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Equibles

SUN

Sunoco LP

Company with tickers: SUN

CIK
1552275
CUSIP
86765K109
Shares Outstanding
136,894,754
13F Activity (30d)
12 filings 11 filers

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.

Holders: 297
Total Value: $4,447,373,839
Total Shares: 68,452,732
Showing 1–100 of 303 holdings by value · page 1 of 4

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 297 13F filers · Δ vs Dec 31, 2025
Top Holder
36.0%
Jun 2023 → Mar 2026 · range 25.7% – 45.4%
−0.8 pts
Top 5
67.1%
Jun 2023 → Mar 2026 · range 57.6% – 70.0%
+0.2 pts
Top 10
77.6%
Jun 2023 → Mar 2026 · range 71.7% – 81.0%
−2.2 pts
HHI
1,621
Jun 2023 → Mar 2026 · range 1,023 – 2,253
Moderately concentrated−68

Quarterly Activity

vs Dec 31, 2025
New
45
Increased
90
Decreased
79
Sold Out
26
Unchanged
83
Holder count: +19
Institutional value: +25.9%
Shares held: +1.6%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega FMR LLC +1,788,677 3,637,014
Mid Recurrent Investment Advisors LLC +349,254 1,027,877
Mid INFRASTRUCTURE CAPITAL ADVISORS, LLC +247,569 972,935
Mega BARCLAYS PLC +212,450 794,590
Large Allianz Asset Management GmbH +210,515 328,315

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Large Blackstone Inc. −1,540,236 894,358
Mega MORGAN STANLEY −527,594 1,111,826
Mega GOLDMAN SACHS GROUP INC −333,045 5,528,643
Large ALPS ADVISORS INC −184,874 24,671,391
Mega JPMORGAN CHASE & CO −121,588 1,504,690

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Large ING GROEP NV 164,000 $10,655,080
Large CIBC Bancorp USA Inc. 141,443 $9,189,551
Mid Beacon Pointe Advisors, LLC 138,519 $8,999,579
Large PEAK6 LLC 136,600 $8,874,902
Small K2 PRINCIPAL FUND, L.P. 90,000 $5,847,300

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Large Centiva Capital, LP 279,100 $14,627,631
Large CIBC Private Wealth Group LLC 142,135 $7,449,295
Large Caption Management, LLC 113,300 $5,938,053
Large Verition Fund Management LLC 40,000 $2,096,400
Mid TIG Advisors, LLC 35,100 $1,839,591
Filter: New 45 Increased 90 Reduced 79 Sold out 26 Unchanged 83
Showing 100 of 303
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Small LONGFELLOW INVESTMENT MANAGEMENT CO LLC $1,429 0.00% 22
Micro SWAN Capital LLC $2,403 0.00% 37
Small GABLES CAPITAL MANAGEMENT INC. $2,598 0.00% 40
Micro Strategic Advocates LLC $3,638 0.00% 56
Mid FIRST HORIZON CORP $3,703 0.00% 57
Micro True Link Financial Advisors, LLC $4,093 0.00% 63
Mid LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA $4,937 0.00% 76
Small CVA Family Office, LLC Family Office $5,132 0.00% 79
Mid Wilmington Savings Fund Society, FSB $5,197 0.00% 80
Small Hilltop National Bank Bank $5,197 0.00% 80
Micro Cedar Mountain Advisors, LLC $6,042 0.00% 93
Micro Financial Network Wealth Advisors LLC $6,497 0.00% 100
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $6,951 0.00% 107
Small Basepoint Wealth LLC $7,016 0.00% 108
Large Federation des caisses Desjardins du Quebec $7,406 0.00% 114
Micro ABOUND FINANCIAL, LLC $7,796 0.00% 120
Small Glen Eagle Advisors, LLC $9,290 0.00% 143
Small BOYD WATTERSON ASSET MANAGEMENT LLC/OH $9,485 0.00% 146
Small Coastline Trust Co Bank $11,694 0.00% 180
Small N.E.W. Advisory Services LLC $11,759 0.00% 181
Mid Blue Trust, Inc. $12,214 0.00% 188
Micro Rosenberg Matthew Hamilton $12,214 0.00% 188
Large ASSETMARK, INC $12,344 0.00% 190
Small Rossby Financial, LCC $12,994 0.00% 200
Small ARMSTRONG ADVISORY GROUP, INC $14,163 0.00% 218
Small WOLFF WIESE MAGANA LLC $14,553 0.00% 224
Micro KERR FINANCIAL PLANNING Corp $15,267 0.00% 235
Mid Geneos Wealth Management Inc. $15,917 0.00% 245
Mid FARMERS & MERCHANTS INVESTMENTS INC $16,697 0.00% 257
Small NBC SECURITIES, INC. Broker-Dealer $17,996 0.00% 277
Small CALDWELL SUTTER CAPITAL, INC. $18,256 0.00% 281
Mid BARTLETT & CO. WEALTH MANAGEMENT LLC $21,440 0.00% 330
Large BESSEMER GROUP INC $25,988 0.00% 400
Small Private Wealth Asset Management, LLC $26,377 0.00% 406
Large CWM, LLC $26,637 0.00% 410
Mid Avalon Trust Co Bank $32,485 0.00% 500
Micro DHJJ Financial Advisors, Ltd. $32,485 0.00% 500
Small Triumph Capital Management $32,485 0.00% 500
Small CNB Bank Bank $32,485 0.00% 500
Mid CENTRAL TRUST Co Bank $36,383 0.00% 560
Small CoreCap Advisors, LLC $37,357 0.00% 575
Micro Marshall & Sterling Wealth Advisors Inc. $39,111 0.00% 602
Small Root Financial Partners, LLC $40,606 0.00% 625
Small Steigerwald, Gordon & Koch Inc. $40,671 0.00% 626
Small PRIVATE TRUST CO NA Bank $42,230 0.00% 650
Large TD Waterhouse Canada Inc. $44,049 0.00% 678
Mid Parallel Advisors, LLC $45,543 0.00% 701
Micro Harbor Asset Planning, Inc. $49,507 0.00% 762
Mid Ancora Advisors LLC $51,716 0.00% 796
Large Russell Investments Group, Ltd. $62,566 0.00% 963
Small Independence Bank of Kentucky Bank $66,399 0.00% 1,022
Small Key Financial Inc $66,399 0.00% 1,022
Mid EverSource Wealth Advisors, LLC $66,724 0.00% 1,027
Small Quent Capital, LLC $69,842 0.00% 1,075
Small Cassaday & Co Wealth Management LLC $77,704 0.00% 1,196
Large HUNTINGTON NATIONAL BANK Bank $77,833 0.00% 1,198
Small HHM Wealth Advisors, LLC $77,964 0.00% 1,200
Small Johnson Financial Group, Inc. $77,964 0.00% 1,200
Small Parkside Financial Bank & Trust Bank $85,174 0.00% 1,311
Small Sunbelt Securities, Inc. Broker-Dealer $86,475 0.00% 1,331
Small Front Row Advisors LLC $87,709 0.00% 1,350
Mid Farther Finance Advisors, LLC $91,672 0.00% 1,411
Mid IFP Advisors, Inc $113,112 0.00% 1,741
Small RESOURCES MANAGEMENT CORP /CT/ /ADV $115,646 0.00% 1,780
Micro Chung Wu Investment Group, LLC $116,946 0.00% 1,800
Small Aventura Private Wealth, LLC $124,027 0.00% 1,909
Small Farmers & Merchants Trust Co of Chambersburg PA Bank $129,940 0.00% 2,000
Mid Western Wealth Management, LLC $137,671 0.00% 2,119
Micro Caitlin John, LLC $143,518 0.00% 2,209
Small Hilton Head Capital Partners, LLC $150,990 0.00% 2,324
Mid SALEM INVESTMENT COUNSELORS INC $173,210 0.00% 2,666
Large Steward Partners Investment Advisory, LLC $175,873 0.00% 2,707
Mid HARBOUR INVESTMENTS, INC. $180,551 0.00% 2,779
Mid Advisory Services Network, LLC $184,189 0.00% 2,835
Small AMERICAN NATIONAL BANK & TRUST Bank $192,571 0.00% 2,964
Small Anchor Investment Management, LLC $194,910 0.00% 3,000
Small NOVARE CAPITAL MANAGEMENT LLC $204,005 0.00% 3,140
Mid Cyndeo Wealth Partners, LLC $206,019 0.00% 3,171
Micro Arrow Investment Advisors, LLC $208,228 0.00% 3,205
Small Bison Wealth, LLC $211,152 0.00% 3,250
Micro Legacy Wealth Advisors, LLC $213,361 0.00% 3,284
Small XML Financial, LLC $214,401 0.00% 3,300
Small Gateway Wealth Partners, LLC $227,395 0.01% 3,500
Mid BARR E S & CO $227,395 0.01% 3,500
Mid PEAPACK GLADSTONE FINANCIAL CORP $229,993 0.01% 3,540
Large DAVENPORT & Co LLC $229,993 0.01% 3,540
Small Signal Advisors Wealth, LLC $231,033 0.01% 3,556
Mid GREAT VALLEY ADVISOR GROUP, INC. $236,490 0.01% 3,640
Small Wealth Alliance Advisory Group, LLC $237,400 0.01% 3,654
Micro PARTNERS WEALTH MANAGEMENT, LLC $240,129 0.01% 3,696
Small Tyche Wealth Partners LLC $240,713 0.01% 3,705
Mega NORTHERN TRUST CORP Bank $240,778 0.01% 3,706
Small Summit Wealth Partners, LLC $241,428 0.01% 3,716
Small PERRYMAN FINANCIAL ADVISORY INC /AD $242,468 0.01% 3,732
Mid Clearstead Advisors, LLC $242,727 0.01% 3,736
Small Inscription Capital, LLC $242,987 0.01% 3,740
Large BLAIR WILLIAM & CO/IL $244,547 0.01% 3,764
Small MONECO ADVISORS, LLC $244,936 0.01% 3,770
Mid KANAWHA CAPITAL MANAGEMENT LLC $246,886 0.01% 3,800
Mid First Trust Capital Management L.P. $250,654 0.01% 3,858

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