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 58.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
19,133,669
shares
|
$977 Million
6.92% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
8,670,067
shares
|
$443 Million
0.09% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
6,935,449
shares
|
$354 Million
0.06% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
2,480,659
shares
|
$127 Million
0.32% of portfolio
|
Q3 2024
Reduced 39.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
2,191,570
shares
|
$112 Million
0.01% of portfolio
|
Q3 2024
Added 26.23%
|
|
|
Blackstone Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
1,429,310
shares
|
$73 Million
0.36% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,396,644
shares
|
$71.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,349,687
shares
|
$68.9 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,087,407
shares
|
$55.5 Million
9.1% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Energy Income Partners, LLC
Westport, CT |
Nov 14, 2024 Q3 2024 |
1,056,298
shares
|
$54 Million
1.21% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
986,111
shares
|
$50.4 Million
0.01% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Recurrent Investment Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
864,176
shares
|
$44.1 Million
4.69% of portfolio
|
Q3 2024
Added 29.25%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
700,229
shares
|
$35.8 Million
0.03% of portfolio
|
Q2 2024
Added 176.6%
|
|
|
Fractal Investments LLC
|
Oct 30, 2024 Q3 2024 |
672,682
shares
|
$34.4 Million
6.19% of portfolio
|
Q2 2024
Added 177.97%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
600,000
shares
|
$30.6 Million
0.85% of portfolio
|
Q3 2021
Added 1.69%
|
|
|
Miller Howard Investments Inc
|
Nov 05, 2024 Q3 2024 |
589,761
shares
|
$30.1 Million
0.98% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
572,779
shares
|
$29.3 Million
0.03% of portfolio
|
Q3 2024
Added 5437.31%
|
|
|
Adams Asset Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
571,538
shares
|
$29.2 Million
4.76% of portfolio
|
Q2 2024
Added 82.35%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
436,288
shares
|
$22.3 Million
0.01% of portfolio
|
Q3 2024
Added 908833.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
410,046
shares
|
$20.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.29%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
339,402
shares
|
$17.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.15%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
313,750
shares
|
$16 Million
0.0% of portfolio
|
Q3 2024
Added 18.44%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
304,613
shares
|
$15.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
287,773
shares
|
$14.7 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
282,324
shares
|
$14.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 45.53%
|