Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2026: 304 institutions
Q1 2021: 134 institutionsQ2 2021: 148 institutionsQ3 2021: 146 institutionsQ4 2021: 161 institutionsQ1 2022: 170 institutionsQ2 2022: 168 institutionsQ3 2022: 169 institutionsQ4 2022: 179 institutionsQ1 2023: 182 institutionsQ2 2023: 189 institutionsQ3 2023: 188 institutionsQ4 2023: 211 institutionsQ1 2024: 211 institutionsQ2 2024: 275 institutionsQ3 2024: 276 institutionsQ4 2024: 270 institutionsQ1 2025: 293 institutionsQ2 2025: 282 institutionsQ3 2025: 274 institutionsQ4 2025: 276 institutionsQ1 2026: 297 institutionsQ2 2026: 304 institutions
Value heldQ2 2026: $4.51B
Q1 2021: $672.2MQ2 2021: $714.8MQ3 2021: $673.1MQ4 2021: $714.3MQ1 2022: $714.4MQ2 2022: $635.0MQ3 2022: $641.0MQ4 2022: $757.6MQ1 2023: $793.1MQ2 2023: $781.1MQ3 2023: $950.1MQ4 2023: $1.47BQ1 2024: $1.27BQ2 2024: $3.31BQ3 2024: $3.13BQ4 2024: $3.12BQ1 2025: $3.57BQ2 2025: $3.41BQ3 2025: $3.22BQ4 2025: $3.48BQ1 2026: $4.39BQ2 2026: $4.51B
Institutions holding SUN and their total value by quarter
QuarterHoldersValue
Q2 2026304$4.51B
Q1 2026297$4.39B
Q4 2025276$3.48B
Q3 2025274$3.22B
Q2 2025282$3.41B
Q1 2025293$3.57B
Q4 2024270$3.12B
Q3 2024276$3.13B
Q2 2024275$3.31B
Q1 2024211$1.27B
Q4 2023211$1.47B
Q3 2023188$950.1M
Q2 2023189$781.1M
Q1 2023182$793.1M
Q4 2022179$757.6M
Q3 2022169$641.0M
Q2 2022168$635.0M
Q1 2022170$714.4M
Q4 2021161$714.3M
Q3 2021146$673.1M
Q2 2021148$714.8M
Q1 2021134$672.2M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Sunoco LP; share changes are against Q1 2026.

Institutions holding SUN in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
McDonald Partners LLC15,100$1.02M0.25%00.0%Unchanged
We Are One Seven, LLC15,068$1.02M0.02%+404+2.8%Added
Baird Financial Group, Inc.15,043$1.02M0.00%−25−0.2%Reduced
Susquehanna International Group, LLP14,968$1.01M0.00%−54,636−78.5%Reduced
Castleark Management LLC14,450$975.4K0.03%00.0%Unchanged
Janney Montgomery Scott LLC14,002$945.0K0.00%+1,540+12.4%Added
IFG Advisory, LLC13,846$934.6K0.03%+5,686+69.7%Added
CAPROCK Group, Inc.13,001$877.6K0.02%−275−2.1%Reduced
Sigma Planning Corp12,233$825.7K0.02%−660−5.1%Reduced
Bokf, NA12,183$822.4K0.01%00.0%Unchanged
Pallas Capital Advisors LLC12,116$817.8K0.03%+12,116New
M&T Bank Corp12,014$810.9K0.00%−1,092−8.3%Reduced
M.E. Allison & Co., Inc.11,745$792.8K0.46%00.0%Unchanged
EP Wealth Advisors, LLC11,540$778.9K0.00%+5,354+86.6%Added
Quantinno Capital Management LP11,406$770.0K0.00%+1,915+20.2%Added
Larson Financial Group LLC11,178$754.5K0.02%+267+2.4%Added
International Assets Investment Management, LLC10,976$744.1K0.04%−93−0.8%Reduced
The PNC Financial Services Group, Inc.10,599$715.4K0.00%−6,300−37.3%Reduced
Oxbow Advisors, LLC10,595$715.2K0.06%−480−4.3%Reduced
Jones Financial Companies LLLP10,722$713.0K0.00%+810+8.2%Added
Moors & Cabot, Inc.10,301$695.3K0.03%−1,267−11.0%Reduced
Tradition Wealth Management, LLC10,071$679.8K0.04%+52+0.5%Added
Baldwin Brothers Inc9,860$665.5K0.04%00.0%Unchanged
GWN Securities Inc.9,821$662.9K0.11%+9,821New
Cerity Partners LLC9,686$653.8K0.00%+3,979+69.7%Added
National Asset Management, Inc.9,441$647.3K0.04%−278−2.9%Reduced
Stratos Wealth Partners, LTD.9,470$639.3K0.01%+63+0.7%Added
Brown Advisory Inc9,199$620.9K0.00%−680−6.9%Reduced
Oppenheimer Asset Management Inc.9,099$614.2K0.01%+1,263+16.1%Added
Davidson Trust Co9,000$607.5K0.24%00.0%Unchanged
Cypress Capital Group8,620$581.9K0.05%00.0%Unchanged
PSI Advisors, LLC8,535$576.1K0.13%−266−3.0%Reduced
Spirit of America Management Corp8,500$573.8K0.11%00.0%Unchanged
Midwest Trust Co8,482$572.5K0.01%00.0%Unchanged
SG Americas Securities, LLC8,447$570.0K0.00%+8,447New
SFMG, LLC8,300$560.3K0.03%00.0%Unchanged
Cohen Capital Management, Inc.8,210$554.2K0.08%00.0%Unchanged
Kingsview Wealth Management, LLC8,004$540.3K0.01%−9,067−53.1%Reduced
Bank of New York Mellon Corp7,887$532.3K0.00%−2,139−21.3%Reduced
Uhlmann Price Securities, LLC7,810$527.2K0.02%−55−0.7%Reduced
United Advisor Group, LLC7,723$521.3K0.06%−370−4.6%Reduced
Wiley Bros.-Aintree Capital, LLC7,616$514.1K0.00%−1,981−20.6%Reduced
Benjamin Edwards Inc7,589$512.4K0.00%−306−3.9%Reduced
MAI Capital Management7,584$511.9K0.00%+2,089+38.0%Added
Oppenheimer & Co Inc7,571$511.0K0.01%+225+3.1%Added
Avidian Wealth Solutions, LLC7,490$505.6K0.01%+574+8.3%Added
Baker Avenue Asset Management, LP7,448$502.7K0.01%−763−9.3%Reduced
Ameritas Advisory Services, LLC7,230$488.0K0.01%+7,230New
CI Private Wealth, LLC7,202$486.1K0.00%+7,202New
Cullen/Frost Bankers, Inc.7,170$484.0K0.00%−25−0.3%Reduced
Green Square Capital Advisors LLC7,038$475.1K0.04%00.0%Unchanged
RMB Capital Management, LLC6,986$471.6K0.01%00.0%Unchanged
WealthPLAN Partners, LLC6,883$464.6K0.09%+5+0.1%Added
Cary Street Partner Investment Advisory LLC6,796$458.7K0.09%00.0%Unchanged
Concurrent Investment Advisors, LLC6,473$436.9K0.00%+76+1.2%Added
Ulland Investment Advisors, LLC6,450$435.0K0.32%+1,450+29.0%Added
Avid Wealth Partners LLC6,398$431.8K0.21%00.0%Unchanged
Wedbush Securities Inc6,110$412.0K0.01%+166+2.8%Added
Mercer Global Advisors Inc6,015$406.0K0.00%−1,125−15.8%Reduced
Wealthcare Advisory Partners LLC6,007$405.5K0.01%−3,095−34.0%Reduced
Sittner & Nelson, LLC6,000$405.0K0.13%00.0%Unchanged
Abel Hall, LLC6,000$405.0K0.07%00.0%Unchanged
Vaquero Private Wealth, Ltd6,000$405.0K0.08%+6,000New
PFG Investments, LLC5,951$401.7K0.02%+237+4.1%Added
DRW Securities, LLC5,876$396.6K0.02%+5,876New
Diversified Trust Co5,827$393.3K0.01%00.0%Unchanged
Zinnia Wealth Advisory, LLC5,771$389.6K0.40%−268−4.4%Reduced
Patriot Financial Group Insurance Agency, LLC5,771$389.5K0.04%−5,687−49.6%Reduced
Corps Capital Advisors, LLC5,725$386.4K0.31%00.0%Unchanged
CSS LLC5,654$381.6K0.02%−500−8.1%Reduced
Independent Advisor Alliance5,640$380.7K0.01%−1,200−17.5%Reduced
Pensionmark Financial Group, LLC5,782$376.6K0.01%−3,818−39.8%Reduced
Cornerstone Planning Group LLC4,816$365.8K0.05%−51−1.0%Reduced
Arkadios Wealth Advisors5,340$360.4K0.01%+124+2.4%Added
Carnegie Capital Asset Management, LLC5,263$355.3K0.01%−10.0%Reduced
Genesee Capital Advisors, LLC4,958$334.7K0.11%00.0%Unchanged
Garrett Wealth Advisory Group, LLC4,933$333.0K0.05%00.0%Unchanged
Bridges Investment Management Inc4,927$332.6K0.00%00.0%Unchanged
Willis Investment Counsel4,883$329.6K0.02%00.0%Unchanged
Allworth Financial LP4,871$328.8K0.00%−271−5.3%Reduced
Crumly & Associates Inc.4,711$318.0K0.06%00.0%Unchanged
King Luther Capital Management Corp4,693$316.8K0.00%00.0%Unchanged
Riverchase Wealth Management, LLC4,679$315.8K0.15%00.0%Unchanged
Regal Investment Advisors LLC4,611$311.3K0.02%−260−5.3%Reduced
Independent Financial Group, LLC4,558$307.7K0.01%−2,450−35.0%Reduced
Lee Financial Co4,530$305.8K0.04%00.0%Unchanged
CWA Asset Management Group, LLC4,528$305.6K0.01%−390−7.9%Reduced
Mutual Advisors, LLC4,420$298.4K0.01%−19−0.4%Reduced
Liberty Capital Management, Inc.4,384$295.9K0.05%+4,384New
Founders Financial Alliance, LLC4,378$295.5K0.04%+5+0.1%Added
Newbridge Financial Services Group, Inc.4,308$290.8K0.04%+45+1.1%Added
Quadrant Private Wealth Management, LLC4,259$287.5K0.06%+3+0.1%Added
D.A. Davidson & Co.4,248$286.7K0.00%−100−2.3%Reduced
Whitener Capital Management, Inc.4,172$281.6K0.06%−135−3.1%Reduced
Ethos Financial Group, LLC4,142$279.6K0.02%00.0%Unchanged
Wealth Alliance4,008$270.5K0.02%−1,489−27.1%Reduced
Capital Advisors Inc3,932$265.4K0.00%00.0%Unchanged
IMC-Chicago, LLC3,913$264.1K0.00%−7,330−65.2%Reduced
HighPoint Advisor Group LLC3,905$263.6K0.01%00.0%Unchanged
Atria Investments LLC3,873$261.4K0.00%+3,873New