MDU · Mdu Resources Group Inc · Shareholders & Ownership

$19.39 +0.17 (+0.88%)

S&P 600 member Russell 1000 member Rebalance outlook locked

Market Cap

$4.04B

210.35M

Volume · Oct 26 1.36M Avg daily vol (3M) 1.7M

Every disclosed holder of MDU in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns MDU

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	438	193,786,923	92.13%	Yes
Insiders (Forms 3, 4, 5)	18	1,760,074	0.84%	Yes
13D/G-only blocks	1	10,147,041	4.82%	Yes
Remaining	—	4,655,418	2.21%	Rest
Registered funds (N-PORT, not summed)	309	89,509,746	42.55%	No

Shares outstanding: 210,349,456, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of MDU

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	27,351,603	13.00%	+1,639,555	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	12,591,989	5.99%	+318,940	Jun 30, 2026	iShares Trust, not summed
1.2	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,799,302	0.86%	-195,157	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	838,669	0.40%	+58,412	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Core Dividend Growth ETF Fund S000045648 · Registered fund · Jul 31, 2026 iShares Trust, not summed	488,932	0.23%	-11,475	Jul 31, 2026	iShares Trust, not summed
1.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	457,000	0.22%	-4,948	Jun 30, 2026	iShares Trust, not summed
2	BARROW HANLEY MEWHINNEY & STRAUSS LLC 13F CIK 313028 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	13,056,724	6.21%	-703,443	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	BARROW HANLEY MEWHINNEY & STRAUSS LLC 13G CIK 313028 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	13,056,724	6.21%	-703,443	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,692,333	6.03%	+165,359	Jun 30, 2026	carried, not yet filed for the newest quarter
4	DIMENSIONAL FUND ADVISORS LP 13G CIK 354204 · Registered investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	10,679,046	5.08%	+243,986	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.1	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,435,060	4.96%	+149,313	Jun 30, 2026	carried, not yet filed for the newest quarter
4.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	2,440,792	1.16%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,160,513	0.55%	+57,221	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,056,261	0.50%	+41,783	Jul 31, 2026	Dimensional ETF Trust, not summed
4.5	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,020,079	0.48%	+64,188	Jul 31, 2026	Dimensional ETF Trust, not summed
5	Corvex Management LP 13D CIK 1535472 · Registered investment adviser · Oct 31, 2024	10,147,041	4.82%	0	Oct 31, 2024
6	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,726,856	4.62%	-155,024	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,416,562	4.48%	+268,676	Jun 30, 2026	carried, not yet filed for the newest quarter
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,376,161	3.51%	+385,887	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,913,140	0.91%	+62,965	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,089,296	0.52%	+18,921	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	74,180	0.04%	+2,400	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.4	State Street(R) SPDR(R) Russell 1000 Yield Focus ETF Fund S000051787 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	44,302	0.02%	+8,767	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	40,999	0.02%	+518	Jun 30, 2026	SPDR SERIES TRUST, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,642,870	3.16%	+139,095	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,089,546	2.90%	-112,914	Jun 30, 2026	carried, not yet filed for the newest quarter
11	SEI INVESTMENTS CO 13F CIK 350894 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	5,228,758	2.49%	-32,668	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	SEI Enhanced U.S. Large Cap Value Factor ETF Fund S000075039 · Registered fund · Jun 30, 2026 SEI EXCHANGE TRADED FUNDS, not summed	190,068	0.09%	+12,760	Jun 30, 2026	SEI EXCHANGE TRADED FUNDS, not summed
11.2	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	29,532	0.01%	-1,000	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
11.3	SIIT LARGE CAP INDEX FUND Fund S000006768 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	6,821	0.00%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
11.4	Catholic Values Equity Fund Fund S000048320 · Registered fund · May 31, 2026 SEI CATHOLIC VALUES TRUST, not summed	2,166	0.00%	0	May 31, 2026	SEI CATHOLIC VALUES TRUST, not summed
11.5	SIIT MULTI-ASSET REAL RETURN FUND Fund S000033123 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	1,584	0.00%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
12	Bridge Builder Large Cap Value Fund Fund S000048335 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	5,119,139	2.43%	-8,341	Jun 30, 2026	Bridge Builder Trust, not summed
13	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,795,414	2.28%	+82,735	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
14	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,086,803	1.94%	-134,722	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	392	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,553,438	1.69%	+61,998	Jun 30, 2026	carried, not yet filed for the newest quarter
16	River Road Asset Management, LLC 13F CIK 1341401 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,403,955	1.62%	-673,296	Jun 30, 2026	carried, not yet filed for the newest quarter
17	WESTWOOD HOLDINGS GROUP INC 13F CIK 1165002 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,221,909	1.53%	-320,137	Jun 30, 2026	carried, not yet filed for the newest quarter
18	HITE Hedge Asset Management LLC 13F CIK 1568939 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,137,305	1.49%	+1,587,305	Jun 30, 2026	carried, not yet filed for the newest quarter
19	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,036,388	1.44%	+35,414	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,633,250	1.25%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
21	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,592,793	1.23%	+434,249	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,393,299	1.14%	+113,436	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,330,719	1.11%	-33,116	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	7,198	0.00%	+218	Jul 31, 2026	BNY Mellon ETF Trust, not summed
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,236,356	1.06%	-28,206	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	981,242	0.47%	-11,455	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	579,038	0.28%	-89,748	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
24.3	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	156,955	0.07%	+2,677	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	126,922	0.06%	+6,000	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
24.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	118,959	0.06%	+1,916	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
25	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,047,618	0.97%	+166,616	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,218,479	0.58%	+247,500	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25.2	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	267,752	0.13%	-22,587	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	99,604	0.05%	-7,630	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
25.4	Invesco S&P SmallCap Low Volatility ETF Fund S000030965 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	95,371	0.05%	-11,292	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
25.5	Invesco Russell 1000 Equal Weight ETF Fund S000047524 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	76,663	0.04%	-2,888	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
26	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,987,666	0.94%	-518,883	Jun 30, 2026	carried, not yet filed for the newest quarter
27	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,954,573	0.93%	+152,895	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Global X U.S. Infrastructure Development ETF Fund S000056509 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	1,794,958	0.85%	+111,525	May 31, 2026	GLOBAL X FUNDS, not summed
28	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,909,701	0.91%	+814,892	Jun 30, 2026	carried, not yet filed for the newest quarter
29	US BANCORP \DE\ 13F CIK 36104 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,690,277	0.80%	-1,605	Jun 30, 2026	carried, not yet filed for the newest quarter
30	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,564,006	0.74%	+30,613	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Large Cap Value Fund Fund S000001271 · Registered fund · Jun 30, 2026 Northern Funds, not summed	15,303	0.01%	-265	Jun 30, 2026	Northern Funds, not summed
30.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	13,280	0.01%	+652	Jul 31, 2026	FlexShares Trust, not summed
30.3	Income Equity Fund Fund S000001269 · Registered fund · Jun 30, 2026 Northern Funds, not summed	9,940	0.00%	-224	Jun 30, 2026	Northern Funds, not summed
31	NATIXIS ADVISORS, LLC 13F CIK 1018331 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,548,165	0.74%	-143,773	Jun 30, 2026	carried, not yet filed for the newest quarter
32	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 13F CIK 1278678 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,512,207	0.72%	-41,533	Jun 30, 2026	carried, not yet filed for the newest quarter
33	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,493,599	0.71%	+12,006	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	First Trust Utilities AlphaDEX Fund Fund S000017704 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	1,328,771	0.63%	-110,204	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
33.2	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	145,688	0.07%	+14,270	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
33.3	First Trust Mid Cap Value AlphaDEX Fund Fund S000031805 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	45,829	0.02%	+16,534	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
33.4	First Trust Multi Cap Value AlphaDEX Fund Fund S000017342 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	10,134	0.00%	+4,482	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
33.5	First Trust Active Factor Small Cap ETF Fund S000066790 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	3,515	0.00%	+666	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
34	JONES FINANCIAL COMPANIES LLLP 13F CIK 815917 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,490,186	0.71%	+109,156	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Bridge Builder Tax Managed Large Cap Fund Fund S000076294 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	1,465,763	0.70%	-36,999	Jun 30, 2026	Bridge Builder Trust, not summed
36	Bragg Financial Advisors, Inc 13F CIK 1327055 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,451,057	0.69%	-797	Jun 30, 2026	carried, not yet filed for the newest quarter
37	NEW YORK STATE COMMON RETIREMENT FUND 13F CIK 810265 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,404,875	0.67%	+6,158	Jun 30, 2026	carried, not yet filed for the newest quarter
38	FPA Queens Road Small Cap Value Fund Fund S000080694 · Registered fund · May 31, 2026 Investment Managers Series Trust III, not summed	1,358,295	0.65%	0	May 31, 2026	Investment Managers Series Trust III, not summed
39	VANGUARD UTILITIES INDEX FUND Fund S000004445 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	1,351,505	0.64%	+30,392	May 31, 2026	VANGUARD WORLD FUND, not summed
40	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,328,342	0.63%	+59,728	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	1,292,589	0.61%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
42	Perpetual Ltd 13F CIK 1647273 · Investment adviser · Sep 30, 2026	1,283,404	0.61%	-86,038	Sep 30, 2026
43	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,221,323	0.58%	-259,307	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Allspring Special Small Cap Value Fund Fund S000029108 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	703,210	0.33%	-201,157	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
43.2	Allspring Special Global Small Cap Fund Fund S000029113 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	37,899	0.02%	+3,768	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
44	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,176,903	0.56%	+73,571	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	200,775	0.10%	+43,400	May 31, 2026	Goldman Sachs Trust, not summed
44.2	Goldman Sachs U.S. Equity Dividend and Premium Fund Fund S000009324 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	50,500	0.02%	0	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
44.3	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	15,719	0.01%	-451	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
44.4	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	2,790	0.00%	-180	May 31, 2026	Goldman Sachs ETF Trust, not summed
45	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,102,193	0.52%	+286,912	Jun 30, 2026	carried, not yet filed for the newest quarter
46	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,076,135	0.51%	-150,532	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Neuberger Equity Income Fund Fund S000013716 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	401,450	0.19%	-118,375	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
47	MANAGED ASSET PORTFOLIOS, LLC 13F CIK 1600999 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,040,108	0.49%	+2,702	Jun 30, 2026	carried, not yet filed for the newest quarter
48	American Beacon Small Cap Value Fund Fund S000001818 · Registered fund · Jul 31, 2026 AMERICAN BEACON FUNDS, not summed	1,015,798	0.48%	-18,382	Jul 31, 2026	AMERICAN BEACON FUNDS, not summed
49	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,008,061	0.48%	+17,736	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	153,991	0.07%	-6,660	Jul 31, 2026	Principal Funds, Inc, not summed
49.2	MidCap Value Fund I Fund S000007173 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	4,599	0.00%	+1,733	Jul 31, 2026	Principal Funds, Inc, not summed
50	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,006,027	0.48%	-701,227	Jun 30, 2026	carried, not yet filed for the newest quarter

53 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 595 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 67716 CUSIP 552690109 13F (30d) 85 filings 81 filers Visit website Investor relations