Institutional Ownership Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN). We have compiled data on the 317 institutions that hold shares in the stock, with a total of 62 Million shares, which have been reported (via 13F filing form) to have a value of $3.29 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
25,805
shares
|
$1.37 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
25,719
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Added 0.2%
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
25,596
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
Reduced 23.36%
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
25,475
shares
|
$1.35 Million
1.14% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
Dividend Assets Capital, LLC
|
Apr 15, 2025 Q1 2025 |
25,378
shares
|
$1.35 Million
0.28% of portfolio
|
Q1 2025
Reduced 12.25%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
25,232
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Added 4.75%
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
23,009
shares
|
$1.22 Million
0.21% of portfolio
|
Q2 2025
Added 23.21%
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
21,619
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
Duff & Phelps Investment Management CO
Chicago, IL |
May 13, 2025 Q1 2025 |
19,869
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 82.2%
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
19,618
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
American Financial Group Inc
|
May 08, 2025 Q1 2025 |
19,500
shares
|
$1.03 Million
0.53% of portfolio
|
Q2 2024
Added 25.81%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
19,200
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2025
Added 10.64%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
18,301
shares
|
$971,234
0.04% of portfolio
|
Q1 2025
Added 1.72%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
18,008
shares
|
$955,684
0.0% of portfolio
|
Q2 2023
Reduced 2.06%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
17,624
shares
|
$935,305
0.0% of portfolio
|
Q1 2025
Reduced 26.77%
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
16,653
shares
|
$883,774
0.0% of portfolio
|
Q2 2024
New holding
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
16,622
shares
|
$882,129
0.0% of portfolio
|
Q1 2025
Added 1.96%
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
16,119
shares
|
$855,435
0.03% of portfolio
|
Q1 2025
New holding
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
15,834
shares
|
$840,310
0.62% of portfolio
|
Q3 2024
New holding
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
15,502
shares
|
$822,691
0.24% of portfolio
|
Q1 2025
Added 0.68%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
15,456
shares
|
$820,249
0.0% of portfolio
|
Q1 2025
Added 17.67%
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
15,424
shares
|
$818,551
0.05% of portfolio
|
Q1 2025
Added 8.44%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,107
shares
|
$801,728
0.03% of portfolio
|
Q4 2023
New holding
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
14,740
shares
|
$782,251
0.04% of portfolio
|
Q2 2024
New holding
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
14,447
shares
|
$766,702
0.0% of portfolio
|
Q1 2025
Added 7.81%
|