Sunoco LP Ownership | Who Owns Sunoco LP?

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Sunoco LP Ownership Summary

Sunoco LP is owned by 8.43% institutional investors, 21.63% insiders, and 69.94% retail investors. Alps advisors is the largest institutional shareholder, holding 15.15% of SUN shares. Alerian MLP ETF is the top mutual fund, with 16.98% of its assets in Sunoco LP shares.

SUN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Sunoco LP	8.43%	21.63%	69.94%
Sector	Energy Stocks	44.66%	13.80%	41.54%
Industry	Oil & Gas Refining & Marketing Stocks	47.31%	9.87%	42.82%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Alps advisors	20.60M	15.15%	$1.06B
Invesco	8.87M	6.52%	$456.22M
Goldman sachs group	6.73M	4.95%	$346.45M
Mirae asset global etfs	2.61M	1.92%	$134.19M
Morgan stanley	1.41M	1.67%	$79.89M
Jpmorgan chase	2.15M	1.58%	$110.63M
Energy income partners	1.76M	1.30%	$90.76M
Blackstone	1.35M	0.99%	$69.43M
Tortoise capital advisors	1.28M	0.94%	$65.83M
Infrastructure capital advisors	1.24M	0.91%	$63.65M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Alps advisors	20.60M	6.69%	$1.06B
Fractal investments	672.68K	6.62%	$38.03M
Infrastructure capital advisors	1.24M	4.46%	$63.65M
Recurrent investment advisors	888.86K	4.20%	$45.72M
Kercheville advisors	154.03K	3.78%	$8.71M
Adams asset advisors	571.54K	3.77%	$29.40M
Park circle	36.35K	1.96%	$2.06M
Energy income partners	1.76M	1.86%	$90.76M
Barnett & company	50.13K	1.69%	$2.58M
Miller howard investments inc /ny	595.06K	1.01%	$30.61M

Top Buyers

Holder	Shares	% Assets	Change
Alps advisors	20.60M	6.69%	1.47M
Morgan stanley	1.41M	0.01%	956.31K
Energy income partners	1.76M	1.86%	708.06K
Fractal investments	672.68K	6.62%	430.68K
Ing groep nv	513.72K	0.18%	355.00K

Top Sellers

Holder	Shares	% Assets	Change
International assets investment management	11.04K	0.05%	-561.74K
Hrt financial lp	42.50K	0.01%	-245.27K
Bnp paribas arbitrage, snc	-	-	-222.88K
Jennison associates	-	-	-202.97K
Goldman sachs group	6.73M	0.05%	-200.48K

New Positions

Holder	Shares	% Assets	Change	Value
Raymond james financial	344.84K	0.01%	344.84K	$17.74M
Allianz asset management gmbh	190.90K	0.01%	190.90K	$9.82M
Kercheville advisors	154.03K	3.78%	154.03K	$8.71M
Susquehanna fundamental investments	74.30K	0.05%	74.30K	$3.82M
Whittier trust co of nevada	72.00K	0.09%	72.00K	$3.70M

Sold Out

Holder	Change
Kelly financial services	-14.00
Sound income strategies	-28.00
Signaturefd	-75.00
Planned solutions	-100.00
Nbc securities	-100.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	145	-48.94%	11,463,642	-80.37%	8	0.46%	55	-53.78%	39	-40.91%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Alerian MLP ETF	23.13M	16.98%	109.83K
Invesco SteelPath MLP Income Y	5.55M	4.08%	25.00K
Global X MLP ETF	2.97M	2.18%	-
Goldman Sachs MLP Energy Infras Instl	2.70M	1.98%	-343.31K
Invesco SteelPath MLP Select 40 Y	2.05M	1.51%	155.00K
InfraCap MLP ETF	1.11M	0.82%	-
First Trust North Amer Engy InfrasETF	1.10M	0.81%	-
Invesco SteelPath MLP Alpha Y	893.96K	0.66%	-
Recurrent MLP & Infrastructure	883.99K	0.65%	83.00K
iShares $ HY Corp Bd ESG ETF USD Acc	865.00K	0.64%	865.00K

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
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	6	-
2024 Q1	-	-

SUN Ownership FAQ

Who Owns Sunoco LP?

Sunoco LP shareholders are primarily institutional investors at 8.43%, followed by 21.63% insiders and 69.94% retail investors. The average institutional ownership in Sunoco LP's industry, Oil & Gas Refining & Marketing Stocks, is 47.31%, which Sunoco LP falls below.

Who owns the most shares of Sunoco LP?

Sunoco LP’s largest shareholders are Alps advisors (20.6M shares, 15.15%), Invesco (8.87M shares, 6.52%), and Goldman sachs group (6.73M shares, 4.95%). Together, they hold 26.62% of Sunoco LP’s total shares outstanding.

Does Blackrock own Sunoco LP?

BlackRock is not among the top 10 institutional shareholders of Sunoco LP.

Who is Sunoco LP’s biggest shareholder by percentage of total assets invested?

Alps advisors is Sunoco LP’s biggest shareholder by percentage of total assets invested, with 6.69% of its assets in 20.6M Sunoco LP shares, valued at 1.06B$.

Who is the top mutual fund holder of Sunoco LP shares?

Alerian MLP ETF is the top mutual fund holder of Sunoco LP shares, with 16.98% of its total shares outstanding invested in 23.13M Sunoco LP shares.

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