Who owns Mid Penn Bancorp (MPB)
Which tracked institutional funds hold MPB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MPB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
40 tracked funds added or opened MPB while 15 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MPB’s largest tracked holder by dollar value, WELLINGTON MANAGEMENT GROUP LLP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MPB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 135 tracked filers holding MPB, 71 increased or opened the position and 54 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MPB between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- Qube Research & Technologies Ltd$5M
- Jump Financial, LLC$509K
Full exits 4
- Fourthstone LLC$12M
- LSV ASSET MANAGEMENT$2M
- JANE STREET GROUP, LLC$1M
- RENAISSANCE TECHNOLOGIES LLC$602K
Largest adds
- BlackRock, Inc.$12M
- WELLINGTON MANAGEMENT GROUP LLP$7M
- DIMENSIONAL FUND ADVISORS LP$7M
- STATE STREET CORP$6M
- VANGUARD CAPITAL MANAGEMENT LLC$5M
- GEODE CAPITAL MANAGEMENT, LLC$4M
Largest trims
- Rhino Investment Partners, Inc$5M
- FRANKLIN RESOURCES INC$3M
- DEPRINCE RACE & ZOLLO INC$2M
- FIRST MANHATTAN CO. LLC.$1M
- GOLDMAN SACHS GROUP INC$1M
- EverSource Wealth Advisors, LLC$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP added | 2,307,141 | $80M | 17.3% | 2026-Q2 |
| BlackRock, Inc. added | 1,726,193 | $60M | 12.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 999,325 | $35M | 7.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 885,611 | $31M | 6.6% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 827,225 | $27M | 5.7% | 2026-Q2 |
| STATE STREET CORP added | 696,171 | $24M | 5.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 581,743 | $20M | 4.4% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 355,669 | $12M | 2.7% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 270,643 | $9M | 2.0% | 2026-Q2 |
| BANC FUNDS CO LLC | 207,982 | $7M | 1.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 193,233 | $7M | 1.4% | 2026-Q2 |
| Petiole USA ltd trimmed | 192,411 | $7M | 1.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 183,840 | $6M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 182,414 | $6M | 1.4% | 2026-Q2 |
| Nuveen, LLC added | 177,553 | $6M | 1.3% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 163,956 | $6M | 1.2% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 162,411 | $6M | 1.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 147,304 | $5M | 1.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 138,792 | $5M | 1.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 134,855 | $5M | 1.0% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 132,679 | $5M | 1.0% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 114,837 | $4M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 114,576 | $4M | 0.9% | 2026-Q2 |
| Empowered Funds, LLC added | 112,353 | $4M | 0.8% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 112,107 | $4M | 0.8% | 2026-Q2 |
| GENDELL JEFFREY L | 108,271 | $4M | 0.8% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 106,457 | $4M | 0.8% | 2026-Q2 |
| MORGAN STANLEY added | 105,600 | $4M | 0.8% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 104,379 | $4M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 103,729 | $4M | 0.8% | 2026-Q2 |
| De Lisle Partners LLP | 92,824 | $3M | 0.7% | 2026-Q2 |
| DEPRINCE RACE & ZOLLO INC trimmed | 70,825 | $2M | 0.5% | 2026-Q2 |
| MARSHALL WACE, LLP added | 67,846 | $2M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 65,652 | $2M | 0.5% | 2026-Q2 |
| Rhino Investment Partners, Inc trimmed | 59,419 | $2M | 0.4% | 2026-Q2 |
| MANGROVE PARTNERS IM, LLC | 57,300 | $2M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 57,040 | $2M | 0.4% | 2026-Q2 |
| RKL Wealth Management LLC | 55,230 | $2M | 0.4% | 2026-Q2 |
| Minerva Advisors LLC | 54,177 | $2M | 0.4% | 2026-Q2 |
| BARCLAYS PLC added | 51,991 | $2M | 0.4% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB | 49,400 | $2M | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 48,337 | $2M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 48,130 | $2M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 47,909 | $2M | 0.4% | 2026-Q2 |
| Curi Capital, LLC | 39,796 | $1M | 0.3% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. trimmed | 34,787 | $1M | 0.3% | 2026-Q2 |
| EMERALD ADVISERS, LLC | 32,275 | $1M | 0.2% | 2026-Q2 |
| Oppenheimer & Close, LLC | 31,950 | $1M | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 29,694 | $1M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 29,072 | $1M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 28,251 | $984K | 0.2% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 27,547 | $960K | 0.2% | 2026-Q2 |
| GRACE & WHITE INC /NY | 27,324 | $952K | 0.2% | 2026-Q2 |
| Wharton Business Group, LLC | 27,108 | $944K | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 25,897 | $902K | 0.2% | 2026-Q2 |
| AdvisorNet Financial, Inc | 25,866 | $901K | 0.2% | 2026-Q2 |
| KENNEDY INVESTMENT GROUP, INC. added | 25,222 | $879K | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 23,368 | $814K | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 22,394 | $780K | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 21,568 | $751K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 21,298 | $742K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 21,118 | $736K | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 20,733 | $722K | 0.2% | 2026-Q2 |
| CNB Bank | 20,140 | $702K | 0.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 19,946 | $695K | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 19,897 | $693K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 18,973 | $661K | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 18,516 | $645K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 17,783 | $620K | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 16,967 | $591K | 0.1% | 2026-Q2 |
| UBS Group AG added | 15,855 | $552K | 0.1% | 2026-Q2 |
| Summit Trail Advisors, LLC | 15,316 | $534K | 0.1% | 2026-Q2 |
| Jump Financial, LLC new | 14,618 | $509K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 13,718 | $478K | 0.1% | 2026-Q2 |
| CHOREO, LLC new | 13,311 | $464K | 0.1% | 2026-Q2 |
| Mystic Asset Management, Inc. | 13,220 | $461K | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC added | 13,081 | $456K | 0.1% | 2026-Q2 |
| NEW WAVE WEALTH ADVISORS LLC | 12,687 | $442K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 12,668 | $441K | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 12,642 | $440K | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 12,096 | $421K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 11,400 | $397K | 0.1% | 2026-Q2 |
| Creative Planning added | 11,074 | $386K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 10,177 | $355K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 9,970 | $347K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 9,675 | $337K | 0.1% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P trimmed | 9,300 | $324K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 9,220 | $321K | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 8,966 | $312K | 0.1% | 2026-Q2 |
| Aquatic Capital Management LLC added | 8,384 | $292K | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC new | 7,455 | $260K | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7,248 | $253K | 0.1% | 2026-Q2 |
| Bare Financial Services, Inc | 7,189 | $250K | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 6,832 | $238K | 0.1% | 2026-Q2 |
| Fischer Financial Services, Inc. added | 6,716 | $234K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 6,351 | $221K | 0.0% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 6,343 | $221K | 0.0% | 2026-Q2 |
| Campbell & CO Investment Adviser LLC trimmed | 6,065 | $211K | 0.0% | 2026-Q2 |
| Savant Capital, LLC new | 5,968 | $205K | 0.0% | 2026-Q2 |
| Fulton Bank, N.A. trimmed | 5,842 | $204K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.