Sunoco LPSUN
13F holders, Q1 2026 (March 31)295holders +21
43new positions
17sold out
1famous investor
$65.00avg. 13F price*
At the end of Q1 2026, 295 institutions reported holding Sunoco LP (SUN) in their 13F filings, up 21 from Q4 2025. 43 opened new positions and 17 sold out. The largest holders were Alps Advisors Inc. ($1.6B), Invesco Ltd. ($575.5M) and Goldman Sachs Group Inc. ($359.2M). One famous investor held it Leon Cooperman (3.5% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $41.4M |
| Exits | 17 | $5.9M |
All 13F filers, Q4 2025 → Q1 2026: 4,279,689 shares bought and 3,175,467 shares sold, net +1,104,222 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 295 holders
| Alps Advisors Inc. | 7.54% | Reduce -0.7% | 24,671,391 | $1.6B |
| Invesco Ltd. | 0.06% | Add +0.1% | 8,857,392 | $575.5M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -5.7% | 5,528,643 | $359.2M |
| FMR LLC | 0.01% | Add +96.8% | 3,637,014 | $236.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.29% | Add +4.7% | 3,226,334 | $209.6M |
| Energy Income Partners, LLC | 1.99% | Reduce -2.8% | 1,901,251 | $123.5M |
| Omega Advisors (Leon Cooperman) | 3.45% | No change | 1,620,000 | $105.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -7.5% | 1,504,690 | $99.8M |
| Morgan Stanley | 0.00% | Reduce -32.2% | 1,111,826 | $72.2M |
| Recurrent Investment Advisors LLC | 4.02% | Add +51.5% | 1,027,877 | $66.8M |
| Infrastructure Capital Advisors, LLC | 8.98% | Add +34.1% | 972,935 | $63.2M |
| UBS Group AG | 0.01% | Reduce -0.7% | 959,732 | $62.4M |
| Blackstone Inc. | 0.24% | Reduce -63.3% | 894,358 | $58.1M |
| Miller Howard Investments Inc. | 1.45% | Add +18.4% | 816,233 | $53.0M |
| Tortoise Capital Advisors, L.L.C. | 0.55% | Add +1.9% | 815,498 | $53.0M |
| Barclays PLC | 0.02% | Add +36.5% | 794,590 | $51.6M |
| Fractal Investments LLC | 4.74% | No change | 616,542 | $40.1M |
| Bowen Hanes & Co. Inc. | 0.95% | No change | 600,000 | $39.0M |
| Neuberger Berman Group LLC | 0.03% | Reduce -2.0% | 576,447 | $37.5M |
| Adams Asset Advisors, LLC | 4.23% | Reduce -1.0% | 565,822 | $36.8M |
| Raymond James Financial Inc. | 0.01% | Add +0.3% | 383,853 | $24.9M |
| Allianz Asset Management GmbH | 0.02% | Add +178.7% | 328,315 | $21.3M |
| Citigroup Inc. | 0.01% | Add +15.3% | 238,569 | $15.5M |
| Wells Fargo & Company | 0.00% | Add +10.9% | 223,259 | $14.5M |
| Bank of America Corp. | 0.00% | Add +32.0% | 204,609 | $13.3M |
| Chickasaw Capital Management LLC | 0.47% | Reduce -10.7% | 203,093 | $13.2M |
| Royal Bank of Canada | 0.00% | Add +7.2% | 190,474 | $12.4M |
| LPL Financial LLC | 0.00% | Reduce -1.1% | 177,210 | $11.5M |
| ING Groep NV | 0.07% | New | 164,000 | $10.7M |
| Sanctuary Advisors, LLC | 0.05% | Add +19.6% | 154,713 | $10.1M |
| Kercheville Advisors, LLC | 3.20% | Add +0.0% | 154,085 | $10.0M |
| HUB Investment Partners, LLC | 0.23% | Reduce -15.3% | 144,370 | $9.4M |
| CIBC Bancorp USA Inc. | 0.01% | — | 141,443 | $9.2M |
| Hennessy Advisors Inc. | 0.33% | Reduce -3.4% | 140,200 | $9.1M |
| Beacon Pointe Advisors, LLC | 0.05% | New | 138,519 | $9.0M |
| Texas Yale Capital Corp. | 0.25% | Add +1.9% | 133,146 | $8.7M |
| Waverly Advisors, LLC | 0.06% | Add +5.3% | 132,058 | $8.6M |
| Exchange Traded Concepts, LLC | 0.06% | Reduce -4.8% | 120,598 | $7.8M |
| BNP Paribas Financial Markets | 0.01% | Add +100.8% | 115,729 | $7.5M |
| Susquehanna Portfolio Strategies, LLC | 0.09% | Reduce -11.7% | 88,626 | $5.8M |
| Summit Financial, LLC | 0.07% | Reduce -12.5% | 81,531 | $5.3M |
| Corigliano Investment Advisers, LLC | 1.96% | New | 77,400 | $5.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +53.2% | 73,672 | $4.8M |
| HRT Financial LP | 0.01% | Add +121.3% | 71,950 | $4.7M |
| Waldron Private Wealth LLC | 0.18% | No change | 71,000 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -39.3% | 69,604 | $4.5M |
| Jane Street Group, LLC | 0.00% | New | 67,269 | $4.4M |
| Cetera Investment Advisers | 0.00% | Add +15.1% | 62,560 | $4.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +250.4% | 62,358 | $4.1M |
| J.W. Cole Advisors, Inc. | 0.13% | Reduce -1.4% | 60,483 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Add +26.4% | 60,370 | $3.9M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.59% | Add +7000.0% | 56,800 | $3.7M |
| Advisors Asset Management, Inc. | 0.06% | Add +3.2% | 56,075 | $3.6M |
| Van Eck Associates Corp. | 0.00% | Add +68.7% | 53,224 | $3.5M |
| Mariner, LLC | 0.00% | Add +8.2% | 51,790 | $3.4M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | No change | 50,730 | $3.3M |
| Gilman Hill Asset Management, LLC | 0.48% | Add +25.6% | 48,559 | $3.2M |
| Cresset Asset Management, LLC | 0.01% | Add +71.3% | 47,140 | $3.1M |
| Captrust Financial Advisors | 0.01% | Add +10.1% | 44,360 | $2.9M |
| Sovereign Investment Advisors, LLC | 0.60% | Add +5.1% | 43,522 | $2.8M |
| First Trust Advisors LP | 0.00% | Reduce -28.2% | 40,503 | $2.6M |
| Barnett & Company, Inc. | 2.00% | No change | 39,583 | $2.6M |
| PARK CIRCLE Co | 2.24% | No change | 36,350 | $2.4M |
| Creative Planning | 0.00% | Reduce -5.0% | 36,334 | $2.4M |
| Linscomb Wealth, Inc. | 0.10% | Add +137.8% | 35,058 | $2.3M |
| Glenmede Trust Co. NA | 0.01% | Reduce -9.8% | 35,000 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.3% | 34,610 | $2.2M |
| Westwood Holdings Group Inc. | 0.02% | New | 34,335 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.2% | 31,651 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +1.9% | 30,652 | $2.0M |
| MidFirst Bank | 0.16% | No change | 30,500 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +14.3% | 28,970 | $1.9M |
| Truist Financial Corp. | 0.00% | Add +20.6% | 28,501 | $1.9M |
| Empirical Asset Management, LLC | 0.48% | Reduce -1.4% | 28,020 | $1.8M |
| Zurich Insurance Group Ltd | 0.01% | No change | 27,200 | $1.8M |
| ELCO Management Co., LLC | 0.84% | Reduce -2.5% | 27,094 | $1.8M |
| Crescent Grove Advisors, LLC | 0.17% | New | 26,869 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.5% | 26,238 | $1.7M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -12.6% | 22,231 | $1.4M |
| Cascade Investment Group, Inc. | 0.94% | Reduce -4.0% | 21,880 | $1.4M |
| Dividend Assets Capital, LLC | 0.28% | Add +3.1% | 21,412 | $1.4M |
| Private Advisor Group, LLC | 0.01% | No change | 21,164 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +2.2% | 21,024 | $1.4M |
| American Financial Group Inc. | 0.48% | No change | 20,000 | $1.3M |
| US Bancorp \de | 0.00% | Reduce -0.5% | 18,884 | $1.2M |
| BlackRock, Inc. | 0.00% | Add +0.5% | 17,140 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Add +75.6% | 17,071 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.4% | 16,899 | $1.1M |
| Focus Financial Network, Inc. | 0.04% | Reduce -10.2% | 16,875 | $1.1M |
| Focus Partners Wealth | 0.00% | Reduce -0.6% | 16,813 | $1.1M |
| Cary Street Partners Financial LLC | 0.03% | No change | 16,569 | $1.1M |
| McDonald Partners LLC | 0.23% | Reduce -1.3% | 15,100 | $981K |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.9% | 15,068 | $979K |
| Mgo One Seven LLC | 0.02% | Add +2.3% | 14,664 | $953K |
| Castleark Management LLC | 0.03% | No change | 14,450 | $939K |
| Quad-Cities Investment Group, LLC | 0.37% | Add +0.3% | 14,195 | $922K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -64.7% | 14,050 | $910K |
| Caprock Group, LLC | 0.02% | Reduce -8.0% | 13,276 | $863K |
| M&T Bank Corp | 0.00% | No change | 13,106 | $851K |
| Sigma Planning Corp | 0.02% | Reduce -0.6% | 12,893 | $838K |
"% of holder's portfolio" is SUN's weight in each manager's 13F, not the share of Sunoco LP the manager owns.