Security key
86765K109
- Security type / class
- Equity / Partnership Interest
- Total 13F shares
- 17,680,477
- Total 13F value
- $776,027,891
- Share change
- +472,786
- Put/Call ratio
- 44%
- SEC-reported price per share
- $43.89
- Number of holders
- 178
- Value change
- +$20,894,520
- Number of buys
- 80
- Number of sells
- 68
- Shares outstanding
- 136,267,569
Holder snapshot
7 signals
Show 1 more signal
Security identity
Who this page is about.
1 source field
Report period
Q1 2023
Institutions
178
Top holders
10
SUN full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2023
Previous quarter: Q4 2022
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 Dec 2022
13F
Lead comparable stake: 5.5%
Showing 1-6 of 15 holder rows.
Quick read
Invesco Ltd. leads the comparable SEC ownership view at 5.5%.
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
Invesco Ltd.
5.5%
GOLDMAN SACHS GROUP INC
1.1%
JPMORGAN CHASE & CO
0.99%
MORGAN STANLEY
0.61%
BOWEN HANES & CO INC
0.44%
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
|
5.5%
|
$324,849,441
7,537,110 shares
|
— | 31 Dec 2022 |
| GOLDMAN SACHS GROUP INC |
13F
Company
|
1.1%
|
$66,056,870
1,532,642 shares
|
— | 31 Dec 2022 |
| JPMORGAN CHASE & CO |
13F
Company
|
0.99%
|
$58,367,000
1,354,232 shares
|
— | 31 Dec 2022 |
| MORGAN STANLEY |
13F
Company
|
0.61%
|
$35,655,251
827,268 shares
|
— | 31 Dec 2022 |
| BOWEN HANES & CO INC |
13F
Company
|
0.44%
|
$25,860,000
600,000 shares
|
— | 31 Dec 2022 |
| Clearbridge Investments, LLC |
13F
Company
|
0.4%
|
$23,674,830
549,300 shares
|
— | 31 Dec 2022 |
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 Q1 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
178
Shares
17,680,477
Rows available
178
| 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 Q1 2023 vs Q4 2022 Across Filers
Q4 2022 holders
173
Q1 2023 holders
178
Holder diff
5
| Investor | Q4 2022 Shares | Q1 2023 Shares | Share Diff | Share Chg % | Q4 2022 value | Q1 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend