Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SUN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | ALPS ADVISORS INC | 24.7M | $1.60B | -0.7% | 18.055% | 7.54% |
| 2 | Invesco Ltd. | 8.9M | $575.5M | +0.1% | 6.482% | 0.09% |
| 3 | GOLDMAN SACHS GROUP INC | 5.5M | $359.2M | -5.7% | 4.046% | 0.04% |
| 4 | FMR LLC | 3.6M | $236.3M | +96.8% | 2.662% | 0.01% |
| 5 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3.2M | $209.6M | +4.7% | 2.361% | 0.28% |
| 6 | Energy Income Partners, LLC | 1.9M | $123.5M | -2.8% | 1.391% | 1.99% |
| 7 | COOPERMAN LEON G | 1.6M | $105.3M | 0.0% | 1.185% | 3.45% |
| 8 | MORGAN STANLEY | 1.1M | $72.2M | -32.2% | 0.814% | 0.00% |
| 9 | Recurrent Investment Advisors LLC | 1.0M | $66.8M | +51.5% | 0.752% | 4.02% |
| 10 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | 973K | $63.2M | +34.1% | 0.712% | 5.98% |
| 11 | UBS Group AG | 960K | $62.4M | -0.7% | 0.702% | 0.01% |
| 12 | Blackstone Inc | 894K | $58.1M | -63.3% | 0.654% | 0.24% |
| 13 | MILLER HOWARD INVESTMENTS INC /NY | 816K | $53.0M | +18.4% | 0.597% | 1.45% |
| 14 | TORTOISE CAPITAL ADVISORS, L.L.C. | 815K | $53.0M | +1.8% | 0.597% | 0.55% |
| 15 | BARCLAYS PLC | 795K | $51.6M | +36.5% | 0.582% | 0.02% |
| 16 | Fractal Investments LLC | 617K | $40.1M | 0.0% | 0.451% | 4.74% |
| 17 | BOWEN HANES & CO INC | 600K | $39.0M | 0.0% | 0.439% | 0.95% |
| 18 | Neuberger Berman Group LLC | 576K | $37.5M | -2.0% | 0.422% | 0.03% |
| 19 | Adams Asset Advisors, LLC | 566K | $36.8M | -1.0% | 0.414% | 4.12% |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 561K | $36.4M | -15.5% | 0.410% | 0.00% |
| 21 | RAYMOND JAMES FINANCIAL INC | 384K | $24.9M | +0.4% | 0.281% | 0.01% |
| 22 | Allianz Asset Management GmbH | 328K | $21.3M | +178.7% | 0.240% | 0.02% |
| 23 | CITIGROUP INC | 239K | $15.5M | +15.3% | 0.175% | 0.01% |
| 24 | WELLS FARGO & COMPANY/MN | 223K | $14.5M | +10.9% | 0.163% | 0.00% |
| 25 | BANK OF AMERICA CORP /DE/ | 205K | $13.3M | +32.0% | 0.150% | 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 SUN β a direct measure of their conviction.
Filings activity in SUN during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new SUN position in Q1 2026
Institutions that fully closed their SUN position in Q1 2026
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 287 | +8.3% | 47.79% | +9.13 pp | $4.27B | +24% |
| Q4 2025 | 265 | +0.8% | 38.66% | +2.81 pp | $3.45B | +7.8% |
| Q3 2025 | 263 | 3.3% | 35.85% | 1.99 pp | $3.20B | 5.3% |
| Q2 2025 | 272 | 3.5% | 37.84% | 1.92 pp | $3.38B | 4.8% |
| Q1 2025 | 282 | +6.8% | 39.76% | +5.71 pp | $3.55B | +17% |
| Q4 2024 | 264 | +0.0% | 34.05% | 0.42 pp | $3.04B | 1.2% |
| Q3 2024 | 264 | +0.0% | 34.47% | 7.64 pp | $3.08B | 18% |
| Q2 2024 | 264 | β | 42.11% | β | $3.76B | 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 SUN stock.
Based on Q1 2026 13F filings, institutional ownership of Sunoco LP stands at 47.8%, held across 287 reporting institutions.
ALPS ADVISORS INC is the largest reported institutional holder of SUN, with approximately 24,671,391 shares worth $1.60B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of SUN, including SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for SUN is 64 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
44 institutions opened new positions in SUN during Q1 2026, while 22 fully exited. 219 added to existing positions and 22 trimmed.
SUN institutional ownership rose by 9.13 percentage points quarter-over-quarter, with a net change of +22 holders.
The top 10 institutions account for 80.0% of all reported 13F value in SUN, and the top 25 account for 93.1%.
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.
Sunoco LP (SUN) Institutional Ownership