Who owns Sunoco (SUN)
Which tracked institutional funds hold SUN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SUN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
46 tracked funds added or opened SUN while 35 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SUN’s largest tracked holder by dollar value, ALPS ADVISORS INC, sizes it at 7.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 7.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SUN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 285 tracked filers holding SUN, 102 increased or opened the position and 124 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SUN between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 8
- KAYNE ANDERSON CAPITAL ADVISORS LP$4M
- AlTi Global, Inc.$3M
- TORONTO DOMINION BANK$3M
- Arax Advisory Partners$1M
- Jump Financial, LLC$1M
- Austin Wealth Management, LLC$1M
Full exits 13
- NEUBERGER BERMAN GROUP LLC$37M
- CHICKASAW CAPITAL MANAGEMENT LLC$13M
- HENNESSY ADVISORS INC$9M
- Corigliano Investment Advisers, LLC$5M
- HRT FINANCIAL LP$5M
- JANE STREET GROUP, LLC$4M
Largest adds
- MORGAN STANLEY$100M
- ALPS ADVISORS INC$46M
- GOLDMAN SACHS GROUP INC$28M
- Invesco Ltd.$23M
- MILLER HOWARD INVESTMENTS INC /NY$13M
- JPMORGAN CHASE & CO$12M
Largest trims
- COOPERMAN LEON G$90M
- FMR LLC$62M
- CITADEL ADVISORS LLC$10M
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$6M
- BARCLAYS PLC$5M
- Energy Income Partners, LLC$4M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ALPS ADVISORS INC trimmed | 24,435,476 | $1.6B | 37.7% | 2026-Q2 |
| Invesco Ltd. added | 8,848,627 | $597M | 13.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 5,742,514 | $388M | 8.9% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 3,011,045 | $203M | 4.6% | 2026-Q2 |
| FMR LLC trimmed | 2,587,682 | $175M | 4.0% | 2026-Q2 |
| MORGAN STANLEY added | 2,559,034 | $173M | 3.9% | 2026-Q2 |
| Energy Income Partners, LLC trimmed | 1,768,784 | $119M | 2.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,634,270 | $112M | 2.6% | 2026-Q2 |
| Recurrent Investment Advisors LLC added | 1,149,434 | $78M | 1.8% | 2026-Q2 |
| UBS Group AG added | 1,059,451 | $72M | 1.6% | 2026-Q2 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC added | 995,794 | $67M | 1.5% | 2026-Q2 |
| MILLER HOWARD INVESTMENTS INC /NY added | 974,109 | $66M | 1.5% | 2026-Q2 |
| Blackstone Inc. trimmed | 854,595 | $58M | 1.3% | 2026-Q2 |
| TORTOISE CAPITAL ADVISORS, L.L.C. trimmed | 778,973 | $53M | 1.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 692,085 | $47M | 1.1% | 2026-Q2 |
| Fractal Investments LLC added | 682,002 | $46M | 1.1% | 2026-Q2 |
| BOWEN HANES & CO INC | 600,000 | $39M | 0.9% | 2026-Q2 |
| Adams Asset Advisors, LLC | 565,822 | $38M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 377,488 | $25M | 0.6% | 2026-Q2 |
| Allianz Asset Management GmbH added | 369,073 | $25M | 0.6% | 2026-Q2 |
| ING GROEP NV added | 267,000 | $18M | 0.4% | 2026-Q2 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | 242,100 | $16M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 237,704 | $16M | 0.4% | 2026-Q2 |
| COOPERMAN LEON G trimmed | 225,994 | $15M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 205,519 | $14M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 204,739 | $14M | 0.3% | 2026-Q2 |
| CITIGROUP INC trimmed | 187,155 | $13M | 0.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 175,491 | $12M | 0.3% | 2026-Q2 |
| Kercheville Advisors, LLC added | 159,086 | $11M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 155,101 | $10M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 154,870 | $10M | 0.2% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 148,090 | $10M | 0.2% | 2026-Q2 |
| HUB Investment Partners, LLC added | 145,379 | $10M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 136,702 | $9M | 0.2% | 2026-Q2 |
| Texas Yale Capital Corp. added | 134,896 | $9M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 133,448 | $9M | 0.2% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 106,281 | $7M | 0.2% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC added | 91,587 | $6M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 82,908 | $6M | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 76,531 | $5M | 0.1% | 2026-Q2 |
| Waldron Private Wealth LLC | 71,000 | $5M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 62,593 | $4M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 62,112 | $4M | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 59,126 | $4M | 0.1% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 58,376 | $4M | 0.1% | 2026-Q2 |
| KAYNE ANDERSON CAPITAL ADVISORS LP added | 57,396 | $4M | 0.1% | 2026-Q2 |
| Annis Gardner Whiting Capital Advisors, LLC | 56,800 | $4M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 52,636 | $4M | 0.1% | 2026-Q2 |
| AlTi Global, Inc. new | 51,254 | $3M | 0.1% | 2026-Q2 |
| Gilman Hill Asset Management, LLC added | 50,349 | $3M | 0.1% | 2026-Q2 |
| TORONTO DOMINION BANK new | 49,798 | $3M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 49,066 | $3M | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC added | 47,416 | $3M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 45,344 | $3M | 0.1% | 2026-Q2 |
| Sovereign Investment Advisors, LLC | 43,522 | $3M | 0.1% | 2026-Q2 |
| Barnett & Company, Inc. trimmed | 37,883 | $3M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 37,191 | $3M | 0.1% | 2026-Q2 |
| PARK CIRCLE Co | 36,350 | $2M | 0.1% | 2026-Q2 |
| Linscomb Wealth, Inc. | 35,058 | $2M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 32,097 | $2M | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 31,305 | $2M | 0.0% | 2026-Q2 |
| MidFirst Bank | 30,500 | $2M | 0.0% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 30,496 | $2M | 0.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 29,669 | $2M | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 28,856 | $2M | 0.0% | 2026-Q2 |
| GLENMEDE TRUST CO NA trimmed | 28,680 | $2M | 0.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 28,628 | $2M | 0.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 27,888 | $2M | 0.0% | 2026-Q2 |
| Zurich Insurance Group Ltd/FI | 27,200 | $2M | 0.0% | 2026-Q2 |
| Empirical Asset Management, LLC trimmed | 27,084 | $2M | 0.0% | 2026-Q2 |
| ELCO Management Co., LLC trimmed | 26,587 | $2M | 0.0% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 25,709 | $2M | 0.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 25,204 | $2M | 0.0% | 2026-Q2 |
| Bison Wealth, LLC added | 23,859 | $2M | 0.0% | 2026-Q2 |
| DIVIDEND ASSETS CAPITAL, LLC added | 23,098 | $2M | 0.0% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 22,138 | $1M | 0.0% | 2026-Q2 |
| Private Advisor Group, LLC added | 22,114 | $1M | 0.0% | 2026-Q2 |
| Focus Partners Wealth added | 22,024 | $1M | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 21,633 | $1M | 0.0% | 2026-Q2 |
| CASCADE INVESTMENT GROUP, INC. trimmed | 21,580 | $1M | 0.0% | 2026-Q2 |
| IHT Wealth Management, LLC added | 20,271 | $1M | 0.0% | 2026-Q2 |
| AMERICAN FINANCIAL GROUP INC | 20,000 | $1M | 0.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 19,030 | $1M | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 18,884 | $1M | 0.0% | 2026-Q2 |
| BlackRock, Inc. added | 17,144 | $1M | 0.0% | 2026-Q2 |
| Focus Financial Network, Inc. trimmed | 16,594 | $1M | 0.0% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC | 16,569 | $1M | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 16,129 | $1M | 0.0% | 2026-Q2 |
| Jump Financial, LLC added | 15,900 | $1M | 0.0% | 2026-Q2 |
| Creative Planning trimmed | 15,270 | $1M | 0.0% | 2026-Q2 |
| Quad-Cities Investment Group, LLC added | 15,230 | $1M | 0.0% | 2026-Q2 |
| MCDONALD PARTNERS LLC | 15,100 | $1M | 0.0% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 15,068 | $1M | 0.0% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 15,043 | $1M | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 14,968 | $1M | 0.0% | 2026-Q2 |
| CASTLEARK MANAGEMENT LLC | 14,450 | $975K | 0.0% | 2026-Q2 |
| Austin Wealth Management, LLC new | 13,934 | $1M | 0.0% | 2026-Q2 |
| IFG Advisory, LLC added | 13,846 | $935K | 0.0% | 2026-Q2 |
| Caprock Group, LLC trimmed | 13,001 | $878K | 0.0% | 2026-Q2 |
| Sigma Planning Corp trimmed | 12,233 | $826K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.