Who Owns Sunoco Stock?
TXSE: SUNEnergyOil & Gas Refining & MarketingUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 49.48%
- Held by insiders
- 21.31%
- Institutional holders
- 342
- Institutions 49.5%
- Insiders 21.3%
- Public and other 29.2%
Who owns Sunoco stock?
Institutional investors own about 49.5% of Sunoco's shares, spread across 342 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 21.31% of SUN.
The largest institutional holders are Alps Advisors Inc. (17.85%), Invesco Ltd. (6.46%) and Goldman Sachs Group Inc (4.19%). Together, the top 10 institutions control 38.6% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their SUN positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of SUN
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Alps Advisors Inc. | 24.44M | 17.85% | -1.0% |
| Invesco Ltd. | 8.85M | 6.46% | -0.1% |
| Goldman Sachs Group Inc | 5.74M | 4.19% | +3.9% |
| Mirae Asset Global ETFs Holdings Ltd. | 3.01M | 2.20% | -6.7% |
| FMR, LLC | 2.59M | 1.89% | -28.9% |
| Morgan Stanley | 2.56M | 1.87% | +130.2% |
| Energy Income Partners, LLC | 1.77M | 1.29% | -7.0% |
| JPMORGAN CHASE & CO | 1.63M | 1.19% | +8.6% |
| Recurrent Investment Advisors, LLC | 1.15M | 0.84% | +11.8% |
| UBS Group AG | 1.06M | 0.77% | +10.4% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of SUN
| Fund | Shares | % Held |
|---|---|---|
| ALPS ETF TRUST-ALERIAN MLP ETF | 25.00M | 18.26% |
| AIM Investment Fd.s -Invesco SteelPath MLP Income Fd. | 5.85M | 4.28% |
| GLOBAL X FUNDS-Global X MLP ETF | 2.89M | 2.11% |
| AIM Investment Fd.s -Invesco SteelPath MLP Select 40 Fd. | 1.74M | 1.27% |
| GOLDMAN SACHS TRUST-Goldman Sachs MLP Energy Infrastructure Fund | 1.37M | 1.00% |
| Fidelity Securities Fund-Fidelity Small Cap Value Fund | 1.29M | 0.94% |
| Two Roads Shared Trust-Recurrent MLP & Energy Infrastructure Fund | 1.10M | 0.81% |
| ETFis Series Trust I-InfraCap MLP ETF | 985.17K | 0.72% |
| AIM Investment Fd.s -Invesco SteelPath MLP Alpha Fd. | 893.96K | 0.65% |
| First TRT Exch-Trd Fd. IV-First TRT North American Energy Infrastructu | 885.26K | 0.65% |
Frequently asked questions
Who is the largest shareholder of Sunoco?
Alps Advisors Inc. is the largest institutional shareholder of SUN, owning 17.85% of shares outstanding (24.44M shares) as of its latest 13F filing.
What percentage of Sunoco is owned by institutions?
Institutions own about 49.5% of SUN shares and 62.9% of the public float.
How much of Sunoco do insiders own?
Insiders, such as officers and directors, own about 21.31% of SUN shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.