SPHNYSERetail-Miscellaneous RetailFiscal year ends September 26
SUBURBAN PROPANE PARTNERS LP
Financials through Q3 FY2026, quarter ended Jun 27, 2026Last filing: 10-Q on Aug 6, 2026
$17.20−0.28 (-1.60%)
Close on Oct 19, 2026
- Market cap
- $1.15M
- P/E (TTM)
- 10.6
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
43.3%
29M of 67M shares
Institutional holders
144
18 new, 16 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 6 sales
Net sold $264.37K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Global X Management CO LLC | 4,249,304 | 6.54% | 13G (passive) amendment | Mar 31, 2025 |
| ALPS Advisors, Inc. | 15,353,307 | 23.01% | 13G (passive) amendment | Sep 30, 2026 |
| Alerian MLP ETF | 14,327,026 | 21.88% | 13G (passive) amendment | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SPH | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Alps Advisors Inc | 14,720,155 | 22.07% | $251.71M | −655,419 | 1.18% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4,528,873 | 6.79% | $77.44M | +81,289 | 0.09% |
| Goldman Sachs Group Inc | 1,578,662 | 2.37% | $27.00M | +155,848 | 0.00% |
| JPMorgan Chase & Co | 1,431,306 | 2.15% | $25.03M | +29,085 | 0.00% |
| Bowen Hanes & Co Inc | 1,016,000 | 1.52% | $20.01M | – | 417.04% |
| Morgan Stanley | 636,887 | 0.95% | $10.89M | −285,400 | 0.00% |
| UBS Group AG | 514,190 | 0.77% | $8.79M | +141,197 | 0.00% |
| Blackstone Inc. | 421,332 | 0.63% | $7.20M | −19,604 | 0.02% |
| Jane Street Group, LLC | 269,539 | 0.40% | $4.61M | New | 0.00% |
| Fractal Investments LLC | 214,864 | 0.32% | $3.67M | – | 0.42% |
| Raymond James Financial Inc | 212,633 | 0.32% | $3.64M | −3,921 | 0.00% |
| Commonwealth Equity Services, LLC | 205,071 | 0.31% | $3.51M | +10,501 | 0.00% |
| Lido Advisors, LLC | 202,235 | 0.30% | $3.46M | +2,643 | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 173,352 | 0.26% | $2.96K | +97,151 | 0.00% |
| Hrt Financial LP | 158,658 | 0.24% | $2.71K | +127,817 | 0.00% |
| LPL Financial LLC | 151,620 | 0.23% | $2.59M | +11,944 | 0.00% |
| CIBC Bancorp USA Inc. | 150,869 | 0.23% | $2.58M | New | 0.00% |
| Levin Capital Strategies, L.P. | 145,722 | 0.22% | $2.49M | −4,101 | 0.17% |
| Citadel Advisors LLC | 138,979 | 0.21% | $2.38M | +107,483 | 0.00% |
| Wells Fargo & Company/Mn | 83,141 | 0.12% | $1.42M | +16,161 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 144 | 29M | 43.3% | 18 / 40 | 34 / 16 | 1M | 1M |
| Q1 2026 | 144 | 29M | 43.1% | 11 / 43 | 28 / 19 | 1M | 0M |
| Q4 2025 | 156 | 28M | 42.1% | 25 / 42 | 33 / 8 | 1M | 2M |
| Q3 2025 | 141 | 28M | 42.5% | 16 / 44 | 22 / 13 | 2M | 0M |
| Q2 2025 | 139 | 26M | 39.6% | 12 / 49 | 22 / 20 | 1M | 1M |
| Q1 2025 | 147 | 26M | 39.5% | 18 / 36 | 33 / 16 | 4M | 1M |
| Q4 2024 | 149 | 24M | 35.5% | 32 / 40 | 29 / 9 | 2M | 1M |
| Q3 2024 | 128 | 23M | 34.7% | 11 / 45 | 26 / 15 | 1M | 1M |
| Q2 2024 | 135 | 23M | 34.1% | 25 / 44 | 22 / 7 | 4M | 2M |
| Q1 2024 | 118 | 21M | 31.3% | 11 / 37 | 23 / 21 | 2M | 2M |
| Q4 2023 | 131 | 21M | 31.2% | 18 / 29 | 40 / 19 | 13M | 5M |
| Q3 2023 | 136 | 13M | 19.4% | 13 / 43 | 25 / 13 | 2M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SPH | Value | % of fund | As of |
|---|---|---|---|---|---|
| Alerian MLP ETF | 15,609,456 | 23.40% | $302.82M | 2.49% | May 31, 2026 |
| Global X MLP ETF | 3,740,866 | 5.61% | $72.57M | 3.45% | May 31, 2026 |
| Goldman Sachs MLP Energy Infrastructure Fund | 1,161,944 | 1.74% | $22.54M | 1.26% | May 31, 2026 |
| Global X SuperDividend U.S. ETF | 758,114 | 1.14% | $14.15M | 1.80% | Jul 31, 2026 |
| Goldman Sachs Rising Dividend Growth Fund | 51,778 | 0.08% | $966.18K | 0.24% | Jul 31, 2026 |
| Federated Hermes Opportunistic High Yield Bond Fund | 46,841 | 0.07% | $908.72K | 0.22% | May 31, 2026 |
| InfraCap MLP ETF | 46,597 | 0.07% | $869.50K | 0.18% | Jul 31, 2026 |
| Icon Utilities And Income Fund | 36,914 | 0.06% | $631.23K | 2.68% | Jun 30, 2026 |
| Unusual Whales Subversive Republican Trading ETF | 16,511 | 0.02% | $282.34K | 0.32% | Jun 30, 2026 |
| Arrow Dow Jones Global Yield ETF | 13,392 | 0.02% | $249.89K | 0.67% | Jul 31, 2026 |
| Fidelity Strategic Dividend and Income Fund | 8,150 | 0.01% | $158.11K | 0.00% | May 31, 2026 |
| Spirit Of America Energy Fund | 8,000 | 0.01% | $155.20K | 0.10% | May 31, 2026 |
| Invesco SteelPath MLP Select 40 Fund | 5,962 | 0.01% | $115.66K | 0.00% | May 31, 2026 |
| Federated Hermes Strategic Income Fund | 4,481 | 0.01% | $86.93K | 0.02% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Michael A. Stivala | President & CEO, Director | 336,981 | 0.51% | Nov 18, 2025 |
| Bryon L. Koepke | VP,General Counsel & Secretary | 100,714 | 0.15% | Sep 1, 2026 |
| Elmer Dante | VP, Tax | 37,482 | 0.06% | Nov 18, 2025 |
| Michael Kuglin | Chief Financial Officer | 198,182 | 0.30% | Nov 18, 2025 |
| Neil Scanlon | SVP - Information Services | 180,403 | 0.27% | Nov 18, 2025 |
| Daniel S. Bloomstein | VP-Controller & Chief Acc Off | 77,570 | 0.12% | Nov 18, 2025 |
| Keith P. Onderdonk | Vice Pres-Operational Support | 86,599 | 0.13% | Nov 18, 2025 |
| Francesca Cleffi | Vice President,Human Resources | 105,776 | 0.16% | Nov 18, 2025 |
| Douglas Dagan | VP-Strat Init-Renew Energy | 101,331 | 0.15% | Nov 18, 2025 |
| Nandini Sankara | VP Marketing & Brand Strategy | 66,092 | 0.10% | Nov 18, 2025 |
| Alejandro Centeno | SVP, Operations | 69,587 | 0.10% | Nov 18, 2025 |
| Craig Palleschi | VP-Renewable Nat Gas Opers | 24,949 | 0.04% | Nov 18, 2025 |
| Douglas Brinkworth | SVP- Prod.Sup,Purch.&Logistics | 171,469 | 0.26% | Nov 18, 2025 |
| A. Davin Dambrosio | Vice President & Treasurer | 79,710 | 0.12% | Nov 18, 2025 |
| Steven C. Boyd | Chief Operating Officer | 214,910 | 0.32% | Nov 18, 2024 |
| Jane Swift | Director | 36,064 | 0.05% | Sep 29, 2026 |
| Matthew J. Chanin | Director | 63,176 | 0.09% | Dec 4, 2025 |
| Harold R. Logan Jr | Director | 26,727 | 0.04% | Nov 20, 2025 |
| William M. Landuyt | Director | 74,195 | 0.11% | Nov 18, 2025 |
| Amy Adams | Director | 39,120 | 0.06% | Nov 18, 2025 |
| Terence J. Connors | Director | 64,549 | 0.10% | Nov 18, 2025 |
| Rommel Oates | Director | 46,180 | 0.07% | Nov 18, 2024 |
| Michael A. Schueler | – | 11,133 | 0.02% | Feb 13, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jane Swift Director | Sep 29, 2026 | Sale | −148 | $16.39 | $2.43K | 35,552 |
| Jane Swift Director | Sep 28, 2026 | Sale | −364 | $16.53 | $6.02K | 35,700 |
| Jane Swift Director | Sep 23, 2026 | Sale | −224 | $16.74 | $3.75K | 36,064 |
| Jane Swift Director | Sep 22, 2026 | Sale | −521 | $16.91 | $8.81K | 36,288 |
| Bryon L. Koepke VP,General Counsel & Secretary | Aug 31, 2026 | Sale | −2,848 | $17.65 | $50.27K | 100,714 |
| Matthew J. Chanin Director | Dec 2, 2025 | Sale(10b5-1 plan) | −10,000 | $19.31 | $193.10K | 63,176 |
| Harold R. Logan Jr Director | Nov 19, 2025 | Returned to company | −5,000 | $18.51 | $92.55K | 26,727 |
| Daniel S. Bloomstein VP-Controller & Chief Acc Off | Nov 15, 2025 | Award | +10,717 | – | – | 77,570 |
| Keith P. Onderdonk Vice Pres-Operational Support | Nov 15, 2025 | Award | +10,717 | – | – | 86,599 |
| Neil Scanlon SVP - Information Services | Nov 15, 2025 | Award | +21,433 | – | – | 180,403 |
| Nandini Sankara VP Marketing & Brand Strategy | Nov 15, 2025 | Award | +10,717 | – | – | 66,092 |
| Bryon L. Koepke VP,General Counsel & Secretary | Nov 15, 2025 | Award | +17,415 | – | – | 103,562 |
| Douglas Dagan VP-Strat Init-Renew Energy | Nov 15, 2025 | Award | +34,830 | – | – | 101,331 |
| Elmer Dante VP, Tax | Nov 15, 2025 | Award | +8,038 | – | – | 37,482 |
| Douglas Brinkworth SVP- Prod.Sup,Purch.&Logistics | Nov 15, 2025 | Award | +24,112 | – | – | 171,469 |
| Craig Palleschi VP-Renewable Nat Gas Opers | Nov 15, 2025 | Award | +8,038 | – | – | 24,949 |
| Michael Kuglin Chief Financial Officer | Nov 15, 2025 | Award | +24,112 | – | – | 198,182 |
| Francesca Cleffi Vice President,Human Resources | Nov 15, 2025 | Award | +17,415 | – | – | 105,776 |
| Michael A. Stivala President & CEO, Director | Nov 15, 2025 | Award | +48,224 | – | – | 336,981 |
| Alejandro Centeno SVP, Operations | Nov 15, 2025 | Award | +18,754 | – | – | 69,587 |
| A. Davin Dambrosio Vice President & Treasurer | Nov 15, 2025 | Award | +7,368 | – | – | 79,710 |
| Daniel S. Bloomstein VP-Controller & Chief Acc Off | Nov 14, 2025 | Returned to company | −9,867 | $18.83 | $185.80K | 66,853 |
| Daniel S. Bloomstein VP-Controller & Chief Acc Off | Nov 14, 2025 | Option exercise | +9,867 | $18.83 | $185.80K | 76,720 |
| Daniel S. Bloomstein VP-Controller & Chief Acc Off | Nov 14, 2025 | Tax withholding | −5,082 | $18.83 | $95.69K | 66,853 |
| Jane Swift Director | Nov 14, 2025 | Returned to company | −2,354 | $18.83 | $44.33K | 36,809 |
| Jane Swift Director | Nov 14, 2025 | Option exercise | +2,354 | $18.83 | $44.33K | 39,163 |
| Keith P. Onderdonk Vice Pres-Operational Support | Nov 14, 2025 | Returned to company | −9,460 | $18.83 | $178.13K | 75,882 |
| Keith P. Onderdonk Vice Pres-Operational Support | Nov 14, 2025 | Option exercise | +9,460 | $18.83 | $178.13K | 85,342 |
| Keith P. Onderdonk Vice Pres-Operational Support | Nov 14, 2025 | Tax withholding | −4,807 | $18.83 | $90.52K | 75,882 |
| Neil Scanlon SVP - Information Services | Nov 14, 2025 | Returned to company | −20,712 | $18.83 | $390.01K | 158,970 |
| Neil Scanlon SVP - Information Services | Nov 14, 2025 | Option exercise | +20,712 | $18.83 | $390.01K | 179,682 |
| Neil Scanlon SVP - Information Services | Nov 14, 2025 | Tax withholding | −10,604 | $18.83 | $199.67K | 158,970 |
| Nandini Sankara VP Marketing & Brand Strategy | Nov 14, 2025 | Tax withholding | −4,807 | $18.83 | $90.52K | 55,375 |
| Nandini Sankara VP Marketing & Brand Strategy | Nov 14, 2025 | Returned to company | −9,460 | $18.83 | $178.13K | 55,375 |
| Nandini Sankara VP Marketing & Brand Strategy | Nov 14, 2025 | Option exercise | +9,460 | $18.83 | $178.13K | 64,835 |
| William M. Landuyt Director | Nov 14, 2025 | Returned to company | −2,354 | $18.83 | $44.33K | 74,195 |
| William M. Landuyt Director | Nov 14, 2025 | Option exercise | +2,354 | $18.83 | $44.33K | 76,549 |
| Terence J. Connors Director | Nov 14, 2025 | Option exercise | +2,354 | $18.83 | $44.33K | 64,549 |
| Terence J. Connors Director | Nov 14, 2025 | Returned to company | −2,354 | $18.83 | $44.33K | 62,195 |
| Bryon L. Koepke VP,General Counsel & Secretary | Nov 14, 2025 | Tax withholding | −5,210 | $18.83 | $98.10K | 86,147 |
| Bryon L. Koepke VP,General Counsel & Secretary | Nov 14, 2025 | Option exercise | +15,331 | $18.83 | $288.68K | 101,478 |
| Bryon L. Koepke VP,General Counsel & Secretary | Nov 14, 2025 | Returned to company | −15,331 | $18.83 | $288.68K | 86,147 |
| Douglas Dagan VP-Strat Init-Renew Energy | Nov 14, 2025 | Option exercise | +15,331 | $18.83 | $288.68K | 81,832 |
| Douglas Dagan VP-Strat Init-Renew Energy | Nov 14, 2025 | Returned to company | −15,331 | $18.83 | $288.68K | 66,501 |
| Elmer Dante VP, Tax | Nov 14, 2025 | Returned to company | −5,850 | $18.83 | $110.16K | 29,444 |
| Elmer Dante VP, Tax | Nov 14, 2025 | Option exercise | +5,850 | $18.83 | $110.16K | 35,294 |
| Harold R. Logan Jr Director | Nov 14, 2025 | Returned to company | −2,354 | $18.83 | $44.33K | 31,727 |
| Harold R. Logan Jr Director | Nov 14, 2025 | Option exercise | +2,354 | $18.83 | $44.33K | 34,081 |
| Douglas Brinkworth SVP- Prod.Sup,Purch.&Logistics | Nov 14, 2025 | Returned to company | −23,403 | $18.83 | $440.68K | 147,357 |
| Douglas Brinkworth SVP- Prod.Sup,Purch.&Logistics | Nov 14, 2025 | Tax withholding | −11,998 | $18.83 | $225.92K | 147,357 |
| Douglas Brinkworth SVP- Prod.Sup,Purch.&Logistics | Nov 14, 2025 | Option exercise | +23,403 | $18.83 | $440.68K | 170,760 |
| Craig Palleschi VP-Renewable Nat Gas Opers | Nov 14, 2025 | Tax withholding | −3,587 | $18.83 | $67.54K | 16,911 |
| Craig Palleschi VP-Renewable Nat Gas Opers | Nov 14, 2025 | Option exercise | +6,951 | $18.83 | $130.89K | 23,862 |
| Craig Palleschi VP-Renewable Nat Gas Opers | Nov 14, 2025 | Returned to company | −6,951 | $18.83 | $130.89K | 16,911 |
| Michael Kuglin Chief Financial Officer | Nov 14, 2025 | Returned to company | −23,403 | $18.83 | $440.68K | 174,070 |
| Michael Kuglin Chief Financial Officer | Nov 14, 2025 | Tax withholding | −11,998 | $18.83 | $225.92K | 174,070 |
| Michael Kuglin Chief Financial Officer | Nov 14, 2025 | Option exercise | +23,403 | $18.83 | $440.68K | 197,473 |
| Matthew J. Chanin Director | Nov 14, 2025 | Returned to company | −3,138 | $18.83 | $59.09K | 73,176 |
| Matthew J. Chanin Director | Nov 14, 2025 | Option exercise | +3,138 | $18.83 | $59.09K | 76,314 |
| Francesca Cleffi Vice President,Human Resources | Nov 14, 2025 | Tax withholding | −7,816 | $18.83 | $147.18K | 88,361 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Jane Swift Officer, Director | Sep 29, 2026 | 1,257 | $21.00K | Sep 22, 2026 | Issuance |
| Koepke Bryon Officer, Control Person | Aug 27, 2026 | 2,848 | $50.55K | Aug 25, 2026 | In Lieu of Services |
| Chanin Matthew DIRECTOR | Dec 2, 2025 | 10,000 | $193.10K | Dec 2, 2025 | STOCK BONUS |
| R. Logan Harold Jr. Director | Nov 19, 2025 | 5,000 | $92.56K | Nov 19, 2025 | Compensation for past services |
| R. Logan Harold Jr. Director | Aug 13, 2025 | 7,500 | $139.98K | Aug 13, 2025 | Compensation for Past Services |
| R. Logan Harold Jr. Director | May 21, 2025 | 6,900 | $132.03K | May 21, 2025 | Compensation for Past Services |
| Douglas Brinkworth Officer | Mar 5, 2025 | 2,000 | $41.30K | Mar 5, 2025 | Stock Award |
| Craig Palleschi Officer | Feb 18, 2025 | 1,400 | $30.45K | Feb 18, 2025 | Stock Award |
| Michael A. Schueler Officer | Feb 11, 2025 | 7,746 | $165.45K | Feb 11, 2025 | Vested RSUs |
| Douglas Brinkworth Officer | Dec 5, 2024 | 7,500 | $145.80K | Dec 5, 2024 | Stock Award |
| Matthew J. Chanin Officer | Dec 2, 2024 | 10,000 | $196.00K | Dec 2, 2024 | Stock Bonus |
| Michael A. Schueler Officer | Nov 27, 2024 | 5,335 | $102.91K | Nov 27, 2024 | Compensation |
| A. Davin Dambrosio Officer | Nov 26, 2024 | 6,500 | $121.29K | Nov 26, 2024 | Stock Award |
| Jane Swift Director | Nov 25, 2024 | 7,438 | $137.08K | Nov 25, 2024 | Compensation For Services |
| R. Logan Harold Jr. BOARD MEMBER | Nov 25, 2024 | 3,000 | $54.78K | Nov 25, 2024 | Compensation for Past Services |