Murphy USA Inc.· MUSA

🇺🇸 US · MidSP400NYSE

Consumer Cyclical Specialty Retail Website

Price: $508.14
Day: -0.17%
Mkt Cap: $9.39B
52W Range: $349.83 – $636.05
Volume: 221.3K
Beta: 0.25

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.3 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 626 institutions hold; 312 added, 196 reduced
Insiders Q3 2026: no purchases, 2 sales ($604.8K)

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Murphy USA Inc.

MUSA|Consumer Cyclical|Specialty Retail

Current price: $508

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.1x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

2 sellers

vs 2.8 avg per quarter

Institutional net breadth · Q2 2026

+182

433 adding vs 251 reducing

Institutional ownership · Q2 2026

84.1%

626 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

1.7M

+1.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

776.2K

+7.0%

VANGUARD CAPITAL MANAGEMENT LLC

752.8K

+0.7%

FMR LLC

707.7K

-51.5%

BOSTON PARTNERS

561.2K

+5.0%

STATE STREET CORP

557.9K

+0.7%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

158

76 buying158 unchanged97 selling

331 funds held MUSA in Q2 2026, holding 8.0M shares between them, down 5.7% on the quarter.

Largest fund holders

SPDR SERIES TRUST124.2K sh

ETF Series Solutions22.4K sh

NATIONWIDE MUTUAL FUNDS20.9K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · May 4

MURPHY ROBERT MADISON

$15.5M

Sale · Nov 20

Clyde R Andrew

$9.4M

Sale · May 4

MURPHY ROBERT MADISON

$9.3M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore MUSA on stockoscope.com→

Generated September 23, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

MUSA Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.3/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+32

Fund Flow

10% weight

-25

Overall Smart Money sentiment of 3.3/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 22, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for MUSA

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

2 sales totaling $604.8K (1.1K shares)

Share volume is well below the historical pace (0.1x average), insiders are holding more

Buying seen in 2 of 15 quarters

0.1x

Selling pace

quarter in progress, filings still arriving

0.07%

Stake sold

of active insiders' holdings

2 sellers

Seller breadth

vs 2.8 avg per quarter

Q3 2025

Last insider purchase

buying in 2 of 16 quarters

Notable Recent Transactions, MUSA

Top 8 highest-value insider trades from the last 8 quarters

MURPHY ROBERT MADISON

Director

Sell

26,000 shares at $597.00

≈6.8% of their stake at the time

May 4, 2026$15.52M

Clyde R Andrew

CEO

Sell

24,733 shares at $381.33

≈15.9% of their stake at the time

Nov 20, 2025$9.43M

MURPHY ROBERT MADISON

Director

Sell

15,500 shares at $596.90

≈4.3% of their stake at the time

May 4, 2026$9.25M

Clyde R Andrew

CEO

Sell

16,250 shares at $381.33

≈21.5% of their stake at the time

Nov 20, 2025$6.20M

CHUMLEY ROBERT J

SVP Innovation

Sell

5,038 shares at $420.00

≈45.6% of their stake at the time

Mar 5, 2026$2.12M

Bacon Renee M

SVP, Sales & Ops & CMO

Sell

3,545 shares at $519.90

≈37.4% of their stake at the time

Nov 8, 2024$1.84M

MURPHY ROBERT MADISON

Director

Buy

5,000 shares at $367.01

≈1.3% of their stake after buying

Aug 5, 2025$1.84M

West Malynda K

CEO

Sell

3,967 shares at $450.00

≈3.3% of their stake at the time

Feb 4, 2026$1.79M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for MUSA

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

84.1% institutional ownership

Moderate accumulation: 433 adding vs 251 reducing

13F shares decreased by 0.9%, a modest change

Momentum improving from prior quarter

+182

Net breadth

433 adding vs 251 reducing

Accumulating

1.73

Add / reduce ratio

in Q2 2026

+66

New − closed

121 initiated, 55 exited

9 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+433 growing-251 shrinkingNet: +182

121

312

196

New (121)

Increased (312)

Reduced (196)

Closed (55)

Top Institutional Holders, MUSA

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

1.7M

$915.7M

Ownership

9.22%

+1.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

776.2K

$418.3M

Ownership

4.21%

+7.0%

VANGUARD CAPITAL MANAGEMENT LLC

752.8K

$405.7M

Ownership

4.08%

+0.7%

FMR LLC

707.7K

$381.3M

Ownership

3.84%

-51.5%

BOSTON PARTNERS

561.2K

$303.0M

Ownership

3.04%

+5.0%

STATE STREET CORP

557.9K

$300.6M

Ownership

3.03%

+0.7%

STATE STREET CORP

557.9K

$300.6M

Ownership

3.01%

+0.2%

GEODE CAPITAL MANAGEMENT, LLC

480.8K

$259.1M

Ownership

2.61%

+28.4%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 331 ETFs and mutual funds reporting

76 buying97 sellingNet: -21

158

Buying (76)

Unchanged (158)

Selling (97)

In total, funds bought 502.9K shares and sold 957.4K this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bearish Signal

Funds distributing in Q2 2026

331 ETFs and mutual funds reporting

97 funds selling vs 76 buying

Top Fund Holders, MUSA

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

124.2K

Weight

0.61%

Jul 31, 2026No change

ETF Series Solutions

22.4K

Weight

72.54%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

20.9K

Weight

0.00%

Jul 31, 2026Increased

FORUM FUNDS

1.7K

Weight

8.18%

Jul 31, 2026No change

Vanguard Montgomery Funds

1.3K

Weight

0.99%

Jun 30, 2026Decreased

Manager Directed Portfolios

1.3K

Weight

0.00%

Jun 30, 2026No change

Gabelli Global Small & Mid Cap Value Trust

1.2K

Weight

0.48%

Jun 30, 2026No change

MML Series Investment Fund II

1.2K

Weight

0.01%

Jun 30, 2026Decreased

Murphy USA Inc.· MUSA

Holdings Analysis

Insider Trading Activity

1.3Transaction History65Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings149Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History65Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings149Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights