| 0.01% |
| 4 | FMR LLC | 708K | $381.3M | -51.7% | 3.831% | 0.02% |
| 5 | Boston Partners | 561K | $303.0M | +4.5% | 3.039% | 0.27% |
| 6 | STATE STREET CORP | 558K | $300.6M | +0.2% | 3.021% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 481K | $259.1M | +27.9% | 2.603% | 0.01% |
| 8 | HUNTINGTON NATIONAL BANK | 415K | $223.5M | 0.0% | 2.245% | 1.09% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 340K | $183.3M | +46.7% | 1.842% | 0.25% |
| 10 | DIMENSIONAL FUND ADVISORS LP | 303K | $163.2M | +1.9% | 1.640% | 0.03% |
| 11 | AQR CAPITAL MANAGEMENT LLC | 304K | $161.4M | -3.8% | 1.646% | 0.06% |
| 12 | NORGES BANK | 275K | $148.3M | — | 1.490% | 0.01% |
| 13 | ALLIANCEBERNSTEIN L.P. | 292K | $144.3M | +58.6% | 1.581% | 0.05% |
| 14 | Clearbridge Investments, LLC | 263K | $141.8M | -2.3% | 1.424% | 0.12% |
| 15 | BARCLAYS PLC | 263K | $141.7M | -50.6% | 1.423% | 0.03% |
| 16 | MARSHALL WACE, LLP | 246K | $132.5M | +20.2% | 1.331% | 0.10% |
| 17 | MORGAN STANLEY | 229K | $123.3M | +8.6% | 1.238% | 0.01% |
| 18 | FULLER & THALER ASSET MANAGEMENT, INC. | 212K | $114.4M | +61.3% | 1.149% | 0.31% |
| 19 | Squarepoint Ops LLC | 194K | $104.4M | +594.6% | 1.049% | 0.12% |
| 20 | JANE STREET GROUP, LLC | 191K | $102.8M | +852.5% | 1.033% | 0.01% |
| 21 | Invesco Ltd. | 170K | $91.8M | +146.3% | 0.922% | 0.01% |
| 22 | TWO SIGMA INVESTMENTS, LP | 168K | $90.3M | +148.2% | 0.908% | 0.07% |
| 23 | CITADEL ADVISORS LLC | 148K | $80.0M | -24.0% | 0.804% | 0.00% |
| 24 | Recurrent Investment Advisors LLC | 146K | $78.6M | +0.1% | 0.792% | 4.88% |
| 25 | Bank of New York Mellon Corp | 145K | $78.4M | -2.4% | 0.787% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MUSA — a direct measure of their conviction.
| 93.52% |
| +3.70 pp |
| $7.61B |
| 5.1% |
| Q4 2024 | 503 | +2.7% | 89.82% | 1.51 pp | $8.02B | +3.1% |
| Q3 2024 | 490 | — | 91.33% | — | $7.78B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
115 institutions opened new positions in MUSA during Q2 2026, while 49 fully exited. 376 added to existing positions and 106 trimmed.
MUSA institutional ownership fell by 1.64 percentage points quarter-over-quarter, with a net change of +66 holders.
The top 10 institutions account for 44.1% of all reported 13F value in MUSA, and the top 25 account for 65.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.