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 |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
10,000
shares
|
$525,000
0.01% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
9,971
shares
|
$523,477
0.01% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
9,902
shares
|
$519,855
0.04% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Baldwin Brothers LLC
|
Oct 14, 2025 Q3 2025 |
9,860
shares
|
$517,650
0.03% of portfolio
|
Q3 2025
Reduced 13.2%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
9,704
shares
|
$509,460
0.0% of portfolio
|
Q3 2025
Reduced 79.26%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
9,515
shares
|
$499,537
0.01% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
9,491
shares
|
$498,277
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
9,357
shares
|
$491,242
0.01% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
9,297
shares
|
$488,092
0.0% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
9,094
shares
|
$477,435
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Nov 06, 2025 Q3 2025 |
9,036
shares
|
$474,390
0.28% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
9,031
shares
|
$474,127
0.12% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
9,000
shares
|
$472,500
0.19% of portfolio
|
Q3 2022
Reduced 12.62%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
8,939
shares
|
$469,297
0.04% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
8,886
shares
|
$466,515
0.0% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
8,620
shares
|
$452,550
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cohen Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
8,210
shares
|
$431,025
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
8,151
shares
|
$427,927
0.03% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
8,093
shares
|
$424,882
0.06% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
7,741
shares
|
$406,402
0.01% of portfolio
|
Q2 2024
Added 6.76%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
7,740
shares
|
$406,350
0.0% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
7,645
shares
|
$401,362
0.0% of portfolio
|
Q3 2025
Added 291.05%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
7,595
shares
|
$398,737
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
7,504
shares
|
$393,960
0.01% of portfolio
|
Q3 2025
Reduced 18.91%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
7,466
shares
|
$391,965
0.0% of portfolio
|
Q3 2025
Added 1.37%
|
|