SUN · Sunoco LP · Shareholders & Ownership

$72.94 -1.33 (-1.79%) At close · Oct 27 Q1 2026 earnings call transcript

Market Cap

$15.10B

204.82M

Volume · Oct 27 287.32K Avg daily vol (3M) 502.8K

Every disclosed holder of SUN in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns SUN

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	304	66,647,117	32.54%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	138,177,512	67.46%	Rest
Registered funds (N-PORT, not summed)	45	45,297,042	22.12%	No

Shares outstanding: 204,824,629, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of SUN

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	ALPS ADVISORS INC 13G CIK 1376113 · Registered investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	23,323,043	11.39%	-1,112,433	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.1	Alerian MLP ETF Fund S000029786 · Registered fund · May 31, 2026 ALPS ETF TRUST, not summed	24,995,944	12.20%	-173,786	May 31, 2026	ALPS ETF TRUST, not summed
1.2	ALPS ADVISORS INC 13F CIK 1376113 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	24,435,476	11.93%	-235,915	Jun 30, 2026	carried, not yet filed for the newest quarter
2	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,848,627	4.32%	-8,765	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	Invesco SteelPath MLP Income Fund Fund S000064700 · Registered fund · May 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	5,854,810	2.86%	0	May 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
2.2	Invesco SteelPath MLP Select 40 Fund Fund S000064698 · Registered fund · May 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	1,737,652	0.85%	0	May 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
2.3	Invesco SteelPath MLP Alpha Fund Fund S000064699 · Registered fund · May 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	893,961	0.44%	0	May 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
2.4	Invesco SteelPath MLP Alpha Plus Fund Fund S000064701 · Registered fund · May 31, 2026 AIM Investment Funds (Invesco Investment Funds), not summed	364,306	0.18%	+8,817	May 31, 2026	AIM Investment Funds (Invesco Investment Funds), not summed
2.5	Invesco Zacks Multi-Asset Income ETF Fund S000060805 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	12,629	0.01%	-1,800	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
3	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,742,514	2.80%	+213,871	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Goldman Sachs MLP Energy Infrastructure Fund Fund S000040184 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	1,377,620	0.67%	+5,088	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
3.2	Goldman Sachs Rising Dividend Growth Fund Fund S000036119 · Registered fund · Jul 31, 2026 GOLDMAN SACHS TRUST, not summed	38,285	0.02%	+572	Jul 31, 2026	GOLDMAN SACHS TRUST, not summed
4	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,011,045	1.47%	-215,289	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Global X MLP ETF Fund S000033201 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	2,969,966	1.45%	-201,887	May 31, 2026	GLOBAL X FUNDS, not summed
4.2	Global X Alternative Income ETF Fund S000049563 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	8,800	0.00%	-2,117	May 31, 2026	GLOBAL X FUNDS, not summed
5	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,587,682	1.26%	-1,049,332	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	1,288,500	0.63%	+66,600	Jul 31, 2026	Fidelity Securities Fund, not summed
5.2	Fidelity Equity Dividend Income Fund Fund S000006970 · Registered fund · Aug 31, 2026 Fidelity Financial Trust, not summed	406,900	0.20%	-12,700	Aug 31, 2026	Fidelity Financial Trust, not summed
5.3	Fidelity Balanced Fund Fund S000007151 · Registered fund · Aug 31, 2026 Fidelity Puritan Trust, not summed	274,600	0.13%	+85,700	Aug 31, 2026	Fidelity Puritan Trust, not summed
5.4	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	256,400	0.13%	+86,900	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
5.5	Fidelity Series All-Sector Equity Fund Fund S000023603 · Registered fund · Jul 31, 2026 Fidelity Devonshire Trust, not summed	216,800	0.11%	+10,200	Jul 31, 2026	Fidelity Devonshire Trust, not summed
6	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,559,034	1.25%	+1,447,208	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Energy Income Partners, LLC 13F CIK 1388814 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,768,784	0.86%	-132,467	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	EIP Growth and Income Fund Fund S000013896 · Registered fund · Jul 31, 2026 EIP Investment Trust, not summed	15,307	0.01%	-9,113	Jul 31, 2026	EIP Investment Trust, not summed
8	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,634,270	0.80%	+129,580	Jun 30, 2026	carried, not yet filed for the newest quarter
9	Recurrent Investment Advisors LLC 13F CIK 1803146 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,149,434	0.56%	+121,557	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Recurrent MLP & Energy Infrastructure Fund Fund S000059371 · Registered fund · Jul 31, 2026 Two Roads Shared Trust, not summed	1,102,132	0.54%	0	Jul 31, 2026	Two Roads Shared Trust, not summed
10	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,059,451	0.52%	+99,719	Jun 30, 2026	carried, not yet filed for the newest quarter
11	INFRASTRUCTURE CAPITAL ADVISORS, LLC 13F CIK 1621802 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	995,794	0.49%	+22,859	Jun 30, 2026	carried, not yet filed for the newest quarter
12	InfraCap MLP ETF Fund S000045418 · Registered fund · Jul 31, 2026 ETFis Series Trust I, not summed	985,169	0.48%	+2,142	Jul 31, 2026	ETFis Series Trust I, not summed
13	MILLER HOWARD INVESTMENTS INC /NY 13F CIK 903947 · Registered investment adviser · Sep 30, 2026	977,324	0.48%	+3,215	Sep 30, 2026
14	Blackstone Inc. 13F CIK 1393818 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	854,595	0.42%	-39,763	Jun 30, 2026	carried, not yet filed for the newest quarter
15	TORTOISE CAPITAL ADVISORS, L.L.C. 13F CIK 1280965 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	778,973	0.38%	-36,525	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Tortoise North American Pipeline ETF Fund S000092075 · Registered fund · May 31, 2026 Tortoise Capital Series Trust, not summed	107,677	0.05%	+13,568	May 31, 2026	Tortoise Capital Series Trust, not summed
16	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	692,085	0.34%	-102,505	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Fractal Investments LLC 13F CIK 1843590 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	682,002	0.33%	+65,460	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Kim Joseph Insider CIK 1676729 · Dec 5, 2025 Director, President & CEO, issuer-wide, not summed	601,888	0.29%	+63,390	Dec 5, 2025	Director, President & CEO, issuer-wide, not summed
19	BOWEN HANES & CO INC 13F CIK 1077583 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	600,000	0.29%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
20	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	579,385	0.28%	+2,938	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Adams Asset Advisors, LLC 13F CIK 1386929 · Registered investment adviser · Sep 30, 2026	565,822	0.28%	0	Sep 30, 2026
22	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	377,488	0.18%	-6,365	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	369,073	0.18%	+40,758	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Fails Karl R Insider CIK 1694181 · Dec 5, 2025 EVP & Chief Operations Officer, issuer-wide, not summed	291,052	0.14%	+20,500	Dec 5, 2025	EVP & Chief Operations Officer, issuer-wide, not summed
25	ING GROEP NV 13F CIK 1039765 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	267,000	0.13%	+103,000	Jun 30, 2026	carried, not yet filed for the newest quarter
26	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	237,704	0.12%	+33,095	Jun 30, 2026	carried, not yet filed for the newest quarter
27	COOPERMAN LEON G 13F CIK 898382 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	225,994	0.11%	-1,394,006	Jun 30, 2026	carried, not yet filed for the newest quarter
28	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	205,519	0.10%	+15,045	Jun 30, 2026	carried, not yet filed for the newest quarter
29	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	204,739	0.10%	-18,520	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Hand Brian A Insider CIK 1732473 · Jun 25, 2026 EVP-Chief Sales Officer, issuer-wide, not summed	190,914	0.09%	+20,000	Jun 25, 2026	EVP-Chief Sales Officer, issuer-wide, not summed
31	CITIGROUP INC 13F CIK 831001 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	187,155	0.09%	-51,414	Jun 30, 2026	carried, not yet filed for the newest quarter
32	CHICKASAW CAPITAL MANAGEMENT LLC 13F CIK 1276460 · Registered investment adviser · Sep 30, 2026	182,535	0.09%	-9,930	Sep 30, 2026
33	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	182,411	0.09%	+110,461	Jun 30, 2026	carried, not yet filed for the newest quarter
34	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Jun 30, 2026 carried, not yet filed for the newest quarter	175,491	0.09%	-1,719	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Kercheville Advisors, LLC 13F CIK 1890748 · Registered investment adviser · Sep 30, 2026	160,087	0.08%	+1,001	Sep 30, 2026
36	Sanctuary Advisors, LLC 13F CIK 1777271 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	155,101	0.08%	+388	Jun 30, 2026	carried, not yet filed for the newest quarter
37	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	154,870	0.08%	+39,141	Jun 30, 2026	carried, not yet filed for the newest quarter
38	CIBC Bancorp USA Inc. 13F CIK 1711924 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	148,090	0.07%	+6,647	Jun 30, 2026	carried, not yet filed for the newest quarter
39	HUB Investment Partners, LLC 13F CIK 1841815 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	145,379	0.07%	+1,009	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Beacon Pointe Advisors, LLC 13F CIK 1744317 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	136,702	0.07%	-1,817	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Texas Yale Capital Corp. 13F CIK 1332342 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	134,896	0.07%	+1,750	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Waverly Advisors, LLC 13F CIK 1568787 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	133,448	0.07%	+1,390	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Harkness Austin Insider CIK 1923702 · Jun 25, 2026 EVP, Chief Commercial Officer, issuer-wide, not summed	124,551	0.06%	+20,000	Jun 25, 2026	EVP, Chief Commercial Officer, issuer-wide, not summed
44	Counterpoint Mutual Funds LLC 13F CIK 1698461 · Registered investment adviser · Sep 30, 2026	123,413	0.06%	+123,413	Sep 30, 2026
45	EXCHANGE TRADED CONCEPTS, LLC 13F CIK 1457320 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	106,281	0.05%	-14,317	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Susquehanna Portfolio Strategies, LLC 13F CIK 1996449 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	91,587	0.04%	+2,961	Jun 30, 2026	carried, not yet filed for the newest quarter
47	THOROUGHBRED FINANCIAL SERVICES, LLC 13F CIK 1091370 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	86,000	0.04%	+86,000	Jun 30, 2026	carried, not yet filed for the newest quarter
48	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	82,908	0.04%	+9,236	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Summit Financial, LLC 13F CIK 1765536 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	76,531	0.04%	-5,000	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Waldron Private Wealth LLC 13F CIK 1598180 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	71,000	0.03%	0	Jun 30, 2026	carried, not yet filed for the newest quarter

10 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 324 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 1552275 CUSIP 86765K109 13F (30d) 88 filings 83 filers Visit website Investor relations