Mid Penn Bancorp

MPB • NASDAQ

Mid Penn Bancorp is a banks - regional company in the financial services sector on NASDAQ, led by Justin T. Webb, with a market cap of $738.9M. As of Q3 2025, 50% of shares are held by 119 institutional investors, with WELLINGTON MANAGEMENT CO LLP as the largest holder at 9.67%.

Senior Executive Vice President and Chief Financial OfficerJustin T. Webb

Market Cap$738.9M

Banks - Regional

Financial Services

Employees635.0

Websitemidpennbank.com

Country

United States of America

Overview

Overview of institutional ownership in MPB as of Q3 2025 with a market cap of $658.7M

All Institutions

Institutions: 119
Value Held: $332.5M
Shares Held: 11.6M
Avg Position: $2.8M
Median Position: $363.5K

Hedge Funds

Hedge Funds: 11
Value Held: $14.7M
Shares Held: 514.7K
Avg Position: $1.3M
Median Position: $580.1K

Ownership Breakdown

Institutional (non-HF)

48.24%

$317.8M

Hedge Funds

2.24%

$14.7M

Retail & Other

49.52%

$326.2M

Based on market cap of $658.7M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in MPB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$63.7M 0.01% of portfolio	9.67% 2.2M shares	Q2 2021 Held for 4y 5m	$571.21B
B BlackRock, Inc. Institution	-	$41.7M 0.00% of portfolio	6.33% 1.5M shares	Q1 2017 Held for 8y 8m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$34.1M 0.00% of portfolio	5.17% 1.2M shares	Q1 2018 Held for 7y 8m	$6.69T
ALLIANCEBERNSTEIN L.P. Long Only Manager	Seth Perry Bernstein CEO	$23.0M 0.01% of portfolio	3.49% 802.1K shares	Q2 2021 Held for 4y 5m	$317.45B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$18.2M 0.00% of portfolio	2.76% 633.7K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$15.3M 0.00% of portfolio	2.33% 535.1K shares	Q2 2018 Held for 7y 5m	$2.88T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$14.1M 0.00% of portfolio	2.14% 492.2K shares	Q1 2017 Held for 8y 8m	$1.57T
M MANUFACTURERES LIFE INSURANCE CO Institution	-	$8.0M 0.01% of portfolio	1.22% 279.5K shares	Q2 2021 Held for 4y 5m	$120.17B
A AMERICAN CENTURY COMPANIES INC Institution	-	$7.1M 0.00% of portfolio	1.08% 249.5K shares	Q3 2022 Held for 3y 2m	$195.93B
Fourthstone LLC Hedge Fund•Long/Short	Amy Morris Stone CEO	$6.3M 1.13% of portfolio	0.95% 219.6K shares	Q1 2025 Held for 8 months	$557.6M

Net Capital Flow

Institutional buying and selling activity for MPB in Q3 2025

Traded: +$15.7M
Buyers: 53
Sellers: 48
Total Bought: +$49.6M
Total Sold: −$33.8M
Avg Position: $2.6M

Biggest Buyers

Institution	Net Bought	Current Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$12.9M +450.9K shares	$63.7M 2.2M shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	+$11.6M +405.3K shares	$23.0M 802.1K shares
Fourthstone LLC Hedge Fund•Long/Short	+$5.7M +199.0K shares	$6.3M 219.6K shares
STATE STREET CORP Institution	+$3.5M +121.1K shares	$15.3M 535.1K shares
FRANKLIN RESOURCES INC Institution	+$3.3M +116.6K shares	$3.6M 126.1K shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	+$3.0M +103.4K shares	$4.8M 166.7K shares
UBS Group AG Institution	+$2.2M +75.7K shares	$3.1M 109.0K shares
N Nuveen, LLC Institution	+$637.5K +22.3K shares	$2.5M 85.8K shares
KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager	+$510.9K +17.8K shares	$3.3M 114.1K shares
R Rafferty Asset Management, LLC Institution	+$472.6K +16.5K shares	$472.6K 16.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
FJ Capital Management LLC Hedge Fund•Long/Short	−$9.3M −328.7K shares	Sold Off 0 shares
B BANC FUNDS CO LLC Institution	−$4.8M −167.8K shares	$6.0M 208.0K shares
B BlackRock, Inc. Institution	−$2.5M −87.7K shares	$41.7M 1.5M shares
FIRST TRUST ADVISORS LP ETF Provider	−$2.1M −71.7K shares	$363.5K 12.7K shares
R RMB Capital Management, LLC RIA/Wealth	−$1.4M −51.2K shares	Sold Off 0 shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$1.4M −50.0K shares	$397.2K 13.9K shares
M MENDON CAPITAL ADVISORS CORP Hedge Fund•Sector	−$1.4M −50.0K shares	Sold Off 0 shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$1.2M −43.0K shares	$549.2K 19.2K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$730.9K −25.9K shares	Sold Off 0 shares
MORGAN STANLEY RIA/Wealth	−$711.7K −24.9K shares	$1.6M 55.1K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited MPB in Q3 2025

New Positions: 10
New Value: $1.4M
Exited Positions: 11
Exited Value: $15.3M

New Positions

Institution	Position Value
R Rafferty Asset Management, LLC Institution	$472.6K 16.5K shares
Quantinno Capital Management LP Hedge Fund•Market Neutral	$344.5K 12.0K shares
Brandywine Global Investment Management, LLC Long Only Manager	$337.4K 11.8K shares
Quantbot Technologies LLC Hedge Fund•Quant	$186.2K 6.5K shares
S State of Alaska, Department of Revenue Institution	$26.2K 916.0 shares
Larson Financial Group LLC RIA/Wealth	$22.9K 798.0 shares
Triumph Capital Management RIA/Wealth	$5.7K 200.0 shares
Sontag Advisory, LLC RIA/Wealth	$5.2K 180.0 shares
R Root Financial Partners, LLC RIA/Wealth	$200.0 7.0 shares
Farther Finance Advisors, LLC RIA/Wealth	$143.0 5.0 shares

Exited Positions

Institution	Previous Position
FJ Capital Management LLC Hedge Fund•Long/Short	$9.3M 328.7K shares
R RMB Capital Management, LLC RIA/Wealth	$1.4M 51.2K shares
M MENDON CAPITAL ADVISORS CORP Hedge Fund•Sector	$1.4M 50.0K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$730.9K 25.9K shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	$592.2K 21.0K shares
S STRS OHIO Institution	$580.9K 20.6K shares
PRUDENTIAL FINANCIAL INC Institution	$434.4K 15.4K shares
D Dynamic Technology Lab Private Ltd Institution	$260.8K 9.2K shares
Hillsdale Investment Management Inc. Long Only Manager	$251.0K 8.9K shares
LAZARD ASSET MANAGEMENT LLC Long Only Manager	$157.2K 5.6K shares

Options Activity

Institutions with the largest Call and Put options positions in MPB as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with MPB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
P Petiole USA ltd Institution	-	3.90% $5.6M	0.86% 197.1K shares	Q4 2021 Held for 3y 11m	$144.8M
B BANC FUNDS CO LLC Institution	-	1.45% $6.0M	0.90% 208.0K shares	Q3 2018 Held for 7y 2m	$411.3M
Fourthstone LLC Hedge Fund•Long/Short	Amy Morris Stone CEO	1.13% $6.3M	0.95% 219.6K shares	Q1 2025 Held for 8 months	$557.6M
M Minerva Advisors LLC Hedge Fund•Value	David Peter Cohen President	0.99% $1.6M	0.24% 54.2K shares	Q3 2018 Held for 7y 2m	$157.5M
O Oppenheimer & Close, LLC Institution	-	0.61% $915.0K	0.14% 32.0K shares	Q2 2025 Held for 5 months	$150.2M
D De Lisle Partners LLP Institution	-	0.34% $2.8M	0.43% 97.8K shares	Q1 2024 Held for 1y 8m	$815.6M
KENNEDY INVESTMENT GROUP RIA/Wealth	John William Kennedy CEO	0.26% $653.1K	0.10% 22.8K shares	Q2 2025 Held for 5 months	$251.5M
C CNB Bank Institution	-	0.24% $576.8K	0.09% 20.1K shares	Q4 2021 Held for 3y 11m	$240.0M
EMERALD MUTUAL FUND ADVISERS TRUST Long Only Manager	Stacey Lynn Sears President	0.22% $4.1M	0.63% 144.4K shares	Q2 2021 Held for 4y 5m	$1.9B
G GRACE & WHITE INC /NY RIA/Wealth	Marc Emil Ravitz President	0.15% $743.1K	0.11% 25.9K shares	Q2 2023 Held for 2y 5m	$481.2M

Hedge Fund Spotlight

Discover hedge funds investing in MPB

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Mid Penn Bancorp

Market Value: $362.8K
Shares Held: 12.7K
Portfolio Weight: 0.00%
Owned Since: 2023-Q3

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%