Security record · archived quarter
SUN
Sunoco LP · Energy · Oil & Gas Refining & Marketing
56Tracked holders
+1Δ holders
29.14MShares held
$1.90BReported value
+5New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +1.8% ·
share flow +5.3% ·
net new positions +1.8%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 21.77K | $1.60M | n/a | −1 |
| 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 | n/a | n/a |
| Q3 2025 | 5 | 0 | 8.69M | $434.45M | n/a | n/a |
| Q2 2025 | 2 | -1 | 41.11K | $2.20M | n/a | −1 |
| Q1 2025 | 1 | 0 | 1.07K | $62,008 | n/a | n/a |
| Q4 2024 | 1 | -1 | 12.80K | $658,689 | n/a | −1 |
| Q3 2024 | 2 | +1 | 6.05K | $325,032 | +1 | n/a |
| Q2 2024 | 1 | n/a | 27 | $1,527 | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 8.86M | +0.1% | $575.46M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Goldman Sachs Group ✦ | 5.53M | -5.7% | $359.20M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | Fidelity (FMR) ✦ | 3.64M | +96.8% | $236.30M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 3.23M | +4.7% | $209.61M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 1.50M | -7.5% | $99.79M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 6 | Morgan Stanley ✦ | 1.11M | -32.2% | $72.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 7 | UBS Group AG | 959.73K | -0.7% | $62.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Barclays Plc | 794.59K | +36.5% | $51.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Neuberger Berman Group LLC | 576.45K | -2.0% | $37.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Raymond James Financial Inc | 383.85K | +0.3% | $24.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Allianz Asset Management GmbH | 328.31K | +178.7% | $21.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Citigroup Inc | 238.57K | +15.3% | $15.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Wells Fargo & Company/Mn | 223.26K | +10.9% | $14.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Bank Of America Corp /De/ | 204.61K | +32.0% | $13.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Royal Bank Of Canada | 190.47K | +7.2% | $12.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | LPL Financial LLC | 177.21K | -1.1% | $11.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | CIBC Bancorp USA Inc. | 141.44K | n/a | $9.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Bnp Paribas Financial Markets | 115.73K | +100.8% | $7.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 73.67K | +53.2% | $4.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Hrt Financial Lp | 71.95K | +121.3% | $4.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 69.60K | -39.3% | $4.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Jane Street Group, Llc | 67.27K | New | $4.37M | 0.0% | New | 1 | SEC ↗ ×2 |
| 23 | Cetera Investment Advisers | 62.56K | +15.1% | $4.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 60.37K | +26.4% | $3.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 25 | Mariner, LLC | 51.79K | +8.2% | $3.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Captrust Financial Advisors | 44.36K | +10.1% | $2.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | First Trust Advisors Lp | 40.50K | -28.2% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Creative Planning | 36.33K | -5.0% | $2.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 34.61K | -16.3% | $2.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Commonwealth Equity Services, Llc | 31.65K | +7.2% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Stifel Financial Corp | 30.65K | +1.9% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 28.97K | +14.2% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Truist Financial Corp | 28.50K | +20.6% | $1.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | HighTower Advisors, LLC | 21.02K | +2.2% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Us Bancorp \De\ | 18.88K | -0.5% | $1.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 36 | BlackRock ✦ (passive) | 17.14K | +0.5% | $1.11M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 37 | Pnc Financial Services Group, Inc. | 16.90K | +3.4% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Focus Partners Wealth | 16.81K | -0.6% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Baird Financial Group, Inc. | 15.07K | -4.9% | $978,968 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Wealth Enhancement Advisory… | 14.05K | -64.7% | $909,589 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | IMC-Chicago, LLC | 11.24K | -75.5% | $730,458 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Jones Financial Companies Lllp | 9.91K | +17.0% | $664,195 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 10.03K | +68.7% | $651,433 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 44 | Brown Advisory Inc | 9.88K | -10.0% | $641,809 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Quantinno Capital Management LP | 9.49K | -10.9% | $616,630 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Mml Investors Services, Llc | 8.22K | -21.4% | $534,226 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Mercer Global Advisors Inc /Adv | 7.14K | +3.4% | $463,892 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Lido Advisors, LLC | 6.12K | New | $397,486 | 0.0% | New | 1 | SEC ↗ |
| 49 | Cerity Partners LLC | 5.71K | -7.8% | $370,759 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 50 | Blair William & Co/Il | 3.76K | New | $244,579 | 0.0% | New | 1 | SEC ↗ |
| 51 | Northern Trust Corp | 3.71K | -14.7% | $240,779 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Russell Investments Group, Ltd. | 963 | -38.6% | $62,553 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | TD Waterhouse Canada Inc. | 678 | New | $43,037 | 0.0% | New | 1 | SEC ↗ |
| 54 | Cwm, Llc | 410 | -9.9% | $26,638 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Assetmark, Inc | 190 | 0.0% | $12,344 | 0.0% | Held | 2 | SEC ↗ |
| 56 | UBS AM, a distinct business unit of… | 107 | New | $6,952 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $4.37M | 0.0% |
| Lido Advisors, LLC | $397,486 | 0.0% |
| Blair William & Co/Il | $244,579 | 0.0% |
| TD Waterhouse Canada Inc. | $43,037 | 0.0% |
| UBS AM, a distinct business… | $6,952 | 0.0% |
Exited
| Bank Of Montreal /Can/ | $1.12M | was 0.0% |
| Simplex Trading, Llc | $796,579 | was 0.0% |
| Corient Private Wealth LP | $769,575 | was 0.0% |
| Northwestern Mutual Wealth… | $95,072 | was 0.0% |
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: Q1 2026 ·
Methodology ·
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