Sunoco LPSUN
13F holders, Q2 2024 (June 30)273holders +64
82new positions
18sold out
1famous investor
$56.48avg. 13F price*
At the end of Q2 2024, 273 institutions reported holding Sunoco LP (SUN) in their 13F filings, up 64 from Q1 2024. 82 opened new positions and 18 sold out. The largest holders were Alps Advisors Inc. ($1.1B), Invesco Ltd. ($480.6M) and Goldman Sachs Group Inc. ($378.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Sunoco LP
- CUSIP
- 86765K109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $85.2M |
| Exits | 18 | $18.9M |
All 13F filers, Q1 2024 → Q2 2024: 33,768,896 shares bought and 428,115 shares sold, net +33,340,781 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 273 holders
| Alps Advisors Inc. | 7.30% | Add +94.3% | 18,812,738 | $1.1B |
| Invesco Ltd. | 0.10% | Add +1735.1% | 8,500,432 | $480.6M |
| Goldman Sachs Group Inc. | 0.07% | Add +205.2% | 6,699,996 | $378.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.55% | — | 4,099,360 | $231.8M |
| JPMorgan Chase & Co. | 0.01% | Add +308.6% | 1,736,209 | $98.2M |
| Blackstone Inc. | 0.40% | Add +36.2% | 1,606,133 | $90.8M |
| Morgan Stanley | 0.01% | Add +209.4% | 1,412,971 | $79.9M |
| Tortoise Capital Advisors, L.L.C. | 1.01% | Add +26345.6% | 1,351,368 | $76.4M |
| Infrastructure Capital Advisors, LLC | 9.35% | Add +1625.2% | 1,055,168 | $59.7M |
| UBS Group AG | 0.02% | Add +78.5% | 978,171 | $55.3M |
| Energy Income Partners, LLC | 1.23% | Add +459.7% | 974,175 | $55.1M |
| Clearbridge Investments, LLC | 0.03% | Add +176.6% | 700,229 | $39.6M |
| FMR LLC | 0.00% | Add +3237.6% | 697,595 | $39.4M |
| Fractal Investments LLC | 6.62% | Add +178.0% | 672,682 | $38.0M |
| Recurrent Investment Advisors LLC | 3.98% | Add +226.4% | 668,593 | $37.8M |
| Bowen Hanes & Co. Inc. | 0.94% | No change | 600,000 | $33.9M |
| Miller Howard Investments Inc. | 1.09% | Add +33.4% | 583,323 | $33.0M |
| Adams Asset Advisors, LLC | 4.34% | Add +82.3% | 571,538 | $32.3M |
| Wells Fargo & Company | 0.01% | Add +23.7% | 518,286 | $29.3M |
| Bank of America Corp. | 0.00% | Add +362.8% | 495,788 | $28.0M |
| Citigroup Inc. | 0.02% | Add +183.2% | 435,977 | $24.7M |
| Neuberger Berman Group LLC | 0.01% | New | 314,295 | $17.8M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +42.8% | 276,829 | $15.7M |
| Susquehanna International Group, LLP | 0.03% | Add +944.7% | 264,891 | $15.0M |
| HUB Investment Partners, LLC | 0.66% | Add +1.5% | 242,253 | $13.7M |
| LPL Financial LLC | 0.01% | Add +43.2% | 226,995 | $12.8M |
| BNP Paribas Financial Markets | 0.01% | Add +205.8% | 218,077 | $12.3M |
| Captrust Financial Advisors | 0.03% | New | 189,048 | $10.7M |
| Kercheville Advisors, LLC | 3.78% | New | 154,033 | $8.7M |
| Royal Bank of Canada | 0.00% | Add +49.9% | 148,422 | $8.4M |
| Exchange Traded Concepts, LLC | 0.17% | Add +108.0% | 119,677 | $6.8M |
| Brookfield Corp | 0.04% | New | 103,524 | $5.9M |
| Sanctuary Advisors, LLC | 0.04% | — | 86,297 | $4.9M |
| Raymond James & Associates | 0.00% | Reduce -7.0% | 79,123 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +217.8% | 76,073 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -9.4% | 69,774 | $3.9M |
| Texas Yale Capital Corp. | 0.18% | Add +170.3% | 65,676 | $3.7M |
| First Trust Advisors LP | 0.00% | Add +57.3% | 61,170 | $3.5M |
| Nomura Holdings Inc. | 0.02% | New | 60,000 | $3.4M |
| Jane Street Group, LLC | 0.00% | Add +545.8% | 59,004 | $3.3M |
| Group One Trading LLC | 0.10% | New | 58,598 | $3.3M |
| Chickasaw Capital Management LLC | 0.14% | New | 57,600 | $3.3M |
| Barnett & Company, Inc. | 2.15% | Reduce -1.3% | 52,883 | $3.0M |
| Private Advisor Group, LLC | 0.02% | Add +40.8% | 52,064 | $2.9M |
| Waldron Private Wealth LLC | 0.13% | No change | 50,000 | $2.8M |
| Advisors Asset Management, Inc. | 0.05% | Add +685.8% | 48,248 | $2.7M |
| Castleark Management LLC | 0.11% | Add +50.9% | 48,190 | $2.7M |
| Apollon Wealth Management, LLC | 0.08% | Add +3.3% | 44,013 | $2.5M |
| Wolverine Trading, LLC | 0.03% | New | 37,493 | $2.1M |
| PARK CIRCLE Co | 2.03% | No change | 36,350 | $2.1M |
| Van Eck Associates Corp. | 0.00% | New | 36,313 | $2.1M |
| Natixis | 0.01% | New | 35,160 | $2.0M |
| CoreCap Advisors, LLC | 0.21% | Add +7.2% | 35,011 | $2.0M |
| Empirical Asset Management, LLC | 0.74% | Reduce -1.3% | 34,983 | $2.0M |
| Mariner, LLC | 0.00% | Add +171.9% | 34,379 | $1.9M |
| Westwood Holdings Group Inc. | 0.02% | New | 33,396 | $1.9M |
| Susquehanna Portfolio Strategies, LLC | 0.08% | Reduce -38.4% | 32,909 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -50.2% | 31,070 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +39.6% | 30,901 | $1.7M |
| Sigma Planning Corp | 0.05% | Add +1.0% | 29,188 | $1.7M |
| Cascade Investment Group, Inc. | 1.28% | Reduce -4.2% | 29,030 | $1.6M |
| Dividend Assets Capital, LLC | 0.33% | Add +82.6% | 28,948 | $1.6M |
| SpiderRock Advisors, LLC | 0.04% | New | 27,825 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +111.0% | 27,641 | $1.6M |
| Spirit of America Management Corp. | 0.32% | No change | 27,555 | $1.6M |
| Finer Wealth Management, Inc. | 0.99% | Add +5.8% | 27,084 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +2.4% | 26,291 | $1.5M |
| Quantum Portfolio Management LLC | 0.85% | Add +6.5% | 26,100 | $1.5M |
| Creative Planning | 0.00% | Reduce -5.8% | 26,018 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.3% | 25,473 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.1% | 25,460 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +30.6% | 25,057 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Add +44.3% | 24,688 | $1.4M |
| ELCO Management Co., LLC | 0.79% | Reduce -0.5% | 24,096 | $1.4M |
| US Bancorp \de | 0.00% | Add +0.5% | 22,226 | $1.3M |
| Gateway Advisory, LLC | 0.21% | New | 21,607 | $1.2M |
| Bramshill Investments, LLC | 0.13% | Add +107.7% | 20,858 | $1.2M |
| Kayne Anderson Capital Advisors LP | 0.03% | Add +37.5% | 19,520 | $1.1M |
| American Financial Group Inc. | 0.50% | Add +25.8% | 19,500 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | New | 19,500 | $1.1M |
| Duff & Phelps Investment Management Co. | 0.01% | New | 18,935 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +6.1% | 18,923 | $1.1M |
| Gilman Hill Asset Management, LLC | 0.19% | New | 18,674 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -20.2% | 18,518 | $1.0M |
| BlackRock Inc. | 0.00% | New | 16,653 | $942K |
| Focus Financial Network, Inc. | 0.04% | Add +5.8% | 16,070 | $939K |
| XTX Topco Ltd | 0.08% | New | 15,732 | $889K |
| McDonald Partners LLC | 0.23% | Add +2.6% | 15,388 | $870K |
| Corient Private Wealth LP | 0.00% | Reduce -12.7% | 15,318 | $866K |
| XML Financial, LLC | 0.09% | Add +1.1% | 15,209 | $860K |
| AE Wealth Management LLC | 0.01% | New | 14,780 | $836K |
| Linscomb Wealth, Inc. | 0.04% | New | 14,740 | $833K |
| IFG Advisory, LLC | 0.05% | New | 13,951 | $789K |
| M&T Bank Corp | 0.00% | New | 13,626 | $770K |
| Quad-Cities Investment Group, LLC | 0.43% | Add +2.2% | 13,624 | $770K |
| Institutional & Family Asset Management, LLC | 0.12% | New | 13,538 | $765K |
| Baker Avenue Asset Management, LP | 0.03% | No change | 13,000 | $735K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.2% | 12,895 | $729K |
| Moors & Cabot, Inc. | 0.04% | New | 12,347 | $698K |
| Orange Investment Advisors, Inc. | 0.09% | No change | 12,000 | $692K |
"% of holder's portfolio" is SUN's weight in each manager's 13F, not the share of Sunoco LP the manager owns.