Sunoco LP SUN
$68.28
+0.7% 52w: $46.14 – $72.20
Latest 13F among current holders filed 19 days ago (Aug 14, 2026)
Price — last 12 months
research preview data46.1459.1772.20
Aug 18, 2025 Jul 2, 2026
Institutional holders
295
+20 QoQ
13F value
$4.39B
+26.0% QoQ
Smart-money holders
21
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
1.9×
$46.4M calls / $24.7M puts
Institutional value by quarter
Number of holders
Who owns SUN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ALPS ADVISORS INC | Diversified mechanical | 24.7M | $1.60B | — | -0.7% |
| Invesco Ltd. | Index provider | 8.9M | $575.5M | 0.1% | +0.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 5.5M | $359.2M | 0.0% | -5.7% |
| FMR LLC | Long only active | 3.6M | $236.3M | 0.0% | +96.8% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Index provider | 3.2M | $209.6M | — | +4.7% |
| Energy Income Partners, LLC ★2 | Fundamental diversified | 1.9M | $123.5M | — | -2.8% |
| COOPERMAN LEON G ★3 | Fundamental concentrated | 1.6M | $105.3M | — | Held |
| JPMORGAN CHASE & CO | Bank broker | 1.5M | $99.8M | 0.0% | -7.5% |
| MORGAN STANLEY | Bank broker | 1.1M | $72.2M | 0.0% | -32.2% |
| Recurrent Investment Advisors LLC ★2 | Fundamental diversified | 1.0M | $66.8M | — | +51.5% |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC ★2 | Fundamental diversified | 972.9K | $63.2M | — | +34.1% |
| UBS Group AG | Bank broker | 959.7K | $62.4M | 0.0% | -0.7% |
| Blackstone Inc. | Other | 894.4K | $58.1M | 0.2% | -63.3% |
| MILLER HOWARD INVESTMENTS INC /NY | Other | 816.2K | $53.0M | — | +18.4% |
| TORTOISE CAPITAL ADVISORS, L.L.C. ★2 | Fundamental diversified | 815.5K | $53.0M | — | +1.9% |
| BARCLAYS PLC | Bank broker | 794.6K | $51.6M | 0.0% | +36.5% |
| Fractal Investments LLC ★2 | Fundamental diversified | 616.5K | $40.1M | — | Held |
| BOWEN HANES & CO INC | Other | 600.0K | $39.0M | — | Held |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 576.4K | $37.5M | 0.0% | -2.0% |
| Adams Asset Advisors, LLC ★2 | Fundamental diversified | 565.8K | $36.8M | — | -1.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 383.9K | $24.9M | 0.0% | +0.3% |
| Allianz Asset Management GmbH | Diversified mechanical | 328.3K | $21.3M | 0.0% | +178.7% |
| WALNUT PRIVATE EQUITY PARTNERS, LLC ★3 | Fundamental concentrated | 242.1K | $15.7M | — | Held |
| CITIGROUP INC | Bank broker | 238.6K | $15.5M | 0.0% | +15.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 223.3K | $14.5M | 0.0% | +10.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 204.6K | $13.3M | 0.0% | +32.0% |
| CHICKASAW CAPITAL MANAGEMENT LLC ★2 | Fundamental diversified | 203.1K | $13.2M | 0.5% | -10.6% |
| ROYAL BANK OF CANADA | Bank broker | 190.5K | $12.4M | 0.0% | +7.2% |
| LPL Financial LLC | Bank broker | 177.2K | $11.5M | 0.0% | -1.1% |
| ING GROEP NV | Other | 164.0K | $10.7M | 0.1% | New |
| Sanctuary Advisors, LLC | Wealth advisor | 154.7K | $10.1M | 0.1% | +19.6% |
| Kercheville Advisors, LLC ★2 | Fundamental diversified | 154.1K | $10.0M | — | 0.0% |
| HUB Investment Partners, LLC | Other | 144.4K | $9.4M | 0.2% | -15.3% |
| CIBC Bancorp USA Inc. | Diversified mechanical | 141.4K | $9.2M | 0.0% | — |
| HENNESSY ADVISORS INC | Other | 140.2K | $9.1M | — | -3.4% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 138.5K | $9.0M | 0.0% | New |
| Texas Yale Capital Corp. | Other | 133.1K | $8.7M | 0.2% | +1.9% |
| Waverly Advisors, LLC | Wealth advisor | 132.1K | $8.6M | 0.1% | +5.3% |
| EXCHANGE TRADED CONCEPTS, LLC | Index provider | 120.6K | $7.8M | 0.1% | -4.8% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 115.7K | $7.5M | 0.0% | +100.8% |
| Susquehanna Portfolio Strategies, LLC | Market maker | 88.6K | $5.8M | — | -11.7% |
| Summit Financial, LLC | Wealth advisor | 81.5K | $5.3M | 0.1% | -12.5% |
| Corigliano Investment Advisers, LLC ★2 | Fundamental concentrated | 77.4K | $5.0M | — | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 73.7K | $4.8M | 0.0% | +53.2% |
| HRT FINANCIAL LP | Diversified mechanical | 72.0K | $4.7M | 0.0% | +121.3% |
| Waldron Private Wealth LLC | Wealth advisor | 71.0K | $4.6M | 0.2% | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 69.6K | $4.5M | 0.0% | -39.3% |
| JANE STREET GROUP, LLC | Market maker | 67.3K | $4.4M | 0.0% | New |
| Cetera Investment Advisers | Wealth advisor | 62.6K | $4.1M | 0.0% | +15.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 62.4K | $4.1M | 0.0% | +250.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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