Free Trial
→ The #1 AI Energy Stock (From Weiss Ratings) (Ad) Free SUN Stock Alerts

Sunoco (SUN) Institutional Ownership

Sunoco logo
$54.43 +1.36 (+2.56%)
Closing price 07/2/2025 03:59 PM Eastern
Extended Trading
$54.77 +0.34 (+0.63%)
As of 04:05 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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)
$652.05M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$147.63M
Get SUN Insider Trade Alerts

Want to know when executives and insiders are buying or selling Sunoco stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SUN Institutional Buying and Selling by Quarter

Sunoco Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/28/2025Ellsworth Advisors LLC31,342$1.82M0.5%N/A0.021%
5/16/2025Zurich Insurance Group Ltd FI27,200$1.58M0.0%N/A0.018%
5/16/2025McIlrath & Eck LLC3,429$199K0.0%N/A0.002%
5/16/2025Goldman Sachs Group Inc.6,523,354$378.75M0.1%-3.1%4.271%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,978,209$172.92M0.4%+14.2%1.951%
5/16/2025Advisors Asset Management Inc.49,523$2.88M0.1%+3.4%0.032%
5/15/2025Cooperman Leon G285,000$16.55M0.7%N/A0.187%
5/15/2025EP Wealth Advisors LLC8,590$499K0.0%+2.2%0.006%
5/15/2025Royal Bank of Canada159,128$9.24M0.0%+6.4%0.104%
5/15/2025Energy Income Partners LLC1,810,296$105.11M2.0%+2.6%1.186%
5/15/2025Cascade Investment Group Inc.25,475$1.48M1.1%-2.3%0.017%
5/14/2025Virtus Advisers LLC4,380$254K0.3%N/A0.003%
5/14/2025Jump Financial LLC5,380$312K0.0%N/A0.004%
5/14/2025Northwestern Mutual Wealth Management Co.2,040$118K0.0%+110.1%0.001%
5/14/2025Kestra Advisory Services LLC65,136$3.78M0.0%-2.5%0.043%
5/14/2025Tortoise Capital Advisors L.L.C.1,213,616$70.46M0.9%-5.2%0.795%
5/14/2025CW Advisors LLC19,618$1.13M0.0%N/A0.013%
5/14/2025Summit Financial LLC93,180$5.41M0.2%+21.9%0.061%
5/13/2025Ethos Financial Group LLC7,777$452K0.0%N/A0.005%
5/13/2025Raymond James Financial Inc.346,963$20.15M0.0%+0.6%0.227%
5/13/2025Cresset Asset Management LLC4,109$239K0.0%-63.0%0.003%
5/13/2025Kovitz Investment Group Partners LLC11,798$685K0.0%-19.2%0.008%
5/13/2025Neuberger Berman Group LLC644,512$37.42M0.0%+29.4%0.422%
5/13/2025Finer Wealth Management Inc.32,083$1.86M1.1%+3.4%0.021%
5/12/2025Independent Advisor Alliance8,148$473K0.0%+8.6%0.005%
5/12/2025Barnett & Company Inc.42,333$2.46M2.1%-15.6%0.028%
5/12/2025Invesco Ltd.9,165,717$532.16M0.1%+3.3%6.005%
5/12/2025Townsquare Capital LLC4,512$262K0.0%+15.8%0.003%
5/12/2025NBW Capital LLC74,578$4.33M1.0%N/A0.049%
5/9/2025Westwood Holdings Group Inc.25,596$1.49M0.0%-23.4%0.017%
5/9/2025Atria Wealth Solutions Inc.4,462$259K0.0%-10.3%0.003%
5/9/2025IPG Investment Advisors LLC3,760$218K0.0%N/A0.002%
5/9/2025ING Groep NV276,000$16.03M0.1%-46.3%0.181%
5/9/2025Delta Financial Group Inc.9,094$518K0.1%N/A0.006%
5/9/2025PNC Financial Services Group Inc.17,624$1.02M0.0%-26.8%0.012%
5/8/2025Moors & Cabot Inc.15,424$896K0.0%+8.4%0.010%
5/8/2025US Bancorp DE21,619$1.26M0.0%-2.7%0.014%
5/7/2025Sheaff Brock Investment Advisors LLC4,376$254K0.0%N/A0.003%
5/7/2025LPL Financial LLC184,925$10.74M0.0%+3.9%0.121%
5/7/2025Texas Yale Capital Corp.81,476$4.73M0.2%+16.3%0.053%
This Signal Only Flashes Once Every 4 Years – And It Just Triggered (Ad)

This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in crypto. Now it’s back, and the smart money is already positioning. A free training reveals the step-by-step strategy and altcoin picks designed to help you capitalize on the next wave.

Missed the Last Crypto Boom? Don’t Miss This One - PLUS Claim your $10 in Bitcoin
5/6/2025Avantax Advisory Services Inc.12,912$750K0.0%+6.7%0.008%
5/6/2025Journey Strategic Wealth LLC12,289$713K0.0%-1.8%0.008%
5/6/2025Wedbush Securities Inc.10,451$607K0.0%-10.5%0.007%
5/6/2025Summit Wealth Partners LLC3,716$216K0.0%N/A0.002%
5/6/2025Retirement Income Solutions Inc3,500$203K0.0%N/A0.002%
5/5/2025HighPoint Advisor Group LLC4,534$268K0.0%-18.1%0.003%
5/5/2025Allianz Asset Management GmbH304,500$17.68M0.0%+59.5%0.199%
5/5/2025J.W. Cole Advisors Inc.70,258$4.08M0.1%+785.1%0.046%
5/5/2025IFP Advisors Inc2,865$166K0.0%+17.1%0.002%
5/5/2025Private Advisor Group LLC36,551$2.12M0.0%-30.1%0.024%
5/2/2025Apollon Wealth Management LLC39,062$2.27M0.0%-0.9%0.026%
5/2/2025Sigma Planning Corp18,301$1.06M0.0%+1.7%0.012%
5/1/2025ELCO Management Co. LLC26,090$1.52M0.8%-25.0%0.017%
5/1/2025Stephens Inc. AR7,616$442K0.0%N/A0.005%
4/30/2025Alps Advisors Inc.23,132,625$1.34B7.8%+12.3%15.154%
4/30/2025Allworth Financial LP925$54K0.0%-46.3%0.001%
4/30/2025Stratos Wealth Partners LTD.9,640$560K0.0%+7.4%0.006%
4/30/2025Alpha Cubed Investments LLC3,512$204K0.0%N/A0.002%
4/29/2025U.S. Capital Wealth Advisors LLC9,267$538K0.0%N/A0.006%
4/29/2025Financial Counselors Inc.7,595$441K0.0%-18.8%0.005%
4/29/2025Capital Advisors Inc. OK7,224$419K0.0%-11.8%0.005%
4/29/2025Envestnet Asset Management Inc.32,603$1.89M0.0%+6.0%0.021%
4/29/2025Concurrent Investment Advisors LLC4,122$239K0.0%N/A0.003%
4/29/2025Bank of New York Mellon Corp4,278$248K0.0%N/A0.003%
4/29/2025World Investment Advisors4,800$279K0.0%N/A0.003%
4/28/2025Miller Howard Investments Inc. NY687,244$39.90M1.3%+15.5%0.450%
4/28/2025Kanawha Capital Management LLC3,800$221K0.0%N/A0.002%
4/28/2025DAVENPORT & Co LLC3,750$218K0.0%N/A0.002%
4/24/2025Crescent Grove Advisors LLC25,805$1.50M0.2%N/A0.017%
4/23/2025International Assets Investment Management LLC11,252$653K0.0%+1.9%0.007%
4/23/2025Oppenheimer & Co. Inc.7,365$428K0.0%+7.3%0.005%
4/23/2025Oppenheimer Asset Management Inc.6,884$400K0.0%+51.9%0.005%
4/22/2025Flagship Harbor Advisors LLC3,510$204K0.0%N/A0.002%
4/22/2025Cambridge Investment Research Advisors Inc.25,232$1.47M0.0%+4.7%0.017%
4/21/2025United Advisor Group LLC7,479$434K0.1%+4.9%0.005%
4/21/2025Adams Asset Advisors LLC569,273$33.05M4.5%-0.4%0.373%
4/17/2025Inscription Capital LLC5,475$330K0.1%N/A0.004%
4/17/2025Janney Montgomery Scott LLC14,447$839K0.0%+7.8%0.009%
4/17/2025M.E. Allison & CO. Inc.11,745$682K0.7%+11.4%0.008%
4/17/2025Exchange Traded Concepts LLC118,433$6.88M0.1%-0.5%0.078%
4/16/2025Wealth Enhancement Advisory Services LLC5,262$306K0.0%+5.6%0.003%
4/15/2025Focus Financial Network Inc.17,353$1.01M0.0%+4.8%0.011%
4/15/2025Dividend Assets Capital LLC25,378$1.47M0.3%-12.3%0.017%
4/15/2025Wealthcare Advisory Partners LLC10,007$581K0.0%-2.4%0.007%
4/14/2025Patriot Financial Group Insurance Agency LLC4,995$290K0.0%-6.3%0.003%
4/10/2025Wealth Alliance Advisory Group LLC3,654$212K0.0%N/A0.002%
4/9/2025Chickasaw Capital Management LLC138,000$8.01M0.3%+79.2%0.090%
3/17/2025Wealth Enhancement Advisory Services LLC4,983$256K0.0%+13.5%0.003%
2/24/2025United Advisor Group LLC7,128$367K0.1%-16.8%0.005%
2/17/2025Tidal Investments LLC7,148$368K0.0%-5.9%0.005%
Elon’s BIGGEST warning yet? (Ad)

Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.

Click here to see why Tesla's about to prove everyone wrong... again.
2/17/2025State of Wyoming1,985$102K0.0%N/A0.001%
2/17/2025Recurrent Investment Advisors LLC888,862$45.72M4.2%+2.9%0.583%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,608,701$134.19M0.3%+5.2%1.712%
2/17/2025EP Wealth Advisors LLC8,404$432K0.0%-39.9%0.006%
2/17/2025CoreCap Advisors LLC925$48K0.0%-97.8%0.001%
2/17/2025Cresset Asset Management LLC11,097$571K0.0%+58.8%0.007%
2/17/2025Cetera Investment Advisers33,599$1.73M0.0%+2.8%0.022%
2/17/2025Blackstone Inc.1,349,652$69.43M0.3%-5.6%0.886%
2/17/2025Baird Financial Group Inc.16,302$839K0.0%-9.4%0.011%
2/17/2025Bank of America Corp DE251,562$12.94M0.0%-38.7%0.165%
(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, 252 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 Sunoco's institutional investors.

What percentage of Sunoco's stock is owned by institutional investors?

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

Which institutional investors have been buying Sunoco's stock?

Of the 218 institutional investors that purchased Sunoco's 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 11,751,442 shares in the last 24 months. This purchase volume represents approximately $652.05M in transactions.

Which of Sunoco's major shareholders have been selling company stock?

Of the 79 institutional investors that sold Sunoco's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($672.13K), International Assets Investment Management LLC ($561.74K), ING Groep NV ($237.72K), Goldman Sachs Group Inc. ($211.61K), Bank of America Corp DE ($158.48K), Tortoise Capital Advisors L.L.C. ($136.07K), and Fractal Investments LLC ($119.91K).

How much institutional selling is happening at Sunoco?

Institutional investors have sold a total of 2,754,822 shares in the last 24 months. This volume of shares sold represents approximately $147.63M in transactions.


Related Companies

This page (NYSE:SUN) was last updated on 7/3/2025 by MarketBeat.com Staff
From Our Partners
Trump’s New Order Could Boost Social Security Benefits by 400%
If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...
InvestorPlace | Sponsored
The $15 Gold Fund That Pays Up to $1,152/Month
Gold prices are breaking records. But while everyone else is fixated on headlines… They're missing somet...
Investors Alley | Sponsored
A grave, grave error.
President Donald Trump made headlines last month with a staggering claim. He stated that since taking offic...
Porter & Company | Sponsored
Buffett’s $325 Billion Cash Problem — Solved by Gold?
A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. Most inves...
Golden Portfolio | Sponsored
AI Meltdown Imminent: Dump These Stocks Now!
If you have any money in the markets, especially in AI stocks… Please click here to see Elon Musk’s new inv...
Paradigm Press | Sponsored
Post-Halving = Profit Season (Here’s How to Win It)
It happens like clockwork. Every four years, the crypto market enters a new phase — and for those who know how...
Crypto Swap Profits | Sponsored
Make 22x more from this summer’s Bitcoin boom
Bitcoin is on fire again. Wall Street’s piling in. ETFs are smashing volume records. And regular investors ...
Brownstone Research | Sponsored
The $7 company helping Nvidia build the world’s first trillion-dollar robot …
Michael Robinson has been at the forefront of the technology market for over 40 years. Spotting some profit...
Weiss Ratings | Sponsored