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Sunoco (SUN) Institutional Ownership

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$54.09 +1.04 (+1.95%)
Closing price 10/17/2025 03:59 PM Eastern
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$53.20 -0.89 (-1.65%)
As of 10/17/2025 07:48 PM 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.
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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)
152
Total
Institutional Inflows
(last 12 months)
$534.73M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$222.92M
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Skip Chart & View Institutional Buying and Selling Data

SUN Institutional Buying and Selling by Quarter

Sunoco Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/17/2025Apollon Wealth Management LLC26,582$1.33M0.0%-2.8%0.017%
10/16/2025 Carnegie Investment Counsel5,394$270K0.0%-7.7%0.004%
10/15/2025 Spirit of America Management Corp NY13,000$650K0.1%-3.7%0.008%
10/15/2025 Gilman Hill Asset Management LLC37,629$1.88M0.3%+63.5%0.025%
10/14/2025 Exchange Traded Concepts LLC108,556$5.43M0.0%-5.5%0.071%
10/14/2025 Baldwin Wealth Partners LLC MA9,860$493K0.0%-13.2%0.006%
10/10/2025 Focus Financial Network Inc.19,691$985K0.0%+2.6%0.013%
10/8/2025 Patriot Financial Group Insurance Agency LLC5,635$282K0.0%+16.0%0.004%
10/7/2025 Chickasaw Capital Management LLC228,429$11.42M0.5%+58.2%0.149%
9/26/2025Corient Private Wealth LLC13,124$703K0.0%N/A0.009%
9/4/2025Osaic Holdings Inc.56,245$3.01M0.0%-8.2%0.037%
8/25/2025Neuberger Berman Group LLC670,269$35.92M0.0%+4.0%0.438%
8/19/2025B. Riley Wealth Advisors Inc.9,387$503K0.0%N/A0.006%
8/19/2025State of Wyoming2,080$111K0.0%N/A0.001%
8/18/2025Westwood Holdings Group Inc.29,030$1.56M0.0%+13.4%0.019%
8/15/2025Corient Private Wealth LLC26,248$1.41M0.0%N/A0.017%
8/15/2025Two Sigma Securities LLC5,684$305K0.0%N/A0.004%
8/15/2025MML Investors Services LLC13,988$750K0.0%-9.5%0.009%
8/15/2025HRT Financial LP75,133$4.03M0.0%+69.8%0.049%
8/15/2025IHT Wealth Management LLC10,302$552K0.0%+2.1%0.007%
8/15/2025EP Wealth Advisors LLC8,886$476K0.0%+3.4%0.006%
8/15/2025Energy Income Partners LLC1,883,992$100.96M2.0%+4.1%1.233%
8/15/2025Curi Capital LLC4,809$258K0.0%N/A0.003%
8/15/2025BNP Paribas Financial Markets8,420$451K0.0%-15.2%0.006%
8/15/2025Ameriprise Financial Inc.37,488$2.00M0.0%+8.1%0.025%
8/14/2025Raymond James Financial Inc.365,953$19.61M0.0%+5.5%0.240%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,805,106$150.33M0.3%-5.8%1.836%
8/14/2025HUB Investment Partners LLC206,606$11.07M0.4%-0.1%0.135%
8/14/2025NewEdge Advisors LLC7,088$380K0.0%+226.2%0.005%
8/13/2025Quantum Portfolio Management LLC11,418$612K0.3%+17.0%0.007%
8/13/2025Finer Wealth Management Inc.32,942$1.77M0.9%+2.7%0.022%
8/13/2025Brown Advisory Inc.12,174$652K0.0%+10.9%0.008%
8/13/2025First Trust Advisors LP45,761$2.45M0.0%-42.7%0.030%
8/13/2025Crescent Grove Advisors LLC43,419$2.33M0.2%+68.3%0.028%
8/13/2025Invesco Ltd.9,080,481$486.62M0.1%-0.9%5.945%
8/13/2025NBW Capital LLC76,009$4.07M0.9%+1.9%0.050%
8/13/2025Neuberger Berman Group LLC670,269$35.92M0.0%+4.0%0.439%
8/12/2025J.W. Cole Advisors Inc.64,881$3.48M0.1%-7.7%0.042%
8/12/2025Advisors Asset Management Inc.50,528$2.71M0.0%+2.0%0.033%
8/12/2025Journey Strategic Wealth LLC10,458$560K0.0%-14.9%0.007%
8/12/2025JPMorgan Chase & Co.771,976$41.37M0.0%-54.4%0.505%
8/11/2025United Advisor Group LLC8,093$434K0.1%+8.2%0.005%
8/11/2025Duff & Phelps Investment Management Co.113,263$6.07M0.1%+470.0%0.074%
8/8/2025Rockefeller Capital Management L.P.14,976$803K0.0%+13.1%0.010%
8/8/2025Westwood Holdings Group Inc.29,030$1.56M0.0%+13.4%0.019%
8/8/2025Cetera Investment Advisers35,902$1.92M0.0%+7.2%0.024%
8/8/2025Wealth Alliance LLC5,561$298K0.0%N/A0.004%
8/7/2025Allworth Financial LP5,235$281K0.0%+465.9%0.003%
8/7/2025Midwest Trust Co7,595$407K0.0%N/A0.005%
8/7/2025Parkside Financial Bank & Trust1,379$74K0.0%+95.9%0.001%
8/6/2025Wedbush Securities Inc.9,483$508K0.0%-9.3%0.006%
8/6/2025Texas Yale Capital Corp.90,666$4.86M0.2%+11.3%0.059%
8/6/2025Ethos Financial Group LLC4,142$222K0.0%-46.7%0.003%
8/5/2025GPS Wealth Strategies Group LLC685$37K0.0%-44.9%0.000%
8/5/2025Sigma Planning Corp16,306$874K0.0%-10.9%0.011%
8/4/2025 World Investment Advisors4,500$241K0.0%-6.3%0.003%
8/1/2025Bessemer Group Inc.1,360$72K0.0%+41.7%0.001%
8/1/2025Envestnet Asset Management Inc.31,266$1.68M0.0%-4.1%0.020%
7/31/2025Oppenheimer Asset Management Inc.6,479$347K0.0%-5.9%0.004%
7/31/2025 Carnegie Investment Counsel5,847$313K0.0%+12.3%0.004%
7/30/2025Whittier Trust Co. of Nevada Inc.50,351$2.70M0.1%-30.2%0.033%
7/29/2025Stephens Inc. AR6,569$352K0.0%-13.7%0.004%
7/29/2025Uhlmann Price Securities LLC8,786$471K0.3%-10.2%0.006%
7/29/2025International Assets Investment Management LLC11,061$593K0.0%-1.7%0.007%
7/29/2025Oxbow Advisors LLC10,595$568K0.1%+32.4%0.007%
7/29/2025Harbor Asset Planning Inc.762$41K0.0%N/A0.000%
7/28/2025Allianz Asset Management GmbH146,300$7.84M0.0%-52.0%0.096%
7/25/2025MGO One Seven LLC6,566$352K0.0%-36.6%0.004%
7/25/2025Cypress Capital Group8,620$462K0.1%N/A0.006%
7/25/2025Apollon Wealth Management LLC27,349$1.47M0.0%-30.0%0.018%
7/24/2025Cascade Investment Group Inc.24,875$1.33M0.9%-2.4%0.016%
7/24/2025IFP Advisors Inc2,014$108K0.0%-29.7%0.001%
7/24/2025US Bancorp DE18,984$1.02M0.0%-12.2%0.012%
7/21/2025Hennessy Advisors Inc.166,800$8.94M0.3%N/A0.109%
7/21/2025Ameritas Advisory Services LLC5,187$278K0.0%+3.9%0.003%
7/21/2025Sovereign Investment Advisors LLC43,522$2.33M0.6%N/A0.028%
7/18/2025PFG Investments LLC5,671$304K0.0%-14.8%0.004%
7/17/2025XML Financial LLC9,221$494K0.0%-15.8%0.006%
7/17/2025Janney Montgomery Scott LLC17,086$916K0.0%+18.3%0.011%
7/14/2025 U.S. Capital Wealth Advisors LLC9,996$536K0.0%+7.9%0.007%
7/11/2025 Quad Cities Investment Group LLC13,577$728K0.3%+4.1%0.009%
7/11/2025Miller Howard Investments Inc. NY691,096$37.04M1.2%+0.6%0.452%
7/10/2025 Exchange Traded Concepts LLC114,820$6.15M0.1%-3.1%0.075%
7/10/2025Wealth Enhancement Advisory Services LLC41,101$2.26M0.0%+681.1%0.027%
7/10/2025 Focus Financial Network Inc.19,200$1.03M0.0%+10.6%0.013%
7/10/2025 Chickasaw Capital Management LLC144,429$7.74M0.3%+4.7%0.095%
7/9/2025 Gilman Hill Asset Management LLC23,009$1.23M0.2%+23.2%0.015%
7/8/2025 Adams Asset Advisors LLC571,547$30.63M4.3%+0.4%0.374%
7/7/2025Fractal Investments LLC616,542$33.04M4.7%+11.5%0.404%
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%
(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, 261 institutional investors and hedge funds held shares of Sunoco. The most heavily invested institutionals were Alps Advisors Inc. ($1.34B), Invesco Ltd. ($486.62M), Goldman Sachs Group Inc. ($378.75M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($150.33M), Energy Income Partners LLC ($100.96M), Tortoise Capital Advisors L.L.C. ($70.46M), and Blackstone Inc. ($69.43M).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 225 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. ($710.79K), ING Groep NV ($613.72K), and Goldman Sachs Group Inc. ($551.75K).

How much institutional buying is happening at Sunoco?

Institutional investors have bought a total of 9,723,356 shares in the last 24 months. This purchase volume represents approximately $534.73M in transactions.

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

Of the 94 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: JPMorgan Chase & Co. ($962.14K), FMR LLC ($672.13K), International Assets Investment Management LLC ($561.93K), ING Groep NV ($237.72K), Goldman Sachs Group Inc. ($211.61K), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($173.10K), and Bank of America Corp DE ($158.48K).

How much institutional selling is happening at Sunoco?

Institutional investors have sold a total of 4,158,528 shares in the last 24 months. This volume of shares sold represents approximately $222.92M in transactions.


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This page (NYSE:SUN) was last updated on 10/19/2025 by MarketBeat.com Staff
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