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 |
|---|---|---|---|---|---|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
27,825
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
27,200
shares
|
$1.43 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
26,582
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
26,412
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
25,705
shares
|
$1.35 Million
0.16% of portfolio
|
Q3 2025
Added 573.08%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
24,275
shares
|
$1.27 Million
0.8% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
23,211
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
22,409
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.86%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
21,530
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2025
Added 77.17%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
21,164
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
American Financial Group Inc
|
Nov 10, 2025 Q3 2025 |
20,000
shares
|
$1.05 Million
0.46% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
19,691
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
19,522
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Dividend Assets Capital, LLC
|
Nov 12, 2025 Q3 2025 |
19,488
shares
|
$1.02 Million
0.17% of portfolio
|
Q3 2025
Reduced 11.33%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
19,024
shares
|
$998,760
0.0% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
18,983
shares
|
$996,607
0.0% of portfolio
|
Q3 2025
Reduced 70.01%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
18,634
shares
|
$978,285
0.0% of portfolio
|
Q3 2025
Added 24.43%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
18,008
shares
|
$945,420
0.0% of portfolio
|
Q2 2023
Reduced 2.06%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
16,653
shares
|
$874,282
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
16,569
shares
|
$869,872
0.02% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
15,900
shares
|
$834,750
0.0% of portfolio
|
Q3 2025
Reduced 10.45%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
15,866
shares
|
$832,965
0.0% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
15,297
shares
|
$803,092
0.02% of portfolio
|
Q3 2025
Added 132.97%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
15,206
shares
|
$798,315
0.24% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,107
shares
|
$793,117
0.03% of portfolio
|
Q4 2023
New holding
|
|