Institutional Ownership Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN). We have compiled data on the 299 institutions that hold shares in the stock, with a total of 61.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
20,603,455
shares
|
$1.19 Billion
6.73% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
8,868,926
shares
|
$514 Million
0.09% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
6,734,967
shares
|
$390 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
2,608,701
shares
|
$151 Million
0.31% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,150,701
shares
|
$125 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Energy Income Partners, LLC
Westport, CT |
Feb 14, 2025 Q4 2024 |
1,764,361
shares
|
$102 Million
1.86% of portfolio
|
Q4 2024
Added 67.03%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,712,814
shares
|
$99.3 Million
0.01% of portfolio
|
Q4 2024
Added 22.64%
|
|
|
Blackstone Inc
New York, NY |
Feb 14, 2025 Q4 2024 |
1,349,652
shares
|
$78.2 Million
0.35% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,279,736
shares
|
$74.2 Million
0.85% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,237,288
shares
|
$71.7 Million
5.02% of portfolio
|
Q4 2024
Added 13.78%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,046,872
shares
|
$60.7 Million
0.01% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Recurrent Investment Advisors LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
888,862
shares
|
$51.5 Million
4.29% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
685,430
shares
|
$39.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
600,000
shares
|
$34.8 Million
0.83% of portfolio
|
Q3 2021
Added 1.69%
|
|
|
Miller Howard Investments Inc
|
Jan 28, 2025 Q4 2024 |
595,057
shares
|
$34.5 Million
1.02% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Adams Asset Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
571,538
shares
|
$33.1 Million
4.56% of portfolio
|
Q2 2024
Added 82.35%
|
|
|
Fractal Investments LLC
|
Jan 27, 2025 Q4 2024 |
552,768
shares
|
$32 Million
4.41% of portfolio
|
Q4 2024
Reduced 17.83%
|
|
|
Ing Groep Nv
|
Feb 03, 2025 Q4 2024 |
513,715
shares
|
$29.8 Million
0.19% of portfolio
|
Q4 2024
Added 223.67%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
497,891
shares
|
$28.9 Million
0.02% of portfolio
|
Q4 2024
Added 63.45%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
466,019
shares
|
$27 Million
0.01% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
344,839
shares
|
$20 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
271,831
shares
|
$15.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
251,562
shares
|
$14.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 38.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
250,062
shares
|
$14.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.43%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
236,750
shares
|
$13.7 Million
2.74% of portfolio
|
Q4 2023
Reduced 4.44%
|