Institutional Ownership Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN). We have compiled data on the 310 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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,633
shares
|
$85,732
0.0% of portfolio
|
Q4 2024
Added 93.25%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,601
shares
|
$84,052
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
1,350
shares
|
$70,875
0.02% of portfolio
|
Q2 2024
Added 80.0%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,313
shares
|
$68,932
0.01% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
1,200
shares
|
$63,000
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
1,200
shares
|
$63,000
0.01% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,058
shares
|
$55,545
0.0% of portfolio
|
Q1 2025
Reduced 15.02%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,039
shares
|
$54,547
0.0% of portfolio
|
Q3 2025
Reduced 48.41%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
1,022
shares
|
$53,655
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
990
shares
|
$51,975
0.01% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
800
shares
|
$42,000
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
796
shares
|
$41,790
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
762
shares
|
$40,005
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
746
shares
|
$39,165
0.0% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
690
shares
|
$36,225
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
685
shares
|
$35,962
0.0% of portfolio
|
Q2 2025
Reduced 44.94%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
681
shares
|
$35,752
0.0% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
650
shares
|
$34,125
0.0% of portfolio
|
Q1 2024
Reduced 23.53%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
641
shares
|
$33,652
0.0% of portfolio
|
Q3 2025
Reduced 51.7%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
626
shares
|
$32,865
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
625
shares
|
$32,812
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
602
shares
|
$31,605
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
575
shares
|
$30,187
0.0% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
574
shares
|
$30,135
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
560
shares
|
$29,400
0.0% of portfolio
|
Q2 2024
New holding
|
|