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MUSA · HD in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

MUSAHD
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • MUSA
  • HD
0204060202120222023202420252026
Holders and value by quarter
QuarterMUSAHD
Q3 202010 holders, $397m34 holders, $35.3bn
Q4 20208 holders, $241m35 holders, $33.8bn
Q1 20219 holders, $262m28 holders, $38.9bn
Q2 20218 holders, $185m23 holders, $40.0bn
Q3 20217 holders, $172m19 holders, $40.3bn
Q4 202110 holders, $221m28 holders, $49.9bn
Q1 202214 holders, $268m38 holders, $33.3bn
Q2 202214 holders, $490m36 holders, $29.9bn
Q3 202216 holders, $636m33 holders, $29.8bn
Q4 202215 holders, $645m24 holders, $33.3bn
Q1 202315 holders, $533m25 holders, $31.2bn
Q2 202312 holders, $563m31 holders, $32.5bn
Q3 20239 holders, $744m37 holders, $31.3bn
Q4 202311 holders, $841m30 holders, $34.1bn
Q1 202410 holders, $1.1bn31 holders, $36.5bn
Q2 20249 holders, $1.5bn34 holders, $29.2bn
Q3 202412 holders, $1.7bn37 holders, $34.4bn
Q4 20249 holders, $1.6bn42 holders, $31.7bn
Q1 202513 holders, $1.7bn36 holders, $27.8bn
Q2 202510 holders, $782m40 holders, $28.8bn
Q3 202510 holders, $700m36 holders, $33.0bn
Q4 202511 holders, $1.4bn38 holders, $28.9bn
Q1 202611 holders, $1.3bn35 holders, $30.6bn
Q2 202611 holders, $982m31 holders, $34.8bn
MUSA

Murphy USA Inc

Holders
10
Reported value
$700m
Buyers
5
Sellers
5

Breadth 0 among 95 comparable managers.

Consumer discretionary
HD

Home Depot Inc

Holders
36
Reported value
$33.0bn
Buyers
13
Sellers
26

Breadth -13 among 95 comparable managers.

Consumer discretionary

Who holds both, Q3 2025

Among the 40 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MUSA (4)

Holocene Advisors LP, Quantbot Technologies LP, Renaissance Technologies LLC, Voloridge Investment Management LLC

Only HD (30)

Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Point72 Asset Management LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, and 5 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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