Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Mplx LP (MPLX)

632 + 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
↓ -11
Streak
1Q ▼
Buyers last Q
58%

Smart Money Signals — MPLX

Based on 637 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MPLX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
637 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 — +11% more funds vs a year ago

fund count last 6Q
+62 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

309 buying228 selling
Last quarter: 309 funds bought or added vs 228 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.
⚠️

Fewer new buyers each quarter (-26 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 56 → 90 → 90 → 64. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 22% medium ■ 19% new
370 out of 637 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 — ~64 new funds/quarter

71 → 56 → 90 → 90 → 64 new funds/Q
New funds entering each quarter: 56 → 90 → 90 → 64. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 24% newcomers

■ 61% veterans ■ 14% 1-2yr ■ 24% new
Entry-cohort mix of 646 holders: 396 (61%) are 2+ year veterans, 92 entered 1–2 years ago, and 158 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
35 of 635 holders rank in the top 100 by AUM, accounting for 37% 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.

Institutional Sentiment Summary — MPLX

In 2026 Q2, 309 hedge funds were net buyers of MPLX (64 opened a new position, 245 added to an existing one), while 228 reduced or exited (153 trimmed, 75 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 37% of total institutional value in MPLX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -11 funds (more exits than new entries). Total institutional holders: 637.

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

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

Loading signal freshness…
Smart Money Signal ?
Growing Institutional Interest

Quality funds are building positions — conviction is rising but not yet widespread.

33 top-rated funds 18 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
6.5
/ 10
conviction
Hedge Fund Positioning: MPLX
632 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 632 648 -2.47%
13F Shares 188M 203M -7.31%
Total Value $10.13B $11.13B -8.99%
New Positions 63 90 -27
Increased Positions 241 211 +30
Closed Positions 77 62 +15
Reduced Positions 147 174 -27
Total Calls 5 5 -
Total Puts 6 5 20.0%
PUT/CALL Ratio 1.2 1.0 Neutral

Statistics: MPLX

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Institutional Holders (2026 Q2)

632 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ppm America Inc/Il 32.61% 87,200 $4.9M
2 Heronetta Management, L.P. 16.76% 324,039 $18.3M
3 Fractal Investments LLC 10.84% 1,668,116 $94.0M
4 Walnut Private Equity Partners, LLC 8.46% 268,000 $15.7M
5 Alps Advisors Inc 7.55% 28,601,592 $1.61B
6 Belfer Management LLC 7.31% 7,829 $441K
7 Amplify Investments, LLC 6.71% 8,620 $486K
8 Longfellow Investment Management Co LLC 6.67% 579,453 $32.6M
9 Kayne Anderson Capital Advisors LP 6.48% 5,862,925 $330.3M
10 Tortoise Capital Advisors, L.L.C. 6.01% 10,500,469 $591.5M
11 Energy Income Partners, LLC 4.77% 5,380,295 $303.1M
12 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 4.07% 1,614,600 $91.0M
13 Sovereign Investment Advisors, LLC 3.95% 373,955 $21.1M
14 Brave Warrior Advisors, LLC 3.90% 3,180,534 $179.2M
15 RR Advisors, LLC 3.49% 214,194 $12.1M
16 Miller Howard Investments Inc /Ny 3.48% 2,325,809 $131.0M
17 Eagle Global Advisors LLC 3.35% 1,793,816 $101.0M
18 Objectivity Squared, LLC 3.27% 103,176 $5.8M
19 Infrastructure Capital Advisors, LLC 3.09% 936,785 $52.8M
20 Progeny 3, Inc. 2.95% 1,015,966 $57.2M
21 Opal Capital LLC 2.68% 266,131 $15.0M
22 Kercheville Advisors, LLC 2.36% 137,657 $7.8M
23 ELCO Management Co., LLC 2.06% 84,746 $4.8M
24 Oxbow Advisors, LLC 2.02% 440,557 $24.8M
25 Recurrent Investment Advisors LLC 1.90% 544,714 $30.7M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MPLX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MPLX?

Slight buying edge — 58% buying: Last quarter: 309 funds bought or added vs 228 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 — 37% AUM from major funds: 35 of 635 holders rank in the top 100 by AUM, accounting for 37% 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?

58% of holders stayed for 2+ years: 370 out of 637 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.

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