SUNOCO LP (SUN) Institutional Shareholders

SUNOCO LP (SUN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.30B in SUN holdings during the latest filing period.

Alps Advisors Inc is currently the largest disclosed institutional shareholder of SUN tracked by InsiderSet, reporting ownership valued at approximately $1.65B in its June 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 $1.87B, representing an estimated gain of +13.61% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 81% 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

291

Total Reported Value

$4.30B

Largest Holder

Alps Advisors Inc

Largest Position

$1.65B

Insider Transactions (90d)

2

Latest Filing Quarter

Q2 2026

New Institutional Positions

79

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Alps Advisors Inc7.73%24,435,476$1,649,394,630$1,873,956,654+$224,562,024+13.61%
Invesco Ltd.0.09%8,857,392$575,464,759$679,273,392+$103,808,633+18.04%
Goldman Sachs Group Inc0.05%5,528,643$359,195,945$423,991,632+$64,795,687+18.04%
Fmr Llc0.01%3,637,014$236,296,799$278,922,604+$42,625,805+18.04%
Mirae Asset Global Etfs Holdings Ltd.0.28%3,226,334$209,614,920$247,427,554+$37,812,634+18.04%
Energy Income Partners, Llc1.99%1,901,251$123,524,278$145,806,939+$22,282,661+18.04%
Cooperman Leon G3.45%1,620,000$105,251,400$124,237,800+$18,986,400+18.04%
Morgan Stanley0.00%1,111,826$72,235,336$85,265,936+$13,030,600+18.04%
Recurrent Investment Advisors Llc4.02%1,027,877$66,781,167$78,827,887+$12,046,720+18.04%
Miller Howard Investments Inc1.74%974,109$65,752,357$74,704,419+$8,952,062+13.61%
Infrastructure Capital Advisors, Llc5.93%972,935$63,211,587$74,614,385+$11,402,798+18.04%
Ubs Group Ag0.01%959,732$62,353,788$73,601,847+$11,248,059+18.04%
Blackstone Inc.0.24%894,358$58,106,439$68,588,315+$10,481,876+18.04%
Tortoise Capital Advisors, L.L.C.0.55%815,498$52,982,905$62,540,542+$9,557,637+18.04%
Barclays Plc0.02%794,590$51,624,512$60,937,107+$9,312,595+18.04%
Fractal Investments Llc5.31%682,002$46,035,135$52,302,733+$6,267,598+13.61%
Bowen Hanes & Co Inc0.95%600,000$38,982,000$46,014,000+$7,032,000+18.04%
Adams Asset Advisors, Llc4.33%565,822$38,192,985$43,392,889+$5,199,904+13.61%
Neuberger Berman Group Llc0.03%576,447$37,451,763$44,207,720+$6,755,957+18.04%
Raymond James Financial Inc0.01%383,853$24,938,929$29,437,687+$4,498,758+18.04%
Allianz Asset Management Gmbh0.02%328,315$21,330,626$25,178,477+$3,847,851+18.04%
Wells Fargo & Company/Mn0.00%223,259$14,505,123$17,121,733+$2,616,610+18.04%
Bank Of America Corp0.00%204,609$13,293,465$15,691,464+$2,397,999+18.04%
Citigroup Inc0.01%187,155$12,632,963$14,352,917+$1,719,954+13.61%
Royal Bank Of Canada0.00%190,474$12,375,000$14,607,451+$2,232,451+18.04%
Lpl Financial Llc0.00%177,210$11,513,307$13,590,235+$2,076,928+18.04%
Kercheville Advisors, Llc3.27%159,086$10,738,307$12,200,305+$1,461,998+13.61%
Ing Groep Nv0.07%164,000$10,655,080$12,577,160+$1,922,080+18.04%
Sanctuary Advisors, Llc0.05%154,713$10,051,686$11,864,940+$1,813,254+18.04%
Hub Investment Partners, Llc0.18%145,379$9,813,084$11,149,116+$1,336,032+13.61%
Cibc Bancorp Usa Inc.0.01%141,443$9,189,551$10,847,264+$1,657,713+18.04%
Beacon Pointe Advisors, Llc0.05%138,519$8,999,560$10,623,022+$1,623,462+18.04%
Texas Yale Capital Corp.0.25%133,146$8,650,496$10,210,967+$1,560,471+18.04%
Waverly Advisors, Llc0.06%132,058$8,579,805$10,127,528+$1,547,723+18.04%
Bnp Paribas Financial Markets0.00%115,729$7,518,913$8,875,257+$1,356,344+18.04%
Exchange Traded Concepts, Llc0.04%106,281$7,173,968$8,150,690+$976,722+13.61%
Susquehanna Portfolio Strategies, Llc0.09%88,626$5,758,031$6,796,728+$1,038,697+18.04%
Envestnet Asset Management Inc0.00%82,908$5,596,289$6,358,215+$761,926+13.61%
Summit Financial, Llc0.07%81,531$5,297,040$6,252,612+$955,572+18.04%
Corigliano Investment Advisers, Llc1.96%77,400$5,028,678$5,935,806+$907,128+18.04%
Waldron Private Wealth Llc0.17%71,000$4,792,500$5,444,990+$652,490+13.61%
Susquehanna International Group, Llp0.01%69,604$4,522,172$5,337,931+$815,759+18.04%
Jane Street Group, Llc0.00%67,269$4,370,467$5,158,860+$788,393+18.04%
Cetera Investment Advisers0.00%62,560$4,064,508$4,797,726+$733,218+18.04%
J.W. Cole Advisors, Inc.0.07%59,126$3,990,979$4,534,373+$543,394+13.62%
Osaic Holdings, Inc.0.01%60,370$3,922,445$4,629,775+$707,330+18.03%
Annis Gardner Whiting Capital Advisors, Llc0.59%56,800$3,690,296$4,355,992+$665,696+18.04%
Advisors Asset Management, Inc.0.06%56,075$3,643,193$4,300,392+$657,199+18.04%
Gilman Hill Asset Management, Llc0.46%50,349$3,398,558$3,861,265+$462,707+13.61%
Mariner, Llc0.00%51,790$3,364,767$3,971,775+$607,008+18.04%

Frequently asked questions about SUN

  • Who owns the most SUN stock?

    The largest holders of SUN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SUNOCO LP (SUN).

  • Is SUN widely held by superinvestors?

    Many widely followed stocks like SUN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SUN is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.