Murphy USA Inc (MUSA) Smart Money Holdings (13F, Q2 2026)

MUSA ranks #932 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

MUSA is a top-conviction position for Southernsun Asset Management, LLC — at 5.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in MUSA belongs to BlackRock, Inc., but the position matters far more to Southernsun Asset Management, LLC, who has 5.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Boston Partners has added to its MUSA position for two straight quarters, increasing it by $265.8M to reach $303.0M today.

River Road Asset Management, LLC has trimmed its MUSA position for two straight quarters, cutting it by $146.9M while still holding $57.4M.

MUSA is down 3% today, but institutions show net buying of $3.4B this quarter — a divergence between today's price move and the underlying institutional flow.

MUSA posted net income of $617.2M over the trailing twelve months, and currently trades at a P/E of 16.5.

• Profitable — net income of $617.2M over the trailing twelve months
• Net income improved year over year, from $490.5M to $617.2M
• Generated $813.9M in positive operating cash flow
• Current ratio of 0.80x — below the conventional 1.5x liquidity buffer
• Liabilities run 6.58x equity — a highly leveraged balance sheet worth noting