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SPH Institutional Ownership

Suburban Propane Partners, L.P.
1W: +4.4% 1M: +8.0% 3M: -2.5% YTD: -2.4% 1Y: -3.9% 3Y: +27.6% 5Y: +54.2%
$18.01
+0.04 (+0.22%)
After Hours: $18.02 (+0.01, +0.08%)
Weekly Expected Move ±2.6%
$17 $17 $18 $18 $19
NYSE · Energy · Oil & Gas Energy · Tech Score Buy · Power 61 · $1.2B mcap · 64M float · 0.332% daily turnover · Short 40% of daily vol
Credit Risk of going bust: lower than 71% of companies Debt: 52.7% of company value Bonds: $96.9M held by 144 funds, 215 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.73 (down 96%), Suburban Propane Partners, L.P. would be worth roughly what it owes.
Total debt $1.33B against a stock market value of $1.19B.
Distance to default 7.74 (Merton model): prices to 2026-10-26, balance sheet 2026-06-27, debt counted $612.0M (short-term plus half of long-term), stock volatility 21.2%; Altman Z'' 0.90. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

Institutional Ownership — SPH

162
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
$494M
Total Invested
19
New Positions
39
Increased
50
Reduced
16
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (179 total)

# Holder Shares Value Change Change % Holding Period Filing
1 ALPS ADVISORS INC 14,720,155 $265M -655,419 -4.3% 11Q SEC ↗
2 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 4,528,873 $81M +81,289 +1.8% 9Q SEC ↗
3 GOLDMAN SACHS GROUP INC 1,578,662 $28M +155,848 +11.0% 15Q SEC ↗
4 JPMORGAN CHASE & CO 1,431,306 $26M +29,085 +2.1% 15Q SEC ↗
5 BOWEN HANES & CO INC 1,016,000 $18M — +0.0% 20Q SEC ↗
6 MORGAN STANLEY 636,887 $11M -285,400 -30.9% 60Q SEC ↗
7 UBS Group AG 514,190 $9M +141,197 +37.9% 47Q SEC ↗
8 Blackstone Inc. 421,332 $8M -19,604 -4.4% 14Q SEC ↗
9 JANE STREET GROUP, LLC NEW 269,539 $5M — +0.0% 1Q SEC ↗
10 Fractal Investments LLC 214,864 $4M — +0.0% 13Q SEC ↗
11 RAYMOND JAMES FINANCIAL INC 212,633 $4M -3,921 -1.8% 7Q SEC ↗
12 COMMONWEALTH EQUITY SERVICES, LLC 205,071 $4M +10,501 +5.4% 35Q SEC ↗
13 Lido Advisors, LLC 202,235 $4M +2,643 +1.3% 14Q SEC ↗
14 HRT FINANCIAL LP 158,658 $3M +127,817 +414.4% 2Q SEC ↗
15 LPL Financial LLC 151,620 $3M +11,944 +8.6% 61Q SEC ↗
16 CIBC Bancorp USA Inc. NEW 150,869 $3M — +0.0% 1Q SEC ↗
17 LEVIN CAPITAL STRATEGIES, L.P. 145,722 $3M -4,101 -2.7% 26Q SEC ↗
18 CITADEL ADVISORS LLC 138,979 $2M +107,483 +341.3% 3Q SEC ↗
19 Cambridge Investment Research Advisors 86,676 $2M +10,475 +13.7% 66Q SEC ↗
20 WELLS FARGO & COMPANY/MN 83,141 $1M +16,161 +24.1% 101Q SEC ↗
21 Private Advisor Group, LLC 82,358 $1M +4,506 +5.8% 39Q SEC ↗
22 FEDERATED HERMES, INC. 68,476 $1M -2,930 -4.1% 43Q SEC ↗
23 Cetera Investment Advisers 67,297 $1M +6,327 +10.4% 10Q SEC ↗
24 OSAIC HOLDINGS, INC. 66,223 $1M +7,091 +12.0% 26Q SEC ↗
25 MONETA GROUP INVESTMENT ADVISORS LLC 64,972 $1M — +0.0% 24Q SEC ↗
26 BANK OF AMERICA CORP /DE 61,006 $1M -11,751 -16.2% 15Q SEC ↗
27 Mariner, LLC 54,589 $981K -327 -0.6% 9Q SEC ↗
28 Summit Financial, LLC 54,066 $972K +6 +0.0% 8Q SEC ↗
29 Janney Montgomery Scott LLC 53,815 $967K -334 -0.6% 67Q SEC ↗
30 SageGuard Financial Group, LLC 52,879 $950K -5,257 -9.0% 3Q SEC ↗
31 Pathstone Holdings, LLC 51,854 $932K — +0.0% 11Q SEC ↗
32 ING GROEP NV 51,600 $927K -63,500 -55.2% 5Q SEC ↗
33 INFRASTRUCTURE CAPITAL ADVISORS, LLC NEW 46,597 $837K — +0.0% 1Q SEC ↗
34 PNC Financial Services Group, Inc. 46,546 $836K +600 +1.3% 15Q SEC ↗
35 Evercore Wealth Management, LLC 45,438 $817K — +0.0% 14Q SEC ↗
36 BNP PARIBAS FINANCIAL MARKETS 44,279 $796K +34,570 +356.1% 3Q SEC ↗
37 Smith Asset Management Co., LLC 41,451 $745K -565 -1.3% 7Q SEC ↗
38 ICON ADVISERS INC/CO 36,914 $663K — +0.0% 6Q SEC ↗
39 Wealthstar Advisors, LLC 34,162 $614K +1,538 +4.7% 7Q SEC ↗
40 Creative Planning 33,979 $611K -3,629 -9.6% 59Q SEC ↗
41 PARK CIRCLE Co 33,000 $593K — +0.0% 20Q SEC ↗
42 LYNX CAPITAL GROUP LTD /ADV 31,844 $572K — +0.0% 11Q SEC ↗
43 SHRIER WEALTH MANAGEMENT, LLC 30,862 $555K +295 +1.0% 3Q SEC ↗
44 STIFEL FINANCIAL CORP 28,125 $505K -1,707 -5.7% 47Q SEC ↗
45 Allspring Global Investments Holdings, 26,300 $473K — +0.0% 19Q SEC ↗
46 Aristides Capital LLC 26,222 $471K +1,960 +8.1% 22Q SEC ↗
47 GREENUP STREET WEALTH MANAGEMENT LLC 21,706 $390K — +0.0% 9Q SEC ↗
48 ROYAL BANK OF CANADA 21,640 $389K -4,936 -18.6% 68Q SEC ↗
49 Clearwave Capital, LLC 21,423 $385K +37 +0.2% 3Q SEC ↗
50 Jump Financial, LLC 19,827 $356K -990 -4.8% 4Q SEC ↗

Recent Activity

Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
GOLDMAN SACHS GROUP INC +155,848 +11.0% 1,578,662
UBS Group AG +141,197 +37.9% 514,190
HRT FINANCIAL LP +127,817 +414.4% 158,658
CITADEL ADVISORS LLC +107,483 +341.3% 138,979
MIRAE ASSET GLOBAL ETFS HOLDINGS Lt +81,289 +1.8% 4,528,873
BNP PARIBAS FINANCIAL MARKETS +34,570 +356.1% 44,279
JPMORGAN CHASE & CO +29,085 +2.1% 1,431,306
WELLS FARGO & COMPANY/MN +16,161 +24.1% 83,141
LPL Financial LLC +11,944 +8.6% 151,620
COMMONWEALTH EQUITY SERVICES, LLC +10,501 +5.4% 205,071
Cambridge Investment Research Advis +10,475 +13.7% 86,676
OSAIC HOLDINGS, INC. +7,091 +12.0% 66,223
Cetera Investment Advisers +6,327 +10.4% 67,297
Advisory Services Network, LLC +5,509 +57.5% 15,097
Private Advisor Group, LLC +4,506 +5.8% 82,358
Kestra Advisory Services, LLC +2,677 +21.7% 15,025
Lido Advisors, LLC +2,643 +1.3% 202,235
Aristides Capital LLC +1,960 +8.1% 26,222
JONES FINANCIAL COMPANIES LLLP +1,939 +15.7% 14,255
CWM, LLC +1,562 +124.0% 2,822
Biggest Decreases (20)
HolderReducedChange %Total Shares
ALPS ADVISORS INC -655,419 -4.3% 14,720,155
MORGAN STANLEY -285,400 -30.9% 636,887
ING GROEP NV -63,500 -55.2% 51,600
Advocate Investing Services LLC -41,260 -88.2% 5,500
Blackstone Inc. -19,604 -4.4% 421,332
BANK OF AMERICA CORP /DE -11,751 -16.2% 61,006
Ethos Financial Group, LLC -10,733 -50.2% 10,666
SageGuard Financial Group, LLC -5,257 -9.0% 52,879
ROYAL BANK OF CANADA -4,936 -18.6% 21,640
State of Wyoming -4,235 -20.1% 16,852
LEVIN CAPITAL STRATEGIES, L.P. -4,101 -2.7% 145,722
RAYMOND JAMES FINANCIAL INC -3,921 -1.8% 212,633
Creative Planning -3,629 -9.6% 33,979
FEDERATED HERMES, INC. -2,930 -4.1% 68,476
NewEdge Advisors, LLC -2,825 -52.5% 2,561
HighTower Advisors, LLC -2,808 -17.9% 12,895
WHITTIER TRUST CO OF NEVADA INC -2,319 -52.2% 2,121
STIFEL FINANCIAL CORP -1,707 -5.7% 28,125
CAPTRUST FINANCIAL ADVISORS -1,703 -11.3% 13,365
&PARTNERS -1,678 -10.4% 14,421

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms