CrossAmerica Partners LP Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CLEARBRIDGE INVESTMENTS, LLC | 02/11/2026 | 505.15 K | $10.41 M | 0.00% | 1.33% |
| JPMORGAN CHASE & CO | 02/11/2026 | 397.43 K | $8.19 M | -4.34% | 1.04% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 312.77 K | $6.44 M | 4.87% | 0.82% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 179.37 K | $3.69 M | -9.88% | 0.47% |
| QUADRANT PRIVATE WEALTH MANAGEMENT, LLC | 01/26/2026 | 163.56 K | $3.37 M | -1.96% | 0.43% |
| LPL FINANCIAL LLC | 02/11/2026 | 119.71 K | $2.47 M | 5.85% | 0.31% |
| NEWEDGE WEALTH, LLC | 02/03/2026 | 92.76 K | $1.91 M | 0.01% | 0.24% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 01/23/2026 | 80.00 K | $1.65 M | 0.00% | 0.21% |
| MARINER, LLC | 02/13/2026 | 77.45 K | $1.60 M | -28.20% | 0.20% |
| MORGAN STANLEY | 02/13/2026 | 52.16 K | $1.07 M | -13.47% | 0.14% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 48.77 K | $1.00 M | 0.00% | 0.13% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 40.57 K | $833.00 K | -7.93% | 0.11% |
| UBS GROUP AG | 01/29/2026 | 38.01 K | $782.90 K | 55.31% | 0.10% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 36.63 K | $754.62 M | 7.77% | 0.10% |
| GSA CAPITAL PARTNERS LLP | 02/06/2026 | 33.61 K | $692.00 K | 3.02% | 0.09% |
| CI PRIVATE WEALTH, LLC | 02/19/2026 | 25.00 K | $515.00 K | 0.00% | 0.07% |
| CITADEL ADVISORS LLC | 02/17/2026 | 23.52 K | $484.41 M | 52.03% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 22.80 K | $469.68 K | -49.33% | 0.06% |
| PHILADELPHIA TRUST CO | 02/12/2026 | 21.00 K | $433.00 K | 0.00% | 0.06% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 19.98 K | $412.00 K | -2.39% | 0.05% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 17.82 K | $367.11 K | 7.54% | 0.05% |
| ING GROEP NV | 02/11/2026 | 17.00 K | $350.20 K | 30.77% | 0.04% |
| JANE STREET GROUP, LLC | 02/12/2026 | 16.70 K | $344.02 M | 100.00% | 0.04% |
| MORTON BROWN FAMILY WEALTH, LLC | 01/28/2026 | 16.31 K | $336.05 K | 63.20% | 0.04% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 16.08 K | $331.15 K | 0.00% | 0.04% |
| EXCHANGE TRADED CONCEPTS, LLC | 01/14/2026 | 15.69 K | $323.21 K | -14.74% | 0.04% |
| AMERICAN FINANCIAL GROUP INC | 02/12/2026 | 15.00 K | $309.00 K | 0.00% | 0.04% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 14.50 K | $298.70 K | 0.00% | 0.04% |
| OUTLOOK WEALTH ADVISORS, LLC | 02/11/2026 | 12.30 K | $253.38 K | 0.00% | 0.03% |
| BROWN ADVISORY INC | 02/13/2026 | 12.14 K | $250.00 K | 0.26% | 0.03% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 11.00 K | $226.60 K | 0.00% | 0.03% |
| MOTIV8 INVESTMENTS LLC | 02/13/2026 | 9.38 K | $193.00 K | 100.00% | 0.02% |
| ROYAL BANK OF CANADA | 02/17/2026 | 7.39 K | $153.00 K | 48.71% | 0.02% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 6.19 K | $127.52 K | 43.25% | 0.02% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2026 | 4.50 K | $92.70 K | 0.00% | 0.01% |
| EVERSOURCE WEALTH ADVISORS, LLC | 02/06/2026 | 3.45 K | $71.07 K | 0.00% | 0.01% |
| CWM, LLC | 01/26/2026 | 3.39 K | $70.00 K | 35.48% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 2.18 K | $44.92 K | -83.09% | 0.01% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 2.00 K | $41.20 K | 0.00% | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 1.60 K | $32.98 K | -84.03% | 0.00% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 1.50 K | $30.90 K | 0.00% | 0.00% |
| EASTERN BANK | 01/14/2026 | 1.25 K | $25.75 K | 0.00% | 0.00% |
| GENEOS WEALTH MANAGEMENT INC. | 01/28/2026 | 1.20 K | $24.72 K | 0.00% | 0.00% |
| MB, LEVIS & ASSOCIATES, LLC | 01/14/2026 | 1.14 K | $23.38 K | 2.44% | 0.00% |
| HILLTOP NATIONAL BANK | 01/07/2026 | 1.00 K | $20.60 K | 0.00% | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 01/08/2026 | 825 | $17.01 K | 2.36% | 0.00% |
| UMB BANK, N.A. | 02/13/2026 | 800 | $16.48 K | 0.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 700 | $14.42 K | -58.82% | 0.00% |
| VALLEY NATIONAL ADVISERS INC | 01/23/2026 | 500 | $10.00 K | 0.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 415 | $8.55 K | 0.00% | 0.00% |
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CrossAmerica Partners LP institutional Ownership - FAQ's
During the previous two years, 80 institutional investors and hedge funds held shares of CrossAmerica Partners LP. The most heavily invested institutionals were:
Clearbridge Investments, LLC: 505,147
JPMORGAN CHASE & CO: 397,430
RAYMOND JAMES FINANCIAL INC: 312,770
Quadrant Private Wealth Management, LLC: 163,559
LPL Financial LLC: 119,713
NewEdge Wealth, LLC: 92,762
4.38% of CrossAmerica Partners LP stock is owned by institutional investors.
Institutional investors have bought a total of 13.72 M shares in the last 24 months. This purchase volume represents approximately $302.76 M in transactions.