68% buyers of institutions opening or closing positions this quarter
14 more new buyers than exits, ownership rose 5.49 percentage points vs the prior quarter, and no widely-followed fund managers in the top 25.
68% buyers of institutions opening or closing positions this quarter
48.0% institutional ownership
Petiole USA ltd portfolio allocation
Institutional ownership vs Banks - Regional peers
No Form 4 insider transactions on file
Latest positioning in MPB across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MPB held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | WELLINGTON MANAGEMENT GROUP LLP | 2.3M | $73.1M | 0.0% | 8.976% | 0.01% |
| 2 | BlackRock, Inc. | 1.5M | $48.2M | +0.9% | 5.909% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 915K | $29.4M | β | 3.611% | 0.00% |
| 4 | ALLIANCEBERNSTEIN L.P. | 888K | $27.5M | +54.2% | 3.504% | 0.01% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 748K | $24.1M | +11.9% | 2.953% | 0.00% |
| 6 | STATE STREET CORP | 554K | $17.8M | +3.6% | 2.185% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 504K | $16.2M | +2.4% | 1.989% | 0.00% |
| 8 | Fourthstone LLC | 367K | $11.8M | +26.1% | 1.450% | 2.00% |
| 9 | AMERICAN CENTURY COMPANIES INC | 302K | $9.7M | +14.3% | 1.191% | 0.00% |
| 10 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 272K | $8.8M | -1.5% | 1.075% | 0.01% |
| 11 | rhino investment partners, Inc | 232K | $7.5M | +166.1% | 0.916% | 2.08% |
| 12 | BANC FUNDS CO LLC | 208K | $6.7M | 0.0% | 0.821% | 1.25% |
| 13 | Petiole USA ltd | 195K | $6.3M | -1.3% | 0.768% | 4.37% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 167K | $5.4M | +0.3% | 0.659% | 0.00% |
| 15 | EMERALD MUTUAL FUND ADVISERS TRUST | 162K | $5.2M | +5.2% | 0.641% | 0.25% |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | 159K | $5.1M | β | 0.627% | 0.00% |
| 17 | NORTHERN TRUST CORP | 156K | $5.0M | +5.7% | 0.616% | 0.00% |
| 18 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 156K | $5.0M | +6.4% | 0.615% | 0.10% |
| 19 | GOLDMAN SACHS GROUP INC | 151K | $4.8M | +34.2% | 0.595% | 0.00% |
| 20 | DEPRINCE RACE & ZOLLO INC | 137K | $4.4M | -3.0% | 0.542% | 0.08% |
| 21 | Russell Investments Group, Ltd. | 135K | $4.3M | +7.6% | 0.534% | 0.00% |
| 22 | PNC FINANCIAL SERVICES GROUP, INC. | 135K | $4.3M | +280843.8% | 0.532% | 0.00% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 133K | $4.3M | β | 0.523% | 0.00% |
| 24 | FRANKLIN RESOURCES INC | 132K | $4.3M | +0.9% | 0.522% | 0.00% |
| 25 | KENNEDY CAPITAL MANAGEMENT, INC. | 117K | $3.8M | +2.5% | 0.462% | 0.08% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in MPB β a direct measure of their conviction.
Filings activity in MPB during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new MPB position in Q1 2026
Institutions that fully closed their MPB position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 145 | +11% | 47.98% | +5.49 pp | $417M | +13% |
| Q4 2025 | 131 | +13% | 42.49% | +5.37 pp | $369M | +14% |
| Q3 2025 | 116 | 1.7% | 37.12% | +1.95 pp | $322M | +5.5% |
| Q2 2025 | 118 | +6.3% | 35.17% | +6.73 pp | $305M | +24% |
| Q1 2025 | 111 | 0.9% | 28.44% | 3.16 pp | $247M | 10.0% |
| Q4 2024 | 112 | +17% | 31.60% | +7.15 pp | $274M | +29% |
| Q3 2024 | 96 | +10% | 24.45% | +7.05 pp | $212M | +40% |
| Q2 2024 | 87 | β | 17.40% | β | $151M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for MPB.
Quick answers to the most common questions about buying MPB stock.
Based on Q1 2026 13F filings, institutional ownership of Mid Penn Bancorp, Inc. stands at 48.0%, held across 145 reporting institutions.
WELLINGTON MANAGEMENT GROUP LLP is the largest reported institutional holder of MPB, with approximately 2,274,513 shares worth $0.07B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of MPB.
Our composite Smart Money Score for MPB is 53 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
26 institutions opened new positions in MPB during Q1 2026, while 12 fully exited. 101 added to existing positions and 18 trimmed.
MPB institutional ownership rose by 5.49 percentage points quarter-over-quarter, with a net change of +14 holders.
The top 10 institutions account for 64.0% of all reported 13F value in MPB, and the top 25 account for 82.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.