Sunoco LP Ownership | Who Owns Sunoco LP?
Sunoco LP Ownership Summary
Sunoco LP is owned by 30.89% institutional investors, 21.44% insiders, and 47.68% retail investors. Alps advisors is the largest institutional shareholder, holding 18.22% of SUN shares. Alerian MLP ETF is the top mutual fund, with 13.36% of its assets in Sunoco LP shares.
SUN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sunoco LP | 30.89% | 21.44% | 47.68% |
| Sector | Energy Stocks | 147.73% | 15.16% | -62.89% |
| Industry | Oil & Gas Refining & Marketing Stocks | 31.60% | 13.63% | 54.77% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Alps advisors | 24.86M | 18.22% | $1.30B |
| Invesco | 8.99M | 6.59% | $449.66M |
| Goldman sachs group | 5.86M | 4.30% | $307.21M |
| Mirae asset global etfs | 3.18M | 2.33% | $159.01M |
| Energy income partners | 1.92M | 1.41% | $95.86M |
| Blackstone | 1.88M | 1.38% | $94.22M |
| Morgan stanley | 1.64M | 1.20% | $85.92M |
| Jpmorgan chase | 1.63M | 1.19% | $85.23M |
| Cooperman leon g | 1.62M | 1.19% | $81.02M |
| Tortoise capital advisors | 1.46M | 1.07% | $72.86M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Alps advisors | 24.86M | 7.59% | $1.30B |
| Fractal investments | 616.54K | 4.51% | $32.31M |
| Adams asset advisors | 571.55K | 3.94% | $29.95M |
| Recurrent investment advisors | 934.14K | 3.58% | $46.72M |
| Infrastructure capital advisors | 648.43K | 3.37% | $33.86M |
| Cooperman leon g | 1.62M | 2.53% | $81.02M |
| Kercheville advisors | 154.08K | 2.30% | $8.78M |
| Energy income partners | 1.92M | 1.85% | $95.86M |
| Barnett & company | 39.58K | 1.67% | $2.07M |
| Park circle | 36.35K | 1.52% | $1.82M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 1.63M | 0.01% | 1.18M |
| Alps advisors | 24.86M | 7.59% | 766.78K |
| Morgan stanley | 1.64M | 0.01% | 617.70K |
| Mirae asset global etfs | 3.18M | 0.25% | 374.40K |
| Fmr | 365.63K | 0.00% | 341.44K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Clearbridge investments | - | - | -662.93K |
| Goldman sachs group | 5.86M | 0.04% | -534.03K |
| Infrastructure capital advisors | 648.43K | 3.37% | -334.23K |
| Jennison associates | - | - | -202.97K |
| Brookfield corp /on/ | - | - | -103.52K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Spiderrock advisors | 27.82K | 0.03% | 27.82K | $1.57M |
| Bank of montreal /can/ | 21.42K | 0.00% | 21.42K | $1.12M |
| Glenmede trust co na | 19.50K | 0.01% | 19.50K | $1.10M |
| Simplex trading | 15.20K | 0.00% | 15.20K | $796.58K |
| Institutional & family asset management | 13.54K | 0.12% | 13.54K | $765.44K |
Sold Out
| Holder | Change |
|---|---|
| Hexagon capital partners | -9.00 |
| Atlantic union bankshares | -11.00 |
| Kelly financial services | -14.00 |
| Total investment management | -22.00 |
| Org partners | -24.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 208 | -26.76% | 42,138,425 | -34.34% | 30 | 1.39% | 70 | -38.05% | 59 | -23.38% |
| Sep 30, 2025 | 267 | -4.98% | 63,777,743 | 14.59% | 46 | 2.81% | 106 | -16.54% | 73 | 19.67% |
| Jun 30, 2025 | 273 | -7.14% | 63,214,408 | 3.14% | 46 | 2.29% | 121 | -9.02% | 64 | -8.57% |
| Mar 31, 2025 | 8 | -97.11% | 1,370,200 | -97.73% | 1 | 0.05% | 3 | -97.27% | 3 | -96.10% |
| Dec 31, 2024 | 145 | -48.94% | 11,463,642 | -80.37% | 8 | 0.46% | 55 | -53.78% | 39 | -40.91% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Alerian MLP ETF | 25.17M | 13.36% | 5.15K |
| NYLI Merger Arbitrage ETF | 4.78M | 3.50% | - |
| Invesco SteelPath MLP Income Y | 5.85M | 3.11% | - |
| Global X MLP ETF | 3.16M | 1.68% | - |
| Invesco SteelPath MLP Select 40 Y | 1.74M | 0.92% | -100.00K |
| Goldman Sachs MLP Energy Infras Instl | 1.67M | 0.89% | -789.15K |
| Fidelity Small Cap Value Fund | 1.41M | 0.75% | 260.00K |
| iShares $ HY Corp Bd ESG ETF USD Acc | 865.00K | 0.64% | 865.00K |
| First Trust North Amer Engy InfrasETF | 1.19M | 0.63% | - |
| Invesco SteelPath MLP Alpha Y | 893.96K | 0.47% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 29, 2024 | Harkness Austin | EVP - Commercial | Buy | $49.74K |
| May 24, 2024 | Hand Brian A | EVP-Chief Sales Officer | Buy | $99.18K |
| May 24, 2024 | Fails Karl R | EVP & Chief Operations Officer | Buy | $150.54K |
| May 23, 2024 | Kim Joseph | President & CEO | Buy | $252.52K |
| Apr 17, 2024 | Skidmore David K | - | Buy | $46.89K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | 6 | - |
| 2024 Q1 | - | - |
SUN Ownership FAQ
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