Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in CAPL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 5.7M | $128.2M | 0.0% | 14.992% | 0.01% |
| 2 | Clearbridge Investments, LLC | 624K | $14.0M | +23.5% | 1.635% | 0.01% |
| 3 | JPMORGAN CHASE & CO | 381K | $8.6M | -10.3% | 0.999% | 0.00% |
| 4 | MORGAN STANLEY | 376K | $8.4M | +40.0% | 0.986% | 0.00% |
| 5 | RAYMOND JAMES FINANCIAL INC | 313K | $7.0M | +1.2% | 0.821% | 0.00% |
| 6 | FIRST TRUST ADVISORS LP | 210K | $4.7M | +10.8% | 0.552% | 0.00% |
| 7 | Quadrant Private Wealth Management, LLC | 163K | $3.7M | +0.5% | 0.428% | 0.82% |
| 8 | Blackstone Inc. | 126K | $2.8M | -4.5% | 0.330% | 0.01% |
| 9 | LPL Financial LLC | 115K | $2.6M | -5.6% | 0.302% | 0.00% |
| 10 | NewEdge Wealth, LLC | 93K | $2.1M | -0.9% | 0.244% | 0.02% |
| 11 | Arax Advisory Partners | 80K | $1.8M | β | 0.210% | 0.01% |
| 12 | CITADEL ADVISORS LLC | 75K | $1.7M | +436.4% | 0.196% | 0.00% |
| 13 | GOLDMAN SACHS GROUP INC | 58K | $1.3M | +18.7% | 0.152% | 0.00% |
| 14 | STIFEL FINANCIAL CORP | 55K | $1.2M | +1.8% | 0.145% | 0.00% |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 50K | $1.1M | -14.4% | 0.130% | 0.00% |
| 16 | JANE STREET GROUP, LLC | 40K | $894K | -38.1% | 0.104% | 0.00% |
| 17 | Mariner, LLC | 38K | $844K | -48.8% | 0.099% | 0.00% |
| 18 | UBS Group AG | 35K | $785K | -31.2% | 0.092% | 0.00% |
| 19 | SEI INVESTMENTS CO | 33K | $747K | +148.7% | 0.087% | 0.00% |
| 20 | Private Advisor Group, LLC | 30K | $671K | β | 0.079% | 0.00% |
| 21 | INDEPENDENT FINANCIAL GROUP, LLC | 27K | $610K | β | 0.071% | 0.01% |
| 22 | Corient Private Wealth LP | 25K | $561K | 0.0% | 0.066% | 0.00% |
| 23 | IFG Advisory, LLC | 19K | $431K | 0.0% | 0.050% | 0.02% |
| 24 | EXCHANGE TRADED CONCEPTS, LLC | 18K | $404K | -4.6% | 0.047% | 0.00% |
| 25 | Apollon Wealth Management, LLC | 16K | $367K | +0.7% | 0.043% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in CAPL β a direct measure of their conviction.
Filings activity in CAPL during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 62 | 3.1% | 23.76% | +0.54 pp | $198M | +10% |
| Q1 2026 | 64 | +4.9% | 23.22% | 0.43 pp | $180M | 1.8% |
| Q4 2025 | 61 | 3.2% | 23.65% | 0.21 pp | $183M | 2.6% |
| Q3 2025 | 63 | 3.1% | 23.86% | 107.16 pp | $188M | 82% |
| Q2 2025 | 65 | +1.6% | 131.02% | +107.09 pp | $1.05B | +375% |
| Q1 2025 | 64 | +3.2% | 23.93% | +0.48 pp | $220M | +14% |
| Q4 2024 | 62 | +1.6% | 23.45% | +0.05 pp | $194M | +6.5% |
| Q3 2024 | 61 | β | 23.40% | β | $182M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CAPL stock.
Based on Q2 2026 13F filings, institutional ownership of CrossAmerica Partners LP stands at 23.8%, held across 62 reporting institutions.
Invesco Ltd. is the largest reported institutional holder of CAPL, with approximately 5,720,129 shares worth $0.13B as of Q2 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of CAPL, including CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, JANE STREET GROUP, LLC.
Our composite Smart Money Score for CAPL is 66 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
7 institutions opened new positions in CAPL during Q2 2026, while 5 fully exited. 47 added to existing positions and 7 trimmed.
CAPL institutional ownership rose by 0.54 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 91.8% of all reported 13F value in CAPL, and the top 25 account for 98.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
CrossAmerica Partners LP (CAPL) Institutional Ownership