Sunoco SUN Institutional Ownership

NYSE SUN

$76.41 -0.58 (-0.75%)

At close: Sep 2, 2026 · 4:00 PM EDT

Institutions by Trading Activity

299 Institutions

Increased 115 38.5%

Unchanged 102 34.1%

Reduced 82 27.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

48.43%

▼-0.09 pp QoQ

Shares Held by Institutions

66.30Mn

of 136.90Mn outstanding

▲+0.36% QoQ

Shares Outstanding

136.90Mn

70.60Mn held outside 13F filers

Institutional Investors

299

filed 13F for Jun 2026

▲+10 vs prior quarter

Net Shares Added (QoQ)

+236.02K

accumulated since last quarter

Value of Holdings

$5.10Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Sunoco LP (NYSE:SUN) has 299 institutional investors that have filed 13F reports for the period ending June 2026.

Their combined ownership stood at 48.4% of outstanding shares in June 2026, down from 48.5% in March 2026.
Their total shares held in SUN increased 0.36% from the prior quarter, while the number of investors in Sunoco increased 8.33% year over year.
Activity in SUN broke down as 115 buyers, 82 sellers, and 102 unchanged among 299 total holders.
Altogether, these fund groups held 66.3Mn shares in SUN by June 2026, up by 236.02K shares quarter on quarter, and up 1.74Mn shares year over year.
As of June 30, 2026, the biggest holder of Sunoco is ALPS ADVISORS INC at 24.44Mn shares, representing 17.85% of shares outstanding.
Leading buyers of Sunoco shares for the quarter ending June 2026 were Morgan Stanley (1.45Mn), BOWEN HANES & CO INC (600.0K), Goldman Sachs Group Inc (213.87K), MILLER HOWARD INVESTMENTS INC /NY (157.88K), Jpmorgan Chase & Co (129.58K).
The largest sales of SUN for the quarter ending June 2026 came from COOPERMAN LEON G (1.39Mn), FMR LLC (1.05Mn), ALPS ADVISORS INC (235.92K), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. (215.29K), Energy Income Partners, LLC (132.47K).
Business Quant data shows the 10 biggest positions in Sunoco as of June 2026 are held by ALPS ADVISORS INC (24.44Mn), Invesco Ltd. (8.85Mn), Goldman Sachs Group Inc (5.74Mn), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. (3.01Mn), FMR LLC (2.59Mn), Morgan Stanley (2.56Mn), Energy Income Partners, LLC (1.77Mn), Jpmorgan Chase & Co (1.63Mn), Recurrent Investment Advisors LLC (1.15Mn), UBS Group AG (1.06Mn).

Form 13F Holdings

299 Institutional Holders

Report period 30 Jun, 2026

Total shares held 66.30Mn

Of outstanding 48.43%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	ALPS ADVISORS INC	0001376113	24,435,476	17.85%	▼235,915	-0.96%	$1.65Bn
2	Invesco Ltd.	0000914208	8,848,627	6.46%	▼8,765	-0.10%	$597.28Mn
3	Goldman Sachs Group Inc	0000886982	5,742,514	4.19%	▲213,871	+3.87%	$387.62Mn
4	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	0001705339	3,011,045	2.20%	▼215,289	-6.67%	$203.25Mn
5	FMR LLC	0000315066	2,587,682	1.89%	▼1,049,332	-28.85%	$174.67Mn
6	Morgan Stanley	0000895421	2,559,034	1.87%	▲1,447,208	+130.16%	$172.73Mn
7	Energy Income Partners, LLC	0001388814	1,768,784	1.29%	▼132,467	-6.97%	$119.39Mn
8	Jpmorgan Chase & Co	0000019617	1,634,270	1.19%	▲129,580	+8.61%	$112.05Mn
9	Recurrent Investment Advisors LLC	0001803146	1,149,434	0.84%	▲121,557	+11.83%	$77.59Mn
10	UBS Group AG	0001610520	1,059,451	0.77%	▲99,719	+10.39%	$71.51Mn
11	INFRASTRUCTURE CAPITAL ADVISORS, LLC	0001621802	995,794	0.73%	▲22,859	+2.35%	$67.22Mn
12	MILLER HOWARD INVESTMENTS INC /NY	0000903947	974,109	0.71%	▲157,876	+19.34%	$65.75Mn
13	Blackstone Inc.	0001393818	854,595	0.62%	▼39,763	-4.45%	$57.69Mn
14	TORTOISE CAPITAL ADVISORS, L.L.C.	0001280965	778,973	0.57%	▼36,525	-4.48%	$52.58Mn
15	Barclays Plc	0000312069	692,085	0.51%	▼102,505	-12.90%	$46.72Mn
16	Fractal Investments LLC	0001843590	682,002	0.50%	▲65,460	+10.62%	$46.04Mn
17	BOWEN HANES & CO INC	0001077583	600,000	0.44%	▲600,000	0.00%	$38.98Mn
18	Neuberger Berman Group LLC	0001465109	579,385	0.42%	▲2,938	+0.51%	$39.11Mn
19	Adams Asset Advisors, LLC	0001386929	565,822	0.41%	0	0.00%	$38.19Mn
20	Raymond James Financial Inc	0000720005	377,488	0.28%	▼6,365	-1.66%	$25.48Mn

Showing 1 to 20 of 299 holders