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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
NYSE · Utilities · Regulated Gas · Tech Score Buy · Power 64 · $4.1B mcap · 204M float · 0.817% daily turnover · Short 52% of daily vol
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.

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

Sold Out (20)
Biggest Increases (20)
HolderAddedChange %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)
HolderReducedChange %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

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms