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Heartland Advisors’s Murphy USA MUSA Stock Holding History

Heartland Advisors’s Portfolio MUSA Stock Details MUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.56M Sell
17,732
-6,317
-26% -$3.43M 0.43% 89
2026
Q1 		$11.9M Buy
+24,049
New +$10.3M 0.61% 49
2017
Q2 		– Sell
-3,561
Closed -$261K – 204
2017
Q1 		$261K Buy
3,561
+59
+2% +$3.89K 0.02% 199
2016
Q4 		$215K Buy
+3,502
New +$236K 0.01% 197
2016
Q3 		– Sell
-85,433
Closed -$6.34M – 206
2016
Q2 		$6.34M Sell
85,433
-23,896
-22% -$1.56M 0.36% 113
2016
Q1 		$6.72M Sell
109,329
-11,308
-9% -$696K 0.35% 108
2015
Q4 		$7.33M Sell
120,637
-12,133
-9% -$725K 0.29% 114
2015
Q3 		$7.3M Sell
132,770
-786
-0.6% -$41.8K 0.27% 118
2015
Q2 		$7.46M Sell
133,556
-60,557
-31% -$3.8M 0.21% 134
2015
Q1 		$14M Sell
194,113
-519,151
-73% -$36.5M 0.35% 97
2014
Q4 		$49.1M Sell
713,264
-201,591
-22% -$12M 0.97% 30
2014
Q3 		$48.5M Sell
914,855
-15,733
-2% -$814K 0.94% 25
2014
Q2 		$45.5M Buy
930,588
+391,314
+73% +$18.1M 0.79% 35
2014
Q1 		$21.9M Buy
+539,274
New +$21.8M 0.38% 96

Other funds holding MUSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Heartland Advisors's MUSA Position: Q2 2026 in Review

Heartland Advisors reduced its Murphy USA (MUSA) stake by 26% in Q2 2026, selling an estimated $3.43M and leaving 17,732 shares worth $9.56M. The position accounts for 0.43% of the portfolio, ranked #89.

Heartland Advisors first reported a position in MUSA in Q1 2014 and has held it in 14 quarters since. The position peaked at $49.1M in Q4 2014. 604 funds tracked by Wall St. Rank hold MUSA as of Q2 2026.

  • Heartland Advisors held 17,732 shares of Murphy USA worth $9.56M as of Q2 2026.
  • Heartland Advisors sold 6,317 Murphy USA shares in Q2 2026, an estimated $3.43M.
  • Murphy USA made up 0.43% of Heartland Advisors's portfolio in Q2 2026, its #89 holding.
  • Heartland Advisors first reported a position in Murphy USA in Q1 2014 and has held it in 14 quarters since.
  • Heartland Advisors's Murphy USA position peaked at $49.1M in Q4 2014.
  • 604 funds tracked by Wall St. Rank held Murphy USA as of Q2 2026.

Based on Heartland Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.