Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Mplx LP (MPLX)

641 + 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
↑ +28
Streak
2Q ▲
Buyers last Q
56%

Smart Money Signals — MPLX

Based on 647 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
647 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
+88 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.
🟡

Slight buying edge — 56% buying

305 buying238 selling
Last quarter: 305 funds bought or added vs 238 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~90 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 70 → 56 → 89 → 90. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 24% medium ■ 20% new
360 out of 647 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.
📈

Growing discovery — still being found

77 → 70 → 56 → 89 → 90 new funds/Q
New funds entering each quarter: 70 → 56 → 89 → 90. A growing number of institutions are discovering MPLX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 16% 1-2yr ■ 26% new
Of 654 current holders: 382 (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
32 of 647 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — MPLX

In 2026 Q1, 305 hedge funds were net buyers of MPLX (90 opened a new position, 215 added to an existing one), while 238 reduced or exited (176 trimmed, 62 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 33% of total institutional value in MPLX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +28 funds (more new holders than closures). Total institutional holders: 647.

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.

Is It Too Late to Buy Mplx LP (MPLX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MPLX has moved relative to its sector benchmark (XLE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
MPLX
-2.0%
XLE
-10.8%

MPLX outperformed XLE by +8.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
MPLX
+2.1%
XLE
-8.0%

Since the filing became public, MPLX outperformed XLE by +10.1% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

45 top-rated funds 23 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
6.7
/ 10
conviction
Hedge Fund Positioning: MPLX
641 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 641 619 3.55%
13F Shares 202M 183M 10.58%
Total Value $11.12B $9.76B 13.91%
New Positions 87 89 -2
Increased Positions 210 228 -18
Closed Positions 65 40 +25
Reduced Positions 174 136 +38
Total Calls 5 6 -16.67%
Total Puts 5 6 -16.67%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: MPLX

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Institutional Holders (2026 Q1)

641 + investors

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

QUARTER:
Top 25 MPLX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ppm America Inc/Il 29.98% 87,200 $5.0M
2 Heronetta Management, L.P. 16.88% 324,039 $18.5M
3 Fractal Investments LLC 13.85% 2,051,301 $117.1M
4 Walnut Private Equity Partners, LLC 8.39% 266,500 $15.2M
5 Tortoise Capital Advisors, L.L.C. 7.88% 13,260,584 $756.8M
6 Amplify Investments, LLC 7.50% 7,327 $418K
7 Belfer Management LLC 7.47% 7,829 $447K
8 Kayne Anderson Capital Advisors LP 7.47% 6,826,567 $389.6M
9 Alps Advisors Inc 7.27% 27,070,962 $1.54B
10 Longfellow Investment Management Co LLC 6.89% 579,453 $33.1M
11 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 5.25% 1,859,100 $106.1M
12 Energy Income Partners, LLC 4.74% 5,157,478 $294.3M
13 Brave Warrior Advisors, LLC 4.60% 3,253,524 $185.7M
14 Sovereign Investment Advisors, LLC 4.52% 373,955 $21.3M
15 IFG Advisory, LLC 4.31% 26,320 $1.5M
16 Infrastructure Capital Advisors, LLC 4.25% 1,068,251 $61.0M
17 Eagle Global Advisors LLC 3.71% 1,805,346 $103.0M
18 Objectivity Squared, LLC 3.64% 101,203 $5.8M
19 Miller Howard Investments Inc /Ny 3.49% 2,239,694 $127.8M
20 Blackstone Inc. 3.42% 15,350,683 $876.1M
21 RR Advisors, LLC 3.39% 214,194 $12.2M
22 Progeny 3, Inc. 3.10% 1,015,966 $58.0M
23 TrueMark Investments, LLC 2.58% 231,817 $13.2M
24 Basso Capital Management, L.P. 2.49% 71,200 $4.1M
25 Kercheville Advisors, LLC 2.47% 135,336 $7.7M
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Slight buying edge — 56% buying: Last quarter: 305 funds bought or added vs 238 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MPLX holders?

Strong quality — 33% AUM from major funds: 32 of 647 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?

56% of holders stayed for 2+ years: 360 out of 647 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.

Is it too late to buy Mplx LP (MPLX) following the 2026 Q1 hedge fund 13F filings?

As of today, MPLX has moved +2.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to -8.0% for the XLE sector ETF — an outperformance of +10.1%. Since the quarter end (March 31, 2026), MPLX has gained -2.0% vs -10.8% for XLE. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

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.

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