Sunoco SUN Institutional Ownership

NYSE SUN

$73.90 +0.78 (+1.07%)

As of: Sep 23, 2026 · 11:19 AM EDT

Institutions by Trading Activity

301 Institutions

Increased 115 38.2%

Unchanged 104 34.6%

Reduced 82 27.2%

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

70.59Mn held outside 13F filers

Institutional Investors

301

filed 13F for Jun 2026

▲+11 vs prior quarter

Net Shares Added (QoQ)

+236.02K

accumulated since last quarter

Value of Holdings

$4.85Bn

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 301 institutional investors with active 13F positions as of June 2026.

They owned 48.4% of outstanding stock in June 2026, down from 48.5% the prior quarter.
They increased total shares held in Sunoco by 0.36% from last quarter, and the number of investors in SUN increased 9.06% annually.
Of these 301 funds, 115 grew their exposure to Sunoco, 82 cut back, and 104 maintained positions.
Combined, these investors held 66.3Mn shares in SUN for June 2026, up by 236.02K shares quarter on quarter, and up 1.74Mn shares year over year.
ALPS ADVISORS INC is the top holder of Sunoco as of June 30, 2026, with 24.44Mn shares representing 17.85% of outstanding stock.
The largest buyers of Sunoco 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 biggest sellers of Sunoco for the quarter ending June 2026 included 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).
Per Business Quant, the top 10 investors in SUN for the quarter ending June 2026 include 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

300 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 300 holders