Sunoco LP Ownership | Who Owns Sunoco LP?
Sunoco LP Ownership Summary
Sunoco LP is owned by 48.49% institutional investors, 21.31% insiders, and 30.19% retail investors. Alps advisors is the largest institutional shareholder, holding 17.85% of SUN shares. Alerian MLP ETF is the top mutual fund, with 12.98% of its assets in Sunoco LP shares.
SUN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sunoco LP | 48.49% | 21.31% | 30.19% |
| Sector | Energy Stocks | 63.70% | 15.53% | 20.77% |
| Industry | Oil & Gas Refining & Marketing Stocks | 61.40% | 11.10% | 27.50% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Alps advisors | 24.44M | 17.85% | $1.65B |
| Invesco | 8.85M | 6.46% | $597.28M |
| Goldman sachs group | 5.74M | 4.20% | $387.62M |
| Mirae asset global etfs | 3.01M | 2.20% | $203.25M |
| Fmr | 2.59M | 1.89% | $174.67M |
| Morgan stanley | 2.56M | 1.87% | $172.73M |
| Energy income partners | 1.77M | 1.29% | $119.39M |
| Jpmorgan chase | 1.63M | 1.19% | $112.05M |
| Recurrent investment advisors | 1.15M | 0.84% | $77.59M |
| Ubs group | 1.06M | 0.77% | $71.51M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Alps advisors | 24.44M | 7.73% | $1.65B |
| Fractal investments | 682.00K | 5.31% | $46.04M |
| Recurrent investment advisors | 1.15M | 4.82% | $77.59M |
| Adams asset advisors | 565.82K | 4.33% | $38.19M |
| Infrastructure capital advisors | 995.79K | 3.93% | $67.22M |
| Kercheville advisors | 159.09K | 3.27% | $10.74M |
| Park circle | 36.35K | 2.09% | $2.45M |
| Corigliano investment advisers | 77.40K | 1.96% | $5.03M |
| Barnett & company | 37.88K | 1.89% | $2.56M |
| Energy income partners | 1.77M | 1.88% | $119.39M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Morgan stanley | 2.56M | 0.01% | 1.45M |
| Goldman sachs group | 5.74M | 0.03% | 213.87K |
| Miller howard investments inc /ny | 974.11K | 1.74% | 157.88K |
| Beacon pointe advisors | 138.52K | 0.05% | 138.52K |
| Jpmorgan chase | 1.63M | 0.01% | 129.58K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cooperman leon g | 225.99K | 0.43% | -1.39M |
| Fmr | 2.59M | 0.01% | -1.05M |
| Clearbridge investments | - | - | -662.93K |
| Alps advisors | 24.44M | 7.73% | -235.91K |
| Mirae asset global etfs | 3.01M | 0.24% | -215.29K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Beacon pointe advisors | 138.52K | 0.05% | 138.52K | $9.00M |
| Thoroughbred financial services | 86.00K | 0.28% | 86.00K | $5.80M |
| Corigliano investment advisers | 77.40K | 1.96% | 77.40K | $5.03M |
| Kayne anderson capital advisors lp | 57.40K | 0.08% | 57.40K | $3.87M |
| Cartesian growth | 51.25K | 0.07% | 51.25K | $3.46M |
Sold Out
| Holder | Change |
|---|---|
| Dv trading | -5.00 |
| Hexagon capital partners | -9.00 |
| Atlantic union bankshares | -11.00 |
| Kelly financial services | -14.00 |
| Total investment management | -22.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 308 | 1.65% | 66,382,311 | -1.31% | 48 | 2.01% | 114 | -14.29% | 83 | 5.06% |
| Mar 31, 2026 | 209 | -26.15% | 42,162,966 | -36.27% | 30 | 1.31% | 87 | -19.44% | 51 | -32.89% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Alerian MLP ETF | 24.46M | 12.98% | 11.26K |
| NYLI Merger Arbitrage ETF | 4.78M | 3.50% | - |
| Invesco SteelPath MLP Income Y | 5.85M | 3.11% | - |
| Global X MLP ETF | 3.03M | 1.61% | 4.77K |
| Invesco SteelPath MLP Select 40 Y | 1.74M | 0.92% | - |
| Goldman Sachs MLP Energy Infras Instl | 1.45M | 0.77% | 53.23K |
| iShares $ HY Corp Bd ESG ETF USD Acc | 865.00K | 0.64% | 865.00K |
| Fidelity Small Cap Value Fund | 1.18M | 0.63% | -43.90K |
| Recurrent MLP & Infrastructure | 1.10M | 0.58% | - |
| Recurrent MLP & Infrastructure Class I | 1.10M | 0.58% | 463.00K |
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 |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
SUN Ownership FAQ
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