13F Insight
DOSSIER · 13F Holders · Q1 2026Energy · Petroleum RefiningCheap mega-capRe-rated
SUN

SUNOCO LP/SUNOCO FIN CORP

310 institutions still hold SUNOCO LP/SUNOCO FIN CORP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 86765K109·Petroleum Refining·310 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.5%
vs prior quarter
13F value held
$3.9B
64.0% inst. owned
of float
Holders
310
-112 QoQ
filers reporting
Activity
+28 / −102
+773 added · −683 reduced
this quarter
Concentration
40.62%
ALPS ADVISORS INC #1
top holder share
AI Holders Summary · Q1 2026

310 institutions reported SUN in Q1 2026. ALPS ADVISORS INC leads at 40.6% of the visible book. -112 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ALPS ADVISORS INC
CIK 0001376113
$1.6B24.7M7.54%Q1 202602
Invesco Ltd.
CIK 0000914208
$575M8.9M0.09%Q1 202603
GOLDMAN SACHS GROUP INC
CIK 0000886982
$359M5.5M0.04%Q1 202604
FMR LLC
CIK 0000315066
$236M3.6M0.01%Q1 202605
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
CIK 0001705339
$210M3.2M0.28%Q1 202606
Energy Income Partners, LLC
CIK 0001388814
$124M1.9M1.99%Q1 202607
COOPERMAN LEON G
CIK 0000898382
$105M1.6M3.45%Q1 202608
JPMORGAN CHASE & CO
CIK 0000019617
$100M1.5M0.01%Q1 202609
MORGAN STANLEY
CIK 0000895421
$72M1.1M0.00%Q1 202610
Recurrent Investment Advisors LLC
CIK 0001803146
$67M1.0M4.02%Q1 202611
INFRASTRUCTURE CAPITAL ADVISORS, LLC
CIK 0001621802
$63M973K4.40%Q1 202612
UBS Group AG
CIK 0001610520
$62M960K0.01%Q1 202613
Blackstone Inc.
CIK 0001393818
$58M894K0.23%Q1 202614
MILLER HOWARD INVESTMENTS INC /NY
CIK 0000903947
$53M816K1.45%Q1 202615
TORTOISE CAPITAL ADVISORS, L.L.C.
CIK 0001280965
$53M815K0.55%Q1 202616
BARCLAYS PLC
CIK 0000312069
$52M795K0.01%Q1 202617
Fractal Investments LLC
CIK 0001843590
$40M617K4.74%Q1 202618
BOWEN HANES & CO INC
CIK 0001077583
$39M600K0.95%Q1 202619
Neuberger Berman Group LLC
CIK 0001465109
$37M576K0.03%Q1 202620
Adams Asset Advisors, LLC
CIK 0001386929
$37M566K4.12%Q1 2026
Page 1 of 16
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