Security key
86765K109
- Security type / class
- Equity / Partnership Interest
- Total 13F shares
- 29,360,435
- Total 13F value
- $798,386,764
- Share change
- +359,054
- Put/Call ratio
- 74%
- SEC-reported price per share
- $27.19
- Number of holders
- 124
- Value change
- +$8,447,478
- Number of buys
- 52
- Number of sells
- 58
- Shares outstanding
- 136,267,569
Holder snapshot
7 signals
Show 1 more signal
Security identity
1 source field
Report period
Q4 2018
Institutions
124
Top holders
10
SUN full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2019
Previous quarter: Q3 2018
Sunoco LP SEC filings
Sunoco LP company facts
Broader feeds
Reporting periods
Holder history for CUSIP 86765K109
Recent filing periods:
Ownership snapshot
Top reported holders of SUN - Sunoco LP - Partnership Interest (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
OppenheimerFunds, Inc.
Disclosed value leader
OppenheimerFunds, Inc.
Comparable rows
15/15
Latest evidence
30 Sep 2018
13F
Lead comparable stake: 10%
Showing 1-6 of 15 holder rows.
Quick read
OppenheimerFunds, Inc. leads the comparable SEC ownership view at 10%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Comparable ownership
Top 5
OppenheimerFunds, Inc.
10%
GOLDMAN SACHS GROUP INC
3.7%
JPMORGAN CHASE & CO
1.3%
DUFF & PHELPS INVESTMENT MANAGEME...
0.59%
MORGAN STANLEY
0.39%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| OppenheimerFunds, Inc. |
13F
Company
|
10%
|
$422,441,000
14,295,800 shares
|
— | 30 Sep 2018 |
| GOLDMAN SACHS GROUP INC |
13F
Company
|
3.7%
|
$150,886,000
5,106,139 shares
|
— | 30 Sep 2018 |
| JPMORGAN CHASE & CO |
13F
Company
|
1.3%
|
$50,637,000
1,713,603 shares
|
— | 30 Sep 2018 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO |
13F
Company
|
0.59%
|
$23,581,000
798,000 shares
|
— | 30 Sep 2018 |
| MORGAN STANLEY |
13F
Company
|
0.39%
|
$15,816,000
535,230 shares
|
— | 30 Sep 2018 |
| UBS Group AG |
13F
Company
|
0.38%
|
$15,261,000
516,466 shares
|
— | 30 Sep 2018 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2018
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
124
Shares
29,360,435
Rows available
124
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2018 vs Q3 2018 Across Filers
Q3 2018 holders
129
Q4 2018 holders
124
Holder diff
-5
| Investor | Q3 2018 Shares | Q4 2018 Shares | Share Diff | Share Chg % | Q3 2018 value | Q4 2018 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend