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MidWestOne Financial Group (MOFG) Institutional Ownership

MidWestOne Financial Group logo
$26.69 +0.07 (+0.26%)
As of 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)
70
Total
Institutional Inflows
(last 12 months)
$135.76M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$25.10M
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MOFG Institutional Buying and Selling by Quarter

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MidWestOne Financial Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/8/2025 Rhumbline Advisers25,059$742K0.0%-2.4%0.120%
4/7/2025 GAMMA Investing LLC21,823$646K0.0%+16,686.9%0.105%
3/24/2025Wellington Management Group LLP1,046,451$30.47M0.0%+30.8%5.037%
3/18/2025California State Teachers Retirement System1,398$41K0.0%+32.5%0.007%
2/18/2025MidWestOne Financial Group Inc.4,093,192$119.19M16.7%-1.7%19.707%
2/17/2025Two Sigma Advisers LP32,700$952K0.0%+40.3%0.157%
2/17/2025Two Sigma Investments LP66,002$1.92M0.0%+57.7%0.318%
2/17/2025Nuveen Asset Management LLC37,410$1.09M0.0%+5.4%0.180%
2/17/2025Numerai GP LLC11,405$332K0.1%N/A0.055%
2/17/2025Millennium Management LLC110,977$3.23M0.0%+256.6%0.534%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.10,541$307K0.0%+32.3%0.051%
2/17/2025Interval Partners LP34,137$994K0.0%-34.8%0.164%
2/17/2025Jacobs Asset Management LLC237,500$6.92M4.2%+18.1%1.143%
2/17/2025FJ Capital Management LLC608,497$17.72M2.1%+0.9%2.930%
2/17/2025Deutsche Bank AG11,349$330K0.0%+230.9%0.055%
2/17/2025Cresset Asset Management LLC179,927$5.24M0.0%-70.5%0.866%
2/17/2025Bridgeway Capital Management LLC112,397$3.27M0.1%+2.8%0.541%
2/17/2025Citadel Advisors LLC45,256$1.32M0.0%-12.2%0.218%
2/17/2025Bank of America Corp DE24,818$723K0.0%+63.8%0.119%
2/17/2025Basswood Capital Management L.L.C.524,803$15.28M0.9%+111.1%2.527%
2/17/2025BNP Paribas Financial Markets3,852$112K0.0%-90.4%0.019%
2/14/2025Northern Trust Corp165,274$4.81M0.0%+29.0%0.796%
2/14/2025The Manufacturers Life Insurance Company 338,121$9.85M0.0%-0.6%1.628%
2/14/2025Adage Capital Partners GP L.L.C.39,085$1.14M0.0%-73.9%0.188%
2/14/2025Price T Rowe Associates Inc. MD7,225$211K0.0%N/A0.035%
2/14/2025Mendon Capital Advisors Corp154,284$4.49M2.2%-6.0%0.743%
2/14/2025Stifel Financial Corp67,439$1.96M0.0%+0.5%0.325%
2/14/2025MetLife Investment Management LLC11,091$323K0.0%+32.9%0.053%
2/14/2025Dimensional Fund Advisors LP799,195$23.27M0.0%+9.6%3.848%
2/14/2025First Trust Advisors LP73,043$2.13M0.0%+20.7%0.352%
2/13/2025NewEdge Advisors LLC848$25K0.0%-34.2%0.004%
2/13/2025XTX Topco Ltd8,376$244K0.0%N/A0.040%
2/13/2025Barclays PLC51,198$1.49M0.0%+21.6%0.246%
2/13/2025Summit Investment Advisors Inc.1,945$57K0.1%+38.5%0.009%
2/13/2025Kennedy Capital Management LLC81,827$2.38M0.1%+26.4%0.394%
2/13/2025LSV Asset Management133,780$3.90M0.0%-7.3%0.644%
2/13/2025Pinnacle Holdings LLC76,988$2.24M0.8%-1.4%0.371%
2/13/2025Raymond James Financial Inc.34,417$1.00M0.0%N/A0.166%
2/13/2025Renaissance Technologies LLC22,400$652K0.0%+202.7%0.108%
2/13/2025Invesco Ltd.24,256$706K0.0%+12.9%0.117%
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2/13/2025Polymer Capital Management US LLC7,626$222K0.1%N/A0.037%
2/13/2025Wells Fargo & Company MN35,276$1.03M0.0%+13.6%0.170%
2/12/2025Trexquant Investment LP48,373$1.41M0.0%+406.2%0.233%
2/12/2025Geode Capital Management LLC433,179$12.62M0.0%+29.0%2.086%
2/12/2025Franklin Resources Inc.70,988$2.07M0.0%+81.8%0.342%
2/12/2025Alliancebernstein L.P.307,990$8.97M0.0%-1.4%1.483%
2/12/2025Wellington Management Group LLP1,046,451$30.47M0.0%+30.8%5.038%
2/12/2025Arrowstreet Capital Limited Partnership92,104$2.68M0.0%+50.8%0.443%
2/12/2025JPMorgan Chase & Co.77,150$2.25M0.0%+77.6%0.371%
2/11/2025Corebridge Financial Inc.9,244$269K0.0%+18.8%0.045%
2/11/2025Vanguard Group Inc.896,274$26.10M0.0%+21.5%4.315%
2/11/2025Sei Investments Co.19,672$573K0.0%+11.5%0.095%
2/11/2025American Century Companies Inc.166,494$4.85M0.0%+2.1%0.802%
2/11/2025Quantbot Technologies LP8,149$237K0.0%N/A0.039%
2/10/2025Thrivent Financial for Lutherans95,411$2.78M0.0%-12.3%0.459%
2/6/2025Raymond James Financial Inc.34,417$1.00M0.0%N/A0.166%
2/6/2025Proficio Capital Partners LLC17,792$518K0.0%N/A0.086%
2/6/2025Charles Schwab Investment Management Inc.56,987$1.66M0.0%+38.3%0.274%
2/5/2025Bailard Inc.11,905$347K0.0%+3.7%0.057%
2/5/2025Proficio Capital Partners LLC17,792$518K0.0%N/A0.086%
2/4/2025Bank of New York Mellon Corp88,470$2.58M0.0%+12.0%0.426%
1/30/2025Stieven Capital Advisors L.P.130,000$3.79M0.7%-35.0%0.626%
1/30/2025 Rhumbline Advisers25,675$748K0.0%+16.4%0.124%
1/28/2025Empowered Funds LLC63,137$1.84M0.0%+5.0%0.304%
1/24/2025Jennison Associates LLC825,632$24.04M0.0%+6.2%3.975%
1/23/2025Sippican Capital Advisors65,788$1.92M1.4%-0.8%0.317%
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%
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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%
(Data available from 1/1/2016 forward)

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MOFG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MOFG shares?

During the previous two years, 89 institutional investors and hedge funds held shares of MidWestOne Financial Group. The most heavily invested institutionals were MidWestOne Financial Group Inc. ($119.19M), Wellington Management Group LLP ($30.47M), Vanguard Group Inc. ($26.10M), Jennison Associates LLC ($24.04M), Dimensional Fund Advisors LP ($23.27M), FJ Capital Management LLC ($17.72M), and Basswood Capital Management L.L.C. ($15.28M).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 79 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: Wellington Management Group LLP ($1.10M), Jennison Associates LLC ($825.63K), Basswood Capital Management L.L.C. ($524.80K), Jacobs Asset Management LLC ($237.50K), Stieven Capital Advisors L.P. ($200K), Vanguard Group Inc. ($174.41K), and Curi RMB Capital LLC ($154.28K).

How much institutional buying is happening at MidWestOne Financial Group?

Institutional investors have bought a total of 5,075,980 shares in the last 24 months. This purchase volume represents approximately $142.86M in transactions.

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

Of the 28 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 ($487.81K), Adage Capital Partners GP L.L.C. ($110.92K), MidWestOne Financial Group Inc. ($104.09K), Stieven Capital Advisors L.P. ($70K), BNP Paribas Financial Markets ($42.97K), Martingale Asset Management L P ($23.39K), and LSV Asset Management ($18.94K).

How much institutional selling is happening at MidWestOne Financial Group?

Institutional investors have sold a total of 984,278 shares in the last 24 months. This volume of shares sold represents approximately $27.94M in transactions.



This page (NASDAQ:MOFG) was last updated on 4/16/2025 by MarketBeat.com Staff
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