$SUN

$74.27 +$0.80 (1.09%) Close

$SUN Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 204.8M shares outstanding

Who owns SUN?

By type of holder

Institutions 32.3% Insiders 0.0% Everyone else 67.7%

Concentration Top 10 holders own 25.4%

Alps Advisors Inc 11.9% · Invesco Ltd. 4.3%

Institutional ownership

32.3%

-0.4 pts vs last qtr

Institutional holders

299

+7 vs last qtr

Net shares bought

−826.0K

by institutions in Q2 2026

New / sold out

35 / 28

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Morgan Stanley +1.4M
Goldman Sachs Group Inc +213.9K

Biggest sellers in Q2 2026

Cooperman Leon G −1.4M
FMR LLC −1.0M

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Sunoco LP in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Sunoco LP.

How patient are the owners?

Institutional shares by how long they've been held

5+ years37% 3–5 years6% 1–3 years55% Under 1 year2%

Quarterly turnover

5.4%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting SUN on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
AA Alps Advisors Inc	24.4M	11.93%	−235.9K (−1.0%)	2023	7.7%
Shares held by quarter Peak holding24.9M (Q4'25) Change over 8 quarters+5.3M Share of the company11.930% Alps Advisors Inc's full portfolio →
I Invesco Ltd.	8.8M	4.32%	−8.8K (−0.1%)	≤2021	0.1%
Shares held by quarter Peak holding9.2M (Q1'25) Change over 8 quarters+178.6K Share of the company4.320% Invesco Ltd.'s full portfolio →

Alps Advisors Inc

24.4M

% of company

11.93%

Change vs last qtr

−235.9K (−1.0%)

Held since

2023

Invesco Ltd.

8.8M

% of company

4.32%

Change vs last qtr

−8.8K (−0.1%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Sunoco LP, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SUN on Form N-PORT; together they hold 22.6% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
AM Alerian MLP ETF Alps ETF Trust	$1.62B	25.0M	12.20%	13.37%	May 31, 2026
IS Invesco SteelPath MLP Income Fund AIM Investment Funds (Invesco Investment Funds)	$380M	5.9M	2.86%	8.53%	May 31, 2026

Alerian MLP ETF

Alps ETF Trust

Position value

$1.62B

% of company

12.20%

% of the fund

13.37%

As of

May 31, 2026

Invesco SteelPath MLP Income Fund

AIM Investment Funds (Invesco Investment Funds)

Position value

$380M

% of company

2.86%

% of the fund

8.53%

As of

May 31, 2026

23 more funds behind a free account

See every fund holding Sunoco LP and how much of the fund the position is.

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