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Sunoco (SUN) Institutional Ownership

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$50.15 -0.35 (-0.69%)
Closing price 09/12/2025 03:59 PM Eastern
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$50.54 +0.38 (+0.76%)
As of 09/12/2025 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
155
Total
Institutional Inflows
(last 12 months)
$530.35M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$222.85M
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SUN Institutional Buying and Selling by Quarter

Sunoco Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.56,245$3.01M0.0%-8.2%0.037%
8/25/2025 Neuberger Berman Group LLC670,269$35.92M0.0%+4.0%0.438%
8/19/2025 B. Riley Wealth Advisors Inc.9,387$503K0.0%N/A0.006%
8/19/2025 State of Wyoming2,080$111K0.0%N/A0.001%
8/18/2025 Westwood Holdings Group Inc.29,030$1.56M0.0%+13.4%0.019%
8/15/2025 Corient Private Wealth LLC26,248$1.41M0.0%N/A0.017%
8/15/2025 Two Sigma Securities LLC5,684$305K0.0%N/A0.004%
8/15/2025 MML Investors Services LLC13,988$750K0.0%-9.5%0.009%
8/15/2025 HRT Financial LP75,133$4.03M0.0%+69.8%0.049%
8/15/2025 IHT Wealth Management LLC10,302$552K0.0%+2.1%0.007%
8/15/2025 EP Wealth Advisors LLC8,886$476K0.0%+3.4%0.006%
8/15/2025 Energy Income Partners LLC1,883,992$100.96M2.0%+4.1%1.233%
8/15/2025 Curi Capital LLC4,809$258K0.0%N/A0.003%
8/15/2025 BNP Paribas Financial Markets8,420$451K0.0%-15.2%0.006%
8/15/2025 Ameriprise Financial Inc.37,488$2.00M0.0%+8.1%0.025%
8/14/2025 Raymond James Financial Inc.365,953$19.61M0.0%+5.5%0.240%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,805,106$150.33M0.3%-5.8%1.836%
8/14/2025 HUB Investment Partners LLC206,606$11.07M0.4%-0.1%0.135%
8/14/2025 NewEdge Advisors LLC7,088$380K0.0%+226.2%0.005%
8/13/2025 Quantum Portfolio Management LLC11,418$612K0.3%+17.0%0.007%
8/13/2025 Finer Wealth Management Inc.32,942$1.77M0.9%+2.7%0.022%
8/13/2025 Brown Advisory Inc.12,174$652K0.0%+10.9%0.008%
8/13/2025 First Trust Advisors LP45,761$2.45M0.0%-42.7%0.030%
8/13/2025 Crescent Grove Advisors LLC43,419$2.33M0.2%+68.3%0.028%
8/13/2025 Invesco Ltd.9,080,481$486.62M0.1%-0.9%5.945%
8/13/2025 NBW Capital LLC76,009$4.07M0.9%+1.9%0.050%
8/13/2025 Neuberger Berman Group LLC670,269$35.92M0.0%+4.0%0.439%
8/12/2025 J.W. Cole Advisors Inc.64,881$3.48M0.1%-7.7%0.042%
8/12/2025 Advisors Asset Management Inc.50,528$2.71M0.0%+2.0%0.033%
8/12/2025 Journey Strategic Wealth LLC10,458$560K0.0%-14.9%0.007%
8/12/2025 JPMorgan Chase & Co.771,976$41.37M0.0%-54.4%0.505%
8/11/2025 United Advisor Group LLC8,093$434K0.1%+8.2%0.005%
8/11/2025 Duff & Phelps Investment Management Co.113,263$6.07M0.1%+470.0%0.074%
8/8/2025 Rockefeller Capital Management L.P.14,976$803K0.0%+13.1%0.010%
8/8/2025 Westwood Holdings Group Inc.29,030$1.56M0.0%+13.4%0.019%
8/8/2025 Cetera Investment Advisers35,902$1.92M0.0%+7.2%0.024%
8/8/2025 Wealth Alliance LLC5,561$298K0.0%N/A0.004%
8/7/2025 Allworth Financial LP5,235$281K0.0%+465.9%0.003%
8/7/2025 Midwest Trust Co7,595$407K0.0%N/A0.005%
8/7/2025 Parkside Financial Bank & Trust1,379$74K0.0%+95.9%0.001%
8/6/2025 Wedbush Securities Inc.9,483$508K0.0%-9.3%0.006%
8/6/2025 Texas Yale Capital Corp.90,666$4.86M0.2%+11.3%0.059%
8/6/2025 Ethos Financial Group LLC4,142$222K0.0%-46.7%0.003%
8/5/2025 GPS Wealth Strategies Group LLC685$37K0.0%-44.9%0.000%
8/5/2025 Sigma Planning Corp16,306$874K0.0%-10.9%0.011%
8/4/2025 World Investment Advisors4,500$241K0.0%-6.3%0.003%
8/1/2025 Bessemer Group Inc.1,360$72K0.0%+41.7%0.001%
8/1/2025 Envestnet Asset Management Inc.31,266$1.68M0.0%-4.1%0.020%
7/31/2025 Oppenheimer Asset Management Inc.6,479$347K0.0%-5.9%0.004%
7/31/2025 Carnegie Investment Counsel5,847$313K0.0%+12.3%0.004%
7/30/2025 Whittier Trust Co. of Nevada Inc.50,351$2.70M0.1%-30.2%0.033%
7/29/2025 Stephens Inc. AR6,569$352K0.0%-13.7%0.004%
7/29/2025 Uhlmann Price Securities LLC8,786$471K0.3%-10.2%0.006%
7/29/2025 International Assets Investment Management LLC11,061$593K0.0%-1.7%0.007%
7/29/2025 Oxbow Advisors LLC10,595$568K0.1%+32.4%0.007%
7/29/2025 Harbor Asset Planning Inc.762$41K0.0%N/A0.000%
7/28/2025 Allianz Asset Management GmbH146,300$7.84M0.0%-52.0%0.096%
7/25/2025 MGO One Seven LLC6,566$352K0.0%-36.6%0.004%
7/25/2025 Cypress Capital Group8,620$462K0.1%N/A0.006%
7/25/2025 Apollon Wealth Management LLC27,349$1.47M0.0%-30.0%0.018%
7/24/2025 Cascade Investment Group Inc.24,875$1.33M0.9%-2.4%0.016%
7/24/2025 IFP Advisors Inc2,014$108K0.0%-29.7%0.001%
7/24/2025 US Bancorp DE18,984$1.02M0.0%-12.2%0.012%
7/21/2025 Hennessy Advisors Inc.166,800$8.94M0.3%N/A0.109%
7/21/2025 Ameritas Advisory Services LLC5,187$278K0.0%+3.9%0.003%
7/21/2025 Sovereign Investment Advisors LLC43,522$2.33M0.6%N/A0.028%
7/18/2025 PFG Investments LLC5,671$304K0.0%-14.8%0.004%
7/17/2025 XML Financial LLC9,221$494K0.0%-15.8%0.006%
7/17/2025 Janney Montgomery Scott LLC17,086$916K0.0%+18.3%0.011%
7/14/2025 U.S. Capital Wealth Advisors LLC9,996$536K0.0%+7.9%0.007%
7/11/2025 Quad Cities Investment Group LLC13,577$728K0.3%+4.1%0.009%
7/11/2025 Miller Howard Investments Inc. NY691,096$37.04M1.2%+0.6%0.452%
7/10/2025 Exchange Traded Concepts LLC114,820$6.15M0.1%-3.1%0.075%
7/10/2025 Wealth Enhancement Advisory Services LLC41,101$2.26M0.0%+681.1%0.027%
7/10/2025 Focus Financial Network Inc.19,200$1.03M0.0%+10.6%0.013%
7/10/2025 Chickasaw Capital Management LLC144,429$7.74M0.3%+4.7%0.095%
7/9/2025 Gilman Hill Asset Management LLC23,009$1.23M0.2%+23.2%0.015%
7/8/2025 Adams Asset Advisors LLC571,547$30.63M4.3%+0.4%0.374%
7/7/2025 Fractal Investments LLC616,542$33.04M4.7%+11.5%0.404%
5/28/2025Ellsworth Advisors LLC31,342$1.82M0.5%N/A0.021%
5/16/2025Zurich Insurance Group Ltd FI27,200$1.58M0.0%N/A0.018%
5/16/2025McIlrath & Eck LLC3,429$199K0.0%N/A0.002%
5/16/2025Goldman Sachs Group Inc.6,523,354$378.75M0.1%-3.1%4.271%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,978,209$172.92M0.4%+14.2%1.951%
5/16/2025Advisors Asset Management Inc.49,523$2.88M0.1%+3.4%0.032%
5/15/2025Cooperman Leon G285,000$16.55M0.7%N/A0.187%
5/15/2025EP Wealth Advisors LLC8,590$499K0.0%+2.2%0.006%
5/15/2025Royal Bank of Canada159,128$9.24M0.0%+6.4%0.104%
5/15/2025Energy Income Partners LLC1,810,296$105.11M2.0%+2.6%1.186%
5/15/2025Cascade Investment Group Inc.25,475$1.48M1.1%-2.3%0.017%
5/14/2025Virtus Advisers LLC4,380$254K0.3%N/A0.003%
5/14/2025Jump Financial LLC5,380$312K0.0%N/A0.004%
5/14/2025Northwestern Mutual Wealth Management Co.2,040$118K0.0%+110.1%0.001%
5/14/2025Kestra Advisory Services LLC65,136$3.78M0.0%-2.5%0.043%
5/14/2025Tortoise Capital Advisors L.L.C.1,213,616$70.46M0.9%-5.2%0.795%
5/14/2025CW Advisors LLC19,618$1.13M0.0%N/A0.013%
5/14/2025Summit Financial LLC93,180$5.41M0.2%+21.9%0.061%
5/13/2025Ethos Financial Group LLC7,777$452K0.0%N/A0.005%
5/13/2025Raymond James Financial Inc.346,963$20.15M0.0%+0.6%0.227%
5/13/2025Cresset Asset Management LLC4,109$239K0.0%-63.0%0.003%
(Data available from 1/1/2016 forward)

SUN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SUN shares?

During the previous two years, 260 institutional investors and hedge funds held shares of Sunoco. The most heavily invested institutionals were Alps Advisors Inc. ($1.34B), Invesco Ltd. ($486.62M), Goldman Sachs Group Inc. ($378.75M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($150.33M), Energy Income Partners LLC ($100.96M), Tortoise Capital Advisors L.L.C. ($70.46M), and Blackstone Inc. ($69.43M).Learn more on Sunoco's institutional investors.

What percentage of Sunoco's stock is owned by institutional investors?

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

Which institutional investors have been buying Sunoco's stock?

Of the 224 institutional investors that purchased Sunoco's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Alps Advisors Inc. ($2.53M), Tortoise Capital Advisors L.L.C. ($1.35M), International Assets Investment Management LLC ($1.13M), Blackstone Inc. ($876.45K), Raymond James Financial Inc. ($710.79K), ING Groep NV ($613.72K), and Goldman Sachs Group Inc. ($551.75K).

How much institutional buying is happening at Sunoco?

Institutional investors have bought a total of 9,635,090 shares in the last 24 months. This purchase volume represents approximately $530.35M in transactions.

Which of Sunoco's major shareholders have been selling company stock?

Of the 94 institutional investors that sold Sunoco's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($962.14K), FMR LLC ($672.13K), International Assets Investment Management LLC ($561.93K), ING Groep NV ($237.72K), Goldman Sachs Group Inc. ($211.61K), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($173.10K), and Bank of America Corp DE ($158.48K).

How much institutional selling is happening at Sunoco?

Institutional investors have sold a total of 4,156,554 shares in the last 24 months. This volume of shares sold represents approximately $222.85M in transactions.


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This page (NYSE:SUN) was last updated on 9/13/2025 by MarketBeat.com Staff
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