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Sunoco (SUN) Institutional Ownership

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$76.55 +0.58 (+0.76%)
As of 01:33 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)
131
Total
Institutional Inflows
(last 12 months)
$350.17M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$240.23M
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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
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%
6/18/2026Western Wealth Management LLC2,119$138K0.0%N/A0.001%
6/3/2026NewEdge Advisors LLC10,986$714K0.0%+44.0%0.005%
5/26/2026Glenmede Trust Co. NA35,000$2.27M0.0%-9.8%0.017%
5/19/2026Western Wealth Management LLC2,119$138K0.0%N/A0.001%
5/19/2026NewEdge Advisors LLC8,704$565K0.0%+14.1%0.004%
5/19/2026Bank of America Corp DE204,609$13.29M0.0%+32.0%0.100%
5/18/2026Royal Bank of Canada190,474$12.38M0.0%+7.2%0.093%
5/18/2026Recurrent Investment Advisors LLC1,027,877$66.78M4.0%+51.5%0.502%
5/18/2026Energy Income Partners LLC1,901,251$123.52M2.0%-2.8%0.928%
5/16/2026Infrastructure Capital Advisors LLC972,935$63.21M4.4%+34.1%0.475%
5/16/2026Quantinno Capital Management LP9,491$617K0.0%-10.9%0.005%
5/15/2026Gateway Wealth Partners LLC3,500$227K0.0%N/A0.002%
5/15/2026Waverly Advisors LLC132,058$8.58M0.1%+5.3%0.064%
5/14/2026Lido Advisors LLC6,118$397K0.0%N/A0.003%
5/13/2026Cetera Investment Advisers62,560$4.07M0.0%+15.1%0.031%
5/13/2026First Trust Advisors LP40,503$2.63M0.0%-28.2%0.020%
5/8/2026PNC Financial Services Group Inc.16,899$1.10M0.0%+3.4%0.008%
5/8/2026Cassaday & Co Wealth Management LLC1,196$78K0.0%N/A0.001%
5/7/2026Legacy Wealth Advisors LLC3,284$213K0.1%N/A0.002%
5/7/2026Crescent Grove Advisors LLC26,869$1.75M0.2%N/A0.013%
5/6/2026Annis 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%
5/5/2026Bank of New York Mellon Corp10,026$651K0.0%+68.7%0.005%
5/5/2026Sanctuary Advisors LLC154,713$10.05M0.1%+19.6%0.076%
5/1/2026Midwest Trust Co8,482$551K0.0%+11.7%0.004%
4/30/2026 Kestra Advisory Services LLC62,358$4.05M0.0%+250.4%0.030%
4/28/2026Dividend Assets Capital LLC21,412$1.39M0.3%+3.1%0.010%
4/27/2026Oxbow Advisors LLC11,075$720K0.1%+4.5%0.005%
4/27/2026World Investment Advisors9,600$624K0.0%+12.1%0.005%
4/24/2026 Partners Wealth Management LLC3,696$240K0.2%N/A0.002%
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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%
4/22/2026Janney Montgomery Scott LLC12,462$810K0.0%-4.1%0.006%
4/20/2026Miller Howard Investments Inc. NY816,233$53.03M1.4%+18.4%0.399%
4/17/2026Signal Advisors Wealth LLC3,556$231K0.0%N/A0.002%
4/17/2026Novare Capital Management LLC3,140$204K0.0%N/A0.002%
4/17/2026Summit 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%
3/17/2026Rockefeller Capital Management L.P.25,356$1.33M0.0%+36.1%0.012%
3/13/2026World Investment Advisors8,563$449K0.0%+93.7%0.004%
3/9/2026Corient Private Wealth LLC7,467$391K0.0%-50.2%0.004%
2/25/2026MidFirst Bank30,500$1.60M0.1%N/A0.015%
2/19/2026Invesco Ltd.8,846,679$463.65M0.1%-1.6%4.325%
2/19/2026Corient Private Wealth LLC70,040$3.67M0.0%+366.8%0.034%
2/18/2026EP Wealth Advisors LLC15,910$834K0.0%N/A0.008%
2/18/2026NewEdge Advisors LLC7,628$400K0.0%+7.7%0.004%
2/18/2026Susquehanna Portfolio Strategies LLC100,364$5.26M0.1%N/A0.049%
2/18/2026Infrastructure Capital Advisors LLC725,366$38.02M3.7%+11.9%0.355%
2/17/2026Tortoise Capital Advisors L.L.C.800,665$41.96M0.5%-45.0%0.391%
2/17/2026Cetera Investment Advisers54,349$2.85M0.0%+5.7%0.027%
2/17/2026TIG Advisors LLC35,100$1.84M0.1%N/A0.017%
2/17/2026Osaic Holdings Inc.47,744$2.50M0.0%-29.7%0.023%
2/17/2026Russell Investments Group Ltd.1,569$82K0.0%+110.3%0.001%
2/17/2026&PARTNERS8,190$429K0.0%+22.3%0.004%
2/17/2026Royal Bank of Canada177,668$9.31M0.0%-1.4%0.087%
2/16/2026Sovereign Investment Advisors LLC41,400$2.17M0.5%-4.9%0.020%
2/16/2026Zinnia Wealth Advisory LLC6,122$321K0.3%N/A0.003%
2/16/2026MML Investors Services LLC10,464$548K0.0%-21.7%0.005%
2/16/2026Mariner LLC47,852$2.51M0.0%-6.5%0.023%
2/16/2026Glen Eagle Advisors LLC853$45K0.0%+496.5%0.000%
2/16/2026Barclays PLC582,140$30.51M0.0%-2.0%0.285%
2/13/2026 Kestra Advisory Services LLC17,795$933K0.0%-6.3%0.009%
2/13/2026Neuberger Berman Group LLC588,129$30.82M0.0%-17.5%0.288%
2/13/2026First Trust Capital Management L.P.3,858$202K0.0%N/A0.002%
2/13/2026Morgan Stanley1,639,420$85.92M0.0%+60.5%0.802%
2/13/2026Recurrent Investment Advisors LLC678,623$35.57M2.7%-27.4%0.332%
2/13/2026First Trust Advisors LP56,418$2.96M0.0%-0.4%0.028%
2/13/2026Van ECK Associates Corp31,545$1.65M0.0%+4.3%0.015%
2/13/2026Wells Fargo & Company MN201,360$10.55M0.0%+25.4%0.098%
2/13/2026Castleark Management LLC14,450$757K0.0%-48.1%0.007%
2/12/2026Advisors Asset Management Inc.54,322$2.85M0.0%+4.6%0.027%
2/12/2026HRT Financial LP32,508$1.70M0.0%-75.2%0.016%
2/12/2026DRW Securities LLC10,597$555K0.0%-5.9%0.005%
2/12/2026 Commonwealth Equity Services LLC29,521$1.55M0.0%+4.5%0.014%
2/12/2026Dividend Assets Capital LLC20,763$1.09M0.2%+6.5%0.010%
2/12/2026Steward 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%
2/12/2026Bank 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%
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2/12/2026 WealthPLAN Partners LLC6,873$360K0.1%-4.9%0.003%
2/12/2026Barnett & Company Inc.39,583$2.08M1.7%-5.9%0.019%
2/11/2026Janney Montgomery Scott LLC13,000$681K0.0%-6.0%0.006%
2/11/2026Cerity Partners LLC6,190$324K0.0%N/A0.003%
2/11/2026LPL Financial LLC179,123$9.39M0.0%-8.8%0.088%
2/11/2026JPMorgan Chase & Co.1,626,278$85.23M0.0%+266.6%0.795%
2/11/2026 XML Financial LLC5,728$300K0.0%-35.9%0.003%
2/11/2026 J.W. Cole Advisors Inc.61,326$3.20M0.1%-2.7%0.030%
2/11/2026Sittner & Nelson LLC6,000$346K0.1%+20.0%0.003%
2/10/2026Goldman Sachs Group Inc.5,861,688$307.21M0.0%-8.3%2.866%


SUN Institutional Ownership - Frequently Asked Questions

During the previous two years, 271 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 234 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), Tortoise Capital Advisors L.L.C. ($1.35M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($871.95K), Raymond James Financial Inc. ($726.90K), Morgan Stanley ($617.70K), and Barclays PLC ($615.70K).

Institutional investors have bought a total of 6,510,744 shares in the last 24 months. This purchase volume represents approximately $350.17M in transactions.

Of the 81 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. ($1.58M), Tortoise Capital Advisors L.L.C. ($656.24K), Goldman Sachs Group Inc. ($534.03K), Invesco Ltd. ($319.04K), Recurrent Investment Advisors LLC ($255.51K), UBS Group AG ($184.27K), and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($173.10K).

Institutional investors have sold a total of 4,583,348 shares in the last 24 months. This volume of shares sold represents approximately $240.23M in transactions.


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This page (NYSE:SUN) was last updated on 7/31/2026 by MarketBeat.com Staff.
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