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 |
|---|---|---|---|---|---|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
5,550
shares
|
$291,375
0.03% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
5,500
shares
|
$288,750
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
5,400
shares
|
$283,500
0.34% of portfolio
|
Q1 2025
Reduced 15.63%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
5,394
shares
|
$283,185
0.01% of portfolio
|
Q3 2025
Reduced 7.75%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
5,392
shares
|
$283,080
0.0% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
5,391
shares
|
$283,027
0.01% of portfolio
|
Q3 2025
Reduced 43.15%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
5,000
shares
|
$262,500
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
4,933
shares
|
$258,982
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
4,927
shares
|
$258,667
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
4,896
shares
|
$257,040
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Willis Investment Counsel
Gainesville, GA |
Nov 05, 2025 Q3 2025 |
4,883
shares
|
$256,357
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,829
shares
|
$253,522
0.0% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,716
shares
|
$247,590
0.01% of portfolio
|
Q2 2024
Added 24.63%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
4,712
shares
|
$247,380
0.02% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Crumly & Associates Inc.
|
Nov 03, 2025 Q3 2025 |
4,711
shares
|
$247,327
0.06% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
4,679
shares
|
$245,647
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
4,639
shares
|
$243,547
0.0% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
4,631
shares
|
$243,127
0.0% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
4,622
shares
|
$242,655
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,600
shares
|
$241,500
0.01% of portfolio
|
Q2 2020
Added 2.6%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
4,535
shares
|
$238,087
0.05% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Alpine Associates Management Inc.
Englewood Cliffs, NJ |
Nov 06, 2025 Q3 2025 |
4,457
shares
|
$233,992
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
4,420
shares
|
$232,050
0.0% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
4,384
shares
|
$230,160
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,382
shares
|
$230,055
0.1% of portfolio
|
Q3 2025
New holding
|
|