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Sunoco (SUN) Institutional Ownership

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$75.89 -1.00 (-1.30%)
Closing price 03:58 PM Eastern
Extended Trading
$76.82 +0.94 (+1.23%)
As of 04:34 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 Massive. 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)
114
Total
Institutional Inflows
(last 12 months)
$331.30M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$175.88M
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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
8/20/2026 Sigma Planning Corp12,233$826K0.0%-5.1%0.006%
8/20/2026 Benjamin Edwards Inc.7,589$512K0.0%-3.9%0.004%
8/20/2026 Wedbush Securities Inc.6,110$412K0.0%+2.8%0.003%
8/19/2026 Van ECK Associates Corp25,709$1.74M0.0%-51.7%0.013%
8/12/2026 Compass Financial Management LLC807$60K0.0%N/A0.000%
8/6/2026 Bank of New York Mellon Corp7,887$532K0.0%N/A0.004%
7/24/2026 Avidian Wealth Enterprises LLC7,490$506K0.0%+8.3%0.004%
7/24/2026 Benjamin Edwards Inc.7,589$512K0.0%-3.9%0.004%
7/24/2026 Cascade Investment Group Inc.21,580$1.46M0.8%-1.4%0.011%
7/23/2026 PFG Investments LLC5,951$402K0.0%+4.1%0.003%
7/22/2026 Exchange Traded Concepts LLC106,281$7.17M0.0%-11.9%0.052%
7/21/2026 IFP Advisors Inc1,101$74K0.0%-36.8%0.001%
7/10/2026 Fruth Investment Management3,000$202K0.0%N/A0.001%
7/10/2026 Wealthcare Advisory Partners LLC6,007$405K0.0%-34.0%0.003%
7/9/2026 Focus Financial Network Inc.16,594$1.12M0.0%-1.7%0.008%
7/7/2026 Quad Cities Investment Group LLC15,230$1.03M0.4%+7.3%0.007%
6/18/2026 Western Wealth Management LLC2,119$138K0.0%N/A0.001%
6/3/2026 NewEdge Advisors LLC10,986$714K0.0%+44.0%0.005%
5/26/2026 Glenmede Trust Co. NA35,000$2.27M0.0%-9.8%0.017%
5/19/2026 Western Wealth Management LLC2,119$138K0.0%N/A0.001%
5/19/2026 NewEdge Advisors LLC8,704$565K0.0%+14.1%0.004%
5/19/2026 Bank of America Corp DE204,609$13.29M0.0%+32.0%0.100%
5/18/2026 Royal Bank of Canada190,474$12.38M0.0%+7.2%0.093%
5/18/2026 Recurrent Investment Advisors LLC1,027,877$66.78M4.0%+51.5%0.502%
5/18/2026 Energy Income Partners LLC1,901,251$123.52M2.0%-2.8%0.928%
5/16/2026 Infrastructure Capital Advisors LLC972,935$63.21M4.4%+34.1%0.475%
5/16/2026 Quantinno Capital Management LP9,491$617K0.0%-10.9%0.005%
5/15/2026 Gateway Wealth Partners LLC3,500$227K0.0%N/A0.002%
5/15/2026 Waverly Advisors LLC132,058$8.58M0.1%+5.3%0.064%
5/14/2026 Lido Advisors LLC6,118$397K0.0%N/A0.003%
5/13/2026 Cetera Investment Advisers62,560$4.07M0.0%+15.1%0.031%
5/13/2026 First Trust Advisors LP40,503$2.63M0.0%-28.2%0.020%
5/8/2026 PNC Financial Services Group Inc.16,899$1.10M0.0%+3.4%0.008%
5/8/2026 Cassaday & Co Wealth Management LLC1,196$78K0.0%N/A0.001%
5/7/2026 Legacy Wealth Advisors LLC3,284$213K0.1%N/A0.002%
5/7/2026 Crescent Grove Advisors LLC26,869$1.75M0.2%N/A0.013%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC56,800$3.69M0.6%+7,000.0%0.028%
5/6/2026 Independent Financial Group LLC5,608$364K0.0%N/A0.003%
5/5/2026 Bank of New York Mellon Corp10,026$651K0.0%+68.7%0.005%
5/5/2026 Sanctuary Advisors LLC154,713$10.05M0.1%+19.6%0.076%
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5/1/2026 Midwest Trust Co8,482$551K0.0%+11.7%0.004%
4/30/2026 Kestra Advisory Services LLC62,358$4.05M0.0%+250.4%0.030%
4/28/2026 Dividend Assets Capital LLC21,412$1.39M0.3%+3.1%0.010%
4/27/2026 Oxbow Advisors LLC11,075$720K0.1%+4.5%0.005%
4/27/2026 World Investment Advisors9,600$624K0.0%+12.1%0.005%
4/24/2026 Partners Wealth Management LLC3,696$240K0.2%N/A0.002%
4/23/2026 Apollon Wealth Management LLC22,231$1.44M0.0%-12.6%0.011%
4/22/2026 Patriot Financial Group Insurance Agency LLC11,458$744K0.0%+101.6%0.006%
4/22/2026 Janney Montgomery Scott LLC12,462$810K0.0%-4.1%0.006%
4/20/2026 Miller Howard Investments Inc. NY816,233$53.03M1.4%+18.4%0.399%
4/17/2026 Signal Advisors Wealth LLC3,556$231K0.0%N/A0.002%
4/17/2026 Novare Capital Management LLC3,140$204K0.0%N/A0.002%
4/17/2026 Summit Wealth Partners LLC3,716$241K0.0%N/A0.002%
4/17/2026 XML Financial LLC3,300$214K0.0%-42.4%0.002%
4/16/2026 Diversified Trust Co5,827$379K0.0%+3.0%0.003%
3/17/2026 Rockefeller Capital Management L.P.25,356$1.33M0.0%+36.1%0.012%
3/13/2026 World Investment Advisors8,563$449K0.0%+93.7%0.004%
3/9/2026 Corient Private Wealth LLC7,467$391K0.0%-50.2%0.004%
2/25/2026 MidFirst Bank30,500$1.60M0.1%N/A0.015%
2/19/2026 Invesco Ltd.8,846,679$463.65M0.1%-1.6%4.325%
2/19/2026 Corient Private Wealth LLC70,040$3.67M0.0%+366.8%0.034%
2/18/2026 EP Wealth Advisors LLC15,910$834K0.0%N/A0.008%
2/18/2026 NewEdge Advisors LLC7,628$400K0.0%+7.7%0.004%
2/18/2026 Susquehanna Portfolio Strategies LLC100,364$5.26M0.1%N/A0.049%
2/18/2026 Infrastructure Capital Advisors LLC725,366$38.02M3.7%+11.9%0.355%
2/17/2026 Tortoise Capital Advisors L.L.C.800,665$41.96M0.5%-45.0%0.391%
2/17/2026 Cetera Investment Advisers54,349$2.85M0.0%+5.7%0.027%
2/17/2026 TIG Advisors LLC35,100$1.84M0.1%N/A0.017%
2/17/2026 Osaic Holdings Inc.47,744$2.50M0.0%-29.7%0.023%
2/17/2026 Russell Investments Group Ltd.1,569$82K0.0%+110.3%0.001%
2/17/2026 &PARTNERS8,190$429K0.0%+22.3%0.004%
2/17/2026 Royal Bank of Canada177,668$9.31M0.0%-1.4%0.087%
2/16/2026 Sovereign Investment Advisors LLC41,400$2.17M0.5%-4.9%0.020%
2/16/2026 Zinnia Wealth Advisory LLC6,122$321K0.3%N/A0.003%
2/16/2026 MML Investors Services LLC10,464$548K0.0%-21.7%0.005%
2/16/2026 Mariner LLC47,852$2.51M0.0%-6.5%0.023%
2/16/2026 Glen Eagle Advisors LLC853$45K0.0%+496.5%0.000%
2/16/2026 Barclays PLC582,140$30.51M0.0%-2.0%0.285%
2/13/2026 Kestra Advisory Services LLC17,795$933K0.0%-6.3%0.009%
2/13/2026 Neuberger Berman Group LLC588,129$30.82M0.0%-17.5%0.288%
2/13/2026 First Trust Capital Management L.P.3,858$202K0.0%N/A0.002%
2/13/2026 Morgan Stanley1,639,420$85.92M0.0%+60.5%0.802%
2/13/2026 Recurrent Investment Advisors LLC678,623$35.57M2.7%-27.4%0.332%
2/13/2026 First Trust Advisors LP56,418$2.96M0.0%-0.4%0.028%
2/13/2026 Van ECK Associates Corp31,545$1.65M0.0%+4.3%0.015%
2/13/2026 Wells Fargo & Company MN201,360$10.55M0.0%+25.4%0.098%
2/13/2026 Castleark Management LLC14,450$757K0.0%-48.1%0.007%
2/12/2026 Advisors Asset Management Inc.54,322$2.85M0.0%+4.6%0.027%
2/12/2026 HRT Financial LP32,508$1.70M0.0%-75.2%0.016%
2/12/2026 DRW Securities LLC10,597$555K0.0%-5.9%0.005%
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2/12/2026 Commonwealth Equity Services LLC29,521$1.55M0.0%+4.5%0.014%
2/12/2026 Dividend Assets Capital LLC20,763$1.09M0.2%+6.5%0.010%
2/12/2026 Steward Partners Investment Advisory LLC2,713$142K0.0%+156.4%0.001%
2/12/2026 Wedbush Securities Inc.5,939$311K0.0%+10.2%0.003%
2/12/2026 Bank of Montreal Can21,422$1.12M0.0%N/A0.010%
2/12/2026 Alps Advisors Inc.24,856,265$1.30B7.6%+3.2%12.152%
2/12/2026 WealthPLAN Partners LLC6,873$360K0.1%-4.9%0.003%
2/12/2026 Barnett & Company Inc.39,583$2.08M1.7%-5.9%0.019%
2/11/2026 Janney Montgomery Scott LLC13,000$681K0.0%-6.0%0.006%
2/11/2026 Cerity Partners LLC6,190$324K0.0%N/A0.003%


SUN Institutional Ownership - Frequently Asked Questions

During the previous two years, 261 institutional investors and hedge funds held shares of Sunoco. The most heavily invested institutionals were Alps Advisors Inc. ($1.30B), Invesco Ltd. ($463.65M), Goldman Sachs Group Inc. ($307.21M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($159.01M), Energy Income Partners LLC ($123.52M), Morgan Stanley ($85.92M), and JPMorgan Chase & Co. ($85.23M).Learn more on Sunoco's institutional investors.

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

Of the 216 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. ($3.90M), JPMorgan Chase & Co. ($1.64M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($871.95K), Raymond James Financial Inc. ($726.90K), Morgan Stanley ($617.70K), Barclays PLC ($615.70K), and Recurrent Investment Advisors LLC ($570.07K).

Institutional investors have bought a total of 6,157,309 shares in the last 24 months. This purchase volume represents approximately $331.30M in transactions.

Of the 74 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. ($656.72K), Tortoise Capital Advisors L.L.C. ($656.24K), Goldman Sachs Group Inc. ($534.03K), Recurrent Investment Advisors LLC ($255.51K), Invesco Ltd. ($233.80K), UBS Group AG ($184.27K), and Neuberger Berman Group LLC ($125.17K).

Institutional investors have sold a total of 3,378,866 shares in the last 24 months. This volume of shares sold represents approximately $175.88M in transactions.


Related Companies

Institutional ownership data for NYSE:SUN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/20/2026. New 13F filings are added each quarter as they're published.
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