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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $69 |
| Q1 2026 | 1 | $69 |
| Q4 2025 | 1 | $69 |
| Q3 2025 | 1 | $69 |
| Q2 2025 | 2 | $1.08M |
| Q1 2025 | 2 | $1.08M |
| Q4 2024 | 2 | $1.08M |
| Q3 2024 | 2 | $1.08M |
| Q2 2024 | 3 | $2.15M |
| Q1 2024 | 3 | $2.15M |
| Q4 2023 | 2 | $1.08M |
| Q3 2023 | 12 | $9.32M |
| Q2 2023 | 614 | $6.91B |
| Q1 2023 | 619 | $5.82B |
| Q4 2022 | 629 | $5.28B |
| Q3 2022 | 591 | $5.00B |
| Q2 2022 | 603 | $5.17B |
| Q1 2022 | 616 | $5.46B |
| Q4 2021 | 611 | $5.26B |
| Q3 2021 | 583 | $5.33B |
| Q2 2021 | 590 | $6.15B |
| Q1 2021 | 570 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 10,374 | $562.9K | 0.07% | −169−1.6% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 10,366 | $562.4K | 0.50% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 10,351 | $561.6K | 0.01% | +13+0.1% | Added |
| Independent Advisor Alliance | 10,247 | $556.0K | 0.03% | −760−6.9% | Reduced |
| Vanguard Group Inc | 10,234 | $555.3K | 0.00% | +10,234 | New |
| Morton Capital Management LLC | 10,066 | $546.2K | 0.19% | +772+8.3% | Added |
| Silvia McColl Wealth Management, LLC | 10,030 | $544.2K | 0.54% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 9,911 | $537.8K | 0.02% | +2,379+31.6% | Added |
| Meixler Investment Management, Ltd. | 9,775 | $530.4K | 0.52% | +100+1.0% | Added |
| Coastline Trust Co | 9,655 | $523.9K | 0.08% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 9,450 | $520.3K | 0.37% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 9,550 | $518.2K | 0.06% | +4,954+107.8% | Added |
| Raymond James Trust N.A. | 9,488 | $515.0K | 0.02% | +126+1.3% | Added |
| Lincoln National Corp | 9,436 | $512.0K | 0.01% | +468+5.2% | Added |
| Essex Financial Services, Inc. | 9,300 | $504.6K | 0.05% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 9,264 | $502.7K | 0.07% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 9,252 | $502.0K | 0.60% | +960+11.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 9,244 | $501.6K | 0.21% | +29+0.3% | Added |
| ELCO Management Co., LLC | 9,179 | $498.1K | 0.36% | +1,785+24.1% | Added |
| Trellis Advisors, LLC | 8,922 | $484.1K | 0.23% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 8,900 | $482.9K | 0.48% | 00.0% | Unchanged |
| DF Dent & Co Inc | 8,876 | $481.6K | 0.01% | −2,304−20.6% | Reduced |
| Dearborn Partners LLC | 8,870 | $481.3K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 8,701 | $472.1K | 0.03% | −66−0.8% | Reduced |
| Sigma Planning Corp | 8,674 | $470.7K | 0.02% | +152+1.8% | Added |
| GraniteShares Advisors LLC | 8,648 | $469.2K | 0.41% | −3,912−31.1% | Reduced |
| Archer Investment Corp | 8,600 | $466.6K | 0.17% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 8,598 | $466.5K | 0.05% | −175−2.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,488 | $460.6K | 0.04% | +51+0.6% | Added |
| Mayflower Financial Advisors, LLC | 8,357 | $453.4K | 0.06% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 8,306 | $450.7K | 0.04% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 8,290 | $449.8K | 0.00% | +264+3.3% | Added |
| Sage Mountain Advisors LLC | 8,262 | $448.3K | 0.07% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 8,215 | $445.7K | 0.02% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 8,069 | $437.8K | 0.06% | +499+6.6% | Added |
| SageView Advisory Group, LLC | 8,064 | $437.6K | 0.03% | −1,337−14.2% | Reduced |
| SignalPoint Asset Management, LLC | 8,061 | $437.0K | 0.14% | +41+0.5% | Added |
| SEI Investments Co | 8,022 | $435.3K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 7,980 | $433.0K | 0.04% | +400+5.3% | Added |
| Donaldson Capital Management, LLC | 7,965 | $432.2K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,842 | $425.5K | 0.09% | +7,842 | New |
| Carnegie Capital Asset Management, LLC | 7,839 | $425.3K | 0.02% | −150−1.9% | Reduced |
| Kaizen Financial Strategies | 7,836 | $425.2K | 0.42% | +138+1.8% | Added |
| Chicago Capital, LLC | 7,828 | $424.7K | 0.02% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 7,716 | $418.7K | 0.04% | +1,990+34.8% | Added |
| Edge Capital Group, LLC | 7,625 | $413.7K | 0.03% | +2,500+48.8% | Added |
| Spears Abacus Advisors LLC | 7,594 | $412.1K | 0.04% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 7,587 | $411.7K | 0.14% | +7,587 | New |
| HSBC Holdings PLC | 7,527 | $408.5K | 0.00% | +4,536+151.7% | Added |
| Level Four Advisory Services, LLC | 7,494 | $406.6K | 0.03% | +7,494 | New |
| Wambolt & Associates, LLC | 7,422 | $405.3K | 0.14% | −190−2.5% | Reduced |
| Pasadena Private Wealth, LLC | 7,400 | $401.5K | 0.12% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 7,335 | $398.0K | 0.02% | +7,335 | New |
| Grassi Investment Management | 7,300 | $396.0K | 0.05% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 7,285 | $395.0K | 0.06% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 7,276 | $394.8K | 0.05% | 00.0% | Unchanged |
| Howe & Rusling Inc | 7,200 | $390.7K | 0.05% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 7,188 | $390.0K | 0.36% | +135+1.9% | Added |
| Legacy Financial Group, Inc. | 7,161 | $388.6K | 0.21% | −49−0.7% | Reduced |
| Wealth Alliance | 7,126 | $386.7K | 0.06% | +833+13.2% | Added |
| Ieq Capital, LLC | 7,064 | $383.3K | 0.01% | +2,874+68.6% | Added |
| Fiduciary Trust Co | 6,972 | $378.3K | 0.01% | 00.0% | Unchanged |
| RDA Financial Network | 6,853 | $371.8K | 0.17% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6,667 | $365.9K | 0.02% | +4,852+267.3% | Added |
| Colonial River Wealth Management, LLC | 6,685 | $362.7K | 0.21% | +195+3.0% | Added |
| Haverford Trust Co | 6,650 | $360.8K | 0.00% | 00.0% | Unchanged |
| Wedmont Private Capital | 6,600 | $359.4K | 0.05% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 6,586 | $357.4K | 0.10% | +6,586 | New |
| IFP Advisors, Inc | 5,016 | $351.7K | 0.02% | −9,622−65.7% | Reduced |
| Ameritas Advisory Services, LLC | 6,308 | $350.3K | 0.02% | +467+8.0% | Added |
| Advisory Services Network, LLC | 6,432 | $349.0K | 0.01% | −321−4.8% | Reduced |
| Ausdal Financial Partners, Inc. | 6,406 | $347.6K | 0.05% | +6+0.1% | Added |
| Hodges Capital Management Inc. | 6,735 | $347.0K | 0.03% | +179+2.7% | Added |
| BancorpSouth Bank | 6,321 | $343.0K | 0.03% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 6,200 | $336.4K | 0.07% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 6,195 | $336.1K | 0.11% | +300+5.1% | Added |
| Central Trust Co | 6,165 | $334.5K | 0.01% | +1,100+21.7% | Added |
| Beverly Hills Private Wealth, LLC | 6,164 | $334.5K | 0.10% | +1,582+34.5% | Added |
| AE Wealth Management LLC | 6,147 | $333.6K | 0.00% | −3,810−38.3% | Reduced |
| Meridian Wealth Advisors, LLC | 6,144 | $333.4K | 0.08% | 00.0% | Unchanged |
| Brighton Jones LLC | 6,093 | $330.6K | 0.02% | +117+2.0% | Added |
| Fifth Third Bancorp | 6,075 | $329.6K | 0.00% | −200−3.2% | Reduced |
| HM Payson & Co | 6,022 | $326.8K | 0.01% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 5,994 | $325.2K | 0.05% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 5,967 | $323.8K | 0.02% | +59+1.0% | Added |
| Visionary Wealth Advisors | 5,944 | $322.5K | 0.03% | −100−1.7% | Reduced |
| Evermay Wealth Management LLC | 5,912 | $320.8K | 0.06% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 5,909 | $320.6K | 0.32% | +1,188+25.2% | Added |
| Naples Global Advisors, LLC | 5,835 | $316.6K | 0.04% | +800+15.9% | Added |
| Lee Financial Co | 5,826 | $316.1K | 0.05% | −532−8.4% | Reduced |
| BOS Asset Management, LLC | 5,818 | $315.7K | 0.26% | +276+5.0% | Added |
| Capital Investment Advisory Services, LLC | 5,780 | $313.6K | 0.04% | −365−5.9% | Reduced |
| V2 Financial group LLC | 5,738 | $311.4K | 0.22% | +6+0.1% | Added |
| Caldwell Sutter Capital, Inc. | 5,720 | $310.4K | 0.23% | +5,720 | New |
| CWA Asset Management Group, LLC | 5,667 | $307.5K | 0.02% | +5,667 | New |
| TCG Advisory Services, LLC | 5,550 | $301.2K | 0.06% | +5,550 | New |
| Stratos Wealth Partners, LTD. | 5,548 | $301.0K | 0.01% | +326+6.2% | Added |
| Evercore Wealth Management, LLC | 5,530 | $300.1K | 0.01% | 00.0% | Unchanged |
| Davis R M Inc | 5,536 | $300.0K | 0.01% | −100−1.8% | Reduced |
| Wellington Shields & Co., LLC | 5,500 | $298.4K | 0.07% | 00.0% | Unchanged |