MidWestOne Financial Group, Inc. - Common Stock (MOFG)

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
MOFG on Nasdaq
Shares outstanding
20,838,877
Price per share
$38.50
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
17,039,075
Holdings value
$482,029,658
% of all portfolios
0%
Share change
+16,697
Value change
+$258,496
Average buys %
+0%
Average sells %
-0%
Number of holders
120
Price from insider filings
$39.28
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of MidWestOne Financial Group, Inc. - Common Stock (MOFG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 6.6% $40,597,827 1,371,085 BlackRock, Inc. 31 Mar 2025
PRUDENTIAL FINANCIAL INC 6.5% $40,337,022 1,362,277 PRUDENTIAL FINANCIAL INC 31 Mar 2025
WELLINGTON MANAGEMENT GROUP LLP 6.5% +30% $38,319,569 +$8,715,470 1,354,527 +29% Wellington Management Group LLP 30 Sep 2025
JENNISON ASSOCIATES LLC 6.4% $39,547,027 1,335,597 Jennison Associates LLC 24 Apr 2025
As of 30 Sep 2025, MidWestOne Financial Group, Inc. - Common Stock (MOFG) has 120 institutional shareholders filing 13F forms. They hold 17,039,075 shares of 20,838,877 outstanding shares (82%) .

Top 25 institutional shareholders own 72% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
MidWestOne Financial Group, Inc. 19% 4,056,166 -0.03% 14% $114,748,936
JENNISON ASSOCIATES LLC 6.9% 1,430,011 +2.5% 0.02% $40,455,008
WELLINGTON MANAGEMENT GROUP LLP 6.5% 1,354,527 +11% 0.01% $38,319,569
BlackRock, Inc. 6.2% 1,287,453 -16% 0% $36,422,047
VANGUARD GROUP INC 4.9% 1,030,102 +1.5% 0% $29,141,586
DIMENSIONAL FUND ADVISORS LP 3.8% 797,702 -2.3% 0% $22,567,165
FJ Capital Management LLC 3.8% 796,883 +4% 2.4% $22,543,820
GOLDMAN SACHS GROUP INC 2.8% 584,201 +4.6% 0% $16,527,047
STATE STREET CORP 2.5% 516,978 +7% 0% $14,625,308
GEODE CAPITAL MANAGEMENT, LLC 2.3% 470,393 -6.5% 0% $13,310,165
MALTESE CAPITAL MANAGEMENT LLC 1.7% 363,402 +5.6% 1.6% $10,280,643
ALLIANCEBERNSTEIN L.P. 1.2% 251,618 -0.13% 0% $7,118,273
MILLENNIUM MANAGEMENT LLC 0.95% 197,522 +188% 0% $5,587,897
HEARTLAND ADVISORS INC 0.84% 175,616 +25% 0.26% $4,968,177
ADAGE CAPITAL PARTNERS GP, L.L.C. 0.81% 168,644 0.01% $4,770,939
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.79% 163,931 +168% 0% $4,637,608
JACOBS ASSET MANAGEMENT, LLC 0.75% 156,787 +4.5% 2.4% $4,435,504
Stieven Capital Advisors, L.P. 0.75% 155,600 +19% 0.83% $4,401,924
TWO SIGMA INVESTMENTS, LP 0.75% 155,508 +53% 0.01% $4,399,321
MORGAN STANLEY 0.74% 153,428 +0.35% 0% $4,340,487
Curi Capital, LLC 0.72% 150,800 -9.7% 0.08% $4,266,132
MENDON CAPITAL ADVISORS CORP 0.72% 150,000 -9.8% 1.9% $4,243,500
NORTHERN TRUST CORP 0.7% 145,203 -11% 0% $4,107,793
JPMORGAN CHASE & CO 0.68% 141,671 +2.5% 0% $4,007,872
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.64% 133,922 +7.7% 0.08% $3,788,653

Institutional Holders of MidWestOne Financial Group, Inc. - Common Stock (MOFG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 8,843 $340,607 +$139,207 $38.50 5
2025 Q3 17,039,075 $482,029,658 +$258,496 $28.29 120
2025 Q2 17,021,079 $489,699,853 +$11,140,474 $28.77 122
2025 Q1 16,635,222 $492,552,597 +$1,372,630 $29.61 113
2024 Q4 16,565,229 $482,378,095 +$15,073,063 $29.12 116
2024 Q3 16,049,334 $457,850,388 +$146,276,292 $28.53 117
2024 Q2 10,873,420 $244,529,854 +$1,214,938 $22.49 86
2024 Q1 10,827,558 $253,795,995 +$12,360,349 $23.44 79
2023 Q4 10,218,573 $274,981,215 +$4,172,724 $26.91 80
2023 Q3 10,052,487 $203,801,088 -$1,059,546 $20.33 79
2023 Q2 10,239,346 $218,887,423 -$1,057,755 $21.37 80
2023 Q1 10,083,907 $246,202,864 -$2,808,809 $24.42 83
2022 Q4 9,837,159 $312,326,128 +$2,056,470 $31.75 91
2022 Q3 10,276,935 $280,409,816 -$3,492,103 $27.29 80
2022 Q2 10,378,603 $308,433,574 +$17,939,042 $29.72 82
2022 Q1 10,223,756 $338,383,153 +$3,123,950 $33.10 85
2021 Q4 10,110,756 $327,227,213 -$2,080,365 $32.37 86
2021 Q3 10,244,320 $308,874,982 +$6,829,940 $30.16 82
2021 Q2 10,034,101 $288,681,348 -$3,271,667 $28.77 76
2021 Q1 10,162,586 $314,731,682 -$927,211 $30.97 84
2020 Q4 10,142,776 $248,502,285 +$25,055,039 $24.50 76
2020 Q3 8,386,475 $149,876,218 -$33,954,511 $17.87 80
2020 Q2 10,948,552 $218,922,840 +$25,595,455 $20.00 87
2020 Q1 9,711,315 $203,355,316 -$40,852,629 $20.94 87
2019 Q4 11,573,072 $419,295,490 +$98,623,907 $36.23 89
2019 Q3 8,884,965 $271,159,991 +$1,882,830 $30.52 87
2019 Q2 8,873,633 $248,113,206 +$2,920,269 $27.96 81
2019 Q1 5,513,573 $150,245,960 -$1,212,242 $27.25 83
2018 Q4 5,555,197 $137,930,410 -$1,807,799 $24.83 75
2018 Q3 5,610,263 $186,879,463 +$767,723 $33.31 79
2018 Q2 5,583,171 $188,605,331 -$491,435 $33.78 81
2018 Q1 5,588,392 $185,646,050 +$8,546,410 $33.29 79
2017 Q4 5,608,332 $179,966,864 -$10,497,217 $33.53 77
2017 Q3 5,671,573 $191,489,353 +$13,349 $33.76 81
2017 Q2 5,669,208 $192,124,753 +$9,098,502 $33.89 75
2017 Q1 5,471,936 $185,059,941 +$96,354,794 $34.29 79
2016 Q4 2,972,341 $111,757,848 +$13,694,395 $37.60 63
2016 Q3 2,501,066 $75,954,094 +$4,467,713 $30.37 52
2016 Q2 2,357,489 $67,328,989 +$2,467,855 $28.56 52
2016 Q1 2,278,359 $62,542,766 -$16,630 $27.45 50
2015 Q4 2,260,331 $68,736,828 -$1,244,767 $30.41 46
2015 Q3 2,328,580 $68,133,227 +$4,230,880 $29.26 48
2015 Q2 2,093,554 $68,761,827 +$9,765,150 $32.92 55
2015 Q1 1,868,751 $53,857,968 +$630,494 $28.83 51
2014 Q4 1,847,414 $53,205,942 +$405,420 $28.81 47
2014 Q3 1,835,733 $42,242,599 -$859,825 $23.01 48
2014 Q2 1,874,149 $44,958,051 -$4,677,245 $23.99 49
2014 Q1 2,066,105 $52,145,617 +$870,528 $25.24 49