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 Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $399.72 M.
Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $48.39 M net inflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 410.7%. Conversely, Steven Cohen reduced exposure by 80.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Murphy USA Inc. (MUSA)
Major holders include Renaissance Technologies (RenTech) ($183.31 M), Cliff Asness ($161.35 M), Joel Greenblatt ($27.7 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 751,218 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $48.39 M, with 5 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited MUSA. The total reported sell value was $34.9 M.
Yes, 2 managers opened new positions in MUSA, and 3 increased their existing holdings. The total reported buy value was $83.29 M.
