Institutional Ownership Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN). We have compiled data on the 313 institutions that hold shares in the stock, with a total of 63.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
24,089,484
shares
|
$1.26 Billion
6.78% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
8,991,309
shares
|
$472 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
6,395,714
shares
|
$336 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
3,179,502
shares
|
$167 Million
0.28% of portfolio
|
Q3 2025
Added 13.35%
|
|
|
Energy Income Partners, LLC
Westport, CT |
Nov 13, 2025 Q3 2025 |
1,916,858
shares
|
$101 Million
1.85% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Blackstone Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
1,883,976
shares
|
$98.9 Million
0.43% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
Nov 13, 2025 Q3 2025 |
1,456,902
shares
|
$76.5 Million
0.96% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,030,006
shares
|
$54.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.52%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,021,720
shares
|
$53.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Recurrent Investment Advisors LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
934,137
shares
|
$49 Million
3.78% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
713,303
shares
|
$37.4 Million
0.03% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Miller Howard Investments Inc
|
Oct 24, 2025 Q3 2025 |
694,880
shares
|
$36.5 Million
1.1% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
662,929
shares
|
$34.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
648,427
shares
|
$34 Million
4.23% of portfolio
|
Q3 2025
Reduced 34.01%
|
|
|
Fractal Investments LLC
|
Oct 27, 2025 Q3 2025 |
616,542
shares
|
$32.4 Million
4.52% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
600,000
shares
|
$31.5 Million
0.79% of portfolio
|
Q3 2021
Added 1.69%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
593,970
shares
|
$31.2 Million
0.0% of portfolio
|
Q3 2025
Added 33.71%
|
|
|
Adams Asset Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
571,547
shares
|
$30 Million
4.34% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
443,616
shares
|
$23.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 73.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
382,059
shares
|
$20.1 Million
0.01% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
271,831
shares
|
$14.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
245,550
shares
|
$12.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
236,750
shares
|
$12.4 Million
2.74% of portfolio
|
Q4 2023
Reduced 4.44%
|
|
|
Chickasaw Capital Management LLC
|
Oct 07, 2025 Q3 2025 |
228,429
shares
|
$12 Million
0.47% of portfolio
|
Q3 2025
Added 58.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
196,329
shares
|
$10.3 Million
0.0% of portfolio
|
Q3 2025
Added 2.97%
|
|