Titelia

Fund shareholders of MDU Resources Group Inc

ISIN US5526901096 · United States · LEI 549300MA0UV6AI6SNV27

Fund shareholders
307
Of which ETFs
92 215 other funds
Value held
1.9B $
Share of capital
43.2 % of 210.3M shares on Jul 30, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 12,273,049254.3M $0.28 %5.83 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 6,503,775134.8M $0.01 %3.09 %as of Mar 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 5,127,480106.2M $0.41 %2.44 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 4,712,67997.6M $0.06 %2.24 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 3,000,97462.2M $0.10 %1.43 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2,440,79255M $0.29 %1.16 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 2,279,86347.2M $0.06 %1.08 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 1,994,45941.3M $0.55 %0.95 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 1,850,17538.3M $0.28 %0.88 %as of Mar 31, 2026 ↗
Nomura Small Cap Value Fund Delaware Group Equity Funds V 1,704,78735.3M $0.97 %0.81 %as of Feb 27, 2026 ↗
Global X U.S. Infrastructure Development ETF GLOBAL X FUNDS 1,683,43334.8M $0.28 %0.80 %as of Feb 28, 2026 ↗
Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust 1,502,76231.1M $0.41 %0.71 %as of Mar 31, 2026 ↗
First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 1,438,97532.4M $3.61 %0.68 %as of Apr 30, 2026 ↗
FPA Queens Road Small Cap Value Fund Investment Managers Series Trust III 1,358,29528.1M $2.37 %0.65 %as of Feb 28, 2026 ↗
VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND 1,321,11327.3M $0.25 %0.63 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 1,292,58926.8M $0.28 %0.61 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,103,29224.9M $0.16 %0.52 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 1,085,50722.5M $0.24 %0.52 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 1,076,13222.3M $0.05 %0.51 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 1,070,37522.2M $0.55 %0.51 %as of Mar 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 1,034,18023.3M $0.61 %0.49 %as of Apr 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 1,014,47822.9M $0.30 %0.48 %as of Apr 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 992,69720.5M $0.10 %0.47 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust 970,97921.9M $0.79 %0.46 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 955,89121.5M $0.16 %0.45 %as of Apr 30, 2026 ↗
Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST 904,36718.7M $0.60 %0.43 %as of Mar 31, 2026 ↗
Nomura VIP Small Cap Value Series Delaware VIP Trust 853,60017.7M $1.02 %0.41 %as of Mar 31, 2026 ↗
Vaughan Nelson Small Cap Fund Natixis Funds Trust I 848,33517.6M $1.28 %0.40 %as of Mar 31, 2026 ↗
AMG River Road Small Cap Value Fund AMG Funds IV 844,86819M $1.75 %0.40 %as of Apr 30, 2026 ↗
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 827,69218.6M $2.05 %0.39 %as of Apr 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 797,93618M $0.02 %0.38 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 780,25716.2M $0.03 %0.37 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 779,90817.6M $0.09 %0.37 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 751,08116.9M $0.03 %0.36 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 700,01214.5M $0.27 %0.33 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 668,78613.8M $0.14 %0.32 %as of Feb 28, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 647,93114.6M $0.10 %0.31 %as of Apr 30, 2026 ↗
MFS New Discovery Value Fund MFS SERIES TRUST XIII 619,07612.8M $0.47 %0.29 %as of Feb 28, 2026 ↗
Neuberger Equity Income Fund NEUBERGER BERMAN EQUITY FUNDS 519,82510.7M $1.00 %0.25 %as of Feb 28, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 502,92210.4M $0.01 %0.24 %as of Feb 28, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 500,40711.3M $0.03 %0.24 %as of Apr 30, 2026 ↗
Needham Aggressive Growth Fund Needham Funds Inc 497,50010.3M $0.65 %0.24 %as of Mar 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 461,9489.6M $0.01 %0.22 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 461,5279.6M $0.49 %0.22 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 449,4749.3M $0.54 %0.21 %as of Feb 28, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 438,7459.9M $0.79 %0.21 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 423,2339.5M $0.02 %0.20 %as of Apr 30, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 389,8818.1M $0.57 %0.19 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 381,2797.9M $0.01 %0.18 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 369,8558.3M $0.02 %0.18 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 343,5787.7M $0.10 %0.16 %as of Apr 30, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 328,7856.8M $0.56 %0.16 %as of Feb 28, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 325,2406.7M $0.26 %0.15 %as of Feb 28, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 315,7316.5M $0.27 %0.15 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 300,4246.2M $0.01 %0.14 %as of Feb 28, 2026 ↗
DWS Small Cap Core Fund DEUTSCHE DWS INVESTMENT TRUST 300,0006.2M $0.59 %0.14 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 299,7296.8M $0.02 %0.14 %as of Apr 30, 2026 ↗
Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST 297,0256.7M $0.27 %0.14 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 293,1896.1M $0.04 %0.14 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 290,3396.5M $0.23 %0.14 %as of Apr 30, 2026 ↗
Adaptiv Select ETF Series Portfolios Trust 284,4106.4M $3.74 %0.14 %as of Apr 30, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 283,4626.4M $0.07 %0.13 %as of Apr 30, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 265,0235.5M $0.33 %0.13 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 264,8575.5M $0.06 %0.13 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 256,5605.3M $0.01 %0.12 %as of Mar 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 206,6114.7M $0.22 %0.10 %as of Apr 30, 2026 ↗
Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I 205,5584.3M $0.60 %0.10 %as of Mar 31, 2026 ↗
AMG River Road Small-Mid Cap Value Fund AMG Funds IV 205,2544.6M $1.40 %0.10 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 200,6734.5M $0.01 %0.10 %as of Apr 30, 2026 ↗
iShares U.S. Utilities ETF iShares Trust 196,9914.4M $0.27 %0.09 %as of Apr 30, 2026 ↗
iShares U.S. Infrastructure ETF iShares Trust 196,9414.1M $0.11 %0.09 %as of Mar 31, 2026 ↗
Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND 188,0743.9M $1.25 %0.09 %as of Mar 31, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 181,7423.8M $0.22 %0.09 %as of Mar 31, 2026 ↗
Hennessy Gas Utility Fund Hennessy Funds Trust 179,7074M $0.75 %0.09 %as of Apr 30, 2026 ↗
Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. 179,3123.7M $1.41 %0.09 %as of Mar 31, 2026 ↗
SEI Enhanced U.S. Large Cap Value Factor ETF SEI EXCHANGE TRADED FUNDS 177,3083.7M $0.31 %0.08 %as of Mar 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 174,4003.6M $0.27 %0.08 %as of Mar 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 171,8203.9M $0.03 %0.08 %as of Apr 30, 2026 ↗
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 167,2583.5M $1.37 %0.08 %as of Mar 31, 2026 ↗
BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I 164,8203.4M $1.28 %0.08 %as of Mar 31, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 163,4413.4M $0.59 %0.08 %as of Mar 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 160,6513.6M $0.27 %0.08 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Value Fund Goldman Sachs Trust 157,3753.3M $0.35 %0.07 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 154,2783.5M $0.15 %0.07 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 153,8053.2M $0.13 %0.07 %as of Feb 28, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 150,4633.4M $0.00 %0.07 %as of Apr 30, 2026 ↗
Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I 148,7173.1M $0.95 %0.07 %as of Mar 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 147,4203.1M $0.01 %0.07 %as of Mar 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 145,3433M $0.27 %0.07 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 136,4192.8M $0.27 %0.06 %as of Mar 31, 2026 ↗
Timothy Plan Small Cap Value Fund TIMOTHY PLAN 135,4332.8M $1.70 %0.06 %as of Mar 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 131,4183M $0.22 %0.06 %as of Apr 30, 2026 ↗
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 128,3692.7M $0.46 %0.06 %as of Mar 31, 2026 ↗
AMG GW&K Small Cap Value Fund AMG Funds 124,4652.6M $1.28 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 120,9222.7M $0.01 %0.06 %as of Apr 30, 2026 ↗
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 120,6322.5M $0.72 %0.06 %as of Mar 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 120,0652.5M $0.10 %0.06 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 117,4742.4M $0.01 %0.06 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 117,0432.4M $0.01 %0.06 %as of Feb 28, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 115,8682.6M $0.05 %0.06 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Invesco S&P SmallCap Utilities & Communication Services ETF Invesco Exchange-Traded Fund Trust II 5.01 %as of Feb 28, 2026 ↗
Adaptiv Select ETF Series Portfolios Trust 3.74 %as of Apr 30, 2026 ↗
First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 3.61 %as of Apr 30, 2026 ↗
FPA Queens Road Small Cap Value Fund Investment Managers Series Trust III 2.37 %as of Feb 28, 2026 ↗
Invesco Dorsey Wright Utilities Momentum ETF Invesco Exchange-Traded Fund Trust 2.22 %as of Apr 30, 2026 ↗
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 2.05 %as of Apr 30, 2026 ↗
Harbor SMID Cap Value ETF Harbor ETF Trust 1.90 %as of Apr 30, 2026 ↗
Catalyst/MAP Global Equity Fund MUTUAL FUND SERIES TRUST 1.89 %as of Mar 31, 2026 ↗
Harbor SMID Cap Core ETF Harbor ETF Trust 1.77 %as of Apr 30, 2026 ↗
AMG River Road Small Cap Value Fund AMG Funds IV 1.75 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2307+190,903,845-2.2 %
2026Q1306-3692,903,368-4.2 %
2025Q4342+896,973,162+3.7 %
2025Q3334+693,530,919-0.2 %
2025Q2328+993,730,763-1.0 %
2025Q1319-2194,711,361+19.4 %
2024Q4340-2179,306,909-3.9 %
2024Q3361+2982,510,548+6.5 %
2024Q2332+777,473,254+8.3 %
2024Q1325+971,511,370-0.3 %
2023Q431671,740,220

Institutional managers

408 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.25,712,048532.8M $as of Mar 31, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC13,760,167285.1M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP10,285,747213.1M $as of Mar 31, 2026
EARNEST PARTNERS LLC9,881,880204.8M $as of Mar 31, 2026
STATE STREET CORP6,990,274145.8M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/6,202,460128.5M $as of Mar 31, 2026
SEI INVESTMENTS CO5,261,426109M $as of Mar 31, 2026
MORGAN STANLEY4,221,52587.5M $as of Mar 31, 2026
River Road Asset Management, LLC4,077,25184.5M $as of Mar 31, 2026
WESTWOOD HOLDINGS GROUP INC3,542,04673.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC3,491,44072.4M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.2,596,00153.8M $as of Mar 31, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.2,531,70552.5M $as of Mar 31, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC2,506,54951.9M $as of Mar 31, 2026
Bank of New York Mellon Corp2,363,83549M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,264,56246.9M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.2,158,54444.7K $as of Mar 31, 2026
Invesco Ltd.1,881,00239M $as of Mar 31, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,801,67837.3M $as of Mar 31, 2026
UBS Group AG1,707,25435.4M $as of Mar 31, 2026
NATIXIS ADVISORS, LLC1,691,93835.1K $as of Mar 31, 2026
US BANCORP \DE\1,691,88235.1M $as of Mar 31, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC1,553,74032.2K $as of Mar 31, 2026
HITE Hedge Asset Management LLC1,550,00032.1M $as of Mar 31, 2026
NORTHERN TRUST CORP1,533,39331.8M $as of Mar 31, 2026

Declared shareholders of MDU Resources Group Inc

There are 4 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
BARROW HANLEY MEWHINNEY & STRAUSS LLC 6.72 %13,760,167as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 6.14 %12,551,628as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.26 %10,768,699as of Mar 31, 2026 · SCHEDULE 13G
Dimensional Fund Advisors LP 5.00 %10,285,747as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of MDU Resources Group Inc". https://titelia.com/en/stocks/mdu-resources-group-inc-US5526901096