Sunoco LPSUN
13F holders, Q1 2024 (March 31)209holders
$60.27avg. 13F price*
At the end of Q1 2024, 209 institutions reported holding Sunoco LP (SUN) in their 13F filings. The largest holders were Alps Advisors Inc. ($583.7M), Goldman Sachs Group Inc. ($132.3M) and Blackstone Inc. ($71.1M).
- Company
- Sunoco LP
- CUSIP
- 86765K109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $26.7M |
| Exits | 31 | $8.7M |
Ownership 209 holders
| Alps Advisors Inc. | 4.13% | Add +1.9% | 9,682,244 | $583.7M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -24.4% | 2,195,006 | $132.3M |
| Blackstone Inc. | 0.31% | Reduce -50.6% | 1,178,923 | $71.1M |
| Bowen Hanes & Co. Inc. | 1.03% | No change | 600,000 | $36.2M |
| UBS Group AG | 0.01% | Add +1.3% | 547,832 | $33.0M |
| Invesco Ltd. | 0.01% | Reduce -62.3% | 463,214 | $27.9M |
| Morgan Stanley | 0.00% | Reduce -39.5% | 456,658 | $27.5M |
| Miller Howard Investments Inc. | 0.86% | Add +4.2% | 437,171 | $26.4M |
| JPMorgan Chase & Co. | 0.00% | Add +90.9% | 424,960 | $25.6M |
| Wells Fargo & Company | 0.01% | Add +17.8% | 418,856 | $25.3M |
| Adams Asset Advisors, LLC | 2.52% | No change | 313,435 | $18.9M |
| Clearbridge Investments, LLC | 0.01% | Reduce -48.6% | 253,157 | $15.3M |
| Fractal Investments LLC | 2.65% | No change | 242,000 | $14.6M |
| HUB Investment Partners, LLC | 0.80% | Reduce -0.5% | 238,766 | $14.4M |
| Recurrent Investment Advisors LLC | 1.43% | Add +11.1% | 204,815 | $12.3M |
| Jennison Associates LLC | 0.01% | Reduce -21.0% | 202,965 | $12.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +0.4% | 193,821 | $11.7M |
| Energy Income Partners, LLC | 0.21% | New | 174,055 | $10.5M |
| LPL Financial LLC | 0.01% | Add +9.0% | 158,508 | $9.6M |
| Citigroup Inc. | 0.01% | Reduce -30.6% | 153,967 | $9.3M |
| Bank of America Corp. | 0.00% | Add +3.1% | 107,131 | $6.5M |
| Royal Bank of Canada | 0.00% | Add +12.3% | 99,010 | $6.0M |
| Raymond James & Associates | 0.00% | Add +10.5% | 85,112 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Add +1.1% | 77,032 | $4.6M |
| BNP Paribas Financial Markets | 0.01% | Add +57.3% | 71,320 | $4.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +109.0% | 62,366 | $3.8M |
| Infrastructure Capital Advisors, LLC | 0.59% | Add +202.9% | 61,164 | $3.7M |
| Tortoise Index Solutions, LLC | 0.70% | Reduce -21.6% | 57,535 | $3.5M |
| Exchange Traded Concepts, LLC | 0.09% | Reduce -21.4% | 57,535 | $3.5M |
| Barnett & Company, Inc. | 2.21% | Reduce -0.7% | 53,550 | $3.2M |
| Susquehanna Portfolio Strategies, LLC | 0.07% | Reduce -31.4% | 53,403 | $3.2M |
| Waldron Private Wealth LLC | 0.14% | No change | 50,000 | $3.0M |
| Apollon Wealth Management, LLC | 0.08% | Add +5.9% | 42,620 | $2.6M |
| First Trust Advisors LP | 0.00% | Reduce -19.6% | 38,886 | $2.3M |
| Private Advisor Group, LLC | 0.02% | Add +0.0% | 36,977 | $2.2M |
| PARK CIRCLE Co | 2.04% | No change | 36,350 | $2.2M |
| Empirical Asset Management, LLC | 1.03% | New | 35,426 | $2.1M |
| CoreCap Advisors, LLC | 0.10% | Reduce -3.9% | 32,652 | $2.0M |
| Castleark Management LLC | 0.08% | Add +332.1% | 31,930 | $1.9M |
| Cascade Investment Group, Inc. | 1.37% | Reduce -2.3% | 30,315 | $1.8M |
| Sigma Planning Corp | 0.05% | Add +1.5% | 28,904 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.8% | 28,324 | $1.7M |
| Creative Planning | 0.00% | Add +40.4% | 27,613 | $1.7M |
| Spirit of America Management Corp. | 0.33% | No change | 27,555 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -7.6% | 25,678 | $1.6M |
| Finer Wealth Management, Inc. | 1.01% | Add +14.9% | 25,601 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -51.2% | 25,356 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +31.7% | 24,666 | $1.5M |
| Quantum Portfolio Management LLC | 0.84% | New | 24,507 | $1.5M |
| Texas Yale Capital Corp. | 0.07% | Add +3.9% | 24,300 | $1.5M |
| ELCO Management Co., LLC | 0.89% | Reduce -0.0% | 24,216 | $1.5M |
| Lincoln National Corp. | 0.02% | New | 24,163 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | New | 23,936 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -12.8% | 23,211 | $1.4M |
| Cetera Investment Advisers | 0.00% | New | 22,137 | $1.3M |
| US Bancorp \de | 0.00% | Reduce -10.7% | 22,107 | $1.3M |
| FMR LLC | 0.00% | New | 20,901 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +0.2% | 19,182 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +3.3% | 17,837 | $1.1M |
| Corient Private Wealth LP | 0.00% | Reduce -1.6% | 17,540 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Add +18.7% | 17,115 | $1.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -10.5% | 17,000 | $1.0M |
| Dividend Assets Capital, LLC | 0.20% | Reduce -17.8% | 15,857 | $956K |
| American Financial Group Inc. | 0.40% | No change | 15,500 | $934K |
| XML Financial, LLC | 0.09% | Reduce -39.3% | 15,036 | $907K |
| McDonald Partners LLC | 0.25% | No change | 15,000 | $904K |
| Kayne Anderson Capital Advisors LP | 0.02% | No change | 14,200 | $856K |
| Focus Financial Network, Inc. | 0.04% | — | 15,183 | $826K |
| Quad-Cities Investment Group, LLC | 0.47% | Reduce -9.9% | 13,336 | $804K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.3% | 13,182 | $795K |
| Envestnet Asset Management Inc. | 0.00% | Add +7.1% | 13,101 | $790K |
| Baker Avenue Asset Management, LP | 0.03% | No change | 13,000 | $784K |
| Mariner, LLC | 0.00% | Add +12.1% | 12,642 | $762K |
| Orange Investment Advisors, Inc. | 0.09% | No change | 12,000 | $723K |
| MML Investors Services, LLC | 0.00% | Add +29.8% | 11,720 | $707K |
| HRT Financial LP | 0.00% | New | 11,542 | $695K |
| Counterpoint Mutual Funds LLC | 0.17% | New | 11,305 | $682K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.3% | 11,157 | $673K |
| Barclays PLC | 0.00% | No change | 10,765 | $649K |
| Brookstone Capital Management | 0.01% | Add +6.7% | 10,684 | $644K |
| Baldwin Wealth Partners LLC | 0.05% | No change | 10,500 | $633K |
| Wedbush Securities Inc. | 0.02% | No change | 10,335 | $623K |
| Bramshill Investments, LLC | 0.07% | Reduce -51.9% | 10,042 | $605K |
| Legacy Advisors, LLC | 0.08% | No change | 10,000 | $603K |
| PSI Advisors, LLC | 0.21% | Add +0.1% | 9,697 | $585K |
| International Assets Investment Management, LLC | 0.06% | Add +1.3% | 9,711 | $583K |
| Tradition Wealth Management, LLC | 0.06% | Add +0.5% | 9,388 | $566K |
| Jane Street Group, LLC | 0.00% | Reduce -98.6% | 9,137 | $551K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -27.2% | 9,097 | $548K |
| IHT Wealth Management, LLC | 0.02% | Add +2.1% | 9,030 | $544K |
| Davidson Trust Co. | 0.32% | No change | 9,000 | $543K |
| Steele Capital Management, Inc. | 0.03% | No change | 8,932 | $539K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 12,154 | $523K |
| United Advisor Group, LLC | 0.20% | New | 8,631 | $520K |
| F&V Capital Management, LLC | 0.15% | Add +10.0% | 8,250 | $497K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +5.3% | 9,877 | $483K |
| EP Wealth Advisors, LLC | 0.01% | Add +0.5% | 8,003 | $482K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 8,000 | $482K |
| Good Life Advisors, LLC | 0.04% | Reduce -2.6% | 7,961 | $480K |
| Financial Counselors Inc. | 0.01% | No change | 7,919 | $477K |
"% of holder's portfolio" is SUN's weight in each manager's 13F, not the share of Sunoco LP the manager owns.