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
Avantax Advisory Services, Inc. 0.00% Add +9.5% 12,100 $622K
Orange Investment Advisors, Inc. 0.07% No change 12,030 $619K
Hilltop Holdings Inc. 0.04% Add +10.5% 11,892 $612K
Wedbush Securities Inc. 0.02% Add +8.7% 11,674 $600K
Baldwin Wealth Partners LLC 0.04% No change 11,360 $584K
Rockefeller Capital Management L.P. 0.00% Reduce -4.2% 11,290 $581K
International Assets Investment Management, LLC 0.05% Add +3.5% 11,044 $572K
Cresset Asset Management, LLC 0.00% Add +58.8% 11,097 $571K
Caprock Group, LLC 0.02% New 11,064 $569K
Brown Advisory Inc. 0.00% No change 10,973 $564K
XML Financial, LLC 0.05% Reduce -24.5% 10,848 $558K
M.E. Allison & Co., Inc. 0.60% — 10,545 $542K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -0.9% 10,537 $542K
Wealthcare Advisory Partners LLC 0.01% Add +15.4% 10,255 $528K
Greenland Capital Management LP 0.11% New 10,230 $526K
Quantum Portfolio Management LLC 0.28% Reduce -52.3% 10,130 $521K
IHT Wealth Management, LLC 0.02% Add +4.7% 10,075 $518K
Baker Avenue Asset Management, LP 0.02% No change 10,000 $514K
Uhlmann Price Securities, LLC 0.38% Reduce -2.9% 9,784 $503K
Tradition Wealth Management, LLC 0.04% Add +0.6% 9,731 $501K
Kingsview Wealth Management, LLC 0.01% Add +2.7% 9,464 $487K
Kayne Anderson Capital Advisors LP 0.01% No change 9,431 $485K
Financial Counselors Inc. 0.01% No change 9,356 $481K
PSI Advisors, LLC 0.14% Reduce -3.8% 9,201 $473K
Davidson Trust Co. 0.24% No change 9,000 $463K
Keybank National Association 0.00% No change 9,000 $463K
Stratos Wealth Partners, LTD. 0.01% Reduce -10.0% 8,972 $462K
Bokf, NA 0.01% No change 8,993 $461K
Arkadios Wealth Advisors 0.02% No change 8,676 $446K
EP Wealth Advisors, LLC 0.00% Reduce -39.9% 8,404 $432K
Cohen Capital Management, Inc. 0.07% No change 8,210 $422K
Capital Advisors Inc. 0.01% Add +58.8% 8,192 $421K
Good Life Advisors, LLC 0.03% Reduce -8.2% 8,007 $412K
Oxbow Advisors, LLC 0.05% No change 8,000 $412K
J.W. Cole Advisors, Inc. 0.02% New 7,938 $408K
Benjamin Edwards Inc. 0.01% No change 7,740 $398K
WealthPLAN Partners, LLC 0.06% Add +0.1% 7,557 $389K
Independent Advisor Alliance 0.01% Reduce -8.3% 7,502 $386K
Jaffetilchin Investment Partners, LLC 0.03% Add +37.5% 7,438 $383K
Strategic Advocates LLC 0.13% New 7,410 $381K
AE Wealth Management LLC 0.00% Reduce -77.4% 7,195 $370K
Tidal Investments LLC 0.00% Reduce -5.9% 7,148 $368K
United Advisor Group, LLC 0.07% Reduce -16.8% 7,128 $367K
Wolverine Trading, LLC 0.01% New 7,139 $364K
Steel Grove Capital Advisors, LLC 0.05% No change 7,038 $362K
Security National Bank of Sioux City Iowa 0.25% No change 7,000 $360K
Oppenheimer & Co. Inc. 0.01% Reduce -1.2% 6,865 $353K
Avidian Wealth Enterprises, LLC 0.02% Reduce -2.9% 6,840 $352K
PFG Investments, LLC 0.02% Add +0.6% 6,645 $342K
Barr E S & Co. 0.02% Reduce -13.3% 6,500 $334K
L.M. Kohn & Company 0.09% Add +3.2% 6,400 $329K
King Luther Capital Management Corp. 0.00% Reduce -1.4% 6,143 $316K
Cary Street Partners Investment Advisory LLC 0.21% No change 6,116 $315K
HighPoint Advisor Group LLC 0.02% Reduce -0.9% 5,534 $311K
Counterpoint Mutual Funds LLC 0.04% Add +31.6% 5,939 $306K
Mercer Global Advisors Inc. 0.00% Reduce -18.9% 5,871 $302K
Basso Capital Management, L.P. 0.25% No change 5,680 $292K
MAI Capital Management 0.00% Add +1.0% 5,427 $279K
Patriot Financial Group Insurance Agency, LLC 0.04% Add +0.8% 5,332 $274K
Carnegie Investment Counsel 0.01% Reduce -9.9% 5,205 $268K
Truist Financial Corp. 0.00% Reduce -4.4% 5,092 $262K
Wealth Enhancement Advisory Services, LLC 0.00% Add +13.5% 4,983 $256K
Atria Wealth Solutions, Inc. 0.00% New 4,977 $256K
Ameritas Advisory Services, LLC 0.01% Add +6.0% 4,940 $254K
Garrett Wealth Advisory Group, LLC 0.06% No change 4,933 $254K
Bridges Investment Management Inc. 0.00% No change 4,927 $253K
Mutual Advisors, LLC 0.01% No change 4,621 $253K
Willis Investment Counsel 0.02% No change 4,883 $251K
Crumly & Associates Inc. 0.07% Reduce -0.0% 4,711 $242K
Virtu Financial LLC 0.01% New 4,648 $239K
Citizens Financial Group Inc. 0.00% Add +1.6% 4,639 $239K
1900 Wealth Management LLC 0.02% Reduce -16.5% 4,626 $238K
Oppenheimer Asset Management Inc. 0.00% Reduce -1.1% 4,531 $233K
D.A. Davidson & Co. 0.00% Reduce -11.4% 4,531 $233K
Centennial Wealth Advisory LLC 0.09% Add +1.7% 4,522 $233K
Whitener Capital Management, Inc. 0.06% Reduce -5.5% 4,496 $231K
Liberty Capital Management, Inc. 0.05% No change 4,384 $226K
Virtus Investment Advisers, LLC 0.18% No change 4,380 $225K
Northern Trust Corp. 0.00% Reduce -6.2% 4,360 $224K
NFSG Corp 0.06% Add +6.2% 4,256 $219K
CWA Asset Management Group, LLC 0.01% Add +2.5% 4,216 $217K
Quadrant Private Wealth Management, LLC 0.05% No change 4,040 $208K
Kingswood Wealth Advisors, LLC 0.02% New 3,961 $204K
Townsquare Capital LLC 0.00% New 3,896 $200K
Corient Private Wealth LP 0.00% Reduce -1.2% 13,975 $175K
Wilmington Savings Fund Society, FSB 0.00% No change 3,080 $158K
Jones Financial Companies LLLP 0.00% Add +14.9% 3,022 $155K
Anchor Investment Management, LLC 0.01% No change 3,000 $154K
Salem Investment Counselors Inc. 0.00% No change 2,666 $137K
Venturi Wealth Management, LLC 0.01% Add +6891.7% 2,517 $129K
Kieckhefer Group LLC 0.08% — 2,500 $129K
IFP Advisors, Inc 0.00% Add +112.5% 2,446 $126K
NewEdge Advisors, LLC 0.00% Add +0.1% 2,170 $112K
Icon Wealth Advisors, LLC 0.01% No change 2,049 $105K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% No change 2,000 $103K
State of Wyoming 0.01% New 1,985 $102K
Resources Management Corp. /CT/ 0.01% Reduce -2.9% 1,980 $102K
Aventura Private Wealth, LLC 0.05% — 1,909 $98K
EverSource Wealth Advisors, LLC 0.01% No change 1,884 $97K
Allworth Financial LP 0.00% Add +90.6% 1,723 $95K
Farther Finance Advisors, LLC 0.00% No change 1,833 $94K
Huntington National Bank 0.00% Add +440.3% 1,783 $92K
Transce3nd, LLC 0.03% — 1,750 $90K
Cullen/Frost Bankers, Inc. 0.00% Add +3.8% 1,707 $88K
Global Retirement Partners, LLC 0.00% Add +93.3% 1,633 $84K
Caitlin John, LLC 0.05% Add +7.4% 1,488 $77K
Clearstead Advisors, LLC 0.00% No change 1,467 $75K
Front Row Advisors LLC 0.02% No change 1,350 $69K
Johnson Financial Group, Inc. 0.00% No change 1,200 $68K
Estabrook Capital Management 0.01% No change 1,250 $64K
Steward Partners Investment Advisory, LLC 0.00% Add +17.1% 1,245 $64K
HHM Wealth Advisors, LLC 0.01% No change 1,200 $62K
GPS Wealth Strategies Group, LLC 0.01% No change 1,094 $56K
Independence Bank of Kentucky 0.01% New 1,022 $53K
Northwestern Mutual Wealth Management Co. 0.00% Add +362.4% 971 $50K
Bessemer Group Inc. 0.00% No change 960 $49K
Key Financial Inc 0.01% Add +1.7% 943 $48K
CoreCap Advisors, LLC 0.00% Reduce -97.8% 925 $48K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 800 $41K
Compass Wealth Management LLC 0.01% No change 800 $41K
Russell Investments Group, Ltd. 0.00% Reduce -47.4% 796 $41K
Parkside Financial Bank & Trust 0.00% Reduce -10.2% 704 $36K
Richards, Merrill & Peterson, Inc. 0.02% — 700 $36K
Quent Capital, LLC 0.00% Reduce -33.1% 690 $35K
Parallel Advisors, LLC 0.00% Add +1.4% 652 $34K
Private Trust Co. NA 0.00% No change 650 $33K
Marshall & Sterling Wealth Advisors Inc. 0.02% — 602 $31K
Longfellow Investment Management Co. LLC 0.01% No change 574 $30K
CENTRAL TRUST Co 0.00% No change 560 $29K
Harbour Investments, Inc. 0.00% Reduce -27.7% 530 $27K
Principal Securities, Inc. 0.00% Reduce -27.8% 504 $26K
CNB Bank 0.01% No change 500 $26K
DHJJ Financial Advisors, Ltd. 0.01% No change 500 $26K
Avalon Trust Co 0.00% No change 500 $26K
Avior Wealth Management, LLC 0.00% No change 500 $26K
Park Square Financial Group, LLC 0.01% — 380 $20K
Bartlett & Co. Wealth Management LLC 0.00% No change 330 $17K
Cwm, LLC 0.00% Add +27900.0% 280 $14K
First Horizon Advisors, Inc. 0.00% No change 262 $13K
Caldwell Sutter Capital, Inc. 0.01% No change 261 $13K
Farmers & Merchants Investments Inc. 0.00% No change 257 $13K
Sunbelt Securities, Inc. 0.00% Reduce -78.6% 231 $12K
Geneos Wealth Management Inc. 0.00% Add +1.8% 226 $12K
Armstrong Advisory Group, Inc. 0.00% Add +2.0% 205 $11K
Coastline Trust Co 0.00% No change 180 $9K
Pineridge Advisors LLC 0.00% Add +1.8% 168 $9K
Boyd Watterson Asset Management LLC 0.00% No change 146 $8K
Glen Eagle Advisors, LLC 0.00% No change 143 $7K
Sachetta, LLC 0.00% No change 135 $7K
High Note Wealth, LLC 0.00% New 100 $5K
Studio Investment Management LLC 0.00% New 100 $5K
Tower Research Capital LLC (TRC) 0.00% Reduce -7.4% 100 $5K
Assetmark, Inc. 0.00% New 100 $5K
Eagle Bay Advisors LLC 0.00% Reduce -26.6% 94 $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
Wolff Wiese Magana LLC 0.00% No change 67 $3K
CoreFirst Bank & Trust 0.00% No change 45 $2K
Gables Capital Management Inc. 0.00% No change 40 $2K
Global Wealth Strategies & Associates 0.00% No change 33 $2K
Rudius Management LP 0.00% No change 33 $2K
Coppell Advisory Solutions LLC 0.00% New 33 $2K
ORG Partners LLC 0.00% Reduce -85.0% 24 $1K
Financial Network Wealth Advisors LLC 0.00% Reduce -88.7% 23 $1K
Sandy Spring Bank 0.00% Add +10.0% 11 $547
Hexagon Capital Partners LLC 0.00% No change 9 $463

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