undamentalytics Newsletter

Murphy USA Inc.: which funds bought and sold

Institutions that bought and sold Murphy USA shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 308 institutions that filed 13F reports for both quarters added to or opened positions in Murphy USA, and 237 cut or closed them. Together they sold a net 569K shares, −3.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 241K shares (−4.6%); index fund managers were net buyers of 174K shares (+3.9%). 116 opened a new position and 47 sold out entirely.

Bought, Q2 2026 308 institutions, 116 of them new holders Sold, Q2 2026 237 institutions, 47 of them sold out
Net change, all compared −569K shares (−3.6%)
Net change, active managers −241K shares (−4.6%), 40 bought, 36 sold

Buyers versus sellers

institutions compared, 647
Active managers and hedge funds 40 bought · 36 sold · −241K
Index fund managers 9 bought · 3 sold · +174K
Other institutions 259 bought · 198 sold · −502K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Jane Street Group, LLC +165K +14589.3% 166K $89.4M
Squarepoint Ops LLC Hedge fund +162K +632.0% 187K $101M
Qube Research & Technologies Ltd Hedge fund +131K New position 131K $70.8M
Price T Rowe Associates Inc Active manager +112K +670.3% 128K $69.1M
Artisan Partners Limited Partnership Active manager +109K New position 109K $58.8M
Renaissance Technologies LLC Hedge fund +108K +46.7% 340K $183M
Alliancebernstein L.P. Active manager +108K +58.6% 292K $144M
Geode Capital Management, LLC Index funds +105K +27.9% 481K $259M
Engineers Gate Manager LP Hedge fund +103K +21322.2% 103K $55.5M
Invesco Ltd. +101K +146.3% 170K $91.8M
Two Sigma Investments, LP Hedge fund +100K +148.2% 168K $90.3M
Fuller & Thaler Asset Management, Inc. +81K +61.3% 212K $114M
Wedge Capital Management L L P Active manager +67K New position 67K $36.2M
Los Angeles Capital Management LLC Active manager +58K +70342.2% 58K $31.5M
Man Group PLC Hedge fund +51K +127.8% 92K $49.3M
Capital Fund Management S.A. Hedge fund +50K New position 50K $27M
Eulav Asset Management +48K New position 48K $26.1M
Vanguard Portfolio Management LLC Index funds +48K +6.6% 776K $418M
Canada Pension Plan Investment Board +42K +234.8% 59K $32M
Marshall Wace, LLP Hedge fund +41K +20.2% 246K $132M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
FMR LLC Active manager −758K −51.7% 708K $381M
River Road Asset Management, LLC Active manager −289K −73.1% 106K $57.4M
Barclays PLC −270K −50.6% 263K $142M
Jpmorgan Chase & Co −172K −79.9% 43K $23.5M
Neuberger Berman Group LLC Active manager −126K −94.8% 6,915 $3.7M
Argent Capital Management LLC −119K −99.3% 803 $432,826
Raymond James Financial Inc −90K −57.6% 67K $35.9M
Encompass Capital Advisors LLC −90K Sold out 0 —
Baird Financial Group, Inc. −78K −74.6% 27K $14.4M
Envestnet Asset Management Inc −78K −59.9% 52K $28.1M
Fiera Capital Corp −60K −43.0% 80K $42.9M
Point72 Asset Management, L.P. Hedge fund −52K −80.0% 13K $7M
Citadel Advisors LLC Hedge fund −51K −31.8% 110K $59.5M
Schonfeld Strategic Advisors LLC Hedge fund −51K −97.4% 1,359 $732,323
Portolan Capital Management, LLC −48K Sold out 0 —
Interval Partners, LP Hedge fund −43K Sold out 0 —
Panagora Asset Management Inc Active manager −39K −82.4% 8,350 $4.5M
D. E. Shaw & Co., Inc. Hedge fund −38K −88.9% 4,680 $2.5M
Ameriprise Financial Inc −31K −35.7% 56K $29.9M
Bessemer Group Inc −29K −33.3% 58K $31.1M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Qube Research & Technologies LtdHedge fund 131K $70.8M
Artisan Partners Limited PartnershipActive manager 109K $58.8M
Wedge Capital Management L L PActive manager 67K $36.2M
Capital Fund Management S.A.Hedge fund 50K $27M
Eulav Asset Management 48K $26.1M
Assenagon Asset Management S.A. 20K $11M
Xtx Topco Ltd 13K $7.2M
Acadian Asset Management LLCActive manager 13K $7M
Convergence Investment Partners, LLC 11K $5.9M
Jefferies Financial Group Inc. 9,878 $5.3M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Encompass Capital Advisors LLC 90K $44.5M
Portolan Capital Management, LLC 48K $23.8M
Interval Partners, LPHedge fund 43K $21.3M
Sourcerock Group LLC 25K $12.3M
Mawer Investment Management Ltd.Active manager 6,044 $3M
Ruffer LLPActive manager 4,522 $2.2M
Ontario Teachers Pension Plan Board 4,325 $2.1M
Aventail Capital Group, LP 4,273 $2.1M
Viking Fund Management LLC 4,000 $2M
Summittx Capital, L.P. 3,958 $2M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
604
Ten largest holders
43.0%
of 13F-reported shares
Index fund managers
30.7%
of 13F-reported shares
Active managers and hedge funds
32.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 40 36 19 10 −241K −4.6%
Index fund managers 9 3 0 0 +174K +3.9%
Other institutions 259 198 97 37 −502K −8.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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