Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MPLX LP (MPLX)

604 + Investors. Track Smart Money conviction in MPLX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +43
Streak
1Q ▲
Buyers last Q
64%

Smart Money Signals — MPLX

Based on 593 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MPLX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
593 hedge funds hold MPLX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+83 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 64% buying

310 buying175 selling
Last quarter: 310 funds were net buyers (82 opened a brand new position + 228 added to an existing one). Only 175 were sellers (136 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+31 vs last Q)

new funds entering per quarter
Funds opening a new MPLX position: 72 → 63 → 51 → 82. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 25% medium ■ 19% new
328 out of 593 hedge funds have held MPLX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~82 new funds/quarter

56 → 72 → 63 → 51 → 82 new funds/Q
New funds entering each quarter: 72 → 63 → 51 → 82. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 16% 1-2yr ■ 26% new
Of 604 current holders: 349 (58%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
22 of 593 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: MPLX

How many hedge funds hold MPLX — quarterly history vs. share price
Quarterly hedge fund ownership of MPLX vs. share price

Market Analysis: MPLX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MPLX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

60 top-rated funds 15 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: MPLX
2026 Q1 Stats Unlock in 9 days 604 + Investors

Track Smart Money conviction in MPLX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 604 561 7.66%
13F Shares 183M 213M -14.21%
Total Value $9.75B $10.64B -8.34%
New Positions 83 51 +32
Increased Positions 235 241 -6
Closed Positions 41 51 -10
Reduced Positions 149 130 +19
Total Calls 6 7 -14.29%
Total Puts 6 7 -14.29%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: MPLX

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

604 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MPLX. Verified SEC 13F-HR filings.

Top 25 institutional holders of MPLX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Heronetta Management, L.P. 16.88% 324,039 $18.5M
2 Fractal Investments LLC 13.85% 2,051,301 $117.1M
3 CHICKASAW CAPITAL MANAGEMENT LLC 10.54% 5,222,687 $298K
4 WALNUT PRIVATE EQUITY PARTNERS, LLC 8.39% 266,500 $15.2M
5 Amplify Investments, LLC 7.50% 7,327 $418K
6 Belfer Management LLC 7.47% 7,829 $447K
7 ALPS ADVISORS INC 7.27% 27,070,962 $1.54B
8 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 5.25% 1,859,100 $106.1M
9 MILLER HOWARD INVESTMENTS INC /NY 3.49% 2,239,694 $127.8M
10 TrueMark Investments, LLC 2.58% 231,817 $13.2M
11 Kercheville Advisors, LLC 2.47% 135,336 $7.7M
12 ELCO Management Co., LLC 2.25% 82,237 $4.7M
13 Oxbow Advisors, LLC 2.11% 434,012 $24.8M
14 GraniteShares Advisors LLC 1.86% 45,223 $2.6M
15 Northside Capital Management, LLC 1.81% 362,108 $20.7M
16 SL ADVISORS, LLC 1.66% 17,229 $983K
17 Barnett & Company, Inc. 1.65% 37,247 $2.1M
18 Pinnacle Holdings, LLC 1.47% 79,676 $4.5M
19 Adams Asset Advisors, LLC 1.38% 216,096 $12.3M
20 Gilman Hill Asset Management, LLC 1.33% 154,975 $8.8M
21 OUTFITTERS FINANCIAL LLC 1.24% 27,972 $1.6M
22 Samalin Investment Counsel, LLC 1.18% 58,237 $3.3M
23 Applied Capital LLC/FL 1.16% 42,930 $2.5M
24 Argyle Capital Partners, LLC 1.11% 27,077 $1.5M
25 C2C Wealth Management, LLC 1.08% 22,321 $1.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — MPLX LP (MPLX)

What does the Smart Money Trend signal show for MPLX?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MPLX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MPLX?

More buyers than sellers — 64% buying: Last quarter: 310 funds were net buyers (82 opened a brand new position + 228 added to an existing one). Only 175 were sellers (136 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MPLX holders?

Strong quality — 33% AUM from major funds: 22 of 593 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MPLX?

55% of holders stayed for 2+ years: 328 out of 593 hedge funds have held MPLX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.