Sunoco LP - Partnership Interest (SUN) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2014 to Q4 2025

Type / Class
Equity / Partnership Interest
Symbol
SUN on NYSE
Shares outstanding
188,227,213
Price per share
$57.27
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
43,061,041
Total reported value
$2,257,391,702
% of total 13F portfolios
0%
Share change
+596,119
Value change
+$33,408,646
Number of holders
219
Price from insider filings
$57.27
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Sunoco LP - Partnership Interest (SUN) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
ALPS ADVISORS INC 12% -22% $1,302,724,306 +$40,187,222 24,856,265 +3.2% ALPS Advisors, Inc. 31 Dec 2025
Invesco Ltd. 4.7% $506,649,306 8,846,679 Invesco Ltd. 31 Dec 2025

As of 31 Dec 2025, 219 institutional investors reported holding 43,061,041 shares of Sunoco LP - Partnership Interest (SUN). This represents 23% of the company’s total 188,227,213 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Sunoco LP - Partnership Interest (SUN) together control 22% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
ALPS ADVISORS INC 13% 24,856,265 +3.2% 7.6% $1,302,716,849
GOLDMAN SACHS GROUP INC 3.1% 5,861,688 -8.3% 0.04% $307,211,076
MORGAN STANLEY 0.87% 1,639,420 +60% 0.01% $85,922,008
JPMORGAN CHASE & CO 0.86% 1,626,278 +267% 0.01% $85,233,277
UBS Group AG 0.51% 966,882 -6.1% 0.01% $50,674,285
MILLER HOWARD INVESTMENTS INC /NY 0.37% 689,269 -0.81% 1.1% $36,124,586
Recurrent Investment Advisors LLC 0.36% 678,623 -27% 2.8% $35,566,631
Fractal Investments LLC 0.33% 616,542 0% 4.5% $32,312,966
BOWEN HANES & CO INC 0.32% 600,000 0% 0.79% $31,446,000
NEUBERGER BERMAN GROUP LLC 0.31% 588,129 -18% 0.02% $30,823,844
BARCLAYS PLC 0.31% 582,140 -2% 0.01% $30,509,957
Adams Asset Advisors, LLC 0.3% 571,547 0% 3.9% $29,954,778
CHICKASAW CAPITAL MANAGEMENT LLC 0.12% 227,298 -0.5% 0.49% $11,913,000
CITIGROUP INC 0.11% 206,856 -16% 0.01% $10,841,323
WELLS FARGO & COMPANY/MN 0.11% 201,360 +25% 0% $10,553,319
LPL Financial LLC 0.1% 179,123 -8.8% 0% $9,387,856
Kercheville Advisors, LLC 0.08% 154,083 +0% 2.4% $8,784,282
HENNESSY ADVISORS INC 0.08% 145,100 -6.1% 0.27% $7,604,691
CIBC Private Wealth Group LLC 0.08% 142,135 +0.06% 0.01% $7,449,295
Texas Yale Capital Corp. 0.07% 130,696 +7.4% 0.21% $6,849,777
Sanctuary Advisors, LLC 0.07% 129,310 -2.3% 0.04% $6,777,145
EXCHANGE TRADED CONCEPTS, LLC 0.07% 126,679 +17% 0.06% $6,639,246
Allianz Asset Management GmbH 0.06% 117,800 0% 0.01% $6,173,898
Summit Financial, LLC 0.05% 93,206 +0.03% 0.07% $4,884,910
Waldron Private Wealth LLC 0.04% 71,000 0% 0.15% $3,721,110

Institutional Holders of Sunoco LP - Partnership Interest (SUN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 43,061,041 $2,257,391,702 +$33,408,646 $52.41 219
2025 Q3 64,036,070 $3,204,325,506 +$34,871,584 $50.01 272
2025 Q2 63,273,059 $3,390,855,775 +$69,056,743 $53.59 273
2025 Q1 60,993,185 $3,540,304,824 +$114,811,034 $58.06 284
2024 Q4 60,421,264 $3,109,110,248 +$146,170,796 $51.44 267
2024 Q3 57,822,534 $3,103,912,167 -$25,959,870 $53.68 272
2024 Q2 58,301,242 $3,296,417,357 +$1,872,582,244 $56.54 272
2024 Q1 20,895,469 $1,259,546,639 -$192,039,918 $60.29 208
2023 Q4 24,293,088 $1,455,792,857 +$313,094,745 $59.93 209
2023 Q3 19,203,218 $939,995,398 +$71,327,423 $48.95 186
2023 Q2 17,719,177 $771,843,630 +$2,019,304 $43.56 187
2023 Q1 17,680,477 $776,027,891 +$20,894,520 $43.89 178
2022 Q4 17,253,285 $743,199,018 +$38,834,761 $43.10 173
2022 Q3 16,227,059 $632,957,256 -$24,150,608 $38.97 161
2022 Q2 16,822,413 $627,030,366 -$8,700,098 $37.25 161
2022 Q1 17,266,069 $705,440,124 -$9,535,888 $40.84 162
2021 Q4 17,291,127 $705,880,380 -$14,291,925 $40.83 157
2021 Q3 17,607,879 $657,161,977 -$36,689,831 $37.32 144
2021 Q2 18,574,947 $700,112,525 -$75,916,308 $37.70 146
2021 Q1 20,712,879 $659,808,517 -$75,808,844 $31.84 130
2020 Q4 23,167,270 $666,796,980 -$24,326,208 $28.78 132
2020 Q3 24,042,689 $586,472,186 -$23,019,179 $24.39 129
2020 Q2 25,003,292 $570,977,207 -$9,983,568 $22.83 133
2020 Q1 25,586,548 $399,987,790 -$53,386,916 $15.64 124
2019 Q4 27,621,580 $845,320,056 -$17,680,497 $30.60 148
2019 Q3 28,052,469 $882,185,913 -$11,669,462 $31.45 125
2019 Q2 28,438,659 $889,582,729 +$482,445,203 $31.28 131
2019 Q1 28,644,653 $892,604,004 -$16,323,121 $31.16 123
2018 Q4 29,360,435 $798,386,764 +$8,447,478 $27.19 124
2018 Q3 28,825,111 $851,838,824 +$17,331,840 $29.55 129
2018 Q2 28,285,314 $706,012,489 -$28,347,868 $24.96 128
2018 Q1 29,404,909 $750,122,448 -$49,103,326 $25.51 109
2017 Q4 29,691,756 $843,357,200 +$13,794,586 $28.40 119
2017 Q3 30,495,168 $947,743,870 +$1,098,554 $31.10 107
2017 Q2 30,478,245 $932,931,352 +$141,975,534 $30.61 113
2017 Q1 25,952,466 $627,472,610 -$89,932,029 $24.17 107
2016 Q4 29,571,516 $795,202,458 -$177,086,352 $26.89 120
2016 Q3 35,808,959 $1,038,731,053 -$125,961,071 $29.01 117
2016 Q2 40,020,291 $1,198,568,429 +$201,718,387 $29.95 115
2016 Q1 33,110,565 $1,086,693,279 -$25,710,871 $33.13 103
2015 Q4 33,742,122 $1,306,559,449 +$494,980,731 $39.61 107
2015 Q3 20,475,451 $693,153,837 +$169,239,548 $33.85 97
2015 Q2 15,310,294 $693,543,933 +$19,226,689 $45.30 90
2015 Q1 14,901,896 $765,177,504 +$45,236,933 $51.35 96
2014 Q4 13,418,398 $667,812,815 +$596,397,247 $49.77 75
2014 Q3 107,041 $5,887,000 +$5,887,000 $54.91 2