MidWestOne Financial Group, Inc. (MOFG) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

17,451,642Shares Outstanding

355,443Shares held by institutions

$13,698,773Value of institutional holdings

97.59%Institutional ownership %

2.80%Shares Changed QoQ

121No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of September 2025 show that 121 institutional investors hold a position in MidWestOne Financial Group, Inc. (NASDAQ:MOFG).

The collective stake of institutional investors in MidWestOne Financial Group moved to 97.6% in September 2025, a shift down from the 110.3% reported for June 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 2.80%, with a year-over-year an increase of 2.54% in the count of filers.
Among the 121 institutional holders of MidWestOne Financial Group, 55 added to their stakes while 45 trimmed their positions and 21 held steady.
This class of investors increased its holdings in MidWestOne Financial Group to 17.03Mn shares for the 13F-cycle ending September 2025, up by 463.10K shares quarter on quarter, and up 1.02Mn shares year over year.
The top institutional stake in MidWestOne Financial Group as of September 30, 2025 belongs to MidWestOne Financial Group, Inc., which owns 4.06Mn shares, or 23.24% of the company.
Among the most significant buyers of MidWestOne Financial Group during September 2025 were ADAGE CAPITAL PARTNERS GP, L.L.C. (168.64K), WELLINGTON MANAGEMENT GROUP LLP (139.03K), MILLENNIUM MANAGEMENT LLC (128.84K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (102.77K), Fourthstone LLC (88.64K).
Leading sellers of MidWestOne Financial Group stock in September 2025 included BlackRock, Inc. (236.77K), Nuveen, LLC (154.41K), FIRST TRUST ADVISORS LP (63.77K), Trexquant Investment LP (42.66K), GEODE CAPITAL MANAGEMENT, LLC (32.51K).
The top 10 institutional holders of MidWestOne Financial Group for the quarter ending September 2025 included MidWestOne Financial Group, Inc. (4.06Mn), JENNISON ASSOCIATES LLC (1.43Mn), WELLINGTON MANAGEMENT GROUP LLP (1.35Mn), BlackRock, Inc. (1.29Mn), VANGUARD GROUP INC (1.03Mn), DIMENSIONAL FUND ADVISORS LP (797.70K), FJ Capital Management LLC (796.88K), GOLDMAN SACHS GROUP INC (584.20K), STATE STREET CORP (516.98K), GEODE CAPITAL MANAGEMENT, LLC (470.39K).

121 Institutional Holders

355,443 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
MidWestOne Financial Group, Inc.	30 Sep, 2025	4,056,166	-1,034	-0.03%	$114,748,936.00
JENNISON ASSOCIATES LLC	30 Sep, 2025	1,430,011	34,388	2.46%	$40,455,008.00
WELLINGTON MANAGEMENT GROUP LLP	30 Sep, 2025	1,354,527	139,033	11.44%	$38,319,569.00
BlackRock, Inc.	30 Sep, 2025	1,287,453	-236,769	-15.53%	$36,422,047.00
VANGUARD GROUP INC	30 Sep, 2025	1,030,102	15,065	1.48%	$29,141,586.00
DIMENSIONAL FUND ADVISORS LP	30 Sep, 2025	797,702	-18,861	-2.31%	$22,567,165.00
FJ Capital Management LLC	30 Sep, 2025	796,883	30,681	4.00%	$22,543,820.00
GOLDMAN SACHS GROUP INC	30 Sep, 2025	584,201	25,584	4.58%	$16,527,047.00
STATE STREET CORP	30 Sep, 2025	516,978	33,952	7.03%	$14,625,308.00
GEODE CAPITAL MANAGEMENT, LLC	30 Sep, 2025	470,393	-32,505	-6.46%	$13,310,165.00
MALTESE CAPITAL MANAGEMENT LLC	30 Sep, 2025	363,402	19,301	5.61%	$10,280,643.00
ALLIANCEBERNSTEIN L.P.	30 Sep, 2025	251,618	-326	-0.13%	$7,118,273.00
MILLENNIUM MANAGEMENT LLC	30 Sep, 2025	197,522	128,845	187.61%	$5,587,897.00
HEARTLAND ADVISORS INC	30 Sep, 2025	175,616	35,000	24.89%	$4,968,177.00
ADAGE CAPITAL PARTNERS GP, L.L.C.	30 Sep, 2025	168,644	168,644	0.00%	$4,770,939.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	30 Sep, 2025	163,931	102,774	168.05%	$4,637,608.00
JACOBS ASSET MANAGEMENT, LLC	30 Sep, 2025	156,787	6,787	4.52%	$4,435,504.00
Stieven Capital Advisors, L.P.	30 Sep, 2025	155,600	25,200	19.33%	$4,401,924.00
TWO SIGMA INVESTMENTS, LP	30 Sep, 2025	155,508	53,708	52.76%	$4,399,321.00
MORGAN STANLEY	30 Sep, 2025	153,428	542	0.35%	$4,340,487.00

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MidWestOne Financial Group, Inc. (MOFG) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

121 Institutional Holders

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