SUN Sunoco LP
Sunoco LP (SUN) Institutional Ownership
What the institutions did with SUN last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| ALPS ADVISORS INC | 24.4M | 36.7% |
| Invesco Ltd. | 8.8M | 13.3% |
| GOLDMAN SACHS GROUP INC | 5.7M | 8.6% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3.0M | 4.5% |
| FMR LLC | 2.6M | 3.9% |
| MORGAN STANLEY | 2.6M | 3.8% |
| Energy Income Partners, LLC | 1.8M | 2.7% |
| JPMORGAN CHASE & CO | 1.6M | 2.5% |
| Recurrent Investment Advisors LLC | 1.1M | 1.7% |
| UBS Group AG | 1.1M | 1.6% |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 995.8K | 1.5% |
| MILLER HOWARD INVESTMENTS INC /NY | 974.1K | 1.5% |
| Blackstone Inc. | 854.6K | 1.3% |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 779.0K | 1.2% |
| BARCLAYS PLC | 692.1K | 1.0% |
| Fractal Investments LLC | 682.0K | 1.0% |
| BOWEN HANES & CO INC | 600.0K | 0.9% |
| NEUBERGER BERMAN GROUP LLC | 579.4K | 0.9% |
| Adams Asset Advisors, LLC | 565.8K | 0.9% |
| RAYMOND JAMES FINANCIAL INC | 377.5K | 0.6% |
| Allianz Asset Management GmbH | 369.1K | 0.6% |
| ING GROEP NV | 267.0K | 0.4% |
| BANK OF AMERICA CORP /DE/ | 237.7K | 0.4% |
| COOPERMAN LEON G | 226.0K | 0.3% |
| ROYAL BANK OF CANADA | 205.5K | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| MORGAN STANLEY | Increased | 1.1M | 2.6M | +1.4M |
| COOPERMAN LEON G | Reduced | 1.6M | 226.0K | -1.4M |
| FMR LLC | Reduced | 3.6M | 2.6M | -1.0M |
| ALPS ADVISORS INC | Reduced | 24.7M | 24.4M | -235.9K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Reduced | 3.2M | 3.0M | -215.3K |
| GOLDMAN SACHS GROUP INC | Increased | 5.5M | 5.7M | +213.9K |
| MILLER HOWARD INVESTMENTS INC /NY | Increased | 816.2K | 974.1K | +157.9K |
| HENNESSY ADVISORS INC | Sold Out | 140.2K | 0 | -140.2K |
| Energy Income Partners, LLC | Reduced | 1.9M | 1.8M | -132.5K |
| JPMORGAN CHASE & CO | Increased | 1.5M | 1.6M | +129.6K |
| Recurrent Investment Advisors LLC | Increased | 1.0M | 1.1M | +121.6K |
| HRT FINANCIAL LP | Increased | 72.0K | 182.4K | +110.5K |
| ING GROEP NV | Increased | 164.0K | 267.0K | +103.0K |
| BARCLAYS PLC | Reduced | 794.6K | 692.1K | -102.5K |
| UBS Group AG | Increased | 959.7K | 1.1M | +99.7K |
| THOROUGHBRED FINANCIAL SERVICES, LLC | New | 0 | 86.0K | +86.0K |
| JANE STREET GROUP, LLC | Sold Out | 67.3K | 0 | -67.3K |
| Fractal Investments LLC | Increased | 616.5K | 682.0K | +65.5K |
| KAYNE ANDERSON CAPITAL ADVISORS LP | New | 0 | 57.4K | +57.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 69.6K | 15.0K | -54.6K |
| CITIGROUP INC | Reduced | 238.6K | 187.2K | -51.4K |
| AlTi Global, Inc. | New | 0 | 51.3K | +51.3K |
| WHITTIER TRUST CO OF NEVADA INC | Reduced | 50.7K | 730 | -50.0K |
| TORONTO DOMINION BANK | New | 0 | 49.8K | +49.8K |
| Allianz Asset Management GmbH | Increased | 328.3K | 369.1K | +40.8K |
| Blackstone Inc. | Reduced | 894.4K | 854.6K | -39.8K |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 115.7K | 154.9K | +39.1K |
| TORTOISE CAPITAL ADVISORS, L.L.C. | Reduced | 815.5K | 779.0K | -36.5K |
| BANK OF AMERICA CORP /DE/ | Increased | 204.6K | 237.7K | +33.1K |
| VAN ECK ASSOCIATES CORP | Reduced | 53.2K | 25.7K | -27.5K |
| Cambridge Investment Research Advisors, Inc. | Increased | 26.2K | 51.8K | +25.5K |
| Pinnacle Holdings, LLC | Sold Out | 23.3K | 0 | -23.3K |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | Increased | 972.9K | 995.8K | +22.9K |
| CITADEL ADVISORS LLC | New | 0 | 21.6K | +21.6K |
| Creative Planning | Reduced | 36.3K | 15.3K | -21.1K |
| Bison Wealth, LLC | Increased | 3.3K | 23.9K | +20.6K |
| NewEdge Advisors, LLC | Increased | 11.0K | 31.3K | +20.3K |
| MML INVESTORS SERVICES, LLC | Increased | 8.2K | 27.9K | +19.7K |
| Virtu Financial LLC | New | 0 | 19.0K | +19.0K |
| WELLS FARGO & COMPANY/MN | Reduced | 223.3K | 204.7K | -18.5K |
| Arax Advisory Partners | New | 0 | 16.1K | +16.1K |
| Jump Financial, LLC | New | 0 | 15.9K | +15.9K |
| ROYAL BANK OF CANADA | Increased | 190.5K | 205.5K | +15.0K |
| Crescent Grove Advisors, LLC | Increased | 26.9K | 41.9K | +15.0K |
| EXCHANGE TRADED CONCEPTS, LLC | Reduced | 120.6K | 106.3K | -14.3K |
| Austin Wealth Management, LLC | New | 0 | 13.9K | +13.9K |
| Kestra Advisory Services, LLC | Reduced | 62.4K | 49.1K | -13.3K |
| Pallas Capital Advisors LLC | New | 0 | 12.1K | +12.1K |
| CHICKASAW CAPITAL MANAGEMENT LLC | Reduced | 203.1K | 192.5K | -10.6K |
| GWN SECURITIES INC. | New | 0 | 9.8K | +9.8K |
| AMERIPRISE FINANCIAL INC | Reduced | 34.6K | 25.2K | -9.4K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 73.7K | 82.9K | +9.2K |
| IHT Wealth Management, LLC | Increased | 11.2K | 20.3K | +9.1K |
| Kingsview Wealth Management, LLC | Reduced | 17.1K | 8.0K | -9.1K |
| Invesco Ltd. | Reduced | 8.9M | 8.8M | -8.8K |
| GSA CAPITAL PARTNERS LLP | Sold Out | 8.5K | 0 | -8.5K |
| SG Americas Securities, LLC | New | 0 | 8.4K | +8.4K |
| IMC-Chicago, LLC | Reduced | 11.2K | 3.9K | -7.3K |
| Ameritas Advisory Services, LLC | New | 0 | 7.2K | +7.2K |
| Corient Private Wealth LP | New | 0 | 7.2K | +7.2K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.