Sunoco LPSUN

13F holders, Q4 2025 (December 31)
274holders +2
20new positions
22sold out
1famous investor
$52.42avg. 13F price*

At the end of Q4 2025, 274 institutions reported holding Sunoco LP (SUN) in their 13F filings, up 2 from Q3 2025. 20 opened new positions and 22 sold out. The largest holders were Alps Advisors Inc. ($1.3B), Invesco Ltd. ($463.7M) and Goldman Sachs Group Inc. ($307.2M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions20$14.8M
Exits22$49.8M

All 13F filers, Q3 2025 → Q4 2025: 5,276,113 shares bought and 3,180,628 shares sold, net +2,095,485 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 274 holders

Alps Advisors Inc. 7.59% Add +3.2% 24,856,265 $1.3B
Invesco Ltd. 0.04% Reduce -1.6% 8,846,679 $463.7M
Goldman Sachs Group Inc. 0.04% Reduce -8.3% 5,861,688 $307.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.24% Reduce -3.1% 3,081,035 $161.5M
Blackstone Inc. 0.56% Add +29.2% 2,434,594 $127.6M
Energy Income Partners, LLC 1.86% Add +2.0% 1,955,895 $102.5M
FMR LLC 0.01% Add +405.5% 1,848,337 $96.9M
Morgan Stanley 0.01% Add +60.5% 1,639,420 $85.9M
JPMorgan Chase & Co. 0.01% Add +266.6% 1,626,278 $85.2M
Omega Advisors (Leon Cooperman) 2.82% No change 1,620,000 $84.9M
UBS Group AG 0.01% Reduce -6.1% 966,882 $50.7M
Tortoise Capital Advisors, L.L.C. 0.53% Reduce -45.0% 800,665 $42.0M
Infrastructure Capital Advisors, LLC 6.27% Add +11.9% 725,366 $38.0M
Miller Howard Investments Inc. 1.09% Reduce -0.8% 689,269 $36.1M
Recurrent Investment Advisors LLC 2.63% Reduce -27.4% 678,623 $35.6M
Fractal Investments LLC 4.51% No change 616,542 $32.3M
Bowen Hanes & Co. Inc. 0.79% No change 600,000 $31.4M
Neuberger Berman Group LLC 0.02% Reduce -17.6% 588,129 $30.8M
Barclays PLC 0.01% Reduce -2.0% 582,140 $30.5M
Adams Asset Advisors, LLC 4.00% No change 571,547 $30.0M
Raymond James Financial Inc. 0.01% Add +0.1% 382,521 $20.0M
Chickasaw Capital Management LLC 0.49% Reduce -0.5% 227,298 $11.9M
Citigroup Inc. 0.01% Reduce -15.8% 206,856 $10.8M
Wells Fargo & Company 0.00% Add +25.4% 201,360 $10.6M
LPL Financial LLC 0.00% Reduce -8.8% 179,123 $9.4M
Royal Bank of Canada 0.00% Reduce -1.4% 177,668 $9.3M
HUB Investment Partners, LLC 0.24% Reduce -0.5% 170,371 $8.9M
Kercheville Advisors, LLC 2.30% Add +0.0% 154,083 $8.8M
Bank of America Corp. 0.00% Add +59.8% 155,020 $8.1M
Hennessy Advisors Inc. 0.27% Reduce -6.1% 145,100 $7.6M
CIBC Private Wealth Group LLC 0.01% Add +0.1% 142,135 $7.4M
Texas Yale Capital Corp. 0.21% Add +7.4% 130,696 $6.8M
Sanctuary Advisors, LLC 0.04% Reduce -2.3% 129,310 $6.8M
Exchange Traded Concepts, LLC 0.06% Add +16.7% 126,679 $6.6M
Waverly Advisors, LLC 0.05% Add +65.8% 125,451 $6.6M
Allianz Asset Management GmbH 0.01% No change 117,800 $6.2M
Susquehanna International Group, LLP 0.01% Add +13.6% 114,594 $6.0M
Susquehanna Portfolio Strategies, LLC 0.08% New 100,364 $5.3M
Summit Financial, LLC 0.07% Add +0.0% 93,206 $4.9M
Waldron Private Wealth LLC 0.15% No change 71,000 $3.7M
J.W. Cole Advisors, Inc. 0.08% Reduce -2.7% 61,326 $3.2M
BNP Paribas Financial Markets 0.00% New 57,642 $3.0M
First Trust Advisors LP 0.00% Reduce -0.4% 56,418 $3.0M
Cetera Investment Advisers 0.00% Add +5.7% 54,349 $2.8M
Advisors Asset Management, Inc. 0.05% Add +4.5% 54,322 $2.8M
Whittier Trust Co. of Nevada Inc. 0.06% No change 50,730 $2.7M
Envestnet Asset Management Inc. 0.00% Add +38.0% 48,088 $2.5M
Mariner, LLC 0.00% Reduce -6.5% 47,852 $2.5M
Osaic Holdings, Inc. 0.00% Reduce -29.7% 47,744 $2.5M
IMC-Chicago, LLC 0.04% Add +19.8% 45,818 $2.4M
Sovereign Investment Advisors, LLC 0.54% Reduce -4.9% 41,400 $2.2M
Ameriprise Financial Inc. 0.00% Add +0.4% 41,330 $2.2M
Captrust Financial Advisors 0.00% Reduce -1.9% 40,309 $2.1M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -2.8% 39,841 $2.1M
Barnett & Company, Inc. 1.67% Reduce -5.9% 39,583 $2.1M
Glenmede Trust Co. NA 0.01% — 38,800 $2.0M
Gilman Hill Asset Management, LLC 0.32% Add +2.8% 38,674 $2.0M
Creative Planning 0.00% Add +2.5% 38,262 $2.0M
PARK CIRCLE Co 1.72% No change 36,350 $1.9M
TIG Advisors, LLC 0.09% New 35,100 $1.8M
HRT Financial LP 0.01% Reduce -75.3% 32,508 $1.7M
Van Eck Associates Corp. 0.00% Add +4.3% 31,545 $1.7M
MidFirst Bank 0.13% — 30,500 $1.6M
Stifel Financial Corp. 0.00% Reduce -0.5% 30,078 $1.6M
Commonwealth Equity Services, LLC 0.00% Add +4.5% 29,521 $1.5M
Empirical Asset Management, LLC 0.42% No change 28,405 $1.5M
ELCO Management Co., LLC 0.92% Reduce -0.2% 27,780 $1.5M
Cresset Asset Management, LLC 0.01% Add +39.0% 27,525 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% Add +4.0% 27,469 $1.4M
Zurich Insurance Group Ltd 0.01% No change 27,200 $1.4M
Apollon Wealth Management, LLC 0.02% Reduce -4.3% 25,444 $1.3M
Rockefeller Capital Management L.P. 0.00% Add +36.1% 25,356 $1.3M
Truist Financial Corp. 0.00% Add +1.8% 23,623 $1.2M
Cascade Investment Group, Inc. 0.80% Reduce -6.2% 22,780 $1.2M
Bank of Montreal 0.00% New 21,422 $1.1M
Private Advisor Group, LLC 0.01% No change 21,164 $1.1M
Dividend Assets Capital, LLC 0.21% Add +6.5% 20,763 $1.1M
HighTower Advisors, LLC 0.00% Reduce -8.2% 20,571 $1.1M
American Financial Group Inc. 0.39% No change 20,000 $1.0M
US Bancorp \de 0.00% Reduce -0.2% 18,984 $995K
Focus Financial Network, Inc. 0.03% Reduce -4.6% 18,790 $985K
Kestra Advisory Services, LLC 0.00% Reduce -6.3% 17,795 $933K
BlackRock, Inc. 0.00% Add +0.8% 17,057 $894K
Focus Partners Wealth 0.00% New 16,911 $886K
Cary Street Partners Financial LLC 0.02% No change 16,569 $868K
PNC Financial Services Group, Inc. 0.00% Add +2.8% 16,350 $857K
EP Wealth Advisors, LLC 0.00% — 15,910 $834K
Baird Financial Group, Inc. 0.00% Reduce -0.1% 15,848 $831K
McDonald Partners LLC 0.25% Add +0.6% 15,300 $802K
Simplex Trading, LLC 0.02% New 15,199 $797K
Linscomb Wealth, Inc. 0.03% No change 14,740 $773K
Castleark Management LLC 0.02% Reduce -48.1% 14,450 $757K
Caprock Group, LLC 0.02% Reduce -33.0% 14,426 $756K
Mgo One Seven LLC 0.02% Reduce -6.3% 14,333 $751K
Quad-Cities Investment Group, LLC 0.31% Add +4.0% 14,159 $742K
M&T Bank Corp 0.00% No change 13,106 $687K
Janney Montgomery Scott LLC 0.00% Reduce -6.0% 13,000 $681K
Sigma Planning Corp 0.02% Reduce -6.9% 12,972 $680K
Bokf, NA 0.01% No change 12,183 $639K
M.E. Allison & Co., Inc. 0.42% No change 11,745 $616K

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

Show all 274 holders