Institutional Ownership Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN). We have compiled data on the 308 institutions that hold shares in the stock, with a total of 63.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
23,489,829
shares
|
$1.21 Billion
7.31% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
9,080,481
shares
|
$467 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
6,504,694
shares
|
$335 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Aug 14, 2025 Q2 2025 |
2,805,106
shares
|
$144 Million
0.32% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Energy Income Partners, LLC
Westport, CT |
Aug 14, 2025 Q2 2025 |
1,883,992
shares
|
$96.9 Million
1.98% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Blackstone Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
1,796,281
shares
|
$92.4 Million
0.46% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,693,243
shares
|
$87.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.27%
|
|
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,404,738
shares
|
$72.2 Million
0.99% of portfolio
|
Q2 2025
Added 15.75%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,151,153
shares
|
$59.2 Million
0.01% of portfolio
|
Q2 2025
Added 12.3%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,110,476
shares
|
$57.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
982,653
shares
|
$50.5 Million
5.0% of portfolio
|
Q2 2025
Added 231.48%
|
|
|
Recurrent Investment Advisors LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
933,586
shares
|
$48 Million
4.27% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Miller Howard Investments Inc
|
Jul 11, 2025 Q2 2025 |
691,096
shares
|
$35.5 Million
1.22% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
670,269
shares
|
$34.5 Million
0.03% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
662,929
shares
|
$34.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Fractal Investments LLC
|
Jul 07, 2025 Q2 2025 |
616,542
shares
|
$31.7 Million
4.78% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Aug 12, 2025 Q2 2025 |
600,000
shares
|
$30.9 Million
0.83% of portfolio
|
Q3 2021
Added 1.69%
|
|
|
Adams Asset Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
571,547
shares
|
$29.4 Million
5.02% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
444,238
shares
|
$22.8 Million
0.01% of portfolio
|
Q2 2025
Added 35410.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
365,953
shares
|
$18.8 Million
0.01% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
271,831
shares
|
$14 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
247,417
shares
|
$12.7 Million
0.01% of portfolio
|
Q2 2025
Added 448.45%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
236,750
shares
|
$12.2 Million
2.74% of portfolio
|
Q4 2023
Reduced 4.44%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
206,606
shares
|
$10.6 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
190,659
shares
|
$9.81 Million
0.0% of portfolio
|
Q2 2025
Added 3.1%
|