Sunoco LPSUN

13F holders, Q2 2026 (June 30)
303holders +8
29new positions
21sold out
2famous investors
$67.51avg. 13F price*

At the end of Q2 2026, 303 institutions reported holding Sunoco LP (SUN) in their 13F filings, up 8 from Q1 2026. 29 opened new positions and 21 sold out. The largest holders were Alps Advisors Inc. ($1.6B), Invesco Ltd. ($597.3M) and Goldman Sachs Group Inc. ($387.6M). 2 famous investors held it, including Leon Cooperman (0.4% of Omega Advisors (Leon Cooperman)'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Sunoco LP
CUSIP
86765K109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 209Q1 2024Q2 2024: 273Q2 2024Q3 2024: 274Q3 2024Q4 2024: 268Q4 2024Q1 2025: 290Q1 2025Q2 2025: 279Q2 2025Q3 2025: 272Q3 2025Q4 2025: 274Q4 2025Q1 2026: 295Q1 2026Q2 2026: 303Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions29$28.1M
Exits21$17.2M

All 13F filers, Q1 2026 → Q2 2026: 3,186,972 shares bought and 3,842,472 shares sold, net −655,500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 303 holders

Alps Advisors Inc. 7.73% Reduce -1.0% 24,435,476 $1.6B
Invesco Ltd. 0.05% Reduce -0.1% 8,848,627 $597.3M
Goldman Sachs Group Inc. 0.04% Add +3.9% 5,742,514 $387.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.24% Reduce -6.7% 3,011,045 $203.2M
FMR LLC 0.01% Reduce -28.9% 2,587,682 $174.7M
Morgan Stanley 0.01% Add +130.2% 2,559,034 $172.7M
Energy Income Partners, LLC 1.88% Reduce -7.0% 1,768,784 $119.4M
JPMorgan Chase & Co. 0.01% Add +8.6% 1,634,270 $112.0M
Recurrent Investment Advisors LLC 4.82% Add +11.8% 1,149,434 $77.6M
UBS Group AG 0.01% Add +10.4% 1,059,451 $71.5M
Infrastructure Capital Advisors, LLC 9.17% Add +2.4% 995,794 $67.2M
Miller Howard Investments Inc. 1.74% Add +19.3% 974,109 $65.8M
Blackstone Inc. 0.19% Reduce -4.5% 854,595 $57.7M
Tortoise Capital Advisors, L.L.C. 0.53% Reduce -4.5% 778,973 $52.6M
Barclays PLC 0.01% Reduce -12.9% 692,085 $46.7M
Fractal Investments LLC 5.31% Add +10.6% 682,002 $46.0M
Neuberger Berman Group LLC 0.03% Add +0.5% 579,385 $39.1M
Bowen Hanes & Co. Inc. 0.95% No change 600,000 $39.0M
Adams Asset Advisors, LLC 4.42% No change 565,822 $38.2M
Raymond James Financial Inc. 0.01% Reduce -1.7% 377,488 $25.5M
Allianz Asset Management GmbH 0.02% Add +12.4% 369,073 $24.9M
ING Groep NV 0.09% Add +62.8% 267,000 $18.0M
Bank of America Corp. 0.00% Add +16.2% 237,704 $16.0M
Omega Advisors (Leon Cooperman) 0.43% Reduce -86.0% 225,994 $15.3M
Royal Bank of Canada 0.00% Add +7.9% 205,519 $13.9M
Wells Fargo & Company 0.00% Reduce -8.3% 204,739 $13.8M
Chickasaw Capital Management LLC 0.47% Reduce -5.2% 192,465 $13.0M
Citigroup Inc. 0.01% Reduce -21.6% 187,155 $12.6M
HRT Financial LP 0.02% Add +153.5% 182,411 $12.3M
LPL Financial LLC 0.00% Reduce -1.0% 175,491 $11.8M
Kercheville Advisors, LLC 3.27% Add +3.3% 159,086 $10.7M
Sanctuary Advisors, LLC 0.05% Add +0.3% 155,101 $10.5M
BNP Paribas Financial Markets 0.01% Add +33.8% 154,870 $10.5M
CIBC Bancorp USA Inc. 0.01% Add +4.7% 148,090 $10.0M
HUB Investment Partners, LLC 0.18% Add +0.7% 145,379 $9.8M
Beacon Pointe Advisors, LLC 0.04% Reduce -1.3% 136,702 $9.2M
Texas Yale Capital Corp. 0.20% Add +1.3% 134,896 $9.1M
Waverly Advisors, LLC 0.05% Add +1.1% 133,448 $9.0M
Exchange Traded Concepts, LLC 0.04% Reduce -11.9% 106,281 $7.2M
Susquehanna Portfolio Strategies, LLC 0.10% Add +3.3% 91,587 $6.2M
Thoroughbred Financial Services, LLC 0.28% New 86,000 $5.8M
Envestnet Asset Management Inc. 0.00% Add +12.5% 82,908 $5.6M
Summit Financial, LLC 0.06% Reduce -6.1% 76,531 $5.2M
Waldron Private Wealth LLC 0.17% No change 71,000 $4.8M
Osaic Holdings, Inc. 0.01% Add +3.7% 62,593 $4.2M
Cetera Investment Advisers 0.00% Reduce -0.7% 62,112 $4.2M
J.W. Cole Advisors, Inc. 0.07% Reduce -2.2% 59,126 $4.0M
Advisors Asset Management, Inc. 0.06% Add +4.1% 58,376 $3.9M
Kayne Anderson Capital Advisors LP 0.08% New 57,396 $3.9M
Annis Gardner Whiting Capital Advisors, LLC 0.58% No change 56,800 $3.8M
Mariner, LLC 0.00% Add +1.6% 52,636 $3.6M
AlTi Global, Inc. 0.07% New 51,254 $3.5M
Gilman Hill Asset Management, LLC 0.47% Add +3.7% 50,349 $3.4M
Toronto Dominion Bank 0.01% New 49,798 $3.4M
Kestra Advisory Services, LLC 0.01% Reduce -21.3% 49,066 $3.3M
Cresset Asset Management, LLC 0.01% Add +0.6% 47,416 $3.2M
Captrust Financial Advisors 0.00% Add +2.2% 45,344 $3.1M
Sovereign Investment Advisors, LLC 0.55% No change 43,522 $2.9M
Crescent Grove Advisors, LLC 0.24% Add +55.9% 41,884 $2.8M
Barnett & Company, Inc. 1.89% Reduce -4.3% 37,883 $2.6M
First Trust Advisors LP 0.00% Reduce -8.2% 37,191 $2.5M
PARK CIRCLE Co 2.16% No change 36,350 $2.5M
Linscomb Wealth, Inc. 0.10% No change 35,058 $2.4M
Commonwealth Equity Services, LLC 0.00% Add +1.4% 32,097 $2.2M
NewEdge Advisors, LLC 0.01% Add +184.9% 31,305 $2.1M
MidFirst Bank 0.15% No change 30,500 $2.1M
Westwood Holdings Group Inc. 0.02% Reduce -11.2% 30,496 $2.1M
Stifel Financial Corp. 0.00% Reduce -3.2% 29,669 $2.0M
Rockefeller Capital Management L.P. 0.00% Reduce -0.4% 28,856 $1.9M
Glenmede Trust Co. NA 0.01% Reduce -18.1% 28,680 $1.9M
Truist Financial Corp. 0.00% Add +0.5% 28,628 $1.9M
MML Investors Services, LLC 0.00% Add +239.2% 27,888 $1.9M
Zurich Insurance Group Ltd 0.01% No change 27,200 $1.8M
Empirical Asset Management, LLC 0.41% Reduce -3.3% 27,084 $1.8M
HighTower Advisors, LLC 0.00% Add +28.0% 26,912 $1.8M
ELCO Management Co., LLC 0.77% Reduce -1.9% 26,587 $1.8M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.4% 25,877 $1.7M
Van Eck Associates Corp. 0.00% Reduce -51.7% 25,709 $1.7M
Ameriprise Financial Inc. 0.00% Reduce -27.2% 25,204 $1.7M
Bison Wealth, LLC 0.15% Add +634.1% 23,859 $1.6M
Dividend Assets Capital, LLC 0.30% Add +7.9% 23,098 $1.6M
Apollon Wealth Management, LLC 0.02% Reduce -0.4% 22,138 $1.5M
Private Advisor Group, LLC 0.01% Add +4.5% 22,114 $1.5M
Focus Partners Wealth 0.00% Add +31.0% 22,024 $1.5M
Citadel Advisors 0.00% New 21,633 $1.5M
Cascade Investment Group, Inc. 0.82% Reduce -1.4% 21,580 $1.5M
IHT Wealth Management, LLC 0.03% Add +81.4% 20,271 $1.4M
American Financial Group Inc. 0.48% No change 20,000 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +35.4% 19,030 $1.3M
Virtu Financial LLC 0.04% New 18,971 $1.3M
US Bancorp \de 0.00% No change 18,884 $1.3M
BlackRock, Inc. 0.00% Add +0.0% 17,144 $1.2M
Focus Financial Network, Inc. 0.03% Reduce -1.7% 16,594 $1.1M
Cary Street Partners Financial LLC 0.02% No change 16,569 $1.1M
Arax Advisory Partners 0.01% New 16,129 $1.1M
Jump Financial, LLC 0.01% New 15,900 $1.1M
Austin Wealth Management, LLC 0.22% New 13,934 $1.0M
Creative Planning 0.00% Reduce -58.0% 15,270 $1.0M
Quad-Cities Investment Group, LLC 0.37% Add +7.3% 15,230 $1.0M
McDonald Partners LLC 0.25% No change 15,100 $1.0M

"% of holder's portfolio" is SUN's weight in each manager's 13F, not the share of Sunoco LP the manager owns.

Show all 303 holders