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Sunoco (SUN) Institutional Ownership

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$55.24 -0.74 (-1.32%)
Closing price 05/21/2025 03:59 PM Eastern
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$55.34 +0.10 (+0.19%)
As of 05/21/2025 07:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Sunoco (NYSE:SUN)

Current
Institutional Ownership
Percentage
24.29%
Number of
Institutional Buyers
(last 12 months)
169
Total
Institutional Inflows
(last 12 months)
$650.48M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$147.63M
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SUN Institutional Buying and Selling by Quarter

Sunoco Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Zurich Insurance Group Ltd FI27,200$1.58M0.0%N/A0.018%
5/16/2025 McIlrath & Eck LLC3,429$199K0.0%N/A0.002%
5/16/2025 Goldman Sachs Group Inc.6,523,354$378.75M0.1%-3.1%4.273%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,978,209$172.92M0.4%+14.2%1.951%
5/16/2025 Advisors Asset Management Inc.49,523$2.88M0.1%+3.4%0.032%
5/15/2025 Cooperman Leon G285,000$16.55M0.7%N/A0.187%
5/15/2025 EP Wealth Advisors LLC8,590$499K0.0%+2.2%0.006%
5/15/2025 Royal Bank of Canada159,128$9.24M0.0%+6.4%0.104%
5/15/2025 Energy Income Partners LLC1,810,296$105.11M2.0%+2.6%1.186%
5/15/2025 Cascade Investment Group Inc.25,475$1.48M1.1%-2.3%0.017%
5/14/2025 Virtus Advisers LLC4,380$254K0.3%N/A0.003%
5/14/2025 Jump Financial LLC5,380$312K0.0%N/A0.004%
5/14/2025 Northwestern Mutual Wealth Management Co.2,040$118K0.0%+110.1%0.001%
5/14/2025 Kestra Advisory Services LLC65,136$3.78M0.0%-2.5%0.043%
5/14/2025 Tortoise Capital Advisors L.L.C.1,213,616$70.46M0.9%-5.2%0.795%
5/14/2025 CW Advisors LLC19,618$1.13M0.0%N/A0.013%
5/14/2025 Summit Financial LLC93,180$5.41M0.2%+21.9%0.061%
5/13/2025 Ethos Financial Group LLC7,777$452K0.0%N/A0.005%
5/13/2025 Raymond James Financial Inc.346,963$20.15M0.0%+0.6%0.227%
5/13/2025 Cresset Asset Management LLC4,109$239K0.0%-63.0%0.003%
5/13/2025 Kovitz Investment Group Partners LLC11,798$685K0.0%-19.2%0.008%
5/13/2025 Neuberger Berman Group LLC644,512$37.42M0.0%+29.4%0.422%
5/13/2025 Finer Wealth Management Inc.32,083$1.86M1.1%+3.4%0.021%
5/12/2025 Independent Advisor Alliance8,148$473K0.0%+8.6%0.005%
5/12/2025 Barnett & Company Inc.42,333$2.46M2.1%-15.6%0.028%
5/12/2025 Invesco Ltd.9,165,717$532.16M0.1%+3.3%6.005%
5/12/2025 Townsquare Capital LLC4,512$262K0.0%+15.8%0.003%
5/12/2025 NBW Capital LLC74,578$4.33M1.0%N/A0.049%
5/9/2025 Westwood Holdings Group Inc.25,596$1.49M0.0%-23.4%0.017%
5/9/2025 Atria Wealth Solutions Inc.4,462$259K0.0%-10.3%0.003%
5/9/2025 IPG Investment Advisors LLC3,760$218K0.0%N/A0.002%
5/9/2025 ING Groep NV276,000$16.03M0.1%-46.3%0.181%
5/9/2025 Delta Financial Group Inc.9,094$518K0.1%N/A0.006%
5/9/2025 PNC Financial Services Group Inc.17,624$1.02M0.0%-26.8%0.012%
5/8/2025 Moors & Cabot Inc.15,424$896K0.0%+8.4%0.010%
5/8/2025 US Bancorp DE21,619$1.26M0.0%-2.7%0.014%
5/7/2025 Sheaff Brock Investment Advisors LLC4,376$254K0.0%N/A0.003%
5/7/2025 LPL Financial LLC184,925$10.74M0.0%+3.9%0.121%
5/7/2025 Texas Yale Capital Corp.81,476$4.73M0.2%+16.3%0.053%
5/6/2025 Avantax Advisory Services Inc.12,912$750K0.0%+6.7%0.008%
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5/6/2025 Journey Strategic Wealth LLC12,289$713K0.0%-1.8%0.008%
5/6/2025 Wedbush Securities Inc.10,451$607K0.0%-10.5%0.007%
5/6/2025 Summit Wealth Partners LLC3,716$216K0.0%N/A0.002%
5/6/2025 Retirement Income Solutions Inc3,500$203K0.0%N/A0.002%
5/5/2025 HighPoint Advisor Group LLC4,534$268K0.0%-18.1%0.003%
5/5/2025 Allianz Asset Management GmbH304,500$17.68M0.0%+59.5%0.199%
5/5/2025 J.W. Cole Advisors Inc.70,258$4.08M0.1%+785.1%0.046%
5/5/2025 IFP Advisors Inc2,865$166K0.0%+17.1%0.002%
5/5/2025 Private Advisor Group LLC36,551$2.12M0.0%-30.1%0.024%
5/2/2025 Apollon Wealth Management LLC39,062$2.27M0.0%-0.9%0.026%
5/2/2025 Sigma Planning Corp18,301$1.06M0.0%+1.7%0.012%
5/1/2025 ELCO Management Co. LLC26,090$1.52M0.8%-25.0%0.017%
5/1/2025 Stephens Inc. AR7,616$442K0.0%N/A0.005%
4/30/2025 Alps Advisors Inc.23,132,625$1.34B7.8%+12.3%15.154%
4/30/2025 Allworth Financial LP925$54K0.0%-46.3%0.001%
4/30/2025 Stratos Wealth Partners LTD.9,640$560K0.0%+7.4%0.006%
4/30/2025 Alpha Cubed Investments LLC3,512$204K0.0%N/A0.002%
4/29/2025 U.S. Capital Wealth Advisors LLC9,267$538K0.0%N/A0.006%
4/29/2025 Financial Counselors Inc.7,595$441K0.0%-18.8%0.005%
4/29/2025 Capital Advisors Inc. OK7,224$419K0.0%-11.8%0.005%
4/29/2025 Envestnet Asset Management Inc.32,603$1.89M0.0%+6.0%0.021%
4/29/2025 Concurrent Investment Advisors LLC4,122$239K0.0%N/A0.003%
4/29/2025 Bank of New York Mellon Corp4,278$248K0.0%N/A0.003%
4/29/2025 World Investment Advisors4,800$279K0.0%N/A0.003%
4/28/2025 Miller Howard Investments Inc. NY687,244$39.90M1.3%+15.5%0.450%
4/28/2025 Kanawha Capital Management LLC3,800$221K0.0%N/A0.002%
4/28/2025 DAVENPORT & Co LLC3,750$218K0.0%N/A0.002%
4/24/2025 Crescent Grove Advisors LLC25,805$1.50M0.2%N/A0.017%
4/23/2025 International Assets Investment Management LLC11,252$653K0.0%+1.9%0.007%
4/23/2025 Oppenheimer & Co. Inc.7,365$428K0.0%+7.3%0.005%
4/23/2025 Oppenheimer Asset Management Inc.6,884$400K0.0%+51.9%0.005%
4/22/2025 Flagship Harbor Advisors LLC3,510$204K0.0%N/A0.002%
4/22/2025 Cambridge Investment Research Advisors Inc.25,232$1.47M0.0%+4.7%0.017%
4/21/2025 United Advisor Group LLC7,479$434K0.1%+4.9%0.005%
4/21/2025 Adams Asset Advisors LLC569,273$33.05M4.5%-0.4%0.373%
4/17/2025 Inscription Capital LLC5,475$330K0.1%N/A0.004%
4/17/2025 Janney Montgomery Scott LLC14,447$839K0.0%+7.8%0.009%
4/17/2025 M.E. Allison & CO. Inc.11,745$682K0.7%+11.4%0.008%
4/17/2025 Exchange Traded Concepts LLC118,433$6.88M0.1%-0.5%0.078%
4/16/2025 Wealth Enhancement Advisory Services LLC5,262$306K0.0%+5.6%0.003%
4/15/2025 Focus Financial Network Inc.17,353$1.01M0.0%+4.8%0.011%
4/15/2025 Dividend Assets Capital LLC25,378$1.47M0.3%-12.3%0.017%
4/15/2025 Wealthcare Advisory Partners LLC10,007$581K0.0%-2.4%0.007%
4/14/2025 Patriot Financial Group Insurance Agency LLC4,995$290K0.0%-6.3%0.003%
4/10/2025 Wealth Alliance Advisory Group LLC3,654$212K0.0%N/A0.002%
4/9/2025 Chickasaw Capital Management LLC138,000$8.01M0.3%+79.2%0.090%
3/17/2025 Wealth Enhancement Advisory Services LLC4,983$256K0.0%+13.5%0.003%
2/24/2025 United Advisor Group LLC7,128$367K0.1%-16.8%0.005%
2/17/2025 Tidal Investments LLC7,148$368K0.0%-5.9%0.005%
2/17/2025 State of Wyoming1,985$102K0.0%N/A0.001%
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2/17/2025 Recurrent Investment Advisors LLC888,862$45.72M4.2%+2.9%0.583%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,608,701$134.19M0.3%+5.2%1.712%
2/17/2025 EP Wealth Advisors LLC8,404$432K0.0%-39.9%0.006%
2/17/2025 CoreCap Advisors LLC925$48K0.0%-97.8%0.001%
2/17/2025 Cresset Asset Management LLC11,097$571K0.0%+58.8%0.007%
2/17/2025 Cetera Investment Advisers33,599$1.73M0.0%+2.8%0.022%
2/17/2025 Blackstone Inc.1,349,652$69.43M0.3%-5.6%0.886%
2/17/2025 Baird Financial Group Inc.16,302$839K0.0%-9.4%0.011%
2/17/2025 Bank of America Corp DE251,562$12.94M0.0%-38.7%0.165%
2/17/2025 Ameriprise Financial Inc.34,013$1.75M0.0%+35.2%0.022%
(Data available from 1/1/2016 forward)

SUN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SUN shares?

During the previous two years, 251 institutional investors and hedge funds held shares of Sunoco. The most heavily invested institutionals were Alps Advisors Inc. ($1.34B), Invesco Ltd. ($532.16M), Goldman Sachs Group Inc. ($378.75M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($172.92M), JPMorgan Chase & Co. ($110.63M), Energy Income Partners LLC ($105.11M), and Tortoise Capital Advisors L.L.C. ($70.46M).Learn more on SUN's institutional investors.

What percentage of Sunoco stock is owned by institutional investors?

24.29% of Sunoco stock is owned by institutional investors. Learn more on SUN's institutional investor holdings.

Which institutional investors have been buying Sunoco stock?

Of the 217 institutional investors that purchased Sunoco stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Alps Advisors Inc. ($2.53M), Tortoise Capital Advisors L.L.C. ($1.35M), International Assets Investment Management LLC ($1.13M), Blackstone Inc. ($876.45K), Raymond James Financial Inc. ($691.80K), Miller Howard Investments Inc. NY ($680.81K), and ING Groep NV ($613.72K).

How much institutional buying is happening at Sunoco?

Institutional investors have bought a total of 16,307,643 shares in the last 24 months. This purchase volume represents approximately $910.87M in transactions.

Which Sunoco major shareholders have been selling company stock?

Of the 108 institutional investors that sold Sunoco stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Blackstone Inc. ($1.32M), FMR LLC ($672.13K), International Assets Investment Management LLC ($561.74K), Clearbridge Investments LLC ($310.94K), ING Groep NV ($237.72K), Invesco Ltd. ($233.73K), and Goldman Sachs Group Inc. ($211.61K).

How much institutional selling is happening at Sunoco?

Institutional investors have sold a total of 5,057,446 shares in the last 24 months. This volume of shares sold represents approximately $279.87M in transactions.



This page (NYSE:SUN) was last updated on 5/22/2025 by MarketBeat.com Staff
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