Institutional Ownership Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN). We have compiled data on the 316 institutions that hold shares in the stock, with a total of 61.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
23,132,625
shares
|
$1.33 Billion
7.82% of portfolio
|
Q1 2025
Added 12.28%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
9,165,717
shares
|
$525 Million
0.11% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
6,523,354
shares
|
$374 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
2,978,209
shares
|
$171 Million
0.4% of portfolio
|
Q1 2025
Added 14.16%
|
|
|
Energy Income Partners, LLC
Westport, CT |
May 15, 2025 Q1 2025 |
1,810,296
shares
|
$104 Million
2.01% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Blackstone Inc
New York, NY |
May 15, 2025 Q1 2025 |
1,754,583
shares
|
$101 Million
0.46% of portfolio
|
Q1 2025
Added 30.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,693,243
shares
|
$97.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.27%
|
|
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
May 14, 2025 Q1 2025 |
1,213,616
shares
|
$69.6 Million
0.86% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,163,693
shares
|
$66.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 32.06%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,025,036
shares
|
$58.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Recurrent Investment Advisors LLC
Houston, TX |
May 15, 2025 Q1 2025 |
932,862
shares
|
$53.5 Million
4.66% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Miller Howard Investments Inc
|
Apr 28, 2025 Q1 2025 |
687,244
shares
|
$39.4 Million
1.31% of portfolio
|
Q1 2025
Added 15.49%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
685,429
shares
|
$39.3 Million
0.04% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
644,512
shares
|
$36.9 Million
0.03% of portfolio
|
Q1 2025
Added 29.45%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
May 14, 2025 Q1 2025 |
600,000
shares
|
$34.4 Million
0.99% of portfolio
|
Q3 2021
Added 1.69%
|
|
|
Adams Asset Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
569,273
shares
|
$32.6 Million
5.14% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Fractal Investments LLC
|
May 06, 2025 Q1 2025 |
552,768
shares
|
$31.7 Million
4.51% of portfolio
|
Q4 2024
Reduced 17.83%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
346,963
shares
|
$19.9 Million
0.01% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
304,500
shares
|
$17.5 Million
0.03% of portfolio
|
Q1 2025
Added 59.51%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
296,442
shares
|
$17 Million
1.23% of portfolio
|
Q1 2025
Reduced 76.04%
|
|
|
Ing Groep Nv
|
May 09, 2025 Q1 2025 |
276,000
shares
|
$15.8 Million
0.12% of portfolio
|
Q1 2025
Reduced 46.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
271,831
shares
|
$15.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
236,750
shares
|
$13.6 Million
2.74% of portfolio
|
Q4 2023
Reduced 4.44%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
206,842
shares
|
$11.9 Million
0.51% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
189,662
shares
|
$10.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 24.15%
|