MDU Institutional Ownership
MDU Resources Group, Inc.
1W: +2.6%
1M: +5.8%
3M: -1.4%
YTD: +0.7%
1Y: +0.9%
3Y: +104.2%
5Y: +92.7%
$19.60
+0.21 (+1.08%)
Weekly Expected Move ±2.0%
$18
$19
$19
$20
$20
Credit Risk of going bust: lower than 80% of companies Debt: 38.5% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.51 (down 97%), MDU Resources Group, Inc. would be worth roughly what it owes.
Total debt $2.58B against a stock market value of $4.12B.
Distance to default 9.54 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $1.29B (short-term plus half of long-term), stock volatility 19.8%; Altman Z'' 1.42. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.51 (down 97%), MDU Resources Group, Inc. would be worth roughly what it owes.
Total debt $2.58B against a stock market value of $4.12B.
Distance to default 9.54 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $1.29B (short-term plus half of long-term), stock volatility 19.8%; Altman Z'' 1.42. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — MDU
486
Institutional Holders
+23 vs prior quarter
0.0%
Ownership
+0.00pp
$4B
Total Invested
66
New Positions
157
Increased
172
Reduced
47
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (522 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 27,351,603 | $536M | +1,639,555 | +6.4% | 8Q | SEC ↗ |
| 2 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 13,056,724 | $256M | -703,443 | -5.1% | 19Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 12,692,333 | $249M | +165,359 | +1.3% | 2Q | SEC ↗ |
| 4 | DIMENSIONAL FUND ADVISORS LP | 10,435,060 | $205M | +149,313 | +1.5% | 102Q | SEC ↗ |
| 5 | EARNEST PARTNERS LLC | 9,726,856 | $191M | -155,024 | -1.6% | 4Q | SEC ↗ |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 9,416,562 | $185M | +268,676 | +2.9% | 2Q | SEC ↗ |
| 7 | STATE STREET CORP | 7,376,161 | $145M | +385,887 | +5.5% | 46Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 6,089,546 | $119M | -112,914 | -1.8% | 15Q | SEC ↗ |
| 9 | SEI INVESTMENTS CO | 5,228,758 | $102M | -32,668 | -0.6% | 14Q | SEC ↗ |
| 10 | MORGAN STANLEY | 4,086,803 | $80M | -134,722 | -3.2% | 60Q | SEC ↗ |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 3,553,438 | $70M | +61,998 | +1.8% | 92Q | SEC ↗ |
| 12 | River Road Asset Management, LLC | 3,403,955 | $67M | -673,296 | -16.5% | 5Q | SEC ↗ |
| 13 | WESTWOOD HOLDINGS GROUP INC | 3,221,909 | $63M | -320,137 | -9.0% | 3Q | SEC ↗ |
| 14 | HITE Hedge Asset Management LLC | 3,137,305 | $61M | +1,587,305 | +102.4% | 3Q | SEC ↗ |
| 15 | NORGES BANK NEW | 2,633,250 | $52M | — | +0.0% | 1Q | SEC ↗ |
| 16 | T. Rowe Price Investment Management, I | 2,592,793 | $51M | +434,249 | +20.1% | 5Q | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 2,330,719 | $46M | -33,116 | -1.4% | 76Q | SEC ↗ |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,236,356 | $44M | -28,206 | -1.2% | 15Q | SEC ↗ |
| 19 | Sixth Street Partners Management Compa NEW | 2,236,356 | $44M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Invesco Ltd. | 2,047,618 | $40M | +166,616 | +8.9% | 86Q | SEC ↗ |
| 21 | FRONTIER CAPITAL MANAGEMENT CO LLC | 1,987,666 | $39M | -518,883 | -20.7% | 15Q | SEC ↗ |
| 22 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,954,573 | $38M | +152,895 | +8.5% | 9Q | SEC ↗ |
| 23 | CITADEL ADVISORS LLC | 1,909,701 | $37M | +814,892 | +74.4% | 8Q | SEC ↗ |
| 24 | US BANCORP \DE | 1,690,277 | $33M | -1,605 | -0.1% | 110Q | SEC ↗ |
| 25 | NORTHERN TRUST CORP | 1,564,006 | $31M | +30,613 | +2.0% | 110Q | SEC ↗ |
| 26 | NATIXIS ADVISORS, LLC | 1,548,165 | $30M | -143,773 | -8.5% | 24Q | SEC ↗ |
| 27 | DEROY & DEVEREAUX PRIVATE INVESTMENT C | 1,512,207 | $30M | -41,533 | -2.7% | 5Q | SEC ↗ |
| 28 | FIRST TRUST ADVISORS LP | 1,493,599 | $29M | +12,006 | +0.8% | 64Q | SEC ↗ |
| 29 | JONES FINANCIAL COMPANIES LLLP | 1,490,186 | $29M | +109,156 | +7.9% | 23Q | SEC ↗ |
| 30 | Bragg Financial Advisors, Inc | 1,451,057 | $28M | -797 | -0.1% | 14Q | SEC ↗ |
| 31 | NEW YORK STATE COMMON RETIREMENT FUND | 1,404,875 | $28M | +6,158 | +0.4% | 82Q | SEC ↗ |
| 32 | Perpetual Ltd | 1,369,442 | $27M | +41,560 | +3.1% | 3Q | SEC ↗ |
| 33 | VANGUARD FIDUCIARY TRUST CO | 1,328,342 | $26M | +59,728 | +4.7% | 2Q | SEC ↗ |
| 34 | Allspring Global Investments Holdings, | 1,221,323 | $24M | -259,307 | -17.5% | 19Q | SEC ↗ |
| 35 | GOLDMAN SACHS GROUP INC | 1,176,903 | $23M | +73,571 | +6.7% | 15Q | SEC ↗ |
| 36 | Legal & General Group Plc | 1,102,193 | $22M | +286,912 | +35.2% | 27Q | SEC ↗ |
| 37 | NEUBERGER BERMAN GROUP LLC | 1,076,135 | $21M | -150,532 | -12.3% | 25Q | SEC ↗ |
| 38 | MANAGED ASSET PORTFOLIOS, LLC | 1,040,108 | $20M | +2,702 | +0.3% | 24Q | SEC ↗ |
| 39 | PRINCIPAL FINANCIAL GROUP INC | 1,008,061 | $20M | +17,736 | +1.8% | 83Q | SEC ↗ |
| 40 | UBS Group AG | 1,006,027 | $20M | -701,227 | -41.1% | 47Q | SEC ↗ |
| 41 | RENAISSANCE TECHNOLOGIES LLC | 957,150 | $19M | +27,306 | +2.9% | 6Q | SEC ↗ |
| 42 | Quantinno Capital Management LP | 914,521 | $18M | +261,971 | +40.1% | 12Q | SEC ↗ |
| 43 | TWO SIGMA INVESTMENTS, LP | 898,508 | $18M | +415,932 | +86.2% | 5Q | SEC ↗ |
| 44 | Beck Bode, LLC NEW | 868,285 | $17M | — | +0.0% | 1Q | SEC ↗ |
| 45 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 811,297 | $16M | -42,490 | -5.0% | 10Q | SEC ↗ |
| 46 | WELLS FARGO & COMPANY/MN | 808,790 | $16M | -36,895 | -4.4% | 110Q | SEC ↗ |
| 47 | Gotham Asset Management, LLC | 726,661 | $14M | +222,784 | +44.2% | 12Q | SEC ↗ |
| 48 | VICTORY CAPITAL MANAGEMENT INC | 718,511 | $14M | +78,894 | +12.3% | 28Q | SEC ↗ |
| 49 | Public Sector Pension Investment Board | 718,062 | $14M | -13,135 | -1.8% | 7Q | SEC ↗ |
| 50 | HRT FINANCIAL LP | 679,661 | $13M | -56,329 | -7.7% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 2,633,250 | $52M |
| Sixth Street Partners Management Co | 2,236,356 | $44M |
| Beck Bode, LLC | 868,285 | $17M |
| Magellan Asset Management Ltd | 231,541 | $5M |
| Oak Thistle LLC | 190,399 | $4M |
| Vennlight Capital Management, LP | 184,163 | $4M |
| Ilex Capital Partners (UK) LLP | 160,583 | $3M |
| DARK FOREST CAPITAL MANAGEMENT LP | 126,557 | $2M |
| XTX Topco Ltd | 98,520 | $2M |
| ING GROEP NV | 86,000 | $2M |
| Jupiter Topco LLC | 81,428 | $2M |
| FOX RUN MANAGEMENT, L.L.C. | 62,761 | $1M |
| Magnetar Financial LLC | 58,854 | $1M |
| Ethic Inc. | 55,612 | $1M |
| BOOTHBAY FUND MANAGEMENT, LLC | 53,918 | $1M |
| HSBC HOLDINGS PLC | 52,461 | $1M |
| Friedenthal Financial | 51,385 | $1M |
| Aster Capital Management (DIFC) Ltd | 50,840 | $996K |
| Dynamic Technology Lab Private Ltd | 43,008 | $843K |
| iSAM Funds (UK) Ltd | 42,900 | $841K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| VAUGHAN NELSON INVESTMENT MANAGEMEN | 2,531,705 | $50M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | 1,177,200 | $23M |
| Alyeska Investment Group, L.P. | 550,000 | $11M |
| Yaupon Capital Management LP | 548,025 | $11M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 500,000 | $10M |
| Ghisallo Capital Management LLC | 451,229 | $9M |
| Burkehill Global Management, LP | 300,000 | $6M |
| Aventail Capital Group, LP | 242,895 | $5M |
| Hudson Bay Capital Management LP | 164,190 | $3M |
| Jain Global LLC | 148,308 | $3M |
| CPC Advisors, LLC | 140,351 | $3M |
| Sciencast Management LP | 112,350 | $2M |
| Atom Investors LP | 105,403 | $2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 100,801 | $2M |
| BlueCrest Capital Management Ltd | 100,000 | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 80,838 | $2M |
| SEVEN GRAND MANAGERS, LLC | 75,000 | $1M |
| OCCUDO QUANTITATIVE STRATEGIES LP | 68,304 | $1M |
| Fortress Investment Group LLC | 67,304 | $1M |
| Aquatic Capital Management LLC | 66,221 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +1,639,555 | +6.4% | 27,351,603 |
| HITE Hedge Asset Management LLC | +1,587,305 | +102.4% | 3,137,305 |
| CITADEL ADVISORS LLC | +814,892 | +74.4% | 1,909,701 |
| T. Rowe Price Investment Management | +434,249 | +20.1% | 2,592,793 |
| TWO SIGMA INVESTMENTS, LP | +415,932 | +86.2% | 898,508 |
| STATE STREET CORP | +385,887 | +5.5% | 7,376,161 |
| EXCHANGE TRADED CONCEPTS, LLC | +292,639 | +276.3% | 398,550 |
| MILLENNIUM MANAGEMENT LLC | +290,833 | +87.1% | 624,798 |
| Legal & General Group Plc | +286,912 | +35.2% | 1,102,193 |
| VANGUARD CAPITAL MANAGEMENT LLC | +268,676 | +2.9% | 9,416,562 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIA | +264,700 | +1219.9% | 286,399 |
| Quantinno Capital Management LP | +261,971 | +40.1% | 914,521 |
| Gotham Asset Management, LLC | +222,784 | +44.2% | 726,661 |
| Invesco Ltd. | +166,616 | +8.9% | 2,047,618 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +165,359 | +1.3% | 12,692,333 |
| Lighthouse Investment Partners, LLC | +162,193 | +875.0% | 180,730 |
| Phocas Financial Corp. | +158,317 | +96.6% | 322,253 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | +152,895 | +8.5% | 1,954,573 |
| DIMENSIONAL FUND ADVISORS LP | +149,313 | +1.5% | 10,435,060 |
| Jump Financial, LLC | +142,615 | +963.2% | 157,421 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NOMURA ASSET MANAGEMENT INTERNATION | -2,179,447 | -84.0% | 416,554 |
| BARROW HANLEY MEWHINNEY & STRAUSS L | -703,443 | -5.1% | 13,056,724 |
| UBS Group AG | -701,227 | -41.1% | 1,006,027 |
| River Road Asset Management, LLC | -673,296 | -16.5% | 3,403,955 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | -518,883 | -20.7% | 1,987,666 |
| WESTWOOD HOLDINGS GROUP INC | -320,137 | -9.0% | 3,221,909 |
| Allspring Global Investments Holdin | -259,307 | -17.5% | 1,221,323 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -215,106 | -76.6% | 65,602 |
| EARNEST PARTNERS LLC | -155,024 | -1.6% | 9,726,856 |
| NEUBERGER BERMAN GROUP LLC | -150,532 | -12.3% | 1,076,135 |
| M&T Bank Corp | -148,994 | -47.2% | 166,723 |
| NATIXIS ADVISORS, LLC | -143,773 | -8.5% | 1,548,165 |
| MORGAN STANLEY | -134,722 | -3.2% | 4,086,803 |
| JPMORGAN CHASE & CO | -129,162 | -23.1% | 429,672 |
| BANK OF AMERICA CORP /DE | -112,914 | -1.8% | 6,089,546 |
| FMR LLC | -96,637 | -64.8% | 52,604 |
| RHUMBLINE ADVISERS | -87,106 | -17.9% | 399,964 |
| Man Group plc | -80,522 | -21.3% | 297,903 |
| Balyasny Asset Management L.P. | -60,982 | -21.4% | 224,010 |
| Financial Engines Advisors L.L.C. | -58,464 | -35.6% | 105,703 |