Sunoco LP Ownership | Who Owns Sunoco LP?
Sunoco LP Ownership Summary
Sunoco LP is owned by 30.85% institutional investors, 21.28% insiders, and 47.86% retail investors. Alps advisors is the largest institutional shareholder, holding 18.05% of SUN shares. Alerian MLP ETF is the top mutual fund, with 13.18% of its assets in Sunoco LP shares.
SUN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sunoco LP | 30.85% | 21.28% | 47.86% |
| Sector | Energy Stocks | 81.52% | 15.65% | 2.83% |
| Industry | Oil & Gas Refining & Marketing Stocks | 41.90% | 9.27% | 48.83% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Alps advisors | 24.67M | 18.05% | $1.60B |
| Invesco | 8.86M | 6.48% | $575.46M |
| Goldman sachs group | 5.53M | 4.05% | $359.20M |
| Fmr | 3.64M | 2.66% | $236.30M |
| Mirae asset global etfs | 3.23M | 2.36% | $209.61M |
| Energy income partners | 1.90M | 1.39% | $123.52M |
| Cooperman leon g | 1.62M | 1.19% | $105.25M |
| Jpmorgan chase | 1.50M | 1.10% | $99.79M |
| Morgan stanley | 1.11M | 0.81% | $72.24M |
| Recurrent investment advisors | 1.03M | 0.75% | $66.78M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Alps advisors | 24.67M | 7.54% | $1.60B |
| Fractal investments | 616.54K | 4.74% | $40.06M |
| Infrastructure capital advisors | 972.93K | 4.40% | $63.21M |
| Adams asset advisors | 565.82K | 4.12% | $36.76M |
| Recurrent investment advisors | 1.03M | 4.02% | $66.78M |
| Cooperman leon g | 1.62M | 3.45% | $105.25M |
| Kercheville advisors | 154.09K | 3.20% | $10.01M |
| Park circle | 36.35K | 2.19% | $2.36M |
| Barnett & company | 39.58K | 2.00% | $2.57M |
| Energy income partners | 1.90M | 1.99% | $123.52M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 3.64M | 0.01% | 1.79M |
| Recurrent investment advisors | 1.03M | 4.02% | 349.25K |
| Infrastructure capital advisors | 972.93K | 4.40% | 247.57K |
| Barclays | 794.59K | 0.01% | 212.45K |
| Allianz asset management gmbh | 328.31K | 0.02% | 210.51K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackstone | 894.36K | 0.23% | -1.54M |
| Clearbridge investments | - | - | -662.93K |
| Morgan stanley | 1.11M | 0.00% | -527.59K |
| Goldman sachs group | 5.53M | 0.04% | -333.05K |
| Jennison associates | - | - | -202.97K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Beacon pointe advisors | 138.52K | 0.05% | 138.52K | $9.00M |
| Corigliano investment advisers | 77.40K | 1.96% | 77.40K | $5.03M |
| Spiderrock advisors | 27.82K | 0.03% | 27.82K | $1.57M |
| Glenmede trust co na | 19.50K | 0.01% | 19.50K | $1.10M |
| Institutional & family asset management | 13.54K | 0.12% | 13.54K | $765.44K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 8 | -97.11% | 1,370,200 | -97.73% | 1 | 0.05% | 3 | -97.27% | 3 | -96.10% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Alerian MLP ETF | 24.84M | 13.18% | 14.84K |
| NYLI Merger Arbitrage ETF | 4.78M | 3.50% | - |
| Invesco SteelPath MLP Income Y | 5.85M | 3.11% | - |
| Global X MLP ETF | 3.18M | 1.69% | - |
| Invesco SteelPath MLP Select 40 Y | 1.74M | 0.92% | - |
| Fidelity Small Cap Value Fund | 1.66M | 0.88% | 65.00K |
| Goldman Sachs MLP Energy Infras Instl | 1.40M | 0.74% | -269.24K |
| iShares $ HY Corp Bd ESG ETF USD Acc | 865.00K | 0.64% | 865.00K |
| First Trust North Amer Engy InfrasETF | 1.20M | 0.64% | - |
| Recurrent MLP & Infrastructure | 1.10M | 0.58% | 114.00K |
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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