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 63.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 14, 2026 Q4 2025 |
14,159
shares
|
$743,347
0.33% of portfolio
|
Q4 2025
Added 3.97%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
13,928
shares
|
$731,220
0.02% of portfolio
|
Q3 2025
Reduced 14.58%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
13,833
shares
|
$726,232
0.0% of portfolio
|
Q3 2025
Reduced 19.04%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
13,538
shares
|
$710,745
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
13,358
shares
|
$701,295
0.0% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
M&T Bank Corp
|
Jan 29, 2026 Q4 2025 |
13,106
shares
|
$688,065
0.0% of portfolio
|
Q4 2025
Reduced 93.98%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
12,721
shares
|
$667,852
0.0% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
12,183
shares
|
$639,607
0.01% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
12,000
shares
|
$630,000
0.06% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
11,802
shares
|
$619,605
0.03% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
11,745
shares
|
$616,612
0.42% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
11,624
shares
|
$610,260
0.03% of portfolio
|
Q3 2025
Reduced 24.64%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
11,264
shares
|
$591,360
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
11,064
shares
|
$580,860
0.01% of portfolio
|
Q4 2025
Added 10.96%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
11,061
shares
|
$580,702
0.05% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
10,974
shares
|
$576,135
0.0% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,970
shares
|
$575,925
0.03% of portfolio
|
Q3 2025
Reduced 13.97%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Oct 31, 2025 Q3 2025 |
10,595
shares
|
$556,237
0.06% of portfolio
|
Q2 2025
Added 32.44%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,552
shares
|
$553,980
0.01% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,523
shares
|
$552,457
0.0% of portfolio
|
Q3 2025
Added 75.73%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
10,521
shares
|
$552,352
0.07% of portfolio
|
Q1 2022
Reduced 1.87%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
10,273
shares
|
$539,332
0.02% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
10,059
shares
|
$528,097
0.02% of portfolio
|
Q4 2025
Added 0.32%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
10,000
shares
|
$525,000
0.01% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
9,902
shares
|
$519,855
0.04% of portfolio
|
Q3 2025
Added 0.63%
|
|