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 |
|---|---|---|---|---|---|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,380
shares
|
$229,950
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
4,376
shares
|
$229,740
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
4,363
shares
|
$229,057
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,274
shares
|
$224,385
0.0% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
4,253
shares
|
$223,282
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
4,250
shares
|
$223,125
0.03% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
4,249
shares
|
$223,072
0.04% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
4,142
shares
|
$217,455
0.02% of portfolio
|
Q2 2025
Reduced 46.74%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
4,040
shares
|
$212,100
0.02% of portfolio
|
Q3 2025
Reduced 90.7%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
4,000
shares
|
$210,000
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
3,736
shares
|
$196,140
0.0% of portfolio
|
Q2 2025
Added 30.31%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,629
shares
|
$190,522
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
3,000
shares
|
$157,500
0.01% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2,685
shares
|
$140,962
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
2,666
shares
|
$139,965
0.0% of portfolio
|
Q1 2023
Added 31.72%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
2,574
shares
|
$135,135
0.01% of portfolio
|
Q3 2025
Added 5.36%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
2,400
shares
|
$126,000
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,104
shares
|
$110,460
0.01% of portfolio
|
Q3 2025
Reduced 59.44%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
2,050
shares
|
$107,625
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
2,000
shares
|
$105,000
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
2,000
shares
|
$105,000
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
1,800
shares
|
$94,500
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
1,780
shares
|
$93,450
0.01% of portfolio
|
Q3 2025
Added 61.82%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,777
shares
|
$93,292
0.0% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,653
shares
|
$86,782
0.0% of portfolio
|
Q3 2025
Added 211.89%
|
|