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Sunoco (SUN) Institutional Ownership

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$56.32 -0.42 (-0.74%)
As of 01:47 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)
148
Total
Institutional Inflows
(last 12 months)
$420.47M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$206.76M
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SUN Institutional Buying and Selling by Quarter

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Sunoco Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC4,983$256K0.0%+13.5%0.003%
2/24/2025 United Advisor Group LLC7,128$367K0.1%-16.8%0.005%
2/17/2025 Tidal Investments LLC7,148$368K0.0%-5.9%0.005%
2/17/2025 State of Wyoming1,985$102K0.0%N/A0.001%
2/17/2025 Recurrent Investment Advisors LLC888,862$45.72M4.2%+2.9%0.583%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,608,701$134.19M0.3%+5.2%1.712%
2/17/2025 EP Wealth Advisors LLC8,404$432K0.0%-39.9%0.006%
2/17/2025 CoreCap Advisors LLC925$48K0.0%-97.8%0.001%
2/17/2025 Cresset Asset Management LLC11,097$571K0.0%+58.8%0.007%
2/17/2025 Cetera Investment Advisers33,599$1.73M0.0%+2.8%0.022%
2/17/2025 Blackstone Inc.1,349,652$69.43M0.3%-5.6%0.886%
2/17/2025 Baird Financial Group Inc.16,302$839K0.0%-9.4%0.011%
2/17/2025 Bank of America Corp DE251,562$12.94M0.0%-38.7%0.165%
2/17/2025 Ameriprise Financial Inc.34,013$1.75M0.0%+35.2%0.022%
2/14/2025 Mercer Global Advisors Inc. ADV5,871$302K0.0%-18.9%0.004%
2/14/2025 Northern Trust Corp4,360$224K0.0%-6.2%0.003%
2/14/2025 Marshall & Sterling Wealth Advisors Inc.602$31K0.0%N/A0.000%
2/14/2025 Susquehanna Fundamental Investments LLC74,302$3.82M0.1%N/A0.049%
2/14/2025 MGO One Seven LLC26,217$1.35M0.1%+43.8%0.017%
2/14/2025 IHT Wealth Management LLC10,075$518K0.0%+4.7%0.007%
2/14/2025 Stifel Financial Corp64,330$3.31M0.0%+154.8%0.042%
2/14/2025 Tortoise Capital Advisors L.L.C.1,279,736$65.83M0.8%-5.2%0.840%
2/14/2025 Transce3nd LLC1,750$90K0.0%N/A0.001%
2/14/2025 First Trust Advisors LP83,235$4.28M0.0%+33.7%0.055%
2/13/2025 Finer Wealth Management Inc.31,027$1.60M0.9%+3.1%0.020%
2/13/2025 Icon Advisers Inc. Co.36,000$1.85M0.4%N/A0.024%
2/13/2025 Mariner LLC39,909$2.05M0.0%+9.1%0.026%
2/13/2025 Barclays PLC466,019$23.97M0.0%+6.8%0.306%
2/13/2025 Barr E S & Co.6,500$334K0.0%-13.3%0.004%
2/13/2025 Townsquare Capital LLC3,896$200K0.0%N/A0.003%
2/13/2025 Rockefeller Capital Management L.P.11,290$581K0.0%-4.2%0.007%
2/13/2025 Neuberger Berman Group LLC497,891$25.61M0.0%+63.5%0.327%
2/13/2025 Raymond James Financial Inc.344,839$17.74M0.0%N/A0.226%
2/13/2025 ELCO Management Co. LLC34,790$1.79M0.9%+44.4%0.023%
2/13/2025 Texas Yale Capital Corp.70,076$3.61M0.1%+3.1%0.046%
2/13/2025 Greenland Capital Management LP10,230$526K0.1%N/A0.007%
2/13/2025 Invesco Ltd.8,868,926$456.22M0.1%+2.3%5.819%
2/13/2025 Russell Investments Group Ltd.796$41K0.0%-47.4%0.001%
2/13/2025 Envestnet Asset Management Inc.30,758$1.58M0.0%+12.8%0.020%
2/13/2025 Wedbush Securities Inc.11,674$600K0.0%+8.7%0.008%
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2/13/2025 Wells Fargo & Company MN250,062$12.86M0.0%-11.4%0.164%
2/12/2025 Huntington National Bank1,783$92K0.0%+440.3%0.001%
2/12/2025 Summit Financial LLC76,448$3.93M0.1%+7.3%0.050%
2/12/2025 Clearbridge Investments LLC685,430$35.26M0.0%-2.1%0.450%
2/12/2025 CIBC Private Wealth Group LLC231,351$12.14M0.0%+32,166.5%0.152%
2/12/2025 Duff & Phelps Investment Management Co.111,630$5.74M0.1%+16.7%0.073%
2/12/2025 JPMorgan Chase & Co.2,150,701$110.63M0.0%-1.9%1.411%
2/11/2025 Barnett & Company Inc.50,133$2.58M1.7%-1.8%0.033%
2/11/2025 LPL Financial LLC177,939$9.15M0.0%-7.8%0.117%
2/11/2025 Virtu Financial LLC4,648$239K0.0%N/A0.003%
2/11/2025 Whittier Trust Co. of Nevada Inc.72,000$3.70M0.1%N/A0.047%
2/11/2025 HUB Investment Partners LLC215,793$11.10M0.5%-10.4%0.142%
2/10/2025 Advisors Asset Management Inc.47,916$2.47M0.0%+7.2%0.031%
2/10/2025 Counterpoint Mutual Funds LLC5,939$306K0.0%+31.6%0.004%
2/10/2025 Harbour Investments Inc.530$27K0.0%-27.7%0.000%
2/10/2025 Commonwealth Equity Services LLC26,808$1.38M0.0%+12.4%0.018%
2/10/2025 Avantax Advisory Services Inc.12,100$622K0.0%+9.5%0.008%
2/7/2025 HighTower Advisors LLC25,667$1.32M0.0%-6.2%0.017%
2/7/2025 Moors & Cabot Inc.14,224$732K0.0%+4.4%0.009%
2/7/2025 Independent Advisor Alliance7,502$386K0.0%-8.3%0.005%
2/7/2025 PNC Financial Services Group Inc.24,068$1.24M0.0%-23.7%0.016%
2/6/2025 Raymond James Financial Inc.344,839$17.74M0.0%N/A0.226%
2/6/2025 M&T Bank Corp13,106$674K0.0%-3.8%0.009%
2/6/2025 Steward Partners Investment Advisory LLC1,245$64K0.0%+17.1%0.001%
2/6/2025 Jones Financial Companies Lllp3,022$155K0.0%+14.9%0.002%
2/4/2025 IFP Advisors Inc2,446$126K0.0%+112.5%0.002%
2/3/2025 Sigma Planning Corp17,992$926K0.0%-37.9%0.012%
2/3/2025 Dividend Assets Capital LLC28,922$1.49M0.3%-1.6%0.019%
2/3/2025 ING Groep NV513,715$26.43M0.2%+223.7%0.337%
2/3/2025 Good Life Advisors LLC8,007$412K0.0%-8.2%0.005%
1/31/2025 Global Retirement Partners LLC1,633$84K0.0%+93.3%0.001%
1/31/2025 Atria Wealth Solutions Inc.4,977$256K0.0%N/A0.003%
1/31/2025 Venturi Wealth Management LLC2,517$129K0.0%+6,891.7%0.002%
1/31/2025 D.A. Davidson & CO.4,531$233K0.0%-11.5%0.003%
1/31/2025 Truist Financial Corp5,092$262K0.0%-4.4%0.003%
1/31/2025 Sanctuary Advisors LLC114,352$5.88M0.0%+18.7%0.075%
1/31/2025 J.W. Cole Advisors Inc.7,938$408K0.0%N/A0.005%
1/30/2025 Allworth Financial LP1,723$95K0.0%+90.6%0.001%
1/30/2025 Strategic Financial Concepts LLC65,616$3.38M0.1%N/A0.043%
1/30/2025 Principal Securities Inc.504$26K0.0%-27.8%0.000%
1/29/2025 Van ECK Associates Corp30,131$1.55M0.0%+41.1%0.020%
1/29/2025 Avidian Wealth Enterprises LLC6,840$352K0.0%-2.9%0.004%
1/29/2025 Capital Advisors Inc. OK8,192$421K0.0%+58.8%0.005%
1/29/2025 Focus Financial Network Inc.16,558$852K0.0%+2.8%0.011%
1/28/2025 Newbridge Financial Services Group Inc.4,256$219K0.1%+6.2%0.003%
1/28/2025 Miller Howard Investments Inc. NY595,057$30.61M1.0%+0.9%0.390%
1/28/2025 Kingsview Wealth Management LLC9,464$487K0.0%+2.7%0.006%
1/28/2025 Apollon Wealth Management LLC39,410$2.03M0.0%-10.5%0.026%
1/28/2025 Strategic Financial Concepts LLC65,616$3.38M0.0%N/A0.043%
1/28/2025 1900 Wealth Management LLC4,626$238K0.0%-16.5%0.003%
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1/27/2025 Fractal Investments LLC552,768$28.43M4.4%-17.8%0.363%
1/27/2025 Spirit of America Management Corp NY13,500$694K0.1%-51.0%0.009%
1/27/2025 Stratos Wealth Partners LTD.8,972$462K0.0%-10.0%0.006%
1/24/2025 Journey Strategic Wealth LLC12,511$644K0.0%-2.2%0.008%
1/24/2025 Independence Bank of Kentucky1,022$53K0.0%N/A0.001%
1/24/2025 Waldron Private Wealth LLC71,000$3.65M0.1%-40.8%0.047%
1/23/2025 Custom Index Systems LLC10,130$521K0.3%-52.3%0.007%
1/23/2025 Caprock Group LLC11,064$569K0.0%N/A0.007%
1/22/2025 Kingswood Wealth Advisors LLC3,961$204K0.0%N/A0.003%
1/21/2025 Exchange Traded Concepts LLC119,054$6.12M0.1%-7.1%0.078%
(Data available from 1/1/2016 forward)

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SUN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SUN shares?

During the previous two years, 234 institutional investors and hedge funds held shares of Sunoco. The most heavily invested institutionals were Invesco Ltd. ($456.22M), Goldman Sachs Group Inc. ($174.08M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($134.19M), JPMorgan Chase & Co. ($110.63M), Blackstone Inc. ($69.43M), Tortoise Capital Advisors L.L.C. ($65.83M), and Infrastructure Capital Advisors LLC ($58.37M).Learn more on SUN's institutional investors.

What percentage of Sunoco stock is owned by institutional investors?

24.29% of Sunoco stock is owned by institutional investors. Learn more on SUN's institutional investor holdings.

Which institutional investors have been buying Sunoco stock?

Of the 202 institutional investors that purchased Sunoco stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Tortoise Capital Advisors L.L.C. ($1.35M), International Assets Investment Management LLC ($1.13M), Blackstone Inc. ($876.45K), Raymond James Financial Inc. ($689.68K), ING Groep NV ($613.72K), Miller Howard Investments Inc. NY ($588.62K), and Goldman Sachs Group Inc. ($551.75K).

How much institutional buying is happening at Sunoco?

Institutional investors have bought a total of 12,264,781 shares in the last 24 months. This purchase volume represents approximately $672.91M in transactions.

Which Sunoco major shareholders have been selling company stock?

Of the 102 institutional investors that sold Sunoco stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Blackstone Inc. ($1.32M), FMR LLC ($672.13K), International Assets Investment Management LLC ($568.26K), Clearbridge Investments LLC ($310.94K), Invesco Ltd. ($233.73K), Bank of America Corp DE ($158.48K), and Fractal Investments LLC ($119.91K).

How much institutional selling is happening at Sunoco?

Institutional investors have sold a total of 4,535,356 shares in the last 24 months. This volume of shares sold represents approximately $248.70M in transactions.



This page (NYSE:SUN) was last updated on 3/24/2025 by MarketBeat.com Staff
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