Guru Ownership Trend
Guru Analysis for Murphy USA Inc. (MUSA)
Murphy USA Inc. (MUSA), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $452.09 M.
Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $141.43 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 149.9%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 14.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Murphy USA Inc. (MUSA)
Major holders include Cliff Asness ($204.75 M), Renaissance Technologies (RenTech) ($109.01 M), Steven Cohen ($24.31 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 907,055 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $141.43 M, with 6 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited MUSA. The total reported sell value was $18.65 M.
Yes, 2 managers opened new positions in MUSA, and 4 increased their existing holdings. The total reported buy value was $160.08 M.
