Sunoco LP Ownership | Who Owns Sunoco LP?
Sunoco LP Ownership Summary
Sunoco LP is owned by 42.85% institutional investors, 21.37% insiders, and 35.79% retail investors. Alps advisors is the largest institutional shareholder, holding 22.28% of SUN shares. Alerian MLP ETF is the top mutual fund, with 14.40% of its assets in Sunoco LP shares.
SUN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sunoco LP | 42.85% | 21.37% | 35.79% |
| Sector | Energy Stocks | 58.70% | 13.07% | 28.24% |
| Industry | Oil & Gas Refining & Marketing Stocks | 59.70% | 9.89% | 30.42% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Alps advisors | 18.81M | 22.28% | $1.06B |
| Invesco | 8.50M | 10.07% | $480.61M |
| Goldman sachs group | 6.70M | 7.94% | $378.82M |
| Mirae asset global etfs | 4.10M | 4.86% | $231.78M |
| Jpmorgan chase | 1.74M | 2.06% | $98.17M |
| Blackstone | 1.61M | 1.90% | $90.81M |
| Morgan stanley | 1.41M | 1.67% | $79.89M |
| Tortoise capital advisors | 1.35M | 1.60% | $76.41M |
| Infrastructure capital advisors | 1.06M | 1.25% | $59.66M |
| Energy income partners | 974.17K | 1.15% | $55.08M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Infrastructure capital advisors | 1.06M | 7.70% | $59.66M |
| Alps advisors | 18.81M | 7.30% | $1.06B |
| Fractal investments | 672.68K | 6.62% | $38.03M |
| Adams asset advisors | 571.54K | 4.21% | $32.31M |
| Recurrent investment advisors | 668.59K | 3.98% | $37.80M |
| Kercheville advisors | 154.03K | 3.78% | $8.71M |
| Barnett & company | 52.88K | 2.15% | $2.99M |
| Park circle | 36.35K | 1.96% | $2.06M |
| Cascade investment group | 29.03K | 1.28% | $1.64M |
| Energy income partners | 974.17K | 1.23% | $55.08M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alps advisors | 18.81M | 7.30% | 9.13M |
| Invesco | 8.50M | 0.10% | 8.04M |
| Goldman sachs group | 6.70M | 0.06% | 4.50M |
| Mirae asset global etfs | 4.10M | 0.55% | 4.10M |
| Tortoise capital advisors | 1.35M | 1.01% | 1.35M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jennison associates | - | - | -202.97K |
| Brookfield corp /on/ | - | - | -103.52K |
| Kestra advisory services | - | - | -76.07K |
| Strategic financial concepts | - | - | -68.19K |
| Ubs group | - | - | -50.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mirae asset global etfs | 4.10M | 0.55% | 4.10M | $231.78M |
| Neuberger berman group | 314.30K | 0.01% | 314.30K | $17.77M |
| Captrust financial advisors | 189.05K | 0.03% | 189.05K | $10.69M |
| Kercheville advisors | 154.03K | 3.78% | 154.03K | $8.71M |
| Nomura | 60.00K | 0.01% | 60.00K | $3.39M |
Sold Out
| Holder | Change |
|---|---|
| Kelly financial services | -14.00 |
| Sound income strategies | -28.00 |
| Headlands | -120.00 |
| Rfp financial group | -200.00 |
| Td waterhouse canada | -200.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 279 | -1.06% | 58,273,958 | -0.16% | 42 | 1.73% | 115 | -40.72% | 65 | 80.56% |
| Jun 30, 2024 | 277 | 24.22% | 58,299,505 | 178.49% | 69 | 11.23% | 191 | 81.90% | 36 | -26.53% |
| Mar 31, 2024 | 223 | 2.29% | 20,934,138 | -13.45% | 24 | 3.00% | 105 | 5.00% | 49 | -15.52% |
| Dec 31, 2023 | 218 | 11.79% | 24,186,128 | 26.15% | 28 | 5.53% | 100 | 11.11% | 58 | 38.10% |
| Sep 30, 2023 | 195 | -1.52% | 19,172,464 | 8.34% | 22 | 5.15% | 90 | 16.88% | 42 | -20.75% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Alerian MLP ETF | 19.59M | 14.40% | 14.80K |
| Invesco SteelPath MLP Income Y | 5.53M | 4.07% | 100.00K |
| Goldman Sachs MLP Energy Infras Instl | 3.05M | 2.24% | -32.82K |
| Global X MLP ETF | 2.50M | 1.84% | - |
| Invesco SteelPath MLP Select 40 Y | 1.90M | 1.40% | 50.00K |
| InfraCap MLP ETF | 1.17M | 0.86% | - |
| Invesco SteelPath MLP Alpha Y | 893.96K | 0.66% | - |
| iShares $ HY Corp Bd ESG ETF USD Acc | 865.00K | 0.64% | 865.00K |
| Recurrent MLP & Infrastructure | 839.99K | 0.62% | - |
| Tortoise Energy Infrastructure TR Ins | 650.76K | 0.48% | 18.45K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 29, 2024 | Harkness Austin | EVP - Commercial | Buy | $49.74K |
| May 24, 2024 | Hand Brian A | EVP-Chief Sales Officer | Buy | $99.18K |
| May 24, 2024 | Fails Karl R | EVP & Chief Operations Officer | Buy | $150.54K |
| May 23, 2024 | Kim Joseph | President & CEO | Buy | $252.52K |
| Apr 17, 2024 | Skidmore David K | - | Buy | $46.89K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q2 | 6 | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | 1 |
| 2023 Q1 | - | - |
| 2022 Q4 | - | - |
SUN Ownership FAQ
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