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Sunoco (SUN) Institutional Ownership

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$56.62 +1.74 (+3.17%)
As of 01:10 PM Eastern

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)
$423.14M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$206.71M
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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
4/15/2025Wealthcare Advisory Partners LLC10,007$581K0.0%-2.4%0.007%
4/14/2025Patriot Financial Group Insurance Agency LLC4,995$290K0.0%-6.3%0.003%
4/10/2025 Wealth Alliance Advisory Group LLC3,654$212K0.0%N/A0.002%
4/9/2025 Chickasaw Capital Management LLC138,000$8.01M0.3%+79.2%0.090%
3/17/2025Wealth Enhancement Advisory Services LLC4,983$256K0.0%+13.5%0.003%
2/24/2025United Advisor Group LLC7,128$367K0.1%-16.8%0.005%
2/17/2025Tidal Investments LLC7,148$368K0.0%-5.9%0.005%
2/17/2025State of Wyoming1,985$102K0.0%N/A0.001%
2/17/2025Recurrent Investment Advisors LLC888,862$45.72M4.2%+2.9%0.583%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,608,701$134.19M0.3%+5.2%1.712%
2/17/2025EP Wealth Advisors LLC8,404$432K0.0%-39.9%0.006%
2/17/2025CoreCap Advisors LLC925$48K0.0%-97.8%0.001%
2/17/2025Cresset Asset Management LLC11,097$571K0.0%+58.8%0.007%
2/17/2025Cetera Investment Advisers33,599$1.73M0.0%+2.8%0.022%
2/17/2025Blackstone Inc.1,349,652$69.43M0.3%-5.6%0.886%
2/17/2025Baird Financial Group Inc.16,302$839K0.0%-9.4%0.011%
2/17/2025Bank of America Corp DE251,562$12.94M0.0%-38.7%0.165%
2/17/2025Ameriprise Financial Inc.34,013$1.75M0.0%+35.2%0.022%
2/14/2025Mercer Global Advisors Inc. ADV5,871$302K0.0%-18.9%0.004%
2/14/2025Northern Trust Corp4,360$224K0.0%-6.2%0.003%
2/14/2025Marshall & Sterling Wealth Advisors Inc.602$31K0.0%N/A0.000%
2/14/2025Susquehanna Fundamental Investments LLC74,302$3.82M0.1%N/A0.049%
2/14/2025MGO One Seven LLC26,217$1.35M0.1%+43.8%0.017%
2/14/2025IHT Wealth Management LLC10,075$518K0.0%+4.7%0.007%
2/14/2025Stifel Financial Corp64,330$3.31M0.0%+154.8%0.042%
2/14/2025Tortoise Capital Advisors L.L.C.1,279,736$65.83M0.8%-5.2%0.840%
2/14/2025Transce3nd LLC1,750$90K0.0%N/A0.001%
2/14/2025First Trust Advisors LP83,235$4.28M0.0%+33.7%0.055%
2/13/2025Finer Wealth Management Inc.31,027$1.60M0.9%+3.1%0.020%
2/13/2025Icon Advisers Inc. Co.36,000$1.85M0.4%N/A0.024%
2/13/2025Mariner LLC39,909$2.05M0.0%+9.1%0.026%
2/13/2025Barclays PLC466,019$23.97M0.0%+6.8%0.306%
2/13/2025Barr E S & Co.6,500$334K0.0%-13.3%0.004%
2/13/2025Townsquare Capital LLC3,896$200K0.0%N/A0.003%
2/13/2025Rockefeller Capital Management L.P.11,290$581K0.0%-4.2%0.007%
2/13/2025Neuberger Berman Group LLC497,891$25.61M0.0%+63.5%0.327%
2/13/2025Raymond James Financial Inc.344,839$17.74M0.0%N/A0.226%
2/13/2025ELCO Management Co. LLC34,790$1.79M0.9%+44.4%0.023%
2/13/2025Texas Yale Capital Corp.70,076$3.61M0.1%+3.1%0.046%
2/13/2025Greenland Capital Management LP10,230$526K0.1%N/A0.007%
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2/13/2025Invesco Ltd.8,868,926$456.22M0.1%+2.3%5.819%
2/13/2025Russell Investments Group Ltd.796$41K0.0%-47.4%0.001%
2/13/2025Envestnet Asset Management Inc.30,758$1.58M0.0%+12.8%0.020%
2/13/2025Wedbush Securities Inc.11,674$600K0.0%+8.7%0.008%
2/13/2025Wells Fargo & Company MN250,062$12.86M0.0%-11.4%0.164%
2/12/2025Huntington National Bank1,783$92K0.0%+440.3%0.001%
2/12/2025Summit Financial LLC76,448$3.93M0.1%+7.3%0.050%
2/12/2025Clearbridge Investments LLC685,430$35.26M0.0%-2.1%0.450%
2/12/2025CIBC Private Wealth Group LLC231,351$12.14M0.0%+32,166.5%0.152%
2/12/2025Duff & Phelps Investment Management Co.111,630$5.74M0.1%+16.7%0.073%
2/12/2025JPMorgan Chase & Co.2,150,701$110.63M0.0%-1.9%1.411%
2/11/2025Barnett & Company Inc.50,133$2.58M1.7%-1.8%0.033%
2/11/2025LPL Financial LLC177,939$9.15M0.0%-7.8%0.117%
2/11/2025Virtu Financial LLC4,648$239K0.0%N/A0.003%
2/11/2025Whittier Trust Co. of Nevada Inc.72,000$3.70M0.1%N/A0.047%
2/11/2025HUB Investment Partners LLC215,793$11.10M0.5%-10.4%0.142%
2/10/2025Advisors Asset Management Inc.47,916$2.47M0.0%+7.2%0.031%
2/10/2025Counterpoint Mutual Funds LLC5,939$306K0.0%+31.6%0.004%
2/10/2025Harbour Investments Inc.530$27K0.0%-27.7%0.000%
2/10/2025Commonwealth Equity Services LLC26,808$1.38M0.0%+12.4%0.018%
2/10/2025Avantax Advisory Services Inc.12,100$622K0.0%+9.5%0.008%
2/7/2025HighTower Advisors LLC25,667$1.32M0.0%-6.2%0.017%
2/7/2025Moors & Cabot Inc.14,224$732K0.0%+4.4%0.009%
2/7/2025Independent Advisor Alliance7,502$386K0.0%-8.3%0.005%
2/7/2025PNC Financial Services Group Inc.24,068$1.24M0.0%-23.7%0.016%
2/6/2025Raymond James Financial Inc.344,839$17.74M0.0%N/A0.226%
2/6/2025M&T Bank Corp13,106$674K0.0%-3.8%0.009%
2/6/2025Steward Partners Investment Advisory LLC1,245$64K0.0%+17.1%0.001%
2/6/2025Jones Financial Companies Lllp3,022$155K0.0%+14.9%0.002%
2/4/2025IFP Advisors Inc2,446$126K0.0%+112.5%0.002%
2/3/2025Sigma Planning Corp17,992$926K0.0%-37.9%0.012%
2/3/2025Dividend Assets Capital LLC28,922$1.49M0.3%-1.6%0.019%
2/3/2025ING Groep NV513,715$26.43M0.2%+223.7%0.337%
2/3/2025Good Life Advisors LLC8,007$412K0.0%-8.2%0.005%
1/31/2025Global Retirement Partners LLC1,633$84K0.0%+93.3%0.001%
1/31/2025Atria Wealth Solutions Inc.4,977$256K0.0%N/A0.003%
1/31/2025Venturi Wealth Management LLC2,517$129K0.0%+6,891.7%0.002%
1/31/2025D.A. Davidson & CO.4,531$233K0.0%-11.5%0.003%
1/31/2025Truist Financial Corp5,092$262K0.0%-4.4%0.003%
1/31/2025Sanctuary Advisors LLC114,352$5.88M0.0%+18.7%0.075%
1/31/2025J.W. Cole Advisors Inc.7,938$408K0.0%N/A0.005%
1/30/2025Allworth Financial LP1,723$95K0.0%+90.6%0.001%
1/30/2025Strategic Financial Concepts LLC65,616$3.38M0.1%N/A0.043%
1/30/2025Principal Securities Inc.504$26K0.0%-27.8%0.000%
1/29/2025Van ECK Associates Corp30,131$1.55M0.0%+41.1%0.020%
1/29/2025Avidian Wealth Enterprises LLC6,840$352K0.0%-2.9%0.004%
1/29/2025Capital Advisors Inc. OK8,192$421K0.0%+58.8%0.005%
1/29/2025Focus Financial Network Inc.16,558$852K0.0%+2.8%0.011%
1/28/2025Newbridge Financial Services Group Inc.4,256$219K0.1%+6.2%0.003%
1/28/2025Miller Howard Investments Inc. NY595,057$30.61M1.0%+0.9%0.390%
Trump Treasure April 19 (Ad)

Thanks to President Trump… A $900 investment across5 specific cryptos… Could gain 12,000% so quickly that, just 12 months later…

If I’m right about this (like I was before) a modest $900 investment…
1/28/2025Kingsview Wealth Management LLC9,464$487K0.0%+2.7%0.006%
1/28/2025Apollon Wealth Management LLC39,410$2.03M0.0%-10.5%0.026%
1/28/2025Strategic Financial Concepts LLC65,616$3.38M0.0%N/A0.043%
1/28/20251900 Wealth Management LLC4,626$238K0.0%-16.5%0.003%
1/27/2025Fractal Investments LLC552,768$28.43M4.4%-17.8%0.363%
1/27/2025Spirit of America Management Corp NY13,500$694K0.1%-51.0%0.009%
1/27/2025Stratos Wealth Partners LTD.8,972$462K0.0%-10.0%0.006%
1/24/2025Journey Strategic Wealth LLC12,511$644K0.0%-2.2%0.008%
1/24/2025 Independence Bank of Kentucky1,022$53K0.0%N/A0.001%
1/24/2025Waldron Private Wealth LLC71,000$3.65M0.1%-40.8%0.047%
(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 201 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 12,319,162 shares in the last 24 months. This purchase volume represents approximately $676.20M in transactions.

Which Sunoco major shareholders have been selling company stock?

Of the 101 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 4,524,463 shares in the last 24 months. This volume of shares sold represents approximately $248.28M in transactions.



This page (NYSE:SUN) was last updated on 4/15/2025 by MarketBeat.com Staff
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