Who Owns SUNCOR ENERGY INC NEW (SU)? -- Institutional Holders (2026-06-30)
25 institutions reported holding $15.5M of SUNCOR ENERGY INC NEW (SU) in SEC 13F filings for 2026-06-30. Largest institutional holders: Gradient Investments LLC ($6.4M), HARBOR INVESTMENT ADVISORY, LLC ($2.1M), Assenagon Asset Management S.A. ($1.5M), 180 WEALTH ADVISORS, LLC ($678,600), Baron Wealth Management LLC ($643,159). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Gradient Investments LLC | $6.4M | 119,099 | Added |
| 2 | HARBOR INVESTMENT ADVISORY, LLC | $2.1M | 38,869 | Added |
| 3 | Assenagon Asset Management S.A. | $1.5M | 27,448 | Trimmed |
| 4 | 180 WEALTH ADVISORS, LLC | $678,600 | 12,642 | Trimmed |
| 5 | Baron Wealth Management LLC | $643,159 | 11,981 | Added |
| 6 | Balefire, LLC | $637,772 | 11,881 | New |
| 7 | FIRST FINANCIAL CORP /IN/ | $565,519 | 10,535 | Trimmed |
| 8 | Valeo Financial Advisors, LLC | $540,721 | 10,073 | Trimmed |
| 9 | Grove Bank & Trust | $439,424 | 8,186 | New |
| 10 | Roxbury Financial LLC | $403,447 | 7,516 | Added |
| 11 | Pacific Excel Wealth Advisors, Inc. | $308,192 | 5,741 | New |
| 12 | MOODY NATIONAL BANK TRUST DIVISION | $286,651 | 5,340 | Trimmed |
| 13 | NEVILLE RODIE & SHAW INC | $229,000 | 4,258 | Trimmed |
| 14 | Dynamic Advisor Solutions LLC | $215,577 | 4,016 | Added |
| 15 | Hilltop National Bank | $193,248 | 3,600 | Trimmed |
| 16 | MassMutual Private Wealth & Trust, FSB | $118,311 | 2,204 | Trimmed |
| 17 | CoreCap Advisors, LLC | $86,854 | 1,618 | Added |
| 18 | EASTERN BANK | $54,968 | 1,024 | Added |
| 19 | GAMMA Investing LLC | $47,185 | 879 | Trimmed |
| 20 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $26,840 | 500 | Hold |
| 21 | Versant Capital Management, Inc | $26,464 | 493 | Added |
| 22 | CX Institutional | $8,000 | 154 | Hold |
| 23 | Dogwood Wealth Management LLC | $3,382 | 63 | Hold |
| 24 | Noble Wealth Management PBC | $1,557 | 29 | New |
| 25 | Avior Wealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30