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 |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.1% | 12,462 | $810K |
| Bokf, NA | 0.01% | No change | 12,183 | $792K |
| M.E. Allison & Co., Inc. | 0.51% | No change | 11,745 | $763K |
| Moors & Cabot, Inc. | 0.03% | Reduce -0.5% | 11,568 | $752K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +101.6% | 11,458 | $744K |
| IMC-Chicago, LLC | 0.01% | Reduce -75.5% | 11,243 | $730K |
| IHT Wealth Management, LLC | 0.02% | Add +5.4% | 11,177 | $726K |
| Oxbow Advisors, LLC | 0.06% | Add +4.5% | 11,075 | $720K |
| NewEdge Advisors, LLC | 0.00% | Add +44.0% | 10,986 | $714K |
| International Assets Investment Management, LLC | 0.05% | Reduce -0.6% | 11,069 | $709K |
| Larson Financial Group LLC | 0.02% | Add +394.2% | 10,911 | $709K |
| Jones Financial Companies LLLP | 0.00% | Add +17.0% | 9,912 | $664K |
| Bank of New York Mellon Corp | 0.00% | Add +68.7% | 10,026 | $651K |
| Tradition Wealth Management, LLC | 0.05% | Add +0.6% | 10,019 | $651K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +3.2% | 9,719 | $645K |
| Brown Advisory Inc. | 0.00% | Reduce -10.0% | 9,879 | $642K |
| Baldwin Wealth Partners LLC | 0.05% | No change | 9,860 | $641K |
| World Investment Advisors | 0.01% | Add +12.1% | 9,600 | $624K |
| &partners | 0.00% | Add +17.2% | 9,597 | $624K |
| Quantinno Capital Management LP | 0.00% | Reduce -10.9% | 9,491 | $617K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.4% | 9,407 | $611K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -17.7% | 9,102 | $591K |
| Davidson Trust Co. | 0.25% | No change | 9,000 | $585K |
| PSI Advisors, LLC | 0.14% | Reduce -1.0% | 8,801 | $572K |
| Cypress Capital Group | 0.06% | No change | 8,620 | $560K |
| Gsa Capital Partners LLP | 0.03% | New | 8,525 | $554K |
| Spirit of America Management Corp. | 0.11% | No change | 8,500 | $552K |
| Midwest Trust Co | 0.01% | Add +11.7% | 8,482 | $551K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -16.5% | 8,401 | $546K |
| Sfmg, LLC | 0.04% | Add +1.2% | 8,300 | $539K |
| MML Investors Services, LLC | 0.00% | Reduce -21.4% | 8,223 | $534K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -10.7% | 8,211 | $533K |
| Cohen Capital Management, Inc. | 0.08% | No change | 8,210 | $533K |
| IFG Advisory, LLC | 1.52% | Add +45.8% | 8,160 | $530K |
| United Advisor Group, LLC | 0.07% | No change | 8,093 | $526K |
| Benjamin Edwards Inc. | 0.01% | Add +0.0% | 7,895 | $513K |
| Uhlmann Price Securities, LLC | 0.03% | Reduce -1.9% | 7,865 | $511K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +21.9% | 7,836 | $509K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.7% | 7,346 | $477K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.7% | 7,195 | $467K |
| Mercer Global Advisors Inc. | 0.00% | Add +3.4% | 7,140 | $464K |
| Steel Grove Capital Advisors, LLC | 0.05% | No change | 7,038 | $457K |
| Independent Financial Group, LLC | 0.01% | Add +5.4% | 7,008 | $455K |
| Curi Capital, LLC | 0.01% | Add +19.9% | 6,986 | $454K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +5.3% | 6,916 | $449K |
| WealthPLAN Partners, LLC | 0.09% | Add +0.1% | 6,878 | $447K |
| Independent Advisor Alliance | 0.00% | Add +0.0% | 6,840 | $444K |
| Cary Street Partners Investment Advisory LLC | 0.11% | No change | 6,796 | $442K |
| Two Sigma Securities, LLC | 0.05% | New | 6,562 | $426K |
| Avid Wealth Partners LLC | 0.20% | No change | 6,398 | $416K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +0.8% | 6,397 | $416K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -35.8% | 6,262 | $407K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -61.1% | 6,186 | $402K |
| CSS LLC | 0.06% | No change | 6,154 | $400K |
| Lido Advisors, LLC | 0.00% | New | 6,118 | $397K |
| Zinnia Wealth Advisory, LLC | 0.44% | Reduce -1.4% | 6,039 | $392K |
| Sittner & Nelson, LLC | 0.14% | No change | 6,000 | $390K |
| Abel Hall, LLC | 0.08% | No change | 6,000 | $390K |
| Wedbush Securities Inc. | 0.01% | Add +0.1% | 5,944 | $386K |
| Diversified Trust Co. | 0.01% | Add +3.0% | 5,827 | $379K |
| Corps Capital Advisors, LLC | 0.32% | New | 5,725 | $372K |
| PFG Investments, LLC | 0.02% | Add +0.2% | 5,714 | $371K |
| Cerity Partners LLC | 0.00% | Reduce -7.8% | 5,707 | $371K |
| Basso Capital Management, L.P. | 0.23% | No change | 5,680 | $369K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +7.3% | 5,617 | $365K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 5,500 | $357K |
| Wealth Alliance, LLC | 0.04% | Reduce -0.7% | 5,497 | $357K |
| MAI Capital Management | 0.00% | Reduce -2.7% | 5,495 | $357K |
| Western Wealth Management, LLC | 0.01% | New | 2,119 | $349K |
| Carnegie Investment Counsel | 0.01% | Reduce -2.4% | 5,264 | $342K |
| Cornerstone Planning Group LLC | 0.05% | Reduce -1.8% | 4,867 | $339K |
| Arkadios Wealth Advisors | 0.01% | Add +1.1% | 5,216 | $339K |
| Allworth Financial LP | 0.00% | Add +0.0% | 5,142 | $334K |
| Ulland Investment Advisors, LLC | 0.28% | No change | 5,000 | $325K |
| Genesee Capital Advisors, LLC | 0.14% | Reduce -9.4% | 4,958 | $322K |
| Garrett Wealth Advisory Group, LLC | 0.06% | No change | 4,933 | $320K |
| Bridges Investment Management Inc. | 0.00% | No change | 4,927 | $320K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -1.3% | 4,918 | $320K |
| Willis Investment Counsel | 0.02% | No change | 4,883 | $317K |
| Regal Investment Advisors LLC | 0.02% | New | 4,871 | $316K |
| Crumly & Associates Inc. | 0.06% | No change | 4,711 | $306K |
| King Luther Capital Management Corp. | 0.00% | Reduce -23.6% | 4,693 | $305K |
| Riverchase Wealth Management, LLC | 0.16% | No change | 4,679 | $304K |
| Lee Financial Co | 0.04% | Add +4.8% | 4,530 | $294K |
| Mutual Advisors, LLC | 0.01% | No change | 4,439 | $288K |
| Virtus Advisers, LLC | 0.13% | No change | 4,380 | $285K |
| Founders Financial Alliance, LLC | 0.05% | New | 4,373 | $284K |
| D.A. Davidson & Co. | 0.00% | No change | 4,348 | $282K |
| Whitener Capital Management, Inc. | 0.06% | Reduce -5.1% | 4,307 | $280K |
| NFSG Corp | 0.05% | Add +0.1% | 4,263 | $277K |
| Quadrant Private Wealth Management, LLC | 0.04% | Add +0.1% | 4,256 | $276K |
| Kirkwood Financial Services | 0.10% | New | 4,215 | $274K |
| Merit Financial Group, LLC | 0.00% | Reduce -29.2% | 3,980 | $259K |
| Capital Advisors Inc. | 0.00% | New | 3,932 | $255K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -14.8% | 3,905 | $254K |
| First Trust Capital Management L.P. | 0.01% | No change | 3,858 | $251K |
| Kanawha Capital Management LLC | 0.02% | New | 3,800 | $247K |
| Moneco Advisors, LLC | 0.02% | New | 3,770 | $245K |
| Blair William & Co. | 0.00% | New | 3,764 | $245K |
| Inscription Capital, LLC | 0.03% | New | 3,740 | $243K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,736 | $243K |
| Perryman Financial Advisory Inc. | 0.04% | New | 3,732 | $242K |
| Summit Wealth Partners, LLC | 0.04% | New | 3,716 | $241K |
| Northern Trust Corp. | 0.00% | Reduce -14.7% | 3,706 | $241K |
| Tyche Wealth Partners LLC | 0.04% | New | 3,705 | $241K |
| Partners Wealth Management, LLC | 0.25% | New | 3,696 | $240K |
| Wealth Alliance Advisory Group, LLC | 0.04% | New | 3,654 | $237K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 3,640 | $237K |
| Signal Advisors Wealth, LLC | 0.02% | New | 3,556 | $231K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 3,540 | $230K |
| DAVENPORT & Co LLC | 0.00% | New | 3,540 | $230K |
| Bison Wealth, LLC | 0.02% | New | 3,250 | $227K |
| Gateway Wealth Partners, LLC | 0.01% | New | 3,500 | $227K |
| Barr E S & Co. | 0.01% | New | 3,500 | $227K |
| Ethos Financial Group, LLC | 0.02% | No change | 4,142 | $217K |
| XML Financial, LLC | 0.02% | Reduce -42.4% | 3,300 | $214K |
| Legacy Wealth Advisors, LLC | 0.11% | New | 3,284 | $213K |
| Arrow Investment Advisors, LLC | 0.22% | New | 3,205 | $208K |
| Cyndeo Wealth Partners, LLC | 0.01% | New | 3,171 | $206K |
| Novare Capital Management LLC | 0.02% | New | 3,140 | $204K |
| Anchor Investment Management, LLC | 0.02% | No change | 3,000 | $195K |
| American National Bank & Trust | 0.02% | Reduce -6.3% | 2,964 | $193K |
| Advisory Services Network, LLC | 0.00% | New | 2,835 | $184K |
| Harbour Investments, Inc. | 0.00% | Add +68.1% | 2,779 | $181K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.2% | 2,707 | $176K |
| Salem Investment Counselors Inc. | 0.01% | New | 2,666 | $173K |
| Hilton Head Capital Partners, LLC | 0.09% | Reduce -43.2% | 2,324 | $151K |
| Caitlin John, LLC | 0.09% | Reduce -8.2% | 2,209 | $144K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.04% | No change | 2,000 | $130K |
| Aventura Private Wealth, LLC | 0.05% | No change | 1,909 | $124K |
| Chung Wu Investment Group, LLC | 0.10% | No change | 1,800 | $117K |
| Resources Management Corp. /CT/ | 0.02% | No change | 1,780 | $116K |
| IFP Advisors, Inc | 0.00% | Add +54.9% | 1,741 | $113K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -66.3% | 1,411 | $90K |
| Front Row Advisors LLC | 0.03% | No change | 1,350 | $88K |
| Sunbelt Securities, Inc. | 0.01% | Add +476.2% | 1,331 | $86K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -0.1% | 1,311 | $85K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,200 | $78K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,200 | $78K |
| Huntington National Bank | 0.00% | Add +263.0% | 1,198 | $78K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,196 | $78K |
| Quent Capital, LLC | 0.01% | Add +55.8% | 1,075 | $70K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -58.5% | 1,027 | $67K |
| Key Financial Inc | 0.01% | Add +1.5% | 1,022 | $66K |
| Independence Bank of Kentucky | 0.01% | No change | 1,022 | $66K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -38.6% | 963 | $63K |
| Ancora Advisors LLC | 0.00% | No change | 796 | $52K |
| Harbor Asset Planning, Inc. | 0.04% | No change | 762 | $50K |
| Parallel Advisors, LLC | 0.00% | Add +1.3% | 701 | $46K |
| TD Waterhouse Canada Inc. | 0.00% | New | 678 | $43K |
| Private Trust Co. NA | 0.00% | No change | 650 | $42K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 626 | $41K |
| Root Financial Partners, LLC | 0.00% | No change | 625 | $41K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | No change | 602 | $39K |
| CoreCap Advisors, LLC | 0.00% | No change | 575 | $37K |
| CENTRAL TRUST Co | 0.00% | No change | 560 | $36K |
| CNB Bank | 0.01% | No change | 500 | $32K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 500 | $32K |
| Triumph Capital Management | 0.01% | No change | 500 | $32K |
| Avalon Trust Co | 0.00% | No change | 500 | $32K |
| Cwm, LLC | 0.00% | Reduce -9.9% | 410 | $27K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 406 | $26K |
| Bessemer Group Inc. | 0.00% | No change | 400 | $26K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 330 | $23K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 281 | $18K |
| Lanark Financial, Inc. | 0.00% | Reduce -4.8% | 277 | $18K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 257 | $17K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.7% | 245 | $16K |
| KERR FINANCIAL PLANNING Corp | 0.01% | No change | 235 | $16K |
| Wolff Wiese Magana LLC | 0.01% | Add +27.3% | 224 | $15K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 218 | $14K |
| Rossby Financial, LCC | 0.00% | No change | 200 | $13K |
| Assetmark, Inc. | 0.00% | No change | 190 | $12K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 188 | $12K |
| Blue Trust, Inc. | 0.00% | Reduce -29.9% | 188 | $12K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 181 | $12K |
| Coastline Trust Co | 0.00% | No change | 180 | $12K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 146 | $9K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -83.2% | 143 | $9K |
| Abound Financial, LLC | 0.00% | No change | 120 | $8K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 114 | $7K |
| Basepoint Wealth LLC | 0.00% | Add +1.9% | 108 | $7K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 107 | $7K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +2.0% | 100 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 93 | $6K |
| Hilltop National Bank | 0.00% | No change | 80 | $5K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 80 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 79 | $5K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 76 | $5K |
| True Link Financial Advisors, LLC | 0.00% | New | 63 | $4K |
| First Horizon Corp. | 0.00% | No change | 57 | $4K |
| Strategic Advocates LLC | 0.02% | Reduce -98.7% | 56 | $4K |
| Gables Capital Management Inc. | 0.00% | No change | 40 | $3K |
| SWAN Capital LLC | 0.00% | No change | 37 | $2K |
| Longfellow Investment Management Co. LLC | 0.00% | Reduce -96.2% | 22 | $1K |
"% of holder's portfolio" is SUN's weight in each manager's 13F, not the share of Sunoco LP the manager owns.