SUNOCO LP/SUNOCO FIN CORP (SUN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
292
Reporting holders
$4.5B
Reported value
1.3%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ALPS ADVISORS INC | $1.6B | 24,435,476 | 7.73% | 11q | -1.0%-$15.9M |
| Invesco Ltd. | $597.3M | 8,848,627 | 0.05% | 29q | HELD |
| GOLDMAN SACHS GROUP INC | $387.6M | 5,742,514 | 0.03% | 31q | +3.9%+$14.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $203.2M | 3,011,045 | 0.24% | 9q | -6.7%-$14.5M |
| FMR LLC | $174.7M | 2,587,682 | 0.01% | 10q | -28.9%-$70.8M |
| MORGAN STANLEY | $172.7M | 2,559,034 | 0.01% | 35q | +130.2%+$97.7M |
| Energy Income Partners, LLC | $119.4M | 1,768,784 | 1.88% | 10q | -7.0%-$8.9M |
| JPMORGAN CHASE & CO | $112.0M | 1,634,270 | 0.01% | 31q | +8.6%+$8.9M |
| Recurrent Investment Advisors LLC | $77.6M | 1,149,434 | 4.82% | 27q | +11.8%+$8.2M |
| UBS Group AG | $71.5M | 1,059,451 | 0.01% | 31q | +10.4%+$6.7M |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | $67.2M | 995,794 | 3.93% | 11q | +2.3%+$1.5M |
| MILLER HOWARD INVESTMENTS INC /NY | $65.8M | 974,109 | 1.74% | 13q | +19.3%+$10.7M |
| Blackstone Inc. | $57.7M | 854,595 | 0.18% | 16q | -4.4%-$2.7M |
| TORTOISE CAPITAL ADVISORS, L.L.C. | $52.6M | 778,973 | 0.53% | 13q | -4.5%-$2.5M |
| BARCLAYS PLC | $46.7M | 692,085 | 0.01% | 31q | -12.9%-$6.9M |
| Fractal Investments LLC | $46.0M | 682,002 | 5.31% | 14q | +10.6%+$4.4M |
| NEUBERGER BERMAN GROUP LLC | $39.1M | 579,385 | 0.03% | 9q | +0.5%+$198.3K |
| BOWEN HANES & CO INC | $39.0M | 600,000 | 0.95% | 25q | HELD |
| Adams Asset Advisors, LLC | $38.2M | 565,822 | 4.33% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $25.5M | 377,488 | 0.01% | 7q | -1.7%-$429.6K |
| Allianz Asset Management GmbH | $24.9M | 369,073 | 0.02% | 7q | +12.4%+$2.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $22.1M | 14,968 | 0.00% | 31q | -78.5%-$80.8M |
| ING GROEP NV | $18.0M | 267,000 | 0.09% | 2q | +62.8%+$7.0M |
| CITADEL ADVISORS LLC | $17.4M | 21,633 | 0.00% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $16.0M | 237,704 | 0.00% | 31q | +16.2%+$2.2M |
| COOPERMAN LEON G | $15.3M | 225,994 | 0.43% | 6q | -86.0%-$94.1M |
| EXCHANGE TRADED CONCEPTS, LLC | $14.3M | 212,562 | 0.03% | 13q | +76.3%+$6.2M |
| JANE STREET GROUP, LLC | $14.1M | options only | 0.00% | 27q | OPTIONS |
| ROYAL BANK OF CANADA | $13.9M | 205,519 | 0.00% | 31q | +7.9%+$1.0M |
| WELLS FARGO & COMPANY/MN | $13.8M | 204,739 | 0.00% | 31q | -54.1%-$16.3M |
| CITIGROUP INC | $12.6M | 187,155 | 0.00% | 31q | -21.6%-$3.5M |
| LPL Financial LLC | $11.8M | 175,491 | 0.00% | 31q | -1.0%-$116.0K |
| Kercheville Advisors, LLC | $10.7M | 159,086 | 3.27% | 9q | +3.2%+$337.6K |
| Sanctuary Advisors, LLC | $10.5M | 155,101 | 0.05% | 9q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $10.5M | 154,870 | 0.00% | 3q | +33.8%+$2.6M |
| CIBC Bancorp USA Inc. | $10.0M | 148,090 | 0.01% | 2q | +4.7%+$448.7K |
| HUB Investment Partners, LLC | $9.8M | 145,379 | 0.18% | 11q | +0.7%+$68.1K |
| Beacon Pointe Advisors, LLC | $9.2M | 136,702 | 0.04% | 2q | -1.3%-$122.6K |
| Texas Yale Capital Corp. | $9.1M | 134,896 | 0.20% | 31q | +1.3%+$118.1K |
| Waverly Advisors, LLC | $9.0M | 133,448 | 0.05% | 6q | +1.1%+$93.8K |
| Susquehanna Portfolio Strategies, LLC | $6.2M | 91,587 | 0.10% | 3q | +3.3%+$199.9K |
| ENVESTNET ASSET MANAGEMENT INC | $5.6M | 82,908 | 0.00% | 16q | +12.5%+$623.4K |
| IMC-Chicago, LLC | $5.4M | 3,913 | 0.00% | 6q | -65.2%-$10.1M |
| Summit Financial, LLC | $5.2M | 76,531 | 0.06% | 8q | -6.1%-$337.5K |
| Waldron Private Wealth LLC | $4.8M | 71,000 | 0.17% | 31q | HELD |
| OSAIC HOLDINGS, INC. | $4.2M | 62,593 | 0.00% | 26q | +3.7%+$150.1K |
| Cetera Investment Advisers | $4.2M | 62,112 | 0.00% | 10q | -0.7%-$30.2K |
| J.W. COLE ADVISORS, INC. | $4.0M | 59,126 | 0.07% | 7q | -2.2%-$91.6K |
| Advisors Asset Management, Inc. | $3.9M | 58,376 | 0.06% | 10q | +4.1%+$155.3K |
| KAYNE ANDERSON CAPITAL ADVISORS LP | $3.9M | 57,396 | 0.08% | new | NEW |
| Annis Gardner Whiting Capital Advisors, LLC | $3.8M | 56,800 | 0.58% | 8q | HELD |
| Mariner, LLC | $3.6M | 52,636 | 0.00% | 16q | +1.6%+$57.1K |
| AlTi Global, Inc. | $3.5M | 51,254 | 0.07% | new | NEW |
| Gilman Hill Asset Management, LLC | $3.4M | 50,349 | 0.46% | 9q | +3.7%+$120.8K |
| TORONTO DOMINION BANK | $3.4M | 49,798 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $3.3M | 49,066 | 0.01% | 7q | -21.3%-$897.2K |
| Cresset Asset Management, LLC | $3.2M | 47,416 | 0.01% | 14q | +0.6%+$18.6K |
| CAPTRUST FINANCIAL ADVISORS | $3.1M | 45,344 | 0.00% | 9q | +2.2%+$66.4K |
| Sovereign Investment Advisors, LLC | $2.9M | 43,522 | 0.55% | 5q | HELD |
| Crescent Grove Advisors, LLC | $2.8M | 41,884 | 0.24% | 2q | +55.9%+$1.0M |
| Barnett & Company, Inc. | $2.6M | 37,883 | 1.89% | 22q | -4.3%-$114.8K |
| FIRST TRUST ADVISORS LP | $2.5M | 37,191 | 0.00% | 23q | -8.2%-$223.6K |
| PARK CIRCLE Co | $2.5M | 36,350 | 2.09% | 21q | HELD |
| Linscomb Wealth, Inc. | $2.4M | 35,058 | 0.10% | 9q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 32,097 | 0.00% | 24q | +1.4%+$30.1K |
| NewEdge Advisors, LLC | $2.1M | 31,305 | 0.01% | 17q | +259.7%+$1.5M |
| MidFirst Bank | $2.1M | 30,500 | 0.15% | 3q | HELD |
| WESTWOOD HOLDINGS GROUP INC | $2.1M | 30,496 | 0.02% | 2q | -11.2%-$259.1K |
| PEAK6 LLC | $2.1M | options only | 0.00% | 2q | OPTIONS |
| STIFEL FINANCIAL CORP | $2.0M | 29,669 | 0.00% | 31q | -3.2%-$66.4K |
| Rockefeller Capital Management L.P. | $1.9M | 28,856 | 0.00% | 9q | HELD |
| GLENMEDE TRUST CO NA | $1.9M | 28,680 | 0.01% | 7q | -18.1%-$426.6K |
| TRUIST FINANCIAL CORP | $1.9M | 28,628 | 0.00% | 4q | HELD |
| MML INVESTORS SERVICES, LLC | $1.9M | 27,888 | 0.00% | 14q | +239.1%+$1.3M |
| Zurich Insurance Group Ltd/FI | $1.8M | 27,200 | 0.01% | 6q | HELD |
| Empirical Asset Management, LLC | $1.8M | 27,084 | 0.41% | 10q | -3.3%-$63.2K |
| HighTower Advisors, LLC | $1.8M | 26,912 | 0.00% | 25q | +28.0%+$397.4K |
| ELCO Management Co., LLC | $1.8M | 26,587 | 0.77% | 31q | -1.9%-$34.2K |
| VAN ECK ASSOCIATES CORP | $1.7M | 25,709 | 0.00% | 9q | -51.7%-$1.9M |
| AMERIPRISE FINANCIAL INC | $1.7M | 25,204 | 0.00% | 31q | -63.6%-$3.0M |
| Bison Wealth, LLC | $1.6M | 23,859 | 0.15% | 2q | +634.1%+$1.4M |
| DIVIDEND ASSETS CAPITAL, LLC | $1.6M | 23,098 | 0.30% | 25q | +7.9%+$113.8K |
| Apollon Wealth Management, LLC | $1.5M | 22,138 | 0.02% | 22q | HELD |
| Private Advisor Group, LLC | $1.5M | 22,114 | 0.01% | 31q | +4.5%+$64.1K |
| Focus Partners Wealth | $1.5M | 22,024 | 0.00% | 3q | +31.0%+$351.7K |
| CASCADE INVESTMENT GROUP, INC. | $1.5M | 21,580 | 0.82% | 15q | -1.4%-$20.2K |
| IHT Wealth Management, LLC | $1.4M | 20,271 | 0.03% | 14q | +81.4%+$613.8K |
| AMERICAN FINANCIAL GROUP INC | $1.4M | 20,000 | 0.48% | 27q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M | 19,030 | 0.00% | 10q | +35.4%+$342.1K |
| US BANCORP \DE\ | $1.3M | 18,884 | 0.00% | 31q | HELD |
| BlackRock, Inc. | $1.2M | 17,144 | 0.00% | 8q | HELD |
| Focus Financial Network, Inc. | $1.1M | 16,594 | 0.03% | 13q | -1.7%-$19.0K |
| CARY STREET PARTNERS FINANCIAL LLC | $1.1M | 16,569 | 0.02% | 6q | HELD |
| Arax Advisory Partners | $1.1M | 16,129 | 0.01% | new | NEW |
| Jump Financial, LLC | $1.1M | 15,900 | 0.01% | new | NEW |
| Austin Wealth Management, LLC | $1.0M | 13,934 | 0.22% | new | NEW |
| Creative Planning | $1.0M | 15,270 | 0.00% | 31q | -58.0%-$1.4M |
| Quad-Cities Investment Group, LLC | $1.0M | 15,230 | 0.37% | 31q | +7.3%+$69.9K |
| MCDONALD PARTNERS LLC | $1.0M | 15,100 | 0.25% | 18q | HELD |
| MGO ONE SEVEN LLC | $1.0M | 15,068 | 0.02% | 8q | +2.8%+$27.3K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-09 | 13G/A | ALPS Advisors, Inc.with 1 co-filers | 11.9% |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 292 | $4.5B | 66,096,189 | 25 | 68 | 75 | 1.3% |
| Q1 2026 | 287 | $4.4B | 67,122,380 | 42 | 74 | 72 | 1.8% |
| Q4 2025 | 267 | $3.5B | 65,344,321 | 23 | 63 | 64 | 2.4% |
| Q3 2025 | 264 | $3.3B | 64,112,870 | 22 | 65 | 64 | 2.4% |
| Q2 2025 | 272 | $3.5B | 63,237,431 | 23 | 78 | 59 | 2.2% |
| Q1 2025 | 279 | $3.6B | 61,093,246 | 44 | 66 | 67 | 1.6% |
| Q4 2024 | 255 | $3.1B | 60,188,382 | 18 | 70 | 72 | 1.5% |
| Q3 2024 | 262 | $3.3B | 59,561,708 | 29 | 67 | 59 | 1.7% |
| Q2 2024 | 259 | $3.5B | 59,864,396 | 77 | 102 | 28 | 2.1% |
| Q1 2024 | 197 | $1.3B | 21,476,050 | 33 | 48 | 43 | 2.1% |
| Q4 2023 | 197 | $1.6B | 25,092,115 | 36 | 44 | 47 | 3.1% |
| Q3 2023 | 173 | $971.2M | 18,975,499 | 19 | 57 | 34 | 4.4% |
| Q2 2023 | 170 | $781.1M | 17,481,936 | 20 | 37 | 45 | 2.5% |
| Q1 2023 | 163 | $796.7M | 17,554,095 | 27 | 40 | 42 | 2.8% |
| Q4 2022 | 150 | $704.3M | 15,463,253 | 28 | 41 | 27 | 4.6% |
| Q3 2022 | 165 | $676.6M | 16,227,842 | 18 | 45 | 37 | 6.5% |
| Q2 2022 | 166 | $659.8M | 16,830,798 | 17 | 50 | 39 | 4.9% |
| Q1 2022 | 166 | $730.5M | 17,281,435 | 18 | 50 | 40 | 3.3% |
| Q4 2021 | 161 | $747.7M | 17,302,491 | 24 | 48 | 38 | 5.5% |
| Q3 2021 | 148 | $686.7M | 17,628,189 | 18 | 47 | 34 | 4.1% |
| Q2 2021 | 148 | $722.6M | 18,576,039 | 26 | 45 | 34 | 3.1% |
| Q1 2021 | 135 | $706.0M | 21,303,022 | 15 | 36 | 37 | 3.9% |
| Q4 2020 | 138 | $710.3M | 23,167,270 | 15 | 35 | 36 | 6.1% |
| Q3 2020 | 131 | $620.9M | 24,622,689 | 16 | 40 | 28 | 3.3% |
| Q2 2020 | 135 | $606.2M | 25,523,292 | 24 | 38 | 31 | 3.8% |
| Q1 2020 | 130 | $407.5M | 25,587,667 | 19 | 39 | 26 | 1.8% |
| Q4 2019 | 154 | $861.1M | 27,621,947 | 25 | 33 | 36 | 1.8% |
| Q3 2019 | 134 | $906.6M | 28,052,529 | 17 | 33 | 34 | 2.7% |
| Q2 2019 | 133 | $918.4M | 28,469,339 | 24 | 34 | 26 | 3.0% |
| Q1 2019 | 127 | $918.6M | 28,752,331 | 19 | 32 | 27 | 2.5% |
| Q4 2018 | 129 | $817.2M | 29,368,265 | 2 | 3 | 2 | 2.3% |