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

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions30$38.4M
Exits29$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
Moors & Cabot, Inc. 0.04% Add +10.3% 13,624 $731K
Janney Montgomery Scott LLC 0.00% Add +4.9% 13,530 $726K
Quad-Cities Investment Group, LLC 0.36% Reduce -2.7% 13,259 $712K
Journey Strategic Wealth LLC 0.03% New 12,788 $686K
Orange Investment Advisors, Inc. 0.07% Add +0.3% 12,030 $646K
Rockefeller Capital Management L.P. 0.00% Add +15.8% 11,789 $633K
Baldwin Wealth Partners LLC 0.04% No change 11,360 $610K
Avantax Advisory Services, Inc. 0.00% Reduce -6.6% 11,052 $593K
Brown Advisory Inc. 0.00% No change 10,973 $589K
Hilltop Holdings Inc. 0.04% Add +11.6% 10,761 $578K
Wedbush Securities Inc. 0.02% Add +1.8% 10,742 $577K
International Assets Investment Management, LLC 0.05% Add +3.1% 10,670 $573K
Brookstone Capital Management 0.01% Reduce -0.3% 10,627 $570K
B. Riley Wealth Advisors, Inc. 0.02% Add +1.8% 10,637 $570K
Inscription Capital, LLC 0.08% No change 10,198 $547K
Uhlmann Price Securities, LLC 0.43% — 10,073 $541K
Baker Avenue Asset Management, LP 0.02% Reduce -23.1% 10,000 $537K
Stratos Wealth Partners, LTD. 0.01% Add +26.3% 9,964 $535K
FORA Capital, LLC 0.06% New 9,762 $524K
Tradition Wealth Management, LLC 0.05% Add +6.1% 9,676 $519K
IHT Wealth Management, LLC 0.01% Add +2.6% 9,627 $517K
PSI Advisors, LLC 0.15% Add +0.1% 9,566 $513K
Kayne Anderson Capital Advisors LP 0.01% Reduce -51.7% 9,431 $506K
Financial Counselors Inc. 0.01% Reduce -2.6% 9,356 $502K
U.S. Capital Wealth Advisors, LLC 0.02% Add +0.3% 9,353 $502K
Kingsview Wealth Management, LLC 0.01% Add +18.4% 9,213 $495K
Davidson Trust Co. 0.25% No change 9,000 $483K
Keybank National Association 0.00% Reduce -1.8% 9,000 $483K
Bokf, NA 0.01% No change 8,993 $477K
Wealthcare Advisory Partners LLC 0.01% Reduce -0.1% 8,884 $477K
Good Life Advisors, LLC 0.03% Add +4.4% 8,722 $468K
Arkadios Wealth Advisors 0.03% Add +95.4% 8,676 $466K
United Advisor Group, LLC 0.10% No change 8,564 $460K
Cohen Capital Management, Inc. 0.07% No change 8,210 $441K
Independent Advisor Alliance 0.02% Reduce -15.9% 8,181 $439K
Oxbow Advisors, LLC 0.04% Reduce -2.1% 8,000 $429K
Silvercrest Asset Management Group LLC 0.00% No change 8,000 $429K
Benjamin Edwards Inc. 0.01% New 7,740 $416K
Tidal Investments LLC 0.00% Add +17.0% 7,597 $408K
WealthPLAN Partners, LLC 0.05% Add +0.1% 7,546 $405K
Barr E S & Co. 0.03% Reduce -3.5% 7,500 $403K
Mercer Global Advisors Inc. 0.00% Reduce -40.6% 7,240 $389K
Avidian Wealth Enterprises, LLC 0.02% Reduce -25.9% 7,044 $378K
Security National Bank of Sioux City Iowa 0.23% No change 7,000 $376K
Cresset Asset Management, LLC 0.00% No change 6,988 $375K
Steel Grove Capital Advisors, LLC 0.05% Reduce -3.6% 7,038 $374K
Oppenheimer & Co. Inc. 0.01% No change 6,948 $373K
PFG Investments, LLC 0.02% Add +0.2% 6,607 $355K
King Luther Capital Management Corp. 0.00% No change 6,233 $335K
L.M. Kohn & Company 0.08% No change 6,200 $333K
Covenant Partners, LLC 0.10% New 6,191 $332K
Cary Street Partners Investment Advisory LLC 0.01% No change 6,116 $328K
MML Investors Services, LLC 0.00% Add +9.8% 6,087 $327K
Atria Investments, Inc 0.00% Reduce -3.4% 6,048 $325K
Sendero Wealth Management, LLC 0.05% No change 5,994 $322K
Americana Partners, LLC 0.02% No change 5,838 $313K
Carnegie Investment Counsel 0.01% Add +7.9% 5,779 $310K
Motco 0.03% No change 5,760 $309K
Basso Capital Management, L.P. 0.28% Add +16.4% 5,680 $305K
HighPoint Advisor Group LLC 0.02% Reduce -12.5% 5,584 $300K
1900 Wealth Management LLC 0.03% New 5,540 $297K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -16.4% 5,409 $290K
MAI Capital Management 0.00% Add +16.3% 5,375 $289K
Truist Financial Corp. 0.00% Reduce -8.7% 5,327 $286K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -9.3% 5,288 $284K
Capital Advisors Inc. 0.01% No change 5,159 $277K
D.A. Davidson & Co. 0.00% Reduce -33.3% 5,117 $275K
Teamwork Financial Advisors, LLC 0.04% New 5,027 $270K
Fisher Asset Management 0.00% New 4,987 $268K
Garrett Wealth Advisory Group, LLC 0.07% New 4,933 $265K
Bridges Investment Management Inc. 0.00% No change 4,927 $264K
Willis Investment Counsel 0.02% No change 4,883 $262K
Whitener Capital Management, Inc. 0.07% No change 4,760 $256K
Raymond James Trust N.A. 0.01% No change 4,716 $253K
Crumly & Associates Inc. 0.07% Reduce -4.9% 4,712 $253K
Ameritas Advisory Services, LLC 0.01% Add +11.8% 4,658 $250K
Northern Trust Corp. 0.00% Add +5.4% 4,647 $249K
Oppenheimer Asset Management Inc. 0.00% Reduce -0.8% 4,582 $246K
Citizens Financial Group Inc. 0.00% New 4,564 $245K
Counterpoint Mutual Funds LLC 0.05% New 4,514 $242K
Mutual Advisors, LLC 0.01% No change 4,621 $241K
Centennial Wealth Advisory LLC 0.09% Add +1.6% 4,448 $239K
Wealth Enhancement Advisory Services, LLC 0.00% Add +12.5% 4,391 $236K
Liberty Capital Management, Inc. 0.05% No change 4,384 $235K
Virtus Investment Advisers, LLC 0.19% No change 4,380 $235K
CWA Asset Management Group, LLC 0.01% — 4,111 $221K
Quadrant Private Wealth Management, LLC 0.05% No change 4,040 $217K
NFSG Corp 0.08% Add +17.8% 4,009 $215K
Sittner & Nelson, LLC 0.10% New 4,000 $215K
Sheaff Brock Investment Advisors, LLC 0.02% No change 3,997 $215K
Tyche Wealth Partners LLC 0.05% Add +5.4% 3,905 $210K
DAVENPORT & Co LLC 0.00% Reduce -4.9% 3,850 $207K
Kanawha Capital Management LLC 0.01% No change 3,800 $204K
World Investment Advisors 0.01% Add +5.6% 3,800 $204K
IPG Investment Advisors LLC 0.04% No change 3,760 $202K
Wilmington Savings Fund Society, FSB 0.00% New 3,080 $165K
Anchor Investment Management, LLC 0.02% No change 3,000 $161K
Salem Investment Counselors Inc. 0.00% No change 2,666 $143K
Jones Financial Companies LLLP 0.00% Add +97.8% 2,629 $140K
NewEdge Advisors, LLC 0.00% Reduce -69.2% 2,167 $116K
Resources Management Corp. /CT/ 0.01% Reduce -8.9% 2,040 $110K
Icon Wealth Advisors, LLC 0.01% No change 2,049 $110K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% No change 2,000 $107K
EverSource Wealth Advisors, LLC 0.01% No change 1,884 $101K
Farther Finance Advisors, LLC 0.00% New 1,833 $98K
Cullen/Frost Bankers, Inc. 0.00% New 1,645 $88K
Russell Investments Group, Ltd. 0.00% New 1,513 $81K
Clearstead Advisors, LLC 0.00% No change 1,467 $79K
Front Row Advisors LLC 0.03% No change 1,350 $72K
Caitlin John, LLC 0.05% New 1,385 $71K
Estabrook Capital Management 0.01% No change 1,250 $67K
HHM Wealth Advisors, LLC 0.01% Reduce -27.3% 1,200 $64K
Johnson Financial Group, Inc. 0.00% No change 1,200 $64K
IFP Advisors, Inc 0.00% Reduce -11.1% 1,151 $62K
GPS Wealth Strategies Group, LLC 0.01% No change 1,094 $59K
Sunbelt Securities, Inc. 0.01% No change 1,081 $58K
Citadel Advisors 0.00% Add +3855.6% 1,068 $57K
Steward Partners Investment Advisory, LLC 0.00% Add +5.9% 1,063 $57K
Quent Capital, LLC 0.01% No change 1,031 $55K
Bessemer Group Inc. 0.00% Reduce -15.9% 960 $52K
Key Financial Inc 0.01% Add +1.6% 927 $50K
Allworth Financial LP 0.00% Reduce -7.9% 904 $49K
Global Retirement Partners, LLC 0.00% No change 845 $45K
Annis Gardner Whiting Capital Advisors, LLC 0.01% New 800 $43K
Compass Wealth Management LLC 0.01% No change 800 $43K
Parkside Financial Bank & Trust 0.01% No change 784 $42K
Harbour Investments, Inc. 0.00% Add +0.3% 733 $39K
CIBC Private Wealth Group LLC 0.00% Add +139.0% 717 $38K
Principal Securities, Inc. 0.00% Add +3.1% 698 $37K
Private Trust Co. NA 0.00% No change 650 $35K
Parallel Advisors, LLC 0.00% Add +1.4% 643 $35K
Longfellow Investment Management Co. LLC 0.01% No change 574 $31K
CENTRAL TRUST Co 0.00% No change 560 $30K
CNB Bank 0.01% No change 500 $27K
DHJJ Financial Advisors, Ltd. 0.01% No change 500 $27K
Avalon Trust Co 0.00% No change 500 $27K
Avior Wealth Management, LLC 0.00% No change 500 $27K
GoalVest Advisory LLC 0.01% New 337 $18K
Bartlett & Co. Wealth Management LLC 0.00% No change 330 $18K
Huntington National Bank 0.00% No change 330 $18K
Naples Money Management LLC 0.01% No change 280 $15K
First Horizon Advisors, Inc. 0.00% Reduce -60.7% 262 $14K
Caldwell Sutter Capital, Inc. 0.01% No change 261 $14K
Farmers & Merchants Investments Inc. 0.00% No change 257 $14K
Geneos Wealth Management Inc. 0.00% Add +1.8% 222 $12K
Northwestern Mutual Wealth Management Co. 0.00% Add +176.3% 210 $11K
Financial Network Wealth Advisors LLC 0.01% Add +25.1% 204 $11K
Armstrong Advisory Group, Inc. 0.00% Add +1.5% 201 $11K
Concord Wealth Partners 0.00% New 200 $11K
Coastline Trust Co 0.00% New 180 $10K
Pineridge Advisors LLC 0.00% Add +1.9% 165 $9K
ORG Partners LLC 0.00% No change 160 $9K
Boyd Watterson Asset Management LLC 0.00% No change 146 $8K
Glen Eagle Advisors, LLC 0.00% No change 143 $8K
Sachetta, LLC 0.00% No change 135 $7K
Eagle Bay Advisors LLC 0.00% Reduce -20.5% 128 $7K
Tower Research Capital LLC (TRC) 0.00% Reduce -97.4% 108 $6K
Planned Solutions, Inc. 0.00% New 100 $5K
Federation des caisses Desjardins du Quebec 0.00% No change 100 $5K
Lanark Financial, Inc. 0.00% No change 100 $5K
Cedar Mountain Advisors, LLC 0.00% No change 93 $5K
UMB Bank, n.a. 0.00% No change 90 $5K
Hilltop National Bank 0.00% No change 80 $4K
CVA Family Office, LLC 0.00% No change 79 $4K
Signaturefd, LLC 0.00% Reduce -82.3% 75 $4K
Wolff Wiese Magana LLC 0.00% No change 67 $4K
CoreFirst Bank & Trust 0.00% New 45 $2K
Gables Capital Management Inc. 0.00% No change 40 $2K
Venturi Wealth Management, LLC 0.00% No change 36 $2K
Global Wealth Strategies & Associates 0.00% No change 33 $2K
Rudius Management LP 0.00% No change 33 $2K
Sandy Spring Bank 0.00% No change 10 $562
Hexagon Capital Partners LLC 0.00% No change 9 $483
Cwm, LLC 0.00% Reduce -99.1% 1 $0

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