MID Penn Bancorp Inc. 13F holders
145 funds reported a position in MID Penn Bancorp Inc. in their 13F for the quarter ended 30 June 2026, together 13.5 million shares worth $469.3 million. Against the quarter before, 15 opened a position, 58 added, 28 trimmed and 19 sold out; together they bought a net 432,509 shares. The largest holders: Wellington Management Group LLP, BlackRock, Inc. and Vanguard Capital Management LLC.
Funds holding145-5 on Q1 2026
Shares they held13.5Mworth $469.3 million
Net bought on the quarter432,509 sharesabout $15.0 million at the funds' values
Funds buying to selling73 to 47opened or added, to cut or sold
Opened 15Added 58Held 44Trimmed 28Sold out 19
What each fund did in MPB against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in MPB in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 30 reported a position in MID Penn Bancorp Inc.: 6 opened one, 5 added, 3 trimmed and 3 sold out, a net 16,862 shares sold.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Wilmington Savings Fund Society, FSB | +15,000 | 64,400 | added | 13F |
| Y-Intercept (Hong Kong) Ltd | +13,621 | 13,621 | new | 13F |
| New Wave Wealth Advisors LLC | -12,687 | 12,687 | trimmed | 13F |
| Kennedy Investment Group, Inc. | -12,309 | 12,913 | trimmed | 13F |
| Sterling Capital Management LLC | +7,896 | 8,332 | added | 13F |
| Deprince Race & Zollo Inc. | -3,833 | 66,992 | trimmed | 13F |
| Friedenthal Financial | +688 | 688 | new | 13F |
| Fortitude Family Office, LLC | +310 | 310 | new | 13F |
| State of Wyoming | +162 | 162 | new | 13F |
| SJS Investment Consulting Inc. | +103 | 103 | new | 13F |
| Fulton Bank, N.A. | +27 | 5,869 | added | 13F |
| Farther Finance Advisors, LLC | +24 | 33 | added | 13F |
| Choreo, LLC | +20 | 13,331 | added | 13F |
| Parkside Financial Bank & Trust | +15 | 15 | new | 13F |
| AdvisorNet Financial, Inc | -25,866 | 0 | sold out | 13F |
| Caitong International Asset Management Co., Ltd | -6 | 0 | sold out | 13F |
| Stone House Investment Management, LLC | -27 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 5 reported a position in MID Penn Bancorp Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 581,743 shares worth $20.3 million, 0.0% of its reported book. Sold out: Renaissance Technologies. In the quarter, 5 funds added or opened a position and 1 trimmed or sold out; together they bought a net 217,883 shares, about $7.6 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 581,743 | $20.3 million | 0.0% | +77,829 | added | 30 June 2026 | 13F |
| Citadel Advisors | 138,792 | $4.8 million | 0.0% | +107,766 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 65,652 | $2.3 million | 0.0% | +22,568 | added | 30 June 2026 | 13F |
| Millennium Management | 47,909 | $1.7 million | 0.0% | +28,377 | added | 30 June 2026 | 13F |
| FMR LLC | 1,410 | $49,109 | 0.0% | +74 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 0 | $0 | 0.0% | -18,731 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Wellington Management Group LLP | 2,307,141 | 17.05% | $80.4 million | 0.01% | +32,628 | 13F |
| BlackRock, Inc. | 1,726,193 | 12.75% | $60.1 million | 0.00% | +228,938 | 13F |
| Vanguard Capital Management LLC | 999,325 | 7.38% | $34.8 million | 0.00% | +84,303 | 13F |
| Dimensional Fund Advisors LP | 885,611 | 6.54% | $30.9 million | 0.01% | +137,415 | 13F |
| AllianceBernstein L.P. | 827,225 | 6.11% | $26.6 million | 0.01% | -60,712 | 13F |
| State Street Corp. | 696,171 | 5.14% | $24.3 million | 0.00% | +142,496 | 13F |
| Geode Capital Management, LLC | 581,743 | 4.30% | $20.3 million | 0.00% | +77,829 | 13F |
| American Century Companies Inc. | 355,669 | 2.63% | $12.4 million | 0.01% | +53,915 | 13F |
| Manufacturers Life Insurance Company, the | 270,643 | 2.00% | $9.4 million | 0.01% | -1,717 | 13F |
| Banc Funds Co. LLC | 207,982 | 1.54% | $7.2 million | 1.20% | no change | 13F |
| Vanguard Portfolio Management LLC | 193,233 | 1.43% | $6.7 million | 0.00% | +34,393 | 13F |
| Petiole USA ltd | 192,411 | 1.42% | $6.7 million | 4.82% | -2,100 | 13F |
| Charles Schwab Investment Management Inc. | 183,840 | 1.36% | $6.4 million | 0.00% | +16,780 | 13F |
| Northern Trust Corp. | 182,414 | 1.35% | $6.4 million | 0.00% | +26,323 | 13F |
| Nuveen, LLC | 177,553 | 1.31% | $6.2 million | 0.00% | +92,121 | 13F |
| Bridgeway Capital Management, LLC | 163,956 | 1.21% | $5.7 million | 0.10% | +7,999 | 13F |
| Emerald Mutual Fund Advisers Trust | 162,411 | 1.20% | $5.7 million | 0.20% | no change | 13F |
| Vanguard Fiduciary Trust Co. | 147,304 | 1.09% | $5.1 million | 0.00% | +14,701 | 13F |
| Citadel Advisors LLC | 138,792 | 1.03% | $4.8 million | 0.00% | +107,766 | 13F |
| PNC Financial Services Group, Inc. | 134,855 | 1.00% | $4.7 million | 0.00% | +2 | 13F |
| Qube Research & Technologies Ltd | 132,679 | 0.98% | $4.6 million | 0.01% | new | 13F |
| Kennedy Capital Management LLC | 114,837 | 0.85% | $4.0 million | 0.07% | -2,171 | 13F |
| Bank of New York Mellon Corp | 114,576 | 0.85% | $4.0 million | 0.00% | +6,431 | 13F |
| Empowered Funds, LLC | 112,353 | 0.83% | $3.9 million | 0.02% | +7,999 | 13F |
| Hotchkis & Wiley Capital Management LLC | 112,107 | 0.83% | $3.9 million | 0.01% | +860 | 13F |
| Gendell Jeffrey L | 108,271 | 0.80% | $3.8 million | 0.03% | no change | 13F |
| Royce & Associates LP | 106,457 | 0.79% | $3.7 million | 0.03% | +6,148 | 13F |
| Morgan Stanley | 105,600 | 0.78% | $3.7 million | 0.00% | +50,375 | 13F |
| Russell Investments Group, Ltd. | 104,379 | 0.77% | $3.6 million | 0.00% | -30,875 | 13F |
| Goldman Sachs Group Inc. | 103,729 | 0.77% | $3.6 million | 0.00% | -46,961 | 13F |
| De Lisle Partners LLP | 92,824 | 0.69% | $3.2 million | 0.35% | no change | 13F |
| Deprince Race & Zollo Inc. | 70,825 | 0.52% | $2.5 million | 0.04% | -66,627 | 13F |
| Marshall Wace, LLP | 67,846 | 0.50% | $2.4 million | 0.00% | +50,996 | 13F |
| Two Sigma Investments, LP | 65,652 | 0.49% | $2.3 million | 0.00% | +22,568 | 13F |
| Rhino Investment Partners, Inc | 59,419 | 0.44% | $2.1 million | 0.63% | -172,653 | 13F |
| Mangrove Partners Im, LLC | 57,300 | 0.42% | $2.0 million | 0.13% | no change | 13F |
| Bank of America Corp. | 57,040 | 0.42% | $2.0 million | 0.00% | -16,089 | 13F |
| RKL Wealth Management LLC | 55,230 | 0.41% | $1.9 million | 0.15% | no change | 13F |
| Minerva Advisors LLC | 54,177 | 0.40% | $1.9 million | 1.19% | no change | 13F |
| Barclays PLC | 51,991 | 0.38% | $1.8 million | 0.00% | +14,818 | 13F |
| Wilmington Savings Fund Society, FSB | 49,400 | 0.36% | $1.7 million | 0.04% | no change | 13F |
| AQR Capital Management LLC | 48,337 | 0.36% | $1.7 million | 0.00% | +21,135 | 13F |
| Millennium Management LLC | 47,909 | 0.35% | $1.7 million | 0.00% | +28,377 | 13F |
| JPMorgan Chase & Co. | 48,130 | 0.36% | $1.6 million | 0.00% | +5,935 | 13F |
| Curi Capital, LLC | 39,796 | 0.29% | $1.4 million | 0.02% | no change | 13F |
| First Manhattan Co. LLC. | 34,787 | 0.26% | $1.2 million | 0.00% | -42,019 | 13F |
| Emerald Advisers, LLC | 32,275 | 0.24% | $1.1 million | 0.03% | no change | 13F |
| Oppenheimer & Close, LLC | 31,950 | 0.24% | $1.1 million | 0.70% | no change | 13F |
| Invesco Ltd. | 29,694 | 0.22% | $1.0 million | 0.00% | -803 | 13F |
| Franklin Resources Inc. | 29,072 | 0.21% | $1.0 million | 0.00% | -103,223 | 13F |
The 50 largest of the 145 funds that reported a position in MPB in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on MPB
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 7,000 | $243,880 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 7 October 2026 | 13D/A | GAH Capital, LLC and 2 others | 2.5 million | 9.7% | 5 October 2026 | Item 4 of the Original Schedule 13D is hereby amended as follows: The Reporting Persons acquired the shares of Common Stock reported herein for investment purposes. The Reporting Persons do not have any current plans, proposals or agreement | EDGAR |
| 15 May 2026 | 13G/A | Bay Pond Partners, L.P. and 1 other | 1.2 million | 4.9% | 31 March 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 1 May 2026 | 13D/A | GAH Capital, LLC and 2 others | 2.5 million | 9.7% | 30 April 2026 | Item 4 of the Original Schedule 13D is hereby amended as follows: The Reporting Persons acquired the shares of Common Stock reported herein for investment purposes. The Reporting Persons do not have any current plans, proposals or agreement | EDGAR |
| 27 April 2026 | 13G/A | BlackRock, Inc. and 1 other | 1.4 million | 5.7% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 20 March 2026 | 13D/A | General American Capital, LLC and 3 others | 2.5 million | 9.7% | 13 March 2026 | EDGAR | |
| 12 November 2025 | 13G/A | Wellington Management Group LLP and 7 others | 2.2 million | 9.7% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 28 September 2026 | 1,482 | $36.31 | SEC |
| 25 September 2026 | 253 | $36.20 | SEC |
| 18 September 2026 | 14 | $36.80 | SEC |
| 15 September 2026 | 23 | $37.12 | SEC |
| 11 September 2026 | 43 | $37.01 | SEC |
| 10 September 2026 | 1,251 | $36.69 | SEC |
| 9 September 2026 | 949 | $36.92 | SEC |
| 4 September 2026 | 9 | $37.12 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.