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MDU Resources Group, Inc.

MDU Industrials
$22.16 +$0.33 (1.51%)
Market Cap: $4.63 B
Gurus Holding
5
Popularity Rank
#1701
% of Shares Held
0.88%
Net Activity (Q1 2026)
-$18.23 M

Guru Ownership Trend

Guru Analysis for MDU Resources Group, Inc. (MDU)

MDU Resources Group, Inc. (MDU), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $40.66 M.

Top institutional holders include Renaissance Technologies (RenTech) and Joel Greenblatt.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $18.23 M net outflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 197.0%. Conversely, Cliff Asness reduced exposure by 71.5%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$13.87 M
Total Buy Value
New Buys 1
Additions 1
-$32.1 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
2

FAQs for MDU Resources Group, Inc. (MDU)

Major holders include Renaissance Technologies (RenTech) ($19.27 M), Joel Greenblatt ($10.44 M), Mario Gabelli ($3.86 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 1.83 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $18.23 M, with 2 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited MDU. The total reported sell value was $32.1 M.

Yes, 1 managers opened new positions in MDU, and 1 increased their existing holdings. The total reported buy value was $13.87 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.03% Add 197.0% 929,844 $19.27 M Q1 2026
0.03% Reduce -2.3% 503,877 $10.44 M Q1 2026
0.04% Reduce -0.8% 186,421 $3.86 M Q1 2026
0.00% Reduce -71.5% 161,902 $3.34 M Q1 2026
0.00% New Buy 52,626 $1.09 M Q1 2026
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