MGP INGREDIENTS INC NEW MGPI
COM · Common Stock · CUSIP 55303J106 · ISIN US55303J1060
- SectorIndustrials
- IndustryWholesale-Beer, Wine & Distilled Alcoholic Beverages
- HeadquartersAtchison, KS
- Websitemgpingredients.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.5m this quarter). Holder counts are more reliable. Shares outstanding: 21.4m as of 2026-07-24, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $17.51. Options: 5 managers hold calls ($3.6m notional), 2 hold puts ($203.2k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 220 |
| Q4 2022 | 246 |
| Q1 2023 | 240 |
| Q2 2023 | 216 |
| Q3 2023 | 231 |
| Q4 2023 | 240 |
| Q1 2024 | 234 |
| Q2 2024 | 226 |
| Q3 2024 | 260 |
| Q4 2024 | 208 |
| Q1 2025 | 201 |
| Q2 2025 | 198 |
| Q3 2025 | 177 |
| Q4 2025 | 182 |
| Q1 2026 | 146 |
| Q2 2026 | 149 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 136 | 101 |
| Q4 2024 | 117 | 163 |
| Q1 2025 | 111 | 87 |
| Q2 2025 | 97 | 99 |
| Q3 2025 | 80 | 109 |
| Q4 2025 | 89 | 101 |
| Q1 2026 | 60 | 116 |
| Q2 2026 | 77 | 70 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $657.9k | $1.0m | 1.54 |
| Q4 2025 | $4.9k | $243.0k | 50.00 |
| Q1 2026 | $46.0k | $299.8k | 6.52 |
| Q2 2026 | $3.6m | $203.2k | 0.06 |
Biggest buyers
| Tieton Capital Management, LLC | Added | +215.3k |
| GOLDMAN SACHS GROUP INC | Added | +177.3k |
| BlackRock, Inc. | Added | +147.5k |
| MORGAN STANLEY | Added | +139.9k |
| AMERICAN CENTURY COMPANIES INC | Added | +92.3k |
| AMERIPRISE FINANCIAL INC | Added | +58.6k |
| STATE STREET CORP | Added | +57.0k |
| AQR CAPITAL MANAGEMENT LLC | Added | +53.6k |
| TUDOR INVESTMENT CORP ET AL | New | +52.7k |
| Dana Investment Advisors, Inc. | Added | +46.2k |
Biggest sellers
| DIMENSIONAL FUND ADVISORS LP | Reduced | -237.9k |
| FEDERATED HERMES, INC. | Reduced | -213.7k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -169.0k |
| Allspring Global Investments Holdings, LLC | Sold out | -166.6k |
| JANE STREET GROUP, LLC | Sold out | -164.2k |
| MARSHALL WACE, LLP | Reduced | -82.4k |
| DEUTSCHE BANK AG\ | Reduced | -72.4k |
| Engineers Gate Manager LP | Reduced | -64.6k |
| SEI INVESTMENTS CO | Reduced | -57.0k |
| HRT FINANCIAL LP | Reduced | -51.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $1.5m83.1k shares |
| JANE STREET GROUP, LLC | New | $1.3m76.9k shares |
| IMC-Chicago, LLC | New | $429.2k24.5k shares |
| SIMPLEX TRADING, LLC | Added | $222.5k12.7k shares |
| GROUP ONE TRADING LLC | Added | $175.2k10.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | New | $194.5k11.1k shares |
| GROUP ONE TRADING LLC | Unchanged | $8.8k500 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Lux Donn S.
13D · may seek influence
-1.4 pts · filed 2025-12-12
Stated purposeNo material changes. Full filing |
31.4% |
Seaberg Karen
13D · may seek influence
-1.5 pts · filed 2025-12-11
Stated purposeThe information previously provided as the fourth paragraph of Item 4 is hereby amended and restated by replacing the text thereof in its entirety with the following: Since its formation, the Cray Partnership has (1) sold 588,384 shares of Common Stock in various open market transactions and (2) disposed of 235,950 shares of Common Stock pursuant to the Redemption Agreements (as defined in Item 6 below). As of December 11, 2025, the Cray Partnership owned 1,748,733 shares of Common Stock. The information previously provided as the seventh paragraph of Item 4 is hereby amended and restated by replacing the text thereof in its entirety with the following: Since its formation, the Seaberg Partnership has sold 348,733 shares of Common Stock in various open market transactions and, as of Dec… Full filing |
9.7% |
| BlackRock, Inc. 13G · institution +0.5 pts · filed 2026-07-29 | 5.2% |
Fell to 5% or below in the last year: FEDERATED HERMES, INC. (4.6%, 2026-07-08), VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 2 | $3.4m | — |
| Q1 2025 | 0 | — | 4 | $6.0m | $2.8m |
| Q2 2025 | 1 | $496.5k | 3 | $5.4m | $2.1m |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 1 | $7.5m | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-16 | Lux Leslie +1 10% owner · By Trust | Sold | $399.3k27.7k shares |
| 2026-08-20 | Lux Paul S. 10% owner · By Trust | Sold | $586.1k33.0k shares |
| 2026-05-27 | Kaplan Caroline Lux 10% owner · By Trust | Sold | $545.4k30.0k shares |
| 2026-05-26 | Kaplan Caroline Lux 10% owner · By Trust | Sold | $534.6k30.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Integrated Wealth Concepts LLC 0.21% of their portfolio | 2.5m $43.9m | Reduced -26.9k |
| BlackRock, Inc. 0.00% of their portfolio | 1.3m $22.3m | Added +147.5k |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 980.1k $17.2m | Reduced -213.7k |
| PRIVATE MANAGEMENT GROUP INC 0.34% of their portfolio | 734.2k $12.9m | Reduced -5.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 643.4k $11.3m | Reduced -327 |
| Tieton Capital Management, LLC 3.24% of their portfolio | 642.3k $11.3m | Added +215.3k |
| ARIEL INVESTMENTS, LLC 0.11% of their portfolio | 610.7k $10.7m | Reduced -18.1k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 522.2k $9.1m | Reduced -237.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 462.6k $8.1m | Added +58.6k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 404.8k $7.1m | Added +92.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 386.5k $6.8m | Added +22.8k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 384.7k $6.7m | Reduced -10.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 362.8k $6.4m | Added +177.3k |
| STATE STREET CORP 0.00% of their portfolio | 356.5k $6.2m | Added +57.0k |
| MORGAN STANLEY 0.00% of their portfolio | 317.9k $5.6m | Added +139.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 295.8k $5.2m | Reduced -26.8k |
| Dana Investment Advisors, Inc. 0.13% of their portfolio | 293.7k $5.1m | Added +46.2k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 277.2k $4.9m | Reduced -169.0k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 255.3k $4.5m | Reduced -57.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 253.8k $4.4m | Reduced -8.4k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 154.4k $2.7m | Added +53.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 149.9k $2.5m | Added +42.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 147.2k $2.6m | Reduced -911 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 145.4k $2.5m | Added +13.2k |
| Moors & Cabot, Inc. 0.09% of their portfolio | 133.2k $2.3m | Added +37.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 127.0k $2.2m | Added +15.4k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 124.5k $2.2m | Reduced -10.9k |
| Trexquant Investment LP 0.01% of their portfolio | 124.2k $2.2m | Added +7.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 106.0k $1.9m | Reduced -5.9k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 94.8k $1.7m | Added +5.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 91.6k $1.6m | Added +1.4k |
| PDT Partners, LLC 0.08% of their portfolio | 90.3k $1.6m | Added +22.5k |
| NORGES BANK 0.00% of their portfolio | 87.2k $1.5m | Not comparable |
| Numerai GP LLC 0.12% of their portfolio | 83.4k $1.5m | Added +21.6k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 78.0k $1.4m | Reduced -82.4k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 70.3k $1.2m | Added +25.4k |
| Leeward Investments, LLC - MA 0.05% of their portfolio | 67.5k $1.2m | Reduced -1.0k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 66.0k $1.2m | Added +19.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 65.8k $1.2m | Added +2.3k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 64.1k $1.1m | Reduced -20.6k |
| CITIGROUP INC 0.00% of their portfolio | 62.5k $1.1m | Added +9.1k |
| Villanova Investment Management Co LLC 1.04% of their portfolio | 62.3k $1.1m | Added +5.3k |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 56.4k $988.5k | Added +44.5k |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 52.7k $922.6k | New |
| Quantinno Capital Management LP 0.00% of their portfolio | 52.2k $913.8k | Added +26.8k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 51.4k $900.1k | Added +14.5k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 47.9k $805.9k | Reduced -3.1k |
| Invesco Ltd. 0.00% of their portfolio | 47.3k $828.2k | Reduced -6.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 44.8k $785.2k | Added +1.9k |
| UBS Group AG 0.00% of their portfolio | 43.0k $754.1k | Reduced -23.7k |
| FMR LLC 0.00% of their portfolio | 42.9k $750.9k | Added +17.2k |
| Nuveen, LLC 0.00% of their portfolio | 36.1k $600.4k | Added +7.8k |
| Jump Financial, LLC 0.01% of their portfolio | 35.2k $616.7k | Added +6.3k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 34.3k $600.7k | New |
| HRT FINANCIAL LP 0.00% of their portfolio | 33.1k $579.0k | Reduced -51.6k |
| LPL Financial LLC 0.00% of their portfolio | 32.4k $567.9k | Reduced -251 |
| Creative Planning 0.00% of their portfolio | 32.0k $560.0k | Reduced -7.9k |
| Aviance Capital Partners, LLC 0.06% of their portfolio | 30.9k $540.7k | New |
| Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio | 30.8k $540.2k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 30.4k $531.9k | Added +22.2k |
| Unison Advisors LLC 0.04% of their portfolio | 29.8k $521.4k | Added +175 |
| ROYCE & ASSOCIATES LP 0.00% of their portfolio | 27.9k $489.4k | Unchanged |
| Campbell & CO Investment Adviser LLC 0.02% of their portfolio | 25.0k $437.5k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 24.2k $423.4k | Reduced -72.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 23.7k $415.0k | Reduced -12.3k |
| Magnetar Financial LLC 0.00% of their portfolio | 23.1k $405.1k | New |
| BARCLAYS PLC 0.00% of their portfolio | 21.8k $381.3k | Reduced -13.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 21.7k $398.5k | Added +1.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 20.8k $363.8k | Added +1.3k |
| SummerHaven Investment Management, LLC 0.19% of their portfolio | 20.5k $358.6k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 18.7k $326.9k | Added +621 |
| Brevan Howard Capital Management LP 0.00% of their portfolio | 17.8k $312.5k | Reduced -934 |
| Abel Hall, LLC 0.05% of their portfolio | 17.2k $301.2k | New |
| Aquatic Capital Management LLC 0.01% of their portfolio | 16.8k $293.9k | New |
| EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio | 16.5k $288.9k | Added +2.6k |
| Squarepoint Ops LLC 0.00% of their portfolio | 16.3k $285.6k | Added +323 |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 16.2k $283.1k | Reduced -29.8k |
| Quantbot Technologies LP 0.01% of their portfolio | 15.5k $272.2k | Reduced -21.2k |
| Corient Private Wealth LP 0.00% of their portfolio | 15.4k $270.0k | Reduced -391 |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 15.3k $268.4k | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 15.3k $268.2k | Reduced -43.1k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.01% of their portfolio | 15.0k $263.0k | New |
| Ballentine Partners, LLC 0.00% of their portfolio | 15.0k $262.5k | Reduced -968 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 14.9k $254.1k | New |
| Engineers Gate Manager LP 0.00% of their portfolio | 14.4k $252.3k | Reduced -64.6k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 13.2k $231.2k | Added +928 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 12.2k $214.0k | New |
| Graham Capital Management, L.P. 0.00% of their portfolio | 10.5k $183.2k | Reduced -41 |
| Palouse Capital Management, Inc. 0.10% of their portfolio | 8.8k $154.3k | Added +5.7k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 8.1k $141.1k | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 6.8k $119.8k | Added +143 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 6.4k $111.3k | Added +5.7k |
| BFSG, LLC 0.01% of their portfolio | 6.2k $108.3k | Unchanged |
| SG Americas Securities, LLC 0.00% of their portfolio | 5.9k $104.0k | New |
| STRS OHIO 0.00% of their portfolio | 5.9k $103.4k | Reduced -26.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 4.3k $75.9k | Unchanged |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 3.5k $61.9k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 3.1k $55.0k | First filing |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 2.9k $50.8k | Added +2.7k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.00% of their portfolio | 2.7k $48.0k | Unchanged |