MDU RESOURCES GROUP INC (MDU)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 194,224,653 shares against 210,349,456 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $580.1M | 27,351,603 | 0.01% | 8q | +6.4%+$34.8M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $276.9M | 13,056,724 | 0.84% | 19q | -5.1%-$14.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $269.2M | 12,692,333 | 0.01% | 2q | +1.3%+$3.5M |
| DIMENSIONAL FUND ADVISORS LP | $221.3M | 10,435,060 | 0.04% | 31q | +1.5%+$3.2M |
| EARNEST PARTNERS LLC | $206.3M | 9,726,856 | 0.74% | 4q | -1.6%-$3.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $199.7M | 9,416,562 | 0.00% | 2q | +2.9%+$5.7M |
| STATE STREET CORP | $157.4M | 7,376,161 | 0.00% | 31q | +5.5%+$8.2M |
| BANK OF AMERICA CORP /DE/ | $129.2M | 6,089,546 | 0.01% | 31q | -1.8%-$2.4M |
| SEI INVESTMENTS CO | $110.9M | 5,228,758 | 0.10% | 14q | -0.6%-$692.9K |
| MORGAN STANLEY | $86.7M | 4,086,803 | 0.00% | 35q | -3.2%-$2.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $75.4M | 3,553,438 | 0.00% | 31q | +1.8%+$1.3M |
| River Road Asset Management, LLC | $72.2M | 3,403,955 | 0.80% | 5q | -16.5%-$14.3M |
| WESTWOOD HOLDINGS GROUP INC | $68.3M | 3,221,909 | 0.51% | 3q | -9.0%-$6.8M |
| HITE Hedge Asset Management LLC | $66.5M | 3,137,305 | 3.64% | 3q | +102.4%+$33.7M |
| NORGES BANK | $55.9M | 2,633,250 | 0.01% | 32q | -13.8%-$8.9M |
| T. Rowe Price Investment Management, Inc. | $55.0M | 2,592,793 | 0.04% | 5q | +20.1%+$9.2M |
| Bank of New York Mellon Corp | $49.4M | 2,330,719 | 0.01% | 31q | -1.4%-$702.4K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $47.4M | 2,236,356 | 0.01% | 31q | -1.2%-$598.2K |
| Invesco Ltd. | $43.4M | 2,047,618 | 0.00% | 31q | +8.9%+$3.5M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $42.2M | 1,987,666 | 0.39% | 31q | -20.7%-$11.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $41.5M | 1,954,573 | 0.05% | 9q | +8.5%+$3.2M |
| CITADEL ADVISORS LLC | $40.5M | 1,909,701 | 0.00% | 31q | +74.4%+$17.3M |
| US BANCORP \DE\ | $35.9M | 1,690,277 | 0.04% | 31q | HELD |
| NORTHERN TRUST CORP | $33.2M | 1,564,006 | 0.00% | 31q | +2.0%+$649.3K |
| NATIXIS ADVISORS, LLC | $32.8M | 1,548,165 | 0.04% | 24q | -8.5%-$3.0M |
| JONES FINANCIAL COMPANIES LLLP | $32.6M | 1,490,186 | 0.01% | 23q | +7.9%+$2.4M |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | $32.1M | 1,512,207 | 1.34% | 5q | -2.7%-$880.9K |
| FIRST TRUST ADVISORS LP | $31.7M | 1,493,599 | 0.02% | 31q | +0.8%+$254.6K |
| Bragg Financial Advisors, Inc | $30.8M | 1,451,057 | 0.82% | 14q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $29.8M | 1,404,875 | 0.04% | 31q | HELD |
| Perpetual Ltd | $29.0M | 1,369,442 | 0.41% | 3q | +3.1%+$881.5K |
| VANGUARD FIDUCIARY TRUST CO | $28.2M | 1,328,342 | 0.01% | 2q | +4.7%+$1.3M |
| Allspring Global Investments Holdings, LLC | $25.3M | 1,221,323 | 0.04% | 19q | -17.5%-$5.4M |
| GOLDMAN SACHS GROUP INC | $25.0M | 1,176,903 | 0.00% | 31q | +6.7%+$1.6M |
| Legal & General Group Plc | $23.4M | 1,102,193 | 0.00% | 31q | +35.2%+$6.1M |
| NEUBERGER BERMAN GROUP LLC | $22.8M | 1,076,135 | 0.02% | 25q | -12.3%-$3.2M |
| MANAGED ASSET PORTFOLIOS, LLC | $22.1M | 1,040,108 | 2.52% | 24q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $21.4M | 1,008,061 | 0.01% | 31q | +1.8%+$376.2K |
| UBS Group AG | $21.3M | 1,006,027 | 0.00% | 31q | -41.1%-$14.9M |
| RENAISSANCE TECHNOLOGIES LLC | $20.3M | 957,150 | 0.03% | 6q | +2.9%+$579.2K |
| Quantinno Capital Management LP | $19.4M | 914,521 | 0.02% | 12q | +40.1%+$5.6M |
| TWO SIGMA INVESTMENTS, LP | $19.1M | 898,508 | 0.01% | 5q | +86.2%+$8.8M |
| Beck Bode, LLC | $18.4M | 868,285 | 2.79% | new | NEW |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $17.2M | 811,297 | 0.01% | 10q | -5.0%-$901.2K |
| WELLS FARGO & COMPANY/MN | $17.2M | 808,790 | 0.00% | 31q | -4.4%-$782.5K |
| Gotham Asset Management, LLC | $15.4M | 726,661 | 0.04% | 12q | +44.2%+$4.7M |
| VICTORY CAPITAL MANAGEMENT INC | $15.2M | 718,511 | 0.01% | 28q | +12.3%+$1.7M |
| Public Sector Pension Investment Board | $15.2M | 718,062 | 0.04% | 7q | -1.8%-$278.6K |
| HRT FINANCIAL LP | $14.4M | 679,661 | 0.03% | 5q | -7.7%-$1.2M |
| NEEDHAM INVESTMENT MANAGEMENT LLC | $14.1M | 665,000 | 0.42% | 9q | +19.3%+$2.3M |
| MILLENNIUM MANAGEMENT LLC | $13.3M | 624,798 | 0.00% | 31q | +87.1%+$6.2M |
| FRANKLIN RESOURCES INC | $13.1M | 615,554 | 0.00% | 3q | +4.3%+$537.2K |
| LOOMIS SAYLES & CO L P | $13.0M | 610,700 | 0.02% | 31q | -6.3%-$867.9K |
| ENVESTNET ASSET MANAGEMENT INC | $11.5M | 542,449 | 0.00% | 27q | +3.0%+$332.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $9.9M | 467,864 | 0.00% | 31q | -1.4%-$145.0K |
| D. E. Shaw & Co., Inc. | $9.6M | 450,754 | 0.00% | 3q | -4.2%-$420.7K |
| AMERICAN CENTURY COMPANIES INC | $9.5M | 448,270 | 0.00% | 22q | +40.3%+$2.7M |
| JPMORGAN CHASE & CO | $9.4M | 429,672 | 0.00% | 31q | -23.1%-$2.8M |
| RAYMOND JAMES FINANCIAL INC | $9.4M | 443,895 | 0.00% | 7q | -6.1%-$608.7K |
| California Public Employees Retirement System | $9.3M | 439,040 | 0.01% | 31q | +4.8%+$423.9K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $8.8M | 416,554 | 0.01% | 3q | -84.0%-$46.2M |
| DEUTSCHE BANK AG\ | $8.5M | 402,983 | 0.00% | 34q | +3.0%+$247.7K |
| RHUMBLINE ADVISERS | $8.5M | 399,964 | 0.01% | 31q | -17.9%-$1.8M |
| EXCHANGE TRADED CONCEPTS, LLC | $8.5M | 398,550 | 0.04% | 4q | +276.3%+$6.2M |
| Swiss National Bank | $8.3M | 390,190 | 0.00% | 31q | +1.6%+$127.3K |
| AMERIPRISE FINANCIAL INC | $8.1M | 380,367 | 0.00% | 31q | +1.2%+$98.3K |
| JOHN G ULLMAN & ASSOCIATES INC | $7.6M | 358,848 | 0.92% | 31q | -4.7%-$377.4K |
| GABELLI FUNDS LLC | $7.4M | 348,258 | 0.05% | 31q | -12.0%-$1.0M |
| Hudson Value Partners, LLC | $7.4M | 348,073 | 1.85% | 13q | -0.8%-$56.0K |
| Advisors Asset Management, Inc. | $7.3M | 345,476 | 0.11% | 17q | +24.1%+$1.4M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $7.0M | 329,515 | 0.03% | 31q | -9.3%-$712.4K |
| Nuveen, LLC | $6.9M | 325,547 | 0.00% | 6q | +4.3%+$281.6K |
| Phocas Financial Corp. | $6.8M | 322,253 | 0.95% | 3q | +96.6%+$3.4M |
| Covalis Capital LLP | $6.8M | 320,176 | 0.38% | 3q | +60.1%+$2.5M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $6.6M | 309,092 | 0.01% | 31q | -3.3%-$224.4K |
| Creative Planning | $6.5M | 307,937 | 0.00% | 31q | +2.3%+$146.9K |
| Verition Fund Management LLC | $6.4M | 300,000 | 0.03% | 8q | HELD |
| Man Group plc | $6.3M | 297,903 | 0.01% | 6q | -21.3%-$1.7M |
| Russell Investments Group, Ltd. | $6.2M | 290,591 | 0.01% | 31q | +0.7%+$44.6K |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | $6.1M | 286,399 | 0.02% | 31q | +1219.9%+$5.6M |
| BESSEMER GROUP INC | $6.1M | 285,436 | 0.01% | 22q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $5.9M | 279,197 | 0.01% | 31q | +1.5%+$89.9K |
| FIFTH THIRD BANCORP | $5.6M | 266,185 | 0.01% | 31q | -8.0%-$493.9K |
| Angeles Investment Advisors, LLC | $5.2M | 245,414 | 0.31% | 10q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $5.0M | 235,208 | 0.00% | 31q | +45.3%+$1.6M |
| Magellan Asset Management Ltd | $4.9M | 231,541 | 0.11% | new | NEW |
| CAPITAL FUND MANAGEMENT S.A. | $4.8M | 227,000 | 0.02% | 7q | +59.0%+$1.8M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4.8M | 224,054 | 0.00% | 31q | -5.0%-$248.6K |
| Balyasny Asset Management L.P. | $4.8M | 224,010 | 0.01% | 2q | -21.4%-$1.3M |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $4.7M | 221,211 | 0.01% | 31q | +2.5%+$114.0K |
| LPL Financial LLC | $4.6M | 217,032 | 0.00% | 31q | +27.7%+$997.1K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $4.4M | 205,889 | 0.00% | 31q | +10.3%+$408.1K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $4.2M | 199,679 | 0.01% | 31q | HELD |
| Squarepoint Ops LLC | $4.2M | 197,571 | 0.00% | 2q | +16.2%+$583.6K |
| Oak Thistle LLC | $4.0M | 190,399 | 0.39% | new | NEW |
| PRUDENTIAL FINANCIAL INC | $4.0M | 190,069 | 0.00% | 31q | +2.1%+$84.2K |
| Vennlight Capital Management, LP | $3.9M | 184,163 | 2.62% | new | NEW |
| Lighthouse Investment Partners, LLC | $3.8M | 180,730 | 0.10% | 2q | +875.0%+$3.4M |
| GAMCO INVESTORS, INC. ET AL | $3.8M | 180,346 | 0.03% | 13q | -3.3%-$128.9K |
| HENNESSY ADVISORS INC | $3.8M | 179,707 | 0.12% | 31q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-08 | 13G | Dimensional Fund Advisors LP | 5.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 109 | $101.9M | 5,495,898 | 13 | 29 | 25 | 0.0% |
| Q2 2026 | 440 | $4.1B | 194,224,653 | 62 | 146 | 116 | 0.0% |
| Q1 2026 | 424 | $4.0B | 191,660,891 | 48 | 153 | 102 | 0.0% |
| Q4 2025 | 417 | $3.8B | 195,651,170 | 57 | 146 | 106 | 0.0% |
| Q3 2025 | 410 | $3.0B | 166,532,880 | 53 | 129 | 123 | 0.0% |
| Q2 2025 | 411 | $2.7B | 162,067,239 | 56 | 131 | 113 | 0.0% |
| Q1 2025 | 404 | $2.8B | 165,953,930 | 60 | 122 | 116 | 0.0% |
| Q4 2024 | 402 | $2.9B | 163,287,767 | 54 | 146 | 91 | 0.1% |
| Q3 2024 | 408 | $4.2B | 153,298,589 | 54 | 122 | 120 | 0.2% |
| Q2 2024 | 388 | $3.8B | 152,850,703 | 52 | 101 | 119 | 0.2% |
| Q1 2024 | 395 | $4.0B | 156,164,592 | 54 | 103 | 130 | 0.3% |
| Q4 2023 | 377 | $2.9B | 148,766,116 | 29 | 105 | 125 | 0.1% |
| Q3 2023 | 379 | $2.8B | 143,632,589 | 44 | 117 | 132 | 0.2% |
| Q2 2023 | 382 | $3.1B | 147,183,387 | 41 | 126 | 113 | 0.2% |
| Q1 2023 | 414 | $4.5B | 148,046,089 | 44 | 116 | 126 | 0.1% |
| Q4 2022 | 405 | $4.4B | 145,406,807 | 46 | 104 | 136 | 0.1% |
| Q3 2022 | 370 | $5.3B | 193,319,267 | 39 | 102 | 125 | 0.1% |
| Q2 2022 | 387 | $6.5B | 240,509,073 | 39 | 112 | 135 | 0.4% |
| Q1 2022 | 404 | $7.2B | 269,033,670 | 61 | 125 | 122 | 0.2% |
| Q4 2021 | 403 | $8.9B | 286,754,727 | 45 | 132 | 113 | 0.2% |
| Q3 2021 | 389 | $7.8B | 263,094,532 | 31 | 120 | 115 | 0.2% |
| Q2 2021 | 390 | $7.4B | 235,333,184 | 39 | 116 | 119 | 0.3% |
| Q1 2021 | 394 | $7.3B | 230,645,797 | 56 | 122 | 117 | 0.2% |
| Q4 2020 | 374 | $6.1B | 231,833,429 | 42 | 102 | 129 | 0.1% |
| Q3 2020 | 346 | $4.3B | 190,845,079 | 44 | 108 | 109 | 0.1% |
| Q2 2020 | 333 | $4.4B | 198,339,084 | 35 | 102 | 115 | 0.1% |
| Q1 2020 | 350 | $6.8B | 316,487,352 | 36 | 123 | 115 | 0.1% |
| Q4 2019 | 378 | $6.9B | 232,675,079 | 47 | 117 | 105 | 0.1% |
| Q3 2019 | 340 | $6.1B | 214,324,598 | 27 | 110 | 114 | 0.1% |
| Q2 2019 | 345 | $5.6B | 215,000,219 | 44 | 112 | 97 | 0.1% |
| Q1 2019 | 356 | $5.6B | 214,400,322 | 48 | 105 | 108 | 0.1% |
| Q4 2018 | 355 | $5.3B | 221,848,227 | 8 | 5 | 7 | 0.1% |
