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SUN · Sunoco LP

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$74.51 -0.66 (-0.87%) At close · Jul 27
Market Cap
$15.26B
Shares
204.82M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 296
Total Value: $4,428,952,104
Total Shares: 68,092,040
Showing 1–100 of 302 holdings by value · page 1 of 4

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 297 13F filers
Top Holder
36.0%
Jun 2023 → Mar 2026 · range 25.7% – 45.4%
of institutional value
Top 5
67.1%
Jun 2023 → Mar 2026 · range 57.6% – 70.0%
of institutional value
Top 10
77.6%
Jun 2023 → Mar 2026 · range 71.7% – 81.0%
of institutional value
HHI
1,621
Jun 2023 → Mar 2026 · range 1,023 – 2,251
Moderately concentrated
Showing 100 of 302
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Large ALPS ADVISORS INC $1,602,900,273 36.19% 24,671,391
Mega Invesco Ltd. $575,464,756 12.99% 8,857,392
Mega GOLDMAN SACHS GROUP INC $359,195,935 8.11% 5,528,643
Mega FMR LLC $236,296,799 5.34% 3,637,014
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $209,614,919 4.73% 3,226,334
Mid Energy Income Partners, LLC $123,524,276 2.79% 1,901,251
Mid COOPERMAN LEON G $105,251,400 2.38% 1,620,000
Mega JPMORGAN CHASE & CO $97,759,706 2.21% 1,504,690
Mega MORGAN STANLEY $72,235,332 1.63% 1,111,826
Mid Recurrent Investment Advisors LLC $66,781,168 1.51% 1,027,877
Mid INFRASTRUCTURE CAPITAL ADVISORS, LLC $63,211,586 1.43% 972,935
Mega UBS Group AG $62,353,787 1.41% 959,732
Large Blackstone Inc. $58,106,439 1.31% 894,358
Mid MILLER HOWARD INVESTMENTS INC /NY $53,030,658 1.20% 816,233
Mid TORTOISE CAPITAL ADVISORS, L.L.C. $52,982,904 1.20% 815,498
Mega BARCLAYS PLC $51,624,512 1.17% 794,590
Small Fractal Investments LLC $46,035,135 1.04% 682,002
Mid BOWEN HANES & CO INC $38,982,000 0.88% 600,000
Small Adams Asset Advisors, LLC $38,192,985 0.86% 565,822
Mega NEUBERGER BERMAN GROUP LLC $37,451,760 0.85% 576,447
Mega RAYMOND JAMES FINANCIAL INC $24,938,928 0.56% 383,853
Large Allianz Asset Management GmbH $21,330,625 0.48% 328,315
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $18,997,228 0.43% 292,400
Mega CITIGROUP INC $15,499,827 0.35% 238,569
Mega WELLS FARGO & COMPANY/MN $14,505,135 0.33% 223,259
Mega BANK OF AMERICA CORP /DE/ Bank $13,293,445 0.30% 204,609
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $12,916,036 0.29% 198,800
Mega ROYAL BANK OF CANADA Bank $12,375,095 0.28% 190,474
Mega CITADEL ADVISORS LLC $11,727,085 0.26% 180,500
Mega LPL Financial LLC $11,513,333 0.26% 177,210
Large ING GROEP NV $10,655,080 0.24% 164,000
Mid Sanctuary Advisors, LLC $10,051,703 0.23% 154,713
Small Kercheville Advisors, LLC $10,010,902 0.23% 154,085
Mid HUB Investment Partners, LLC $9,379,718 0.21% 144,370
Large CIBC Bancorp USA Inc. Bank $9,189,551 0.21% 141,443
Mid Beacon Pointe Advisors, LLC $8,999,579 0.20% 138,519
Large PEAK6 LLC $8,874,902 0.20% 136,600
Mid Texas Yale Capital Corp. $8,650,495 0.20% 133,146
Mid Waverly Advisors, LLC $8,579,808 0.19% 132,058
Mega BNP PARIBAS ARBITRAGE, SA $7,518,913 0.17% 115,729
Large EXCHANGE TRADED CONCEPTS, LLC $7,173,967 0.16% 106,281
Mega JANE STREET GROUP, LLC $6,769,874 0.15% 104,200
Small K2 PRINCIPAL FUND, L.P. $5,847,300 0.13% 90,000
Mid Susquehanna Portfolio Strategies, LLC $5,758,031 0.13% 88,626
Mid Summit Financial, LLC $5,297,069 0.12% 81,531
Small Corigliano Investment Advisers, LLC $5,028,678 0.11% 77,400
Small Waldron Private Wealth LLC $4,792,500 0.11% 71,000
Mega ENVESTNET ASSET MANAGEMENT INC $4,786,469 0.11% 73,672
Mega JANE STREET GROUP, LLC $4,749,307 0.11% 73,100
Large HRT FINANCIAL LP $4,674,591 0.11% 71,950
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $4,522,171 0.10% 69,604
Mega JANE STREET GROUP, LLC $4,370,466 0.10% 67,269
Large Cetera Investment Advisers $4,064,523 0.09% 62,560
Large Kestra Advisory Services, LLC $4,051,399 0.09% 62,358
Mid J.W. COLE ADVISORS, INC. $3,991,005 0.09% 59,126
Large OSAIC HOLDINGS, INC. $3,922,237 0.09% 60,370
Small Annis Gardner Whiting Capital Advisors, LLC $3,690,296 0.08% 56,800
Mid Advisors Asset Management, Inc. $3,643,192 0.08% 56,075
Mega VAN ECK ASSOCIATES CORP $3,457,963 0.08% 53,224
Small Gilman Hill Asset Management, LLC $3,398,557 0.08% 50,349
Large Mariner, LLC $3,364,795 0.08% 51,790
Mid WHITTIER TRUST CO OF NEVADA INC Bank $3,295,928 0.07% 50,730
Large Cresset Asset Management, LLC $3,062,685 0.07% 47,140
Large CAPTRUST FINANCIAL ADVISORS $2,882,069 0.07% 44,360
Small Sovereign Investment Advisors, LLC $2,827,624 0.06% 43,522
Mega FIRST TRUST ADVISORS LP $2,631,479 0.06% 40,503
Small Barnett & Company, Inc. $2,571,707 0.06% 39,583
Small PARK CIRCLE Co $2,361,659 0.05% 36,350
Large Creative Planning $2,360,619 0.05% 36,334
Small Linscomb Wealth, Inc. $2,277,718 0.05% 35,058
Large GLENMEDE TRUST CO NA Bank $2,273,950 0.05% 35,000
Mega AMERIPRISE FINANCIAL INC $2,248,611 0.05% 34,610
Large WESTWOOD HOLDINGS GROUP INC $2,230,744 0.05% 34,335
Large COMMONWEALTH EQUITY SERVICES, LLC $2,056,365 0.05% 31,651
Large STIFEL FINANCIAL CORP $1,991,460 0.04% 30,652
Small MidFirst Bank Bank $1,981,585 0.04% 30,500
Large Rockefeller Capital Management L.P. $1,882,180 0.04% 28,970
Large TRUIST FINANCIAL CORP $1,851,709 0.04% 28,501
Small Empirical Asset Management, LLC $1,820,459 0.04% 28,020
Large Zurich Insurance Group Ltd/FI Insurance $1,767,184 0.04% 27,200
Small ELCO Management Co., LLC $1,760,297 0.04% 27,094
Large Cambridge Investment Research Advisors, Inc. $1,746,697 0.04% 25,877
Small Crescent Grove Advisors, LLC $1,745,678 0.04% 26,869
Small Bison Wealth, LLC $1,610,482 0.04% 23,859
Mid Apollon Wealth Management, LLC $1,494,315 0.03% 22,138
Mid Private Advisor Group, LLC $1,492,695 0.03% 22,114
Micro CASCADE INVESTMENT GROUP, INC. $1,456,650 0.03% 21,580
Small DIVIDEND ASSETS CAPITAL, LLC $1,391,137 0.03% 21,412
Large HighTower Advisors, LLC $1,365,929 0.03% 21,024
Small AMERICAN FINANCIAL GROUP INC $1,299,400 0.03% 20,000
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,284,525 0.03% 19,030
Large US BANCORP \DE\ Bank $1,226,893 0.03% 18,884
Mega CITADEL ADVISORS LLC $1,214,939 0.03% 18,700
Mid Focus Financial Network, Inc. $1,120,095 0.03% 16,594
Mid CARY STREET PARTNERS FINANCIAL LLC $1,118,407 0.03% 16,569
Mega BlackRock, Inc. $1,113,583 0.03% 17,140
Mid Kingsview Wealth Management, LLC $1,109,102 0.03% 17,071
Mega PNC FINANCIAL SERVICES GROUP, INC. $1,097,928 0.02% 16,899
Large Focus Partners Wealth $1,092,340 0.02% 16,813
Small Quad-Cities Investment Group, LLC $1,028,025 0.02% 15,230
Key facts CIK 1552275 CUSIP 86765K109 13F (30d) 83 filings 83 filers Visit website Investor relations

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