Sunoco LP - Common Units Representing Limited Partner Interests (SUN) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2014 to Q4 2025

Type / Class
Equity / Common Units Representing Limited Partner Interests
Symbol
SUN on NYSE
Shares outstanding
204,578,313
Price per share
$52.41
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
64,036,070
Total reported value
$3,204,325,556
% of total 13F portfolios
0%
Share change
+726,968
Value change
+$35,090,588
Number of holders
272
Price from insider filings
$52.41
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Sunoco LP - Common Units Representing Limited Partner Interests (SUN) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
ALPS ADVISORS INC 12% -22% $1,302,726,791 +$40,187,299 24,856,265 +3.2% ALPS Advisors, Inc. 31 Dec 2025

As of 30 Sep 2025, 272 institutional investors reported holding 64,036,070 shares of Sunoco LP - Common Units Representing Limited Partner Interests (SUN). This represents 31% of the company’s total 204,578,313 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Sunoco LP - Common Units Representing Limited Partner Interests (SUN) together control 29% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
ALPS ADVISORS INC 12% 24,089,484 +2.6% 6.7% $1,204,715,095
Invesco Ltd. 4.4% 8,991,309 -0.98% 0.07% $449,655,362
GOLDMAN SACHS GROUP INC 3.1% 6,395,714 -1.7% 0.05% $319,849,664
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.6% 3,179,502 +13% 0.25% $159,006,895
Energy Income Partners, LLC 0.94% 1,916,858 +1.7% 1.8% $95,862,069
Blackstone Inc. 0.92% 1,883,976 +4.9% 0.4% $94,217,640
COOPERMAN LEON G 0.79% 1,620,000 +10% 2.5% $81,016,200
TORTOISE CAPITAL ADVISORS, L.L.C. 0.71% 1,456,902 +3.7% 0.94% $72,859,669
UBS Group AG 0.5% 1,030,006 -11% 0.01% $51,510,601
MORGAN STANLEY 0.5% 1,021,720 -8% 0% $51,096,218
Recurrent Investment Advisors LLC 0.46% 934,137 +0.06% 3.6% $46,716,191
NEUBERGER BERMAN GROUP LLC 0.35% 713,303 +6.4% 0.03% $35,672,294
MILLER HOWARD INVESTMENTS INC /NY 0.34% 694,880 +0.55% 1.1% $34,750,959
Clearbridge Investments, LLC 0.32% 662,929 0% 0.02% $33,153,079
INFRASTRUCTURE CAPITAL ADVISORS, LLC 0.32% 648,427 -34% 4.2% $33,860,858
Fractal Investments LLC 0.3% 616,542 0% 4.5% $30,833,265
BOWEN HANES & CO INC 0.29% 600,000 0% 0.75% $30,006,000
BARCLAYS PLC 0.29% 593,970 +34% 0.01% $29,704,439
Adams Asset Advisors, LLC 0.28% 571,547 0% 3.7% $28,583,065
JPMORGAN CHASE & CO 0.22% 443,616 -43% 0% $22,185,281
RAYMOND JAMES FINANCIAL INC 0.19% 382,059 +4.4% 0.01% $19,106,747
FMR LLC 0.18% 365,630 +1412% 0% $18,285,156
CITIGROUP INC 0.12% 245,550 -0.75% 0.01% $12,279,955
CHICKASAW CAPITAL MANAGEMENT LLC 0.11% 228,429 +58% 0.47% $11,424,000
LPL Financial LLC 0.1% 196,329 +3% 0% $9,818,400

Institutional Holders of Sunoco LP - Common Units Representing Limited Partner Interests (SUN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,288,159 $67,521,412 -$1,876,419 $52.41 43
2025 Q3 64,036,070 $3,204,325,556 +$35,090,588 $50.01 272
2025 Q2 63,273,059 $3,390,855,775 +$69,056,686 $53.59 273
2025 Q1 60,993,185 $3,540,304,824 +$114,811,036 $58.06 284
2024 Q4 60,401,063 $3,108,156,202 +$146,396,922 $51.44 265
2024 Q3 57,812,461 $3,103,371,515 -$25,959,877 $53.68 274
2024 Q2 58,301,242 $3,296,417,357 +$1,872,582,216 $56.54 273
2024 Q1 20,895,469 $1,259,546,639 -$174,057,167 $60.29 211
2023 Q4 24,292,745 $1,455,771,801 +$318,063,909 $59.93 207
2023 Q3 18,365,031 $898,965,643 +$65,944,143 $48.95 183
2023 Q2 17,717,362 $771,764,569 +$1,599,940 $43.56 185
2023 Q1 17,678,662 $775,947,730 +$21,384,485 $43.89 176
2022 Q4 17,251,470 $743,120,791 +$44,568,532 $43.10 171
2022 Q3 16,221,444 $632,738,439 -$15,555,404 $38.97 159
2022 Q2 16,817,163 $626,834,803 -$8,830,506 $37.25 159
2022 Q1 17,202,384 $702,837,722 -$8,848,758 $40.84 159
2021 Q4 17,287,077 $705,715,018 -$14,291,911 $40.83 158
2021 Q3 17,603,829 $657,010,831 -$36,693,234 $37.32 142
2021 Q2 18,570,989 $699,963,725 -$75,887,901 $37.70 145
2021 Q1 20,708,322 $659,663,869 -$76,597,889 $31.84 131
2020 Q4 23,161,830 $666,586,471 -$24,412,226 $28.78 131
2020 Q3 24,037,249 $586,339,504 -$23,100,930 $24.39 128
2020 Q2 24,998,552 $570,868,993 -$9,869,585 $22.83 132
2020 Q1 22,806,462 $356,511,296 -$76,862,787 $15.64 120
2019 Q4 27,621,580 $845,320,056 -$17,692,557 $30.60 148
2019 Q3 28,052,469 $882,185,913 -$11,669,466 $31.45 125
2019 Q2 28,438,659 $889,582,729 +$482,445,454 $31.28 131
2019 Q1 28,644,653 $892,604,004 -$16,323,073 $31.16 123
2018 Q4 29,360,435 $798,386,764 +$9,572,774 $27.19 124
2018 Q3 28,824,231 $851,813,661 +$17,400,896 $29.55 127
2018 Q2 28,285,314 $706,012,489 -$28,349,549 $24.96 128
2018 Q1 29,392,970 $749,817,448 -$46,180,814 $25.51 108
2017 Q4 29,691,756 $843,357,200 +$13,794,681 $28.40 119
2017 Q3 30,495,168 $947,743,870 +$1,098,565 $31.10 107
2017 Q2 30,478,245 $932,931,352 +$141,917,815 $30.61 113
2017 Q1 25,930,845 $626,949,610 -$89,881,542 $24.17 106
2016 Q4 29,528,002 $794,088,000 -$171,203,462 $26.89 117
2016 Q3 35,808,959 $1,038,731,053 -$125,961,642 $29.01 117
2016 Q2 40,011,545 $1,198,306,429 +$206,021,856 $29.95 114
2016 Q1 33,110,565 $1,086,693,279 -$23,166,556 $33.13 103
2015 Q4 32,661,109 $1,263,740,449 +$500,764,393 $39.61 106
2015 Q3 20,131,857 $681,522,837 +$165,811,135 $33.85 97
2015 Q2 15,073,396 $682,811,933 +$15,426,396 $45.30 92
2015 Q1 14,901,896 $765,177,504 +$45,234,675 $51.35 96
2014 Q4 13,418,398 $667,812,815 +$596,397,370 $49.77 76
2014 Q3 107,041 $5,887,000 +$5,886,998 $54.91 2