MUSANYSERetail-Auto Dealers & Gasoline StationsFiscal year ends December 31
Murphy USA Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$542.74−4.93 (-0.90%)
Close on Oct 19, 2026
- Market cap
- $10.07B
- P/E (TTM)
- 16.5
- Dividend yield
- 0.40%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
83.5%
15M of 18M shares
Institutional holders
604
120 new, 49 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 21 sales
Net sold $53.12M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 1,998,637 | 9.40% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MUSA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,699,360 | 9.25% | $915.73M | +18,678 | 0.01% |
| Vanguard Portfolio Management LLC | 776,170 | 4.22% | $418.25M | +47,728 | 0.02% |
| Vanguard Capital Management LLC | 752,803 | 4.10% | $405.66M | +1,989 | 0.01% |
| FMR LLC | 707,663 | 3.85% | $381.34M | −758,130 | 0.02% |
| Boston Partners | 561,246 | 3.05% | $303.01M | +24,341 | 0.27% |
| State Street Corp | 557,928 | 3.04% | $300.61M | +1,215 | 0.01% |
| Geode Capital Management, LLC | 480,805 | 2.62% | $259.15M | +104,788 | 0.01% |
| Huntington National Bank | 414,719 | 2.26% | $223.48M | +1 | 1.09% |
| Renaissance Technologies LLC | 340,182 | 1.85% | $183.31M | +108,320 | 0.25% |
| Aqr Capital Management LLC | 304,067 | 1.65% | $161.35M | −11,851 | 0.06% |
| Dimensional Fund Advisors LP | 302,862 | 1.65% | $163.20M | +5,556 | 0.03% |
| Alliancebernstein L.P. | 292,024 | 1.59% | $144.25M | +107,861 | 0.05% |
| Norges Bank | 275,214 | 1.50% | $148.30M | New | 0.01% |
| Clearbridge Investments, LLC | 263,095 | 1.43% | $141.77M | −6,080 | 0.12% |
| Barclays PLC | 262,887 | 1.43% | $141.66M | −269,546 | 0.03% |
| Marshall Wace, Llp | 245,820 | 1.34% | $132.47M | +41,291 | 0.10% |
| Morgan Stanley | 228,742 | 1.24% | $123.26M | +18,130 | 0.01% |
| Fuller & Thaler Asset Management, Inc. | 212,229 | 1.15% | $114.36M | +80,640 | 0.31% |
| Squarepoint Ops LLC | 187,342 | 1.02% | $100.95M | +161,748 | 0.11% |
| Invesco Ltd. | 170,266 | 0.93% | $91.75M | +101,143 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 604 | 15M | 83.5% | 120 / 192 | 190 / 49 | 3M | 3M |
| Q1 2026 | 542 | 16M | 85.1% | 93 / 164 | 191 / 72 | 4M | 3M |
| Q4 2025 | 532 | 16M | 89.4% | 93 / 155 | 206 / 61 | 2M | 2M |
| Q3 2025 | 505 | 16M | 89.4% | 74 / 170 | 171 / 58 | 2M | 2M |
| Q2 2025 | 495 | 16M | 89.6% | 75 / 154 | 176 / 89 | 2M | 3M |
| Q1 2025 | 515 | 17M | 92.6% | 65 / 181 | 169 / 61 | 2M | 1M |
| Q4 2024 | 517 | 17M | 90.2% | 67 / 159 | 193 / 49 | 1M | 2M |
| Q3 2024 | 506 | 17M | 95.0% | 77 / 163 | 169 / 46 | 3M | 1M |
| Q2 2024 | 479 | 17M | 92.5% | 57 / 139 | 195 / 54 | 2M | 2M |
| Q1 2024 | 479 | 18M | 97.8% | 84 / 135 | 165 / 41 | 2M | 1M |
| Q4 2023 | 437 | 17M | 94.7% | 66 / 139 | 159 / 46 | 2M | 2M |
| Q3 2023 | 423 | 18M | 96.0% | 81 / 117 | 163 / 43 | 2M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MUSA | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 575,212 | 3.13% | $309.96M | 0.25% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 527,264 | 2.87% | $284.13M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 381,358 | 2.07% | $205.50M | 0.11% | Jun 30, 2026 |
| Disciplined Value Mid Cap Fund | 309,158 | 1.68% | $166.60M | 0.72% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 241,504 | 1.31% | $130.14M | 0.19% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 201,962 | 1.10% | $108.83M | 0.86% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 192,754 | 1.05% | $103.87M | 0.11% | Jun 30, 2026 |
| Recurrent MLP & Energy Infrastructure Fund | 133,659 | 0.73% | $81.23M | 4.92% | Jul 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 116,891 | 0.64% | $59.15M | 0.02% | May 31, 2026 |
| Invesco S&P MidCap Quality ETF | 105,669 | 0.57% | $64.22M | 1.18% | Jul 31, 2026 |
| ClearBridge Value Fund | 100,000 | 0.54% | $60.78M | 1.43% | Jul 31, 2026 |
| iShares Russell Mid-Cap Growth ETF | 98,378 | 0.54% | $53.01M | 0.25% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 87,149 | 0.47% | $44.10M | 0.10% | May 31, 2026 |
| PIMCO RAE US Small Fund | 86,471 | 0.47% | $46.60M | 1.23% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | 85,097 | 0.46% | $45.86M | 0.25% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Malynda K. West | President & CEO, Director | 123,175 | 0.67% | Feb 13, 2026 |
| R. Andrew Clyde | Chief Executive Officer, Director | 191,729 | 1.04% | Dec 10, 2025 |
| Eric J. Bartko | SVP & Chief Customer Officer | 252 | 0.00% | Sep 3, 2026 |
| Anish K. Shah | VP & Controller | 0 | – | Sep 3, 2026 |
| Renee M. Bacon | SVP, Chief Retail Officer | 3,083 | 0.02% | May 27, 2026 |
| Keith A. Emery | SVP, Chief Fuels Officer | 945 | 0.01% | May 18, 2026 |
| Scott G. Woodward | SVP, Chief Merchandising Off. | 4,416 | 0.02% | May 6, 2026 |
| Donald R. Smith Jr | SVP, CFO & Treasurer | 22,379 | 0.12% | Apr 7, 2026 |
| Robert J. Chumley | SVP Innovation | 6,008 | 0.03% | Mar 9, 2026 |
| Christopher A. Click | EVP, Strategy, Growth & Innova | 5,760 | 0.03% | Feb 13, 2026 |
| James McPhail | SVP Asset Development | 0 | – | Feb 13, 2026 |
| Blake Segal | SVP, QuickChek | 2,322 | 0.01% | Feb 14, 2025 |
| Charles Galagher Jeff | EVP, Chief Financial Officer | – | – | Feb 14, 2025 |
| Rosemary Turner | Director | 449 | 0.00% | Aug 20, 2026 |
| James W. Keyes | Director | 13,366 | 0.07% | Aug 13, 2026 |
| Claiborne P. Deming | Director | 663,774 | 3.61% | Jul 1, 2026 |
| David B. Miller | Director | 46,061 | 0.25% | Jul 1, 2026 |
| Jeanne Linder Phillips | Director | 1,543 | 0.01% | Jul 1, 2026 |
| Jack T. Taylor | Director | 22,404 | 0.12% | Jul 1, 2026 |
| Diane N. Landen | Director | 137,881 | 0.75% | Jun 9, 2026 |
| Robert Madison Murphy | Director | 385,899 | 2.10% | May 6, 2026 |
| David C. Haley | Director | 1,244 | 0.01% | Feb 17, 2026 |
| Michael G. Kulp | Director | 0 | – | Feb 17, 2026 |
| David Goebel | Director | 1,796 | 0.01% | Feb 17, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Eric J. Bartko SVP & Chief Customer Officer | Sep 3, 2026 | Sale | −100 | $523.60 | $52.36K | 252 |
| Rosemary Turner Director | Aug 20, 2026 | Sale | −966 | $571.88 | $552.44K | 449 |
| Rosemary Turner Director | Aug 17, 2026 | Option exercise | +449 | – | – | 1,415 |
| Rosemary Turner Director | Aug 17, 2026 | Option exercise | +617 | – | – | 966 |
| James W. Keyes Director | Aug 11, 2026 | Gift | −2,000 | – | – | 13,366 |
| Diane N. Landen Director | Jun 5, 2026 | Sale | −3,000 | $547.25 | $1.64M | 53,841 |
| Diane N. Landen Director | Jun 5, 2026 | Gift | −3,000 | – | – | 50,841 |
| James W. Keyes Director | Jun 1, 2026 | Sale | −2,339 | $511.00 | $1.20M | 15,366 |
| Renee M. Bacon SVP, Chief Retail Officer | May 27, 2026 | Sale(10b5-1 plan) | −1,050 | $529.44 | $555.91K | 3,083 |
| Renee M. Bacon SVP, Chief Retail Officer | May 26, 2026 | Option exercise | +2,600 | – | – | 5,683 |
| Renee M. Bacon SVP, Chief Retail Officer | May 26, 2026 | Tax withholding | −1,550 | $542.74 | $841.25K | 4,133 |
| Keith A. Emery SVP, Chief Fuels Officer | May 15, 2026 | Option exercise | +700 | – | – | 945 |
| Keith A. Emery SVP, Chief Fuels Officer | May 15, 2026 | Option exercise | +500 | – | – | 500 |
| Keith A. Emery SVP, Chief Fuels Officer | May 15, 2026 | Tax withholding | −255 | $576.20 | $146.93K | 245 |
| Keith A. Emery SVP, Chief Fuels Officer | May 15, 2026 | Sale | −517 | $574.49 | $297.01K | 0 |
| Keith A. Emery SVP, Chief Fuels Officer | May 15, 2026 | Tax withholding | −428 | $576.20 | $246.61K | 517 |
| Scott G. Woodward SVP, Chief Merchandising Off. | May 5, 2026 | Tax withholding | −240 | $592.81 | $142.27K | 586 |
| Scott G. Woodward SVP, Chief Merchandising Off. | May 5, 2026 | Option exercise | +350 | – | – | 826 |
| Scott G. Woodward SVP, Chief Merchandising Off. | May 5, 2026 | Sale | −158 | $600.50 | $94.88K | 476 |
| Scott G. Woodward SVP, Chief Merchandising Off. | May 5, 2026 | Tax withholding | −202 | $592.81 | $119.75K | 634 |
| Scott G. Woodward SVP, Chief Merchandising Off. | May 5, 2026 | Option exercise | +250 | – | – | 836 |
| Robert Madison Murphy Director | May 4, 2026 | Sale | −15,500 | $596.90 | $9.25M | 342,212 |
| Robert Madison Murphy Director | May 4, 2026 | Sale | −26,000 | $597.00 | $15.52M | 357,712 |
| Scott G. Woodward SVP Merchandising | Mar 5, 2026 | Sale | −136.64 | $422.44 | $57.72K | 0 |
| Robert J. Chumley SVP Innovation | Mar 5, 2026 | Sale | −5,038 | $420.00 | $2.12M | 6,008 |
| Keith A. Emery SVP Fuels | Feb 26, 2026 | Sale | −899 | $382.53 | $343.89K | 0 |
| Jeanne Linder Phillips Director | Feb 24, 2026 | Sale | −1,155 | $395.19 | $456.44K | 1,543 |
| Renee M. Bacon SVP, Sales & Operations | Feb 23, 2026 | Sale | −2,844 | $388.61 | $1.11M | 3,083 |
| Rosemary Turner Director | Feb 13, 2026 | Option exercise | +349 | – | – | 349 |
| David C. Haley Director | Feb 13, 2026 | Option exercise | +244 | – | – | 244 |
| James W. Keyes Director | Feb 13, 2026 | Option exercise | +349 | – | – | 17,705 |
| David Goebel Director | Feb 13, 2026 | Option exercise | +349 | – | – | 1,796 |
| Diane N. Landen Director | Feb 13, 2026 | Option exercise | +349 | – | – | 56,841 |
| Robert Madison Murphy Director | Feb 13, 2026 | Option exercise | +349 | – | – | 383,712 |
| Jeanne Linder Phillips Director | Feb 13, 2026 | Option exercise | +349 | – | – | 2,698 |
| Renee M. Bacon SVP, Sales & Operations | Feb 13, 2026 | Sale(10b5-1 plan) | −1,219 | $386.09 | $470.64K | 5,927 |
| Eric J. Bartko SVP & Chief Customer Officer | Feb 13, 2026 | Sale | −345 | $404.84 | $139.67K | 352 |
| Keith A. Emery SVP Fuels | Feb 11, 2026 | Option exercise | +838 | – | – | 1,267 |
| Keith A. Emery SVP Fuels | Feb 11, 2026 | Tax withholding | −368 | $363.36 | $133.72K | 899 |
| Renee M. Bacon SVP, Sales & Operations | Feb 11, 2026 | Option exercise | +2,011 | – | – | 7,938 |
| Renee M. Bacon SVP, Sales & Operations | Feb 11, 2026 | Tax withholding | −792 | $363.36 | $287.78K | 7,146 |
| Malynda K. West President & CEO, Director | Feb 11, 2026 | Option exercise | +4,191 | – | – | 122,300 |
| Malynda K. West President & CEO, Director | Feb 11, 2026 | Tax withholding | −1,813 | $363.36 | $658.77K | 120,487 |
| Eric J. Bartko SVP & Chief Customer Officer | Feb 11, 2026 | Option exercise | +502 | – | – | 925 |
| Eric J. Bartko SVP & Chief Customer Officer | Feb 11, 2026 | Tax withholding | −228 | $363.36 | $82.85K | 697 |
| Robert J. Chumley SVP Innovation | Feb 11, 2026 | Tax withholding | −798 | $363.36 | $289.96K | 11,046 |
| Robert J. Chumley SVP Innovation | Feb 11, 2026 | Option exercise | +1,843 | – | – | 11,844 |
| Donald R. Smith Jr Interim CFO; VP, CAO & Treas. | Feb 11, 2026 | Tax withholding | −435 | – | – | 21,817 |
| Donald R. Smith Jr Interim CFO; VP, CAO & Treas. | Feb 11, 2026 | Option exercise | +1,005 | – | – | 22,252 |
| Scott G. Woodward SVP Merchandising | Feb 11, 2026 | Tax withholding | −297 | $363.36 | $107.92K | 476 |
| Scott G. Woodward SVP Merchandising | Feb 11, 2026 | Option exercise | +669 | – | – | 773 |
| Christopher A. Click EVP, Strategy, Growth & Innova | Feb 11, 2026 | Tax withholding | −798 | $363.36 | $289.96K | 5,760 |
| Christopher A. Click EVP, Strategy, Growth & Innova | Feb 11, 2026 | Option exercise | +1,843 | – | – | 6,558 |
| Robert Madison Murphy Director | Feb 10, 2026 | Gift | −5,278 | – | – | 383,363 |
| Renee M. Bacon SVP, Sales & Operations | Feb 10, 2026 | Sale(10b5-1 plan) | −353 | $373.39 | $131.81K | 5,927 |
| Robert Madison Murphy Director | Feb 9, 2026 | Gift | −531 | – | – | 388,641 |
| Robert Madison Murphy Director | Feb 9, 2026 | Gift | +345 | – | – | 2,308 |
| Renee M. Bacon SVP, Sales & Operations | Feb 6, 2026 | Tax withholding | −256 | $397.42 | $101.74K | 6,280 |
| Renee M. Bacon SVP, Sales & Operations | Feb 6, 2026 | Option exercise | +609 | – | – | 6,536 |
| Eric J. Bartko SVP & Chief Customer Officer | Feb 6, 2026 | Tax withholding | −75 | $397.42 | $29.81K | 423 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Eric J. Bartko Officer | Sep 3, 2026 | 100 | $52.36K | Sep 3, 2026 | Restricted Stock Vesting |
| Turner Rosemary Member of Board of Directors | Aug 20, 2026 | 966 | $552.44K | Aug 20, 2026 | Vesting of restricted stock unit awards |
| N. Landen Diane Director | Jun 5, 2026 | 3,000 | $1.64M | Jun 5, 2026 | Director Compensation |
| James W. Keyes Director | Jun 1, 2026 | 2,339 | $1.20M | Jun 1, 2026 | Restricted Stock Vesting |
| Renee M. Bacon Officer | May 27, 2026 | 1,050 | $555.91K | May 27, 2026 | Stock Option Exercise |
| Christopher A. Click Former Officer | May 20, 2026 | 1,441 | $822.19K | May 20, 2026 | Restricted Stock Vesting |
| Keith A. Emery Officer | May 15, 2026 | 517 | $297.01K | May 15, 2026 | Stock Option Exercise |
| Scott G. Woodward Officer | May 5, 2026 | 158 | $94.88K | May 5, 2026 | Stock Option Exercise |
| Madison & Suzanne Murphy Trust UA Dtd 26Feb2016 The Director | May 4, 2026 | 15,500 | $9.25M | May 4, 2026 | Gift |
| Madison Murphy Robert Director | May 4, 2026 | 26,000 | $15.52M | May 4, 2026 | Transfer |
| Christopher A. Click Former Officer | May 1, 2026 | 972 | $568.99K | May 1, 2026 | Restricted Stock Vesting |
| Christopher A. Click Former Officer | Apr 23, 2026 | 475 | $248.84K | Apr 23, 2026 | Stock Option Exercise |
| Christopher A. Click Former Officer | Apr 21, 2026 | 805 | $410.79K | Apr 21, 2026 | Restricted Stock Vesting |
| R. Andrew Clyde Former Officer | Mar 30, 2026 | 10,000 | $5.01M | Mar 30, 2026 | Stock Option Exercise |
| Christopher A. Click Former Officer | Mar 27, 2026 | 1,196 | $596.86K | Mar 27, 2026 | Restricted Stock Vesting |