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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
13,538
shares
|
$738,768
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
13,500
shares
|
$736,695
0.16% of portfolio
|
Q4 2024
Reduced 51.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
13,135
shares
|
$716,776
0.0% of portfolio
|
Q4 2024
Added 115.79%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
13,106
shares
|
$715,194
0.0% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
13,041
shares
|
$711,647
0.39% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
12,912
shares
|
$704,607
0.0% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
12,805
shares
|
$698,768
0.0% of portfolio
|
Q4 2024
Added 1098.97%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
12,293
shares
|
$670,829
0.01% of portfolio
|
Q1 2025
Added 36.7%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
12,289
shares
|
$670,610
0.03% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
12,030
shares
|
$656,477
0.09% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
11,892
shares
|
$648,946
0.04% of portfolio
|
Q4 2024
Added 10.51%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 13, 2025 Q1 2025 |
11,798
shares
|
$643,816
0.0% of portfolio
|
Q1 2025
Reduced 19.19%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
11,745
shares
|
$640,924
0.67% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
11,360
shares
|
$619,915
0.05% of portfolio
|
Q2 2024
Added 8.19%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
11,290
shares
|
$616,095
0.0% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
11,252
shares
|
$614,021
0.06% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
11,064
shares
|
$603,762
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
10,973
shares
|
$598,796
0.0% of portfolio
|
Q2 2024
Added 152.66%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
10,945
shares
|
$597,268
0.06% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
10,537
shares
|
$575,004
0.02% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
10,521
shares
|
$574,130
0.07% of portfolio
|
Q1 2022
Reduced 1.87%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
10,451
shares
|
$570,311
0.02% of portfolio
|
Q1 2025
Reduced 10.48%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
10,355
shares
|
$565,072
0.02% of portfolio
|
Q1 2025
Reduced 60.5%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
10,130
shares
|
$552,794
0.28% of portfolio
|
Q4 2024
Reduced 52.34%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,075
shares
|
$549,792
0.02% of portfolio
|
Q4 2024
Added 4.65%
|