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Sunoco (SUN) Institutional Ownership

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$53.28 +0.55 (+1.03%)
Closing price 07/11/2025 03:58 PM Eastern
Extended Trading
$53.38 +0.11 (+0.21%)
As of 07/11/2025 07:45 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)
167
Total
Institutional Inflows
(last 12 months)
$638.36M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$147.82M
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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
7/11/2025Quad 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%
7/10/2025 Wealth 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%
7/7/2025 Fractal 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%
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%
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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%
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%
4/21/2025 Adams 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%
4/17/2025 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%
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4/15/2025 Focus 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%
4/10/2025 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%
2/24/2025United Advisor Group LLC7,128$367K0.1%-16.8%0.005%
2/17/2025Tidal Investments LLC7,148$368K0.0%-5.9%0.005%
2/17/2025State of Wyoming1,985$102K0.0%N/A0.001%
(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 ($684.66K), and ING Groep NV ($613.72K).

How much institutional buying is happening at Sunoco?

Institutional investors have bought a total of 11,515,043 shares in the last 24 months. This purchase volume represents approximately $638.36M 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 2,758,435 shares in the last 24 months. This volume of shares sold represents approximately $147.82M in transactions.


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This page (NYSE:SUN) was last updated on 7/13/2025 by MarketBeat.com Staff
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