SU — Suncor Energy Inc New Institutional Holders · Q3 2026

Name: Who Owns SU? 24 Institutions Hold $20.1M (Q3 2026)
Creator: ko.io

Who owns Suncor Energy Inc New (SU)? 24 institutions reported holding $20.14M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($7.7M), Pacifica Partners Inc. ($6.9M), Balefire, LLC ($720,779).

Rank	Institution	Value	Shares	Change
1	Gradient Investments LLC	$7.7M	113,663	Trimmed
2	Pacifica Partners Inc.	$6.9M	100,391	Added
3	Balefire, LLC	$720,779	10,620	Trimmed
4	Valeo Financial Advisors, LLC	$694,924	10,239	Added
5	STEPH & CO	$583,818	8,602	Added
6	Roxbury Financial LLC	$510,401	7,520	Added
7	Farther Finance Advisors, LLC	$499,264	7,356	Added
8	MOODY NATIONAL BANK TRUST DIVISION	$394,053	5,806	Added
9	Venture Visionary Partners LLC	$384,212	5,661	Added
10	Plan A Wealth LLC	$303,922	4,478	New
11	NEVILLE RODIE & SHAW INC	$289,000	4,258	Hold
12	Grove Bank & Trust	$277,792	4,093	Trimmed
13	SAPIENT CAPITAL LLC	$276,435	4,073	Hold
14	MassMutual Private Wealth & Trust, FSB	$129,360	1,906	Trimmed
15	CoreCap Advisors, LLC	$109,203	1,609	Trimmed
16	Rosenberg Matthew Hamilton	$95,832	1,412	Added
17	Versant Capital Management, Inc	$74,182	1,093	Added
18	EASTERN BANK	$69,499	1,024	Hold
19	GAMMA Investing LLC	$59,658	879	Hold
20	Bank of New Hampshire	$23,755	350	Hold
21	CX Institutional	$10,000	154	Hold
22	GILPIN WEALTH MANAGEMENT, LLC	$4,344	64	Trimmed
23	Noble Wealth Management PBC	$1,968	29	Hold
24	Avidian Wealth Enterprises, LLC	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-09-30