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 63.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
25,805
shares
|
$1.41 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
25,719
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
25,596
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 23.36%
|
|
|
Dividend Assets Capital, LLC
|
Apr 15, 2025 Q1 2025 |
25,378
shares
|
$1.38 Million
0.28% of portfolio
|
Q1 2025
Reduced 12.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
25,232
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
21,619
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,818
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 82.51%
|
|
|
Duff & Phelps Investment Management CO
Chicago, IL |
May 13, 2025 Q1 2025 |
19,869
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 82.2%
|
|
|
American Financial Group Inc
|
May 08, 2025 Q1 2025 |
19,500
shares
|
$1.06 Million
0.53% of portfolio
|
Q2 2024
Added 25.81%
|
|
|
Gilman Hill Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
18,674
shares
|
$1.02 Million
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
18,301
shares
|
$998,685
0.04% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
18,008
shares
|
$982,696
0.0% of portfolio
|
Q2 2023
Reduced 2.06%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
17,624
shares
|
$961,741
0.0% of portfolio
|
Q1 2025
Reduced 26.77%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
17,353
shares
|
$946,953
0.04% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
16,653
shares
|
$908,754
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
16,302
shares
|
$889,600
0.0% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
16,119
shares
|
$879,613
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
15,834
shares
|
$864,061
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
15,424
shares
|
$841,687
0.05% of portfolio
|
Q1 2025
Added 8.44%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
15,397
shares
|
$840,214
0.21% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,107
shares
|
$824,388
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
14,740
shares
|
$804,361
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
14,447
shares
|
$788,372
0.0% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
13,975
shares
|
$762,615
0.0% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
13,755
shares
|
$750,610
0.05% of portfolio
|
Q4 2024
Reduced 1.4%
|