- Type / Class
- Equity / Partnership Interest
- Shares outstanding
- 188,227,213
- Total 13F shares
- 15,546
- Share change
- -4,437
- Total reported value
- $1,008,726
- Price per share
- $64.97
- Number of holders
- 7
- Value change
- -$285,712
- Number of sells
- 2
Quarterly Holders Quick Answers
What is CUSIP 86765K109?
CUSIP 86765K109 identifies SUN - Sunoco LP - Partnership Interest in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Related Filing Research
- Latest 13F filings for newly reported positions.
- Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
- Latest 10-Q/10-K reports for financial context tied to this issuer.
- Recent insider transactions for executive and insider activity.
- SEC investors directory and top value investors for manager drilldown.
- Back to full security ownership history.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
- Previous quarter: Q4 2025
Recent filing periods for CUSIP 86765K109:
Top shareholders of SUN - Sunoco LP - Partnership Interest (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| ALPS ADVISORS INC |
13D/G
13F
|
Company |
12%
|
24,856,265
|
$1,302,724,306 | +$40,187,222 | 31 Dec 2025 | |
| Invesco Ltd. |
13D/G
13F
|
Company |
4.7%
|
8,846,679
|
$506,649,306 | $0 | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
3.1%
|
5,861,688
|
$307,211,076 | — | 31 Dec 2025 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13F
|
Company |
1.6%
|
3,081,035
|
$161,477,044 | — | 31 Dec 2025 | |
| Blackstone Inc. |
13F
|
Company |
1.3%
|
2,434,594
|
$127,597,072 | — | 31 Dec 2025 | |
| Energy Income Partners, LLC |
13F
|
Company |
1%
|
1,955,895
|
$102,508,457 | — | 31 Dec 2025 | |
| FMR LLC |
13F
|
Company |
0.98%
|
1,848,337
|
$96,871,342 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.87%
|
1,639,420
|
$85,922,008 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.86%
|
1,626,278
|
$85,233,277 | — | 31 Dec 2025 | |
| Leon G. Cooperman |
13F
|
Individual |
0.86%
|
1,620,000
|
$84,904,200 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.51%
|
966,882
|
$50,674,285 | — | 31 Dec 2025 | |
| TORTOISE CAPITAL ADVISORS, L.L.C. |
13F
|
Company |
0.43%
|
800,665
|
$41,962,852 | — | 31 Dec 2025 | |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC |
13F
|
Company |
0.39%
|
725,366
|
$38,016,432 | — | 31 Dec 2025 | |
| MILLER HOWARD INVESTMENTS INC /NY |
13F
|
Company |
0.37%
|
689,269
|
$36,124,586 | — | 31 Dec 2025 | |
| Recurrent Investment Advisors LLC |
13F
|
Company |
0.36%
|
678,623
|
$35,566,631 | — | 31 Dec 2025 | |
| Fractal Investments LLC |
13F
|
Company |
0.33%
|
616,542
|
$32,312,966 | — | 31 Dec 2025 | |
| BOWEN HANES & CO INC |
13F
|
Company |
0.32%
|
600,000
|
$31,446,000 | — | 31 Dec 2025 | |
| Neuberger Berman Group LLC |
13F
|
Company |
0.31%
|
588,129
|
$30,823,844 | — | 31 Dec 2025 | |
| Joseph Kim |
3/4/5
|
President & CEO, Director |
—
mixed-class rows
|
646,788
mixed-class rows
|
$30,810,646 | — | 05 Dec 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.31%
|
582,140
|
$30,509,957 | — | 31 Dec 2025 | |
| Adams Asset Advisors, LLC |
13F
|
Company |
0.3%
|
571,547
|
$29,954,778 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.2%
|
382,521
|
$20,047,908 | — | 31 Dec 2025 | |
| Karl R. Fails |
3/4/5
|
EVP & Chief Operations Officer |
—
mixed-class rows
|
308,252
mixed-class rows
|
$14,898,951 | — | 05 Dec 2025 | |
| CHICKASAW CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.12%
|
227,298
|
$11,913,000 | — | 31 Dec 2025 | |
| CITIGROUP INC |
13F
|
Company |
0.11%
|
206,856
|
$10,841,323 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.11%
|
201,360
|
$10,553,319 | — | 31 Dec 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.1%
|
179,123
|
$9,387,856 | — | 31 Dec 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.09%
|
177,668
|
$9,312,000 | — | 31 Dec 2025 | |
| HUB Investment Partners, LLC |
13F
|
Company |
0.09%
|
170,371
|
$8,929,141 | — | 31 Dec 2025 | |
| Kercheville Advisors, LLC |
13F
|
Company |
0.08%
|
154,083
|
$8,784,282 | — | 31 Dec 2025 | |
| Brian A. Hand |
3/4/5
|
EVP-Chief Sales Officer |
—
mixed-class rows
|
180,873
mixed-class rows
|
$8,749,087 | — | 05 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.08%
|
155,020
|
$8,124,593 | — | 31 Dec 2025 | |
| HENNESSY ADVISORS INC |
13F
|
Company |
0.08%
|
145,100
|
$7,604,691 | — | 31 Dec 2025 | |
| CIBC Private Wealth Group LLC |
13F
|
Company |
0.08%
|
142,135
|
$7,449,295 | — | 31 Dec 2025 | |
| Christopher Curia |
3/4/5
|
EVP - Human Resources, Director |
—
class O/S missing
|
129,828
|
$6,979,294 | — | 08 Dec 2023 | |
| Texas Yale Capital Corp. |
13F
|
Company |
0.07%
|
130,696
|
$6,849,777 | — | 31 Dec 2025 | |
| Sanctuary Advisors, LLC |
13F
|
Company |
0.07%
|
129,310
|
$6,777,145 | — | 31 Dec 2025 | |
| EXCHANGE TRADED CONCEPTS, LLC |
13F
|
Company |
0.07%
|
126,679
|
$6,639,246 | — | 31 Dec 2025 | |
| Waverly Advisors, LLC |
13F
|
Company |
0.07%
|
125,451
|
$6,574,888 | — | 31 Dec 2025 | |
| Allianz Asset Management GmbH |
13F
|
Company |
0.06%
|
117,800
|
$6,173,898 | — | 31 Dec 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.06%
|
114,594
|
$6,005,872 | — | 31 Dec 2025 | |
| Austin Harkness |
3/4/5
|
EVP, Chief Commercial Officer |
—
mixed-class rows
|
114,510
mixed-class rows
|
$5,351,965 | — | 05 Dec 2025 | |
| Susquehanna Portfolio Strategies, LLC |
13F
|
Company |
0.05%
|
100,364
|
$5,260,077 | — | 31 Dec 2025 | |
| Summit Financial, LLC |
13F
|
Company |
0.05%
|
93,206
|
$4,884,910 | — | 31 Dec 2025 | |
| Arnold Dodderer |
3/4/5
|
GC & Asst. Sec. |
—
class O/S missing
|
89,890
|
$4,832,307 | — | 08 Dec 2023 | |
| Alison Gladwin |
3/4/5
|
SVP, Marketing & Admin. |
—
class O/S missing
|
80,611
|
$4,333,486 | — | 05 Dec 2023 | |
| Matthew S. Ramsey |
3/4/5
|
Director |
—
class O/S missing
|
77,830
|
$4,183,985 | — | 14 Dec 2021 | |
| Waldron Private Wealth LLC |
13F
|
Company |
0.04%
|
71,000
|
$3,721,110 | — | 31 Dec 2025 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
0.03%
|
61,326
|
$3,203,616 | — | 31 Dec 2025 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.03%
|
57,642
|
$3,021,017 | — | 31 Dec 2025 |
Institutional Holders of Sunoco LP - Partnership Interest (SUN) as of Q1 2026
As of 31 Mar 2026,
Sunoco LP - Partnership Interest (SUN) was held by
7 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
15,546 shares.
The largest 8 holders included
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, U.S. Capital Wealth Advisors, LLC, Crumly & Associates Inc., Farther Finance Advisors, LLC, CoreCap Advisors, LLC, Rosenberg Matthew Hamilton, Coastline Trust Co, and Hilltop National Bank.
This page lists
8
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
271
Q1 2026 holders
7
Holder diff
-264
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.