Vault-13

MPLX LP MPLX

COM UNIT REP LTD · MLP · CUSIP 55336V100

Public company in the United States

444 institutional holders +46 vs Q3 2023
234,643,189234.6m shares reported held*
$8.6bnreported value*
55 new 159 added 94 reduced 22 sold out net bought ≈ $157.1m (+4.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $36.73. Options: 14 managers hold calls ($147.9m notional), 12 hold puts ($46.8m).

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 342Q4 22: 358Q1 23: 380Q2 23: 370Q3 23: 398Q4 23: 444444Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 2022342
Q4 2022358
Q1 2023380
Q2 2023370
Q3 2023398
Q4 2023444

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q4 22: 156 bought or addedQ4 22: 138 cut or sold outQ4 22Q1 23: 172 bought or addedQ1 23: 112 cut or sold outQ1 23Q2 23: 143 bought or addedQ2 23: 138 cut or sold outQ2 23Q3 23: 180 bought or addedQ3 23: 115 cut or sold outQ3 23Q4 23: 214 bought or addedQ4 23: 116 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022156138
Q1 2023172112
Q2 2023143138
Q3 2023180115
Q4 2023214116

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100m$200m$300mQ1 23 calls: $211.0mQ1 23 puts: $35.9mQ1 23P/C 0.17Q2 23 calls: $140.5mQ2 23 puts: $28.8mQ2 23P/C 0.21Q3 23 calls: $186.0mQ3 23 puts: $79.5mQ3 23P/C 0.43Q4 23 calls: $147.9mQ4 23 puts: $46.8mQ4 23P/C 0.32
Numbers
QuarterCallsPutsP/C
Q1 2023$211.0m$35.9m0.17
Q2 2023$140.5m$28.8m0.21
Q3 2023$186.0m$79.5m0.43
Q4 2023$147.9m$46.8m0.32

Biggest buyers

JPMORGAN CHASE & CO Added +12,068,635+12.1m
MORGAN STANLEY Added +5,665,264+5.7m
NOMURA HOLDINGS INC New +1,831,500+1.8m
GOLDMAN SACHS GROUP INC Added +1,285,400+1.3m
Energy Income Partners, LLC Added +609,929+609.9k
CIBC Private Wealth Group LLC Added +574,737+574.7k
Amundi Added +566,899+566.9k
INFRASTRUCTURE CAPITAL ADVISORS, LLC Added +483,937+483.9k
ING GROEP NV Added +480,000+480.0k
APPALOOSA LP Added +477,675+477.7k

Biggest sellers

Blackstone Inc. Reduced -8,569,859-8.6m
ALPS ADVISORS INC Reduced -3,160,524-3.2m
BARCLAYS PLC Reduced -2,398,353-2.4m
NATIXIS Reduced -1,855,490-1.9m
BANK OF AMERICA CORP /DE/ Reduced -1,546,521-1.5m
Delphi Financial Group, Inc. Reduced -1,242,310-1.2m
BNP PARIBAS FINANCIAL MARKETS Reduced -764,528-764.5k
TORTOISE CAPITAL ADVISORS, L.L.C. Reduced -756,923-756.9k
Private Capital Advisors, Inc. Reduced -513,192-513.2k
TPG GP A, LLC Reduced -339,019-339.0k

Biggest calls

BANK OF AMERICA CORP /DE/ Added $40.0m1.1m shares
CITADEL ADVISORS LLC Reduced $28.1m766.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $19.1m520.6k shares
GROUP ONE TRADING LLC Added $18.2m495.7k shares
JANE STREET GROUP, LLC Added $10.0m272.1k shares
WOLVERINE TRADING, LLC Added $8.3m225.6k shares
SIMPLEX TRADING, LLC Reduced $8.0m216.9k shares
GOLDMAN SACHS GROUP INC Unchanged $6.8m185.0k shares
PEAK6 Investments LLC Reduced $6.1m165.0k shares
IMC-Chicago, LLC Reduced $1.8m48.5k shares

Biggest puts

CITADEL ADVISORS LLC Reduced $13.4m365.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $9.9m269.9k shares
GOLDMAN SACHS GROUP INC Unchanged $6.8m185.0k shares
SIMPLEX TRADING, LLC Added $5.5m149.9k shares
JANE STREET GROUP, LLC Reduced $2.8m76.1k shares
GTS SECURITIES LLC Added $2.1m58.3k shares
GROUP ONE TRADING LLC Reduced $2.0m55.8k shares
IMC-Chicago, LLC Added $1.9m53.1k shares
Walleye Trading LLC Reduced $1.5m39.5k shares
WOLVERINE TRADING, LLC Reduced $785.8k21.4k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Insider purchases and sales in Q4 2023

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q1 22: 0 buyingQ1 22: 2 sellingQ2 22: 0 buyingQ2 22: 1 sellingQ2 22Q3 22: 0 buyingQ3 22: 0 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22Q1 23: 0 buyingQ1 23: 0 sellingQ2 23: 0 buyingQ2 23: 0 sellingQ2 23Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20220—2$2.0m—
Q2 20220—1$87.5k—
Q3 20220—0——
Q4 20220—0——
Q1 20230—0——
Q2 20230—0——
Q3 20230—0——
Q4 20230—0——

None reported in Q4 2023.

Holders, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALPS ADVISORS INC 7.39% of their portfolio Denver, CO 25,611,26925.6m $940.4m $940.4m 7.39% Reduced -3.2m -3,160,524
2 Blackstone Inc. 3.98% of their portfolio NEW YORK, NY 23,413,43223.4m $859.7m $859.7m 3.98% Reduced -8.6m -8,569,859
3 Invesco Ltd. 0.18% of their portfolio ATLANTA, GA 20,844,94220.8m $765.4m $765.4m 0.18% Reduced -72.6k -72,563
4 GOLDMAN SACHS GROUP INC 0.14% of their portfolio NEW YORK, NY 16,932,29916.9m $621.8m $621.8m 0.14% Added +1.3m +1,285,400
5 JPMORGAN CHASE & CO 0.03% of their portfolio NEW YORK, NY 14,310,49014.3m $525.5m $525.5m 0.03% Added +12.1m +12,068,635
6 TORTOISE CAPITAL ADVISORS, L.L.C. 6.55% of their portfolio OVERLAND PARK, KS 11,562,83811.6m $424.6m $424.6m 6.55% Reduced -756.9k -756,923
7 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 11,479,00211.5m $421.5m $421.5m 0.02% Added +5.7m +5,665,264
8 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 10,192,52010.2m $374.3m $374.3m 0.04% Reduced -1.5m -1,546,521
9 Mirae Asset Global Investments Co., Ltd. 0.48% of their portfolio SEOUL, M5 6,463,7376.5m $237.3m $237.3m 0.48% Added +154.5k +154,529
10 KAYNE ANDERSON CAPITAL ADVISORS LP 6.57% of their portfolio LOS ANGELES, CA 5,756,5055.8m $211.4m $211.4m 6.57% Reduced -124.7k -124,700
11 UBS Group AG 0.08% of their portfolio ZURICH, V8 5,741,0125.7m $210.8m $210.8m 0.08% Reduced -128.4k -128,424
12 CHICKASAW CAPITAL MANAGEMENT LLC 10.88% of their portfolio MEMPHIS, TN 5,657,9415.7m $207.8m $207.8m 10.88% Reduced -128.2k -128,161
13 Clearbridge Investments, LLC 0.16% of their portfolio NEW YORK, NY 4,999,2595.0m $183.6m $183.6m 0.16% Reduced -50.0k -49,967
14 Energy Income Partners, LLC 3.94% of their portfolio Westport, CT 4,969,7075.0m $182.5m $182.5m 3.94% Added +609.9k +609,929
15 Brookfield Corp /ON/ 0.92% of their portfolio TORONTO, A6 4,415,4914.4m $162.1m $162.1m 0.92% Reduced -62.2k -62,219
16 BARCLAYS PLC 0.06% of their portfolio LONDON, X0 3,250,9483.3m $119.4m $119.4m 0.06% Reduced -2.4m -2,398,353
17 CIBC Private Wealth Group LLC 0.24% of their portfolio ATLANTA, GA 3,028,3273.0m $111.2m $111.2m 0.24% Added +574.7k +574,737
18 ING GROEP NV 0.81% of their portfolio AMSTERDAM, P7 2,740,5002.7m $100.6m $100.6m 0.81% Added +480.0k +480,000
19 MILLER HOWARD INVESTMENTS INC /NY 3.02% of their portfolio KINGSTON, NY 2,362,9992.4m $86.8m $86.8m 3.02% Added +65.4k +65,380
20 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.87% of their portfolio CHICAGO, IL 1,976,6932.0m $72.6m $72.6m 0.87% Added +8.5k +8,500
21 NOMURA HOLDINGS INC 0.60% of their portfolio TOKYO, M0 1,831,5001.8m $67.3m $67.3m 0.60% New
22 WESTWOOD HOLDINGS GROUP INC 0.56% of their portfolio DALLAS, TX 1,793,5251.8m $65.9m $65.9m 0.56% Added +291.9k +291,890
23 CITIGROUP INC 0.09% of their portfolio NEW YORK, NY 1,782,6221.8m $65.5m $65.5m 0.09% Reduced -245.9k -245,892
24 INFRASTRUCTURE CAPITAL ADVISORS, LLC 9.99% of their portfolio New York, NY 1,747,5091.7m $64.2m $64.2m 9.99% Added +483.9k +483,937
25 EAGLE GLOBAL ADVISORS LLC 3.67% of their portfolio Houston, TX 1,651,6371.7m $60.6m $60.6m 3.67% Added +128.9k +128,911
26 AlphaCore Capital LLC 8.44% of their portfolio LA JOLLA, CA 1,569,1541.6m $57.6m $57.6m 8.44% Added +450 +450
27 DEUTSCHE BANK AG\ 0.03% of their portfolio FRANKFURT AM MAIN, 2M 1,513,8801.5m $55.6m $55.6m 0.03% Added +3.9k +3,856
28 Amundi 0.03% of their portfolio Paris, I0 1,504,7221.5m $56.1m $56.1m 0.03% Added +566.9k +566,899
29 Fractal Investments LLC 11.04% of their portfolio Glastonbury, CT 1,461,9511.5m $53.7m $53.7m 11.04% Unchanged
30 JENNISON ASSOCIATES LLC 0.04% of their portfolio NEW YORK, NY 1,437,0411.4m $52.8m $52.8m 0.04% Reduced -14.1k -14,051
31 Epoch Investment Partners, Inc. 0.22% of their portfolio New York, NY 1,307,1871.3m $48.0m $48.0m 0.22% Reduced -63.7k -63,708
32 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 4.04% of their portfolio DALLAS, TX 1,197,1221.2m $44.0m $44.0m 4.04% Reduced -75.9k -75,921
33 BNP PARIBAS FINANCIAL MARKETS 0.08% of their portfolio PARIS, I0 1,186,6331.2m $43.6m $43.6m 0.08% Reduced -764.5k -764,528
34 STIFEL FINANCIAL CORP 0.05% of their portfolio ST. LOUIS, MO 1,183,3751.2m $43.5m $43.5m 0.05% Added +3.3k +3,295
35 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,163,7151.2m $42.7m $42.7m 0.01% Added +93.8k +93,787
36 RR Advisors, LLC 6.91% of their portfolio DALLAS, TX 1,099,0001.1m $40.4m $40.4m 6.91% Added +254.0k +254,000
37 LONGFELLOW INVESTMENT MANAGEMENT CO LLC 9.91% of their portfolio BOSTON, MA 1,093,1381.1m $40.1m $40.1m 9.91% Unchanged
38 Progeny 3, Inc. 4.35% of their portfolio KIRKLAND, WA 954,759954.8k $35.1m $35.1m 4.35% Added +16.8k +16,800
39 BEACH INVESTMENT COUNSEL INC/PA 4.07% of their portfolio WEST CONSHOHOCKEN, PA 899,089899.1k $33.0m $33.0m 4.07% Added +143.4k +143,391
40 NATIXIS 0.20% of their portfolio PARIS, I0 726,458726.5k $26.7m $26.7m 0.20% Reduced -1.9m -1,855,490
41 Mariner, LLC 0.06% of their portfolio Overland Park, KS 694,550694.5k $25.5m $25.5m 0.06% Reduced -855 -855
42 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 664,570664.6k $24.4m $24.4m 0.01% Added +31.5k +31,513
43 APPALOOSA LP 0.43% of their portfolio Short Hills, NJ 660,000660.0k $24.2m $24.2m 0.43% Added +477.7k +477,675
44 Allianz Asset Management GmbH 0.04% of their portfolio MUNICH, 2M 637,100637.1k $23.4m $23.4m 0.04% Added +401.7k +401,700
45 TPG GP A, LLC 0.31% of their portfolio FORT WORTH, TX 519,986520.0k $19.1m $19.1m 0.31% Reduced -339.0k -339,019
46 COHEN & STEERS, INC. 0.04% of their portfolio NEW YORK, NY 514,959515.0k $18.9m $18.9m 0.04% Unchanged
47 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 511,001511.0k $18.8m $18.8m 0.03% Reduced -3.8k -3,751
48 Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio ST. PETERSBURG, FL 500,536500.5k $18.4m $18.4m 0.03% Added +26.8k +26,843
49 Tortoise Index Solutions, LLC 3.16% of their portfolio OVERLAND PARK, KS 463,273463.3k $17.0m $17.0m 3.16% Added +52.8k +52,790
50 EXCHANGE TRADED CONCEPTS, LLC 0.45% of their portfolio Oklahoma City, OK 462,260462.3k $17.0m $17.0m 0.45% Added +51.7k +51,669
51 Chicago Partners Investment Group LLC 0.77% of their portfolio CHICAGO, IL 444,691444.7k $16.6m $16.6m 0.77% Added +9.4k +9,406
52 Americana Partners, LLC 1.42% of their portfolio Houston, TX 407,089407.1k $14.9m $14.9m 1.42% Reduced -3.8k -3,754
53 U.S. Capital Wealth Advisors, LLC 0.55% of their portfolio AUSTIN, TX 378,913378.9k $13.9m $13.9m 0.55% Added +57 +57
54 Sovereign Investment Advisors, LLC 5.12% of their portfolio PHOENIX, AZ 373,955374.0k $13.7m $13.7m 5.12% Unchanged
55 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 367,586367.6k $13.5m $13.5m 0.01% Added +4.2k +4,189
56 Heronetta Management, L.P. 9.42% of their portfolio NEW YORK, NY 362,264362.3k $13.3m $13.3m 9.42% Added +24.4k +24,400
57 Delphi Financial Group, Inc. 7.34% of their portfolio Wilmington, DE 341,079341.1k $12.5m $12.5m 7.34% Reduced -1.2m -1,242,310
58 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 337,119337.1k $12.4m $12.4m 0.01% Added +17.3k +17,280
59 Bollard Group LLC 0.40% of their portfolio BOSTON, MA 316,461316.5k $11.6m $11.6m 0.40% Added +7.1k +7,137
60 Maryland State Retirement & Pension System 0.22% of their portfolio BALTIMORE, MD 294,662294.7k $10.8m $10.8m 0.22% Added +3.9k +3,886
61 Oxbow Advisors, LLC 1.62% of their portfolio Austin, TX 290,643290.6k $10.7m $10.7m 1.62% Reduced -3.9k -3,894
62 NBW CAPITAL LLC 2.19% of their portfolio BOSTON, MA 271,861271.9k $10.0m $10.0m 2.19% Added +61.0k +61,019
63 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 270,337270.3k $9.9m $9.9m 0.01% Added +22.9k +22,900
64 Private Capital Advisors, Inc. 1.44% of their portfolio DARIEN, CT 257,681257.7k $9.5m $9.5m 1.44% Reduced -513.2k -513,192
65 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 257,200257.2k $9.4m $9.4m 0.00% Added +2.3k +2,332
66 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 252,661252.7k $9.3m $9.3m 0.00% Added +107.0k +107,027
67 Catalyst Capital Advisors LLC 0.23% of their portfolio San Juan, PR 236,365236.4k $8.7m $8.7m 0.23% Unchanged
68 Northeast Financial Consultants Inc 0.47% of their portfolio WESTPORT, CT 229,478229.5k $8.4m $8.4m 0.47% Added +1.3k +1,300
69 HRT FINANCIAL LP 0.06% of their portfolio NEW YORK, NY 224,581224.6k $8.2m $8.2m 0.06% New
70 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 0.53% of their portfolio BLOOMFIELD HILLS, MI 214,889214.9k $7.9m $7.9m 0.53% Reduced -2.0k -2,000
71 Adams Asset Advisors, LLC 1.02% of their portfolio DALLAS, TX 206,720206.7k $7.6m $7.6m 1.02% Unchanged
72 Texas Yale Capital Corp. 0.36% of their portfolio ST. PETERSBURG, FL 203,048203.0k $7.5m $7.5m 0.36% Added +45.4k +45,365
73 SPIRIT OF AMERICA MANAGEMENT CORP/NY 1.62% of their portfolio SYOSSET, NY 200,897200.9k $7.4m $7.4m 1.62% Reduced -223.0k -223,000
74 EVERGREEN CAPITAL MANAGEMENT LLC 0.30% of their portfolio Bellevue, WA 200,795200.8k $7.4m $7.4m 0.30% Reduced -1.3k -1,286
75 CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio RALEIGH, NC 200,282200.3k $7.4m $7.4m 0.03% Reduced -15.1k -15,098
76 AVENIR CORP 0.63% of their portfolio ALEXANDRIA, VA 197,067197.1k $7.2m $7.2m 0.63% Reduced -3.6k -3,597
77 NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio NEW YORK, NY 190,797190.8k $7.0m $7.0m 0.01% Added +6.5k +6,508
78 Simplicity Solutions, LLC 0.18% of their portfolio MINNEAPOLIS, MN 177,098177.1k $6.5m $6.5m 0.18% Reduced -3.1k -3,111
79 KARPAS STRATEGIES, LLC 2.08% of their portfolio LITCHFIELD, CT 171,598171.6k $6.3m $6.3m 2.08% Added +42 +42
80 Kercheville Advisors, LLC 3.45% of their portfolio San Antonio, TX 167,313167.3k $6.1m $6.1m 3.45% Reduced -68 -68
81 FMR LLC 0.00% of their portfolio BOSTON, MA 165,498165.5k $6.1m $6.1m 0.00% Reduced -206.7k -206,739
82 Partners Value Investments L.P. 0.09% of their portfolio Hamilton, D0 160,500160.5k $5.9m $5.9m 0.09% Unchanged
83 Advisors Capital Management, LLC 0.11% of their portfolio RIDGEWOOD, NJ 153,086153.1k $5.6m $5.6m 0.11% Reduced -13.1k -13,056
84 HENNESSY ADVISORS INC 0.28% of their portfolio NOVATO, CA 152,949152.9k $5.6m $5.6m 0.28% Added +10.0k +10,000
85 TECTONIC ADVISORS LLC 0.43% of their portfolio FRISCO, TX 141,483141.5k $5.2m $5.2m 0.43% Added +8.6k +8,612
86 ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio Boston, MA 140,368140.4k $5.2m $5.2m 0.02% Added +48.0k +47,959
87 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 135,830135.8k $5.0m $5.0m 0.01% Reduced -61.7k -61,714
88 Granby Capital Management, LLC 2.99% of their portfolio Miami Beach, FL 130,000130.0k $4.8m $4.8m 2.99% Unchanged
89 CASTLEARK MANAGEMENT LLC 0.21% of their portfolio CHICAGO, IL 129,642129.6k $4.8m $4.8m 0.21% Unchanged
90 GLENMEDE TRUST CO NA 0.02% of their portfolio PHILADELPHIA, PA 116,862116.9k $4.3m $4.3m 0.02% Unchanged
91 Evercore Wealth Management, LLC 0.07% of their portfolio New York, NY 112,781112.8k $4.1m $4.1m 0.07% Added +728 +728
92 B. Riley Wealth Advisors, Inc. 0.11% of their portfolio MEMPHIS, TN 111,989112.0k $4.1m $4.1m 0.11% Added +570 +570
93 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 106,241106.2k $3.9m $3.9m 0.00% Reduced -11.8k -11,756
94 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 100,798100.8k $3.7m $3.7m 0.00% Added +81.1k +81,057
95 WEXFORD CAPITAL LP 0.79% of their portfolio WEST PALM BEACH, FL 99,94599.9k $3.7m $3.7m 0.79% Unchanged
96 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 95,90795.9k $3.5m $3.5m 0.01% Reduced -1.2k -1,186
97 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 95,71795.7k $3.5m $3.5m 0.00% Reduced -17.4k -17,381
98 ELCO Management Co., LLC 2.30% of their portfolio New York, NY 95,18695.2k $3.5m $3.5m 2.30% Added +2.3k +2,328
99 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1.65% of their portfolio LEAWOOD, KS 94,37794.4k $3.5m $3.5m 1.65% Reduced -287 -287
100 BlackRock Inc. 0.00% of their portfolio New York, NY 92,72292.7k $3.4m $3.4m 0.00% Added +4.1k +4,095