SUNCOR ENERGY INC NEW (SU)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
21
Reporting holders
$19.8M
Reported value
0.0%
Calls
0.0%
Puts
-745
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Gradient Investments LLC | $7.7M | 113,663 | 0.11% | 25q | -4.6%-$368.9K |
| Pacifica Partners Inc. | $6.9M | 100,391 | 2.08% | 28q | HELD |
| Balefire, LLC | $720.8K | 10,620 | 0.11% | 2q | -10.6%-$85.6K |
| Valeo Financial Advisors, LLC | $694.9K | 10,239 | 0.01% | 19q | +1.6%+$11.3K |
| STEPH & CO | $583.8K | 8,602 | 0.15% | 28q | +0.6%+$3.4K |
| Roxbury Financial LLC | $510.4K | 7,520 | 0.39% | 8q | HELD |
| Farther Finance Advisors, LLC | $499.3K | 7,356 | 0.00% | 16q | +4.9%+$23.5K |
| MOODY NATIONAL BANK TRUST DIVISION | $394.1K | 5,806 | 0.03% | 7q | +8.7%+$31.6K |
| Venture Visionary Partners LLC | $384.2K | 5,661 | 0.01% | 3q | +50.8%+$129.4K |
| Plan A Wealth LLC | $303.9K | 4,478 | 0.11% | new | NEW |
| Grove Bank & Trust | $277.8K | 4,093 | 0.03% | 2q | -50.0%-$277.8K |
| SAPIENT CAPITAL LLC | $276.4K | 4,073 | 0.00% | 3q | -50.0%-$276.4K |
| MassMutual Private Wealth & Trust, FSB | $129.4K | 1,906 | 0.00% | 20q | -13.5%-$20.2K |
| CoreCap Advisors, LLC | $109.2K | 1,609 | 0.00% | 9q | -0.6% |
| Rosenberg Matthew Hamilton | $95.8K | 1,412 | 0.02% | 26q | +23.3%+$18.1K |
| Versant Capital Management, Inc | $74.2K | 1,093 | 0.01% | 3q | +121.7%+$40.7K |
| EASTERN BANK | $69.5K | 1,024 | 0.00% | 9q | HELD |
| GAMMA Investing LLC | $59.7K | 879 | 0.00% | 12q | HELD |
| Bank of New Hampshire | $23.8K | 350 | 0.01% | 19q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $4.3K | 64 | 0.00% | 4q | -40.7%-$3.0K |
| Noble Wealth Management PBC | $2.0K | 29 | 0.00% | 2q | HELD |
| NEVILLE RODIE & SHAW INC | $289 | 4,258 | 0.02% | 5q | HELD |
| CX Institutional | $10 | 154 | 0.00% | 7q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 21 | $19.8M | 290,868 | 1 | 7 | 7 | 0.0% |
| Q2 2026 | 766 | $46.4B | 823,930,242 | 81 | 264 | 243 | 3.6% |
| Q1 2026 | 765 | $57.5B | 843,081,928 | 130 | 223 | 241 | 2.9% |
| Q4 2025 | 689 | $37.2B | 804,524,742 | 78 | 209 | 213 | 3.7% |
| Q3 2025 | 649 | $35.6B | 817,047,985 | 59 | 206 | 212 | 4.0% |
| Q2 2025 | 652 | $34.7B | 890,834,693 | 58 | 206 | 231 | 3.6% |
| Q1 2025 | 666 | $33.9B | 845,304,141 | 81 | 194 | 244 | 3.1% |
| Q4 2024 | 665 | $31.9B | 857,748,372 | 52 | 208 | 218 | 3.3% |
| Q3 2024 | 649 | $32.3B | 852,412,469 | 55 | 224 | 196 | 2.0% |
| Q2 2024 | 646 | $34.4B | 877,922,508 | 90 | 187 | 203 | 2.4% |
| Q1 2024 | 607 | $34.2B | 896,080,010 | 59 | 189 | 209 | 2.7% |
| Q4 2023 | 605 | $27.3B | 820,708,391 | 56 | 180 | 221 | 2.8% |
| Q3 2023 | 580 | $29.5B | 809,478,171 | 62 | 197 | 187 | 5.1% |
| Q2 2023 | 566 | $25.0B | 807,375,994 | 44 | 184 | 196 | 4.6% |
| Q1 2023 | 598 | $25.7B | 796,040,026 | 81 | 196 | 186 | 3.4% |
| Q4 2022 | 592 | $28.0B | 826,777,873 | 73 | 162 | 224 | 6.0% |
| Q3 2022 | 564 | $24.8B | 831,585,320 | 55 | 186 | 193 | 4.4% |
| Q2 2022 | 582 | $30.3B | 810,958,139 | 93 | 170 | 204 | 4.9% |
| Q1 2022 | 541 | $27.6B | 811,679,561 | 96 | 164 | 166 | 3.7% |
| Q4 2021 | 498 | $22.4B | 858,401,620 | 72 | 140 | 165 | 3.8% |
| Q3 2021 | 451 | $18.6B | 866,593,954 | 37 | 136 | 162 | 2.0% |
| Q2 2021 | 475 | $21.9B | 906,828,852 | 62 | 149 | 152 | 1.5% |
| Q1 2021 | 467 | $19.8B | 919,876,310 | 71 | 169 | 121 | 1.9% |
| Q4 2020 | 448 | $16.2B | 940,518,255 | 57 | 119 | 168 | 1.9% |
| Q3 2020 | 421 | $11.8B | 950,218,073 | 31 | 107 | 179 | 1.4% |
| Q2 2020 | 451 | $17.1B | 1,004,906,114 | 54 | 137 | 173 | 1.0% |
| Q1 2020 | 472 | $16.4B | 1,023,756,547 | 48 | 153 | 193 | 1.0% |
| Q4 2019 | 564 | $34.1B | 1,027,931,270 | 44 | 175 | 181 | 0.9% |
| Q3 2019 | 539 | $32.9B | 1,027,174,984 | 46 | 167 | 200 | 1.0% |
| Q2 2019 | 547 | $32.7B | 1,032,734,237 | 40 | 196 | 173 | 1.0% |
| Q1 2019 | 577 | $34.4B | 1,049,068,785 | 70 | 199 | 187 | 0.6% |
| Q4 2018 | 561 | $30.3B | 1,069,337,881 | 6 | 15 | 9 | 1.1% |