Sunoco LPSUN
13F holders, Q3 2024 (September 30)274holders +1
30new positions
29sold out
2famous investors
$53.68avg. 13F price*
At the end of Q3 2024, 274 institutions reported holding Sunoco LP (SUN) in their 13F filings, up 1 from Q2 2024. 30 opened new positions and 29 sold out. The largest holders were Alps Advisors Inc. ($1.0B), Invesco Ltd. ($465.4M) and Goldman Sachs Group Inc. ($372.3M). 2 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management'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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $38.4M |
| Exits | 29 | $19.0M |
All 13F filers, Q2 2024 → Q3 2024: 3,048,790 shares bought and 3,577,926 shares sold, net −529,136 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 274 holders
| Alps Advisors Inc. | 6.87% | Add +1.7% | 19,133,669 | $1.0B |
| Invesco Ltd. | 0.09% | Add +2.0% | 8,670,067 | $465.4M |
| Goldman Sachs Group Inc. | 0.07% | Add +3.5% | 6,935,449 | $372.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.30% | Reduce -39.5% | 2,480,659 | $133.2M |
| JPMorgan Chase & Co. | 0.01% | Add +26.2% | 2,191,570 | $117.6M |
| Blackstone Inc. | 0.35% | Reduce -11.0% | 1,429,310 | $76.7M |
| Morgan Stanley | 0.01% | Reduce -1.2% | 1,396,644 | $75.0M |
| Tortoise Capital Advisors, L.L.C. | 0.93% | Reduce -0.1% | 1,349,687 | $72.5M |
| Infrastructure Capital Advisors, LLC | 9.53% | Add +3.1% | 1,087,407 | $58.4M |
| Energy Income Partners, LLC | 1.22% | Add +8.4% | 1,056,298 | $56.7M |
| UBS Group AG | 0.01% | Add +0.8% | 986,111 | $52.9M |
| Recurrent Investment Advisors LLC | 4.61% | Add +29.3% | 864,176 | $46.4M |
| Clearbridge Investments, LLC | 0.03% | No change | 700,229 | $37.6M |
| Fractal Investments LLC | 6.10% | No change | 672,682 | $36.1M |
| Bowen Hanes & Co. Inc. | 0.85% | No change | 600,000 | $32.2M |
| Miller Howard Investments Inc. | 0.98% | Add +1.1% | 589,761 | $31.7M |
| Adams Asset Advisors, LLC | 4.15% | No change | 571,538 | $30.7M |
| Barclays PLC | 0.01% | Add +908833.3% | 436,288 | $23.4M |
| Bank of America Corp. | 0.00% | Reduce -17.3% | 410,046 | $22.0M |
| Citigroup Inc. | 0.02% | Reduce -22.1% | 339,402 | $18.2M |
| Susquehanna International Group, LLP | 0.03% | Add +18.4% | 313,750 | $16.8M |
| Neuberger Berman Group LLC | 0.01% | Reduce -3.1% | 304,613 | $16.4M |
| HRT Financial LP | 0.08% | New | 287,773 | $15.4M |
| Wells Fargo & Company | 0.00% | Reduce -45.5% | 282,324 | $15.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -1.8% | 271,831 | $14.6M |
| HUB Investment Partners, LLC | 0.57% | Reduce -0.6% | 240,871 | $12.9M |
| BNP Paribas Financial Markets | 0.01% | Add +2.2% | 222,876 | $12.0M |
| LPL Financial LLC | 0.00% | Reduce -15.0% | 193,038 | $10.4M |
| ING Groep NV | 0.05% | New | 158,715 | $8.5M |
| Kercheville Advisors, LLC | 3.49% | Add +0.0% | 154,077 | $8.3M |
| Royal Bank of Canada | 0.00% | Reduce -5.6% | 140,049 | $7.5M |
| Exchange Traded Concepts, LLC | 0.16% | Add +7.1% | 128,171 | $6.9M |
| Waldron Private Wealth LLC | 0.27% | Add +140.0% | 120,000 | $6.4M |
| Jane Street Group, LLC | 0.01% | Add +101.7% | 119,002 | $6.4M |
| Sanctuary Advisors, LLC | 0.03% | Add +11.7% | 96,377 | $5.2M |
| Duff & Phelps Investment Management Co. | 0.06% | Add +405.2% | 95,662 | $5.1M |
| Captrust Financial Advisors | 0.01% | Reduce -60.2% | 75,325 | $4.0M |
| Raymond James & Associates | 0.00% | Reduce -5.6% | 74,699 | $4.0M |
| Summit Financial, LLC | 0.15% | New | 71,236 | $3.8M |
| Texas Yale Capital Corp. | 0.16% | Add +3.5% | 67,976 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.4% | 66,006 | $3.5M |
| Chickasaw Capital Management LLC | 0.15% | Add +10.1% | 63,400 | $3.4M |
| First Trust Advisors LP | 0.00% | Add +1.8% | 62,253 | $3.3M |
| Nomura Holdings Inc. | 0.02% | No change | 60,000 | $3.2M |
| Private Advisor Group, LLC | 0.02% | Add +0.1% | 52,137 | $2.8M |
| Group One Trading LLC | 0.11% | Reduce -12.3% | 51,410 | $2.8M |
| Barnett & Company, Inc. | 1.81% | Reduce -3.5% | 51,033 | $2.7M |
| Castleark Management LLC | 0.11% | No change | 48,190 | $2.6M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -7.3% | 44,705 | $2.4M |
| Apollon Wealth Management, LLC | 0.07% | Add +0.1% | 44,053 | $2.4M |
| Sovereign Investment Advisors, LLC | 0.77% | New | 43,522 | $2.3M |
| CoreCap Advisors, LLC | 0.11% | Add +19.5% | 41,826 | $2.2M |
| Mariner, LLC | 0.00% | Add +6.4% | 36,568 | $2.0M |
| PARK CIRCLE Co | 1.74% | No change | 36,350 | $2.0M |
| Natixis | 0.01% | No change | 35,160 | $1.9M |
| Empirical Asset Management, LLC | 0.64% | Reduce -4.2% | 33,512 | $1.8M |
| Westwood Holdings Group Inc. | 0.01% | No change | 33,396 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +5.8% | 32,683 | $1.8M |
| Susquehanna Portfolio Strategies, LLC | 0.12% | Reduce -1.5% | 32,409 | $1.7M |
| AE Wealth Management LLC | 0.02% | Add +115.3% | 31,828 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.5% | 31,526 | $1.7M |
| Creative Planning | 0.00% | Add +17.8% | 30,650 | $1.6M |
| Finer Wealth Management, Inc. | 1.00% | Add +11.2% | 30,106 | $1.6M |
| Dividend Assets Capital, LLC | 0.30% | Add +1.5% | 29,388 | $1.6M |
| Sigma Planning Corp | 0.05% | Reduce -0.8% | 28,951 | $1.6M |
| SpiderRock Advisors, LLC | 0.03% | No change | 27,825 | $1.5M |
| Cascade Investment Group, Inc. | 1.09% | Reduce -4.3% | 27,780 | $1.5M |
| Spirit of America Management Corp. | 0.29% | No change | 27,555 | $1.5M |
| Glenmede Trust Co. NA | 0.01% | Add +41.0% | 27,500 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +4.1% | 27,364 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.4% | 27,262 | $1.5M |
| FMR LLC | 0.00% | Reduce -96.3% | 25,470 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +0.8% | 25,251 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Add +1.9% | 25,159 | $1.4M |
| Lee Financial Co | 0.19% | New | 25,103 | $1.3M |
| ELCO Management Co., LLC | 0.70% | Reduce 0.0% | 24,095 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.3% | 23,858 | $1.3M |
| Simplex Trading, LLC | 0.04% | Add +178.9% | 23,029 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.7% | 22,741 | $1.2M |
| US Bancorp \de | 0.00% | No change | 22,226 | $1.2M |
| Crescent Grove Advisors, LLC | 0.12% | Add +128.9% | 21,886 | $1.2M |
| Quantum Portfolio Management LLC | 0.62% | Reduce -18.6% | 21,255 | $1.1M |
| Van Eck Associates Corp. | 0.00% | Reduce -41.2% | 21,349 | $1.1M |
| American Financial Group Inc. | 0.47% | No change | 19,500 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +0.6% | 19,037 | $1.0M |
| Gilman Hill Asset Management, LLC | 0.17% | No change | 18,674 | $1.0M |
| Mgo One Seven LLC | 0.04% | New | 18,226 | $978K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.9% | 17,986 | $965K |
| BlackRock, Inc. | 0.00% | — | 16,653 | $894K |
| Focus Financial Network, Inc. | 0.04% | Add +0.2% | 16,101 | $864K |
| Avid Wealth Partners LLC | 0.60% | New | 15,834 | $850K |
| McDonald Partners LLC | 0.21% | Add +0.0% | 15,393 | $826K |
| Bramshill Investments, LLC | 0.09% | Reduce -28.6% | 14,901 | $800K |
| Linscomb Wealth, Inc. | 0.04% | No change | 14,740 | $791K |
| NorthCoast Asset Management LLC | 0.01% | New | 14,599 | $784K |
| XML Financial, LLC | 0.07% | Reduce -5.5% | 14,373 | $772K |
| Corient Private Wealth LP | 0.00% | Reduce -7.7% | 14,142 | $759K |
| EP Wealth Advisors, LLC | 0.01% | Add +68.6% | 13,988 | $751K |
| IFG Advisory, LLC | 0.05% | No change | 13,951 | $749K |
| M&T Bank Corp | 0.00% | No change | 13,626 | $731K |
"% of holder's portfolio" is SUN's weight in each manager's 13F, not the share of Sunoco LP the manager owns.