Sunoco LPSUN

13F holders, Q4 2024 (December 31)
268holders −6
20new positions
28sold out
1famous investor
$51.45avg. 13F price*

At the end of Q4 2024, 268 institutions reported holding Sunoco LP (SUN) in their 13F filings, down 6 from Q3 2024. 20 opened new positions and 28 sold out. The largest holders were Alps Advisors Inc. ($1.1B), Invesco Ltd. ($456.2M) and Goldman Sachs Group Inc. ($346.4M). 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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions20$23.0M
Exits28$22.4M

All 13F filers, Q3 2024 → Q4 2024: 4,594,458 shares bought and 2,052,992 shares sold, net +2,541,466 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 268 holders

Alps Advisors Inc. 6.69% Add +7.7% 20,603,455 $1.1B
Invesco Ltd. 0.08% Add +2.3% 8,868,926 $456.2M
Goldman Sachs Group Inc. 0.07% Reduce -2.9% 6,734,967 $346.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.29% Add +5.2% 2,608,701 $134.2M
JPMorgan Chase & Co. 0.01% Reduce -1.9% 2,150,701 $110.6M
Energy Income Partners, LLC 1.86% Add +67.0% 1,764,361 $90.8M
Morgan Stanley 0.01% Add +22.6% 1,712,814 $88.1M
Blackstone Inc. 0.33% Reduce -5.6% 1,349,652 $69.4M
Tortoise Capital Advisors, L.L.C. 0.84% Reduce -5.2% 1,279,736 $65.8M
Infrastructure Capital Advisors, LLC 10.77% Add +13.8% 1,237,288 $63.6M
UBS Group AG 0.01% Add +6.2% 1,046,872 $53.9M
Recurrent Investment Advisors LLC 4.20% Add +2.9% 888,862 $45.7M
Clearbridge Investments, LLC 0.03% Reduce -2.1% 685,430 $35.3M
Bowen Hanes & Co. Inc. 0.83% No change 600,000 $30.9M
Miller Howard Investments Inc. 1.01% Add +0.9% 595,057 $30.6M
Adams Asset Advisors, LLC 3.85% No change 571,538 $29.4M
Fractal Investments LLC 4.35% Reduce -17.8% 552,768 $28.4M
ING Groep NV 0.18% Add +223.7% 513,715 $26.4M
Neuberger Berman Group LLC 0.02% Add +63.5% 497,891 $25.6M
Barclays PLC 0.01% Add +6.8% 466,019 $24.0M
Raymond James Financial Inc. 0.01% — 344,839 $17.7M
Bank of America Corp. 0.00% Reduce -38.6% 251,562 $12.9M
Wells Fargo & Company 0.00% Reduce -11.4% 250,062 $12.9M
CIBC Private Wealth Group LLC 0.02% Add +32166.5% 231,351 $12.1M
HUB Investment Partners, LLC 0.47% Reduce -10.4% 215,793 $11.1M
Susquehanna International Group, LLP 0.02% Reduce -32.1% 213,131 $11.0M
Allianz Asset Management GmbH 0.01% New 190,900 $9.8M
LPL Financial LLC 0.00% Reduce -7.8% 177,939 $9.2M
Kercheville Advisors, LLC 3.08% No change 154,077 $7.9M
Royal Bank of Canada 0.00% Add +6.8% 149,536 $7.7M
Citigroup Inc. 0.01% Reduce -57.6% 143,938 $7.4M
Sanctuary Advisors, LLC 0.04% Add +18.6% 114,352 $6.6M
Exchange Traded Concepts, LLC 0.12% Reduce -7.1% 119,054 $6.1M
Duff & Phelps Investment Management Co. 0.07% Add +16.7% 111,630 $5.7M
First Trust Advisors LP 0.00% Add +33.7% 83,235 $4.3M
Chickasaw Capital Management LLC 0.16% Add +21.4% 77,000 $4.0M
Summit Financial, LLC 0.14% Add +7.3% 76,448 $3.9M
Susquehanna Fundamental Investments, LLC 0.06% — 74,302 $3.8M
Whittier Trust Co. of Nevada Inc. 0.09% New 72,000 $3.7M
Waldron Private Wealth LLC 0.15% Reduce -40.8% 71,000 $3.7M
Texas Yale Capital Corp. 0.14% Add +3.1% 70,076 $3.6M
Kestra Advisory Services, LLC 0.02% New 66,789 $3.4M
Stifel Financial Corp. 0.00% Add +154.8% 64,330 $3.3M
Captrust Financial Advisors 0.01% Reduce -17.9% 61,876 $3.2M
Nomura Holdings Inc. 0.02% No change 60,000 $3.1M
Group One Trading LLC 0.10% Add +15.4% 59,352 $3.1M
Osaic Holdings, Inc. 0.01% Reduce -10.7% 58,956 $3.0M
Private Advisor Group, LLC 0.02% Add +0.3% 52,274 $2.7M
Barnett & Company, Inc. 1.69% Reduce -1.8% 50,133 $2.6M
Castleark Management LLC 0.09% No change 48,190 $2.5M
Advisors Asset Management, Inc. 0.05% Add +7.2% 47,916 $2.5M
Glenmede Trust Co. NA 0.01% Add +67.3% 46,000 $2.4M
BlackRock, Inc. 0.00% Add +167.1% 44,478 $2.3M
Sovereign Investment Advisors, LLC 0.67% No change 43,522 $2.2M
HRT Financial LP 0.01% Reduce -85.2% 42,499 $2.2M
Mariner, LLC 0.00% Add +9.1% 39,909 $2.1M
Apollon Wealth Management, LLC 0.05% Reduce -10.5% 39,410 $2.0M
PARK CIRCLE Co 1.70% No change 36,350 $1.9M
Icon Advisers Inc. 0.42% New 36,000 $1.9M
Natixis 0.01% No change 35,160 $1.8M
ELCO Management Co., LLC 0.94% Add +44.4% 34,790 $1.8M
Ameriprise Financial Inc. 0.00% Add +35.2% 34,013 $1.8M
Cetera Investment Advisers 0.00% Add +2.8% 33,599 $1.7M
Westwood Holdings Group Inc. 0.01% No change 33,396 $1.7M
Finer Wealth Management, Inc. 0.91% Add +3.1% 31,027 $1.6M
Envestnet Asset Management Inc. 0.00% Add +12.8% 30,758 $1.6M
Van Eck Associates Corp. 0.00% Add +41.1% 30,131 $1.6M
Dividend Assets Capital, LLC 0.29% Reduce -1.6% 28,922 $1.5M
Empirical Asset Management, LLC 0.49% Reduce -14.3% 28,705 $1.5M
Commonwealth Equity Services, LLC 0.00% Add +12.4% 26,808 $1.4M
Mgo One Seven LLC 0.05% Add +43.8% 26,217 $1.3M
Cascade Investment Group, Inc. 0.96% Reduce -6.1% 26,080 $1.3M
Creative Planning 0.00% Reduce -15.1% 26,018 $1.3M
HighTower Advisors, LLC 0.00% Reduce -6.2% 25,667 $1.3M
Lee Financial Co 0.18% No change 25,103 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Add +5.9% 24,088 $1.2M
PNC Financial Services Group, Inc. 0.00% Reduce -23.7% 24,068 $1.2M
FMR LLC 0.00% Reduce -5.8% 23,980 $1.2M
US Bancorp \de 0.00% No change 22,226 $1.1M
Jane Street Group, LLC 0.00% Reduce -82.5% 20,818 $1.1M
American Financial Group Inc. 0.47% No change 19,500 $1.0M
Gilman Hill Asset Management, LLC 0.17% No change 18,674 $961K
Sigma Planning Corp 0.03% Reduce -37.9% 17,992 $926K
Simplex Trading, LLC 0.03% Reduce -25.1% 17,247 $887K
Focus Financial Network, Inc. 0.03% Add +2.8% 16,558 $852K
Baird Financial Group, Inc. 0.00% Reduce -9.4% 16,302 $839K
Gsa Capital Partners LLP 0.06% New 16,240 $835K
Avid Wealth Partners LLC 0.58% No change 15,834 $815K
McDonald Partners LLC 0.20% Add +0.0% 15,397 $792K
Linscomb Wealth, Inc. 0.04% No change 14,740 $758K
NorthCoast Asset Management LLC 0.00% No change 14,599 $751K
Moors & Cabot, Inc. 0.03% Add +4.4% 14,224 $732K
IFG Advisory, LLC 0.04% Reduce -1.4% 13,755 $708K
Spirit of America Management Corp. 0.14% Reduce -51.0% 13,500 $694K
Janney Montgomery Scott LLC 0.00% Reduce -0.9% 13,401 $689K
MML Investors Services, LLC 0.00% Add +115.8% 13,135 $676K
M&T Bank Corp 0.00% Reduce -3.8% 13,106 $674K
Quad-Cities Investment Group, LLC 0.33% Reduce -1.9% 13,006 $669K
Citadel Advisors 0.00% Add +1099.0% 12,805 $659K
Journey Strategic Wealth LLC 0.02% Reduce -2.2% 12,511 $644K

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

Show all 268 holders