MDU — MDU RES GROUP INC
As of Q2 2026, 35 SEC-registered investment managers reported holding MDU (MDU RES GROUP INC) in their latest 13F filings, with a combined reported value of $1.40B across 66.12M shares. That is +9.0% by share count (+5.43M shares) versus the previous quarter, while reported value moved +11.5%. Ownership is concentrated: the five largest holders account for 66.3% of reported value and the top ten for 81.6%.
Compared with the prior quarter, 1 opened new positions, 20 added to existing stakes, 14 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MDU is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 27.35M | $580.13M | 0.01% | Add |
| Vanguard Group history | Q4 2025 | 23.83M | $465.13M | 0.01% | Add |
| Bank of America Corp history | Q2 2026 | 6.09M | $129.16M | 0.01% | Reduce |
| Morgan Stanley history | Q2 2026 | 4.09M | $86.68M | 0.01% | Reduce |
| Geode Capital Management history | Q2 2026 | 3.55M | $75.40M | 0.00% | Add |
| Corvex Management history | Q3 2025 | 4.18M | $74.50M | 2.47% | Hold |
| Norges Bank Investment Management history | Q2 2026 | 2.63M | $55.85M | 0.01% | Reduce |
| BNY Mellon history | Q2 2026 | 2.33M | $49.43M | 0.01% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 2.24M | $47.43M | 0.01% | Reduce |
| Invesco Ltd history | Q2 2026 | 2.05M | $43.43M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 1.91M | $40.50M | 0.01% | Add |
| Scopia Capital Management history | Q1 2023 | 1.28M | $39.14M | 3.72% | Add |
| Northern Trust Corp history | Q2 2026 | 1.56M | $33.17M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 1.18M | $24.96M | 0.00% | Add |
| Legal & General Investment Management America history | Q2 2026 | 1.10M | $23.38M | 0.01% | Add |
| Principal Global Investors history | Q2 2026 | 1.01M | $21.38M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 1.01M | $21.34M | 0.00% | Reduce |
| Renaissance Technologies history | Q2 2026 | 957.15K | $20.30M | 0.03% | Add |
| Pzena Investment Management history | Q1 2024 | 795.20K | $20.04M | 0.07% | Hold |
| Two Sigma Investments history | Q2 2026 | 898.51K | $19.06M | 0.01% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 429.67K sh · $9.42M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 93.23K sh · $1.93M
- Marshall Wace sold 28.00K sh · $580.16K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 18.54M | 26.58M | 25.79M | 25.02M | 25.79M | 26.23M | 25.71M | 27.35M |
| Bank of America Corp | 507.15K | 508.19K | 593.44K | 539.38K | 448.99K | 479.71K | 530.16K | 567.51K | 799.47K | 774.04K | 939.35K | 476.31K | 531.47K | 535.93K | 609.87K | 1.00M | 1.14M | 6.11M | 6.20M | 6.09M |
| Morgan Stanley | 1.01M | 927.13K | 1.35M | 1.34M | 1.46M | 1.82M | 1.72M | 2.24M | 2.62M | 2.63M | 2.76M | 3.03M | 2.65M | 3.48M | 4.51M | 3.58M | 3.66M | 4.01M | 4.22M | 4.09M |
| Geode Capital Management | 3.28M | 3.39M | 2.63M | 2.83M | 2.84M | 2.97M | 3.05M | 3.19M | 3.28M | 3.37M | 3.55M | 3.65M | 3.72M | 3.51M | 3.42M | 3.43M | 3.39M | 3.42M | 3.49M | 3.55M |
| Norges Bank Investment Management | — | — | — | — | — | 2.02M | — | — | — | 1.97M | — | 2.35M | — | 2.27M | — | 2.40M | — | 3.05M | — | 2.63M |
| BNY Mellon | 3.05M | 2.60M | 2.52M | 3.23M | 3.22M | 2.97M | 2.96M | 2.96M | 2.82M | 2.09M | 1.96M | 1.96M | 1.79M | 2.11M | 2.02M | 1.92M | 2.59M | 2.44M | 2.36M | 2.33M |
| Charles Schwab Investment Management | 1.67M | 1.72M | 1.79M | 1.78M | 1.84M | 1.89M | 1.89M | 1.89M | 1.86M | 1.92M | 1.98M | 1.98M | 2.08M | 2.18M | 2.33M | 2.46M | 1.99M | 2.21M | 2.26M | 2.24M |
| Invesco Ltd | 1.22M | 1.19M | 1.85M | 1.96M | 1.68M | 2.04M | 1.06M | 985.25K | 1.30M | 1.41M | 1.88M | 3.11M | 3.16M | 2.40M | 3.12M | 2.34M | 1.97M | 1.94M | 1.88M | 2.05M |
| Citadel Advisors | 154.55K | 83.48K | 529.73K | 789.67K | 384.84K | 628.35K | 553.44K | 428.01K | 1.94M | 1.60M | 102.66K | 23.60K | 1.10M | 290.37K | 111.51K | 282.45K | 1.18M | 1.72M | 1.09M | 1.91M |
| Northern Trust Corp | 1.87M | 1.57M | 1.55M | 1.65M | 1.63M | 1.50M | 1.49M | 1.43M | 1.41M | 1.44M | 1.26M | 1.40M | 1.63M | 1.58M | 1.58M | 1.51M | 1.58M | 1.49M | 1.53M | 1.56M |
| Goldman Sachs Group | 946.70K | 1.04M | 571.51K | 843.13K | 1.66M | 1.61M | 274.19K | 621.09K | 447.61K | 325.12K | 243.35K | 386.75K | 355.81K | 958.34K | 502.80K | 494.87K | 1.27M | 593.45K | 1.10M | 1.18M |
| Legal & General Investment Management America | 422.43K | 424.65K | 432.63K | 439.63K | 438.12K | 473.13K | 477.01K | 509.58K | 503.44K | 496.06K | 481.00K | 438.29K | 449.57K | 692.78K | 690.67K | 688.30K | 971.21K | 874.58K | 815.28K | 1.10M |
| Principal Global Investors | 700.79K | 692.02K | 691.34K | 800.42K | 792.57K | 797.31K | 804.60K | 764.53K | 751.07K | 747.57K | 766.64K | 678.90K | 472.13K | 988.01K | 1.01M | 1.01M | 980.15K | 970.64K | 990.33K | 1.01M |
| UBS Group AG | 162.72K | 182.95K | 111.64K | 95.05K | 94.91K | 136.55K | 175.54K | 93.45K | 180.24K | 158.70K | 150.47K | 152.79K | 131.89K | 789.92K | 1.02M | 1.06M | 975.64K | 1.56M | 1.71M | 1.01M |
| Renaissance Technologies | 280.25K | 520.55K | 1.03M | 613.65K | 266.85K | 171.00K | 126.70K | — | 527.35K | 46.95K | — | 26.53K | — | — | 346.55K | 185.80K | 46.75K | 313.05K | 929.84K | 957.15K |
| Two Sigma Investments | — | — | 215.99K | — | 32.54K | — | 157.69K | 327.26K | 600.80K | 965.83K | 606.59K | 470.34K | 384.75K | — | — | 120.47K | 26.06K | 199.11K | 482.58K | 898.51K |
| MFS Investment Management | 42.71K | — | — | — | — | — | — | — | — | — | 1.08M | 1.15M | 1.12M | 1.04M | 1.01M | 964.50K | 931.32K | 899.15K | 853.79K | 811.30K |
| Wells Fargo & Co | 999.70K | 691.24K | 667.51K | 380.96K | 370.66K | 375.09K | 368.99K | 358.52K | 320.69K | 334.81K | 207.19K | 188.54K | 196.20K | 160.35K | 158.00K | 284.66K | 164.01K | 818.50K | 845.68K | 808.79K |
| PSP Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | 507.93K | 646.58K | 696.60K | 796.98K | 707.20K | 731.20K | 718.06K |
| Millennium Management | 551.32K | 1.84M | 1.95M | 133.52K | 265.83K | 997.93K | 939.33K | 2.08M | 2.22M | 1.35M | 720.51K | 240.80K | 327.17K | 661.88K | 1.34M | 1.07M | 1.13M | 353.56K | 333.96K | 624.80K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details