Sunoco LPSUN
13F holders, Q3 2025 (September 30)272holders −7
23new positions
26sold out
1famous investor
$50.04avg. 13F price*
At the end of Q3 2025, 272 institutions reported holding Sunoco LP (SUN) in their 13F filings, down 7 from Q2 2025. 23 opened new positions and 26 sold out. The largest holders were Alps Advisors Inc. ($1.2B), Invesco Ltd. ($449.7M) and Goldman Sachs Group Inc. ($319.8M). One famous investor held it Leon Cooperman (2.5% of Omega Advisors (Leon Cooperman)'s portfolio).
- Company
- Sunoco LP
- CUSIP
- 86765K109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $6.9M |
| Exits | 26 | $8.9M |
All 13F filers, Q2 2025 → Q3 2025: 2,393,675 shares bought and 1,693,631 shares sold, net +700,044 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 272 holders
| Alps Advisors Inc. | 6.71% | Add +2.5% | 24,089,484 | $1.2B |
| Invesco Ltd. | 0.07% | Reduce -1.0% | 8,991,309 | $449.7M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -1.7% | 6,395,714 | $319.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.26% | Add +13.3% | 3,179,502 | $159.0M |
| Energy Income Partners, LLC | 1.85% | Add +1.7% | 1,916,858 | $95.9M |
| Blackstone Inc. | 0.40% | Add +4.9% | 1,883,976 | $94.2M |
| Omega Advisors (Leon Cooperman) | 2.53% | Add +10.2% | 1,620,000 | $81.0M |
| Tortoise Capital Advisors, L.L.C. | 0.94% | Add +3.7% | 1,456,902 | $72.9M |
| UBS Group AG | 0.01% | Reduce -10.5% | 1,030,006 | $51.5M |
| Morgan Stanley | 0.00% | Reduce -8.0% | 1,021,720 | $51.1M |
| Recurrent Investment Advisors LLC | 3.58% | Add +0.1% | 934,137 | $46.7M |
| Neuberger Berman Group LLC | 0.03% | Add +6.4% | 713,303 | $35.7M |
| Miller Howard Investments Inc. | 1.06% | Add +0.6% | 694,880 | $34.8M |
| Infrastructure Capital Advisors, LLC | 6.04% | Reduce -34.0% | 648,427 | $33.9M |
| Clearbridge Investments, LLC | 0.03% | No change | 662,929 | $33.2M |
| Fractal Investments LLC | 4.45% | No change | 616,542 | $30.8M |
| Bowen Hanes & Co. Inc. | 0.75% | No change | 600,000 | $30.0M |
| Barclays PLC | 0.01% | Add +33.7% | 593,970 | $29.7M |
| Adams Asset Advisors, LLC | 3.75% | No change | 571,547 | $28.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -42.5% | 443,616 | $22.2M |
| Raymond James Financial Inc. | 0.01% | Add +4.4% | 382,059 | $19.1M |
| FMR LLC | 0.00% | Add +1411.5% | 365,630 | $18.3M |
| Citigroup Inc. | 0.01% | Reduce -0.8% | 245,550 | $12.3M |
| Chickasaw Capital Management LLC | 0.47% | Add +58.2% | 228,429 | $11.4M |
| LPL Financial LLC | 0.00% | Add +3.0% | 196,329 | $9.8M |
| Royal Bank of Canada | 0.00% | Add +13.4% | 180,215 | $9.0M |
| HUB Investment Partners, LLC | 0.31% | Reduce -17.2% | 171,134 | $8.6M |
| Wells Fargo & Company | 0.00% | Reduce -0.5% | 160,554 | $8.0M |
| Hennessy Advisors Inc. | 0.27% | Reduce -7.4% | 154,500 | $7.7M |
| Kercheville Advisors, LLC | 2.33% | Add +0.0% | 154,082 | $7.7M |
| CIBC Private Wealth Group LLC | 0.01% | Add +12.5% | 142,055 | $7.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +2.8% | 132,394 | $6.6M |
| HRT Financial LP | 0.02% | Add +74.8% | 131,336 | $6.6M |
| Texas Yale Capital Corp. | 0.19% | Add +34.3% | 121,716 | $6.1M |
| Allianz Asset Management GmbH | 0.01% | Reduce -19.5% | 117,800 | $5.9M |
| Exchange Traded Concepts, LLC | 0.05% | Reduce -5.5% | 108,556 | $5.4M |
| Susquehanna International Group, LLP | 0.01% | Add +96.1% | 100,918 | $5.0M |
| Bank of America Corp. | 0.00% | Reduce -41.8% | 97,031 | $4.9M |
| Summit Financial, LLC | 0.07% | Reduce 0.0% | 93,180 | $4.7M |
| ING Groep NV | 0.03% | Reduce -49.1% | 93,100 | $4.7M |
| Duff & Phelps Investment Management Co. | 0.05% | Reduce -19.7% | 91,000 | $4.6M |
| Waverly Advisors, LLC | 0.04% | Reduce -2.6% | 75,655 | $3.8M |
| Waldron Private Wealth LLC | 0.14% | No change | 71,000 | $3.6M |
| Osaic Holdings, Inc. | 0.00% | Add +20.7% | 67,904 | $3.5M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -2.9% | 63,035 | $3.2M |
| First Trust Advisors LP | 0.00% | Add +23.8% | 56,661 | $2.8M |
| Advisors Asset Management, Inc. | 0.04% | Add +2.8% | 51,957 | $2.6M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Add +0.8% | 50,730 | $2.6M |
| Cetera Investment Advisers | 0.00% | Add +43.2% | 51,418 | $2.6M |
| Mariner, LLC | 0.00% | Add +3.3% | 51,177 | $2.6M |
| Sovereign Investment Advisors, LLC | 0.59% | No change | 43,522 | $2.2M |
| Barnett & Company, Inc. | 1.63% | Reduce -0.6% | 42,083 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.3% | 40,968 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Add +9.8% | 41,148 | $2.1M |
| Captrust Financial Advisors | 0.00% | Reduce -1.7% | 41,082 | $2.1M |
| Glenmede Investment Management, LP | 0.01% | Add +0.7% | 39,088 | $2.0M |
| IMC-Chicago, LLC | 0.03% | New | 38,251 | $1.9M |
| Gilman Hill Asset Management, LLC | 0.29% | Add +63.5% | 37,629 | $1.9M |
| Creative Planning | 0.00% | Add +1.9% | 37,347 | $1.9M |
| PARK CIRCLE Co | 1.58% | No change | 36,350 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.4% | 34,834 | $1.7M |
| Westwood Holdings Group Inc. | 0.01% | Add +18.3% | 34,335 | $1.7M |
| Finer Wealth Management, Inc. | 0.77% | Reduce -6.6% | 30,780 | $1.5M |
| Van Eck Associates Corp. | 0.00% | Reduce -10.4% | 30,255 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -6.0% | 30,240 | $1.5M |
| Empirical Asset Management, LLC | 0.39% | Reduce -0.3% | 28,405 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.3% | 28,255 | $1.4M |
| Castleark Management LLC | 0.04% | No change | 27,840 | $1.4M |
| ELCO Management Co., LLC | 0.73% | Add +6.3% | 27,830 | $1.4M |
| Zurich Insurance Group Ltd | 0.01% | No change | 27,200 | $1.4M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -2.8% | 26,582 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.1% | 26,412 | $1.3M |
| Lee Financial Co | 0.16% | Add +573.1% | 25,705 | $1.3M |
| Cascade Investment Group, Inc. | 0.80% | Reduce -2.4% | 24,275 | $1.2M |
| Truist Financial Corp. | 0.00% | New | 23,211 | $1.2M |
| Caprock Group, LLC | 0.03% | — | 21,530 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.9% | 22,409 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +0.1% | 21,164 | $1.1M |
| American Financial Group Inc. | 0.39% | Add +2.6% | 20,000 | $1.0M |
| Cresset Asset Management, LLC | 0.00% | Add +25.1% | 19,809 | $991K |
| Focus Financial Network, Inc. | 0.04% | Add +2.6% | 19,691 | $985K |
| Dividend Assets Capital, LLC | 0.17% | Reduce -11.3% | 19,488 | $975K |
| US Bancorp \de | 0.00% | Add +0.2% | 19,024 | $951K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -70.0% | 18,983 | $949K |
| Rockefeller Capital Management L.P. | 0.00% | Add +24.4% | 18,634 | $932K |
| BlackRock, Inc. | 0.00% | Reduce -0.0% | 16,923 | $846K |
| Cary Street Partners Financial LLC | 0.02% | Add +2.8% | 16,569 | $829K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.4% | 15,900 | $795K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.5% | 15,866 | $793K |
| Mgo One Seven LLC | 0.02% | Add +133.0% | 15,297 | $765K |
| McDonald Partners LLC | 0.23% | Reduce -1.9% | 15,206 | $760K |
| Corient Private Wealth LP | 0.00% | Add +14.3% | 15,005 | $750K |
| Linscomb Wealth, Inc. | 0.03% | No change | 14,740 | $737K |
| Sigma Planning Corp | 0.02% | Reduce -14.6% | 13,928 | $697K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -19.0% | 13,833 | $692K |
| Quad-Cities Investment Group, LLC | 0.29% | Add +0.3% | 13,618 | $681K |
| MML Investors Services, LLC | 0.00% | Reduce -4.5% | 13,358 | $668K |
| M&T Bank Corp | 0.00% | No change | 13,106 | $655K |
| Spirit of America Management Corp. | 0.13% | Reduce -3.7% | 13,000 | $650K |
| Bokf, NA | 0.01% | Reduce -0.9% | 12,183 | $609K |
"% of holder's portfolio" is SUN's weight in each manager's 13F, not the share of Sunoco LP the manager owns.