Effectdossier · gearchiveerd kwartaal
SUN
Sunoco LP · Energy · Oil & Gas Refining & Marketing
54Gevolgde houders
0Δ houders
27.52MGehouden aandelen
$1.44BGerapporteerde waarde
+0Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +9.1% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 58 | +3 | 29.79M | $2.01B | +4 | −1 |
| 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 | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 8.85M | — | $463.65M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Invesco Ltd. | 8.85M | — | $463.65M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Invesco Ltd. | 8.85M | — | $463.65M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 5.86M | -8.3% | $307.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 5.86M | -8.3% | $307.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 5.86M | -8.3% | $307.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 3.08M | — | $161.48M | 0.2% | n/c | 1 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 1.85M | +405.5% | $96.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 1.64M | +60.5% | $85.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 1.64M | +60.5% | $85.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 1.64M | +60.5% | $85.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1.64M | +60.5% | $85.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 1.64M | +60.5% | $85.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 1.64M | +60.5% | $85.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 1.63M | +83.3% | $85.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 1.63M | +83.3% | $85.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 1.63M | +83.3% | $85.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 1.63M | +83.3% | $85.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 1.63M | +83.3% | $85.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | UBS Group AG | 966.88K | — | $50.67M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 966.88K | — | $50.67M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 966.88K | — | $50.67M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Neuberger Berman Group LLC | 588.13K | — | $30.82M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Neuberger Berman Group LLC | 588.13K | — | $30.82M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Barclays Plc | 582.14K | — | $30.51M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Barclays Plc | 582.14K | — | $30.51M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Raymond James Financial Inc | 382.52K | — | $20.05M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Raymond James Financial Inc | 382.52K | — | $20.05M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Raymond James Financial Inc | 382.52K | — | $20.05M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Citigroup Inc | 206.86K | — | $10.84M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Citigroup Inc | 206.86K | — | $10.84M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 201.36K | — | $10.55M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 201.36K | — | $10.55M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 201.36K | — | $10.55M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Wells Fargo & Company/Mn | 201.36K | — | $10.55M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | LPL Financial LLC | 179.12K | — | $9.39M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Royal Bank Of Canada | 177.67K | — | $9.31M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Royal Bank Of Canada | 177.67K | — | $9.31M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Royal Bank Of Canada | 177.67K | — | $9.31M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank Of America Corp /De/ | 155.02K | — | $8.12M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bank Of America Corp /De/ | 155.02K | — | $8.12M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Bank Of America Corp /De/ | 155.02K | — | $8.12M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Allianz Asset Management GmbH | 117.80K | — | $6.17M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 114.59K | — | $6.01M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Bnp Paribas Financial Markets | 57.64K | — | $3.02M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | First Trust Advisors Lp | 56.42K | — | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Cetera Investment Advisers | 54.35K | — | $2.85M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Envestnet Asset Management Inc | 48.09K | — | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Mariner, LLC | 47.85K | — | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Osaic Holdings, Inc. | 47.74K | — | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Osaic Holdings, Inc. | 47.74K | — | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Osaic Holdings, Inc. | 47.74K | — | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Osaic Holdings, Inc. | 47.74K | — | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | IMC-Chicago, LLC | 45.82K | — | $2.40M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Ameriprise Financial Inc | 41.33K | — | $2.17M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Ameriprise Financial Inc | 41.33K | — | $2.17M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Captrust Financial Advisors | 40.31K | — | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Wealth Enhancement Advisory… | 39.84K | — | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Creative Planning | 38.26K | — | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Hrt Financial Lp | 32.51K | — | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Stifel Financial Corp | 30.08K | — | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Stifel Financial Corp | 30.08K | — | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Commonwealth Equity Services, Llc | 29.52K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Rockefeller Capital Management L.P. | 25.36K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Rockefeller Capital Management L.P. | 25.36K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Truist Financial Corp | 23.62K | — | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Truist Financial Corp | 23.62K | — | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Bank Of Montreal /Can/ | 21.42K | — | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Bank Of Montreal /Can/ | 21.42K | — | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | HighTower Advisors, LLC | 20.57K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Us Bancorp \De\ | 18.98K | — | $994,952 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Us Bancorp \De\ | 18.98K | — | $994,952 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | BlackRock ✦ (passief) | 17.06K | +0.8% | $893,958 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | BlackRock ✦ (passief) | 17.06K | +0.8% | $893,958 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | BlackRock ✦ (passief) | 17.06K | +0.8% | $893,958 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Focus Partners Wealth | 16.91K | — | $886,363 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Pnc Financial Services Group, Inc. | 16.35K | — | $856,904 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Baird Financial Group, Inc. | 15.85K | — | $830,594 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Simplex Trading, Llc | 15.20K | — | $796,579 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Corient Private Wealth LP | 77.51K | — | $769,575 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Corient Private Wealth LP | 77.51K | — | $769,575 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Brown Advisory Inc | 10.97K | — | $575,162 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Brown Advisory Inc | 10.97K | — | $575,162 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Quantinno Capital Management LP | 10.66K | — | $558,481 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Mml Investors Services, Llc | 10.46K | — | $548,404 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Jones Financial Companies Lllp | 8.47K | — | $443,892 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Mercer Global Advisors Inc /Adv | 6.91K | — | $362,072 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Cerity Partners LLC | 6.19K | — | $324,412 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Cerity Partners LLC | 6.19K | — | $324,412 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 5.94K | — | $311,436 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 5.94K | — | $311,436 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 5.94K | — | $311,436 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Bank of New York Mellon Corp | 5.94K | — | $311,436 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Northern Trust Corp | 4.34K | — | $227,617 | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Northwestern Mutual Wealth… | 1.81K | — | $95,072 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Russell Investments Group, Ltd. | 1.57K | — | $82,210 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Cwm, Llc | 455 | — | $24,000 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Assetmark, Inc | 190 | — | $9,958 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 293 houders, 65.75M aandelen, $4.25B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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