DaveManuel.com · Institutional Ownership · Who Owns It
SUBURBAN PROPANE PARTNERS L (SPH)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
147
Reporting holders
$499.9M
Reported value
43.3%
Of shares outstanding
0.5%
Calls
0.2%
Puts
-1
Holder change
Institutions report 28,858,250 shares against 66,712,387 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ALPS ADVISORS INC | $251.7M | 14,720,155 | 1.18% | 11q | -4.3%-$11.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $77.4M | 4,528,873 | 0.09% | 9q | +1.8%+$1.4M |
| GOLDMAN SACHS GROUP INC | $27.0M | 1,578,662 | 0.00% | 31q | +11.0%+$2.7M |
| JPMORGAN CHASE & CO | $25.0M | 1,431,306 | 0.00% | 15q | +2.1%+$508.7K |
| BOWEN HANES & CO INC | $20.0M | 1,016,000 | 0.49% | 20q | HELD |
| MORGAN STANLEY | $10.9M | 636,887 | 0.00% | 35q | -30.9%-$4.9M |
| UBS Group AG | $8.8M | 514,190 | 0.00% | 31q | +37.9%+$2.4M |
| Blackstone Inc. | $7.2M | 421,332 | 0.02% | 14q | -4.4%-$335.2K |
| JANE STREET GROUP, LLC | $5.8M incl. $1.2M options CALL+PUT | 269,539 | 0.00% | 5q | HELD |
| CITADEL ADVISORS LLC | $3.7M incl. $1.3M options CALL+PUT | 138,979 | 0.00% | 8q | +341.3%+$2.9M |
| Fractal Investments LLC | $3.7M | 214,864 | 0.42% | 13q | HELD |
| RAYMOND JAMES FINANCIAL INC | $3.6M | 212,633 | 0.00% | 7q | -1.8%-$67.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.5M | 205,071 | 0.00% | 31q | +5.4%+$179.6K |
| Lido Advisors, LLC | $3.5M | 202,235 | 0.01% | 14q | +1.3%+$45.2K |
| Cambridge Investment Research Advisors, Inc. | $3.0M | 173,352 | 0.00% | 31q | +127.5%+$1.7M |
| HRT FINANCIAL LP | $2.7M | 158,658 | 0.00% | 2q | +414.4%+$2.2M |
| LPL Financial LLC | $2.6M | 151,620 | 0.00% | 31q | +8.6%+$204.2K |
| CIBC Bancorp USA Inc. | $2.6M | 150,869 | 0.00% | new | NEW |
| LEVIN CAPITAL STRATEGIES, L.P. | $2.5M | 145,722 | 0.17% | 26q | -2.7%-$70.1K |
| WELLS FARGO & COMPANY/MN | $1.4M | 83,141 | 0.00% | 31q | +24.1%+$276.4K |
| Private Advisor Group, LLC | $1.4M | 82,358 | 0.01% | 31q | +5.8%+$77.1K |
| FEDERATED HERMES, INC. | $1.2M | 68,476 | 0.00% | 31q | -4.1%-$50.1K |
| Cetera Investment Advisers | $1.2M | 67,297 | 0.00% | 10q | +10.4%+$108.2K |
| OSAIC HOLDINGS, INC. | $1.1M | 66,223 | 0.00% | 26q | +12.0%+$121.3K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $1.1M | 64,972 | 0.01% | 24q | HELD |
| BANK OF AMERICA CORP /DE/ | $1.0M | 61,006 | 0.00% | 31q | -16.2%-$200.9K |
| Mariner, LLC | $933.5K | 54,589 | 0.00% | 9q | -0.6%-$5.6K |
| Summit Financial, LLC | $924.5K | 54,066 | 0.01% | 8q | HELD |
| Janney Montgomery Scott LLC | $920.0K | 53,815 | 0.00% | 31q | -0.6%-$5.7K |
| SageGuard Financial Group, LLC | $904.2K | 52,879 | 0.13% | 3q | -9.0%-$89.9K |
| Pathstone Holdings, LLC | $886.7K | 51,854 | 0.00% | 11q | HELD |
| ING GROEP NV | $882.4K | 51,600 | 0.00% | 5q | -55.2%-$1.1M |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | $796.8K | 46,597 | 0.05% | new | NEW |
| PNC Financial Services Group, Inc. | $795.9K | 46,546 | 0.00% | 31q | +1.3%+$10.3K |
| Evercore Wealth Management, LLC | $777.0K | 45,438 | 0.01% | 14q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $757.2K | 44,279 | 0.00% | 3q | +356.1%+$591.1K |
| Smith Asset Management Co., LLC | $708.8K | 41,451 | 0.56% | 7q | -1.3%-$9.7K |
| ICON ADVISERS INC/CO | $631.2K | 36,914 | 0.12% | 6q | HELD |
| Wealthstar Advisors, LLC | $584.2K | 34,162 | 0.17% | 7q | +4.7%+$26.3K |
| Creative Planning | $581.0K | 33,979 | 0.00% | 31q | -9.6%-$62.1K |
| PARK CIRCLE Co | $564.6K | 33,000 | 0.48% | 20q | HELD |
| LYNX CAPITAL GROUP LTD /ADV | $544.5K | 31,844 | 0.22% | 11q | HELD |
| SHRIER WEALTH MANAGEMENT, LLC | $527.7K | 30,862 | 0.18% | 3q | +1.0%+$5.0K |
| STIFEL FINANCIAL CORP | $480.9K | 28,125 | 0.00% | 31q | -5.7%-$29.2K |
| Allspring Global Investments Holdings, LLC | $449.7K | 26,300 | 0.00% | 19q | HELD |
| Aristides Capital LLC | $448.4K | 26,222 | 0.09% | 22q | +8.1%+$33.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $413.8K CALL | options only | 0.00% | 31q | OPTIONS |
| Archer Investment Corp | $381.3K | 22,300 | 0.04% | 31q | +100.0%+$190.7K |
| GREENUP STREET WEALTH MANAGEMENT LLC | $371.2K | 21,706 | 0.05% | 9q | HELD |
| ROYAL BANK OF CANADA | $370.0K | 21,640 | 0.00% | 31q | -18.6%-$84.4K |
| Clearwave Capital, LLC | $366.3K | 21,423 | 0.20% | 3q | HELD |
| Jump Financial, LLC | $339.0K | 19,827 | 0.00% | 4q | -4.8%-$16.9K |
| Virtu Financial LLC | $323.0K | 18,904 | 0.01% | new | NEW |
| Permanent Capital Management, LP | $309.7K | 18,114 | 0.04% | 4q | HELD |
| XTX Topco Ltd | $307.1K | 17,959 | 0.00% | new | NEW |
| October Effect Ltd | $289.0K | 16,900 | 0.27% | 5q | -1.2%-$3.4K |
| State of Wyoming | $288.2K | 16,852 | 0.03% | 19q | -20.1%-$72.4K |
| BLAIR WILLIAM & CO/IL | $285.0K | 16,665 | 0.00% | 2q | +0.5%+$1.6K |
| Tidal Investments LLC | $282.3K | 16,511 | 0.00% | 7q | +8.2%+$21.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $274.2K | 16,033 | 0.00% | 6q | HELD |
| Cherokee Insurance Co | $273.6K | 16,000 | 0.11% | 7q | HELD |
| Aspire Private Capital, LLC | $264.6K | 15,473 | 0.05% | 24q | +0.6%+$1.6K |
| AE Wealth Management LLC | $262.3K | 15,337 | 0.00% | 2q | -1.2%-$3.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | $258.8K | 15,134 | 0.00% | 14q | HELD |
| Advisory Services Network, LLC | $258.1K | 15,097 | 0.00% | 2q | +57.5%+$94.2K |
| Kestra Advisory Services, LLC | $256.9K | 15,025 | 0.00% | 7q | +21.7%+$45.8K |
| NEUBERGER BERMAN GROUP LLC | $247.9K | 14,500 | 0.00% | 31q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $247.9K | 14,255 | 0.00% | 9q | +15.7%+$33.7K |
| &PARTNERS | $246.6K | 14,421 | 0.00% | 7q | -10.4%-$28.7K |
| Legacy Financial Strategies, LLC | $239.4K | 14,000 | 0.04% | 31q | HELD |
| Wealth Advisors of Tampa Bay, LLC | $230.1K | 13,455 | 0.07% | 13q | HELD |
| Secure Asset Management, LLC | $229.6K | 13,427 | 0.03% | 4q | -6.1%-$14.8K |
| CAPTRUST FINANCIAL ADVISORS | $228.5K | 13,365 | 0.00% | 8q | -11.3%-$29.1K |
| HighTower Advisors, LLC | $220.5K | 12,895 | 0.00% | 6q | -17.9%-$48.0K |
| WealthCare Investment Partners, LLC | $219.7K | 12,846 | 0.05% | 14q | +1.6%+$3.6K |
| Viaable, LLC | $211.7K | 12,169 | 0.18% | new | FIRST |
| COMMERCE BANK | $208.1K | 12,171 | 0.00% | 6q | HELD |
| Koshinski Asset Management, Inc. | $205.2K | 12,000 | 0.01% | 9q | HELD |
| Arrow Investment Advisors, LLC | $193.1K | 11,291 | 0.19% | new | NEW |
| LRI Investments, LLC | $192.7K | 11,270 | 0.02% | 10q | HELD |
| Oxbow Advisors, LLC | $189.5K | 11,080 | 0.02% | 18q | HELD |
| Ethos Financial Group, LLC | $182.4K | 10,666 | 0.01% | 6q | -50.2%-$183.5K |
| Stratos Wealth Partners, LTD. | $179.8K | 10,511 | 0.00% | 9q | -5.2%-$9.9K |
| State of Tennessee, Department of Treasury | $165.6K | 9,684 | 0.00% | new | NEW |
| GROUP ONE TRADING LLC | $151.4K incl. $114.6K options CALL+PUT | 2,151 | 0.00% | 7q | -7.8%-$12.7K |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | $136.8K | 8,000 | 0.03% | 11q | HELD |
| Steward Partners Investment Advisory, LLC | $127.8K | 7,476 | 0.00% | 29q | -1.2%-$1.6K |
| HARBOUR INVESTMENTS, INC. | $124.8K | 7,300 | 0.00% | 2q | HELD |
| BOKF, NA | $100.6K | 5,883 | 0.00% | 14q | HELD |
| Ares Systematic Credit Ltd | $99.0K | 5,792 | 0.06% | new | NEW |
| Advocate Investing Services LLC | $94.0K | 5,500 | 0.07% | 3q | -88.2%-$705.5K |
| Allworth Financial LP | $88.0K | 5,145 | 0.00% | 31q | HELD |
| Farmers & Merchants Trust Co of Chambersburg PA | $86.0K | 5,000 | 0.02% | 20q | HELD |
| Geneos Wealth Management Inc. | $81.2K | 4,750 | 0.00% | 15q | HELD |
| Princeton Global Asset Management LLC | $81.2K | 4,748 | 0.01% | 29q | HELD |
| TRUST CO OF TOLEDO NA /OH/ | $77.9K | 4,556 | 0.01% | 5q | HELD |
| SIMPLEX TRADING, LLC | $71.8K CALL+PUT | options only | 0.00% | 22q | OPTIONS |
| BARCLAYS PLC | $52.8K | 3,090 | 0.00% | 31q | +8.3%+$4.0K |
| NewEdge Advisors, LLC | $43.8K | 2,561 | 0.00% | 15q | -52.5%-$48.3K |
| Spire Wealth Management | $40.9K | 2,389 | 0.00% | 14q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-07 | 13G/A | ALPS Advisors, Inc.with 1 co-filers | 23.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 37 | $8.0M | 484,840 | 6 | 9 | 4 | 0.0% |
| Q2 2026 | 147 | $499.9M | 28,858,250 | 13 | 37 | 35 | 0.6% |
| Q1 2026 | 148 | $570.3M | 28,727,348 | 12 | 38 | 29 | 0.7% |
| Q4 2025 | 157 | $523.9M | 28,090,297 | 17 | 37 | 31 | 0.6% |
| Q3 2025 | 146 | $533.5M | 28,370,341 | 18 | 41 | 21 | 0.7% |
| Q2 2025 | 143 | $494.3M | 26,436,059 | 9 | 46 | 21 | 0.9% |
| Q1 2025 | 151 | $564.8M | 26,353,723 | 18 | 34 | 32 | 0.8% |
| Q4 2024 | 153 | $410.4M | 23,710,932 | 17 | 37 | 26 | 0.6% |
| Q3 2024 | 130 | $418.0M | 23,141,070 | 10 | 40 | 24 | 0.7% |
| Q2 2024 | 136 | $435.5M | 22,770,419 | 22 | 39 | 22 | 0.7% |
| Q1 2024 | 124 | $435.7M | 20,920,502 | 10 | 33 | 25 | 1.9% |
| Q4 2023 | 137 | $385.5M | 20,796,490 | 17 | 28 | 38 | 4.2% |
| Q3 2023 | 140 | $213.1M | 12,918,216 | 12 | 39 | 25 | 2.7% |
| Q2 2023 | 142 | $170.3M | 11,129,542 | 14 | 33 | 36 | 3.3% |
| Q1 2023 | 143 | $183.3M | 11,128,042 | 18 | 37 | 28 | 7.0% |
| Q4 2022 | 147 | $201.3M | 12,448,169 | 28 | 37 | 35 | 6.1% |
| Q3 2022 | 137 | $990.7M | 65,022,846 | 12 | 39 | 28 | 1.2% |
| Q2 2022 | 147 | $732.7M | 47,294,671 | 25 | 25 | 38 | 1.5% |
| Q1 2022 | 136 | $959.0M | 58,702,965 | 14 | 32 | 32 | 1.4% |
| Q4 2021 | 136 | $1.4B | 95,676,175 | 22 | 26 | 32 | 1.6% |
| Q3 2021 | 129 | $843.5M | 54,047,027 | 19 | 27 | 27 | 1.6% |
| Q2 2021 | 127 | $960.5M | 61,919,703 | 13 | 36 | 23 | 1.1% |
| Q1 2021 | 135 | $830.5M | 55,308,348 | 17 | 45 | 23 | 1.3% |
| Q4 2020 | 142 | $815.0M | 54,056,755 | 22 | 28 | 44 | 1.4% |
| Q3 2020 | 135 | $469.8M | 28,298,510 | 23 | 30 | 28 | 1.9% |
| Q2 2020 | 136 | $411.1M | 28,325,010 | 13 | 29 | 32 | 1.5% |
| Q1 2020 | 147 | $259.7M | 18,156,076 | 17 | 36 | 40 | 1.3% |
| Q4 2019 | 159 | $489.2M | 22,206,313 | 8 | 34 | 43 | 0.9% |
| Q3 2019 | 161 | $539.0M | 22,636,265 | 12 | 40 | 38 | 0.8% |
| Q2 2019 | 161 | $1.5B | 61,188,968 | 18 | 34 | 40 | 0.9% |
| Q1 2019 | 164 | $494.4M | 21,774,513 | 22 | 40 | 38 | 1.3% |
| Q4 2018 | 168 | $439.9M | 21,930,294 | 1 | 1 | 5 | 3.9% |