MDU Resources Group, Inc.
MX ˙ BMV ˙ US5526901096
SecurityMX:MDU / MDU Resources Group, Inc.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership1,481,593 shares
Latest Disclosed Value $ 30,698,606
First Trust Advisors Lp reports 66.60% decrease in ownership of MDU / MDU Resources Group, Inc.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 1,481,593 shares of MDU Resources Group, Inc. (MX:MDU) valued at $30,698,606 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,436,521 shares of MDU Resources Group, Inc.. This represents a change in shares of -66.60% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F MDU RES GROUP COM 552690109 1,481,593 -2,954,928 -66.60 30,699 -64.55 0.0219
2026-02-13 2025-12-31 13F MDU RES GROUP COM 552690109 4,436,521 4,262,042 2,442.72 86,601 2,687.25 0.0629
2025-11-12 2025-09-30 13F MDU RES GROUP COM 552690109 174,479 7,802 4.68 3,107 11.84 0.0023
2025-08-13 2025-06-30 13F MDU RES GROUP COM 552690109 166,677 -3,341,042 -95.25 2,778 -95.32 0.0022
2025-05-14 2025-03-31 13F MDU RES GROUP COM 552690109 3,507,719 -3,492,137 -49.89 59,316 -52.98 0.0525
2025-02-13 2024-12-31 13F MDU RES GROUP COM 552690109 6,999,856 3,982,783 132.01 126,137 52.53 0.1112
2024-11-13 2024-09-30 13F MDU RES GROUP COM 552690109 3,017,073 -21,366 -0.70 82,698 8.44 0.0788
2024-08-13 2024-06-30 13F MDU RES GROUP COM 552690109 3,038,439 190,205 6.68 76,265 6.25 0.0778
2024-05-13 2024-03-31 13F MDU RES GROUP COM 552690109 2,848,234 287,121 11.21 71,776 41.54 0.0728
2024-02-13 2023-12-31 13F MDU RES GROUP COM 552690109 2,561,113 44,067 1.75 50,710 2.89 0.0553
2023-11-13 2023-09-30 13F MDU RES GROUP COM 552690109 2,517,046 799,350 46.54 49,284 37.02 0.0584
2023-08-14 2023-06-30 13F MDU RES GROUP COM 552690109 1,717,696 896,879 109.27 35,969 43.77 0.0409
2023-05-15 2023-03-31 13F MDU RES GROUP COM 552690109 820,817 95,415 13.15 25,018 13.68 0.0289
2023-02-09 2022-12-31 13F MDU RES GROUP COM 552690109 725,402 -165,347 -18.56 22,009 -9.66 0.0262
2022-11-14 2022-09-30 13F MDU RES GROUP COM 552690109 890,749 -327,324 -26.87 24,362 -25.90 0.0316
2022-08-12 2022-06-30 13F MDU RES GROUP COM 552690109 1,218,073 364,345 42.68 32,876 44.50 0.0406
2022-05-13 2022-03-31 13F MDU RES GROUP COM 552690109 853,728 -104,234 -10.88 22,752 -22.99 0.0233
2022-02-08 2021-12-31 13F MDU RES GROUP COM 552690109 957,962 10,095 1.07 29,544 5.05 0.0287
2021-11-15 2021-09-30 13F MDU RES GROUP COM 552690109 947,867 -3,768 -0.40 28,123 -5.55 0.0302
2021-10-12 2021-06-30 13F/A-1 MDU RES GROUP COM 552690109 951,635 81,754 9.40 29,776 8.26 0.0322
2021-08-16 2021-06-30 13F MDU RES GROUP COM 552690109 955,591 85,710 29,948 0.0309
2021-05-14 2021-03-31 13F MDU RES GROUP COM 552690109 869,881 -1,585,856 -64.58 27,503 -57.48 0.0333
2021-02-02 2020-12-31 13F MDU RES GROUP COM 552690109 2,455,737 -98,890 -3.87 64,684 12.54 0.0857
2020-11-05 2020-09-30 13F MDU RES GROUP COM 552690109 2,554,627 275,373 12.08 57,479 13.70 0.0921
2020-07-22 2020-06-30 13F MDU RES GROUP COM 552690109 2,279,254 206,643 9.97 50,554 13.45 0.0876
2020-05-06 2020-03-31 13F MDU RES GROUP COM 552690109 2,072,611 -944,440 -31.30 44,561 -50.29 0.1010
2020-02-03 2019-12-31 13F MDU RES GROUP COM 552690109 3,017,051 -351,028 -10.42 89,637 -5.59 0.1531
2019-11-04 2019-09-30 13F MDU RES GROUP COM 552690109 3,368,079 37,588 1.13 94,946 10.50 0.1788
2019-07-30 2019-06-30 13F MDU RES GROUP COM 552690109 3,330,491 1,643,667 97.44 85,927 97.21 0.1620
2019-06-19 2019-03-31 13F/A-1 MDU RES GROUP COM 552690109 1,686,824 144,711 9.38 43,571 18.52 0.0867
2019-05-09 2019-03-31 13F MDU RES GROUP COM 552690109 1,686,824 144,711 43,571
2019-02-07 2018-12-31 13F MDU RES GROUP COM 552690109 1,542,113 343,905 28.70 36,764 19.43 0.0872
2018-10-25 2018-09-30 13F MDU RES GROUP COM 552690109 1,198,208 218,828 22.34 30,782 9.59 0.0573
2018-08-02 2018-06-30 13F MDU RES GROUP COM 552690109 979,380 -29,128 -2.89 28,089 -1.10 0.0582
2018-04-23 2018-03-31 13F MDU RES GROUP COM 552690109 1,008,508 -129,602 -11.39 28,400 -7.17 0.0652
2018-02-08 2017-12-31 13F MDU RES GROUP COM 552690109 1,138,110 -604,408 -34.69 30,592 -32.35 0.0728
2017-10-24 2017-09-30 13F MDU RES GROUP COM 552690109 1,742,518 580,276 49.93 45,218 48.49 0.1163
2017-08-02 2017-06-30 13F MDU RES GROUP COM 552690109 1,162,242 415,563 55.65 30,451 49.00 0.0813
2017-05-02 2017-03-31 13F MDU RES GROUP COM 552690109 746,679 -305,999 -29.07 20,437 -32.52 0.0566
2017-02-06 2016-12-31 13F MDU RES GROUP COM 552690109 1,052,678 -166,528 -13.66 30,286 -2.36 0.0901
2016-11-01 2016-09-30 13F MDU RES GROUP COM 552690109 1,219,206 -813,802 -40.03 31,017 -36.43 0.0926
2016-08-04 2016-06-30 13F MDU RES GROUP COM 552690109 2,033,008 -704,478 -25.73 48,792 -8.41 0.1537
2016-05-10 2016-03-31 13F MDU RES GROUP COM 552690109 2,737,486 1,604,076 141.53 53,271 156.55 0.1711
2016-05-04 2015-12-31 13F/A-1 MDU RES GROUP COM 552690109 1,133,410 435,863 62.49 20,764 73.06 0.0539
2016-02-03 2015-12-31 13F MDU RES GROUP COM 552690109 1,133,410 20,764
2015-11-05 2015-09-30 13F MDU RES GROUP COM 552690109 697,547 -308,266 -30.65 11,998 -38.92 0.0348
2015-08-04 2015-06-30 13F MDU RES GROUP COM 552690109 1,005,813 24,195 2.46 19,644 -6.22 0.0510
2015-05-04 2015-03-31 13F MDU RES GROUP COM 552690109 981,618 -225,245 -18.66 20,948 -26.14 0.0615
2015-02-13 2014-12-31 13F MDU RES GROUP COM 552690109 1,206,863 879,207 268.33 28,361 211.25 0.0957
2014-11-12 2014-09-30 13F MDU RES GROUP COM 552690109 327,656 -16,858 -4.89 9,112 -24.64 0.0358
2014-08-11 2014-06-30 13F MDU RES GROUP COM 552690109 344,514 171,186 98.76 12,092 103.33 0.0502
2014-05-12 2014-03-31 13F MDU RES GROUP COM 552690109 173,328 14,696 9.26 5,947 22.72 0.0261
2014-08-08 2013-12-31 13F/A-1 MDU RES GROUP COM 552690109 158,632 -10,196 -6.04 4,846 2.63 0.0235
2014-02-13 2013-12-31 13F MDU RES GROUP COM 552690109 158,632 4,846
2013-11-12 2013-09-30 13F MDU RES GROUP COM 552690109 168,828 -17,956 -9.61 4,722 -2.44 0.0256
2013-08-12 2013-06-30 13F MDU RES GROUP COM 552690109 186,784 186,784 4,840 0.0315
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.