SUN Institutional Ownership

Sunoco LP

Latest close $70.57 as of Aug 7, 2026

SUN institutional ownership at a glance

Follow Sunoco LP institutional ownership through recent Schedule 13G and 13D filings. Compare reported shares, ownership percentages, filing dates, and changes in beneficial ownership over time.

Latest filing: Invesco filed Initial Schedule 13G on May 6, 2026, reporting 8.9M shares and 12.00% beneficial ownership.

Browse recent ownership filings How Schedule 13G works Why a 13G is not a trade report

How to read Schedule 13 ownership changes

Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.

Form 13F rows are quarter-end holding context only and do not establish an exact entry date.

For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.

Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.

Cross-institution intelligence

Institutional Research

This gauge summarizes recent agreement across tracked institutional activity.

Latest filing May 6, 2026

Public consensus preview Accumulation leaning 60/100 institutional research score

1 tracked institution Latest filing May 6, 2026

1 accumulating across 1 comparable institution.

Accumulating1

Unchanged0

Reducing0

Exited0

The overall consensus is public. Detailed holder comparisons, breadth history, ownership charts, and filing-specific signal analysis remain part of Investor and Pro research.

Price context

52-week position is market context and does not change the institutional consensus score.

52-week low$47.98 52-week high$67.82

Latest close $70.57 100.0% through the range

Tracked institutions

Public holder names and filing freshness. Detailed institution-by-institution analysis is locked.

Latest observation Mar 31, 2026

Invesco May 6, 2026 filed

Detailed institutional research

See what is driving the consensus.

Unlock holder-by-holder changes, ownership history, breadth by period, disclosure timing, and filing-specific signal analysis.

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Beneficial ownership filing history

Showing 3 of 6 filing(s) · 3 older require more history access

Holder	Observed / filed	Reported change	Shares	Ownership	Observation	Filing	Latest
Invesco CIK0000914208	Mar 31, 2026 observed May 6, 2026 filed · 36d Initial Schedule 13G	Initial Schedule 13G	8.9M +10.7K	12.00% 0.00 pts	$64.97	$66.91	$70.57
Invesco CIK0000914208	Dec 31, 2025 observed Feb 12, 2026 filed · 43d Schedule 13G amendment	Reported accumulation	8.8M +176.6K	12.00% +5.60 pts	$52.41	$58.90	$70.57
Invesco CIK0000914208	Sep 30, 2024 observed Nov 8, 2024 filed · 39d Initial Schedule 13G	Initial Schedule 13G	8.7M +7.4M	6.40% +4.90 pts	$53.68	$52.58	$70.57

Explore more institutional activity

Related research

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