SUN Institutional Ownership & Shareholders
SUNOCO LP (SUN) is currently held by 298 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.51B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Alps Advisors Inc is currently the largest disclosed institutional shareholder of SUN tracked by InsiderSet, reporting ownership valued at approximately $1.70B in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.60B, representing an estimated loss of -5.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed SUN value among the investors covered in this analysis. Major shareholders include Alps Advisors Inc, Invesco Ltd., Goldman Sachs Group Inc, and several other long-term asset managers with concentrated positions in SUNOCO LP (SUN).
This page ranks the largest institutional SUN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
298
Total Reported Value
$4.51B
Largest Holder
Alps Advisors Inc
Largest Position
$1.70B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alps Advisors Inc | 7.79% | 23,323,043 | $1,699,550,143 | $1,602,059,824 | -$97,490,319 | -5.74% | |
| Invesco Ltd. | 0.05% | 8,848,627 | $597,282,324 | $607,812,189 | +$10,529,865 | +1.76% | |
| Goldman Sachs Group Inc | 0.04% | 5,742,514 | $387,619,706 | $394,453,287 | +$6,833,581 | +1.76% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.24% | 3,011,045 | $203,245,538 | $206,828,681 | +$3,583,143 | +1.76% | |
| Fmr Llc | 0.01% | 2,587,682 | $174,668,535 | $177,747,877 | +$3,079,342 | +1.76% | |
| Morgan Stanley | 0.01% | 2,559,034 | $172,734,796 | $175,780,045 | +$3,045,249 | +1.76% | |
| Energy Income Partners, Llc | 1.88% | 1,768,784 | $119,392,920 | $121,497,773 | +$2,104,853 | +1.76% | |
| Jpmorgan Chase & Co | 0.01% | 1,634,270 | $112,045,612 | $112,258,006 | +$212,394 | +0.19% | |
| Recurrent Investment Advisors Llc | 4.82% | 1,149,434 | $77,586,795 | $78,954,621 | +$1,367,826 | +1.76% | |
| Ubs Group Ag | 0.01% | 1,059,451 | $71,512,943 | $72,773,689 | +$1,260,746 | +1.76% | |
| Miller Howard Investments Inc | 1.92% | 977,324 | $71,217,604 | $67,132,386 | -$4,085,218 | -5.74% | |
| Fractal Investments Llc | 7.67% | 929,327 | $67,720,058 | $63,835,472 | -$3,884,586 | -5.74% | |
| Infrastructure Capital Advisors, Llc | 5.25% | 995,794 | $67,216,095 | $68,401,090 | +$1,184,995 | +1.76% | |
| Tortoise Capital Advisors, L.L.C. | 0.53% | 778,973 | $52,580,678 | $53,507,655 | +$926,977 | +1.76% | |
| Barclays Plc | 0.01% | 692,085 | $46,715,739 | $47,539,319 | +$823,580 | +1.76% | |
| Adams Asset Advisors, Llc | 4.19% | 565,822 | $41,231,449 | $38,866,313 | -$2,365,136 | -5.74% | |
| Bowen Hanes & Co Inc | 0.95% | 600,000 | $38,982,000 | $41,214,000 | +$2,232,000 | +5.73% | |
| Neuberger Berman Group Llc | 0.02% | 588,129 | $30,823,844 | $40,398,581 | +$9,574,737 | +31.06% | |
| Raymond James Financial Inc | 0.01% | 377,488 | $25,480,435 | $25,929,651 | +$449,216 | +1.76% | |
| Allianz Asset Management Gmbh | 0.02% | 369,073 | $24,912,428 | $25,351,624 | +$439,196 | +1.76% | |
| Ing Groep Nv | 0.09% | 267,000 | $18,022,500 | $18,340,230 | +$317,730 | +1.76% | |
| Bank Of America Corp | 0.00% | 237,704 | $16,045,030 | $16,327,888 | +$282,858 | +1.76% | |
| Cooperman Leon G | 0.43% | 225,994 | $15,254,595 | $15,523,528 | +$268,933 | +1.76% | |
| Royal Bank Of Canada | 0.00% | 205,519 | $13,873,000 | $14,117,100 | +$244,100 | +1.76% | |
| Wells Fargo & Company/Mn | 0.00% | 204,739 | $13,819,877 | $14,063,522 | +$243,645 | +1.76% | |
| Chickasaw Capital Management Llc | 0.48% | 182,535 | $13,301,325 | $12,538,329 | -$762,996 | -5.74% | |
| Citigroup Inc | 0.01% | 187,155 | $12,632,963 | $12,855,677 | +$222,714 | +1.76% | |
| Hrt Financial Lp | 0.02% | 182,411 | $12,312,000 | $12,529,812 | +$217,812 | +1.77% | |
| Lpl Financial Llc | 0.00% | 175,491 | $11,845,625 | $12,054,477 | +$208,852 | +1.76% | |
| Kercheville Advisors, Llc | 3.23% | 160,087 | $11,665,566 | $10,996,376 | -$669,190 | -5.74% | |
| Sanctuary Advisors, Llc | 0.05% | 155,101 | $10,469,302 | $10,653,888 | +$184,586 | +1.76% | |
| Bnp Paribas Financial Markets | 0.01% | 154,870 | $10,453,725 | $10,638,020 | +$184,295 | +1.76% | |
| Cibc Bancorp Usa Inc. | 0.01% | 148,090 | $9,996,076 | $10,172,302 | +$176,226 | +1.76% | |
| Beacon Pointe Advisors, Llc | 0.04% | 136,702 | $9,227,385 | $9,390,060 | +$162,675 | +1.76% | |
| Texas Yale Capital Corp. | 0.20% | 134,896 | $9,105,480 | $9,266,006 | +$160,526 | +1.76% | |
| Waverly Advisors, Llc | 0.05% | 133,448 | $9,007,733 | $9,166,543 | +$158,810 | +1.76% | |
| Counterpoint Mutual Funds Llc | 0.78% | 123,413 | $8,993,105 | $8,477,239 | -$515,866 | -5.74% | |
| Exchange Traded Concepts, Llc | 0.03% | 100,880 | $7,351,126 | $6,929,447 | -$421,679 | -5.74% | |
| Susquehanna Portfolio Strategies, Llc | 0.10% | 91,587 | $6,182,123 | $6,291,111 | +$108,988 | +1.76% | |
| Thoroughbred Financial Services, Llc | 0.28% | 86,000 | $5,805,000 | $5,907,340 | +$102,340 | +1.76% | |
| Envestnet Asset Management Inc | 0.00% | 82,908 | $5,596,289 | $5,694,951 | +$98,662 | +1.76% | |
| Summit Financial, Llc | 0.06% | 76,531 | $5,165,865 | $5,256,914 | +$91,049 | +1.76% | |
| Corigliano Investment Advisers, Llc | 1.96% | 77,400 | $5,028,678 | $5,316,606 | +$287,928 | +5.73% | |
| Waldron Private Wealth Llc | 0.15% | 61,000 | $4,445,070 | $4,190,090 | -$254,980 | -5.74% | |
| Osaic Holdings, Inc. | 0.00% | 62,593 | $4,225,228 | $4,299,513 | +$74,285 | +1.76% | |
| Cetera Investment Advisers | 0.00% | 62,112 | $4,192,638 | $4,266,473 | +$73,835 | +1.76% | |
| J.W. Cole Advisors, Inc. | 0.07% | 59,126 | $3,990,979 | $4,061,365 | +$70,386 | +1.76% | |
| Kestra Advisory Services, Llc | 0.01% | 53,305 | $3,884,315 | $3,661,520 | -$222,795 | -5.74% | |
| Kayne Anderson Capital Advisors Lp | 0.08% | 57,396 | $3,874,230 | $3,942,531 | +$68,301 | +1.76% | |
| Annis Gardner Whiting Capital Advisors, Llc | 0.58% | 56,800 | $3,834,000 | $3,901,592 | +$67,592 | +1.76% |
Frequently asked questions about SUN
Who are the largest institutional holders of SUN?
The largest institutional holders of SUN reported in the latest SEC Form 13F filings include Alps Advisors Inc, Invesco Ltd., Goldman Sachs Group Inc, Mirae Asset Global Etfs Holdings Ltd., and Fmr Llc. InsiderSet ranks institutional holders by their latest reported SUN position.
What is SUN institutional ownership?
This page tracks SUN positions reported by institutional investment managers through SEC Form 13F. SUNOCO LP (SUN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SUN?
InsiderSet currently tracks 298 institutional managers reporting SUN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SUN shareholders.
How much SUN stock do institutions own?
Institutional investment managers disclosed approximately $4.51B in SUN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SUN institutional ownership last updated?
The latest SUN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SUN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SUN position after the reporting date.
Are institutions buying or selling SUN?
Institutional buying and selling can be analyzed by comparing SUN positions across consecutive 13F reporting periods. InsiderSet's SUN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SUN ownership changes.
How has SUN institutional ownership changed over time?
InsiderSet tracks SUN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.