Sunoco LPSUN

13F holders, Q2 2025 (June 30)
279holders −11
23new positions
34sold out
1famous investor
$53.59avg. 13F price*

At the end of Q2 2025, 279 institutions reported holding Sunoco LP (SUN) in their 13F filings, down 11 from Q1 2025. 23 opened new positions and 34 sold out. The largest holders were Alps Advisors Inc. ($1.3B), Invesco Ltd. ($486.6M) and Goldman Sachs Group Inc. ($348.6M). One famous investor held it Leon Cooperman (2.8% of Omega Advisors (Leon Cooperman)'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions23$15.5M
Exits34$11.6M

All 13F filers, Q1 2025 → Q2 2025: 4,114,091 shares bought and 2,078,619 shares sold, net +2,035,472 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 279 holders

Alps Advisors Inc. 7.26% Add +1.5% 23,489,829 $1.3B
Invesco Ltd. 0.08% Reduce -0.9% 9,080,481 $486.6M
Goldman Sachs Group Inc. 0.06% Reduce -0.3% 6,504,694 $348.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.29% Reduce -5.8% 2,805,106 $150.3M
Energy Income Partners, LLC 1.98% Add +4.1% 1,883,992 $101.0M
Blackstone Inc. 0.43% Add +2.4% 1,796,281 $96.3M
Omega Advisors (Leon Cooperman) 2.77% Add +415.8% 1,470,000 $78.8M
Tortoise Capital Advisors, L.L.C. 0.98% Add +15.8% 1,404,738 $75.3M
UBS Group AG 0.01% Add +12.3% 1,151,153 $61.7M
Morgan Stanley 0.00% Reduce -4.6% 1,110,476 $59.5M
Infrastructure Capital Advisors, LLC 8.64% Add +231.5% 982,653 $52.7M
Recurrent Investment Advisors LLC 4.05% Add +0.1% 933,586 $50.0M
JPMorgan Chase & Co. 0.00% Reduce -54.4% 771,976 $41.4M
Miller Howard Investments Inc. 1.17% Add +0.6% 691,096 $37.0M
Neuberger Berman Group LLC 0.03% Add +4.0% 670,269 $35.9M
Clearbridge Investments, LLC 0.03% Reduce -3.3% 662,929 $35.5M
Fractal Investments LLC 4.71% Add +11.5% 616,542 $33.0M
Bowen Hanes & Co. Inc. 0.81% No change 600,000 $32.2M
Adams Asset Advisors, LLC 4.38% Add +0.4% 571,547 $30.6M
Barclays PLC 0.01% Add +35410.6% 444,238 $23.8M
Raymond James Financial Inc. 0.01% Add +5.5% 365,953 $19.6M
Citigroup Inc. 0.01% Add +448.4% 247,417 $13.3M
HUB Investment Partners, LLC 0.39% Reduce -0.1% 206,606 $11.1M
LPL Financial LLC 0.00% Add +3.1% 190,659 $10.2M
ING Groep NV 0.06% Reduce -33.7% 183,100 $9.8M
Bank of America Corp. 0.00% Add +4.9% 166,822 $8.9M
Hennessy Advisors Inc. 0.30% New 166,800 $8.9M
Wells Fargo & Company 0.00% Reduce -14.9% 161,332 $8.6M
Royal Bank of Canada 0.00% Reduce -0.1% 158,961 $8.5M
Kercheville Advisors, LLC 2.85% Add +0.0% 154,080 $8.3M
Allianz Asset Management GmbH 0.01% Reduce -52.0% 146,300 $7.8M
Chickasaw Capital Management LLC 0.31% Add +4.7% 144,429 $7.7M
Sanctuary Advisors, LLC 0.04% Add +18.1% 128,786 $6.9M
CIBC Private Wealth Group LLC 0.01% Add +0.8% 126,245 $6.8M
Exchange Traded Concepts, LLC 0.08% Reduce -3.0% 114,820 $6.2M
Duff & Phelps Investment Management Co. 0.07% Add +470.1% 113,263 $6.1M
Summit Financial, LLC 0.11% Add +0.0% 93,181 $5.0M
Texas Yale Capital Corp. 0.16% Add +11.3% 90,666 $4.9M
Waverly Advisors, LLC 0.05% Add +4.2% 77,701 $4.2M
NBW Capital LLC 0.88% Add +1.9% 76,009 $4.1M
HRT Financial LP 0.02% Add +69.8% 75,133 $4.0M
Waldron Private Wealth LLC 0.17% No change 71,000 $3.8M
J.W. Cole Advisors, Inc. 0.07% Reduce -7.7% 64,881 $3.5M
Kestra Advisory Services, LLC 0.02% Reduce -2.8% 63,302 $3.4M
Osaic Holdings, Inc. 0.01% Reduce -8.2% 56,245 $3.0M
Susquehanna International Group, LLP 0.00% Add +258.9% 51,467 $2.8M
Advisors Asset Management, Inc. 0.05% Add +2.0% 50,528 $2.7M
Whittier Trust Co. of Nevada Inc. 0.06% Reduce -30.2% 50,351 $2.7M
Mariner, LLC 0.00% Add +37.1% 49,524 $2.7M
Jane Street Group, LLC 0.00% Add +672.4% 46,783 $2.5M
First Trust Advisors LP 0.00% Reduce -42.7% 45,761 $2.5M
Sovereign Investment Advisors, LLC 0.64% New 43,522 $2.3M
Crescent Grove Advisors, LLC 0.23% Add +68.3% 43,419 $2.3M
Barnett & Company, Inc. 1.78% No change 42,333 $2.3M
Wealth Enhancement Advisory Services, LLC 0.00% Add +681.1% 41,101 $2.3M
Captrust Financial Advisors 0.01% Reduce -1.1% 41,789 $2.2M
Glenmede Investment Management, LP 0.01% — 38,800 $2.1M
Ameriprise Financial Inc. 0.00% Add +8.1% 37,488 $2.0M
Creative Planning 0.00% Add +0.1% 36,641 $2.0M
PARK CIRCLE Co 1.67% No change 36,350 $1.9M
Cetera Investment Advisers 0.00% Add +7.2% 35,902 $1.9M
Susquehanna Fundamental Investments, LLC 0.05% Reduce -64.5% 35,402 $1.9M
Ellsworth Advisors, LLC 0.45% Add +10.3% 34,565 $1.9M
Commonwealth Equity Services, LLC 0.00% Add +6.0% 33,750 $1.8M
Van Eck Associates Corp. 0.00% Add +14.4% 33,757 $1.8M
Finer Wealth Management, Inc. 0.94% Add +2.7% 32,942 $1.8M
Stifel Financial Corp. 0.00% Reduce -66.1% 32,159 $1.7M
Envestnet Asset Management Inc. 0.00% Reduce -4.1% 31,266 $1.7M
Westwood Holdings Group Inc. 0.01% Add +13.4% 29,030 $1.6M
Empirical Asset Management, LLC 0.47% No change 28,505 $1.5M
Castleark Management LLC 0.04% No change 27,840 $1.5M
Apollon Wealth Management, LLC 0.03% Reduce -30.0% 27,349 $1.5M
Zurich Insurance Group Ltd 0.01% No change 27,200 $1.5M
ELCO Management Co., LLC 0.74% Add +0.4% 26,185 $1.4M
Cascade Investment Group, Inc. 0.93% Reduce -2.4% 24,875 $1.3M
HighTower Advisors, LLC 0.00% Reduce -4.4% 24,587 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.2% 24,423 $1.3M
FMR LLC 0.00% Add +13.8% 24,189 $1.3M
Gilman Hill Asset Management, LLC 0.20% Add +23.2% 23,009 $1.2M
Dividend Assets Capital, LLC 0.21% Reduce -13.4% 21,978 $1.2M
Private Advisor Group, LLC 0.01% Reduce -42.1% 21,154 $1.1M
CW Advisors, LLC 0.01% Reduce -0.5% 19,522 $1.0M
American Financial Group Inc. 0.40% No change 19,500 $1.0M
Focus Financial Network, Inc. 0.04% Add +10.6% 19,200 $1.0M
US Bancorp \de 0.00% Reduce -12.2% 18,984 $1.0M
PNC Financial Services Group, Inc. 0.00% Add +0.7% 17,755 $951K
Janney Montgomery Scott LLC 0.00% Add +18.3% 17,086 $916K
BlackRock, Inc. 0.00% Reduce -62.0% 16,924 $907K
Sigma Planning Corp 0.03% Reduce -10.9% 16,306 $874K
Baird Financial Group, Inc. 0.00% Reduce -2.1% 16,266 $872K
Cary Street Partners Financial LLC 0.02% No change 16,119 $864K
Cresset Asset Management, LLC 0.00% Add +285.5% 15,840 $849K
McDonald Partners LLC 0.20% Add +0.0% 15,506 $831K
Moors & Cabot, Inc. 0.04% No change 15,424 $827K
Natixis 0.00% Reduce -57.0% 15,100 $809K
Rockefeller Capital Management L.P. 0.00% Add +13.1% 14,976 $803K
Linscomb Wealth, Inc. 0.04% No change 14,740 $790K
MML Investors Services, LLC 0.00% Reduce -9.5% 13,988 $750K
IFG Advisory, LLC 0.04% No change 13,755 $737K
Quad-Cities Investment Group, LLC 0.33% Add +4.1% 13,577 $728K

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

Show all 279 holders