |
| Park Circle Co | 36,350 | $2.45M | 2.16% | 00.0% | Unchanged |
| First Trust Advisors LP | 37,191 | $2.51M | 0.00% | −3,312−8.2% | Reduced |
| Barnett & Company, Inc. | 37,883 | $2.56M | 1.89% | −1,700−4.3% | Reduced |
| Crescent Grove Advisors, LLC | 41,884 | $2.83M | 0.24% | +15,015+55.9% | Added |
| Sovereign Investment Advisors, LLC | 43,522 | $2.94M | 0.55% | 00.0% | Unchanged |
| Captrust Financial Advisors | 45,344 | $3.06M | 0.00% | +984+2.2% | Added |
| Cresset Asset Management, LLC | 47,416 | $3.20M | 0.01% | +276+0.6% | Added |
| Kestra Advisory Services, LLC | 49,066 | $3.31M | 0.01% | −13,292−21.3% | Reduced |
| Toronto Dominion Bank | 49,798 | $3.36M | 0.01% | +49,798 | New |
| Gilman Hill Asset Management, LLC | 50,349 | $3.40M | 0.46% | +1,790+3.7% | Added |
| AlTi Global, Inc. | 51,254 | $3.46M | 0.07% | +51,254 | New |
| Mariner, LLC | 52,636 | $3.55M | 0.00% | +846+1.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 56,800 | $3.83M | 0.58% | 00.0% | Unchanged |
| Kayne Anderson Capital Advisors LP | 57,396 | $3.87M | 0.08% | +57,396 | New |
| Advisors Asset Management, Inc. | 58,376 | $3.94M | 0.06% | +2,301+4.1% | Added |
| J.W. Cole Advisors, Inc. | 59,126 | $3.99M | 0.07% | −1,357−2.2% | Reduced |
| Cetera Investment Advisers | 62,112 | $4.19M | 0.00% | −448−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 62,593 | $4.23M | 0.00% | +2,223+3.7% | Added |
| Waldron Private Wealth LLC | 71,000 | $4.79M | 0.17% | 00.0% | Unchanged |
| Summit Financial, LLC | 76,531 | $5.17M | 0.06% | −5,000−6.1% | Reduced |
| Envestnet Asset Management Inc | 82,908 | $5.60M | 0.00% | +9,236+12.5% | Added |
| Thoroughbred Financial Services, LLC | 86,000 | $5.80M | 0.28% | +86,000 | New |
| Susquehanna Portfolio Strategies, LLC | 91,587 | $6.18M | 0.10% | +2,961+3.3% | Added |
| Exchange Traded Concepts, LLC | 106,281 | $7.17M | 0.04% | −14,317−11.9% | Reduced |
| Warren Averett Asset Management, LLC | 133,448 | $9.01M | 0.05% | +1,390+1.1% | Added |
| Texas Yale Capital Corp. | 134,896 | $9.11M | 0.20% | +1,750+1.3% | Added |
| Beacon Pointe Advisors, LLC | 136,702 | $9.23M | 0.04% | −1,817−1.3% | Reduced |
| TCG Advisory Services, LLC | 145,379 | $9.81M | 0.18% | +1,009+0.7% | Added |
| CIBC Bancorp USA Inc. | 148,090 | $10.0M | 0.01% | +6,647+4.7% | Added |
| BNP Paribas Arbitrage, SA | 154,870 | $10.5M | 0.01% | +39,141+33.8% | Added |
| Sanctuary Advisors, LLC | 155,101 | $10.5M | 0.05% | +388+0.3% | Added |
| Kercheville Advisors, LLC | 159,086 | $10.7M | 3.27% | +5,001+3.2% | Added |
| LPL Financial LLC | 175,491 | $11.8M | 0.00% | −1,719−1.0% | Reduced |
| HRT Financial LP | 182,411 | $12.3M | 0.02% | +110,461+153.5% | Added |
| Citigroup Inc | 187,155 | $12.6M | 0.01% | −51,414−21.6% | Reduced |
| Chickasaw Capital Management LLC | 192,465 | $13.0M | 0.47% | −10,628−5.2% | Reduced |
| Wells Fargo & Company | 204,739 | $13.8M | 0.00% | −18,520−8.3% | Reduced |
| Royal Bank of Canada | 205,519 | $13.9M | 0.00% | +15,045+7.9% | Added |
| Cooperman Leon G | 225,994 | $15.3M | 0.43% | −1,394,006−86.0% | Reduced |
| Bank of America Corp | 237,704 | $16.0M | 0.00% | +33,095+16.2% | Added |
| Walnut Private Equity Partners, LLC | 242,100 | $16.3M | 8.83% | 00.0% | Unchanged |
| ING Groep NV | 267,000 | $18.0M | 0.09% | +103,000+62.8% | Added |
| Allianz Asset Management GmbH | 369,073 | $24.9M | 0.02% | +40,758+12.4% | Added |
| Raymond James Financial Inc | 377,488 | $25.5M | 0.01% | −6,365−1.7% | Reduced |
| Adams Asset Advisors, LLC | 565,822 | $38.2M | 4.33% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 600,000 | $39.0M | 0.95% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 579,385 | $39.1M | 0.03% | +2,938+0.5% | Added |
| Fractal Investments LLC | 682,002 | $46.0M | 5.31% | +65,460+10.6% | Added |
| Barclays PLC | 692,085 | $46.7M | 0.01% | −102,505−12.9% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 778,973 | $52.6M | 0.53% | −36,525−4.5% | Reduced |
| Blackstone Group Inc. | 854,595 | $57.7M | 0.19% | −39,763−4.4% | Reduced |
| Miller Howard Investments Inc | 974,109 | $65.8M | 1.74% | +157,876+19.3% | Added |
| Infrastructure Capital Advisors, LLC | 995,794 | $67.2M | 5.25% | +22,859+2.3% | Added |
| UBS Group AG | 1,059,451 | $71.5M | 0.01% | +99,719+10.4% | Added |
| Recurrent Investment Advisors LLC | 1,149,434 | $77.6M | 4.82% | +121,557+11.8% | Added |
| JPMorgan Chase & Co | 1,634,270 | $112.0M | 0.01% | +129,580+8.6% | Added |
| Energy Income Partners, LLC | 1,768,784 | $119.4M | 1.88% | −132,467−7.0% | Reduced |
| Morgan Stanley | 2,559,034 | $172.7M | 0.01% | +1,447,208+130.2% | Added |
| FMR LLC | 2,587,682 | $174.7M | 0.01% | −1,049,332−28.9% | Reduced |