MDU Resources Group, Inc.
US ˙ NYSE ˙ US5526901096

SecurityMDU / MDU Resources Group, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership10,285,747 shares
Ownership 5.00%
Dimensional Fund Advisors Lp ownership in MDU / MDU Resources Group, Inc.

2026-04-09 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 10,285,747 shares of MDU Resources Group, Inc. (US:MDU). This represents 5.0 percent ownership of the company.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2026-04-09 2026-04-09 13G 10,285,747 5.00

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-05-07 2026-03-31 13F MDU RES GROUP COM 552690109 10,285,747 253,950 2.53 213,120 8.83 0.0095
2026-02-12 2025-12-31 13F MDU RES GROUP COM 552690109 10,031,797 267,700 2.74 195,824 12.61 0.0411
2025-11-12 2025-09-30 13F MDU RES GROUP COM 552690109 9,764,097 339,573 3.60 173,898 10.69 0.0373
2025-08-12 2025-06-30 13F MDU RES GROUP COM 552690109 9,424,524 973,958 11.53 157,106 9.95 0.0364
2025-05-13 2025-03-31 13F MDU RES GROUP COM 552690109 8,450,566 263,572 3.22 142,894 -3.14 0.0355
2025-02-13 2024-12-31 13F MDU RES GROUP COM 552690109 8,186,994 467,355 6.05 147,530 -30.28 0.0354
2024-11-07 2024-09-30 13F MDU RES GROUP COM 552690109 7,719,639 227,649 3.04 211,595 12.52 0.0513
2024-08-09 2024-06-30 13F MDU RES GROUP COM 552690109 7,491,990 563,424 8.13 188,049 7.70 0.0491
2024-05-10 2024-03-31 13F MDU RES GROUP COM 552690109 6,928,566 747,474 12.09 174,600 42.66 0.0473
2024-02-07 2023-12-31 13F MDU RES GROUP COM 552690109 6,181,092 858,100 16.12 122,386 17.42 0.0357
2023-11-09 2023-09-30 13F MDU RES GROUP COM 552690109 5,322,992 237,311 4.67 104,227 -2.13 0.0342
2023-08-09 2023-06-30 13F MDU RES GROUP COM 552690109 5,085,681 158,295 3.21 106,496 -29.09 0.0339
2023-05-12 2023-03-31 13F MDU RES GROUP COM 552690109 4,927,386 -328,192 -6.24 150,186 94,355.97 0.0506
2023-02-09 2022-12-31 13F MDU RES GROUP COM 552690109 5,255,578 149,872 2.94 159 -99.89 0.0471
2022-11-10 2022-09-30 13F MDU RES GROUP COM 552690109 5,105,706 207,459 4.24 139,646 5.63 0.0536
2022-08-12 2022-06-30 13F MDU RES GROUP COM 552690109 4,898,247 416,256 9.29 132,200 10.68 0.0474
2022-05-13 2022-03-31 13F MDU RES GROUP COM 552690109 4,481,991 418,409 10.30 119,443 -4.69 0.0368
2022-02-09 2021-12-31 13F MDU RES GROUP COM 552690109 4,063,582 139,578 3.56 125,319 7.63 0.0379
2021-11-12 2021-09-30 13F MDU RES GROUP COM 552690109 3,924,004 720,911 22.51 116,431 15.99 0.0375
2021-08-12 2021-06-30 13F MDU RES GROUP COM 552690109 3,203,093 -312,562 -8.89 100,381 -9.67 0.0318
2021-05-14 2021-03-31 13F MDU RES GROUP COM 552690109 3,515,655 226,849 6.90 111,130 28.29 0.0368
2021-03-08 2020-12-31 13F/A-2 MDU RES GROUP COM 552690109 3,288,806 375,994 12.91 86,622 32.18 0.0313
2021-02-11 2020-12-31 13F MDU RES GROUP COM 552690109 3,288,806 375,994 86,622 31,283.2622
2020-11-12 2020-09-30 13F MDU RES GROUP COM 552690109 2,912,812 357,572 13.99 65,533 15.63 0.0278
2020-08-13 2020-06-30 13F MDU RES GROUP COM 552690109 2,555,240 403,436 18.75 56,673 22.50 0.0249
2020-05-14 2020-03-31 13F MDU RES GROUP COM 552690109 2,151,804 89,829 4.36 46,262 -24.48 0.0241
2020-02-14 2019-12-31 13F MDU RES GROUP COM 552690109 2,061,975 -14,995 -0.72 61,259 4.62 0.0223
2019-11-12 2019-09-30 13F MDU RES GROUP COM 552690109 2,076,970 32,671 1.60 58,552 11.02 0.0228
2019-08-13 2019-06-30 13F MDU RES GROUP COM 552690109 2,044,299 20,067 0.99 52,739 0.87 0.0205
2019-08-12 2019-03-31 13F/A-2 MDU RES GROUP COM 552690109 2,024,232 92,867 4.81 52,284 13.56 0.0208
2019-05-10 2019-03-31 13F MDU RES GROUP COM 552690109 2,024,232 92,867 52,284
2019-02-26 2018-12-31 13F/A-1 MDU RES GROUP COM 552690109 1,931,365 202,554 11.72 46,041 3.67 0.0209
2019-02-13 2018-12-31 13F MDU RES GROUP COM 552690109 1,931,365 202,554 46,041
2018-11-13 2018-09-30 13F MDU RES GROUP COM 552690109 1,728,811 393,835 29.50 44,412 15.99 0.0169
2018-08-10 2018-06-30 13F MDU RES GROUP COM 552690109 1,334,976 340,491 34.24 38,288 36.72 0.0153
2018-05-11 2018-03-31 13F MDU RES GROUP COM 552690109 994,485 25,002 2.58 28,005 7.46 0.0117
2018-02-12 2017-12-31 13F MDU RES GROUP COM 552690109 969,483 35,157 3.76 26,060 7.48 0.0108
2017-11-13 2017-09-30 13F MDU RES GROUP COM 552690109 934,326 7,438 0.80 24,246 -0.16 0.0106
2017-08-11 2017-06-30 13F MDU RES GROUP COM 552690109 926,888 28,659 3.19 24,286 -1.21 0.0112
2017-05-12 2017-03-31 13F MDU RES GROUP COM 552690109 898,229 95,910 11.95 24,583 6.49 0.0117
2017-02-09 2016-12-31 13F MDU RES GROUP COM 552690109 802,319 -37,752 -4.49 23,085 8.02 0.0115
2016-11-10 2016-09-30 13F MDU RES GROUP COM 552690109 840,071 69,859 9.07 21,371 15.64 0.0116
2016-08-09 2016-06-30 13F MDU RES GROUP COM 552690109 770,212 34,478 4.69 18,481 29.08 0.0106
2016-05-13 2016-03-31 13F MDU RES GROUP COM 552690109 735,734 5,542 0.76 14,317 7.02 0.0086
2016-02-10 2015-12-31 13F MDU RES GROUP COM 552690109 730,192 60,505 9.03 13,378 16.16 0.0083
2015-11-13 2015-09-30 13F MDU RES GROUP COM 552690109 669,687 224,596 50.46 11,517 32.49 0.0076
2015-08-14 2015-06-30 13F MDU RES GROUP COM 552690109 445,091 48,496 12.23 8,693 2.71 0.0053
2015-05-14 2015-03-31 13F MDU RES GROUP COM 552690109 396,595 16,527 4.35 8,464 -5.26 0.0053
2015-02-06 2014-12-31 13F MDU RES GROUP COM 552690109 380,068 17,454 4.81 8,934 -11.41 0.0059
2014-11-13 2014-09-30 13F MDU RES GROUP COM 552690109 362,614 15,510 4.47 10,085 -17.21 0.0071
2014-08-08 2014-06-30 13F MDU RES GROUP COM 552690109 347,104 -1,386 -0.40 12,181 1.90 0.0085
2014-05-14 2014-03-31 13F MDU RES GROUP COM 552690109 348,490 -302 -0.09 11,954 12.19 0.0089
2014-02-12 2013-12-31 13F MDU RES GROUP COM 552690109 348,792 4,869 1.42 10,655 10.78 0.0083
2013-11-13 2013-09-30 13F MDU RES GROUP COM 552690109 343,923 9,244 2.76 9,618 10.90 0.0083
2013-08-15 2013-06-30 13F MDU RES GROUP COM 552690109 334,679 334,679 8,673 0.0082
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.