MDU Resources Group Inc (MDU) Ownership

18.80 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of MDU Resources Group Inc (MDU), owning a total of 20.5 million shares. Combined, the top 36 institutional holders of MDU own 71.41% of the company with a total of 145.6 million shares.

In the latest ownership report on June 30th 2024, the top 36 institutional holders increased their combined ownership of MDU by 5.8 million shares. 14 institutions bought 8,150,867 total additional shares and increased their ownership by an average of 46.69%. However 6 institutions sold 2,330,204 total shares and decreased their ownership by an average of 9.13%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of MDU Resources Group increased by a net total of 5,820,663 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.063%	-0.715%	20,517,211	-147,681	2024-06-30
BlackRock Inc	9.127%	-2.047%	18,609,410	-388,819	2024-06-30
Corvex Management LP	4.977%	0.000%	10,147,041	0	2024-06-30
Dimensional Fund Advisors, Inc.	3.675%	8.132%	7,491,990	563,424	2024-06-30
FMR Inc	3.645%	-5.562%	7,430,765	-437,637	2024-06-30
State Street Corp	3.055%	1.666%	6,229,466	102,056	2024-06-30
Morgan Stanley - Brokerage Accounts	2.970%	9.640%	6,055,288	532,402	2024-06-30
Barrow Hanley Mewhinney & Strauss LLC	2.967%	40.927%	6,048,344	1,756,530	2024-06-30
American Century Companies Inc	2.040%	30.732%	4,158,224	977,487	2024-06-30
Geode Capital Management, LLC	1.792%	3.071%	3,654,110	108,876	2024-06-30
Amvescap Plc.	1.528%	65.381%	3,114,554	1,231,293	2024-06-30
First Trust Advisors L.P.	1.490%	6.678%	3,038,439	190,205	2024-06-30
NORGES BANK	1.155%	19.591%	2,353,860	385,607	2024-06-30
Macquarie Group Ltd	1.099%	430.371%	2,240,766	1,818,276	2024-06-30
Frontier Capital Management CO Inc	1.047%	0.308%	2,134,928	6,549	2024-06-30
Charles Schwab Investment Management Inc	0.971%	0.213%	1,980,513	4,206	2024-06-30
Bank of New York Mellon Corp	0.961%	-0.174%	1,958,926	-3,418	2024-06-30
River Road Asset Management, LLC	0.942%	-38.573%	1,921,178	-1,206,379	2024-06-30
Allspring Global Investments Holdings, LLC	0.858%	-7.719%	1,748,556	-146,270	2024-06-30
AQR Capital Management LLC	0.856%	36.563%	1,745,980	467,465	2024-06-30
U.S. Bancorp	0.822%	0.389%	1,676,768	6,491	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.063%	-0.715%	20,517,211	-147,681	2024-06-30
BlackRock Inc	9.127%	-2.047%	18,609,410	-388,819	2024-06-30
Corvex Management LP	4.977%	0.000%	10,147,041	0	2024-06-30
Dimensional Fund Advisors, Inc.	3.675%	8.132%	7,491,990	563,424	2024-06-30
FMR Inc	3.645%	-5.562%	7,430,765	-437,637	2024-06-30
State Street Corp	3.055%	1.666%	6,229,466	102,056	2024-06-30
State Street Corporation	3.005%	2.494%	6,127,410	149,081	2024-03-31
Morgan Stanley - Brokerage Accounts	2.970%	9.640%	6,055,288	532,402	2024-06-30
Barrow Hanley Mewhinney & Strauss LLC	2.967%	40.927%	6,048,344	1,756,530	2024-06-30
American Century Companies Inc	2.040%	30.732%	4,158,224	977,487	2024-06-30
Geode Capital Management, LLC	1.792%	3.071%	3,654,110	108,876	2024-06-30
Amvescap Plc.	1.528%	65.381%	3,114,554	1,231,293	2024-06-30
First Trust Advisors L.P.	1.490%	6.678%	3,038,439	190,205	2024-06-30
Franklin Resources Inc	1.279%	-38.029%	2,606,723	-1,599,648	2024-03-31
LSV Asset Management	1.158%	-41.789%	2,354,795	-1,690,506	2022-09-30
NORGES BANK	1.155%	19.591%	2,353,860	385,607	2024-06-30
Macquarie Group Ltd	1.099%	430.371%	2,240,766	1,818,276	2024-06-30
Millennium Management LLC	1.054%	3.188%	2,146,460	66,324	2023-09-30
Frontier Capital Management CO Inc	1.047%	0.308%	2,134,928	6,549	2024-06-30
Electron Capital Partners, LLC	1.004%	-6.803%	2,041,478	-149,011	2022-09-30
Charles Schwab Investment Management Inc	0.971%	0.213%	1,980,513	4,206	2024-06-30
Bank of New York Mellon Corp	0.961%	-0.174%	1,958,926	-3,418	2024-06-30
River Road Asset Management, LLC	0.942%	-38.573%	1,921,178	-1,206,379	2024-06-30
Citadel Advisors Llc	0.934%	457.196%	1,904,000	1,562,289	2023-09-30
J. Goldman & Co LP	0.903%	14.747%	1,841,824	236,708	2023-12-31
59 North Capital Management, LP	0.889%	-50.370%	1,812,004	-1,838,985	2023-09-30
Allspring Global Investments Holdings, LLC	0.858%	-7.719%	1,748,556	-146,270	2024-06-30
AQR Capital Management LLC	0.856%	36.563%	1,745,980	467,465	2024-06-30
U.S. Bancorp	0.822%	0.389%	1,676,768	6,491	2024-06-30
DePrince Race & Zollo Inc	0.796%	-5.871%	1,618,910	-100,973	2022-09-30
Goldman Sachs Group Inc	0.788%	-3.234%	1,605,118	-53,643	2022-12-31
ProShare Advisors LLC	0.773%	40.495%	1,573,762	453,610	2023-06-30
Sasco Capital Inc	0.747%	11.982%	1,522,701	162,930	2024-03-31
Old Republic International Corp	0.710%	0.000%	1,445,000	0	2023-09-30
Northern Trust Corp	0.704%	-3.953%	1,432,610	-58,956	2023-06-30
Scopia Management Inc	0.631%	34.902%	1,284,151	332,237	2023-03-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of MDU Resources Group Inc (MDU), owning a total of 13 million shares. Combined, the top 36 mutual fund holders of MDU own 46.33% of the company with a total of 94.4 million shares.

In the latest ownership report on October 31st 2024, the top 36 fund holders increased their combined ownership of MDU by 65 thousand shares. 5 funds bought 40,191 total additional shares and increased their ownership by an average of 0.35%. However 2 funds sold 105,469 total shares and decreased their ownership by an average of 2.62%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding MDU Resources Group decreased by a net total of -65,278 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.370%	0.087%	12,986,673	11,232	2024-10-31
Avantis US Small Cap Value ETF	2.224%	0.000%	4,534,245	0	2024-10-31
Bridge Builder Large Cap Value	1.661%	-1.757%	3,386,834	-60,569	2024-10-31
iShares S&P Small-Cap 600 Value ETF	1.028%	0.080%	2,095,495	1,675	2024-10-31
First Trust RBA Amer Indl RenaisTM ETF	0.904%	0.607%	1,842,978	11,124	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.885%	0.760%	1,803,300	13,600	2024-10-31
Global X US Infrastructure Dev ETF	0.618%	0.000%	1,259,549	0	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.612%	-3.474%	1,247,598	-44,900	2024-10-31
SPDR® S&P 600 Small Cap Value ETF	0.579%	0.218%	1,179,560	2,560	2024-10-31
Schwab US Small-Cap ETF™	0.482%	0.000%	982,515	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.370%	0.087%	12,986,673	11,232	2024-10-31
iShares Core S&P Mid-Cap ETF	3.119%	-0.221%	6,359,700	-14,087	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.101%	1.847%	6,315,207	114,507	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.000%	-4.971%	6,116,360	-319,942	2024-09-30
Vanguard Small Cap Index	2.378%	-5.976%	4,848,902	-308,166	2024-09-30
Avantis US Small Cap Value ETF	2.224%	0.000%	4,534,245	0	2024-10-31
Bridge Builder Large Cap Value	1.661%	-1.757%	3,386,834	-60,569	2024-10-31
Vanguard Small Cap Value Index Inv	1.610%	-5.114%	3,283,061	-176,960	2024-09-30
SPDR® S&P Dividend ETF	1.572%	-0.086%	3,200,394	-2,745	2023-08-31
Vanguard Institutional Extnd Mkt Idx Tr	1.488%	-2.356%	3,033,926	-73,196	2024-09-30
Vanguard Extended Market Index Investor	1.407%	0.564%	2,865,169	16,056	2023-08-31
Franklin Utilities Fund A1	1.275%	0.000%	2,600,000	0	2024-05-31
Franklin Utilities A1	1.275%	0.000%	2,600,000	0	2024-05-31
iShares S&P Small-Cap 600 Value ETF	1.028%	0.080%	2,095,495	1,675	2024-10-31
Fidelity® Value	0.973%	2.515%	1,980,900	48,600	2023-11-30
DFA US Small Cap Value I	0.940%	4.891%	1,915,850	89,342	2024-09-30
First Trust RBA Amer Indl RenaisTM ETF	0.904%	0.607%	1,842,978	11,124	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.885%	0.760%	1,803,300	13,600	2024-10-31
Delaware Small Cap Value A	0.858%	41.922%	1,749,900	516,900	2024-09-30
Invesco S&P MidCap Quality ETF	0.832%	0.271%	1,696,025	4,590	2024-09-30
SPDR® S&P MIDCAP 400 ETF Trust	0.798%	0.033%	1,627,258	543	2024-09-30
ProShares S&P MidCap 400 Dividend Arst	0.745%	0.355%	1,516,093	5,368	2023-08-31
Allspring Special Small Cap Value A	0.711%	0.000%	1,449,574	0	2024-09-30
SPDR® S&P US Dividend Aristocrats ETFDis	0.684%	-7.490%	1,393,754	-112,842	2023-07-31
Global X US Infrastructure Dev ETF	0.618%	0.000%	1,259,549	0	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.612%	-3.474%	1,247,598	-44,900	2024-10-31
Fidelity Extended Market Index	0.581%	-3.431%	1,183,706	-42,059	2024-09-30
SPDR® S&P 600 Small Cap Value ETF	0.579%	0.218%	1,179,560	2,560	2024-10-31
Fidelity Value	0.566%	-20.086%	1,153,000	-289,800	2024-09-30
Vanguard Dividend Appreciation ETF	0.563%	-0.628%	1,146,325	-7,239	2023-07-31
iShares S&P Mid-Cap 400 Value ETF	0.549%	-0.578%	1,118,478	-6,498	2024-09-30
Fidelity® Extended Market Index	0.537%	0.655%	1,094,165	7,118	2023-11-30
First Trust Indtls/PrdcrDurbAlphaDEX®ETF	0.493%	0.000%	1,004,172	0	2024-06-30
Schwab US Small-Cap ETF™	0.482%	0.000%	982,515	0	2024-10-31
State St S&P Midcap® Indx SL Cl II	0.470%	2.659%	957,638	24,800	2024-09-30
Vanguard High Dividend Yield ETF	0.449%	-1.027%	913,747	-9,480	2023-10-31