Sunoco LPSUN
13F holders, Q1 2025 (March 31)290holders +22
43new positions
22sold out
2famous investors
$57.89avg. 13F price*
At the end of Q1 2025, 290 institutions reported holding Sunoco LP (SUN) in their 13F filings, up 22 from Q4 2024. 43 opened new positions and 22 sold out. The largest holders were Alps Advisors Inc. ($1.3B), Invesco Ltd. ($532.2M) and Goldman Sachs Group Inc. ($378.7M). 2 famous investors held it, including Leon Cooperman (0.7% of Omega Advisors (Leon Cooperman)'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $41.9M |
| Exits | 22 | $10.8M |
All 13F filers, Q4 2024 → Q1 2025: 5,064,388 shares bought and 4,069,829 shares sold, net +994,559 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 290 holders
| Alps Advisors Inc. | 7.79% | Add +12.3% | 23,132,625 | $1.3B |
| Invesco Ltd. | 0.10% | Add +3.4% | 9,165,717 | $532.2M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -3.1% | 6,523,354 | $378.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.37% | Add +14.2% | 2,978,209 | $172.9M |
| Energy Income Partners, LLC | 2.01% | Add +2.6% | 1,810,296 | $105.1M |
| Blackstone Inc. | 0.45% | Add +30.0% | 1,754,583 | $101.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -21.3% | 1,693,243 | $98.3M |
| Tortoise Capital Advisors, L.L.C. | 0.85% | Reduce -5.2% | 1,213,616 | $70.5M |
| Morgan Stanley | 0.00% | Reduce -32.1% | 1,163,693 | $67.6M |
| UBS Group AG | 0.01% | Reduce -2.1% | 1,025,036 | $59.5M |
| Recurrent Investment Advisors LLC | 4.59% | Add +5.0% | 932,862 | $54.2M |
| Miller Howard Investments Inc. | 1.27% | Add +15.5% | 687,244 | $39.9M |
| Clearbridge Investments, LLC | 0.03% | Reduce 0.0% | 685,429 | $39.8M |
| Neuberger Berman Group LLC | 0.03% | Add +29.4% | 644,512 | $37.4M |
| Bowen Hanes & Co. Inc. | 0.97% | No change | 600,000 | $34.8M |
| Adams Asset Advisors, LLC | 4.63% | Reduce -0.4% | 569,273 | $33.1M |
| Fractal Investments LLC | 4.46% | No change | 552,768 | $32.1M |
| Raymond James Financial Inc. | 0.01% | Add +0.6% | 346,963 | $20.1M |
| Allianz Asset Management GmbH | 0.03% | Add +59.5% | 304,500 | $17.7M |
| Omega Advisors (Leon Cooperman) | 0.66% | New | 285,000 | $16.5M |
| ING Groep NV | 0.11% | Reduce -46.3% | 276,000 | $16.0M |
| HUB Investment Partners, LLC | 0.48% | Reduce -4.2% | 206,842 | $12.0M |
| Wells Fargo & Company | 0.00% | Reduce -24.1% | 189,662 | $11.0M |
| LPL Financial LLC | 0.00% | Add +3.9% | 184,925 | $10.7M |
| Royal Bank of Canada | 0.00% | Add +6.4% | 159,128 | $9.2M |
| Bank of America Corp. | 0.00% | Reduce -36.8% | 158,973 | $9.2M |
| Kercheville Advisors, LLC | 3.65% | Add +0.0% | 154,078 | $8.9M |
| Chickasaw Capital Management LLC | 0.31% | Add +79.2% | 138,000 | $8.0M |
| Infrastructure Capital Advisors, LLC | 1.37% | Reduce -76.0% | 296,442 | $8.0M |
| Exchange Traded Concepts, LLC | 0.12% | Reduce -0.5% | 118,433 | $6.9M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -4.6% | 109,048 | $6.3M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -45.9% | 125,189 | $6.3M |
| Susquehanna Fundamental Investments, LLC | 0.10% | Add +34.2% | 99,688 | $5.8M |
| Stifel Financial Corp. | 0.01% | Add +47.6% | 94,984 | $5.5M |
| Summit Financial, LLC | 0.15% | Add +21.9% | 93,180 | $5.4M |
| Texas Yale Capital Corp. | 0.19% | Add +16.3% | 81,476 | $4.7M |
| First Trust Advisors LP | 0.00% | Reduce -4.0% | 79,897 | $4.6M |
| NBW Capital LLC | 0.96% | New | 74,578 | $4.3M |
| Waverly Advisors, LLC | 0.05% | New | 74,578 | $4.3M |
| Whittier Trust Co. of Nevada Inc. | 0.11% | Add +0.2% | 72,174 | $4.2M |
| Waldron Private Wealth LLC | 0.19% | No change | 71,000 | $4.1M |
| J.W. Cole Advisors, Inc. | 0.13% | Add +785.1% | 70,258 | $4.1M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -2.5% | 65,136 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Add +3.9% | 61,241 | $3.6M |
| Icon Advisers Inc. | 0.77% | Add +55.6% | 56,000 | $3.3M |
| Advisors Asset Management, Inc. | 0.05% | Add +3.4% | 49,523 | $2.9M |
| Glenmede Trust Co. NA | 0.01% | No change | 46,000 | $2.7M |
| Citigroup Inc. | 0.00% | Reduce -68.7% | 45,112 | $2.6M |
| BlackRock, Inc. | 0.00% | No change | 44,478 | $2.6M |
| HRT Financial LP | 0.02% | Add +4.1% | 44,256 | $2.6M |
| Barnett & Company, Inc. | 2.05% | Reduce -15.6% | 42,333 | $2.5M |
| Captrust Financial Advisors | 0.01% | Reduce -31.7% | 42,238 | $2.5M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -0.9% | 39,062 | $2.3M |
| Creative Planning | 0.00% | Add +40.7% | 36,601 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -30.1% | 36,551 | $2.1M |
| PARK CIRCLE Co | 1.88% | No change | 36,350 | $2.1M |
| Mariner, LLC | 0.00% | Reduce -9.5% | 36,112 | $2.1M |
| Natixis | 0.01% | No change | 35,160 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Add +2.0% | 34,678 | $2.0M |
| Cetera Investment Advisers | 0.00% | Reduce -0.3% | 33,486 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.0% | 32,603 | $1.9M |
| Finer Wealth Management, Inc. | 1.12% | Add +3.4% | 32,083 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.8% | 31,834 | $1.8M |
| Ellsworth Advisors, LLC | 0.48% | New | 31,342 | $1.8M |
| Aster Capital Management (DIFC) Ltd | 0.34% | New | 30,840 | $1.8M |
| Van Eck Associates Corp. | 0.00% | Reduce -2.1% | 29,501 | $1.7M |
| Empirical Asset Management, LLC | 0.56% | Reduce -0.7% | 28,505 | $1.7M |
| Castleark Management LLC | 0.06% | Reduce -42.2% | 27,840 | $1.6M |
| Zurich Insurance Group Ltd | 0.01% | New | 27,200 | $1.6M |
| ELCO Management Co., LLC | 0.84% | Reduce -25.0% | 26,090 | $1.5M |
| Crescent Grove Advisors, LLC | 0.16% | New | 25,805 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 25,719 | $1.5M |
| Westwood Holdings Group Inc. | 0.01% | Reduce -23.4% | 25,596 | $1.5M |
| Cascade Investment Group, Inc. | 1.14% | Reduce -2.3% | 25,475 | $1.5M |
| Dividend Assets Capital, LLC | 0.28% | Reduce -12.3% | 25,378 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.8% | 25,232 | $1.5M |
| US Bancorp \de | 0.00% | Reduce -2.7% | 21,619 | $1.3M |
| FMR LLC | 0.00% | Reduce -11.3% | 21,259 | $1.2M |
| Duff & Phelps Investment Management Co. | 0.01% | Reduce -82.2% | 19,869 | $1.2M |
| American Financial Group Inc. | 0.50% | No change | 19,500 | $1.1M |
| CW Advisors, LLC | 0.01% | New | 19,618 | $1.1M |
| Gilman Hill Asset Management, LLC | 0.19% | No change | 18,674 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +1.7% | 18,301 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -26.8% | 17,624 | $1.0M |
| Focus Financial Network, Inc. | 0.04% | Add +4.8% | 17,353 | $1.0M |
| Baird Financial Group, Inc. | 0.00% | Add +2.0% | 16,622 | $965K |
| Cary Street Partners Financial LLC | 0.03% | New | 16,119 | $936K |
| Avid Wealth Partners LLC | 0.62% | No change | 15,834 | $919K |
| McDonald Partners LLC | 0.23% | Add +0.7% | 15,502 | $900K |
| MML Investors Services, LLC | 0.00% | Add +17.7% | 15,456 | $897K |
| Moors & Cabot, Inc. | 0.05% | Add +8.4% | 15,424 | $896K |
| Linscomb Wealth, Inc. | 0.04% | No change | 14,740 | $856K |
| Janney Montgomery Scott LLC | 0.00% | Add +7.8% | 14,447 | $839K |
| Susquehanna International Group, LLP | 0.00% | Reduce -93.3% | 14,339 | $833K |
| IFG Advisory, LLC | 0.04% | No change | 13,755 | $799K |
| Spirit of America Management Corp. | 0.16% | No change | 13,500 | $784K |
| Rockefeller Capital Management L.P. | 0.00% | Add +17.3% | 13,237 | $769K |
| M&T Bank Corp | 0.00% | No change | 13,106 | $761K |
| Quad-Cities Investment Group, LLC | 0.37% | Add +0.3% | 13,041 | $757K |
| Avantax Advisory Services, Inc. | 0.00% | Add +6.7% | 12,912 | $750K |
"% of holder's portfolio" is SUN's weight in each manager's 13F, not the share of Sunoco LP the manager owns.