Skip to main content
Livermore
Livermore
ZHEN

Magellan Midstream Partners, L.P.

MMPDelisted Sep 25, 2023
Industry
Pipe Lines (No Natural Gas)
SEC CIK
0001126975

Magellan Midstream Partners, L.P. was delisted on Sep 25, 2023; its insiders filed their last Form 4 on Sep 27, 2023; 614 institutions reported holding it in 13F filings for Q2 2023, worth $6.91B in total; Soros Fund Management was the only superinvestor holding it.

13F holders, Q1 2023

Institutional positions in Magellan Midstream Partners, L.P. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
619
+5 vs. Q4 2022
Shares held
106.1M
−3.98M (−3.6%) vs. Q4 2022
Total value
$5.82B
+$546.4M (+10.4%) vs. Q4 2022
New holders
59
183 more added
Sold out
54
159 more reduced

15 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MMP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2023: 619 institutions
Q1 2021: 570 institutionsQ2 2021: 590 institutionsQ3 2021: 583 institutionsQ4 2021: 611 institutionsQ1 2022: 616 institutionsQ2 2022: 603 institutionsQ3 2022: 591 institutionsQ4 2022: 629 institutionsQ1 2023: 619 institutionsQ2 2023: 614 institutionsQ3 2023: 12 institutionsQ4 2023: 2 institutionsQ1 2024: 3 institutionsQ2 2024: 3 institutionsQ3 2024: 2 institutionsQ4 2024: 2 institutionsQ1 2025: 2 institutionsQ2 2025: 2 institutionsQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ1 2023: $5.82B
Q1 2021: $5.77BQ2 2021: $6.15BQ3 2021: $5.33BQ4 2021: $5.26BQ1 2022: $5.46BQ2 2022: $5.17BQ3 2022: $5.00BQ4 2022: $5.28BQ1 2023: $5.82BQ2 2023: $6.91BQ3 2023: $9.32MQ4 2023: $1.08MQ1 2024: $2.15MQ2 2024: $2.15MQ3 2024: $1.08MQ4 2024: $1.08MQ1 2025: $1.08MQ2 2025: $1.08MQ3 2025: $69Q4 2025: $69Q1 2026: $69Q2 2026: $69
Institutions holding MMP and their total value by quarter
QuarterHoldersValue
Q2 20261$69
Q1 20261$69
Q4 20251$69
Q3 20251$69
Q2 20252$1.08M
Q1 20252$1.08M
Q4 20242$1.08M
Q3 20242$1.08M
Q2 20243$2.15M
Q1 20243$2.15M
Q4 20232$1.08M
Q3 202312$9.32M
Q2 2023614$6.91B
Q1 2023619$5.82B
Q4 2022629$5.28B
Q3 2022591$5.00B
Q2 2022603$5.17B
Q1 2022616$5.46B
Q4 2021611$5.26B
Q3 2021583$5.33B
Q2 2021590$6.15B
Q1 2021570$5.77B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Magellan Midstream Partners, L.P.; share changes are against Q4 2022.

Institutions holding MMP in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Beacon Investment Advisory Services, Inc.5,152$279.5K0.01%00.0%Unchanged
Parkside Financial Bank & Trust5,182$281.2K0.08%+730+16.4%Added
Sawtooth Solutions, LLC5,192$281.7K0.01%+5,192New
First Foundation Advisors5,196$281.9K0.01%00.0%Unchanged
Adell Harriman & Carpenter Inc5,200$282.2K0.03%00.0%Unchanged
Fidelis Capital Partners, LLC5,200$283.2K0.12%00.0%Unchanged
Kavar Capital Partners Group, LLC5,250$284.9K0.06%00.0%Unchanged
Sound View Wealth Advisors Group, LLC5,250$284.9K0.04%+5,250New
IFG Advisory, LLC5,281$286.5K0.03%−1,407−21.0%Reduced
Quad-Cities Investment Group, LLC5,296$287.4K0.20%+15+0.3%Added
Cambridge Trust Co5,300$287.6K0.01%00.0%Unchanged
Wealth Alliance Advisory Group, LLC5,311$288.2K0.11%−647−10.9%Reduced
Claro Advisors LLC5,337$289.6K0.09%+5,337New
Welch & Forbes LLC5,360$290.8K0.00%−262−4.7%Reduced
Bogart Wealth, LLC5,369$291.3K0.02%+79+1.5%Added
Inscription Capital, LLC5,400$293.0K0.08%00.0%Unchanged
Capital Advisors, Ltd. LLC5,433$295.0K0.05%00.0%Unchanged
Valeo Financial Advisors, LLC5,446$295.5K0.01%+1,403+34.7%Added
Private Wealth Partners, LLC5,469$296.7K0.03%+5,469New
Wellington Shields & Co., LLC5,500$298.4K0.07%00.0%Unchanged
Davis R M Inc5,536$300.0K0.01%−100−1.8%Reduced
Evercore Wealth Management, LLC5,530$300.1K0.01%00.0%Unchanged
Stratos Wealth Partners, LTD.5,548$301.0K0.01%+326+6.2%Added
TCG Advisory Services, LLC5,550$301.2K0.06%+5,550New
CWA Asset Management Group, LLC5,667$307.5K0.02%+5,667New
Caldwell Sutter Capital, Inc.5,720$310.4K0.23%+5,720New
V2 Financial group LLC5,738$311.4K0.22%+6+0.1%Added
Capital Investment Advisory Services, LLC5,780$313.6K0.04%−365−5.9%Reduced
BOS Asset Management, LLC5,818$315.7K0.26%+276+5.0%Added
Lee Financial Co5,826$316.1K0.05%−532−8.4%Reduced
Naples Global Advisors, LLC5,835$316.6K0.04%+800+15.9%Added
Pring Turner Capital Group Inc5,909$320.6K0.32%+1,188+25.2%Added
Evermay Wealth Management LLC5,912$320.8K0.06%00.0%Unchanged
Visionary Wealth Advisors5,944$322.5K0.03%−100−1.7%Reduced
Avidian Wealth Solutions, LLC5,967$323.8K0.02%+59+1.0%Added
Pegasus Partners Ltd.5,994$325.2K0.05%00.0%Unchanged
HM Payson & Co6,022$326.8K0.01%00.0%Unchanged
Fifth Third Bancorp6,075$329.6K0.00%−200−3.2%Reduced
Brighton Jones LLC6,093$330.6K0.02%+117+2.0%Added
Meridian Wealth Advisors, LLC6,144$333.4K0.08%00.0%Unchanged
AE Wealth Management LLC6,147$333.6K0.00%−3,810−38.3%Reduced
Beverly Hills Private Wealth, LLC6,164$334.5K0.10%+1,582+34.5%Added
Central Trust Co6,165$334.5K0.01%+1,100+21.7%Added
Covenant Asset Management, LLC6,195$336.1K0.11%+300+5.1%Added
Almanack Investment Partners, LLC.6,200$336.4K0.07%00.0%Unchanged
BancorpSouth Bank6,321$343.0K0.03%00.0%Unchanged
Hodges Capital Management Inc.6,735$347.0K0.03%+179+2.7%Added
Ausdal Financial Partners, Inc.6,406$347.6K0.05%+6+0.1%Added
Advisory Services Network, LLC6,432$349.0K0.01%−321−4.8%Reduced
Ameritas Advisory Services, LLC6,308$350.3K0.02%+467+8.0%Added
IFP Advisors, Inc5,016$351.7K0.02%−9,622−65.7%Reduced
Cypress Wealth Services, LLC6,586$357.4K0.10%+6,586New
Wedmont Private Capital6,600$359.4K0.05%00.0%Unchanged
Haverford Trust Co6,650$360.8K0.00%00.0%Unchanged
Colonial River Wealth Management, LLC6,685$362.7K0.21%+195+3.0%Added
Global Retirement Partners, LLC6,667$365.9K0.02%+4,852+267.3%Added
RDA Financial Network6,853$371.8K0.17%00.0%Unchanged
Fiduciary Trust Co6,972$378.3K0.01%00.0%Unchanged
Ieq Capital, LLC7,064$383.3K0.01%+2,874+68.6%Added
Wealth Alliance7,126$386.7K0.06%+833+13.2%Added
Legacy Financial Group, Inc.7,161$388.6K0.21%−49−0.7%Reduced
Signature Wealth Management Partners, LLC7,188$390.0K0.36%+135+1.9%Added
Howe & Rusling Inc7,200$390.7K0.05%00.0%Unchanged
Crescent Grove Advisors, LLC7,276$394.8K0.05%00.0%Unchanged
Endurance Wealth Management, Inc.7,285$395.0K0.06%00.0%Unchanged
Grassi Investment Management7,300$396.0K0.05%00.0%Unchanged
HBK Sorce Advisory LLC7,335$398.0K0.02%+7,335New
Pasadena Private Wealth, LLC7,400$401.5K0.12%00.0%Unchanged
Wambolt & Associates, LLC7,422$405.3K0.14%−190−2.5%Reduced
Level Four Advisory Services, LLC7,494$406.6K0.03%+7,494New
HSBC Holdings PLC7,527$408.5K0.00%+4,536+151.7%Added
Kapitalo Investimentos Ltda7,587$411.7K0.14%+7,587New
Spears Abacus Advisors LLC7,594$412.1K0.04%00.0%Unchanged
Edge Capital Group, LLC7,625$413.7K0.03%+2,500+48.8%Added
BCJ Capital Management, LLC7,716$418.7K0.04%+1,990+34.8%Added
Chicago Capital, LLC7,828$424.7K0.02%00.0%Unchanged
Kaizen Financial Strategies7,836$425.2K0.42%+138+1.8%Added
Carnegie Capital Asset Management, LLC7,839$425.3K0.02%−150−1.9%Reduced
XTX Topco Ltd7,842$425.5K0.09%+7,842New
Donaldson Capital Management, LLC7,965$432.2K0.02%00.0%Unchanged
Albion Financial Group7,980$433.0K0.04%+400+5.3%Added
SEI Investments Co8,022$435.3K0.00%00.0%Unchanged
SignalPoint Asset Management, LLC8,061$437.0K0.14%+41+0.5%Added
SageView Advisory Group, LLC8,064$437.6K0.03%−1,337−14.2%Reduced
Good Life Advisors, LLC8,069$437.8K0.06%+499+6.6%Added
Boston Financial Mangement LLC8,215$445.7K0.02%00.0%Unchanged
Sage Mountain Advisors LLC8,262$448.3K0.07%00.0%Unchanged
Geode Capital Management, LLC8,290$449.8K0.00%+264+3.3%Added
Sonora Investment Management Group, LLC8,306$450.7K0.04%00.0%Unchanged
Mayflower Financial Advisors, LLC8,357$453.4K0.06%00.0%Unchanged
Dorsey & Whitney Trust CO LLC8,488$460.6K0.04%+51+0.6%Added
Clear Harbor Asset Management, LLC8,598$466.5K0.05%−175−2.0%Reduced
Archer Investment Corp8,600$466.6K0.17%00.0%Unchanged
GraniteShares Advisors LLC8,648$469.2K0.41%−3,912−31.1%Reduced
Sigma Planning Corp8,674$470.7K0.02%+152+1.8%Added
Belpointe Asset Management LLC8,701$472.1K0.03%−66−0.8%Reduced
Dearborn Partners LLC8,870$481.3K0.02%00.0%Unchanged
DF Dent & Co Inc8,876$481.6K0.01%−2,304−20.6%Reduced
Cascade Investment Group, Inc.8,900$482.9K0.48%00.0%Unchanged
Trellis Advisors, LLC8,922$484.1K0.23%00.0%Unchanged