Security key
86765K109
- Security type / class
- Equity / Partnership Interest
- Total 13F shares
- 25,003,292
- Total 13F value
- $570,977,207
- Share change
- -598,600
- Put/Call ratio
- 35%
- SEC-reported price per share
- $22.83
- Number of holders
- 133
- Value change
- -$9,983,568
- Number of buys
- 64
- Number of sells
- 51
- Shares outstanding
- 136,267,569
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2020
Institutions
133
Top holders
10
SUN full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2020
Previous quarter: Q1 2020
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
Invesco Ltd.
Disclosed value leader
Invesco Ltd.
Comparable rows
15/15
Latest evidence
31 Mar 2020
13F
Lead comparable stake: 11%
Showing 1-6 of 15 holder rows.
Quick read
Invesco Ltd. leads the comparable SEC ownership view at 11%.
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.
Open SEC evidence
Opens Invesco Ltd.'s linked filing trail.
Comparable ownership
Top 5
Invesco Ltd.
11%
MORGAN STANLEY
2%
GOLDMAN SACHS GROUP INC
1.5%
Clearbridge Investments, LLC
0.56%
UBS Group AG
0.38%
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 |
|---|---|---|---|---|---|
| Invesco Ltd. |
13F
Company
|
11%
|
$227,180,000
14,525,584 shares
|
— | 31 Mar 2020 |
| MORGAN STANLEY |
13F
Company
|
2%
|
$42,338,000
2,706,956 shares
|
— | 31 Mar 2020 |
| GOLDMAN SACHS GROUP INC |
13F
Company
|
1.5%
|
$31,237,000
1,997,249 shares
|
— | 31 Mar 2020 |
| Clearbridge Investments, LLC |
13F
Company
|
0.56%
|
$11,876,000
759,354 shares
|
— | 31 Mar 2020 |
| UBS Group AG |
13F
Company
|
0.38%
|
$8,009,000
512,081 shares
|
— | 31 Mar 2020 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO |
13F
Company
|
0.33%
|
$7,121,000
455,335 shares
|
— | 31 Mar 2020 |
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 Q2 2020
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
133
Shares
25,003,292
Rows available
133
| 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 Q2 2020 vs Q1 2020 Across Filers
Q1 2020 holders
124
Q2 2020 holders
133
Holder diff
9
| Investor | Q1 2020 Shares | Q2 2020 Shares | Share Diff | Share Chg % | Q1 2020 value | Q2 2020 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend