Who Owns SUN?

Sunoco LP — Institutional Ownership & 13F Holdings

EnergyNYSE

$68.45

-1.20 (-1.72%)

Market Cap

$9.5B

Shares Outstanding

136,492,395

Institutional Holders

286

Total Inst. Value

$3.5B

% of Float Held

58.3%

QoQ Holder Change

+127

Institutional data as of Q1 2025

New Positions

75

Closed Positions

23

Increased

74

Decreased

65

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1ALPS ADVISORS INC$1.3B23,132,625
2Invesco Ltd.$532.2M9,165,717
3GOLDMAN SACHS GROUP INC$378.7M6,523,354
4NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$118.4M2,040
5Energy Income Partners, LLC$105.1M1,810,296
6Blackstone Inc.$101.9M1,754,583
7JPMORGAN CHASE & CO$98.3M1,693,243
8TORTOISE CAPITAL ADVISORS, L.L.C.$70.5M1,213,616
9MORGAN STANLEY$67.6M1,163,693
10UBS Group AG$59.5M1,025,036

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
ALPS ADVISORS INC+2.5M$1.3B
Invesco Ltd.+297K$532.2M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO+1K$118.4M
Energy Income Partners, LLC+46K$105.1M
Blackstone Inc.+405K$101.9M

Top Sellers

FundShares RemovedValue
INFRASTRUCTURE CAPITAL ADVISORS, LLC-941K$8.0M
MORGAN STANLEY-549K$67.6M
BARCLAYS PLC-465K$72K
JPMORGAN CHASE & CO-457K$98.3M
ING GROEP NV-238K$16.0M

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Frequently Asked Questions

How many institutional investors hold SUN?

As of Q1 2025, 286 institutional investors report holding SUN (Sunoco LP) in their 13F filings.

What percentage of Sunoco LP is owned by institutions?

Institutional investors hold approximately 58.3% of Sunoco LP's float as reported in SEC 13F filings.

Which hedge fund owns the most SUN?

The largest institutional holder of SUN is ALPS ADVISORS INC with $1.3B in shares.

Are institutions buying or selling SUN?

This quarter, 75 institutions opened new positions in SUN and 23 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.