Ticker · CUSIP 626755102

MUSA

MURPHY USA INC

Consumer Cyclical·Specialty Retail

···Share

Holders (tracked)

Combined shares

1,898,031

Combined value

$765.89M

Last close

$491.13

Quarter

2025Q4

Price is +21.7% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$491.13-16.42 (-3.24%)H $525.85 · L $355.60 · Avg Vol 324K

Tracked holders · last 8 quarters

+8 vs previous quarter over the last 8.

SEC event timeline

24 events

Wellington Management trimmed2026-02-17
−1,264 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) trimmed2026-02-17
−76,728 shares · 2025Q4
Position
D.E. Shaw & Co. added2026-02-17
+211,392 shares · 2025Q4
Position
AQR Capital Management added2026-02-17
+304,354 shares · 2025Q4
Position
Two Sigma Investments opened position2026-02-17
+2,241 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2026-02-17
−175,320 shares · 2025Q4
Position
Steve Cohen (Point72) opened position2026-02-17
+60,244 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+203 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) added2026-02-13
+2,821 shares · 2025Q4
Position
Lee Ainslie (Maverick Capital) opened position2026-02-13
+11,023 shares · 2025Q4
Position
Renaissance Technologies trimmed2026-02-12
−46,220 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+125,710 shares · 2025Q4
Position
Ken Fisher (Fisher Asset Mgmt) added2026-02-09
+4 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) exited2025-12-09
−25,553 shares · 2025Q3
Position
AQR Capital Management added2025-11-14
+80,702 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) trimmed2025-11-14
−109,848 shares · 2025Q3
Position
D.E. Shaw & Co. trimmed2025-11-14
−34,522 shares · 2025Q3
Position
T. Rowe Price trimmed2025-11-14
−54,733 shares · 2025Q3
Position
Wellington Management added2025-11-14
+417 shares · 2025Q3
Position
Renaissance Technologies trimmed2025-11-13
−38,800 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−230,991 shares · 2025Q3
Position
Ray Dalio (Bridgewater Associates) opened position2025-11-13
+7,195 shares · 2025Q3
Position
Ken Fisher (Fisher Asset Mgmt) added2025-11-12
+8 shares · 2025Q3
Position
Norges Bank (Norway SWF) trimmed2025-11-12
−3,991 shares · 2024Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for MUSA →

Follow-the-investor returns

If you'd copied each holder of MUSA…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
T. Rowe Price	2016Q1	$133.98	+266.6%	$7.3M
Renaissance Technologies	2016Q1	$139.09	+253.1%	$132.7M
Wellington Management	2016Q2	$323.47	+51.8%	$4.5M
Lee Ainslie (Maverick Capital)	2019Q3	$336.38	+46.0%	$5.4M
AQR Capital Management	2016Q1	$354.65	+38.5%	$249.2M
Two Sigma Investments	2016Q1	$387.25	+26.8%	$442K
Two Sigma Investments	2016Q1	$387.25	+26.8%	$442K
Two Sigma Investments	2016Q1	$387.25	+26.8%	$442K
Ray Dalio (Bridgewater Associates)	2018Q2	$389.42	+26.1%	$4.9M
Ken Griffin (Citadel Advisors)	2016Q1	$402.12	+22.1%	$8.6M
Ken Griffin (Citadel Advisors)	2016Q1	$402.12	+22.1%	$8.6M
Ken Griffin (Citadel Advisors)	2016Q1	$402.12	+22.1%	$8.6M
D.E. Shaw & Co.	2016Q1	$403.47	+21.7%	$982K
D.E. Shaw & Co.	2016Q1	$403.47	+21.7%	$982K
D.E. Shaw & Co.	2016Q1	$403.47	+21.7%	$982K
Steve Cohen (Point72)	2016Q1	$406.11	+20.9%	$29.6M
Steve Cohen (Point72)	2016Q1	$406.11	+20.9%	$29.6M
Steve Cohen (Point72)	2016Q1	$406.11	+20.9%	$29.6M
Izzy Englander (Millennium Mgmt)	2016Q1	$417.59	+17.6%	$275.3M
Ken Fisher (Fisher Asset Mgmt)	2024Q1	$424.17	+15.8%	$300K
Norges Bank (Norway SWF)	2016Q1	$12256.60	-96.0%	$61.7M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions4

Norges Bank (Norway SWF)
+125,710
$50.7M
Steve Cohen (Point72)
+60,244
$24.3M
Lee Ainslie (Maverick Capital)
+11,023
$4.4M
Two Sigma Investments
+2,241
$904K

Added to5

AQR Capital Management
+304,354
$122.8M
D.E. Shaw & Co.
+211,392
$85.3M
Ray Dalio (Bridgewater Associates)
+2,821
$1.1M
Ken Fisher (Fisher Asset Mgmt)
+4
$2K
T. Rowe Price
+203
$82

Trimmed4

Izzy Englander (Millennium Mgmt)
−175,320
$70.7M
Ken Griffin (Citadel Advisors)
−76,728
$31.0M
Renaissance Technologies
−46,220
$18.7M
Wellington Management
−1,264
$510K

Exited0

—

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	13	4,032,458	$32.17B	—
2022Q2	13	4,128,371	$35.64B	—
2022Q3	18	4,153,820	$1.14B	+5
2022Q4	17	4,367,895	$1.22B	-1
2023Q1	18	4,215,508	$1.09B	+1
2023Q2	15	3,962,386	$1.23B	-3
2023Q3	15	3,458,314	$1.18B	—
2023Q4	11	3,335,529	$1.19B	-4
2024Q1	13	3,107,294	$1.30B	+2
2024Q2	15	2,956,528	$1.39B	+2
2024Q3	18	1,211,601	$597.2M	+3
2024Q4	16	1,158,773	$581.0M	-2
2025Q1	11	1,063,916	$499.6M	-5
2025Q2	13	1,783,451	$725.5M	+2
2025Q3	13	1,473,571	$572.1M	—
2025Q4	21	1,898,031	$765.9M	+8

Who owns MUSA

21 super-investors · 2025Q4

Tracked stake

1.90M

Combined value

$766M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New8Added7Trim6

#	Manager	Shares	Value	% of book	Last action
1	Izzy Englander Millennium Mgmt	560.6K	$226M	0.1%	Trim−175.3K
2	AQR Capital Management	507.4K	$205M	0.1%	Added+304.4K
3	Renaissance Technologies	270.1K	$109M	0.2%	Trim−46.2K
4	D.E. Shaw & Co.	255.2K	$103M	0.1%	Added+211.4K
5	Norges Bank Norway SWF	125.7K	$51M	0.0%	New+125.7K
6	Steve Cohen Point72	60.2K	$24M	0.0%	New+60.2K
7	Ken Griffin Citadel Advisors	33.4K	$13M	0.0%	Trim−76.7K
8	Ken Griffin Citadel Advisors	17.6K	$7M	0.0%	Trim−76.7K
9	T. Rowe Price	14.9K	$6M	0.0%	Added+203
10	Lee Ainslie Maverick Capital	11.0K	$4M	0.0%	New+11.0K
11	Ray Dalio Bridgewater Associates	10.0K	$4M	0.0%	Added+2.8K
12	Ken Griffin Citadel Advisors	9.2K	$4M	0.0%	Trim−76.7K
13	Wellington Management	9.1K	$4M	0.0%	Trim−1.3K
14	Steve Cohen Point72	2.9K	$1M	0.0%	New+60.2K
15	Two Sigma Investments	2.2K	$904K	0.0%	New+2.2K
16	Steve Cohen Point72	2.1K	$847K	0.0%	New+60.2K
17	D.E. Shaw & Co.	2.0K	$807K	0.0%	Added+211.4K
18	Two Sigma Investments	1.5K	$605K	0.0%	New+2.2K
19	D.E. Shaw & Co.	1.2K	$484K	0.0%	Added+211.4K
20	Two Sigma Investments	900	$363K	0.0%	New+2.2K
21	Ken Fisher Fisher Asset Mgmt	611	$247K	0.0%	Added+4

Recent moves

20 transactions

TRIMWellington Management
−1,264 · 2025Q4
ADDD.E. Shaw & Co.
+211,392 · 2025Q4
NEWSteve Cohen (Point72)
+60,244 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−175,320 · 2025Q4
ADDAQR Capital Management
+304,354 · 2025Q4
ADDT. Rowe Price
+203 · 2025Q4
TRIMKen Griffin (Citadel Advisors)
−76,728 · 2025Q4
NEWTwo Sigma Investments
+2,241 · 2025Q4
NEWLee Ainslie (Maverick Capital)
+11,023 · 2025Q4
ADDRay Dalio (Bridgewater Associates)
+2,821 · 2025Q4
TRIMRenaissance Technologies
−46,220 · 2025Q4
NEWNorges Bank (Norway SWF)
+125,710 · 2025Q4
ADDKen Fisher (Fisher Asset Mgmt)
+4 · 2025Q4
SOLDPaul Tudor Jones (Tudor Investment)
−25,553 · 2025Q3
ADDAQR Capital Management
+80,702 · 2025Q3
TRIMIzzy Englander (Millennium Mgmt)
−109,848 · 2025Q3
TRIMD.E. Shaw & Co.
−34,522 · 2025Q3
TRIMT. Rowe Price
−54,733 · 2025Q3
ADDWellington Management
+417 · 2025Q3
NEWRay Dalio (Bridgewater Associates)
+7,195 · 2025Q3

Embed this chart

Paste this iframe anywhere to embed the live MUSA chart.

<iframe src="https://openstocks.me/embed/stocks/MUSA" width="100%" height="480" frameborder="0" loading="lazy" title="MUSA chart by OpenStocks" style="border:0;border-radius:12px;background:transparent"></iframe>

Preview: https://openstocks.me/embed/stocks/MUSA

Explore related topics