Who owns SUN (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-Q1 13F filings. 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
156 tracked funds added or opened SUN while 56 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 7.5% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 7.5pp 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 2025-Q4 and 2026-Q1, across 407 tracked filers holding SUN, 203 increased or opened the position and 158 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 2025-Q4 and 2026-Q1 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 38
- TWO SIGMA INVESTMENTS, LP$80M
- Qube Research & Technologies Ltd$45M
- RENAISSANCE TECHNOLOGIES LLC$30M
- COHEN & STEERS, INC.$20M
- KAYNE ANDERSON CAPITAL ADVISORS LP$13M
- CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$12M
Full exits 28
- NORGES BANK$75M
- FARALLON CAPITAL MANAGEMENT LLC$30M
- Weiss Asset Management LP$23M
- Davidson Kempner Capital Management LP$22M
- SIR Capital Management, L.P.$19M
- 683 Capital Management, LLC$12M
Largest adds
- ALPS ADVISORS INC$300M
- FMR LLC$224M
- Invesco Ltd.$134M
- GOLDMAN SACHS GROUP INC$85M
- NEUBERGER BERMAN GROUP LLC$58M
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$48M
Largest trims
- BANK OF AMERICA CORP /DE/$73M
- Aventail Capital Group, LP$19M
- WEXFORD CAPITAL LP$17M
- BCV Asset Management Inc.$16M
- BlackRock, Inc.$13M
- Murchinson Ltd.$12M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ALPS ADVISORS INC trimmed | 24,671,391 | $1.6B | 33.1% | 2026-Q1 |
| FMR LLC added | 5,043,708 | $311M | 6.4% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 3,226,334 | $210M | 4.3% | 2026-Q1 |
| Blackstone Inc. added | 3,071,910 | $189M | 3.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 2,597,235 | $160M | 3.3% | 2026-Q1 |
| COOPERMAN LEON G | 1,620,000 | $105M | 2.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,504,690 | $100M | 2.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,600,757 | $99M | 2.0% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,487,473 | $92M | 1.9% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP new | 1,290,979 | $80M | 1.6% | 2026-Q1 |
| BCV Asset Management Inc. added | 1,243,518 | $77M | 1.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,111,826 | $72M | 1.5% | 2026-Q1 |
| QV Investors Inc. trimmed | 1,171,414 | $72M | 1.5% | 2026-Q1 |
| UBS Group AG added | 1,136,059 | $70M | 1.4% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,045,806 | $64M | 1.3% | 2026-Q1 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC added | 972,935 | $63M | 1.3% | 2026-Q1 |
| Engine Capital Management, LP trimmed | 1,019,854 | $63M | 1.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 869,068 | $54M | 1.1% | 2026-Q1 |
| MILLER HOWARD INVESTMENTS INC /NY added | 816,233 | $53M | 1.1% | 2026-Q1 |
| TORTOISE CAPITAL ADVISORS, L.L.C. added | 815,498 | $53M | 1.1% | 2026-Q1 |
| TIG Advisors, LLC added | 837,399 | $52M | 1.1% | 2026-Q1 |
| BARCLAYS PLC added | 794,590 | $52M | 1.1% | 2026-Q1 |
| Qube Research & Technologies Ltd new | 734,607 | $45M | 0.9% | 2026-Q1 |
| Clearbridge Investments, LLC | 716,678 | $44M | 0.9% | 2026-Q1 |
| Fractal Investments LLC | 616,542 | $40M | 0.8% | 2026-Q1 |
| BOWEN HANES & CO INC | 600,000 | $39M | 0.8% | 2026-Q1 |
| iA Global Asset Management Inc. | 610,881 | $38M | 0.8% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 576,447 | $37M | 0.8% | 2026-Q1 |
| Adams Asset Advisors, LLC trimmed | 565,822 | $37M | 0.8% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 583,031 | $36M | 0.7% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 491,500 | $30M | 0.6% | 2026-Q1 |
| Northwest & Ethical Investments L.P. trimmed | 426,217 | $26M | 0.5% | 2026-Q1 |
| Allianz Asset Management GmbH added | 328,315 | $21M | 0.4% | 2026-Q1 |
| Holocene Advisors, LP trimmed | 322,048 | $20M | 0.4% | 2026-Q1 |
| COHEN & STEERS, INC. new | 317,904 | $20M | 0.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 309,788 | $19M | 0.4% | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT added | 271,525 | $17M | 0.3% | 2026-Q1 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | 242,100 | $16M | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 238,569 | $15M | 0.3% | 2026-Q1 |
| TORONTO DOMINION BANK added | 226,023 | $14M | 0.3% | 2026-Q1 |
| KAYNE ANDERSON CAPITAL ADVISORS LP added | 216,889 | $13M | 0.3% | 2026-Q1 |
| CHICKASAW CAPITAL MANAGEMENT LLC trimmed | 203,093 | $13M | 0.3% | 2026-Q1 |
| WEXFORD CAPITAL LP trimmed | 206,813 | $13M | 0.3% | 2026-Q1 |
| Energy Income Partners, LLC trimmed | 206,677 | $13M | 0.3% | 2026-Q1 |
| Cardinal Point Capital Management ULC trimmed | 203,513 | $13M | 0.3% | 2026-Q1 |
| Aventail Capital Group, LP trimmed | 202,203 | $12M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 190,474 | $12M | 0.3% | 2026-Q1 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT added | 200,000 | $12M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 180,500 | $12M | 0.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 177,210 | $12M | 0.2% | 2026-Q1 |
| ALPINE ASSOCIATES MANAGEMENT INC. added | 186,676 | $12M | 0.2% | 2026-Q1 |
| Voleon Capital Management LP new | 173,571 | $11M | 0.2% | 2026-Q1 |
| ING GROEP NV added | 164,000 | $11M | 0.2% | 2026-Q1 |
| Claret Asset Management Corp trimmed | 171,712 | $11M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 170,682 | $11M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 154,713 | $10M | 0.2% | 2026-Q1 |
| Kercheville Advisors, LLC added | 154,085 | $10M | 0.2% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL new | 153,325 | $9M | 0.2% | 2026-Q1 |
| HUB Investment Partners, LLC trimmed | 144,370 | $9M | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 141,443 | $9M | 0.2% | 2026-Q1 |
| HENNESSY ADVISORS INC trimmed | 140,200 | $9M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 138,519 | $9M | 0.2% | 2026-Q1 |
| Texas Yale Capital Corp. added | 133,146 | $9M | 0.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 137,538 | $8M | 0.2% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND new | 135,300 | $8M | 0.2% | 2026-Q1 |
| STATE STREET CORP trimmed | 131,715 | $8M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 129,298 | $8M | 0.2% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 120,598 | $8M | 0.2% | 2026-Q1 |
| CI INVESTMENTS INC. added | 126,043 | $8M | 0.2% | 2026-Q1 |
| Lighthouse Investment Partners, LLC trimmed | 119,972 | $7M | 0.2% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD new | 114,689 | $7M | 0.1% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC new | 112,435 | $7M | 0.1% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 111,532 | $7M | 0.1% | 2026-Q1 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO added | 107,384 | $7M | 0.1% | 2026-Q1 |
| K2 PRINCIPAL FUND, L.P. | 105,090 | $6M | 0.1% | 2026-Q1 |
| Aquatic Capital Management LLC new | 104,141 | $6M | 0.1% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 103,324 | $6M | 0.1% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd new | 101,685 | $6M | 0.1% | 2026-Q1 |
| SummitTX Capital, L.P. new | 101,045 | $6M | 0.1% | 2026-Q1 |
| Quantbot Technologies LP new | 97,815 | $6M | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 95,419 | $6M | 0.1% | 2026-Q1 |
| EAGLE GLOBAL ADVISORS LLC new | 94,800 | $6M | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC trimmed | 88,626 | $6M | 0.1% | 2026-Q1 |
| Walleye Capital LLC added | 91,019 | $6M | 0.1% | 2026-Q1 |
| Summit Financial, LLC trimmed | 81,531 | $5M | 0.1% | 2026-Q1 |
| Corigliano Investment Advisers, LLC new | 77,400 | $5M | 0.1% | 2026-Q1 |
| Swiss National Bank | 81,291 | $5M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 73,672 | $5M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 71,950 | $5M | 0.1% | 2026-Q1 |
| NORGES BANK new | 1,515,745 | $75M | 1.5% | 2025-Q4 stale |
| FARALLON CAPITAL MANAGEMENT LLC new | 606,277 | $30M | 0.6% | 2025-Q4 stale |
| Weiss Asset Management LP new | 466,440 | $23M | 0.5% | 2025-Q4 stale |
| Davidson Kempner Capital Management LP new | 451,767 | $22M | 0.5% | 2025-Q4 stale |
| SIR Capital Management, L.P. new | 384,079 | $19M | 0.4% | 2025-Q4 stale |
| 683 Capital Management, LLC new | 235,000 | $12M | 0.2% | 2025-Q4 stale |
| CAPSTONE INVESTMENT ADVISORS, LLC new | 169,625 | $8M | 0.2% | 2025-Q4 stale |
| Alberta Investment Management Corp new | 166,181 | $8M | 0.2% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 142,135 | $7M | 0.2% | 2025-Q4 stale |
| Polar Asset Management Partners Inc. new | 135,000 | $7M | 0.1% | 2025-Q4 stale |
| Taconic Capital Advisors LP new | 107,747 | $5M | 0.1% | 2025-Q4 stale |
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.