SUN Institutional Ownership
Sunoco LP
1W: +1.9%
1M: -6.0%
3M: +4.8%
YTD: +43.3%
1Y: +53.0%
3Y: +77.8%
5Y: +163.4%
$75.53
Last traded 2026-10-14 — delisted
Credit Risk of going bust: lower than 55% of companies Debt: 59.3% of company value Bonds: $1.58B held by 686 funds, 160 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $4.30 (down 94%), Sunoco LP would be worth roughly what it owes.
Total debt $14.84B against a stock market value of $10.18B.
Distance to default 5.61 (Merton model): prices to 2026-10-14, balance sheet 2026-06-30, debt counted $6.66B (short-term plus half of long-term), stock volatility 27.2%; Altman Z'' 1.20. 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.
If the stock fell to about $4.30 (down 94%), Sunoco LP would be worth roughly what it owes.
Total debt $14.84B against a stock market value of $10.18B.
Distance to default 5.61 (Merton model): prices to 2026-10-14, balance sheet 2026-06-30, debt counted $6.66B (short-term plus half of long-term), stock volatility 27.2%; Altman Z'' 1.20. 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.
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Institutional Ownership — SUN
325
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
$4B
Total Invested
36
New Positions
77
Increased
103
Reduced
20
Closed
0.80
Put/Call Ratio
Ownership Trends
Top Institutional Holders (342 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ALPS ADVISORS INC | 24,435,476 | $1.8B | -235,915 | -1.0% | 11Q | SEC ↗ |
| 2 | Invesco Ltd. | 8,848,627 | $668M | -8,765 | -0.1% | 29Q | SEC ↗ |
| 3 | GOLDMAN SACHS GROUP INC | 5,742,514 | $434M | +213,871 | +3.9% | 15Q | SEC ↗ |
| 4 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,011,045 | $227M | -215,289 | -6.7% | 9Q | SEC ↗ |
| 5 | FMR LLC | 2,587,682 | $195M | -1,049,332 | -28.9% | 10Q | SEC ↗ |
| 6 | MORGAN STANLEY | 2,559,034 | $193M | +1,447,208 | +130.2% | 47Q | SEC ↗ |
| 7 | Energy Income Partners, LLC | 1,768,784 | $134M | -132,467 | -7.0% | 10Q | SEC ↗ |
| 8 | JPMORGAN CHASE & CO | 1,634,270 | $123M | +129,580 | +8.6% | 47Q | SEC ↗ |
| 9 | Recurrent Investment Advisors LLC | 1,149,434 | $87M | +121,557 | +11.8% | 27Q | SEC ↗ |
| 10 | UBS Group AG | 1,059,451 | $80M | +99,719 | +10.4% | 47Q | SEC ↗ |
| 11 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | 995,794 | $75M | +22,859 | +2.3% | 11Q | SEC ↗ |
| 12 | MILLER HOWARD INVESTMENTS INC /NY | 974,109 | $74M | +157,876 | +19.3% | 13Q | SEC ↗ |
| 13 | Blackstone Inc. | 854,595 | $65M | -39,763 | -4.4% | 16Q | SEC ↗ |
| 14 | TORTOISE CAPITAL ADVISORS, L.L.C. | 778,973 | $59M | -36,525 | -4.5% | 13Q | SEC ↗ |
| 15 | BARCLAYS PLC | 692,085 | $52M | -102,505 | -12.9% | 47Q | SEC ↗ |
| 16 | Fractal Investments LLC | 682,002 | $52M | +65,460 | +10.6% | 14Q | SEC ↗ |
| 17 | BOWEN HANES & CO INC | 600,000 | $45M | — | +0.0% | 25Q | SEC ↗ |
| 18 | NEUBERGER BERMAN GROUP LLC | 579,385 | $44M | +2,938 | +0.5% | 9Q | SEC ↗ |
| 19 | Adams Asset Advisors, LLC | 565,822 | $43M | — | +0.0% | 47Q | SEC ↗ |
| 20 | RAYMOND JAMES FINANCIAL INC | 377,488 | $29M | -6,365 | -1.7% | 7Q | SEC ↗ |
| 21 | Allianz Asset Management GmbH | 369,073 | $28M | +40,758 | +12.4% | 7Q | SEC ↗ |
| 22 | ING GROEP NV | 267,000 | $20M | +103,000 | +62.8% | 2Q | SEC ↗ |
| 23 | BANK OF AMERICA CORP /DE | 237,704 | $18M | +33,095 | +16.2% | 15Q | SEC ↗ |
| 24 | COOPERMAN LEON G | 225,994 | $17M | -1,394,006 | -86.0% | 6Q | SEC ↗ |
| 25 | ROYAL BANK OF CANADA | 205,519 | $16M | +15,045 | +7.9% | 47Q | SEC ↗ |
| 26 | WELLS FARGO & COMPANY/MN | 204,739 | $15M | -18,520 | -8.3% | 47Q | SEC ↗ |
| 27 | CITIGROUP INC | 187,155 | $14M | -51,414 | -21.6% | 47Q | SEC ↗ |
| 28 | HRT FINANCIAL LP | 182,411 | $14M | +110,461 | +153.5% | 8Q | SEC ↗ |
| 29 | LPL Financial LLC | 175,491 | $13M | -1,719 | -1.0% | 40Q | SEC ↗ |
| 30 | Kercheville Advisors, LLC | 159,086 | $12M | +5,001 | +3.2% | 9Q | SEC ↗ |
| 31 | Sanctuary Advisors, LLC | 155,101 | $12M | +388 | +0.3% | 9Q | SEC ↗ |
| 32 | BNP PARIBAS FINANCIAL MARKETS | 154,870 | $12M | +39,141 | +33.8% | 3Q | SEC ↗ |
| 33 | CIBC Bancorp USA Inc. | 148,090 | $11M | +6,647 | +4.7% | 2Q | SEC ↗ |
| 34 | HUB Investment Partners, LLC | 145,379 | $11M | +1,009 | +0.7% | 11Q | SEC ↗ |
| 35 | Beacon Pointe Advisors, LLC | 136,702 | $10M | -1,817 | -1.3% | 2Q | SEC ↗ |
| 36 | Texas Yale Capital Corp. | 134,896 | $10M | +1,750 | +1.3% | 41Q | SEC ↗ |
| 37 | Waverly Advisors, LLC | 133,448 | $10M | +1,390 | +1.1% | 6Q | SEC ↗ |
| 38 | EXCHANGE TRADED CONCEPTS, LLC | 106,281 | $8M | -14,317 | -11.9% | 13Q | SEC ↗ |
| 39 | Susquehanna Portfolio Strategies, LLC | 91,587 | $7M | +2,961 | +3.3% | 3Q | SEC ↗ |
| 40 | THOROUGHBRED FINANCIAL SERVICES, LLC NEW | 86,000 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 41 | ENVESTNET ASSET MANAGEMENT INC | 82,908 | $6M | +9,236 | +12.5% | 16Q | SEC ↗ |
| 42 | Corigliano Investment Advisers, LLC NEW | 77,400 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Summit Financial, LLC | 76,531 | $6M | -5,000 | -6.1% | 8Q | SEC ↗ |
| 44 | Waldron Private Wealth LLC | 71,000 | $5M | — | +0.0% | 31Q | SEC ↗ |
| 45 | OSAIC HOLDINGS, INC. | 62,593 | $5M | +2,223 | +3.7% | 26Q | SEC ↗ |
| 46 | Cetera Investment Advisers | 62,112 | $5M | -448 | -0.7% | 10Q | SEC ↗ |
| 47 | J.W. COLE ADVISORS, INC. | 59,126 | $4M | -1,357 | -2.2% | 7Q | SEC ↗ |
| 48 | Advisors Asset Management, Inc. | 58,376 | $4M | +2,301 | +4.1% | 10Q | SEC ↗ |
| 49 | KAYNE ANDERSON CAPITAL ADVISORS LP NEW | 57,396 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 50 | Annis Gardner Whiting Capital Advisors | 56,800 | $4M | — | +0.0% | 8Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| THOROUGHBRED FINANCIAL SERVICES, LL | 86,000 | $6M |
| Corigliano Investment Advisers, LLC | 77,400 | $6M |
| KAYNE ANDERSON CAPITAL ADVISORS LP | 57,396 | $4M |
| AlTi Global, Inc. | 51,254 | $4M |
| TORONTO DOMINION BANK | 49,798 | $4M |
| CITADEL ADVISORS LLC | 21,633 | $2M |
| Virtu Financial LLC | 18,971 | $1M |
| Arax Advisory Partners | 16,129 | $1M |
| Jump Financial, LLC | 15,900 | $1M |
| Austin Wealth Management, LLC | 13,934 | $1M |
| Pallas Capital Advisors LLC | 12,116 | $915K |
| GWN SECURITIES INC. | 9,821 | $742K |
| SG Americas Securities, LLC | 8,447 | $638K |
| Ameritas Advisory Services, LLC | 7,230 | $546K |
| Corient Private Wealth LP | 7,202 | $544K |
| VAQUERO PRIVATE WEALTH, LTD | 6,000 | $453K |
| DRW Securities, LLC | 5,876 | $444K |
| Liberty Capital Management, Inc. | 4,384 | $331K |
| Atria Investments, Inc | 3,873 | $293K |
| Stonebridge Financial Group, LLC/CA | 3,721 | $281K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HENNESSY ADVISORS INC | 140,200 | $11M |
| JANE STREET GROUP, LLC | 67,269 | $5M |
| TIG Advisors, LLC | 35,100 | $3M |
| BANK OF MONTREAL /CAN | 21,422 | $2M |
| SIMPLEX TRADING, LLC | 15,199 | $1M |
| GSA CAPITAL PARTNERS LLP | 8,525 | $644K |
| TWO SIGMA SECURITIES, LLC | 6,562 | $496K |
| Pinnacle Financial Partners, Inc. | 6,260 | $473K |
| BASSO CAPITAL MANAGEMENT, L.P. | 5,680 | $429K |
| EVOKE WEALTH, LLC | 4,877 | $368K |
| 1900 WEALTH MANAGEMENT LLC | 4,508 | $340K |
| VIRTUS ADVISERS, LLC | 4,380 | $331K |
| Kirkwood Financial Services | 4,215 | $318K |
| Merit Financial Group, LLC | 3,980 | $301K |
| PARTNERS WEALTH MANAGEMENT, LLC | 3,696 | $279K |
| Signal Advisors Wealth, LLC | 3,556 | $269K |
| Gateway Wealth Partners, LLC | 3,500 | $264K |
| Advisory Services Network, LLC | 2,835 | $214K |
| FLAGSHIP HARBOR ADVISORS, LLC | 2,700 | $204K |
| Western Wealth Management, LLC | 2,119 | $160K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +1,447,208 | +130.2% | 2,559,034 |
| GOLDMAN SACHS GROUP INC | +213,871 | +3.9% | 5,742,514 |
| MILLER HOWARD INVESTMENTS INC /NY | +157,876 | +19.3% | 974,109 |
| JPMORGAN CHASE & CO | +129,580 | +8.6% | 1,634,270 |
| Recurrent Investment Advisors LLC | +121,557 | +11.8% | 1,149,434 |
| HRT FINANCIAL LP | +110,461 | +153.5% | 182,411 |
| ING GROEP NV | +103,000 | +62.8% | 267,000 |
| UBS Group AG | +99,719 | +10.4% | 1,059,451 |
| Fractal Investments LLC | +65,460 | +10.6% | 682,002 |
| Allianz Asset Management GmbH | +40,758 | +12.4% | 369,073 |
| BNP PARIBAS FINANCIAL MARKETS | +39,141 | +33.8% | 154,870 |
| BANK OF AMERICA CORP /DE | +33,095 | +16.2% | 237,704 |
| INFRASTRUCTURE CAPITAL ADVISORS, LL | +22,859 | +2.3% | 995,794 |
| Bison Wealth, LLC | +20,609 | +634.1% | 23,859 |
| NewEdge Advisors, LLC | +20,319 | +185.0% | 31,305 |
| MML INVESTORS SERVICES, LLC | +19,665 | +239.1% | 27,888 |
| ROYAL BANK OF CANADA | +15,045 | +7.9% | 205,519 |
| Crescent Grove Advisors, LLC | +15,015 | +55.9% | 41,884 |
| ENVESTNET ASSET MANAGEMENT INC | +9,236 | +12.5% | 82,908 |
| IHT Wealth Management, LLC | +9,094 | +81.4% | 20,271 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| COOPERMAN LEON G | -1,394,006 | -86.0% | 225,994 |
| FMR LLC | -1,049,332 | -28.9% | 2,587,682 |
| ALPS ADVISORS INC | -235,915 | -1.0% | 24,435,476 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | -215,289 | -6.7% | 3,011,045 |
| Energy Income Partners, LLC | -132,467 | -7.0% | 1,768,784 |
| BARCLAYS PLC | -102,505 | -12.9% | 692,085 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -54,636 | -78.5% | 14,968 |
| CITIGROUP INC | -51,414 | -21.6% | 187,155 |
| WHITTIER TRUST CO OF NEVADA INC | -50,000 | -98.6% | 730 |
| Blackstone Inc. | -39,763 | -4.4% | 854,595 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | -36,525 | -4.5% | 778,973 |
| VAN ECK ASSOCIATES CORP | -27,515 | -51.7% | 25,709 |
| Creative Planning | -21,064 | -58.0% | 15,270 |
| WELLS FARGO & COMPANY/MN | -18,520 | -8.3% | 204,739 |
| EXCHANGE TRADED CONCEPTS, LLC | -14,317 | -11.9% | 106,281 |
| Kestra Advisory Services, LLC | -13,292 | -21.3% | 49,066 |
| AMERIPRISE FINANCIAL INC | -9,406 | -27.2% | 25,204 |
| Kingsview Wealth Management, LLC | -9,067 | -53.1% | 8,004 |
| Invesco Ltd. | -8,765 | -0.1% | 8,848,627 |
| IMC-Chicago, LLC | -7,330 | -65.2% | 3,913 |