Institutional Ownership Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN). We have compiled data on the 311 institutions that hold shares in the stock, with a total of 63 Million shares, which have been reported (via 13F filing form) to have a value of $3.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
51,957
shares
|
$2.73 Million
0.05% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
51,418
shares
|
$2.7 Million
0.0% of portfolio
|
Q3 2025
Added 43.22%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
51,177
shares
|
$2.69 Million
0.0% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jan 26, 2026 Q4 2025 |
50,730
shares
|
$2.66 Million
0.06% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
46,000
shares
|
$2.42 Million
0.01% of portfolio
|
Q4 2024
Added 67.27%
|
|
|
Sovereign Investment Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
43,522
shares
|
$2.28 Million
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Barnett & Company, Inc.
|
Nov 10, 2025 Q3 2025 |
42,083
shares
|
$2.21 Million
1.71% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
42,030
shares
|
$2.21 Million
0.61% of portfolio
|
Q2 2022
Reduced 1.06%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
41,148
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
41,082
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
39,841
shares
|
$2.09 Million
0.0% of portfolio
|
Q4 2025
Reduced 2.75%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
39,088
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
38,674
shares
|
$2.03 Million
0.34% of portfolio
|
Q4 2025
Added 2.78%
|
|
|
Imc Chicago, LLC
|
Nov 04, 2025 Q3 2025 |
38,251
shares
|
$2.01 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
37,347
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Park Circle CO
|
Nov 07, 2025 Q3 2025 |
36,350
shares
|
$1.91 Million
1.61% of portfolio
|
Q2 2022
Added 46.87%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
34,834
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2025
Added 11.41%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
34,335
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2025
Added 18.27%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
30,255
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.37%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
30,240
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
28,405
shares
|
$1.49 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
28,255
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.28%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
27,840
shares
|
$1.46 Million
0.05% of portfolio
|
Q1 2025
Reduced 42.23%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
27,830
shares
|
$1.46 Million
0.74% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
27,825
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|