SUN Institutional Ownership
Who owns Sunoco LP and what the big funds did with it last quarter, from every SEC 13F filing. 307 funds reported holding SUN at Jun 30, 2026.
- ●105 buying vs 104 selling
- ▼Shares held by funds -1.1%
- ▲Funds holding +8
- ▲Superinvestors: 1 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 307 | 299 | +2.7% |
| In funds' top 10 | 7 | 7 | 0.0% |
| 13F shares | 66.8M | 67.5M | −1.1% |
| Held by funds | – | – | – |
| New positions | 30 | 42 | −28.6% |
| Increased | 75 | 82 | −8.5% |
| Reduced | 83 | 79 | +5.1% |
| Sold out | 21 | 17 | +23.5% |
| Calls (shares) | 200 | 100K | −99.8% |
| Puts (shares) | 0 | 90K | −100.0% |
| Put/call ratio | 0.00 | 88.17 | −100.0% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in SUN
All superinvestors →
Who owns SUN
share of fund held shares- Index and passive funds13.4%
- Active managers and hedge funds66.0%
- Banks and brokers20.5%
- Pensions, insurers and other0.1%
The top 10 holders own 79.0% of all SUN shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
62 funds changed their position- Alps Advisors IncTrimmed−1.1M sh
- Fractal Investments LLCAdded+247K sh
- Counterpoint Mutual Funds LLCNew+123K sh
- Cambridge Investment Research Advisors, Inc.Trimmed−24K sh
- Waldron Private Wealth LLCTrimmed−10K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Alps Advisors Inc | – | 24.4M | $1.6B | −236K |
| 2 | Invesco Ltd. | – | 8.8M | $597M | −8,765 |
| 3 | Goldman Sachs Group Inc | – | 5.7M | $388M | +214K |
| 4 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | – | 3M | $203M | −215K |
| 5 | Fmr LLC | – | 2.6M | $175M | −1M |
| 6 | Morgan Stanley | – | 2.6M | $173M | +1.4M |
| 7 | Energy Income Partners, LLC | – | 1.8M | $119M | −132K |
| 8 | Jpmorgan Chase & Co | – | 1.6M | $112M | +130K |
| 9 | Recurrent Investment Advisors LLC | – | 1.1M | $77.6M | +122K |
| 10 | UBS Group AG | – | 1.1M | $71.5M | +100K |
- Morgan Stanley+1.4M sh+$97.7M
- Goldman Sachs Group Inc+214K sh+$14.4M
- Miller Howard Investments Inc /ny+158K sh+$10.7M
- Jpmorgan Chase & Co+130K sh+$8.9M
- Recurrent Investment Advisors LLC+122K sh+$8.2M
- Hrt Financial LP+110K sh+$7.5M
- Ing Groep NV+103K sh+$7M
- UBS Group AG+100K sh+$6.7M
- Cooperman Leon G−1.4M sh−$94.1M
- Fmr LLC−1M sh−$70.8M
- Alps Advisors Inc−236K sh−$15.9M
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.−215K sh−$14.5M
- Hennessy Advisors Inc−140K sh−$9.1M
- Energy Income Partners, LLC−132K sh−$8.9M
- Barclays PLC−103K sh−$6.9M
- Jane Street Group, LLC−67K sh−$4.4M
SUN institutional ownership FAQ
Who owns the most SUN stock?
In Q2 2026 13F filings the largest holder of SUN was Alps Advisors Inc, followed by Invesco Ltd. and Goldman Sachs Group Inc. Index fund managers are usually the biggest holders of large companies.
What percentage of SUN is owned by institutions?
307 funds reported holding 66.8M SUN shares at Jun 30, 2026.
Are hedge funds buying SUN?
In Q2 2026, 105 funds bought SUN (30 of them new positions) and 104 sold (21 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for SUN is neutral.
What is SUN's institutional put/call ratio?
Funds reported $0 of SUN puts against $14K of calls, a put/call ratio of 0.00 (88.17 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this SUN ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.