MDU Resources Group Inc (MDU) Ownership

31.01 ↓0.53 (-1.68%)

As of February 3, 2023, 3:59pm 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 21.7 million shares. Combined, the top 21 institutional holders of MDU own 53.01% of the company with a total of 107.8 million shares.

In the latest ownership report on September 30th 2022, the top 21 institutional holders increased their combined ownership of MDU by 235 thousand shares. 8 institutions bought 4,357,850 total additional shares and increased their ownership by an average of 41.16%. However 12 institutions sold 4,123,247 total shares and decreased their ownership by an average of 6.95%.

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 234,603 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	10.660%	1.019%	21,677,094	218,558	2022-09-30
BlackRock Inc	8.936%	-2.382%	18,170,735	-443,287	2022-09-30
State Street Corporation	8.277%	-7.417%	16,831,291	-1,348,308	2022-09-30
Corvex Management LP	4.990%	16.255%	10,147,041	1,418,766	2022-09-30
Dimensional Fund Advisors, Inc.	2.511%	4.235%	5,105,706	207,459	2022-09-30
Franklin Resources Inc	2.168%	-0.045%	4,408,470	-1,974	2022-09-30
Barrow Hanley Mewhinney & Strauss LLC	1.731%	-1.165%	3,520,767	-41,484	2022-09-30
Bank of New York Mellon Corp	1.583%	-0.384%	3,218,264	-12,390	2022-09-30
Geode Capital Management, LLC	1.396%	0.108%	2,838,050	3,070	2022-09-30
LSV Asset Management	1.158%	-41.789%	2,354,795	-1,690,506	2022-09-30
FMR Inc	1.039%	25.737%	2,113,490	432,614	2022-09-30
Electron Capital Partners, LLC	1.004%	-6.803%	2,041,478	-149,011	2022-09-30
59 North Capital Management, LP	0.921%	182.244%	1,872,744	1,209,224	2022-09-30
Charles Schwab Investment Management Inc	0.903%	2.944%	1,836,537	52,526	2022-09-30
River Road Asset Management, LLC	0.901%	-1.043%	1,833,042	-19,325	2022-09-30
U.S. Bancorp	0.864%	-1.113%	1,756,929	-19,770	2022-09-30
Amvescap Plc.	0.827%	-14.055%	1,681,764	-275,034	2022-09-30
Goldman Sachs Group Inc	0.816%	96.739%	1,658,761	815,633	2022-09-30
Northern Trust Corp	0.801%	-1.284%	1,629,365	-21,185	2022-09-30
DePrince Race & Zollo Inc	0.796%	-5.871%	1,618,910	-100,973	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.660%	1.019%	21,677,094	218,558	2022-09-30
BlackRock Inc	8.936%	-2.382%	18,170,735	-443,287	2022-09-30
State Street Corporation	8.277%	-7.417%	16,831,291	-1,348,308	2022-09-30
Corvex Management LP	4.990%	16.255%	10,147,041	1,418,766	2022-09-30
Dimensional Fund Advisors, Inc.	2.511%	4.235%	5,105,706	207,459	2022-09-30
Franklin Resources Inc	2.168%	-0.045%	4,408,470	-1,974	2022-09-30
Barrow Hanley Mewhinney & Strauss LLC	1.731%	-1.165%	3,520,767	-41,484	2022-09-30
Bank of New York Mellon Corp	1.583%	-0.384%	3,218,264	-12,390	2022-09-30
Geode Capital Management, LLC	1.396%	0.108%	2,838,050	3,070	2022-09-30
LSV Asset Management	1.158%	-41.789%	2,354,795	-1,690,506	2022-09-30
FMR Inc	1.039%	25.737%	2,113,490	432,614	2022-09-30
Electron Capital Partners, LLC	1.004%	-6.803%	2,041,478	-149,011	2022-09-30
59 North Capital Management, LP	0.921%	182.244%	1,872,744	1,209,224	2022-09-30
Charles Schwab Investment Management Inc	0.903%	2.944%	1,836,537	52,526	2022-09-30
River Road Asset Management, LLC	0.901%	-1.043%	1,833,042	-19,325	2022-09-30
U.S. Bancorp	0.864%	-1.113%	1,756,929	-19,770	2022-09-30
Amvescap Plc.	0.827%	-14.055%	1,681,764	-275,034	2022-09-30
Goldman Sachs Group Inc	0.816%	96.739%	1,658,761	815,633	2022-09-30
Northern Trust Corp	0.801%	-1.284%	1,629,365	-21,185	2022-09-30
DePrince Race & Zollo Inc	0.796%	-5.871%	1,618,910	-100,973	2022-09-30
Old Republic International Corp	0.728%	0.000%	1,479,500	0	2022-06-30

Mutual Fund Ownership

SPDR® S&P Dividend ETF is the biggest individual fund holder of MDU Resources Group Inc (MDU), owning a total of 8.5 million shares. Combined, the top 21 mutual fund holders of MDU own 29.30% of the company with a total of 59.6 million shares.

In the latest ownership report on December 31st 2022, the top 21 fund holders increased their combined ownership of MDU by 88 thousand shares. 8 funds bought 299,534 total additional shares and increased their ownership by an average of 1.53%. However 4 funds sold 211,311 total shares and decreased their ownership by an average of 3.45%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding MDU Resources Group increased by a net total of 88,223 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P Dividend ETF	4.185%	0.240%	8,509,854	20,394	2022-12-31
Vanguard Total Stock Mkt Idx Inv	3.049%	1.483%	6,200,700	90,585	2022-12-31
Vanguard Small Cap Index	2.577%	-0.249%	5,239,577	-13,100	2022-12-31
Franklin Utilities A1	2.164%	0.000%	4,400,000	0	2022-12-31
Vanguard Small Cap Value Index Inv	1.803%	0.717%	3,666,225	26,086	2022-12-31
Vanguard Extended Market Index Investor	1.345%	-2.038%	2,734,306	-56,893	2022-12-31
SPDR® S&P US Dividend Aristocrats ETFDis	0.900%	6.328%	1,830,215	108,930	2022-12-31
SPDR® S&P MIDCAP 400 ETF Trust	0.894%	1.979%	1,817,859	35,281	2022-12-31
Bridge Builder Large Cap Value	0.894%	-1.849%	1,816,952	-34,228	2022-12-31
Vanguard Dividend Appreciation ETF	0.642%	0.925%	1,306,182	11,966	2022-12-31
State St S&P Midcap® Indx SL Cl II	0.526%	0.507%	1,070,338	5,400	2022-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.493%	-9.649%	1,002,798	-107,090	2022-12-31
Vanguard High Dividend Yield ETF	0.435%	0.101%	884,967	892	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P Dividend ETF	4.185%	0.240%	8,509,854	20,394	2022-12-31
iShares Core S&P Mid-Cap ETF	3.087%	-0.038%	6,277,357	-2,390	2022-12-30
Vanguard Total Stock Mkt Idx Inv	3.049%	1.483%	6,200,700	90,585	2022-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.982%	1.136%	6,064,099	68,119	2022-09-30
Vanguard Small Cap Index	2.577%	-0.249%	5,239,577	-13,100	2022-12-31
Franklin Utilities A1	2.164%	0.000%	4,400,000	0	2022-12-31
Vanguard Small Cap Value Index Inv	1.803%	0.717%	3,666,225	26,086	2022-12-31
Vanguard Extended Market Index Investor	1.345%	-2.038%	2,734,306	-56,893	2022-12-31
SPDR® S&P US Dividend Aristocrats ETFDis	0.900%	6.328%	1,830,215	108,930	2022-12-31
SPDR® S&P MIDCAP 400 ETF Trust	0.894%	1.979%	1,817,859	35,281	2022-12-31
Bridge Builder Large Cap Value	0.894%	-1.849%	1,816,952	-34,228	2022-12-31
iShares S&P Mid-Cap 400 Value ETF	0.735%	0.000%	1,495,369	0	2022-12-30
Fidelity® Value	0.681%	-1.914%	1,383,800	-27,000	2022-11-30
Vanguard Dividend Appreciation ETF	0.642%	0.925%	1,306,182	11,966	2022-12-31
DFA US Small Cap Value I	0.570%	0.000%	1,158,469	0	2022-11-30
State St S&P Midcap® Indx SL Cl II	0.526%	0.507%	1,070,338	5,400	2022-12-31
Fidelity® Extended Market Index	0.501%	0.000%	1,017,983	0	2022-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.493%	-9.649%	1,002,798	-107,090	2022-12-31
Vanguard High Dividend Yield ETF	0.435%	0.101%	884,967	892	2022-12-31
Schwab US Small-Cap ETF™	0.422%	0.150%	857,588	1,287	2022-12-30
ProShares S&P MidCap 400 Dividend Arst	0.418%	-1.239%	850,503	-10,671	2022-07-31