Institutional Ownership Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN). We have compiled data on the 312 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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
190
shares
|
$9,975
0.0% of portfolio
|
Q2 2025
Added 90.0%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
188
shares
|
$9,870
0.0% of portfolio
|
Q4 2025
Added 116.09%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
186
shares
|
$9,765
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
181
shares
|
$9,502
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
180
shares
|
$9,450
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
176
shares
|
$9,240
0.0% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
176
shares
|
$9,240
0.0% of portfolio
|
Q2 2025
Added 162.69%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
146
shares
|
$7,665
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
143
shares
|
$7,507
0.0% of portfolio
|
Q4 2023
Added 186.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
100
shares
|
$5,250
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
98
shares
|
$5,145
0.01% of portfolio
|
Q1 2025
Added 326.09%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
93
shares
|
$4,882
0.0% of portfolio
|
Q2 2024
Added 75.47%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
90
shares
|
$4,725
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
80
shares
|
$4,200
0.0% of portfolio
|
Q2 2025
Reduced 97.4%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
80
shares
|
$4,200
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
79
shares
|
$4,147
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
58
shares
|
$3,045
0.0% of portfolio
|
Q3 2025
Reduced 93.62%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
57
shares
|
$2,992
0.0% of portfolio
|
Q2 2025
Reduced 79.79%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
57
shares
|
$2,992
0.0% of portfolio
|
Q3 2025
Reduced 94.3%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
40
shares
|
$2,100
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
37
shares
|
$1,942
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Rudius Management LP
New York, NY |
Nov 13, 2025 Q3 2025 |
33
shares
|
$1,732
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
11
shares
|
$577
0.0% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2
shares
|
$105
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|