MID PENN BANCORP INC (MPB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
137
Reporting holders
$473.4M
Reported value
53.8%
Of shares outstanding
0.2%
Held as options
-4
Holder change
Institutions report 13,630,055 shares against 25,335,215 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | $80.4M | 2,307,141 | 0.01% | 21q | +1.4%+$1.1M |
| BlackRock, Inc. | $60.1M | 1,726,193 | 0.00% | 8q | +15.3%+$8.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $34.8M | 999,325 | 0.00% | 2q | +9.2%+$2.9M |
| DIMENSIONAL FUND ADVISORS LP | $30.9M | 885,611 | 0.01% | 31q | +18.4%+$4.8M |
| ALLIANCEBERNSTEIN L.P. | $26.6M | 827,225 | 0.01% | 21q | -6.8%-$2.0M |
| STATE STREET CORP | $24.3M | 696,171 | 0.00% | 31q | +25.7%+$5.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $20.3M | 581,743 | 0.00% | 31q | +15.4%+$2.7M |
| AMERICAN CENTURY COMPANIES INC | $12.4M | 355,669 | 0.01% | 16q | +17.9%+$1.9M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9.4M | 270,643 | 0.01% | 21q | -0.6%-$59.8K |
| BANC FUNDS CO LLC | $7.2M | 207,982 | 1.20% | 31q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $6.7M | 193,233 | 0.00% | 2q | +21.7%+$1.2M |
| Petiole USA ltd | $6.7M | 192,411 | 4.82% | 19q | -1.1%-$73.2K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.4M | 183,840 | 0.00% | 31q | +10.0%+$584.6K |
| Sixth Street Partners Management Company, L.P. | $6.4M | 183,840 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $6.4M | 182,414 | 0.00% | 31q | +16.9%+$917.1K |
| Nuveen, LLC | $6.2M | 177,553 | 0.00% | 6q | +107.8%+$3.2M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $5.7M | 163,956 | 0.10% | 22q | +5.1%+$278.7K |
| EMERALD MUTUAL FUND ADVISERS TRUST | $5.7M | 162,411 | 0.20% | 21q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $5.1M | 147,304 | 0.00% | 2q | +11.1%+$512.2K |
| CITADEL ADVISORS LLC | $5.1M | 138,792 | 0.00% | 7q | +347.3%+$3.9M |
| PNC Financial Services Group, Inc. | $4.7M | 134,855 | 0.00% | 8q | HELD |
| Qube Research & Technologies Ltd | $4.6M | 132,679 | 0.00% | new | NEW |
| KENNEDY CAPITAL MANAGEMENT LLC | $4.0M | 114,837 | 0.07% | 11q | -1.9%-$75.6K |
| Bank of New York Mellon Corp | $4.0M | 114,576 | 0.00% | 31q | +5.9%+$224.1K |
| Empowered Funds, LLC | $3.9M | 112,353 | 0.02% | 13q | +7.7%+$278.7K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $3.9M | 112,107 | 0.01% | 8q | +0.8%+$30.0K |
| GENDELL JEFFREY L | $3.8M | 108,271 | 0.03% | 2q | HELD |
| ROYCE & ASSOCIATES LP | $3.7M | 106,457 | 0.03% | 18q | +6.1%+$214.2K |
| MORGAN STANLEY | $3.7M | 105,600 | 0.00% | 35q | +91.2%+$1.8M |
| Russell Investments Group, Ltd. | $3.6M | 104,379 | 0.00% | 5q | -22.8%-$1.1M |
| GOLDMAN SACHS GROUP INC | $3.6M | 103,729 | 0.00% | 13q | -31.2%-$1.6M |
| De Lisle Partners LLP | $3.2M | 92,824 | 0.35% | 10q | HELD |
| DEPRINCE RACE & ZOLLO INC | $2.5M | 70,825 | 0.04% | 5q | -48.5%-$2.3M |
| MARSHALL WACE, LLP | $2.4M | 67,846 | 0.00% | 3q | +302.6%+$1.8M |
| TWO SIGMA INVESTMENTS, LP | $2.3M | 65,652 | 0.00% | 12q | +52.4%+$786.3K |
| Rhino Investment Partners, Inc | $2.1M | 59,419 | 0.63% | 3q | -74.4%-$6.0M |
| MANGROVE PARTNERS IM, LLC | $2.0M | 57,300 | 0.13% | 5q | HELD |
| BANK OF AMERICA CORP /DE/ | $2.0M | 57,040 | 0.00% | 31q | -22.0%-$560.5K |
| RKL Wealth Management LLC | $1.9M | 55,230 | 0.15% | 18q | HELD |
| Minerva Advisors LLC | $1.9M | 54,177 | 1.19% | 31q | HELD |
| BARCLAYS PLC | $1.8M | 51,991 | 0.00% | 31q | +39.9%+$516.3K |
| Wilmington Savings Fund Society, FSB | $1.7M | 49,400 | 0.04% | 35q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $1.7M | 48,337 | 0.00% | 8q | +77.7%+$736.3K |
| MILLENNIUM MANAGEMENT LLC | $1.7M | 47,909 | 0.00% | 4q | +145.3%+$988.7K |
| JPMORGAN CHASE & CO | $1.6M | 48,130 | 0.00% | 31q | +14.1%+$203.2K |
| Curi Capital, LLC | $1.4M | 39,796 | 0.02% | 3q | HELD |
| FIRST MANHATTAN CO. LLC. | $1.2M | 34,787 | 0.00% | 2q | -54.7%-$1.5M |
| EMERALD ADVISERS, LLC | $1.1M | 32,275 | 0.03% | 8q | HELD |
| Oppenheimer & Close, LLC | $1.1M | 31,950 | 0.70% | 5q | HELD |
| Invesco Ltd. | $1.0M | 29,694 | 0.00% | 18q | -2.6%-$28.0K |
| FRANKLIN RESOURCES INC | $1.0M | 29,072 | 0.00% | 8q | -78.0%-$3.6M |
| RHUMBLINE ADVISERS | $984.3K | 28,251 | 0.00% | 23q | +13.6%+$117.6K |
| ExodusPoint Capital Management, LP | $959.7K | 27,547 | 0.01% | 2q | +106.4%+$494.7K |
| GRACE & WHITE INC /NY | $952.0K | 27,324 | 0.15% | 13q | HELD |
| Wharton Business Group, LLC | $944.4K | 27,108 | 0.03% | 31q | HELD |
| D. E. Shaw & Co., Inc. | $902.3K | 25,897 | 0.00% | 2q | -21.1%-$240.7K |
| AdvisorNet Financial, Inc | $901.2K | 25,866 | 0.04% | 20q | HELD |
| NEW WAVE WEALTH ADVISORS LLC | $884.0K | 25,374 | 0.12% | 9q | +100.0%+$442.0K |
| KENNEDY INVESTMENT GROUP, INC. | $878.7K | 25,222 | 0.30% | 5q | HELD |
| CITIGROUP INC | $814.1K | 23,368 | 0.00% | 31q | +78.4%+$357.7K |
| Mariner, LLC | $780.2K | 22,394 | 0.00% | 2q | -15.0%-$137.5K |
| Vanguard Global Advisers, LLC | $751.4K | 21,568 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $742.0K | 21,298 | 0.00% | 31q | +1.3%+$9.4K |
| DEUTSCHE BANK AG\ | $735.8K | 21,118 | 0.00% | 34q | +66.4%+$293.6K |
| Quantinno Capital Management LP | $722.3K | 20,733 | 0.00% | 4q | +50.7%+$243.0K |
| CNB Bank | $701.7K | 20,140 | 0.27% | 19q | HELD |
| Connor, Clark & Lunn Investment Management Ltd. | $694.9K | 19,946 | 0.00% | 8q | -15.7%-$129.1K |
| XTX Topco Ltd | $693.2K | 19,897 | 0.01% | 2q | +167.9%+$434.5K |
| RAYMOND JAMES FINANCIAL INC | $661.0K | 18,973 | 0.00% | 7q | +0.8%+$5.3K |
| Squarepoint Ops LLC | $645.1K | 18,516 | 0.00% | 2q | +39.4%+$182.2K |
| SEI INVESTMENTS CO | $591.1K | 16,967 | 0.00% | 3q | -47.2%-$528.7K |
| UBS Group AG | $552.4K | 15,855 | 0.00% | 20q | +5.8%+$30.1K |
| Summit Trail Advisors, LLC | $533.6K | 15,316 | 0.01% | 13q | HELD |
| Jump Financial, LLC | $509.3K | 14,618 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $478.0K | 13,718 | 0.00% | 19q | +3.4%+$15.9K |
| CHOREO, LLC | $463.8K | 13,311 | 0.01% | new | NEW |
| Mystic Asset Management, Inc. | $460.6K | 13,220 | 0.10% | 7q | HELD |
| Rafferty Asset Management, LLC | $455.7K | 13,081 | 0.00% | 4q | +8.3%+$35.0K |
| MetLife Investment Management, LLC | $441.4K | 12,668 | 0.00% | 20q | +6.8%+$28.3K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $440.4K | 12,642 | 0.00% | 5q | -69.2%-$990.6K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $421.4K | 12,096 | 0.01% | 2q | +9.0%+$34.8K |
| AMERIPRISE FINANCIAL INC | $397.2K | 11,400 | 0.00% | 7q | -51.8%-$427.3K |
| Creative Planning | $385.8K | 11,074 | 0.00% | 3q | +3.7%+$13.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $354.6K | 10,177 | 0.00% | 2q | -43.6%-$274.1K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $347.4K | 9,970 | 0.00% | 9q | +9.1%+$29.0K |
| BNP PARIBAS FINANCIAL MARKETS | $337.1K | 9,675 | 0.00% | 31q | +113.2%+$178.9K |
| MARTINGALE ASSET MANAGEMENT L P | $324.0K | 9,300 | 0.01% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $321.2K | 9,220 | 0.00% | 31q | +48.2%+$104.5K |
| FIRST TRUST ADVISORS LP | $312.4K | 8,966 | 0.00% | 8q | +9.9%+$28.2K |
| Aquatic Capital Management LLC | $292.1K | 8,384 | 0.01% | new | NEW |
| PEAK6 LLC | $264.8K | options only | 0.00% | new | OPTIONS |
| Sequoia Financial Advisors, LLC | $259.7K | 7,455 | 0.00% | new | NEW |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $252.5K | 7,248 | 0.01% | 5q | HELD |
| Bare Financial Services, Inc | $250.5K | 7,189 | 0.06% | 2q | HELD |
| SIMPLEX TRADING, LLC | $243.9K | options only | 0.00% | 2q | OPTIONS |
| Police & Firemen's Retirement System of New Jersey | $238.0K | 6,832 | 0.00% | 7q | +23.7%+$45.5K |
| Fischer Financial Services, Inc. | $234.0K | 6,716 | 0.06% | 3q | +0.7%+$1.6K |
| US BANCORP \DE\ | $221.3K | 6,351 | 0.00% | 6q | HELD |
| INTECH INVESTMENT MANAGEMENT LLC | $221.0K | 6,343 | 0.00% | new | NEW |
| Campbell & CO Investment Adviser LLC | $211.3K | 6,065 | 0.01% | 3q | -25.5%-$72.2K |
Showing the largest 100 of 149 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 137 | $473.4M | 13,630,055 | 16 | 56 | 24 | 0.2% |
| Q1 2026 | 141 | $417.6M | 13,006,297 | 22 | 53 | 26 | 0.1% |
| Q4 2025 | 125 | $368.9M | 11,887,382 | 18 | 38 | 29 | 0.1% |
| Q3 2025 | 112 | $330.6M | 11,534,344 | 11 | 38 | 33 | 0.1% |
| Q2 2025 | 111 | $307.2M | 10,892,783 | 19 | 51 | 21 | 0.0% |
| Q1 2025 | 102 | $247.6M | 9,554,739 | 12 | 37 | 20 | 0.0% |
| Q4 2024 | 103 | $276.1M | 9,574,863 | 22 | 43 | 10 | 0.0% |
| Q3 2024 | 88 | $215.8M | 7,244,364 | 16 | 28 | 22 | 0.0% |
| Q2 2024 | 81 | $153.4M | 6,988,415 | 10 | 31 | 17 | 0.0% |
| Q1 2024 | 80 | $136.1M | 6,801,125 | 3 | 23 | 22 | 0.0% |
| Q4 2023 | 81 | $160.4M | 6,607,629 | 6 | 27 | 18 | 0.0% |
| Q3 2023 | 78 | $122.0M | 6,061,705 | 10 | 24 | 16 | 0.0% |
| Q2 2023 | 76 | $138.2M | 6,259,391 | 16 | 20 | 20 | 0.0% |
| Q1 2023 | 63 | $158.3M | 6,182,092 | 2 | 26 | 18 | 0.0% |
| Q4 2022 | 67 | $166.0M | 5,540,090 | 13 | 27 | 10 | 0.0% |
| Q3 2022 | 72 | $181.9M | 6,329,006 | 5 | 18 | 17 | 0.0% |
| Q2 2022 | 69 | $170.0M | 6,303,331 | 2 | 25 | 18 | 0.0% |
| Q1 2022 | 73 | $169.0M | 6,258,464 | 8 | 21 | 26 | 0.0% |
| Q4 2021 | 70 | $196.3M | 6,188,799 | 5 | 40 | 13 | 0.0% |
| Q3 2021 | 67 | $137.8M | 5,003,841 | 10 | 22 | 15 | 0.0% |
| Q2 2021 | 64 | $130.6M | 4,756,628 | 24 | 27 | 7 | 0.0% |
| Q1 2021 | 48 | $48.7M | 1,817,481 | 7 | 15 | 10 | 0.0% |
| Q4 2020 | 42 | $37.3M | 1,701,353 | 3 | 16 | 7 | 0.0% |
| Q3 2020 | 42 | $28.4M | 1,639,630 | 3 | 6 | 17 | 0.0% |
| Q2 2020 | 43 | $30.7M | 1,666,700 | 1 | 19 | 11 | 0.0% |
| Q1 2020 | 48 | $35.5M | 1,756,346 | 3 | 16 | 19 | 0.0% |
| Q4 2019 | 49 | $53.2M | 1,850,628 | 3 | 17 | 12 | 0.0% |
| Q3 2019 | 48 | $41.0M | 1,600,077 | 4 | 18 | 10 | 0.0% |
| Q2 2019 | 49 | $36.4M | 1,460,295 | 6 | 21 | 7 | 0.0% |
| Q1 2019 | 43 | $31.6M | 1,290,528 | 2 | 9 | 12 | 0.0% |
| Q4 2018 | 44 | $30.8M | 1,336,282 | 0 | 1 | 2 | 0.0% |