Filing Research | MDU - MDU Resources Group, Inc. Institutional Holdings

Snapshot holdings

50 / 98 loaded

#		Instrument	quantity
1	River Road Asset Management, LLC	Shares	3.4MSH	$72.2M
2	Perpetual Ltd	Shares	1.4MSH	$29.0M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	398.6KSH	$8.5M
4	Hudson Value Partners, LLC	Shares	348.1KSH	$7.4M
5	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	329.5KSH	$7.0M
6	Angeles Investment Advisors, LLC	Shares	245.4KSH	$5.2M
7	Oak Thistle LLC	Shares	190.4KSH	$4.0M
8	HENNESSY ADVISORS INC	Shares	179.7KSH	$3.8M
9	Police & Firemen's Retirement System of New Jersey	Shares	92.8KSH	$2.0M
10	Louisiana State Employees Retirement System	Shares	91.6KSH	$1.9M
11	Catalyst Capital Advisors LLC	Shares	89.4KSH	$1.9M
12	Register Financial Advisors LLC	Shares	87.6KSH	$1.9M
13	D.A. DAVIDSON & CO.	Shares	59.6KSH	$1.3M
14	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	55.2KSH	$1.2M
15	CLARK FINANCIAL SERVICES GROUP INC /BD	Shares	52.3KSH	$1.1M
16	Friedenthal Financial	Shares	51.4KSH	$1.1M
17	MONTGOMERY INVESTMENT MANAGEMENT INC	Shares	42.4KSH	$898.8K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	31.9KSH	$670.1K
19	Brady Martz Wealth Solutions, LLC	Shares	28.6KSH	$607.2K
20	Blue Trust, Inc.	Shares	27.6KSH	$584.6K
21	Sequoia Financial Advisors, LLC	Shares	27.2KSH	$576.0K
22	Cohen Capital Management, Inc.	Shares	26.3KSH	$558.3K
23	Y-Intercept (Hong Kong) Ltd	Shares	24.6KSH	$522.5K
24	Robeco Institutional Asset Management B.V.	Shares	24.5KSH	$519.4K
25	Allied Investment Advisors, LLC	Shares	22.5KSH	$477.2K
26	Merit Financial Group, LLC	Shares	22.5KSH	$476.6K
27	Forza Wealth Management, LLC	Shares	20.5KSH	$434.5K
28	SeaCrest Wealth Management, LLC	Shares	20.2KSH	$428.7K
29	CASCADE INVESTMENT GROUP, INC.	Shares	20.0KSH	$424.2K
30	Palisade Asset Management, LLC	Shares	17.7KSH	$375.5K
31	LANARK FINANCIAL, INC.	Shares	16.7KSH	$353.4K
32	Apollon Wealth Management, LLC	Shares	16.4KSH	$348.7K
33	DMKC Advisory Services, LLC	Shares	15.0KSH	$319.2K
34	IFM Investors Pty Ltd	Shares	14.6KSH	$309.7K
35	MOODY ALDRICH PARTNERS LLC	Shares	14.0KSH	$297.9K
36	Crossmark Global Holdings, Inc.	Shares	12.3KSH	$260.5K
37	ZWJ INVESTMENT COUNSEL INC	Shares	12.1KSH	$257.1K
38	Farther Finance Advisors, LLC	Shares	11.5KSH	$243.4K
39	Cascade Investment Advisors, Inc.	Shares	10.9KSH	$231.8K
40	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	9.9KSH	$210.3K
41	Hilltop National Bank	Shares	9.6KSH	$203.7K
42	Bravera Wealth	Shares	8.8KSH	$185.9K
43	AdvisorNet Financial, Inc	Shares	7.4KSH	$156.6K
44	TOMPKINS FINANCIAL CORP	Shares	6.5KSH	$137.0K
45	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	5.5KSH	$117.1K
46	Physician Wealth Advisors, Inc.	Shares	4.8KSH	$102.1K
47	GAMMA Investing LLC	Shares	4.6KSH	$97.9K
48	CoreCap Advisors, LLC	Shares	3.7KSH	$78.9K
49	HM PAYSON & CO	Shares	3.7KSH	$78.5K
50	CITY HOLDING CO	Shares	3.0KSH	$63.6K

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Manager changes2026-06-30 vs 2026-03-31

50 / 105 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+292.6K	+$6.3M	$8.5M
2	Oak Thistle LLC new	Shares	+190.4K	+$4.0M	$4.0M
3	Perpetual Ltd added	Shares	+41.6K	+$1.5M	$29.0M
4	Friedenthal Financial new	Shares	+51.4K	+$1.1M	$1.1M
5	Y-Intercept (Hong Kong) Ltd new	Shares	+24.6K	+$522.5K	$522.5K
6	Merit Financial Group, LLC new	Shares	+22.5K	+$476.6K	$476.6K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+4.6K	+$140.2K	$2.0M
8	Angeles Investment Advisors, LLC unchanged	Shares	0	+$120.3K	$5.2M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.9K	+$115.9K	$670.1K
10	Hudson Value Partners, LLC trimmed	Shares	-2.6K	+$115.9K	$7.4M
11	HENNESSY ADVISORS INC unchanged	Shares	0	+$88.1K	$3.8M
12	Louisiana State Employees Retirement System added	Shares	+1.0K	+$65.6K	$1.9M
13	Register Financial Advisors LLC added	Shares	+242	+$48.0K	$1.9M
14	Catalyst Capital Advisors LLC unchanged	Shares	0	+$43.8K	$1.9M
15	Brady Martz Wealth Solutions, LLC added	Shares	+1.1K	+$36.7K	$607.2K
16	GAMMA Investing LLC added	Shares	+1.6K	+$35.5K	$97.9K
17	Farther Finance Advisors, LLC added	Shares	+1.2K	+$28.5K	$243.4K
18	CLARK FINANCIAL SERVICES GROUP INC /BD unchanged	Shares	0	+$25.6K	$1.1M
19	TOTH FINANCIAL ADVISORY CORP new	Shares	+1.1K	+$23.9K	$23.9K
20	TRUST CO OF TOLEDO NA /OH/ new	Shares	+1.0K	+$22.2K	$22.2K
21	Retirement Wealth Solutions LLC new	Shares	+935	+$19.8K	$19.8K
22	Allied Investment Advisors, LLC added	Shares	+197	+$15.1K	$477.2K
23	Sequoia Financial Advisors, LLC added	Shares	+28	+$13.9K	$576.0K
24	Cohen Capital Management, Inc. unchanged	Shares	0	+$12.9K	$558.3K
25	Forza Wealth Management, LLC unchanged	Shares	0	+$10.0K	$434.5K
26	CASCADE INVESTMENT GROUP, INC. unchanged	Shares	0	+$9.8K	$424.2K
27	Palisade Asset Management, LLC unchanged	Shares	0	+$8.7K	$375.5K
28	SJS Investment Consulting Inc. added	Shares	+390	+$8.4K	$12.8K
29	DMKC Advisory Services, LLC unchanged	Shares	0	+$7.4K	$319.2K
30	Apollon Wealth Management, LLC trimmed	Shares	-43	+$7.2K	$348.7K
31	IFM Investors Pty Ltd unchanged	Shares	0	+$7.2K	$309.7K
32	MOODY ALDRICH PARTNERS LLC trimmed	Shares	-39	+$6.1K	$297.9K
33	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$6.0K	$260.5K
34	ZWJ INVESTMENT COUNSEL INC unchanged	Shares	0	+$5.9K	$257.1K
35	LANARK FINANCIAL, INC. trimmed	Shares	-108	+$5.9K	$353.4K
36	Bravera Wealth added	Shares	+33	+$5.0K	$185.9K
37	ELEVATION WEALTH PARTNERS, LLC added	Shares	+230	+$5.0K	$8.6K
38	Hilltop National Bank unchanged	Shares	0	+$4.7K	$203.7K
39	High Note Wealth, LLC new	Shares	+186	+$3.9K	$3.9K
40	JFS WEALTH ADVISORS, LLC added	Shares	+155	+$3.4K	$8.4K
41	TOMPKINS FINANCIAL CORP unchanged	Shares	0	+$3.2K	$137.0K
42	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-147	+$2.2K	$210.3K
43	True Wealth Design, LLC new	Shares	+100	+$2.1K	$2.1K
44	HM PAYSON & CO unchanged	Shares	0	+$1.8K	$78.5K
45	Corsicana & Co. unchanged	Shares	0	+$1.6K	$7.7K
46	Creative Capital Management Investments LLC new	Shares	+68	+$1.4K	$1.4K
47	Robeco Institutional Asset Management B.V. trimmed	Shares	-512	+$1.4K	$519.4K
48	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new	Shares	+67	+$1.4K	$1.4K
49	Physician Wealth Advisors, Inc. trimmed	Shares	-47	+$1.4K	$102.1K
50	Cascade Investment Advisors, Inc. trimmed	Shares	-200	+$1.2K	$231.8K

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