13FPulse
MU

MUSA MURPHY USA INC

2026Q2 · CUSIP 626755102 · Sector: Consumer

Piling in

Net holder growth ranks near the top of the market

Funds that own it
591
Institutions that reported holding it to the SEC
Net increase in holders
+51
Last quarter 540 → now 591
How unusual is that
Top 10%
Stronger buying than 95% of US stocks
What the filings say, in one paragraph

591 funds held MUSA at the end of 2026Q2, up 51 from the quarter before. That is stronger buying than 94.8% of US stocks — among the most piled-into names this quarter. On the business itself, the P/E is 15.9x, return on equity is 78.9%. MUSA has had 17 buying rushes in its history, and the price moved +0.4% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Consumer sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q4: holders=248 2014Q1: holders=240 2014Q2: holders=239 2014Q3: holders=240 2014Q4: holders=273 2015Q1: holders=284 2015Q2: holders=278 2015Q3: holders=261 2015Q4: holders=264 2016Q1: holders=273 2016Q2: holders=286 2016Q3: holders=286 2016Q4: holders=289 2017Q1: holders=286 2017Q2: holders=267 2017Q3: holders=251 2017Q4: holders=273 2018Q1: holders=274 2018Q2: holders=261 2018Q3: holders=286 2018Q4: holders=277 2019Q1: holders=271 2019Q2: holders=260 2019Q3: holders=266 2019Q4: holders=298 2020Q1: holders=271 2020Q2: holders=290 2020Q3: holders=306 2020Q4: holders=288 2021Q1: holders=300 2021Q2: holders=288 2021Q3: holders=300 2021Q4: holders=324 2022Q1: holders=349 2022Q2: holders=369 2022Q3: holders=403 2022Q4: holders=429 2023Q1: holders=381 2023Q2: holders=390 2023Q3: holders=422 2023Q4: holders=437 2024Q1: holders=481 2024Q2: holders=481 2024Q3: holders=506 2024Q4: holders=518 2025Q1: holders=512 2025Q2: holders=496 2025Q3: holders=506 2025Q4: holders=532 2026Q1: holders=540 2026Q2: holders=591 -51 -25.5 +0 +25.5 +51 215418621 13Q415Q216Q418Q219Q421Q222Q424Q225Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 17 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10%
2024Q3 Top 20% -4.0% -14.3%
2024Q1 Top 5% +2.1% +16.8%
2023Q3 Top 5% +2.8% +10.6%
2022Q4 Top 20% -7.4% +2.2%
2022Q3 Top 5% -8.0% -6.0%
2022Q2 Top 10% -3.1% -2.6%
2022Q1 Top 10% +3.7% +25.9%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
239
Change in large funds
+35
Total value they hold
$8.2B
Funds buying for the first time
117
Funds that sold out entirely
66
Price change that quarter
-7.9%
Funds holding puts (bearish)
7
Funds holding calls (bullish)
8

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
15.9
EPS (TTM)
$32.66
EPS YoY
+35.7%
Revenue (TTM)
Revenue YoY
Net margin
ROE
78.9%
Debt ratio
84.6%
FCF (TTM)
$542M
Dividend (TTM)
$2.43
Quarterly Revenue & EPS
2021-09-30: EPS 3.98 2021-12-31: EPS 4.14 2022-03-31: EPS 6.08 2022-06-30: EPS 7.53 2022-09-30: EPS 9.28 2022-12-31: EPS 5.21 2023-03-31: EPS 4.80 2023-06-30: EPS 6.02 2023-09-30: EPS 7.69 2023-12-31: EPS 6.98 2024-03-31: EPS 3.12 2024-06-30: EPS 6.92 2024-09-30: EPS 7.20 2024-12-31: EPS 6.87 2025-03-31: EPS 2.63 2025-06-30: EPS 7.36 2025-09-30: EPS 6.76 2025-12-31: EPS 7.35 2026-03-31: EPS 7.28 2026-06-30: EPS 11.27 0.00 6.20 12.40 20212022202320242025202606/26 EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 16 9 16 23 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-112M82M275M 20162017201820192020202120222023202420252026
Latest quarter $222M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.