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Institutional Ownership · SEC Form 13F

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.

135
Institutional holders
13M
Shares held (tracked funds)
58.3%
Of shares outstanding

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.

FundSharesReported value% of valueQuarter
WELLINGTON MANAGEMENT GROUP LLP added2,307,141$80M17.3%2026-Q2
BlackRock, Inc. added1,726,193$60M12.9%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added999,325$35M7.5%2026-Q2
DIMENSIONAL FUND ADVISORS LP added885,611$31M6.6%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed827,225$27M5.7%2026-Q2
STATE STREET CORP added696,171$24M5.2%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added581,743$20M4.4%2026-Q2
AMERICAN CENTURY COMPANIES INC added355,669$12M2.7%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed270,643$9M2.0%2026-Q2
BANC FUNDS CO LLC207,982$7M1.6%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added193,233$7M1.4%2026-Q2
Petiole USA ltd trimmed192,411$7M1.4%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added183,840$6M1.4%2026-Q2
NORTHERN TRUST CORP added182,414$6M1.4%2026-Q2
Nuveen, LLC added177,553$6M1.3%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC added163,956$6M1.2%2026-Q2
EMERALD MUTUAL FUND ADVISERS TRUST162,411$6M1.2%2026-Q2
VANGUARD FIDUCIARY TRUST CO added147,304$5M1.1%2026-Q2
CITADEL ADVISORS LLC added138,792$5M1.0%2026-Q2
PNC Financial Services Group, Inc. added134,855$5M1.0%2026-Q2
Qube Research & Technologies Ltd added132,679$5M1.0%2026-Q2
KENNEDY CAPITAL MANAGEMENT LLC trimmed114,837$4M0.9%2026-Q2
Bank of New York Mellon Corp added114,576$4M0.9%2026-Q2
Empowered Funds, LLC added112,353$4M0.8%2026-Q2
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added112,107$4M0.8%2026-Q2
GENDELL JEFFREY L108,271$4M0.8%2026-Q2
ROYCE & ASSOCIATES LP added106,457$4M0.8%2026-Q2
MORGAN STANLEY added105,600$4M0.8%2026-Q2
Russell Investments Group, Ltd. trimmed104,379$4M0.8%2026-Q2
GOLDMAN SACHS GROUP INC trimmed103,729$4M0.8%2026-Q2
De Lisle Partners LLP92,824$3M0.7%2026-Q2
DEPRINCE RACE & ZOLLO INC trimmed70,825$2M0.5%2026-Q2
MARSHALL WACE, LLP added67,846$2M0.5%2026-Q2
TWO SIGMA INVESTMENTS, LP added65,652$2M0.5%2026-Q2
Rhino Investment Partners, Inc trimmed59,419$2M0.4%2026-Q2
MANGROVE PARTNERS IM, LLC57,300$2M0.4%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed57,040$2M0.4%2026-Q2
RKL Wealth Management LLC55,230$2M0.4%2026-Q2
Minerva Advisors LLC54,177$2M0.4%2026-Q2
BARCLAYS PLC added51,991$2M0.4%2026-Q2
Wilmington Savings Fund Society, FSB49,400$2M0.4%2026-Q2
AQR CAPITAL MANAGEMENT LLC added48,337$2M0.4%2026-Q2
JPMORGAN CHASE & CO added48,130$2M0.4%2026-Q2
MILLENNIUM MANAGEMENT LLC added47,909$2M0.4%2026-Q2
Curi Capital, LLC39,796$1M0.3%2026-Q2
FIRST MANHATTAN CO. LLC. trimmed34,787$1M0.3%2026-Q2
EMERALD ADVISERS, LLC32,275$1M0.2%2026-Q2
Oppenheimer & Close, LLC31,950$1M0.2%2026-Q2
Invesco Ltd. trimmed29,694$1M0.2%2026-Q2
FRANKLIN RESOURCES INC trimmed29,072$1M0.2%2026-Q2
RHUMBLINE ADVISERS added28,251$984K0.2%2026-Q2
ExodusPoint Capital Management, LP added27,547$960K0.2%2026-Q2
GRACE & WHITE INC /NY27,324$952K0.2%2026-Q2
Wharton Business Group, LLC27,108$944K0.2%2026-Q2
D. E. Shaw & Co., Inc. trimmed25,897$902K0.2%2026-Q2
AdvisorNet Financial, Inc25,866$901K0.2%2026-Q2
KENNEDY INVESTMENT GROUP, INC. added25,222$879K0.2%2026-Q2
CITIGROUP INC added23,368$814K0.2%2026-Q2
Mariner, LLC trimmed22,394$780K0.2%2026-Q2
Vanguard Global Advisers, LLC21,568$751K0.2%2026-Q2
WELLS FARGO & COMPANY/MN added21,298$742K0.2%2026-Q2
DEUTSCHE BANK AG\ added21,118$736K0.2%2026-Q2
Quantinno Capital Management LP added20,733$722K0.2%2026-Q2
CNB Bank20,140$702K0.2%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. trimmed19,946$695K0.1%2026-Q2
XTX Topco Ltd added19,897$693K0.1%2026-Q2
RAYMOND JAMES FINANCIAL INC added18,973$661K0.1%2026-Q2
Squarepoint Ops LLC added18,516$645K0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added17,783$620K0.1%2026-Q2
SEI INVESTMENTS CO trimmed16,967$591K0.1%2026-Q2
UBS Group AG added15,855$552K0.1%2026-Q2
Summit Trail Advisors, LLC15,316$534K0.1%2026-Q2
Jump Financial, LLC new14,618$509K0.1%2026-Q2
OSAIC HOLDINGS, INC. added13,718$478K0.1%2026-Q2
CHOREO, LLC new13,311$464K0.1%2026-Q2
Mystic Asset Management, Inc.13,220$461K0.1%2026-Q2
Rafferty Asset Management, LLC added13,081$456K0.1%2026-Q2
NEW WAVE WEALTH ADVISORS LLC12,687$442K0.1%2026-Q2
MetLife Investment Management, LLC added12,668$441K0.1%2026-Q2
LOS ANGELES CAPITAL MANAGEMENT LLC trimmed12,642$440K0.1%2026-Q2
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added12,096$421K0.1%2026-Q2
AMERIPRISE FINANCIAL INC trimmed11,400$397K0.1%2026-Q2
Creative Planning added11,074$386K0.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed10,177$355K0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added9,970$347K0.1%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added9,675$337K0.1%2026-Q2
MARTINGALE ASSET MANAGEMENT L P trimmed9,300$324K0.1%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added9,220$321K0.1%2026-Q2
FIRST TRUST ADVISORS LP added8,966$312K0.1%2026-Q2
Aquatic Capital Management LLC added8,384$292K0.1%2026-Q2
Sequoia Financial Advisors, LLC new7,455$260K0.1%2026-Q2
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,248$253K0.1%2026-Q2
Bare Financial Services, Inc7,189$250K0.1%2026-Q2
Police & Firemen's Retirement System of New Jersey added6,832$238K0.1%2026-Q2
Fischer Financial Services, Inc. added6,716$234K0.1%2026-Q2
US BANCORP \DE\ added6,351$221K0.0%2026-Q2
INTECH INVESTMENT MANAGEMENT LLC trimmed6,343$221K0.0%2026-Q2
Campbell & CO Investment Adviser LLC trimmed6,065$211K0.0%2026-Q2
Savant Capital, LLC new5,968$205K0.0%2026-Q2
Fulton Bank, N.A. trimmed5,842$204K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership