Security record · archived quarter
SUN
Sunoco LP · Energy · Oil & Gas Refining & Marketing
54Tracked holders
0Δ holders
27.52MShares held
$1.44BReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +9.1% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 57 | +3 | 29.76M | $2.01B | +4 | −2 |
| Q1 2026 | 56 | +1 | 29.14M | $1.90B | +5 | −4 |
| Q4 2025 | 54 | 0 | 27.52M | $1.44B | — | — |
| Q3 2025 | 5 | 0 | 8.69M | $434.45M | — | — |
| Q2 2025 | 2 | -1 | 41.11K | $2.20M | — | −1 |
| Q1 2025 | 1 | 0 | 1.07K | $62,008 | — | — |
| Q4 2024 | 1 | -1 | 12.80K | $658,689 | — | −1 |
| Q3 2024 | 2 | +1 | 6.05K | $325,032 | +1 | — |
| Q2 2024 | 1 | — | 27 | $1,527 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 8.85M | — | $463.65M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Goldman Sachs Group ✦ | 5.86M | -8.3% | $307.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 3.08M | — | $161.48M | 0.2% | n/c | 1 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 1.85M | +405.5% | $96.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.64M | +60.5% | $85.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 6 | JPMorgan Chase ✦ | 1.63M | +83.3% | $85.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 7 | UBS Group AG | 966.88K | — | $50.67M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Neuberger Berman Group LLC | 588.13K | — | $30.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Barclays Plc | 582.14K | — | $30.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Raymond James Financial Inc | 382.52K | — | $20.05M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Citigroup Inc | 206.86K | — | $10.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Wells Fargo & Company/Mn | 201.36K | — | $10.55M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 13 | LPL Financial LLC | 179.12K | — | $9.39M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 177.67K | — | $9.31M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Bank Of America Corp /De/ | 155.02K | — | $8.12M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Allianz Asset Management GmbH | 117.80K | — | $6.17M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 114.59K | — | $6.01M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bnp Paribas Financial Markets | 57.64K | — | $3.02M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | First Trust Advisors Lp | 56.42K | — | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cetera Investment Advisers | 54.35K | — | $2.85M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 48.09K | — | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mariner, LLC | 47.85K | — | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 47.74K | — | $2.50M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 24 | IMC-Chicago, LLC | 45.82K | — | $2.40M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 41.33K | — | $2.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Captrust Financial Advisors | 40.31K | — | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 39.84K | — | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 38.26K | — | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Hrt Financial Lp | 32.51K | — | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Stifel Financial Corp | 30.08K | — | $1.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Commonwealth Equity Services, Llc | 29.52K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 25.36K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Truist Financial Corp | 23.62K | — | $1.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Bank Of Montreal /Can/ | 21.42K | — | $1.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | HighTower Advisors, LLC | 20.57K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Us Bancorp \De\ | 18.98K | — | $994,952 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | BlackRock ✦ (passive) | 17.06K | +0.8% | $893,958 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 38 | Focus Partners Wealth | 16.91K | — | $886,363 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 16.35K | — | $856,904 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Baird Financial Group, Inc. | 15.85K | — | $830,594 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Simplex Trading, Llc | 15.20K | — | $796,579 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Corient Private Wealth LP | 77.51K | — | $769,575 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | Brown Advisory Inc | 10.97K | — | $575,162 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | Quantinno Capital Management LP | 10.66K | — | $558,481 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Mml Investors Services, Llc | 10.46K | — | $548,404 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Jones Financial Companies Lllp | 8.47K | — | $443,892 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Mercer Global Advisors Inc /Adv | 6.91K | — | $362,072 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Cerity Partners LLC | 6.19K | — | $324,412 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 49 | Bank of New York Mellon Corp | 5.94K | — | $311,436 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 50 | Northern Trust Corp | 4.34K | — | $227,617 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Northwestern Mutual Wealth… | 1.81K | — | $95,072 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Russell Investments Group, Ltd. | 1.57K | — | $82,210 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Cwm, Llc | 455 | — | $24,000 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Assetmark, Inc | 190 | — | $9,958 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 293 holders, 65.75M shares, $4.25B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
Get this via the API