MDU Resources Group, Inc.
MX ˙ BMV ˙ US5526901096
SecurityMX:MDU / MDU Resources Group, Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership170,021 shares
Latest Disclosed Value $ 3,522,831
LPL Financial LLC reports 8.62% increase in ownership of MDU / MDU Resources Group, Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 170,021 shares of MDU Resources Group, Inc. (MX:MDU) valued at $3,522,831 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 156,529 shares of MDU Resources Group, Inc.. This represents a change in shares of 8.62% 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)
2026-05-06 2026-03-31 13F MDU RES GROUP COM 552690109 170,021 13,492 8.62 3,523 15.29 0.0009
2026-02-11 2025-12-31 13F MDU RES GROUP COM 552690109 156,529 24,969 18.98 3,055 30.39 0.0008
2025-11-12 2025-09-30 13F MDU RES GROUP COM 552690109 131,560 -29,116 -18.12 2,343 -12.51 0.0007
2025-08-12 2025-06-30 13F MDU RES GROUP COM 552690109 160,676 8,807 5.80 2,678 4.28 0.0009
2025-05-07 2025-03-31 13F MDU RES GROUP COM 552690109 151,869 -2,801 -1.81 2,568 -7.86 0.0010
2025-02-11 2024-12-31 13F MDU RES GROUP COM 552690109 154,670 16,547 11.98 2,787 -26.37 0.0011
2024-11-08 2024-09-30 13F MDU RES GROUP COM 552690109 138,123 11,142 8.77 3,786 18.76 0.0017
2024-08-07 2024-06-30 13F MDU RES GROUP COM 552690109 126,981 17,634 16.13 3,187 15.68 0.0016
2024-05-10 2024-03-31 13F MDU RES GROUP COM 552690109 109,347 -4,942 -4.32 2,756 21.79 0.0015
2024-02-14 2023-12-31 13F MDU RES GROUP COM 552690109 114,289 -16,256 -12.45 2,263 -11.50 0.0014
2023-11-13 2023-09-30 13F MDU RES GROUP COM 552690109 130,545 1,102 0.85 2,556 -5.68 0.0018
2023-07-31 2023-06-30 13F MDU RES GROUP COM 552690109 129,443 7,434 6.09 2,711 -27.11 0.0019
2023-05-10 2023-03-31 13F MDU RES GROUP COM 552690109 122,009 -1,335 -1.08 3,719 -0.64 0.0029
2023-02-07 2022-12-31 13F MDU RES GROUP COM 552690109 123,344 33,683 37.57 3,742 52.61 0.0032
2022-11-14 2022-09-30 13F MDU RES GROUP COM 552690109 89,661 -2,211 -2.41 2,452 -1.13 0.0024
2022-08-12 2022-06-30 13F MDU RES GROUP COM 552690109 91,872 -55,808 -37.79 2,480 -36.99 0.0024
2022-05-16 2022-03-31 13F MDU RES GROUP COM 552690109 147,680 -1,288 -0.86 3,936 -14.32 0.0034
2022-02-14 2021-12-31 13F MDU RES GROUP COM 552690109 148,968 5,385 3.75 4,594 7.84 0.0039
2021-11-15 2021-09-30 13F MDU RES GROUP COM 552690109 143,583 -20,052 -12.25 4,260 -16.93 0.0040
2021-08-13 2021-06-30 13F MDU RES GROUP COM 552690109 163,635 3,173 1.98 5,128 1.10 0.0052
2021-05-14 2021-03-31 13F MDU RES GROUP COM 552690109 160,462 40,838 34.14 5,072 60.96 0.0058
2021-02-12 2020-12-31 13F MDU RES GROUP COM 552690109 119,624 20,222 20.34 3,151 40.86 0.0041
2020-11-09 2020-09-30 13F MDU RES GROUP COM 552690109 99,402 6,015 6.44 2,237 8.02 0.0035
2020-08-13 2020-06-30 13F MDU RES GROUP COM 552690109 93,387 -12,383 -11.71 2,071 -8.93 0.0036
2020-05-14 2020-03-31 13F MDU RES GROUP COM 552690109 105,770 992 0.95 2,274 -26.95 0.0049
2020-02-14 2019-12-31 13F MDU RES GROUP COM 552690109 104,778 -2,483 -2.31 3,113 2.94 0.0057
2019-11-13 2019-09-30 13F MDU RES GROUP COM 552690109 107,261 531 0.50 3,024 9.80 0.0062
2019-08-09 2019-06-30 13F MDU RES GROUP COM 552690109 106,730 -3,848 -3.48 2,754 -3.57 0.0059
2019-05-08 2019-03-31 13F MDU RES GROUP COM 552690109 110,578 -4,743 -4.11 2,856 3.89 0.0065
2019-02-07 2018-12-31 13F MDU RES GROUP COM 552690109 115,321 -5,012 -4.17 2,749 -11.06 0.0073
2018-11-14 2018-09-30 13F MDU RES GROUP COM 552690109 120,333 -7,024 -5.52 3,091 -15.38 0.0074
2018-08-14 2018-06-30 13F MDU RES GROUP COM 552690109 127,357 -77,993 -37.98 3,653 -36.83 0.0096
2018-05-15 2018-03-31 13F MDU RES GROUP COM 552690109 205,350 -4,375 -2.09 5,783 2.59 0.0159
2018-02-14 2017-12-31 13F MDU RES GROUP COM 552690109 209,725 133,925 176.68 5,637 186.58 0.0172
2017-11-14 2017-09-30 13F MDU RES GROUP COM 552690109 75,800 1,851 2.50 1,967 1.55 0.0069
2017-08-14 2017-06-30 13F MDU RES GROUP COM 552690109 73,949 5,880 8.64 1,937 3.80 0.0073
2017-05-15 2017-03-31 13F MDU RESOURCES GROUP COM 552690109 68,069 45,580 202.68 1,866 189.75 0.0127
2017-02-13 2016-12-31 13F MDU RESOURCES GROUP COM 552690109 22,489 4,433 24.55 644 44.39 0.0049
2016-11-16 2016-09-30 13F MDU RESOURCES GROUP COM 552690109 18,056 -1,457 -7.47 446 -5.91 0.0042
2016-08-15 2016-06-30 13F MDU RESOURCES GROUP COM 552690109 19,513 -1,019 -4.96 474 22.16 0.0040
2016-05-16 2016-03-31 13F MDU RESOURCES GROUP COM 552690109 20,532 2,494 13.83 388 16.17 0.0011
2016-02-12 2015-12-31 13F MDU RESOURCES GROUP COM 552690109 18,038 7,923 78.33 334 78.61 0.0009
2015-11-13 2015-09-30 13F MDU RESOURCES GROUP COM 552690109 10,115 -1,991 -16.45 187 -19.40 0.0010
2015-08-14 2015-06-30 13F MDU RESOURCES GROUP COM 552690109 12,106 221 1.86 232 -8.66 0.0012
2015-05-14 2015-03-31 13F MDU RESOURCES GROUP COM 552690109 11,885 -1,027 -7.95 254 -16.17 0.0013
2015-02-13 2014-12-31 13F MDU RESOURCES GROUP COM 552690109 12,912 2,157 20.06 303 2.71 0.0017
2014-11-10 2014-09-30 13F MDU RESOURCES GROUP COM 552690109 10,755 26 0.24 295 -21.75 0.0018
2014-08-05 2014-06-30 13F/A-1 MDU RESOURCES GROUP COM 552690109 10,729 -990 -8.45 377 -6.22 0.0022
2014-08-05 2014-06-30 13F MDU RESOURCES GROUP COM 552690109 10,729 1,693
2014-05-12 2014-03-31 13F MDU RESOURCES GROUP COM 552690109 11,719 -1,488 -11.27 402 -0.25 0.0025
2014-02-13 2013-12-31 13F MDU RESOURCES GROUP COM 552690109 13,207 -1,275 -8.80 403 -2.18 0.0025
2013-11-04 2013-09-30 13F MDU RESOURCES GROUP COM 552690109 14,482 -1,302 -8.25 412 0.73 0.0027
2013-08-15 2013-06-30 13F MDU RESOURCES GROUP COM 552690109 15,784 15,784 409 0.0029
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.