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MidWestOne Financial Group (MOFG) Institutional Ownership

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$28.29 -0.19 (-0.67%)
As of 12:46 PM Eastern
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Institutional Ownership Changes (13F Filings) for MidWestOne Financial Group (NASDAQ:MOFG)

Current
Institutional Ownership
Percentage
65.42%
Number of
Institutional Buyers
(last 12 months)
78
Total
Institutional Inflows
(last 12 months)
$162.23M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$30.82M
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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
5/16/2025 Empowered Funds LLC68,431$2.03M0.0%+8.4%0.329%
5/16/2025 Goldman Sachs Group Inc.531,724$15.74M0.0%+16.8%2.554%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.11,382$337K0.0%+8.0%0.055%
5/16/2025 Interval Partners LP16,319$483K0.0%-52.2%0.078%
5/16/2025 EJF Capital LLC115,207$3.41M2.2%+6.9%0.553%
5/16/2025 Bridgeway Capital Management LLC117,691$3.49M0.1%+4.7%0.565%
5/16/2025 AQR Capital Management LLC40,228$1.19M0.0%+242.2%0.193%
5/16/2025 Adage Capital Partners GP L.L.C.63,273$1.87M0.0%+61.9%0.304%
5/15/2025 FJ Capital Management LLC747,456$22.13M2.3%+22.8%3.591%
5/15/2025 Royal Bank of Canada8,686$257K0.0%-23.0%0.042%
5/15/2025 Trexquant Investment LP53,952$1.60M0.0%+11.5%0.259%
5/14/2025 Jacobs Asset Management LLC200,000$5.92M3.7%-15.8%0.961%
5/14/2025 Hotchkis & Wiley Capital Management LLC227,290$6.73M0.0%-4.2%1.092%
5/14/2025 AlphaQuest LLC3,490$103K0.0%N/A0.017%
5/14/2025 Wellington Management Group LLP1,040,107$30.80M0.0%-0.6%4.996%
5/13/2025 Pinnacle Holdings LLC76,635$2.27M0.9%-0.5%0.368%
5/13/2025 Cresset Asset Management LLC113,540$3.36M0.0%-36.9%0.545%
5/13/2025 American Century Companies Inc.109,676$3.25M0.0%-34.1%0.527%
5/12/2025 Nuveen LLC63,227$1.87M0.0%N/A0.304%
5/12/2025 Invesco Ltd.29,637$878K0.0%+22.2%0.142%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.14,577$432K0.0%-3.8%0.070%
5/9/2025 Deutsche Bank AG9,433$279K0.0%-16.9%0.045%
5/9/2025 Charles Schwab Investment Management Inc.56,195$1.66M0.0%-1.4%0.270%
5/9/2025 Vanguard Group Inc.927,614$27.47M0.0%+3.5%4.456%
5/7/2025 Heartland Advisors Inc.110,088$3.26M0.2%+10.1%0.529%
5/5/2025 Jennison Associates LLC1,335,597$39.55M0.0%+61.8%6.416%
5/1/2025 New York State Common Retirement Fund5,820$172K0.0%+44.8%0.028%
4/29/2025 Bank of New York Mellon Corp95,396$2.83M0.0%+7.8%0.458%
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%
3/24/2025 Wellington Management Group LLP1,046,451$30.47M0.0%+30.8%5.037%
3/18/2025 California State Teachers Retirement System1,398$41K0.0%+32.5%0.007%
2/18/2025 MidWestOne Financial Group Inc.4,093,192$119.19M16.7%-1.7%19.707%
2/17/2025 Two Sigma Advisers LP32,700$952K0.0%+40.3%0.157%
2/17/2025 Two 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%
2/17/2025 Numerai GP LLC11,405$332K0.1%N/A0.055%
2/17/2025 Millennium Management LLC110,977$3.23M0.0%+256.6%0.534%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.10,541$307K0.0%+32.3%0.051%
2/17/2025 Interval Partners LP34,137$994K0.0%-34.8%0.164%
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2/17/2025 Jacobs Asset Management LLC237,500$6.92M4.2%+18.1%1.143%
2/17/2025 FJ Capital Management LLC608,497$17.72M2.1%+0.9%2.930%
2/17/2025 Deutsche Bank AG11,349$330K0.0%+230.9%0.055%
2/17/2025 Cresset Asset Management LLC179,927$5.24M0.0%-70.5%0.866%
2/17/2025 Bridgeway Capital Management LLC112,397$3.27M0.1%+2.8%0.541%
2/17/2025 Citadel Advisors LLC45,256$1.32M0.0%-12.2%0.218%
2/17/2025 Bank of America Corp DE24,818$723K0.0%+63.8%0.119%
2/17/2025 Basswood Capital Management L.L.C.524,803$15.28M0.9%+111.1%2.527%
2/17/2025 BNP Paribas Financial Markets3,852$112K0.0%-90.4%0.019%
2/14/2025 Northern Trust Corp165,274$4.81M0.0%+29.0%0.796%
2/14/2025 The Manufacturers Life Insurance Company338,121$9.85M0.0%-0.6%1.628%
2/14/2025 Adage Capital Partners GP L.L.C.39,085$1.14M0.0%-73.9%0.188%
2/14/2025 Price T Rowe Associates Inc. MD7,225$211K0.0%N/A0.035%
2/14/2025 Mendon Capital Advisors Corp154,284$4.49M2.2%-6.0%0.743%
2/14/2025 Stifel Financial Corp67,439$1.96M0.0%+0.5%0.325%
2/14/2025 MetLife Investment Management LLC11,091$323K0.0%+32.9%0.053%
2/14/2025 Dimensional Fund Advisors LP799,195$23.27M0.0%+9.6%3.848%
2/14/2025 First Trust Advisors LP73,043$2.13M0.0%+20.7%0.352%
2/13/2025 NewEdge Advisors LLC848$25K0.0%-34.2%0.004%
2/13/2025 XTX Topco Ltd8,376$244K0.0%N/A0.040%
2/13/2025 Barclays PLC51,198$1.49M0.0%+21.6%0.246%
2/13/2025 Summit Investment Advisors Inc.1,945$57K0.1%+38.5%0.009%
2/13/2025 Kennedy Capital Management LLC81,827$2.38M0.1%+26.4%0.394%
2/13/2025 LSV Asset Management133,780$3.90M0.0%-7.3%0.644%
2/13/2025 Pinnacle Holdings LLC76,988$2.24M0.8%-1.4%0.371%
2/13/2025 Raymond James Financial Inc.34,417$1.00M0.0%N/A0.166%
2/13/2025 Renaissance Technologies LLC22,400$652K0.0%+202.7%0.108%
2/13/2025 Invesco Ltd.24,256$706K0.0%+12.9%0.117%
2/13/2025 Polymer Capital Management US LLC7,626$222K0.1%N/A0.037%
2/13/2025 Wells Fargo & Company MN35,276$1.03M0.0%+13.6%0.170%
2/12/2025 Trexquant Investment LP48,373$1.41M0.0%+406.2%0.233%
2/12/2025 Geode Capital Management LLC433,179$12.62M0.0%+29.0%2.086%
2/12/2025 Franklin Resources Inc.70,988$2.07M0.0%+81.8%0.342%
2/12/2025 Alliancebernstein L.P.307,990$8.97M0.0%-1.4%1.483%
2/12/2025 Wellington Management Group LLP1,046,451$30.47M0.0%+30.8%5.038%
2/12/2025 Arrowstreet Capital Limited Partnership92,104$2.68M0.0%+50.8%0.443%
2/12/2025 JPMorgan Chase & Co.77,150$2.25M0.0%+77.6%0.371%
2/11/2025 Corebridge Financial Inc.9,244$269K0.0%+18.8%0.045%
2/11/2025 Vanguard Group Inc.896,274$26.10M0.0%+21.5%4.315%
2/11/2025 Sei Investments Co.19,672$573K0.0%+11.5%0.095%
2/11/2025 American Century Companies Inc.166,494$4.85M0.0%+2.1%0.802%
2/11/2025 Quantbot Technologies LP8,149$237K0.0%N/A0.039%
2/10/2025 Thrivent Financial for Lutherans95,411$2.78M0.0%-12.3%0.459%
2/6/2025 Raymond James Financial Inc.34,417$1.00M0.0%N/A0.166%
2/6/2025 Proficio Capital Partners LLC17,792$518K0.0%N/A0.086%
2/6/2025 Charles Schwab Investment Management Inc.56,987$1.66M0.0%+38.3%0.274%
2/5/2025 Bailard Inc.11,905$347K0.0%+3.7%0.057%
2/5/2025 Proficio Capital Partners LLC17,792$518K0.0%N/A0.086%
2/4/2025 Bank of New York Mellon Corp88,470$2.58M0.0%+12.0%0.426%
1/30/2025 Stieven Capital Advisors L.P.130,000$3.79M0.7%-35.0%0.626%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
1/30/2025 Rhumbline Advisers25,675$748K0.0%+16.4%0.124%
1/28/2025 Empowered Funds LLC63,137$1.84M0.0%+5.0%0.304%
1/24/2025 Jennison Associates LLC825,632$24.04M0.0%+6.2%3.975%
1/23/2025 Sippican 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%
12/26/2024 JPMorgan Chase & Co.43,430$1.24M0.0%+54.7%0.209%
11/27/2024 Franklin Resources Inc.39,042$1.12M0.0%N/A0.188%
11/20/2024 Virtu Financial LLC9,145$261K0.0%N/A0.044%
(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, 95 institutional investors and hedge funds held shares of MidWestOne Financial Group. The most heavily invested institutionals were MidWestOne Financial Group Inc. ($119.19M), Jennison Associates LLC ($39.55M), Wellington Management Group LLP ($30.80M), Vanguard Group Inc. ($27.47M), Dimensional Fund Advisors LP ($23.27M), FJ Capital Management LLC ($22.13M), and Goldman Sachs Group Inc. ($15.74M).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 84 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 ($1.34M), Wellington Management Group LLP ($1.10M), Basswood Capital Management L.L.C. ($524.80K), Jacobs Asset Management LLC ($237.50K), Vanguard Group Inc. ($205.75K), Stieven Capital Advisors L.P. ($200K), and Curi RMB Capital LLC ($154.28K).

How much institutional buying is happening at MidWestOne Financial Group?

Institutional investors have bought a total of 5,960,425 shares in the last 24 months. This purchase volume represents approximately $169.25M in transactions.

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

Of the 34 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 ($496.60K), Adage Capital Partners GP L.L.C. ($110.92K), MidWestOne Financial Group Inc. ($104.09K), Stieven Capital Advisors L.P. ($70K), American Century Companies Inc. ($56.82K), BNP Paribas Financial Markets ($42.97K), and Jacobs Asset Management LLC ($37.50K).

How much institutional selling is happening at MidWestOne Financial Group?

Institutional investors have sold a total of 1,102,569 shares in the last 24 months. This volume of shares sold represents approximately $31.88M in transactions.



This page (NASDAQ:MOFG) was last updated on 5/23/2025 by MarketBeat.com Staff
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