DaveManuel.com · Institutional Ownership · Who Owns It
MID PENN BANCORP INC (MPB)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
147
Reporting holders
$470.1M
Reported value
53.4%
Of shares outstanding
0.2%
Calls
0.0%
Puts
-4
Holder change
Institutions report 13,534,788 shares against 25,335,215 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.
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 |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | $80.4M | 2,307,141 | 0.01% | 21q | +1.4%+$1.1M |
| BlackRock, Inc. | $60.1M | 1,726,193 | 0.00% | 8q | +15.3%+$8.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $34.8M | 999,325 | 0.00% | 2q | +9.2%+$2.9M |
| DIMENSIONAL FUND ADVISORS LP | $30.9M | 885,611 | 0.01% | 31q | +18.4%+$4.8M |
| ALLIANCEBERNSTEIN L.P. | $26.6M | 827,225 | 0.01% | 21q | -6.8%-$2.0M |
| STATE STREET CORP | $24.3M | 696,171 | 0.00% | 31q | +25.7%+$5.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $20.3M | 581,743 | 0.00% | 31q | +15.4%+$2.7M |
| AMERICAN CENTURY COMPANIES INC | $12.4M | 355,669 | 0.01% | 16q | +17.9%+$1.9M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9.4M | 270,643 | 0.01% | 21q | -0.6%-$59.8K |
| BANC FUNDS CO LLC | $7.2M | 207,982 | 1.20% | 31q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $6.7M | 193,233 | 0.00% | 2q | +21.7%+$1.2M |
| Petiole USA ltd | $6.7M | 192,411 | 4.82% | 19q | -1.1%-$73.2K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.4M | 183,840 | 0.00% | 31q | +10.0%+$584.6K |
| NORTHERN TRUST CORP | $6.4M | 182,414 | 0.00% | 31q | +16.9%+$917.1K |
| Nuveen, LLC | $6.2M | 177,553 | 0.00% | 6q | +107.8%+$3.2M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $5.7M | 163,956 | 0.10% | 22q | +5.1%+$278.7K |
| EMERALD MUTUAL FUND ADVISERS TRUST | $5.7M | 162,411 | 0.20% | 21q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $5.1M | 147,304 | 0.00% | 2q | +11.1%+$512.2K |
| CITADEL ADVISORS LLC | $5.1M incl. $243.9K options CALL | 138,792 | 0.00% | 7q | +347.3%+$3.9M |
| PNC Financial Services Group, Inc. | $4.7M | 134,855 | 0.00% | 8q | HELD |
| Qube Research & Technologies Ltd | $4.6M | 132,679 | 0.00% | new | NEW |
| KENNEDY CAPITAL MANAGEMENT LLC | $4.0M | 114,837 | 0.07% | 11q | -1.9%-$75.6K |
| Bank of New York Mellon Corp | $4.0M | 114,576 | 0.00% | 31q | +5.9%+$224.1K |
| Empowered Funds, LLC | $3.9M | 112,353 | 0.02% | 13q | +7.7%+$278.7K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $3.9M | 112,107 | 0.01% | 8q | +0.8%+$30.0K |
| GENDELL JEFFREY L | $3.8M | 108,271 | 0.03% | 2q | HELD |
| ROYCE & ASSOCIATES LP | $3.7M | 106,457 | 0.03% | 18q | +6.1%+$214.2K |
| MORGAN STANLEY | $3.7M | 105,600 | 0.00% | 35q | +91.2%+$1.8M |
| Russell Investments Group, Ltd. | $3.6M | 104,379 | 0.00% | 5q | -22.8%-$1.1M |
| GOLDMAN SACHS GROUP INC | $3.6M | 103,729 | 0.00% | 13q | -31.2%-$1.6M |
| De Lisle Partners LLP | $3.2M | 92,824 | 0.35% | 10q | HELD |
| DEPRINCE RACE & ZOLLO INC | $2.5M | 70,825 | 0.04% | 5q | -48.5%-$2.3M |
| MARSHALL WACE, LLP | $2.4M | 67,846 | 0.00% | 3q | +302.6%+$1.8M |
| TWO SIGMA INVESTMENTS, LP | $2.3M | 65,652 | 0.00% | 12q | +52.4%+$786.3K |
| Rhino Investment Partners, Inc | $2.1M | 59,419 | 0.63% | 3q | -74.4%-$6.0M |
| MANGROVE PARTNERS IM, LLC | $2.0M | 57,300 | 0.13% | 5q | HELD |
| BANK OF AMERICA CORP /DE/ | $2.0M | 57,040 | 0.00% | 31q | -22.0%-$560.5K |
| RKL Wealth Management LLC | $1.9M | 55,230 | 0.15% | 18q | HELD |
| Minerva Advisors LLC | $1.9M | 54,177 | 1.19% | 31q | HELD |
| BARCLAYS PLC | $1.8M | 51,991 | 0.00% | 31q | +39.9%+$516.3K |
| Wilmington Savings Fund Society, FSB | $1.7M | 49,400 | 0.04% | 35q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $1.7M | 48,337 | 0.00% | 8q | +77.7%+$736.3K |
| MILLENNIUM MANAGEMENT LLC | $1.7M | 47,909 | 0.00% | 4q | +145.3%+$988.7K |
| JPMORGAN CHASE & CO | $1.6M | 48,130 | 0.00% | 31q | +14.1%+$203.2K |
| Curi Capital, LLC | $1.4M | 39,796 | 0.02% | 3q | HELD |
| FIRST MANHATTAN CO. LLC. | $1.2M | 34,787 | 0.00% | 2q | -54.7%-$1.5M |
| EMERALD ADVISERS, LLC | $1.1M | 32,275 | 0.03% | 8q | HELD |
| Oppenheimer & Close, LLC | $1.1M | 31,950 | 0.70% | 5q | HELD |
| Invesco Ltd. | $1.0M | 29,694 | 0.00% | 18q | -2.6%-$28.0K |
| FRANKLIN RESOURCES INC | $1.0M | 29,072 | 0.00% | 8q | -78.0%-$3.6M |
| RHUMBLINE ADVISERS | $984.3K | 28,251 | 0.00% | 23q | +13.6%+$117.6K |
| ExodusPoint Capital Management, LP | $959.7K | 27,547 | 0.01% | 2q | +106.4%+$494.7K |
| GRACE & WHITE INC /NY | $952.0K | 27,324 | 0.15% | 13q | HELD |
| Wharton Business Group, LLC | $944.4K | 27,108 | 0.03% | 31q | HELD |
| D. E. Shaw & Co., Inc. | $902.3K | 25,897 | 0.00% | 2q | -21.1%-$240.7K |
| AdvisorNet Financial, Inc | $901.2K | 25,866 | 0.04% | 20q | HELD |
| NEW WAVE WEALTH ADVISORS LLC | $884.0K | 25,374 | 0.12% | 9q | +100.0%+$442.0K |
| KENNEDY INVESTMENT GROUP, INC. | $878.7K | 25,222 | 0.30% | 5q | HELD |
| CITIGROUP INC | $814.1K | 23,368 | 0.00% | 31q | +78.4%+$357.7K |
| Mariner, LLC | $780.2K | 22,394 | 0.00% | 2q | -15.0%-$137.5K |
| Vanguard Global Advisers, LLC | $751.4K | 21,568 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $742.0K | 21,298 | 0.00% | 31q | +102.6%+$375.7K |
| DEUTSCHE BANK AG\ | $735.8K | 21,118 | 0.00% | 34q | +66.4%+$293.6K |
| Quantinno Capital Management LP | $722.3K | 20,733 | 0.00% | 4q | +50.7%+$243.0K |
| CNB Bank | $701.7K | 20,140 | 0.27% | 19q | HELD |
| Connor, Clark & Lunn Investment Management Ltd. | $694.9K | 19,946 | 0.00% | 8q | -15.7%-$129.1K |
| XTX Topco Ltd | $693.2K | 19,897 | 0.01% | 2q | +167.9%+$434.5K |
| RAYMOND JAMES FINANCIAL INC | $661.0K | 18,973 | 0.00% | 7q | +0.8%+$5.3K |
| Squarepoint Ops LLC | $645.1K | 18,516 | 0.00% | 2q | +39.4%+$182.2K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $620.0K | 17,783 | 0.00% | 5q | +18.4%+$96.3K |
| SEI INVESTMENTS CO | $591.1K | 16,967 | 0.00% | 3q | -47.2%-$528.7K |
| UBS Group AG | $552.4K | 15,855 | 0.00% | 20q | +5.8%+$30.1K |
| Summit Trail Advisors, LLC | $533.6K | 15,316 | 0.01% | 13q | HELD |
| Jump Financial, LLC | $509.3K | 14,618 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $478.0K | 13,718 | 0.00% | 19q | +3.4%+$15.9K |
| CHOREO, LLC | $463.8K | 13,311 | 0.01% | new | NEW |
| Mystic Asset Management, Inc. | $460.6K | 13,220 | 0.10% | 7q | HELD |
| Rafferty Asset Management, LLC | $455.7K | 13,081 | 0.00% | 4q | +8.3%+$35.0K |
| Janney Montgomery Scott LLC | $447.0K | 12,825 | 0.00% | 2q | HELD |
| MetLife Investment Management, LLC | $441.4K | 12,668 | 0.00% | 20q | +6.8%+$28.3K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $440.4K | 12,642 | 0.00% | 5q | -69.2%-$990.6K |
| Cambridge Investment Research Advisors, Inc. | $430.0K | 12,364 | 0.00% | new | NEW |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $421.4K | 12,096 | 0.01% | 2q | +9.0%+$34.8K |
| AMERIPRISE FINANCIAL INC | $397.2K | 11,400 | 0.00% | 7q | -3.7%-$15.1K |
| Creative Planning | $385.8K | 11,074 | 0.00% | 3q | +3.7%+$13.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $354.6K | 10,177 | 0.00% | 2q | -43.6%-$274.1K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $347.4K | 9,970 | 0.00% | 9q | +9.1%+$29.0K |
| BNP PARIBAS FINANCIAL MARKETS | $337.1K | 9,675 | 0.00% | 31q | +113.2%+$178.9K |
| LSV ASSET MANAGEMENT | $331.0K | 9,500 | 0.00% | 24q | -85.0%-$1.9M |
| MARTINGALE ASSET MANAGEMENT L P | $324.0K | 9,300 | 0.01% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $321.2K | 9,220 | 0.00% | 31q | +48.2%+$104.5K |
| FIRST TRUST ADVISORS LP | $312.4K | 8,966 | 0.00% | 8q | +9.9%+$28.2K |
| Thrivent Financial for Lutherans | $306.0K | 8,789 | 0.00% | new | NEW |
| ACADIAN ASSET MANAGEMENT LLC | $300.0K | 8,643 | 0.00% | 3q | -34.1%-$155.2K |
| Aquatic Capital Management LLC | $292.1K | 8,384 | 0.01% | new | NEW |
| Granite Bay Wealth Management, LLC | $268.0K | 7,698 | 0.02% | new | NEW |
| Stillwater Private Wealth, LLC | $267.0K | 7,007 | 0.17% | 2q | HELD |
| PEAK6 LLC | $264.8K CALL | options only | 0.00% | new | OPTIONS |
| Sequoia Financial Advisors, LLC | $259.7K | 7,455 | 0.00% | new | NEW |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $252.5K | 7,248 | 0.01% | 5q | 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 |
|---|---|---|---|
| 2026-10-07 | 13D/A | Philip A. Norcross, individually and in his capacity as Manager and Trustee INDIVIDUALwith 2 co-filers | 9.7% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-27 | 2026-10-23 | Directors or officers departed or appointed | filing |
| 2026-09-01 | 2026-08-26 | Directors or officers departed or appointed Charter or bylaws amended | filing |
| 2026-08-06 | 2026-01-05 | Directors or officers departed or appointed | filing |
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 | 30 | $10.6M | 299,354 | 8 | 3 | 3 | 0.0% |
| Q2 2026 | 147 | $470.1M | 13,534,788 | 17 | 58 | 28 | 0.2% |
| Q1 2026 | 151 | $420.9M | 13,109,790 | 25 | 55 | 29 | 0.1% |
| Q4 2025 | 134 | $373.6M | 12,038,108 | 19 | 41 | 30 | 0.1% |
| Q3 2025 | 119 | $334.6M | 11,674,559 | 13 | 40 | 35 | 0.1% |
| Q2 2025 | 118 | $312.5M | 11,082,117 | 20 | 54 | 22 | 0.0% |
| Q1 2025 | 110 | $253.8M | 9,794,782 | 12 | 39 | 23 | 0.0% |
| Q4 2024 | 112 | $284.0M | 9,848,159 | 23 | 46 | 11 | 0.0% |
| Q3 2024 | 97 | $224.4M | 7,531,088 | 18 | 33 | 22 | 0.0% |
| Q2 2024 | 88 | $158.9M | 7,240,377 | 11 | 34 | 18 | 0.0% |
| Q1 2024 | 91 | $150.7M | 7,531,474 | 3 | 26 | 27 | 0.0% |
| Q4 2023 | 93 | $178.0M | 7,329,845 | 8 | 32 | 19 | 0.0% |
| Q3 2023 | 90 | $136.8M | 6,793,503 | 13 | 26 | 18 | 0.0% |
| Q2 2023 | 86 | $154.6M | 6,999,914 | 17 | 25 | 22 | 0.0% |
| Q1 2023 | 80 | $179.9M | 7,027,164 | 6 | 30 | 22 | 0.0% |
| Q4 2022 | 88 | $208.7M | 6,962,821 | 18 | 34 | 16 | 0.0% |
| Q3 2022 | 69 | $200.9M | 6,992,589 | 5 | 17 | 17 | 0.0% |
| Q2 2022 | 66 | $187.9M | 6,966,897 | 2 | 24 | 18 | 0.0% |
| Q1 2022 | 70 | $186.8M | 6,923,052 | 8 | 19 | 25 | 0.0% |
| Q4 2021 | 68 | $318.1M | 10,025,475 | 5 | 38 | 13 | 0.0% |
| Q3 2021 | 65 | $212.3M | 7,707,647 | 9 | 21 | 15 | 0.0% |
| Q2 2021 | 63 | $130.5M | 4,755,039 | 24 | 27 | 6 | 0.0% |
| Q1 2021 | 47 | $48.6M | 1,813,929 | 7 | 14 | 10 | 0.0% |
| Q4 2020 | 41 | $37.2M | 1,699,259 | 3 | 15 | 7 | 0.0% |
| Q3 2020 | 41 | $28.4M | 1,637,994 | 3 | 5 | 17 | 0.0% |
| Q2 2020 | 42 | $30.7M | 1,666,344 | 1 | 19 | 10 | 0.0% |
| Q1 2020 | 47 | $35.5M | 1,754,199 | 3 | 15 | 19 | 0.0% |
| Q4 2019 | 48 | $53.1M | 1,848,956 | 3 | 16 | 12 | 0.0% |
| Q3 2019 | 46 | $41.0M | 1,599,061 | 4 | 17 | 10 | 0.0% |
| Q2 2019 | 47 | $36.4M | 1,459,286 | 6 | 21 | 5 | 0.0% |
| Q1 2019 | 41 | $31.6M | 1,289,330 | 2 | 8 | 13 | 0.0% |
| Q4 2018 | 42 | $525.3M | 22,816,416 | 0 | 1 | 2 | 0.0% |