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 Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $359.14 M.
Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).
Institutional sentiment is currently Bearish. This is evidenced by a $121.14 M net outflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 7.7%. Conversely, Lee Ainslie reduced exposure by 87.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Murphy USA Inc. (MUSA)
Major holders include Cliff Asness ($156.05 M), Renaissance Technologies (RenTech) ($114.53 M), Steven Cohen ($32.04 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 661,710 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $121.14 M, with 1 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited MUSA. The total reported sell value was $123.42 M.
Yes, 0 managers opened new positions in MUSA, and 1 increased their existing holdings. The total reported buy value was $2.28 M.