Latest Period
Q1 2026
Security Snapshot
Sunoco LP - Partnership Interest (SUN) Institutional Ownership
CUSIP: 86765K109
13F Institutional Holders and Ownership History from Q3 2014 to Q1 2026
Institutions Reporting
294
Shares (Excl. Options)
67,260,714
Price
$64.97
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- Security type / class
- Equity / Partnership Interest
- Symbol
- SUN on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 67,260,714
- Total 13F value
- $4,371,940,996
- Portfolio coverage rank
- 0.01%
- Share change
- +1,184,113
- Value change
- +$78,200,394
- Number of holders
- 294
- Shares outstanding
- 136,267,569
- SEC-reported price per share
- $67.88
- Insider filing price
- $67.88
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SUN - Sunoco LP - Partnership Interest is tracked under CUSIP 86765K109.
- 294 institutions reported positions in Q1 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 272 to 294 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $3,468,600,462 to $4,371,940,996.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 294 institutions filings for Q1 2026.
Security key
86765K109
Latest holder period
Q1 2026
13F holders
294
13D/G owners
2
CIK / CUSIP context first
Open Q1 2026 holders
SUN full holder history
Sunoco LP SEC filings
Sunoco LP company facts
Sunoco LP insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 86765K109:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
SUN
| 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. | 6.5% | +36% | $575,464,758 | +$696,024 | 8,857,392 | +0.12% | Invesco Ltd. | 31 Mar 2026 |
As of 31 Mar 2026, 294 institutional investors reported holding 67,260,714 shares of Sunoco LP - Partnership Interest (SUN). This represents 49% of the company’s total 136,267,569 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
46%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| ALPS ADVISORS INC | 18% | 24,671,391 | -0.74% | 7.5% | $1,602,900,273 |
| Invesco Ltd. | 6.5% | 8,857,392 | +0.12% | 0.09% | $575,464,759 |
| GOLDMAN SACHS GROUP INC | 4.1% | 5,528,643 | -5.7% | 0.05% | $359,195,945 |
| FMR LLC | 2.7% | 3,637,014 | +97% | 0.01% | $236,296,799 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2.4% | 3,226,334 | +4.7% | 0.28% | $209,614,920 |
| Energy Income Partners, LLC | 1.4% | 1,901,251 | -2.8% | 2% | $123,524,278 |
| COOPERMAN LEON G | 1.2% | 1,620,000 | 0% | 3.5% | $105,251,400 |
| JPMORGAN CHASE & CO | 1.1% | 1,504,690 | -7.5% | 0.01% | $99,791,099 |
| MORGAN STANLEY | 0.82% | 1,111,826 | -32% | 0% | $72,235,336 |
| Recurrent Investment Advisors LLC | 0.75% | 1,027,877 | +51% | 4% | $66,781,167 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 0.71% | 972,935 | +34% | 5.9% | $63,211,587 |
| UBS Group AG | 0.7% | 959,732 | -0.74% | 0.01% | $62,353,788 |
| Blackstone Inc. | 0.66% | 894,358 | -63% | 0.24% | $58,106,439 |
| MILLER HOWARD INVESTMENTS INC /NY | 0.6% | 816,233 | +18% | 1.4% | $53,030,667 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 0.6% | 815,498 | +1.9% | 0.55% | $52,982,905 |
| BARCLAYS PLC | 0.58% | 794,590 | +36% | 0.02% | $51,624,512 |
| Fractal Investments LLC | 0.45% | 616,542 | 0% | 4.7% | $40,056,734 |
| BOWEN HANES & CO INC | 0.44% | 600,000 | 0% | 0.95% | $38,982,000 |
| NEUBERGER BERMAN GROUP LLC | 0.42% | 576,447 | -2% | 0.03% | $37,451,763 |
| Adams Asset Advisors, LLC | 0.42% | 565,822 | -1% | 4.1% | $36,761,455 |
| RAYMOND JAMES FINANCIAL INC | 0.28% | 383,853 | +0.35% | 0.01% | $24,938,929 |
| Allianz Asset Management GmbH | 0.24% | 328,315 | +179% | 0.02% | $21,330,626 |
| CITIGROUP INC | 0.18% | 238,569 | +15% | 0.01% | $15,499,828 |
| WELLS FARGO & COMPANY/MN | 0.16% | 223,259 | +11% | 0% | $14,505,123 |
| BANK OF AMERICA CORP /DE/ | 0.15% | 204,609 | +32% | 0% | $13,293,465 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
47
Latest
Q1 2026
Rows shown
1-25 of 47
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 67,260,714 | $4,371,940,996 | +$78,200,394 | $64.97 | 294 |
| 2025 Q4 | 66,167,118 | $3,468,600,462 | +$109,597,756 | $52.41 | 272 |
| 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 |