MGPINasdaqWholesale-Beer, Wine & Distilled Alcoholic BeveragesFiscal year ends December 31
MGP INGREDIENTS INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 29, 2026
$15.02−0.10 (-0.66%)
Close on Oct 19, 2026
- Market cap
- $321.92M
- P/E (TTM)
- –
- Dividend yield
- 3.20%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
72.3%
15M of 21M shares
Institutional holders
149
26 new, 21 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 17 sales
Net sold $10.99M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Caroline Lux Kaplan | 7,214,913 | 33.90% | 13D (active) amendment | Apr 2, 2025 |
| Ann S. Lux 2005 Irrevocable Trust FBO Donn S. Lux dated 9/16/2005 | 6,992,876 | 32.80% | 13D (active) amendment | Nov 19, 2025 |
| Lux Donn S. | 6,682,541 | 31.40% | 13D (active) amendment | Dec 10, 2025 |
| Karen Seaberg | 2,069,356 | 9.70% | 13D (active) amendment | Dec 9, 2025 |
| Thomas R. Donahue | 1,193,760 | 5.59% | 13G (passive) amendment | Mar 31, 2026 |
| BlackRock, Inc. | 1,108,095 | 5.20% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MGPI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 2,505,779 | 11.70% | $43.90M | −26,860 | 0.21% |
| BlackRock, Inc. | 1,270,417 | 5.93% | $22.26M | +147,514 | 0.00% |
| Federated Hermes, Inc. | 980,092 | 4.58% | $17.17M | −213,668 | 0.02% |
| Private Management Group Inc | 734,181 | 3.43% | $12.86M | −5,836 | 0.34% |
| Vanguard Capital Management LLC | 643,437 | 3.00% | $11.27M | −327 | 0.00% |
| Tieton Capital Management, LLC | 642,260 | 3.00% | $11.25K | +215,310 | 0.00% |
| Ariel Investments, LLC | 610,729 | 2.85% | $10.70M | −18,131 | 0.11% |
| Dimensional Fund Advisors LP | 522,233 | 2.44% | $9.15M | −237,895 | 0.00% |
| Ameriprise Financial Inc | 462,563 | 2.16% | $8.10M | +58,650 | 0.00% |
| American Century Companies Inc | 404,799 | 1.89% | $7.09M | +92,321 | 0.00% |
| Geode Capital Management, LLC | 386,458 | 1.80% | $6.77M | +22,800 | 0.00% |
| Citadel Advisors LLC | 384,658 | 1.80% | $6.74M | −10,820 | 0.00% |
| Goldman Sachs Group Inc | 362,757 | 1.69% | $6.36M | +177,255 | 0.00% |
| State Street Corp | 356,455 | 1.66% | $6.25M | +57,004 | 0.00% |
| Morgan Stanley | 317,875 | 1.48% | $5.57M | +139,931 | 0.00% |
| Vanguard Portfolio Management LLC | 295,806 | 1.38% | $5.18M | −26,796 | 0.00% |
| Dana Investment Advisors, Inc. | 293,730 | 1.37% | $5.15M | +46,156 | 0.13% |
| Two Sigma Investments, LP | 277,172 | 1.29% | $4.86M | −169,043 | 0.00% |
| Sei Investments Co | 255,326 | 1.19% | $4.47M | −57,004 | 0.00% |
| Charles Schwab Investment Management Inc | 253,781 | 1.19% | $4.45M | −8,365 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 149 | 15M | 72.3% | 26 / 53 | 50 / 21 | 2M | 2M |
| Q1 2026 | 146 | 15M | 72.1% | 24 / 40 | 63 / 56 | 6M | 5M |
| Q4 2025 | 182 | 15M | 71.6% | 43 / 53 | 64 / 37 | 5M | 3M |
| Q3 2025 | 177 | 13M | 61.0% | 25 / 57 | 68 / 42 | 1M | 2M |
| Q2 2025 | 197 | 14M | 63.3% | 31 / 69 | 66 / 33 | 2M | 4M |
| Q1 2025 | 200 | 15M | 71.5% | 29 / 87 | 55 / 32 | 3M | 3M |
| Q4 2024 | 206 | 15M | 72.4% | 51 / 73 | 61 / 103 | 4M | 6M |
| Q3 2024 | 260 | 17M | 80.4% | 58 / 84 | 78 / 23 | 4M | 1M |
| Q2 2024 | 226 | 16M | 75.3% | 29 / 80 | 84 / 34 | 2M | 2M |
| Q1 2024 | 234 | 16M | 76.9% | 35 / 76 | 82 / 38 | 4M | 3M |
| Q4 2023 | 239 | 16M | 72.5% | 34 / 88 | 79 / 22 | 2M | 1M |
| Q3 2023 | 229 | 14M | 67.3% | 30 / 83 | 72 / 16 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MGPI | Value | % of fund | As of |
|---|---|---|---|---|---|
| Federated Hermes MDT Small Cap Core Fund | 553,882 | 2.59% | $9.80M | 0.44% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 467,462 | 2.18% | $8.19M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 386,382 | 1.80% | $6.77M | 0.01% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 318,237 | 1.49% | $5.62M | 0.02% | May 31, 2026 |
| Columbia Small Cap Value Discovery Fund | 311,557 | 1.45% | $5.51M | 0.22% | Jul 31, 2026 |
| Vanguard Consumer Staples Index Fund | 174,254 | 0.81% | $3.08M | 0.03% | May 31, 2026 |
| Fidelity Small Cap Index Fund | 162,406 | 0.76% | $2.87M | 0.01% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 159,959 | 0.75% | $2.80M | 0.00% | Jun 30, 2026 |
| Bridge Builder Small/Mid Cap Growth Fund | 154,040 | 0.72% | $2.70M | 0.02% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 128,260 | 0.60% | $2.25M | 0.02% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 102,352 | 0.48% | $1.81M | 0.02% | May 31, 2026 |
| U.S. Small Cap Portfolio | 95,246 | 0.44% | $1.69M | 0.01% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 91,868 | 0.43% | $1.63M | 0.01% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 79,283 | 0.37% | $1.40M | 0.00% | May 31, 2026 |
| Federated Hermes MDT Small Cap Core ETF | 76,861 | 0.36% | $1.36M | 0.49% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Julie Maria Francis | President & CEO, Director | 107,836 | 0.50% | Aug 6, 2026 |
| Kathleen Susan Molamphy | Chief Legal and HR Officer | 17,441 | 0.08% | Mar 6, 2026 |
| Brandon Gall | CFO | 73,323 | 0.34% | Mar 6, 2026 |
| Erika Lapish | CHRO | 9,671 | 0.05% | Feb 20, 2026 |
| Amel Pasagic | Chief Commercial Officer | 10,487 | 0.05% | Feb 20, 2026 |
| Martin Roper | Director | 35,503 | 0.17% | Jul 2, 2026 |
| Gerardo I. Lopez | Director | 12,262 | 0.06% | May 15, 2026 |
| Thomas A. Gerke | Director | 17,118 | 0.08% | May 15, 2026 |
| Mercedes Romero | Director | 5,801 | 0.03% | May 15, 2026 |
| Lori L.S. Mingus | Director | 33,016 | 0.15% | May 15, 2026 |
| Todd B. Siwak | Director | 13,086 | 0.06% | May 15, 2026 |
| Jennifer Elaine Lowry | Director | 11,894 | 0.06% | May 15, 2026 |
| Karen Seaberg | Director | 2,085,276 | 9.74% | Dec 10, 2025 |
| Kevin Rauckman | Director | 7,518 | 0.04% | May 22, 2025 |
| Donn S. Lux | Director, 10% owner | 2,438,264 | 11.39% | May 15, 2025 |
| Preet H. Michelson | Director | 5,610 | 0.03% | Apr 3, 2025 |
| Leslie Lux | 10% owner | 4,046,104 | 18.89% | Sep 18, 2026 |
| Lux Children Irrevocable Trust dated May 24, 2012 | 10% owner | 0 | – | Sep 18, 2026 |
| Paul S. Lux | 10% owner | 550,458 | 2.57% | Aug 24, 2026 |
| Caroline Lux Kaplan | 10% owner | 470,958 | 2.20% | May 28, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Lux Children Irrevocable Trust dated May 24, 2012 10% owner | Sep 16, 2026 | Sale | −27,731 | $14.40 | $399.33K | 0 |
| Paul S. Lux 10% owner | Aug 20, 2026 | Sale | −33,000 | $17.76 | $586.08K | 550,458 |
| Julie Maria Francis President & CEO, Director | Aug 4, 2026 | Tax withholding | −1,994 | $17.11 | $34.12K | 107,836 |
| Martin Roper Director | Jul 2, 2026 | Award | +2,232 | $17.36 | $38.75K | 35,503 |
| Caroline Lux Kaplan 10% owner | May 27, 2026 | Sale | −30,000 | $18.18 | $545.40K | 470,958 |
| Caroline Lux Kaplan 10% owner | May 26, 2026 | Sale | −30,000 | $17.82 | $534.60K | 500,958 |
| Jennifer Elaine Lowry Director | May 14, 2026 | Award | +5,801 | – | – | 11,894 |
| Mercedes Romero Director | May 14, 2026 | Award | +5,801 | – | – | 5,801 |
| Thomas A. Gerke Director | May 14, 2026 | Award | +5,801 | – | – | 17,118 |
| Todd B. Siwak Director | May 14, 2026 | Award | +5,801 | – | – | 10,040 |
| Lori L.S. Mingus Director | May 14, 2026 | Award | +5,801 | – | – | 5,801 |
| Martin Roper Director | May 14, 2026 | Award | +5,801 | – | – | 33,271 |
| Gerardo I. Lopez Director | May 14, 2026 | Award | +5,801 | – | – | 12,262 |
| Martin Roper Director | Apr 2, 2026 | Award | +2,112 | $18.34 | $38.73K | 27,470 |
| Julie Maria Francis President & CEO, Director | Mar 5, 2026 | Award | +30,569 | – | – | 109,830 |
| Kathleen Susan Molamphy Chief Legal and HR Officer | Mar 5, 2026 | Award | +4,519 | – | – | 17,441 |
| Kathleen Susan Molamphy Chief Legal and HR Officer | Mar 5, 2026 | Award | +11,297 | – | – | 28,738 |
| Brandon Gall CFO | Mar 5, 2026 | Award | +8,024 | – | – | 73,323 |
| Brandon Gall CFO | Mar 5, 2026 | Award | +13,955 | – | – | 87,278 |
| Kathleen Susan Molamphy Chief Legal and HR Officer | Feb 23, 2026 | Award | +5,609 | – | – | 12,922 |
| Julie Maria Francis President & CEO, Director | Feb 23, 2026 | Award | +58,674 | – | – | 79,261 |
| Brandon Gall CFO | Feb 23, 2026 | Award | +13,687 | – | – | 65,299 |
| Brandon Gall CFO | Feb 20, 2026 | Tax withholding | −598 | $25.93 | $15.51K | 51,612 |
| Erika Lapish CHRO | Feb 20, 2026 | Tax withholding | −241 | $25.93 | $6.25K | 9,121 |
| Amel Pasagic Chief Commercial Officer | Feb 20, 2026 | Tax withholding | −346 | $25.93 | $8.97K | 10,487 |
| Brandon Gall CFO | Feb 16, 2026 | Tax withholding | −2,438 | $25.74 | $62.75K | 52,210 |
| Amel Pasagic Chief Commercial Officer | Feb 16, 2026 | Tax withholding | −1,527 | $25.74 | $39.30K | 10,833 |
| Erika Lapish CHRO | Feb 16, 2026 | Tax withholding | −1,211 | $25.74 | $31.17K | 9,362 |
| Brandon Gall CFO | Feb 14, 2026 | Tax withholding | −1,558 | $25.74 | $40.10K | 54,648 |
| Amel Pasagic Chief Commercial Officer | Feb 14, 2026 | Tax withholding | −744 | $25.74 | $19.15K | 12,360 |
| Erika Lapish CHRO | Feb 14, 2026 | Tax withholding | −554 | $25.74 | $14.26K | 10,573 |
| Martin Roper Director | Jan 1, 2026 | Award | +1,594 | $24.30 | $38.73K | 25,358 |
| Karen Seaberg Director | Dec 10, 2025 | Sale | −29,735 | $25.60 | $761.22K | 84,544 |
| Karen Seaberg Director | Dec 10, 2025 | Sale | −2,622 | $24.88 | $65.24K | 114,279 |
| Karen Seaberg Director | Dec 10, 2025 | Sale | −31,056 | $25.87 | $803.42K | 53,488 |
| Karen Seaberg Director | Dec 10, 2025 | Sale | −18,203 | $26.31 | $478.92K | 35,285 |
| Karen Seaberg Director | Dec 9, 2025 | Sale | −2,451 | $24.22 | $59.36K | 37,417 |
| Karen Seaberg Director | Dec 9, 2025 | Sale | −11,976 | $24.22 | $290.06K | 72,538 |
| Karen Seaberg Director | Dec 9, 2025 | Sale | −166,668 | $24.24 | $4.04M | 116,901 |
| Karen Seaberg Director | Dec 8, 2025 | Sale | −12,133 | $24.15 | $293.01K | 39,868 |
| Karen Seaberg Director | Dec 8, 2025 | Sale | −29,691 | $24.16 | $717.33K | 84,514 |
| Caroline Lux Kaplan 10% owner | Nov 19, 2025 | Sale | −140 | $23.81 | $3.33K | 530,958 |
| Caroline Lux Kaplan 10% owner | Nov 19, 2025 | Sale | −29,860 | $23.28 | $695.14K | 531,098 |
| Caroline Lux Kaplan 10% owner | Nov 18, 2025 | Sale | −29,834 | $23.85 | $711.54K | 561,124 |
| Caroline Lux Kaplan 10% owner | Nov 18, 2025 | Sale | −166 | $24.49 | $4.07K | 560,958 |
| Martin Roper Director | Oct 2, 2025 | Award | +1,579 | $24.54 | $38.75K | 23,764 |
| Julie Maria Francis President & CEO | Aug 4, 2025 | Award | +20,587 | – | – | 20,587 |
| Martin Roper Director | Jul 3, 2025 | Award | +724 | $32.87 | $23.80K | 22,185 |
| Todd B. Siwak Director | May 21, 2025 | Award | +3,281 | – | – | 4,239 |
| Gerardo I. Lopez Director | May 21, 2025 | Award | +3,281 | – | – | 6,461 |
| Kevin Rauckman Director | May 21, 2025 | Award | +3,281 | – | – | 7,518 |
| Thomas A. Gerke Director | May 21, 2025 | Award | +3,281 | – | – | 11,317 |
| Martin Roper Director | May 21, 2025 | Award | +3,281 | – | – | 21,461 |
| Jennifer Elaine Lowry Director | May 21, 2025 | Award | +2,812 | – | – | 2,812 |
| Jennifer Elaine Lowry Director | May 21, 2025 | Award | +3,281 | – | – | 6,093 |
| Donn S. Lux Director, 10% owner | May 14, 2025 | Sale | −50,000 | $32.37 | $1.62M | 2,438,264 |
| Donn S. Lux Director, 10% owner | May 13, 2025 | Sale | −50,000 | $33.05 | $1.65M | 2,488,264 |
| Caroline Lux Kaplan 10% owner | May 12, 2025 | Sale | −32,500 | $33.41 | $1.09M | 590,958 |
| Caroline Lux Kaplan 10% owner | May 9, 2025 | Sale | −13,731 | $33.10 | $454.50K | 623,458 |
| Martin Roper Director | May 8, 2025 | Buy | +15,000 | $33.10 | $496.50K | 18,180 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Ann S. Lux 2005 Irrevocable Trust FBO Paul S. Lux dated September 16, 2005, Paul S. Lux, Sole Investment Trustee 10% Owner | Sep 15, 2026 | 60,731 | $896.39K | Sep 15, 2026 | Merger |
| Lux Children Irrevocable Trust dated May 24, 2012, Leslie Lux, Trustee 10% Owner | Sep 15, 2026 | 60,731 | $896.39K | Sep 15, 2026 | Merger |
| Ann S. Lux 2005 Irrevocable Trust FBO Paul S. Lux dated September 16, 2005, Paul S. Lux, Sole Investment Trustee 10% Owner | Aug 17, 2026 | 33,000 | $598.95K | Aug 17, 2026 | Merger |
| Ann S. Lux 2005 Irrevocable Trust FBO Caroline Lux Kaplan dated September 16, 2005 10% Owner | May 20, 2026 | 60,000 | $1.09M | May 20, 2026 | Merger |
| Karen Seaberg Director | Dec 10, 2025 | 31,596 | $770.63K | Dec 10, 2025 | Gift |
| Karen Seaberg Director, 10% Stockholder | Dec 8, 2025 | 46,154 | $1.20M | Dec 5, 2025 | Gift |
| Karen Seaberg Director, 10% Stockholder | Dec 8, 2025 | 16,154 | $420.00K | Dec 5, 2025 | Gift |
| Karen Seaberg Director, 10% Stockholder | Dec 8, 2025 | 313,462 | $8.15M | Dec 5, 2025 | Gift |
| Ann S. Lux 2005 Irrevocable Trust FBO Caroline Lux Kaplan dated September 16, 2005 Caroline L. Kaplan, Trustee 10% Owner | Nov 14, 2025 | 60,000 | $1.57M | Nov 14, 2025 | Merger |
| Luxco 2017 Irrevocable Trust dated June 19, 2017 10% Stockholder | May 12, 2025 | 100,000 | $3.29M | May 12, 2025 | Merger |
| Ann S. Lux 2005 Irrevocable Trust FBO Caroline Lux Kaplan dated September 16, 2005, Caroline L. Kaplan, Trustee 10% Owner | May 7, 2025 | 32,500 | $1.00M | May 7, 2025 | Merger |
| Caroline L. Kaplan Revocable Trust dated 12-16-2009, Caroline L. Kaplan, Trustee 10% Owner | May 7, 2025 | 13,731 | $423.88K | May 7, 2025 | Merger |
| Lori L.S. Mingus Director | Apr 28, 2025 | 448 | $12.86K | May 1, 2025 | Gift |
| Karen Seaberg Director | Apr 28, 2025 | 15,674 | $450.00K | May 1, 2025 | Funded Limited Partnership |
| Karen Seaberg Officer | Mar 31, 2025 | 65,950 | $1.95M | Apr 1, 2025 | Funded Limited Partnership |