Institutional Ownership Sunoco LP (SUN)
This table provides information about the institutional ownership of Sunoco LP (SUN). We have compiled data on the 311 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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
180,215
shares
|
$9.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
171,134
shares
|
$8.98 Million
0.3% of portfolio
|
Q3 2025
Reduced 17.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
160,554
shares
|
$8.43 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 20, 2025 Q3 2025 |
154,500
shares
|
$8.11 Million
0.27% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
Kercheville Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
154,082
shares
|
$8.09 Million
2.37% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
142,055
shares
|
$7.46 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
142,055
shares
|
$7.46 Million
0.01% of portfolio
|
Q3 2025
Added 13.47%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
131,336
shares
|
$6.9 Million
0.03% of portfolio
|
Q3 2025
Added 74.8%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
121,716
shares
|
$6.39 Million
0.19% of portfolio
|
Q3 2025
Added 34.25%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
117,800
shares
|
$6.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 19.48%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
114,352
shares
|
$6 Million
0.04% of portfolio
|
Q4 2024
Added 18.65%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
108,556
shares
|
$5.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
100,918
shares
|
$5.3 Million
0.0% of portfolio
|
Q3 2025
Added 96.08%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
97,031
shares
|
$5.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 41.84%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
93,180
shares
|
$4.89 Million
0.08% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Ing Groep Nv
|
Nov 06, 2025 Q3 2025 |
93,100
shares
|
$4.89 Million
0.03% of portfolio
|
Q3 2025
Reduced 49.15%
|
|
|
Duff & Phelps Investment Management CO
Chicago, IL |
Nov 13, 2025 Q3 2025 |
91,000
shares
|
$4.78 Million
0.05% of portfolio
|
Q3 2025
Reduced 19.66%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
76,009
shares
|
$3.99 Million
0.92% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
75,655
shares
|
$3.97 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
74,699
shares
|
$3.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
71,000
shares
|
$3.73 Million
0.14% of portfolio
|
Q4 2024
Reduced 40.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
67,904
shares
|
$3.56 Million
0.01% of portfolio
|
Q3 2025
Added 20.73%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
63,035
shares
|
$3.31 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Tortoise Index Solutions, LLC
Overland Park, KS |
May 10, 2024 Q1 2024 |
57,535
shares
|
$3.02 Million
0.7% of portfolio
|
Q1 2024
Reduced 21.56%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
56,661
shares
|
$2.97 Million
0.0% of portfolio
|
Q3 2025
Added 23.82%
|
|