Sunoco LP (SUN) — Institutional Holders, Q2 2026
306 institutional investment managers reported a SUN position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SUN in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- MORGAN STANLEYAdded · +1,447,208 sh+$97.7M
- GOLDMAN SACHS GROUPAdded · +213,871 sh+$14.4M
- MILLER HOWARD INVESTMENTSAdded · +157,876 sh+$10.7M
- JPMORGAN CHASEAdded · +129,580 sh+$8.7M
- Recurrent Investment AdvisorsAdded · +121,557 sh+$8.2M
Biggest sellers
- COOPERMAN LEON GTrimmed · -1,394,006 sh-$94.1M
- FMRTrimmed · -1,049,332 sh-$70.8M
- ALPS ADVISORSTrimmed · -235,915 sh-$15.9M
- MIRAE ASSET GLOBAL ETFS Ltd.Trimmed · -215,289 sh-$14.5M
- HENNESSY ADVISORSSold out · -140,200 sh-$9.5M
SUN 13F holders ranked 1–100 of 306
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | ALPS ADVISORS#1 · 24,435,476 sh | 24,435,476 | $1.6B | 7.73% | -1.0% |
| 2 | Invesco Ltd.#2 · 8,848,627 sh | 8,848,627 | $597.3M | 0.05% | -0.1% |
| 3 | GOLDMAN SACHS GROUP#3 · 5,742,514 sh | 5,742,514 | $387.6M | 0.03% | +3.9% |
| 4 | MIRAE ASSET GLOBAL ETFS Ltd.#4 · 3,011,045 sh | 3,011,045 | $203.2M | 0.24% | -6.7% |
| 5 | FMR#5 · 2,587,682 sh | 2,587,682 | $174.7M | <0.01% | -28.9% |
| 6 | MORGAN STANLEY#6 · 2,559,034 sh | 2,559,034 | $172.7M | <0.01% | +130.2% |
| 7 | Energy Income Partners#7 · 1,768,784 sh | 1,768,784 | $119.4M | 1.88% | -7.0% |
| 8 | JPMORGAN CHASE#8 · 1,634,270 sh | 1,634,270 | $112.0M | <0.01% | +8.6% |
| 9 | Recurrent Investment Advisors#9 · 1,149,434 sh | 1,149,434 | $77.6M | 4.82% | +11.8% |
| 10 | UBS Group AG#10 · 1,059,451 sh | 1,059,451 | $71.5M | <0.01% | +10.4% |
| 11 | INFRASTRUCTURE CAPITAL ADVISORS#11 · 995,794 sh | 995,794 | $67.2M | 3.93% | +2.3% |
| 12 | MILLER HOWARD INVESTMENTS#12 · 974,109 sh | 974,109 | $65.8M | — | +19.3% |
| 13 | Blackstone#13 · 854,595 sh | 854,595 | $57.7M | 0.15% | -4.4% |
| 14 | TORTOISE CAPITAL ADVISORS, L.L.C.#14 · 778,973 sh | 778,973 | $52.6M | 0.53% | -4.5% |
| 15 | BARCLAYS PLC#15 · 692,085 sh | 692,085 | $46.7M | <0.01% | -12.9% |
| 16 | Fractal Investments#16 · 682,002 sh | 682,002 | $46.0M | 5.31% | +10.6% |
| 17 | Neuberger Berman Group#17 · 579,385 sh | 579,385 | $39.1M | 0.03% | +0.5% |
| 18 | BOWEN HANES#18 · 600,000 sh | 600,000 | $39.0M | 0.95% | 0.0% |
| 19 | Adams Asset Advisors#19 · 565,822 sh | 565,822 | $38.2M | — | 0.0% |
| 20 | RAYMOND JAMES FINANCIAL#20 · 377,488 sh | 377,488 | $25.5M | <0.01% | -1.7% |
| 21 | Allianz Asset Management GmbH#21 · 369,073 sh | 369,073 | $24.9M | 0.02% | +12.4% |
| 22 | ING GROEP NV#22 · 267,000 sh | 267,000 | $18.0M | 0.09% | +62.8% |
| 23 | WALNUT PRIVATE EQUITY PARTNERS#23 · 242,100 sh | 242,100 | $16.3M | — | 0.0% |
| 24 | BANK OF AMERICA#24 · 237,704 sh | 237,704 | $16.0M | <0.01% | +16.2% |
| 25 | COOPERMAN LEON G#25 · 225,994 sh | 225,994 | $15.3M | 0.43% | -86.0% |
| 26 | ROYAL BANK OF CANADA#26 · 205,519 sh | 205,519 | $13.9M | <0.01% | +7.9% |
| 27 | WELLS FARGO & COMPANY#27 · 204,739 sh | 204,739 | $13.8M | <0.01% | -8.3% |
| 28 | CHICKASAW CAPITAL MANAGEMENT#28 · 192,465 sh | 192,465 | $13.0M | — | -5.2% |
| 29 | CITIGROUP#29 · 187,155 sh | 187,155 | $12.6M | <0.01% | -21.6% |
| 30 | HRT FINANCIAL#30 · 182,411 sh | 182,411 | $12.3M | 0.03% | +153.5% |
| 31 | LPL Financial#31 · 175,491 sh | 175,491 | $11.8M | <0.01% | -1.0% |
| 32 | Kercheville Advisors#32 · 159,086 sh | 159,086 | $10.7M | — | +3.2% |
| 33 | Sanctuary Advisors#33 · 155,101 sh | 155,101 | $10.5M | 0.05% | +0.3% |
| 34 | BNP PARIBAS FINANCIAL MARKETS#34 · 154,870 sh | 154,870 | $10.5M | <0.01% | +33.8% |
| 35 | CIBC Bancorp USA#35 · 148,090 sh | 148,090 | $10.0M | 0.01% | +4.7% |
| 36 | TCG Advisory Services#36 · 145,379 sh | 145,379 | $9.8M | 0.18% | +0.7% |
| 37 | Beacon Pointe Advisors#37 · 136,702 sh | 136,702 | $9.2M | 0.04% | -1.3% |
| 38 | Texas Yale Capital#38 · 134,896 sh | 134,896 | $9.1M | 0.20% | +1.3% |
| 39 | Waverly Advisors#39 · 133,448 sh | 133,448 | $9.0M | 0.05% | +1.1% |
| 40 | EXCHANGE TRADED CONCEPTS#40 · 106,281 sh | 106,281 | $7.2M | 0.03% | -11.9% |
| 41 | Susquehanna Portfolio Strategies#41 · 91,587 sh | 91,587 | $6.2M | 0.10% | +3.3% |
| 42 | THOROUGHBRED FINANCIAL SERVICES#42 · 86,000 sh | 86,000 | $5.8M | 0.28% | New |
| 43 | ENVESTNET ASSET MANAGEMENT#43 · 82,908 sh | 82,908 | $5.6M | <0.01% | +12.5% |
| 44 | Summit Financial#44 · 76,531 sh | 76,531 | $5.2M | 0.06% | -6.1% |
| 45 | Waldron Private Wealth#45 · 71,000 sh | 71,000 | $4.8M | 0.17% | 0.0% |
| 46 | OSAIC#46 · 62,593 sh | 62,593 | $4.2M | <0.01% | +3.7% |
| 47 | Cetera Investment Advisers#47 · 62,112 sh | 62,112 | $4.2M | <0.01% | -0.7% |
| 48 | J.W. COLE ADVISORS#48 · 59,126 sh | 59,126 | $4.0M | 0.07% | -2.2% |
| 49 | Advisors Asset Management#49 · 58,376 sh | 58,376 | $3.9M | 0.06% | +4.1% |
| 50 | KAYNE ANDERSON CAPITAL ADVISORS#50 · 57,396 sh | 57,396 | $3.9M | 0.08% | New |
| 51 | Annis Gardner Whiting Capital Advisors#51 · 56,800 sh | 56,800 | $3.8M | 0.58% | 0.0% |
| 52 | Mariner#52 · 52,636 sh | 52,636 | $3.6M | <0.01% | +1.6% |
| 53 | AlTi Global#53 · 51,254 sh | 51,254 | $3.5M | 0.07% | New |
| 54 | Gilman Hill Asset Management#54 · 50,349 sh | 50,349 | $3.4M | — | +3.7% |
| 55 | TORONTO DOMINION BANK#55 · 49,798 sh | 49,798 | $3.4M | <0.01% | New |
| 56 | Kestra Advisory Services#56 · 49,066 sh | 49,066 | $3.3M | 0.01% | -21.3% |
| 57 | Cresset Asset Management#57 · 47,416 sh | 47,416 | $3.2M | 0.01% | +0.6% |
| 58 | CAPTRUST FINANCIAL ADVISORS#58 · 45,344 sh | 45,344 | $3.1M | <0.01% | +2.2% |
| 59 | Sovereign Investment Advisors#59 · 43,522 sh | 43,522 | $2.9M | 0.55% | 0.0% |
| 60 | Crescent Grove Advisors#60 · 41,884 sh | 41,884 | $2.8M | — | +55.9% |
| 61 | Barnett & Company#61 · 37,883 sh | 37,883 | $2.6M | 1.89% | -4.3% |
| 62 | FIRST ADVISORS#62 · 37,191 sh | 37,191 | $2.5M | <0.01% | -8.2% |
| 63 | PARK CIRCLE#63 · 36,350 sh | 36,350 | $2.5M | 2.09% | 0.0% |
| 64 | Linscomb Wealth#64 · 35,058 sh | 35,058 | $2.4M | 0.10% | 0.0% |
| 65 | COMMONWEALTH EQUITY SERVICES#65 · 32,097 sh | 32,097 | $2.2M | <0.01% | +1.4% |
| 66 | NewEdge Advisors#66 · 31,305 sh | 31,305 | $2.1M | <0.01% | +259.7% |
| 67 | MidFirst Bank#67 · 30,500 sh | 30,500 | $2.1M | 0.15% | 0.0% |
| 68 | WESTWOOD GROUP#68 · 30,496 sh | 30,496 | $2.1M | 0.02% | -11.2% |
| 69 | STIFEL FINANCIAL#69 · 29,669 sh | 29,669 | $2.0M | <0.01% | -3.2% |
| 70 | Rockefeller Capital Management L.P.#70 · 28,856 sh | 28,856 | $1.9M | <0.01% | -0.4% |
| 71 | GLENMEDE NA#71 · 28,680 sh | 28,680 | $1.9M | <0.01% | -18.1% |
| 72 | TRUIST FINANCIAL#72 · 28,628 sh | 28,628 | $1.9M | <0.01% | +0.4% |
| 73 | MML INVESTORS SERVICES#73 · 27,888 sh | 27,888 | $1.9M | <0.01% | +239.1% |
| 74 | Zurich Insurance Group Ltd#74 · 27,200 sh | 27,200 | $1.8M | 0.01% | 0.0% |
| 75 | Empirical Asset Management#75 · 27,084 sh | 27,084 | $1.8M | 0.41% | -3.3% |
| 76 | HighTower Advisors#76 · 26,912 sh | 26,912 | $1.8M | <0.01% | +28.0% |
| 77 | ELCO Management#77 · 26,587 sh | 26,587 | $1.8M | — | -1.9% |
| 78 | Cambridge Investment Research Advisors#78 · 25,877 sh | 25,877 | $1.7M | <0.01% | -1.4% |
| 79 | VAN ECK ASSOCIATES#79 · 25,709 sh | 25,709 | $1.7M | <0.01% | -51.7% |
| 80 | AMERIPRISE FINANCIAL#80 · 25,204 sh | 25,204 | $1.7M | <0.01% | -27.2% |
| 81 | Bison Wealth#81 · 23,859 sh | 23,859 | $1.6M | — | +634.1% |
| 82 | DIVIDEND ASSETS CAPITAL#82 · 23,098 sh | 23,098 | $1.6M | 0.30% | +7.9% |
| 83 | Apollon Wealth Management#83 · 22,138 sh | 22,138 | $1.5M | — | -0.4% |
| 84 | Private Advisor Group#84 · 22,114 sh | 22,114 | $1.5M | <0.01% | +4.5% |
| 85 | Focus Partners Wealth#85 · 22,024 sh | 22,024 | $1.5M | <0.01% | +31.0% |
| 86 | CITADEL ADVISORS#86 · 21,633 sh | 21,633 | $1.5M | <0.01% | New |
| 87 | CASCADE INVESTMENT GROUP#87 · 21,580 sh | 21,580 | $1.5M | — | -1.4% |
| 88 | IHT Wealth Management#88 · 20,271 sh | 20,271 | $1.4M | 0.03% | +81.4% |
| 89 | AMERICAN FINANCIAL GROUP#89 · 20,000 sh | 20,000 | $1.4M | 0.48% | 0.0% |
| 90 | WEALTH ENHANCEMENT ADVISORY SERVICES#90 · 19,030 sh | 19,030 | $1.3M | — | +35.4% |
| 91 | Virtu Financial#91 · 18,971 sh | 18,971 | $1.3M | 0.04% | New |
| 92 | US BANCORP \DE\#92 · 18,884 sh | 18,884 | $1.3M | <0.01% | 0.0% |
| 93 | BlackRock#93 · 17,144 sh | 17,144 | $1.2M | 0.00% | 0.0% |
| 94 | Focus Financial Network#94 · 16,594 sh | 16,594 | $1.1M | — | -1.7% |
| 95 | CARY STREET PARTNERS FINANCIAL#95 · 16,569 sh | 16,569 | $1.1M | 0.02% | 0.0% |
| 96 | SRS Capital Advisors#96 · 16,129 sh | 16,129 | $1.1M | <0.01% | New |
| 97 | Jump Financial#97 · 15,900 sh | 15,900 | $1.1M | <0.01% | New |
| 98 | Austin Wealth Management#98 · 13,934 sh | 13,934 | $1.0M | 0.22% | New |
| 99 | Creative Planning#99 · 15,270 sh | 15,270 | $1.0M | <0.01% | -58.0% |
| 100 | Quad-Cities Investment Group#100 · 15,230 sh | 15,230 | $1.0M | — | +7.3% |
Funds that sold out of SUN in Q2 2026 (21)
Held SUN at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| HENNESSY ADVISORS140,200 sh | 140,200 | $9.1M |
| JANE STREET GROUP67,269 sh | 67,269 | $4.4M |
| GSA CAPITAL PARTNERS LLP8,525 sh | 8,525 | $554.0K |
| TWO SIGMA SECURITIES6,562 sh | 6,562 | $426.3K |
| BASSO CAPITAL MANAGEMENT, L.P.5,680 sh | 5,680 | $369.0K |
| VIRTUS ADVISERS4,380 sh | 4,380 | $284.6K |
| Kirkwood Financial Services4,215 sh | 4,215 | $273.8K |
| Merit Financial Group3,980 sh | 3,980 | $258.6K |
| PARTNERS WEALTH MANAGEMENT3,696 sh | 3,696 | $240.1K |
| Signal Advisors Wealth3,556 sh | 3,556 | $231.0K |
| Gateway Wealth Partners3,500 sh | 3,500 | $227.4K |
| Advisory Services Network2,835 sh | 2,835 | $184.2K |
| Western Wealth Management2,119 sh | 2,119 | $137.7K |
| RESOURCES MANAGEMENT /CT1,780 sh | 1,780 | $116.0K |
| Independence Bank of Kentucky1,022 sh | 1,022 | $66.4K |
| Ancora Advisors796 sh | 796 | $51.7K |
| Root Financial Partners625 sh | 625 | $40.6K |
| WOLFF WIESE MAGANA224 sh | 224 | $14.6K |
| Rossby Financial, LCC200 sh | 200 | $12.8K |
| Ronald Blue188 sh | 188 | $12.2K |
| True Link Financial Advisors63 sh | 63 | $4.1K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.