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Mid Penn Bancorp Inc (MPB)

CUSIP: 59540G107 | NYSE | Financial Services · Banks - Regional | Small Cap | 295 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/APhilip A. Norcross, individually and in his capacity as Manager and Trustee
with GAH Capital, LLC, GAH Capital Trust
2,451,4589.7%UnchangedOct 5, 2026No 13F filer matched
13D/APhilip A. Norcross, individually and in his capacity as Assistant Manager and Trustee
with General American Capital, LLC, Indiana Pacific General Trust, Susan D. Hudson, in her capacity as Manager and a Trustee
2,451,4589.7%New 5%+ stakeMar 13, 2026No 13F filer matched
13D/APhilip A. Norcross, individually and in his capacity as Manager and Trustee2,451,458
9.7% of class · Oct 5, 2026Unchanged
with GAH Capital, LLC, GAH Capital Trust
No 13F filer matched
13D/APhilip A. Norcross, individually and in his capacity as Assistant Manager and Trustee2,451,458
9.7% of class · Mar 13, 2026New 5%+ stake
with General American Capital, LLC, Indiana Pacific General Trust, Susan D. Hudson, in her capacity as Manager and a Trustee
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP970,869
0.0% of portfolio›$34.4M
Bank of New York Mellon Corp115,200
0.0% of portfolio›$4.1M
Deprince Race & Zollo Inc66,992
0.0% of portfolio›$2.4M
Wilmington Savings Fund Society, FSB64,400
0.1% of portfolio›$2.3M
RKL Wealth Management LLC55,230
0.2% of portfolio›$2.0M
Grace & White Inc27,324
0.2% of portfolio›$967.3K
Citigroup Inc13,756
0.0% of portfolio›$487.0K
Y-Intercept (Hong Kong) Ltd13,621
0.0% of portfolio›$482.2K
Choreo, LLC13,331
0.0% of portfolio›$471.9K
Mystic Asset Management, Inc.13,220
0.1% of portfolio›$468.0K
Creative Planning13,133
0.0% of portfolio›$464.9K
Kennedy Investment Group, Inc.12,913
0.1% of portfolio›$457.1K
New Wave Wealth Advisors LLC12,687
0.1% of portfolio›$455.2K
Strs Ohio12,500
0.0% of portfolio›$442.5K
Nations Financial Group Inc,11,056
0.0% of portfolio›$391.4K
Sterling Capital Management LLC8,332
0.0% of portfolio›$295.0K
Bare Financial Services, Inc7,189
0.1% of portfolio›$254.5K
Fischer Financial Services, Inc.6,756
0.1% of portfolio›$239.2K
US Bancorp \de\6,351
0.0% of portfolio›$224.8K
Fulton Bank, N.A.5,869
0.0% of portfolio›$207.8K
State of Alaska, Department of Revenue916
0.0% of portfolio›$32
American Capital Advisory, LLC852
0.0% of portfolio›$30.2K
Versant Capital Management, Inc742
0.0% of portfolio›$26.3K
Harbor Investment Advisory, LLC702
0.0% of portfolio›$24.9K
Friedenthal Financial688
0.0% of portfolio›$24.4K
Larson Financial Group LLC602
0.0% of portfolio›$21.3K
Fortitude Family Office, LLC310
0.0% of portfolio›$11.0K
Covestor Ltd295
0.0% of portfolio›$10
Gamma Investing LLC272
0.0% of portfolio›$9.6K
Triumph Capital Management200
0.0% of portfolio›$7.1K
Nisa Investment Advisors, LLC192
0.0% of portfolio›$6.8K
State of Wyoming162
0.0% of portfolio›$5.7K
Torren Management, LLC132
0.0% of portfolio›$4.7K
SJS Investment Consulting Inc.103
0.0% of portfolio›$3.6K
Carota Wealth Management100
0.0% of portfolio›$3.5K
Root Financial Partners, LLC81
0.0% of portfolio›$2.9K
First Command Advisory Services, Inc.75
0.0% of portfolio›$2.7K
Parallel Advisors, LLC67
0.0% of portfolio›$2.4K
EverSource Wealth Advisors, LLC40
0.0% of portfolio›$1.4K
Farther Finance Advisors, LLC33
0.0% of portfolio›$1.2K
Physician Wealth Advisors, Inc.26
0.0% of portfolio›$921
Parkside Financial Bank & Trust15
0.0% of portfolio›$531
Silver Grove Financial Group, Inc.14
0.0% of portfolio›$496
GK Wealth Management LLC4
0.0% of portfolio›$142
Essential Partners LLC3
0.0% of portfolio›$106
SBI Securities Co., Ltd.2
0.0% of portfolio›$71
Hughes Financial Services, LLC1
0.0% of portfolio›$34
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
970,869$34.4M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
115,200$4.1M0.0%CoreLowNew York, NY2026-11-05
Deprince Race & Zollo Inc
66,992$2.4M0.0%Deep ValueHighWinter Park, FL2026-10-13
Wilmington Savings Fund Society, FSB
64,400$2.3M0.1%CoreLowWilmington, DE2026-10-23
RKL Wealth Management LLC
55,230$2.0M0.2%ETFVery LowLancaster, PA2026-10-16
Grace & White Inc
27,324$967.3K0.2%Deep ValueVery LowNy, NY2026-10-23
Citigroup Inc
13,756$487.0K0.0%CoreMediumNew York, NY2026-11-04
Y-Intercept (Hong Kong) Ltd
13,621$482.2K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Choreo, LLC
13,331$471.9K0.0%IndexLowRockford, IL2026-10-28
Mystic Asset Management, Inc.
13,220$468.0K0.1%CoreVery LowWarwick, RI2026-10-15
Creative Planning
13,133$464.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Kennedy Investment Group, Inc.
12,913$457.1K0.1%GrowthLowWest Deptford, NJ2026-10-21
New Wave Wealth Advisors LLC
12,687$455.2K0.1%CoreMediumSpringdale, AR2026-10-19
Strs Ohio
12,500$442.5K0.0%CoreMediumColumbus, OH2026-10-30
Nations Financial Group Inc,
11,056$391.4K0.0%CoreLowCedar Rapids, IA2026-11-05
Sterling Capital Management LLC
8,332$295.0K0.0%GARPMediumCharlotte, NC2026-10-22
Bare Financial Services, Inc
7,189$254.5K0.1%ETFVery LowGap, PA2026-11-04
Fischer Financial Services, Inc.
6,756$239.2K0.1%GrowthVery LowHarrisburg, PA2026-10-30
US Bancorp \de\
6,351$224.8K0.0%IndexLowMinneapolis, MN2026-11-05
Fulton Bank, N.A.
5,869$207.8K0.0%CoreLowLancaster, PA2026-10-14
State of Alaska, Department of Revenue
916$320.0%CoreVery LowJuneau, AK2026-10-15
American Capital Advisory, LLC
852$30.2K0.0%ETFLowKetchum, ID2026-10-28
Versant Capital Management, Inc
742$26.3K0.0%GARPLowPhoenix, AZ2026-10-02
Harbor Investment Advisory, LLC
702$24.9K0.0%GrowthLowLutherville, MD2026-10-13
Friedenthal Financial
688$24.4K0.0%ETFHighMarlton, NJ2026-10-27
Larson Financial Group LLC
602$21.3K0.0%GrowthLowSt Louis, MO2026-11-05
Fortitude Family Office, LLC
310$11.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Covestor Ltd
295$100.0%ValueHighLondon, United Kingdom2026-10-30
Gamma Investing LLC
272$9.6K0.0%IndexVery LowFoster City, CA2026-10-08
Triumph Capital Management
200$7.1K0.0%ETFMediumDenver, CO2026-10-14
Nisa Investment Advisors, LLC
192$6.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
State of Wyoming
162$5.7K0.0%ValueHighCheyenne, WY2026-10-28
Torren Management, LLC
132$4.7K0.0%ETFMediumSan Diego, CA2026-10-29
SJS Investment Consulting Inc.
103$3.6K0.0%ETFVery LowSylvania, OH2026-10-26
Carota Wealth Management
100$3.5K0.0%CoreHighThompsons Station, TN2026-11-03
Root Financial Partners, LLC
81$2.9K0.0%ETFMediumEncinitas, CA2026-10-21
First Command Advisory Services, Inc.
75$2.7K0.0%IndexLowFort Worth, TX2026-11-05
Parallel Advisors, LLC
67$2.4K0.0%IndexLowSan Francisco, CA2026-11-03
EverSource Wealth Advisors, LLC
40$1.4K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
33$1.2K0.0%IndexLowSan Francisco, CA2026-10-08
Physician Wealth Advisors, Inc.
26$9210.0%ETFMediumMidvale, UT2026-10-20
Parkside Financial Bank & Trust
15$5310.0%CoreVery LowSaint Louis, MO2026-10-27
Silver Grove Financial Group, Inc.
14$4960.0%CoreMediumOrchard Park, NY2026-11-05
GK Wealth Management LLC
4$1420.0%GARPVery HighReno, NV2026-10-09
Essential Partners LLC
3$1060.0%ValueMediumRancho Santa Fe, CA2026-10-14
SBI Securities Co., Ltd.
2$710.0%Agg GrowthLowTokyo, Mexico2026-10-22
Hughes Financial Services, LLC
1$340.0%ETFLowHerndon, VA2026-10-30