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-Q1 13F filings (latest filed 2026-05-26). 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
The tracked-fund tape on SUN is one-sided between 2025-Q4 and 2026-Q1: 84 added or opened and 14 trimmed or exited — on balance accumulating.
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, 131 increased or opened the position and 104 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 8
- ING GROEP NV$11M
- CIBC Bancorp USA Inc.$9M
- Beacon Pointe Advisors, LLC$9M
- Corigliano Investment Advisers, LLC$5M
- JANE STREET GROUP, LLC$4M
- WESTWOOD HOLDINGS GROUP INC$2M
Full exits 5
- CIBC Private Wealth Group LLC$7M
- TIG Advisors, LLC$2M
- BANK OF MONTREAL /CAN/$1M
- SIMPLEX TRADING, LLC$797K
- DRW Securities, LLC$555K
Largest adds
- ALPS ADVISORS INC$300M
- FMR LLC$139M
- Invesco Ltd.$111M
- GOLDMAN SACHS GROUP INC$52M
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$48M
- Recurrent Investment Advisors LLC$31M
Largest trims
- Blackstone Inc.$69M
- MORGAN STANLEY$14M
- M&T Bank Corp$8M
- IMC-Chicago, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1M
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 | 36.8% | 2026-Q1 |
| Invesco Ltd. added | 8,848,627 | $597M | 13.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 5,528,643 | $359M | 8.2% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 3,226,334 | $210M | 4.8% | 2026-Q1 |
| FMR LLC trimmed | 2,587,682 | $175M | 4.0% | 2026-Q2 |
| Energy Income Partners, LLC trimmed | 1,901,251 | $124M | 2.8% | 2026-Q1 |
| COOPERMAN LEON G | 1,620,000 | $105M | 2.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,504,690 | $100M | 2.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,111,826 | $72M | 1.7% | 2026-Q1 |
| Recurrent Investment Advisors LLC added | 1,027,877 | $67M | 1.5% | 2026-Q1 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC added | 972,935 | $63M | 1.5% | 2026-Q1 |
| UBS Group AG trimmed | 959,732 | $62M | 1.4% | 2026-Q1 |
| Blackstone Inc. trimmed | 894,358 | $58M | 1.3% | 2026-Q1 |
| MILLER HOWARD INVESTMENTS INC /NY added | 816,233 | $53M | 1.2% | 2026-Q1 |
| TORTOISE CAPITAL ADVISORS, L.L.C. added | 815,498 | $53M | 1.2% | 2026-Q1 |
| BARCLAYS PLC added | 794,590 | $52M | 1.2% | 2026-Q1 |
| Fractal Investments LLC | 616,542 | $40M | 0.9% | 2026-Q1 |
| BOWEN HANES & CO INC | 600,000 | $39M | 0.9% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 576,447 | $37M | 0.9% | 2026-Q1 |
| Adams Asset Advisors, LLC trimmed | 565,822 | $37M | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 383,853 | $25M | 0.6% | 2026-Q1 |
| Allianz Asset Management GmbH added | 328,315 | $21M | 0.5% | 2026-Q1 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | 242,100 | $16M | 0.4% | 2026-Q1 |
| CITIGROUP INC added | 238,569 | $15M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 223,259 | $15M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 204,609 | $13M | 0.3% | 2026-Q1 |
| CHICKASAW CAPITAL MANAGEMENT LLC trimmed | 203,093 | $13M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 190,474 | $12M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 180,500 | $12M | 0.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 177,210 | $12M | 0.3% | 2026-Q1 |
| ING GROEP NV added | 164,000 | $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 |
| 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 new | 138,519 | $9M | 0.2% | 2026-Q1 |
| Texas Yale Capital Corp. added | 133,146 | $9M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC added | 132,058 | $9M | 0.2% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 120,598 | $8M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 115,729 | $8M | 0.2% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC trimmed | 88,626 | $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 |
| ENVESTNET ASSET MANAGEMENT INC added | 73,672 | $5M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 71,950 | $5M | 0.1% | 2026-Q1 |
| Waldron Private Wealth LLC | 71,000 | $5M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 69,604 | $5M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 67,269 | $4M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 62,560 | $4M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 62,358 | $4M | 0.1% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 60,483 | $4M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 60,370 | $4M | 0.1% | 2026-Q1 |
| Annis Gardner Whiting Capital Advisors, LLC added | 56,800 | $4M | 0.1% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 56,075 | $4M | 0.1% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 53,224 | $3M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 51,790 | $3M | 0.1% | 2026-Q1 |
| WHITTIER TRUST CO OF NEVADA INC | 50,730 | $3M | 0.1% | 2026-Q1 |
| Gilman Hill Asset Management, LLC added | 48,559 | $3M | 0.1% | 2026-Q1 |
| Cresset Asset Management, LLC added | 47,140 | $3M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 44,360 | $3M | 0.1% | 2026-Q1 |
| Sovereign Investment Advisors, LLC added | 43,522 | $3M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 40,503 | $3M | 0.1% | 2026-Q1 |
| Barnett & Company, Inc. | 39,583 | $3M | 0.1% | 2026-Q1 |
| PARK CIRCLE Co | 36,350 | $2M | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 36,334 | $2M | 0.1% | 2026-Q1 |
| Linscomb Wealth, Inc. added | 35,058 | $2M | 0.1% | 2026-Q1 |
| GLENMEDE TRUST CO NA trimmed | 35,000 | $2M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 34,610 | $2M | 0.1% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC | 34,335 | $2M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 31,651 | $2M | 0.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 30,652 | $2M | 0.0% | 2026-Q1 |
| MidFirst Bank | 30,500 | $2M | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 28,970 | $2M | 0.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 28,501 | $2M | 0.0% | 2026-Q1 |
| Empirical Asset Management, LLC trimmed | 28,020 | $2M | 0.0% | 2026-Q1 |
| Zurich Insurance Group Ltd/FI | 27,200 | $2M | 0.0% | 2026-Q1 |
| ELCO Management Co., LLC trimmed | 27,094 | $2M | 0.0% | 2026-Q1 |
| Crescent Grove Advisors, LLC added | 26,869 | $2M | 0.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 26,238 | $2M | 0.0% | 2026-Q1 |
| Pinnacle Holdings, LLC trimmed | 23,298 | $2M | 0.0% | 2026-Q1 |
| Apollon Wealth Management, LLC trimmed | 22,231 | $1M | 0.0% | 2026-Q1 |
| CASCADE INVESTMENT GROUP, INC. trimmed | 21,880 | $1M | 0.0% | 2026-Q1 |
| DIVIDEND ASSETS CAPITAL, LLC added | 21,412 | $1M | 0.0% | 2026-Q1 |
| Private Advisor Group, LLC | 21,164 | $1M | 0.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 21,024 | $1M | 0.0% | 2026-Q1 |
| AMERICAN FINANCIAL GROUP INC | 20,000 | $1M | 0.0% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 18,884 | $1M | 0.0% | 2026-Q1 |
| BlackRock, Inc. added | 17,144 | $1M | 0.0% | 2026-Q2 |
| Clearbridge Investments, LLC | 662,929 | $33M | 0.8% | 2025-Q3 stale |
| CIBC Private Wealth Group LLC added | 142,135 | $7M | 0.2% | 2025-Q4 stale |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO trimmed | 91,000 | $5M | 0.1% | 2025-Q3 stale |
| NBW CAPITAL LLC added | 76,009 | $4M | 0.1% | 2025-Q2 stale |
| ICON ADVISERS INC/CO added | 56,000 | $3M | 0.1% | 2025-Q1 stale |
| Glenmede Investment Management, LP added | 39,088 | $2M | 0.0% | 2025-Q3 stale |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 35,402 | $2M | 0.0% | 2025-Q2 stale |
| Ellsworth Advisors, LLC added | 34,565 | $2M | 0.0% | 2025-Q2 stale |
| TIG Advisors, LLC new | 35,100 | $2M | 0.0% | 2025-Q4 stale |
| Aster Capital Management (DIFC) Ltd new | 30,840 | $2M | 0.0% | 2025-Q1 stale |
| Finer Wealth Management, Inc. trimmed | 30,780 | $2M | 0.0% | 2025-Q3 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.