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

MUSA ranks #932 out of 37696 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.

Gateway Investment Advisers LLC has added to its MUSA position for two straight quarters, increasing it by $1.8M to reach $2.1M today.

Horrell Capital Management, Inc. has trimmed its MUSA position for two straight quarters, cutting it by $1.3M while still holding $9.7M.

MUSA is up 0.5% today, and institutions have been net buyers of $3.4B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

MUSA posted net income of $617.2M over the trailing twelve months, and currently trades at a P/E of 17.3.

• 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