DaveManuel.com · Institutional Ownership · Who Owns It
SUNOCO LP/SUNOCO FIN CORP (SUN)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
309
Reporting holders
$4.6B
Reported value
0.8%
Calls
0.6%
Puts
+8
Holder change
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 | $1.6B | 24,435,476 | 7.73% | 11q | -1.0%-$15.9M |
| Invesco Ltd. | $597.3M | 8,848,627 | 0.05% | 29q | HELD |
| GOLDMAN SACHS GROUP INC | $387.6M | 5,742,514 | 0.03% | 31q | +3.9%+$14.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $203.2M | 3,011,045 | 0.24% | 9q | -6.7%-$14.5M |
| FMR LLC | $174.7M | 2,587,682 | 0.01% | 10q | -28.9%-$70.8M |
| MORGAN STANLEY | $172.7M | 2,559,034 | 0.01% | 35q | +130.2%+$97.7M |
| Energy Income Partners, LLC | $119.4M | 1,768,784 | 1.88% | 10q | -7.0%-$8.9M |
| JPMORGAN CHASE & CO | $112.0M | 1,634,270 | 0.01% | 31q | +8.6%+$8.9M |
| Recurrent Investment Advisors LLC | $77.6M | 1,149,434 | 4.82% | 27q | +11.8%+$8.2M |
| UBS Group AG | $71.5M | 1,059,451 | 0.01% | 31q | +10.4%+$6.7M |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | $67.2M | 995,794 | 3.93% | 11q | +2.3%+$1.5M |
| MILLER HOWARD INVESTMENTS INC /NY | $65.8M | 974,109 | 1.74% | 13q | +19.3%+$10.7M |
| Blackstone Inc. | $57.7M | 854,595 | 0.15% | 16q | -4.4%-$2.7M |
| TORTOISE CAPITAL ADVISORS, L.L.C. | $52.6M | 778,973 | 0.53% | 13q | -4.5%-$2.5M |
| BARCLAYS PLC | $46.7M | 692,085 | 0.01% | 31q | -12.9%-$6.9M |
| Fractal Investments LLC | $46.0M | 682,002 | 5.31% | 14q | +10.6%+$4.4M |
| NEUBERGER BERMAN GROUP LLC | $39.1M | 579,385 | 0.03% | 9q | +0.5%+$198.3K |
| BOWEN HANES & CO INC | $39.0M | 600,000 | 0.95% | 25q | HELD |
| Adams Asset Advisors, LLC | $38.2M | 565,822 | 4.33% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $25.5M | 377,488 | 0.01% | 7q | -1.7%-$429.6K |
| Allianz Asset Management GmbH | $24.9M | 369,073 | 0.02% | 7q | +12.4%+$2.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $22.1M incl. $21.1M options CALL+PUT | 14,968 | 0.00% | 31q | -78.5%-$80.8M |
| ING GROEP NV | $18.0M | 267,000 | 0.09% | 2q | +62.8%+$7.0M |
| CITADEL ADVISORS LLC | $17.4M incl. $15.9M options CALL+PUT | 21,633 | 0.00% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $16.0M | 237,704 | 0.00% | 31q | +16.2%+$2.2M |
| COOPERMAN LEON G | $15.3M | 225,994 | 0.43% | 6q | -86.0%-$94.1M |
| JANE STREET GROUP, LLC | $14.1M CALL+PUT | options only | 0.00% | 27q | OPTIONS |
| ROYAL BANK OF CANADA | $13.9M | 205,519 | 0.00% | 31q | +7.9%+$1.0M |
| WELLS FARGO & COMPANY/MN | $13.8M | 204,739 | 0.00% | 31q | -8.3%-$1.3M |
| CHICKASAW CAPITAL MANAGEMENT LLC | $13.0M | 192,465 | 0.47% | 9q | -5.2%-$717.4K |
| CITIGROUP INC | $12.6M | 187,155 | 0.00% | 31q | -21.6%-$3.5M |
| HRT FINANCIAL LP | $12.3M | 182,411 | 0.02% | 8q | +153.5%+$7.5M |
| LPL Financial LLC | $11.8M | 175,491 | 0.00% | 31q | -1.0%-$116.0K |
| Kercheville Advisors, LLC | $10.7M | 159,086 | 3.27% | 9q | +3.2%+$337.6K |
| Sanctuary Advisors, LLC | $10.5M | 155,101 | 0.05% | 9q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $10.5M | 154,870 | 0.00% | 3q | +33.8%+$2.6M |
| CIBC Bancorp USA Inc. | $10.0M | 148,090 | 0.01% | 2q | +4.7%+$448.7K |
| HUB Investment Partners, LLC | $9.8M | 145,379 | 0.18% | 11q | +0.7%+$68.1K |
| Beacon Pointe Advisors, LLC | $9.2M | 136,702 | 0.04% | 2q | -1.3%-$122.6K |
| Texas Yale Capital Corp. | $9.1M | 134,896 | 0.20% | 31q | +1.3%+$118.1K |
| Waverly Advisors, LLC | $9.0M | 133,448 | 0.05% | 6q | +1.1%+$93.8K |
| EXCHANGE TRADED CONCEPTS, LLC | $7.2M | 106,281 | 0.03% | 13q | -11.9%-$966.4K |
| Susquehanna Portfolio Strategies, LLC | $6.2M | 91,587 | 0.10% | 3q | +3.3%+$199.9K |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $5.8M | 86,000 | 0.28% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $5.6M | 82,908 | 0.00% | 16q | +12.5%+$623.4K |
| IMC-Chicago, LLC | $5.4M incl. $5.1M options CALL+PUT | 3,913 | 0.00% | 6q | -65.2%-$10.1M |
| Summit Financial, LLC | $5.2M | 76,531 | 0.06% | 8q | -6.1%-$337.5K |
| Waldron Private Wealth LLC | $4.8M | 71,000 | 0.17% | 31q | HELD |
| OSAIC HOLDINGS, INC. | $4.2M | 62,593 | 0.00% | 26q | +3.7%+$150.1K |
| Cetera Investment Advisers | $4.2M | 62,112 | 0.00% | 10q | -0.7%-$30.2K |
| J.W. COLE ADVISORS, INC. | $4.0M | 59,126 | 0.07% | 7q | -2.2%-$91.6K |
| Advisors Asset Management, Inc. | $3.9M | 58,376 | 0.06% | 10q | +4.1%+$155.3K |
| KAYNE ANDERSON CAPITAL ADVISORS LP | $3.9M | 57,396 | 0.08% | new | NEW |
| Annis Gardner Whiting Capital Advisors, LLC | $3.8M | 56,800 | 0.58% | 8q | HELD |
| Mariner, LLC | $3.6M | 52,636 | 0.00% | 16q | +1.6%+$57.1K |
| Cambridge Investment Research Advisors, Inc. | $3.5M | 51,754 | 0.00% | 25q | +97.2%+$1.7M |
| AlTi Global, Inc. | $3.5M | 51,254 | 0.07% | new | NEW |
| Gilman Hill Asset Management, LLC | $3.4M | 50,349 | 0.46% | 9q | +3.7%+$120.8K |
| TORONTO DOMINION BANK | $3.4M | 49,798 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $3.3M | 49,066 | 0.01% | 7q | -21.3%-$897.2K |
| Cresset Asset Management, LLC | $3.2M | 47,416 | 0.01% | 14q | +0.6%+$18.6K |
| CAPTRUST FINANCIAL ADVISORS | $3.1M | 45,344 | 0.00% | 9q | +2.2%+$66.4K |
| Sovereign Investment Advisors, LLC | $2.9M | 43,522 | 0.55% | 5q | HELD |
| Crescent Grove Advisors, LLC | $2.8M | 41,884 | 0.24% | 2q | +55.9%+$1.0M |
| Barnett & Company, Inc. | $2.6M | 37,883 | 1.89% | 22q | -4.3%-$114.8K |
| FIRST TRUST ADVISORS LP | $2.5M | 37,191 | 0.00% | 23q | -8.2%-$223.6K |
| PARK CIRCLE Co | $2.5M | 36,350 | 2.09% | 21q | HELD |
| Linscomb Wealth, Inc. | $2.4M | 35,058 | 0.10% | 9q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 32,097 | 0.00% | 24q | +1.4%+$30.1K |
| NewEdge Advisors, LLC | $2.1M | 31,305 | 0.01% | 17q | +185.0%+$1.4M |
| MidFirst Bank | $2.1M | 30,500 | 0.15% | 3q | HELD |
| WESTWOOD HOLDINGS GROUP INC | $2.1M | 30,496 | 0.02% | 2q | -11.2%-$259.1K |
| PEAK6 LLC | $2.1M CALL | options only | 0.00% | 2q | OPTIONS |
| STIFEL FINANCIAL CORP | $2.0M | 29,669 | 0.00% | 31q | -3.2%-$66.4K |
| Rockefeller Capital Management L.P. | $1.9M | 28,856 | 0.00% | 9q | HELD |
| GLENMEDE TRUST CO NA | $1.9M | 28,680 | 0.01% | 7q | -18.1%-$426.6K |
| TRUIST FINANCIAL CORP | $1.9M | 28,628 | 0.00% | 4q | HELD |
| MML INVESTORS SERVICES, LLC | $1.9M | 27,888 | 0.00% | 14q | +239.1%+$1.3M |
| Zurich Insurance Group Ltd/FI | $1.8M | 27,200 | 0.01% | 6q | HELD |
| Empirical Asset Management, LLC | $1.8M | 27,084 | 0.41% | 10q | -3.3%-$63.2K |
| HighTower Advisors, LLC | $1.8M | 26,912 | 0.00% | 25q | +28.0%+$397.4K |
| ELCO Management Co., LLC | $1.8M | 26,587 | 0.77% | 31q | -1.9%-$34.2K |
| VAN ECK ASSOCIATES CORP | $1.7M | 25,709 | 0.00% | 9q | -51.7%-$1.9M |
| AMERIPRISE FINANCIAL INC | $1.7M | 25,204 | 0.00% | 31q | -27.2%-$634.9K |
| Bison Wealth, LLC | $1.6M | 23,859 | 0.15% | 2q | +634.1%+$1.4M |
| DIVIDEND ASSETS CAPITAL, LLC | $1.6M | 23,098 | 0.30% | 25q | +7.9%+$113.8K |
| Apollon Wealth Management, LLC | $1.5M | 22,138 | 0.02% | 22q | HELD |
| Private Advisor Group, LLC | $1.5M | 22,114 | 0.01% | 31q | +4.5%+$64.1K |
| Focus Partners Wealth | $1.5M | 22,024 | 0.00% | 3q | +31.0%+$351.7K |
| CASCADE INVESTMENT GROUP, INC. | $1.5M | 21,580 | 0.82% | 15q | -1.4%-$20.2K |
| IHT Wealth Management, LLC | $1.4M | 20,271 | 0.03% | 14q | +81.4%+$613.8K |
| AMERICAN FINANCIAL GROUP INC | $1.4M | 20,000 | 0.48% | 27q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M | 19,030 | 0.00% | 10q | +35.4%+$342.1K |
| Virtu Financial LLC | $1.3M | 18,971 | 0.04% | new | NEW |
| US BANCORP \DE\ | $1.3M | 18,884 | 0.00% | 31q | HELD |
| BlackRock, Inc. | $1.2M | 17,144 | 0.00% | 8q | HELD |
| Focus Financial Network, Inc. | $1.1M | 16,594 | 0.03% | 13q | -1.7%-$19.0K |
| CARY STREET PARTNERS FINANCIAL LLC | $1.1M | 16,569 | 0.02% | 6q | HELD |
| Arax Advisory Partners | $1.1M | 16,129 | 0.01% | new | NEW |
| Jump Financial, LLC | $1.1M | 15,900 | 0.01% | new | NEW |
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 | 11.4% |
Tender offers and delisting
Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.
| Filed | What | Filed by | Price a share | Source |
|---|---|---|---|---|
| 2026-09-28 | Delisting notice | itself | - | filing |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-10 | 2026-09-03 | Delisting notice | filing |
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 | 94 | $262.1M | 3,594,883 | 7 | 10 | 21 | 0.0% |
| Q2 2026 | 309 | $4.6B | 66,562,811 | 28 | 71 | 78 | 1.3% |
| Q1 2026 | 301 | $4.5B | 67,268,256 | 45 | 76 | 75 | 1.8% |
| Q4 2025 | 281 | $3.6B | 66,241,235 | 23 | 69 | 66 | 2.4% |
| Q3 2025 | 278 | $3.3B | 64,594,827 | 23 | 69 | 70 | 2.5% |
| Q2 2025 | 287 | $3.5B | 63,608,750 | 24 | 86 | 62 | 2.2% |
| Q1 2025 | 295 | $3.6B | 61,422,333 | 47 | 74 | 71 | 1.6% |
| Q4 2024 | 270 | $3.2B | 60,423,377 | 21 | 76 | 76 | 1.5% |
| Q3 2024 | 276 | $3.3B | 60,586,891 | 30 | 73 | 64 | 1.9% |
| Q2 2024 | 275 | $3.5B | 60,105,653 | 83 | 109 | 31 | 2.2% |
| Q1 2024 | 215 | $1.4B | 22,266,191 | 36 | 55 | 47 | 2.1% |
| Q4 2023 | 215 | $1.6B | 25,270,664 | 38 | 47 | 55 | 3.6% |
| Q3 2023 | 192 | $986.0M | 19,203,235 | 21 | 62 | 42 | 4.7% |
| Q2 2023 | 190 | $793.6M | 17,727,848 | 23 | 46 | 48 | 2.7% |
| Q1 2023 | 183 | $812.6M | 17,781,253 | 30 | 47 | 45 | 3.5% |
| Q4 2022 | 177 | $782.6M | 17,265,197 | 32 | 49 | 38 | 4.3% |
| Q3 2022 | 161 | $1.3B | 32,207,507 | 18 | 42 | 36 | 3.4% |
| Q2 2022 | 164 | $1.3B | 33,205,642 | 17 | 49 | 38 | 2.6% |
| Q1 2022 | 163 | $1.4B | 33,357,360 | 16 | 51 | 40 | 1.7% |
| Q4 2021 | 160 | $1.4B | 33,595,178 | 24 | 48 | 38 | 2.9% |
| Q3 2021 | 147 | $1.2B | 31,723,076 | 18 | 47 | 34 | 2.3% |
| Q2 2021 | 147 | $1.3B | 33,120,476 | 26 | 45 | 34 | 1.8% |
| Q1 2021 | 132 | $1.2B | 35,746,031 | 14 | 36 | 36 | 2.3% |
| Q4 2020 | 136 | $1.4B | 47,585,221 | 15 | 35 | 36 | 3.1% |
| Q3 2020 | 130 | $1.3B | 51,826,297 | 16 | 40 | 28 | 1.6% |
| Q2 2020 | 134 | $1.0B | 44,125,510 | 24 | 38 | 31 | 2.3% |
| Q1 2020 | 130 | $1.1B | 70,925,284 | 19 | 39 | 26 | 0.7% |
| Q4 2019 | 153 | $1.3B | 41,082,240 | 25 | 33 | 36 | 1.2% |
| Q3 2019 | 133 | $1.2B | 37,652,686 | 17 | 33 | 34 | 2.0% |
| Q2 2019 | 132 | $1.2B | 38,069,496 | 24 | 34 | 26 | 2.3% |
| Q1 2019 | 126 | $1.3B | 40,045,793 | 19 | 32 | 27 | 1.8% |
| Q4 2018 | 128 | $1.1B | 38,768,622 | 2 | 2 | 2 | 1.7% |