Institutional Ownership Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN). We have compiled data on the 312 institutions that hold shares in the stock, with a total of 63.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.45 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
|
$1.26 Billion
7.82% of portfolio
|
Q1 2025
Added 12.28%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
9,165,717
shares
|
$500 Million
0.11% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
6,523,354
shares
|
$356 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
2,608,701
shares
|
$142 Million
0.31% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Energy Income Partners, LLC
Westport, CT |
Feb 14, 2025 Q4 2024 |
1,764,361
shares
|
$96.3 Million
1.86% of portfolio
|
Q4 2024
Added 67.03%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,712,814
shares
|
$93.5 Million
0.01% of portfolio
|
Q4 2024
Added 22.64%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,693,243
shares
|
$92.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.27%
|
|
|
Blackstone Inc
New York, NY |
Feb 14, 2025 Q4 2024 |
1,349,652
shares
|
$73.7 Million
0.35% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,237,288
shares
|
$67.5 Million
5.02% of portfolio
|
Q4 2024
Added 13.78%
|
|
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
May 14, 2025 Q1 2025 |
1,213,616
shares
|
$66.2 Million
0.86% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,025,036
shares
|
$55.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Recurrent Investment Advisors LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
888,862
shares
|
$48.5 Million
4.29% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Miller Howard Investments Inc
|
Apr 28, 2025 Q1 2025 |
687,244
shares
|
$37.5 Million
1.31% of portfolio
|
Q1 2025
Added 15.49%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
685,429
shares
|
$37.4 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
|
$35.2 Million
0.03% of portfolio
|
Q1 2025
Added 29.45%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
May 14, 2025 Q1 2025 |
600,000
shares
|
$32.7 Million
0.99% of portfolio
|
Q3 2021
Added 1.69%
|
|
|
Adams Asset Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
569,273
shares
|
$31.1 Million
5.14% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Fractal Investments LLC
|
May 06, 2025 Q1 2025 |
552,768
shares
|
$30.2 Million
4.51% of portfolio
|
Q4 2024
Reduced 17.83%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
466,019
shares
|
$25.4 Million
0.01% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
346,963
shares
|
$18.9 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
|
$16.6 Million
0.03% of portfolio
|
Q1 2025
Added 59.51%
|
|
|
Ing Groep Nv
|
May 09, 2025 Q1 2025 |
276,000
shares
|
$15.1 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
|
$14.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
251,562
shares
|
$13.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 38.65%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
236,750
shares
|
$12.9 Million
2.74% of portfolio
|
Q4 2023
Reduced 4.44%
|