Sunoco LP (SUN) Institutional Ownership

Ownership Summary

The institutional landscape for Sunoco LP (NYSE:SUN) includes 257 filers as of the latest reporting cycle ending December 2025.

• These investors collectively held 27.8% of the company's total shares outstanding in December 2025, down from 31.4% in September 2025.
• Quarterly data indicates a 6.27% shift in institutional share volume, and the annual owner count reflects a decrease of 3.02%.
• During the quarter, 98 institutions bought more Sunoco shares, 71 sold shares, and 88 of the 257 total investors held their position steady.
• Collectively, institutional investors increased their stake in Sunoco to 56.72Mn shares as of December 2025, a change that is up by 3.34Mn shares quarter on quarter and down 3.72Mn shares year over year.
• ALPS ADVISORS INC continues to be the largest institutional holder of Sunoco as of December 31, 2025, with a position of 24.86Mn shares, representing 12.19% of the company's outstanding stock.
• Among the most significant buyers of Sunoco during December 2025 were FMR LLC (1.48Mn), JPMORGAN CHASE & CO (1.18Mn), ALPS ADVISORS INC (766.78K), MORGAN STANLEY (617.70K), Blackstone Inc. (550.62K).
• Leading sellers of Sunoco stock in December 2025 included TORTOISE CAPITAL ADVISORS, L.L.C. (656.24K), GOLDMAN SACHS GROUP INC (534.03K), Recurrent Investment Advisors LLC (255.51K), Neuberger Berman Group LLC (125.17K), HRT FINANCIAL LP (98.83K).
• The top 10 institutional holders of Sunoco for the quarter ending December 2025 included ALPS ADVISORS INC (24.86Mn), GOLDMAN SACHS GROUP INC (5.86Mn), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. (3.08Mn), Blackstone Inc. (2.43Mn), Energy Income Partners, LLC (1.96Mn), FMR LLC (1.85Mn), MORGAN STANLEY (1.64Mn), JPMORGAN CHASE & CO (1.63Mn), COOPERMAN LEON G (1.62Mn), UBS Group AG (966.88K).