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MidWestOne Financial Group (MOFG) Institutional Ownership

MidWestOne Financial Group logo
$30.23 +0.58 (+1.96%)
As of 01/17/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for MidWestOne Financial Group (NASDAQ:MOFG)

Current
Institutional Ownership
Percentage
65.42%
Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$85.25M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.60M
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MOFG Institutional Buying and Selling by Quarter

MidWestOne Financial Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 SG Americas Securities LLC7,723$225K0.0%+35.3%0.037%
1/14/2025 Apella Capital LLC9,216$268K0.0%N/A0.044%
1/14/2025 Assenagon Asset Management S.A.60,999$1.78M0.0%N/A0.294%
12/26/2024JPMorgan Chase & Co.43,430$1.24M0.0%+54.7%0.209%
11/27/2024Franklin Resources Inc.39,042$1.12M0.0%N/A0.188%
11/20/2024Virtu Financial LLC9,145$261K0.0%N/A0.044%
11/19/2024Barclays PLC42,111$1.20M0.0%+43.1%0.203%
11/16/2024Geode Capital Management LLC335,677$9.58M0.0%+3.0%2.128%
11/15/2024MidWestOne Financial Group Inc.4,165,124$118.83M16.4%-0.8%26.412%
11/15/2024Barclays PLC42,111$1.20M0.0%+43.1%0.267%
11/15/2024Jane Street Group LLC28,169$804K0.0%+30.3%0.179%
11/15/2024Wellington Management Group LLP800,334$22.83M0.0%+318.0%5.075%
11/15/2024State Street Corp300,394$8.57M0.0%+5.7%1.905%
11/15/2024Stifel Financial Corp67,094$1.91M0.0%-18.5%0.425%
11/15/2024Quadrature Capital Ltd12,411$353K0.0%N/A0.079%
11/15/2024Jacobs Asset Management LLC201,145$5.74M3.8%N/A1.275%
11/15/2024Hotchkis & Wiley Capital Management LLC224,970$6.42M0.0%+88.7%1.427%
11/15/2024Banc Funds Co. LLC50,000$1.43M0.2%N/A0.317%
11/15/2024Basswood Capital Management L.L.C.248,639$7.09M0.4%N/A1.577%
11/14/2024Verition Fund Management LLC62,423$1.78M0.0%N/A0.396%
11/14/2024Martingale Asset Management L P33,186$947K0.0%+13.1%0.210%
11/14/2024Fourthstone LLC100,100$2.86M0.6%+298.8%0.635%
11/13/2024BNP Paribas Financial Markets39,936$1.14M0.0%+1,350.1%0.253%
11/13/2024The Manufacturers Life Insurance Company340,312$9.71M0.0%-3.8%2.158%
11/12/2024Charles Schwab Investment Management Inc.41,219$1.18M0.0%+2.5%0.261%
11/8/2024Connor Clark & Lunn Investment Management Ltd.15,266$436K0.0%N/A0.097%
11/8/2024Jennison Associates LLC777,653$22.19M0.0%N/A4.930%
11/7/2024Stieven Capital Advisors L.P.200,000$5.71M1.1%N/A1.268%
11/7/2024Thrivent Financial for Lutherans108,744$3.10M0.0%-2.5%0.690%
11/6/2024Empowered Funds LLC60,114$1.72M0.0%+5.2%0.381%
11/6/2024Curi RMB Capital LLC154,284$4.40M0.1%N/A0.978%
11/5/2024GSA Capital Partners LLP12,645$361K0.0%N/A0.080%
10/29/2024Emerald Mutual Fund Advisers Trust25,000$713K0.0%N/A0.159%
10/28/2024Sippican Capital Advisors66,338$1.89M1.3%+1.9%0.421%
10/3/2024 SG Americas Securities LLC5,709$163K0.0%N/A0.036%
8/16/2024MidWestOne Financial Group Inc.4,197,286$94.40M17.0%+1.0%26.641%
8/15/2024The Manufacturers Life Insurance Company353,779$7.96M0.0%-0.3%2.246%
8/14/2024Bank of Montreal Can17,238$388K0.0%N/A0.109%
8/13/2024Thrivent Financial for Lutherans111,499$2.51M0.0%-0.8%0.708%
8/12/2024Hsbc Holdings PLC14,836$329K0.0%N/A0.094%
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8/9/2024Renaissance Technologies LLC11,000$247K0.0%N/A0.070%
8/9/2024Dimensional Fund Advisors LP707,071$15.90M0.0%+3.8%4.488%
8/8/2024American Century Companies Inc.137,963$3.10M0.0%+8.5%0.876%
8/7/2024Choreo LLC26,301$584K0.0%N/A0.167%
8/6/2024LSV Asset Management151,082$3.40M0.0%-2.5%0.959%
8/1/2024Rhumbline Advisers22,750$512K0.0%+3.0%0.144%
7/26/2024Bank of New York Mellon Corp89,619$2.02M0.0%+10.5%0.569%
5/16/2024California State Teachers Retirement System14,787$347K0.0%-4.9%0.094%
5/10/2024Vanguard Group Inc.631,230$14.80M0.0%+2.5%4.008%
5/7/2024 SG Americas Securities LLC5,326$125K0.0%-33.8%0.034%
5/7/2024Empowered Funds LLC53,206$1.25M0.0%+8.2%0.338%
5/2/2024Sippican Capital Advisors41,430$971K0.8%+88.9%0.263%
5/1/2024BNP Paribas Financial Markets6,856$161K0.0%-50.1%0.044%
2/9/2024Trexquant Investment LP22,876$616K0.0%-26.3%0.146%
2/7/2024BNP Paribas Financial Markets13,738$370K0.0%+24.8%0.088%
2/6/2024LSV Asset Management154,922$4.17M0.0%-2.3%0.987%
2/6/2024Swiss National Bank29,400$791K0.0%-10.4%0.187%
2/2/2024Bailard Inc.12,857$346K0.0%N/A0.082%
1/30/2024Sippican Capital Advisors21,935$590K0.5%N/A0.140%
1/12/2024 SG Americas Securities LLC8,051$217K0.0%+27.3%0.051%
1/11/2024Investment Advisory Services Inc. TX ADV9,000$242K0.1%N/A0.057%
11/14/2023Trexquant Investment LP31,048$631K0.0%+47.0%0.198%
11/13/2023Hsbc Holdings PLC10,881$223K0.0%-17.3%0.069%
11/8/2023Swiss National Bank32,800$667K0.0%+2.5%0.209%
11/8/2023New York Life Investment Management LLC14,580$296K0.0%-13.6%0.093%
11/7/2023Barclays PLC45,009$915K0.0%-6.6%0.287%
11/4/2023LSV Asset Management158,622$3.23M0.0%+10.3%1.011%
10/26/2023Strs Ohio23,100$469K0.0%+10.0%0.147%
10/24/2023Bank of New York Mellon Corp94,360$1.92M0.0%+0.6%0.601%
10/13/2023 SG Americas Securities LLC6,324$129K0.0%N/A0.040%
9/21/2023Barclays PLC48,192$1.03M0.0%-3.2%0.307%
8/11/2023Hotchkis & Wiley Capital Management LLC123,560$2.64M0.0%+14.4%0.788%
8/11/2023The Manufacturers Life Insurance Company416,916$8.91M0.0%+0.4%2.657%
8/11/2023Trexquant Investment LP21,119$451K0.0%N/A0.135%
8/7/2023New York Life Investment Management LLC16,877$361K0.0%-13.8%0.108%
8/3/2023Barclays PLC48,192$1.03M0.0%-3.2%0.307%
8/3/2023Bank of New York Mellon Corp93,769$2.00M0.0%-1.3%0.598%
8/2/2023Fourthstone LLC51,889$1.11M0.3%N/A0.331%
8/2/2023Bank of Montreal Can38,549$867K0.0%N/A0.246%
8/2/2023LSV Asset Management143,822$3.07M0.0%+1.7%0.917%
7/31/2023Strs Ohio21,000$448K0.0%+8.2%0.134%
7/27/2023EA Series Trust41,141$879K0.0%N/A0.262%
7/25/2023 Assenagon Asset Management S.A.28,769$615K0.0%+175.2%0.183%
7/21/2023Hills Bank & Trust Co6,125$131K0.0%-42.9%0.039%
5/12/2023Cresset Asset Management LLC374,633$9.15M0.2%-13.3%2.389%
5/12/2023Pinnacle Holdings LLC74,509$1.82M0.8%+3.5%0.475%
5/12/2023Martingale Asset Management L P9,303$227K0.0%-71.5%0.059%
5/8/2023New York Life Investment Management LLC19,578$478K0.0%N/A0.125%
5/4/2023Barclays PLC49,807$1.22M0.0%+8.9%0.318%
5/2/2023LSV Asset Management141,422$3.45M0.0%-0.6%0.902%
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5/2/2023 Nisa Investment Advisors LLC2,170$53K0.0%-31.5%0.014%
4/27/2023Strs Ohio19,400$473K0.0%+9.0%0.124%
4/21/2023 Redmont Wealth Advisors LLC20,865$510K1.0%+10.6%0.133%
4/18/2023 Assenagon Asset Management S.A.10,454$255K0.0%N/A0.067%
3/23/2023MetLife Investment Management LLC7,454$237K0.0%-21.5%0.048%
2/13/2023BHZ Capital Management LP78,245$2.48M1.1%-2.6%0.501%
2/13/2023The Manufacturers Life Insurance Company424,684$13.48M0.0%-3.7%2.719%
2/13/2023Martingale Asset Management L P32,692$1.04M0.0%-2.1%0.209%
2/13/2023Cornercap Investment Counsel Inc.28,634$909K0.2%-16.1%0.183%
2/10/2023O Shaughnessy Asset Management LLC8,795$279K0.0%-10.7%0.056%
(Data available from 1/1/2016 forward)

MOFG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MOFG shares?

During the previous two years, 64 institutional investors and hedge funds held shares of MidWestOne Financial Group. The most heavily invested institutionals were MidWestOne Financial Group Inc. ($118.83M), Wellington Management Group LLP ($22.83M), Jennison Associates LLC ($22.19M), Dimensional Fund Advisors LP ($15.90M), Vanguard Group Inc. ($14.80M), The Manufacturers Life Insurance Company ($9.71M), and Geode Capital Management LLC ($9.58M).Learn more on MOFG's institutional investors.

What percentage of MidWestOne Financial Group stock is owned by institutional investors?

65.42% of MidWestOne Financial Group stock is owned by institutional investors. Learn more on MOFG's institutional investor holdings.

Which institutional investors have been buying MidWestOne Financial Group stock?

Of the 53 institutional investors that purchased MidWestOne Financial Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jennison Associates LLC ($777.65K), Wellington Management Group LLP ($608.88K), Basswood Capital Management L.L.C. ($248.64K), Jacobs Asset Management LLC ($201.15K), Stieven Capital Advisors L.P. ($200K), Curi RMB Capital LLC ($154.28K), and Fourthstone LLC ($126.89K).

How much institutional buying is happening at MidWestOne Financial Group?

Institutional investors have bought a total of 3,463,841 shares in the last 24 months. This purchase volume represents approximately $96.31M in transactions.

Which MidWestOne Financial Group major shareholders have been selling company stock?

Of the 24 institutional investors that sold MidWestOne Financial Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cresset Asset Management LLC ($57.60K), Thrivent Financial for Lutherans ($37.24K), MidWestOne Financial Group Inc. ($32.16K), The Manufacturers Life Insurance Company ($30.75K), Martingale Asset Management L P ($24.10K), Stifel Financial Corp ($15.27K), and LSV Asset Management ($8.44K).

How much institutional selling is happening at MidWestOne Financial Group?

Institutional investors have sold a total of 264,010 shares in the last 24 months. This volume of shares sold represents approximately $7.15M in transactions.



This page (NASDAQ:MOFG) was last updated on 1/20/2025 by MarketBeat.com Staff
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