MUSA

Murphy USA Inc
Consumer DiscretionaryUSCUSIP 626755102◍ Confluence graph
Tracked 13F Holders
518
-151 QoQ
13F Value (tracked)
$7.8B
Insider Net · 180d
-$29.1M
0↑ 7↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)32 adding · 25 trimming
Insider net (180d)-$29.1M

Who owns MUSA?

518 tracked 13F filers

518 tracked 13F filers disclose a position in MUSA as of the latest SEC 13F filings, a combined $7.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$830.2M
1.7M
+1.9%
Added · +32K sh
Q1 2026
2FMR LLC
$724.1M
1.5M
−9.7%
Reduced · −157K sh
Q1 2026
3VANGUARD CAPITAL MANAGEMENT LLC
$370.9M
751K
First observed position
No prior filed position
Q1 2026
4VANGUARD PORTFOLIO MANAGEMENT LLC
$359.8M
728K
First observed position
No prior filed position
Q1 2026
5STATE STREET CORP
$300.6M
558K
+0.2%
Added · +1K sh
Q2 2026
6Boston Partners
$265.4M
537K
+488%
Added · +446K sh
Q1 2026
7BARCLAYS PLC
$263.0M
532K
+31%
Added · +127K sh
Q1 2026
8GEODE CAPITAL MANAGEMENT, LLC
$259.1M
481K
+28%
Added · +105K sh
Q2 2026
9HUNTINGTON NATIONAL BANK
$223.5M
415K
~0%
Added · +1 sh
Q2 2026
10River Road Asset Management, LLC
$195.5M
396K
−22%
Reduced · −110K sh
Q1 2026
11AQR CAPITAL MANAGEMENT LLC
$156.1M
316K
−38%
Reduced · −192K sh
Q1 2026
12DIMENSIONAL FUND ADVISORS LP
$146.9M
297K
−1.1%
Reduced · −3K sh
Q1 2026
13Clearbridge Investments, LLC
$133.0M
269K
−0.3%
Reduced · −947 sh
Q1 2026
14RENAISSANCE TECHNOLOGIES LLC
$114.5M
232K
−14%
Reduced · −38K sh
Q1 2026
15JPMORGAN CHASE & CO
$106.9M
215K
+2.6%
Added · +5K sh
Q1 2026
16FULLER & THALER ASSET MANAGEMENT, INC.
$114.4M
212K
+61%
Added · +81K sh
Q2 2026
17MORGAN STANLEY
$104.0M
211K
−34%
Reduced · −108K sh
Q1 2026
18MARSHALL WACE, LLP
$101.0M
205K
New
+205K sh
Q1 2026
19ALLIANCEBERNSTEIN L.P.
$74.3M
184K
+19%
Added · +29K sh
Q1 2026
20LONDON CO OF VIRGINIA
$82.8M
168K
−1.6%
Reduced · −3K sh
Q1 2026
21CITADEL ADVISORS LLC
$80.0M
162K
+384%
Added · +128K sh
Q1 2026
22Allianz Asset Management GmbH
$79.2M
160K
+43%
Added · +49K sh
Q1 2026
23RAYMOND JAMES FINANCIAL INC
$77.5M
157K
+6.5%
Added · +10K sh
Q1 2026
24UBS Group AG
$75.5M
153K
+53%
Added · +53K sh
Q1 2026
25HighTower Advisors, LLC
$73.9M
150K
+1.9%
Added · +3K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is MUSA being bought or sold by institutions?

Last quarter, 10 funds opened a new position in MUSA and 22 added to an existing one, while 25 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
10
funds
Added
22
funds
Reduced
25
funds
Exited
0
funds

Funds that own MUSA also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT306 funds$252.4B
AMAZON.COM INCAMZN306 funds$192.9B
NVIDIA CORPNVDA301 funds$367.8B
JPMORGAN CHASE & COJPM296 funds$61.6B
META PLATFORMS INC-CLASS AMETA295 funds$106.6B
APPLE INCAAPL294 funds$277.5B
ALPHABET INC-CL AGOOGL292 funds$153.9B
ELI LILLY & COLLY290 funds$80.1B
COSTCO WHOLESALE CORPCOST289 funds$35.0B
CHEVRON CORPCVX288 funds$29.7B
ALPHABET INC-CL CGOOG287 funds$121.0B
VISA INC-CLASS A SHARESV286 funds$60.1B

Ranked by how many of MUSA's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$29.1M
7 insiders
Net
-$29.1M
8 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 20, 2026Turner RosemaryDirectorSell (S)966$552K
Jun 5, 2026Landen Diane NDirectorSell (S)3K$1.6M
Jun 1, 2026Keyes James WDirectorSell (S)2K$1.2M
May 27, 2026Bacon Renee MSVP, Chief Retail OfficerSell (S)1K$556K
May 15, 2026Emery Keith A.SVP, Chief Fuels OfficerSell (S)517$297K
May 5, 2026Woodward Scott G.SVP, Chief Merchandising Off.Sell (S)158$95K
May 4, 2026MURPHY ROBERT MADISONDirectorSell (S)26K$15.5M
May 4, 2026MURPHY ROBERT MADISONDirectorSell (S)16K$9.3M
Mar 5, 2026CHUMLEY ROBERT JSVP InnovationSell (S)5K$2.1M
Mar 5, 2026Woodward Scott G.SVP MerchandisingSell (S)137$58K
Feb 26, 2026Emery Keith A.SVP FuelsSell (S)899$344K
Feb 24, 2026Phillips Jeanne LinderDirectorSell (S)1K$456K

Institutional ownership over time

314 funds-53 since Q3 2024
0233465Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.6B · 1 values withheld

Recent filings

15 shown

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Ask your agent what changed in MUSA

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

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  "https://arkolith.com/api/v1/stocks/MUSA/capital-change-brief"
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Use Arkolith's capital_change_brief for MUSA.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MUSA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.