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Sunoco (SUN) Institutional Ownership

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$66.78 -0.18 (-0.27%)
Closing price 03:59 PM Eastern
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$66.95 +0.17 (+0.25%)
As of 05:10 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)
143
Total
Institutional Inflows
(last 12 months)
$401.60M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$262.48M
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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
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%
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%
3/17/2026Rockefeller 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%
3/9/2026Corient 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%
2/17/2026 Russell Investments Group Ltd.1,569$82K0.0%+110.3%0.001%
2/17/2026&PARTNERS8,190$429K0.0%+22.3%0.004%
2/17/2026Royal 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%
2/16/2026 Zinnia Wealth Advisory LLC6,122$321K0.3%N/A0.003%
2/16/2026 MML Investors Services LLC10,464$548K0.0%-21.7%0.005%
2/16/2026Mariner 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%
2/12/2026 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%
2/12/2026Bank 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%
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%
2/11/2026Cerity Partners LLC6,190$324K0.0%N/A0.003%
2/11/2026 LPL 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%
2/10/2026 Texas Yale Capital Corp.130,696$6.85M0.2%+7.4%0.064%
2/10/2026Sfmg LLC8,200$430K0.0%+32.3%0.004%
2/10/2026 Northwestern Mutual Wealth Management Co.1,814$95K0.0%N/A0.001%
2/10/2026Baker Avenue Asset Management LP9,191$482K0.0%-8.1%0.004%
2/9/2026Kingsview Wealth Management LLC9,720$509K0.0%+2.2%0.005%
2/6/2026Evoke Wealth LLC4,877$256K0.0%N/A0.002%
2/6/2026 PNC Financial Services Group Inc.16,350$857K0.0%+2.8%0.008%
2/6/2026Larson Financial Group LLC2,208$116K0.0%+636.0%0.001%
2/6/2026 HighTower Advisors LLC20,571$1.08M0.0%-8.2%0.010%
2/5/2026Allworth Financial LP5,140$269K0.0%-4.7%0.003%
2/4/2026Independent Advisor Alliance6,839$358K0.0%-8.9%0.003%
2/4/2026 World Investment Advisors8,563$449K0.0%+93.7%0.004%
2/4/2026HighPoint Advisor Group LLC4,584$240K0.0%-17.9%0.002%
2/3/2026MGO One Seven LLC14,333$751K0.0%-6.3%0.007%
2/3/2026 Cresta Advisors Ltd.1,222$64K0.0%N/A0.001%
2/2/2026 Truist Financial Corp23,623$1.24M0.0%+1.8%0.012%
2/2/2026 Avidian Wealth Enterprises LLC6,570$344K0.0%-3.5%0.003%
2/2/2026 Mutual Advisors LLC4,439$233K0.0%-4.0%0.002%
1/30/2026 Sigma Planning Corp12,972$680K0.0%-6.9%0.006%
1/29/2026 D.A. Davidson & CO.4,348$228K0.0%-6.1%0.002%
1/29/2026 UBS Group AG966,882$50.67M0.0%-6.1%0.473%
1/29/2026 Sanctuary Advisors LLC129,310$6.78M0.0%-2.3%0.063%
1/29/2026 Concurrent Investment Advisors LLC6,348$333K0.0%+49.3%0.003%
1/28/2026M&T Bank Corp217,855$11.42M0.0%+1,562.3%0.107%
1/27/2026 Hennessy Advisors Inc.145,100$7.61M0.3%-6.1%0.071%
1/27/2026 Miller Howard Investments Inc. NY689,269$36.13M1.1%-0.8%0.337%


SUN Institutional Ownership - Frequently Asked Questions

During the previous two years, 276 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 ($95.86M), 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 240 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 7,510,147 shares in the last 24 months. This purchase volume represents approximately $401.60M in transactions.

Of the 84 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), Goldman Sachs Group Inc. ($745.64K), Tortoise Capital Advisors L.L.C. ($722.36K), Invesco Ltd. ($319.04K), Recurrent Investment Advisors LLC ($255.51K), Allianz Asset Management GmbH ($186.70K), and UBS Group AG ($184.27K).

Institutional investors have sold a total of 4,995,045 shares in the last 24 months. This volume of shares sold represents approximately $262.48M in transactions.


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This page (NYSE:SUN) was last updated on 5/11/2026 by MarketBeat.com Staff.
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