Sunoco SUN Institutional Ownership

TXSE SUN

$76.14 +0.61 (+0.81%)

As of: Oct 13, 2026 · 3:59 PM 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

▼-0.18% 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)

-118.42K

distributed since last quarter

Value of Holdings

$5.00Bn

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

Updated Oct 11, 2026

Sunoco LP (TXSE:SUN) counted 301 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

These investors held 48.43% of outstanding shares in Q2 2026, down from 48.52% the quarter before.
Total holdings of SUN shares fell 0.18% from Q1 2026, and the holder count rose 9.45% from Q2 2025.
Looking at the 301 holders of SUN individually, 115 added to their positions, 82 reduced their stakes and 104 left their positions unchanged.
In total, institutional investors held 66.3Mn shares of Sunoco at the end of Q2 2026, down 118.42K from the prior quarter and up 4.16Mn from a year earlier.
As of June 30, 2026, ALPS Advisors Inc held the largest stake in Sunoco with 24.44Mn shares, or 17.85% of shares outstanding.
Among holders that already owned Sunoco, the biggest buyers in Q2 2026 were Morgan Stanley (+1.45Mn shares), Goldman Sachs Group Inc (+213.87K shares), Miller Howard Investments Inc (+157.88K shares), JPMorgan Chase & Co (+129.58K shares) and Recurrent Investment Advisors LLC (+121.56K shares).
On the other side, among holders that kept a position in Sunoco, the largest reductions in Q2 2026 came from Leon G. Cooperman (-1.39Mn shares), FMR LLC (-1.05Mn shares), ALPS Advisors Inc (-235.91K shares), Mirae Asset Global ETFS Holdings Ltd. (-215.29K shares) and Energy Income Partners, LLC (-132.47K shares).
Business Quant data shows the 10 biggest positions in Sunoco as of Q2 2026 were held by ALPS Advisors Inc (24.44Mn shares), Invesco Ltd. (8.85Mn shares), Goldman Sachs Group Inc (5.74Mn shares), Mirae Asset Global ETFS Holdings Ltd. (3.01Mn shares), FMR LLC (2.59Mn shares), Morgan Stanley (2.56Mn shares), Energy Income Partners, LLC (1.77Mn shares), JPMorgan Chase & Co (1.63Mn shares), Recurrent Investment Advisors LLC (1.15Mn shares) and UBS Group AG (1.06Mn shares).

Form 13F Holdings

301 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 301 holders