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Murphy USA Inc.

MUSA Consumer Discretionary
$407.45 +$22.62 (5.88%)
Market Cap: $7.56 B
Gurus Holding
6
Popularity Rank
#1386
% of Shares Held
2.82%
Net Activity (Q4 2025)
-$13.06 M

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 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $213.58 M.

Top institutional holders include Renaissance Technologies and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $13.06 M net outflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 266.9%. Conversely, Renaissance Technologies reduced exposure by 14.6%.

Key Holders

Top 5 by Value

$78.84 M
$11.39 M
$4.45 M
$4.04 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$5.59 M
Total Buy Value
New Buys 1
Additions 2
-$18.65 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
1
Net Buyers
3

FAQs for Murphy USA Inc. (MUSA)

Major holders include Renaissance Technologies ($109.01 M), Cliff Asness ($78.84 M), Joel Greenblatt ($11.39 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 524,196 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $13.06 M, with 3 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, 1 managers opened new positions in MUSA, and 2 increased their existing holdings. The total reported buy value was $5.59 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.17% Reduce -14.6% 270,142 $109.01 M Q4 2025
0.05% Add 66.0% 203,064 $78.84 M Q3 2025
0.05% Add 266.9% 29,340 $11.39 M Q3 2025
0.05% New Buy 11,023 $4.45 M Q4 2025
0.01% Add 39.2% 10,016 $4.04 M Q4 2025
0.00% Add 0.7% 611 $246,845 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form