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 |
| Barr E S & Co. | 0.03% | No change | 7,775 | $469K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -8.3% | 7,749 | $467K |
| WealthPLAN Partners, LLC | 0.05% | Add +0.1% | 7,526 | $454K |
| Truist Financial Corp. | 0.00% | Add +38.4% | 7,412 | $447K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -3.3% | 7,251 | $437K |
| Jump Financial, LLC | 0.01% | New | 7,209 | $435K |
| Security National Bank of Sioux City Iowa | 0.30% | No change | 7,000 | $422K |
| Cresset Asset Management, LLC | 0.00% | No change | 6,988 | $421K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.0% | 6,988 | $421K |
| Fifth Lane Capital, LP | 0.56% | New | 6,952 | $419K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.9% | 6,666 | $402K |
| PFG Investments, LLC | 0.02% | Add +13.8% | 6,561 | $396K |
| NewEdge Advisors, LLC | 0.00% | Add +1.0% | 6,535 | $394K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +0.8% | 6,476 | $390K |
| L.M. Kohn & Company | 0.11% | No change | 6,300 | $380K |
| Independent Advisor Alliance | 0.01% | Add +0.6% | 6,272 | $378K |
| Advisors Asset Management, Inc. | 0.01% | New | 6,140 | $370K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +2.7% | 5,931 | $358K |
| Americana Partners, LLC | 0.03% | New | 5,838 | $352K |
| Inscription Capital, LLC | 0.05% | New | 5,475 | $330K |
| State of Wyoming | 0.05% | Add +86.3% | 5,381 | $324K |
| Tortoise Capital Advisors, L.L.C. | 0.00% | Reduce -38.4% | 5,110 | $308K |
| Keeley-Teton Advisors, LLC | 0.04% | New | 5,000 | $301K |
| Willis Investment Counsel | 0.02% | No change | 4,883 | $294K |
| MAI Capital Management | 0.00% | No change | 4,780 | $288K |
| D.A. Davidson & Co. | 0.00% | New | 4,693 | $283K |
| Carnegie Investment Counsel | 0.01% | Reduce -1.3% | 4,650 | $280K |
| DAVENPORT & Co LLC | 0.00% | No change | 4,550 | $274K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.6% | 4,443 | $268K |
| Virtus Investment Advisers, LLC | 0.19% | No change | 4,380 | $264K |
| Mutual Advisors, LLC | 0.01% | Reduce -16.6% | 4,372 | $264K |
| Brown Advisory Inc. | 0.00% | No change | 4,343 | $262K |
| Centennial Wealth Advisory LLC | 0.12% | Reduce -16.2% | 4,274 | $258K |
| Arkadios Wealth Advisors | 0.02% | No change | 4,160 | $251K |
| SVB Wealth LLC | 0.01% | New | 4,118 | $248K |
| CWA Asset Management Group, LLC | 0.02% | No change | 4,111 | $248K |
| Quadrant Private Wealth Management, LLC | 0.06% | No change | 4,040 | $244K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.9% | 3,918 | $236K |
| HighPoint Advisor Group LLC | 0.02% | New | 4,384 | $231K |
| Kanawha Capital Management LLC | 0.02% | No change | 3,800 | $229K |
| Commerce Bank | 0.00% | New | 3,793 | $229K |
| Raymond James Trust N.A. | 0.01% | No change | 3,784 | $228K |
| IPG Investment Advisors LLC | 0.05% | No change | 3,760 | $227K |
| Tyche Wealth Partners LLC | 0.05% | Reduce -2.7% | 3,675 | $222K |
| InterOcean Capital Group, LLC | 0.01% | New | 3,629 | $219K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 3,625 | $219K |
| True North Advisors, LLC | 0.06% | No change | 3,616 | $218K |
| Park Avenue Securities LLC | 0.00% | Add +0.7% | 3,560 | $215K |
| NFSG Corp | 0.09% | New | 3,548 | $214K |
| Northern Trust Corp. | 0.00% | Reduce -7.4% | 3,546 | $214K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 3,500 | $211K |
| Bison Wealth, LLC | 0.03% | Add +0.3% | 3,498 | $211K |
| Alpha Cubed Investments, LLC | 0.01% | Add +0.3% | 3,474 | $209K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -21.0% | 3,441 | $207K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 3,338 | $201K |
| Kingsview Wealth Management, LLC | 0.01% | New | 3,327 | $201K |
| Anchor Investment Management, LLC | 0.02% | Reduce -25.0% | 3,000 | $181K |
| Salem Investment Counselors Inc. | 0.01% | No change | 2,666 | $161K |
| Simplex Trading, LLC | 0.00% | New | 2,025 | $122K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.05% | No change | 2,000 | $121K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,584 | $89K |
| CSS LLC | 0.02% | New | 1,400 | $84K |
| Estabrook Capital Management | 0.01% | No change | 1,250 | $75K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,200 | $72K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,094 | $66K |
| Harbour Investments, Inc. | 0.00% | Reduce -11.1% | 972 | $59K |
| Register Financial Advisors LLC | 0.03% | New | 913 | $55K |
| Fernwood Investment Management, LLC | 0.02% | New | 900 | $54K |
| Key Financial Inc | 0.01% | Add +1.4% | 897 | $54K |
| Sunbelt Securities, Inc. | 0.01% | No change | 881 | $53K |
| Quent Capital, LLC | 0.01% | Add +413.3% | 847 | $51K |
| Compass Wealth Management LLC | 0.01% | No change | 800 | $48K |
| Front Row Advisors LLC | 0.02% | No change | 750 | $45K |
| Allworth Financial LP | 0.00% | No change | 700 | $42K |
| Private Trust Co. NA | 0.00% | Reduce -23.5% | 650 | $39K |
| Parallel Advisors, LLC | 0.00% | Add +1.3% | 625 | $38K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -41.3% | 618 | $37K |
| Huntington National Bank | 0.00% | Add +60.6% | 530 | $32K |
| CNB Bank | 0.01% | New | 500 | $30K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 500 | $30K |
| ICA Group Wealth Management, LLC | 0.01% | No change | 500 | $30K |
| Avalon Trust Co | 0.00% | No change | 500 | $30K |
| Avior Wealth Management, LLC | 0.00% | No change | 500 | $30K |
| Principal Securities, Inc. | 0.00% | Add +1.1% | 453 | $27K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 378 | $23K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +75.0% | 350 | $21K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 330 | $20K |
| Naples Money Management LLC | 0.02% | No change | 280 | $17K |
| Jones Financial Companies LLLP | 0.00% | New | 235 | $14K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.4% | 215 | $13K |
| Headlands Technologies LLC | 0.00% | Reduce -50.5% | 199 | $12K |
| CIBC Private Wealth Group LLC | 0.00% | New | 200 | $12K |
| Pineridge Advisors LLC | 0.00% | Add +1.9% | 160 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 143 | $9K |
| Sachetta, LLC | 0.00% | No change | 135 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -57.3% | 128 | $8K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -69.4% | 100 | $6K |
| Cwm, LLC | 0.00% | Add +1.0% | 104 | $6K |
| Eagle Bay Advisors LLC | 0.00% | New | 80 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 79 | $5K |
| Signaturefd, LLC | 0.00% | No change | 75 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 67 | $4K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 53 | $3K |
| Global Wealth Strategies & Associates | 0.00% | No change | 33 | $2K |
| Rudius Management LP | 0.00% | No change | 33 | $2K |
| Sound Income Strategies, LLC | 0.00% | New | 28 | $2K |
| Kelly Financial Services LLC | 0.00% | No change | 14 | $835 |
| Sandy Spring Bank | 0.00% | New | 10 | $611 |
| Hexagon Capital Partners LLC | 0.00% | No change | 9 | $543 |
"% of holder's portfolio" is SUN's weight in each manager's 13F, not the share of Sunoco LP the manager owns.