Sunoco LP Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
ALPS ADVISORS INC | 02/13/2025 | 20.60 M | $1.06 B | 7.68% | 15.15% |
INVESCO LTD. | 02/13/2025 | 8.87 M | $456.22 M | 2.29% | 6.52% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 6.73 M | $346.45 M | -2.89% | 4.95% |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/14/2025 | 2.61 M | $134.19 M | 5.16% | 1.92% |
JPMORGAN CHASE & CO | 02/12/2025 | 2.15 M | $110.63 M | -1.86% | 1.58% |
ENERGY INCOME PARTNERS, LLC | 02/14/2025 | 1.76 M | $90.76 M | 67.03% | 1.30% |
BLACKSTONE INC. | 02/14/2025 | 1.35 M | $69.43 M | -5.57% | 0.99% |
TORTOISE CAPITAL ADVISORS, L.L.C. | 02/13/2025 | 1.28 M | $65.83 M | -5.18% | 0.94% |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 02/14/2025 | 1.24 M | $63.65 M | 13.78% | 0.91% |
UBS GROUP AG | 02/14/2025 | 1.05 M | $53.85 M | 6.16% | 0.77% |
RECURRENT INVESTMENT ADVISORS LLC | 02/14/2025 | 888,862 | $45.72 M | 2.86% | 0.65% |
CLEARBRIDGE INVESTMENTS, LLC | 02/12/2025 | 685,430 | $35.26 M | -2.11% | 0.50% |
BOWEN HANES & CO INC | 02/10/2025 | 600,000 | $30.86 M | 0.00% | 0.44% |
MILLER HOWARD INVESTMENTS INC /NY | 01/28/2025 | 595,057 | $30.61 M | 0.90% | 0.44% |
ADAMS ASSET ADVISORS, LLC | 01/13/2025 | 571,538 | $29.40 M | 0.00% | 0.42% |
FRACTAL INVESTMENTS LLC | 01/27/2025 | 552,768 | $28.43 M | -17.83% | 0.41% |
ING GROEP NV | 02/03/2025 | 513,715 | $26.43 M | 223.67% | 0.38% |
NEUBERGER BERMAN GROUP LLC | 02/13/2025 | 497,891 | $25.61 M | 63.45% | 0.37% |
BARCLAYS PLC | 02/13/2025 | 466,019 | $23.97 M | 6.81% | 0.34% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 360,200 | $18.53 M | 10.39% | 0.26% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 344,839 | $17.74 M | 100.00% | 0.25% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 250,062 | $12.86 M | -11.43% | 0.18% |
CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2025 | 231,351 | $12.14 M | 32,166.53% | 0.17% |
TCG ADVISORY SERVICES, LLC | 02/11/2025 | 215,793 | $11.10 M | -10.41% | 0.16% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 213,131 | $10.96 M | -32.07% | 0.16% |
ALLIANZ ASSET MANAGEMENT GMBH | 02/03/2025 | 190,900 | $9.82 M | 100.00% | 0.14% |
KERCHEVILLE ADVISORS, LLC | 01/27/2025 | 154,077 | $7.93 M | 0.00% | 0.11% |
ROYAL BANK OF CANADA | 02/14/2025 | 149,536 | $7.69 M | 6.77% | 0.11% |
CITIGROUP INC | 02/12/2025 | 143,938 | $7.40 M | -57.59% | 0.11% |
EXCHANGE TRADED CONCEPTS, LLC | 01/21/2025 | 119,054 | $6.12 M | -7.11% | 0.09% |
01/31/2025 | 114,352 | $6.63 M | 18.65% | 0.08% | |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 02/12/2025 | 111,630 | $5.74 M | 16.69% | 0.08% |
FIRST TRUST ADVISORS LP | 02/13/2025 | 83,235 | $4.28 M | 33.70% | 0.06% |
CHICKASAW CAPITAL MANAGEMENT LLC | 01/07/2025 | 77,000 | $3.96 M | 21.45% | 0.06% |
SUMMIT FINANCIAL, LLC | 02/12/2025 | 76,448 | $3.93 M | 7.32% | 0.06% |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 02/14/2025 | 74,302 | $3.82 M | 100.00% | 0.05% |
WHITTIER TRUST CO OF NEVADA INC | 02/11/2025 | 72,000 | $3.70 M | 100.00% | 0.05% |
JANE STREET GROUP, LLC | 02/14/2025 | 71,800 | $3.69 M | -52.70% | 0.05% |
WALDRON PRIVATE WEALTH LLC | 01/24/2025 | 71,000 | $3.65 M | -40.83% | 0.05% |
TEXAS YALE CAPITAL CORP. | 02/13/2025 | 70,076 | $3.60 M | 3.09% | 0.05% |
KESTRA ADVISORY SERVICES, LLC | 02/10/2025 | 66,789 | $3.44 M | 100.00% | 0.05% |
STRATEGIC FINANCIAL CONCEPTS, LLC | 01/28/2025 | 65,616 | $65.62 M | 100.00% | 0.05% |
STIFEL FINANCIAL CORP | 02/13/2025 | 64,330 | $3.31 M | 154.76% | 0.05% |
ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 63,138 | $3.33 M | -4.35% | 0.05% |
CAPTRUST FINANCIAL ADVISORS | 02/14/2025 | 61,876 | $3.18 M | -17.85% | 0.05% |
NOMURA HOLDINGS INC | 02/14/2025 | 60,000 | $3.09 M | 0.00% | 0.04% |
GROUP ONE TRADING, L.P. | 02/14/2025 | 59,352 | $3.05 M | 15.45% | 0.04% |
UBS GROUP AG | 02/14/2025 | 57,400 | $2.95 M | 100.00% | 0.04% |
PRIVATE ADVISOR GROUP, LLC | 02/03/2025 | 52,274 | $2.69 M | 0.26% | 0.04% |
BARNETT & COMPANY, INC. | 02/11/2025 | 50,133 | $2.58 M | -1.76% | 0.04% |
Sunoco LP institutional Ownership - FAQ's
During the previous two years, 354 institutional investors and hedge funds held shares of Sunoco LP. The most heavily invested institutionals were:
ALPS ADVISORS INC: 20.6 M
Invesco Ltd.: 8.87 M
GOLDMAN SACHS GROUP INC: 6.73 M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.: 2.61 M
JPMORGAN CHASE & CO: 2.15 M
Energy Income Partners, LLC: 1.76 M
44.46% of Sunoco LP stock is owned by institutional investors.
Institutional investors have bought a total of 76.82 M shares in the last 24 months. This purchase volume represents approximately $4.02 B in transactions.