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MidWestOne Financial Group (MOFG) Institutional Ownership

MidWestOne Financial Group logo
$49.31 0.00 (0.00%)
As of 05/28/2026

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

Current
Institutional Ownership
Percentage
65.42%
Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$121.27M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$123.98M
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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
2/19/2026 Invesco Ltd.31,075$1.20M0.0%+2.8%0.151%
2/18/2026 Mendon Capital Advisors Corp184,100$7.09M2.1%+22.7%0.892%
2/18/2026 Empowered Funds LLC16,178$623K0.0%-80.9%0.078%
2/18/2026 VARCOV Co.5,440$209K0.1%N/A0.026%
2/18/2026 Water Island Capital LLC21,980$846K0.1%N/A0.107%
2/18/2026 Wellington Management Group LLP354,908$13.66M0.0%-73.8%1.720%
2/18/2026 Tudor Investment Corp ET AL17,162$661K0.0%N/A0.083%
2/18/2026 Millennium Management LLC160,153$6.17M0.0%-18.9%0.776%
2/18/2026 Balyasny Asset Management L.P.97,481$3.75M0.0%N/A0.473%
2/18/2026 Bridgeway Capital Management LLC50,938$1.96M0.0%-62.0%0.247%
2/17/2026 AQR Arbitrage LLC206,184$7.94M0.2%N/A0.999%
2/17/2026 Polar Asset Management Partners Inc.169,424$6.52M0.1%N/A0.821%
2/17/2026 AQR Capital Management LLC44,326$1.71M0.0%-5.9%0.215%
2/17/2026 Sagefield Capital LP22,992$885K0.1%N/A0.111%
2/17/2026 PenderFund Capital Management Ltd.3,305$127K0.0%N/A0.016%
2/17/2026 Price T Rowe Associates Inc. MD9,678$373K0.0%+12.2%0.047%
2/17/2026 Adage Capital Partners GP L.L.C.27,110$1.04M0.0%-83.9%0.131%
2/17/2026 California State Teachers Retirement System1,011$39K0.0%-21.3%0.005%
2/17/2026 Russell Investments Group Ltd.1,370$53K0.0%-20.0%0.007%
2/17/2026 State of Wisconsin Investment Board22,690$874K0.0%N/A0.110%
2/17/2026 Graham Capital Management L.P.13,240$510K0.0%N/A0.064%
2/17/2026 Magnetar Financial LLC563,016$21.68M0.2%N/A2.729%
2/17/2026 Maltese Capital Management LLC340,000$13.09M2.3%-6.4%1.648%
2/16/2026 OMERS ADMINISTRATION Corp177,700$6.84M0.0%N/A0.861%
2/16/2026 Squarepoint Ops LLC99,653$3.84M0.0%+99.0%0.483%
2/16/2026Nicolet Advisory Services LLC15,496$618K0.0%N/A0.075%
2/16/2026 FJ Capital Management LLC797,816$30.72M3.4%+0.1%3.867%
2/16/2026 Barclays PLC55,102$2.12M0.0%+13.3%0.267%
2/16/2026 Aigen Investment Management LP5,612$216K0.1%N/A0.027%
2/13/2026 Stifel Financial Corp72,812$2.80M0.0%+17.9%0.353%
2/13/2026 Glazer Capital LLC249,888$9.62M0.3%N/A1.211%
2/13/2026 First Trust Capital Management L.P.25,886$997K0.1%N/A0.125%
2/13/2026 Rafferty Asset Management LLC16,380$631K0.0%-19.8%0.079%
2/13/2026 First Trust Advisors LP8,271$318K0.0%-28.7%0.040%
2/13/2026 Charles Schwab Investment Management Inc.161,420$6.22M0.0%-1.5%0.782%
2/13/2026 Police & Firemen s Retirement System of New Jersey4,370$168K0.0%-22.5%0.021%
2/13/2026 State Street Corp516,188$19.87M0.0%-0.2%2.502%
2/13/2026 Wells Fargo & Company MN19,402$747K0.0%-49.0%0.094%
2/13/2026 Quadrant Capital Group LLC710$27K0.0%+128.3%0.003%
2/12/2026 Jane Street Group LLC117,415$4.52M0.0%+224.2%0.569%
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2/12/2026 Brooklyn Investment Group18,728$730K0.0%N/A0.091%
2/12/2026 Renaissance Technologies LLC30,000$1.16M0.0%N/A0.145%
2/12/2026 Dimensional Fund Advisors LP612,588$23.59M0.0%-23.2%2.969%
2/12/2026 Pinnacle Holdings LLC76,223$2.94M1.0%-0.7%0.369%
2/12/2026 Nuveen LLC92,037$3.54M0.0%+222.9%0.446%
2/12/2026MIdWestOne Financial Group Inc.4,054,459$156.10M17.3%0.0%19.653%
2/11/2026 Empowered Funds LLC16,178$623K0.0%-80.9%0.078%
2/11/2026 Franklin Resources Inc.100,955$3.89M0.0%+10.2%0.489%
2/11/2026 JPMorgan Chase & Co.119,067$4.58M0.0%-16.0%0.577%
2/10/2026 Goldman Sachs Group Inc.544,846$20.98M0.0%-6.7%2.641%
2/10/2026 Eurizon Capital SGR S.p.A.5,001$193K0.0%N/A0.024%
2/10/2026 Intech Investment Management LLC6,009$231K0.0%-32.6%0.029%
2/9/2026 Geode Capital Management LLC454,812$17.52M0.0%-3.3%2.205%
2/9/2026 Fisher Asset Management LLC39,351$1.52M0.0%-6.1%0.191%
2/6/2026 EverSource Wealth Advisors LLC645$25K0.0%-24.8%0.003%
2/6/2026 Stieven Capital Advisors L.P.205,200$7.90M1.5%+31.9%0.995%
2/5/2026 GABELLI & Co INVESTMENT ADVISERS INC.23,794$916K0.1%N/A0.115%
2/5/2026 Hills Bank & Trust Co4,920$189K0.0%-16.9%0.024%
2/5/2026 New York Life Investment Management LLC24,156$930K0.0%N/A0.117%
2/4/2026 Versor Investments LP70,444$2.71M0.4%N/A0.341%
2/4/2026 ABC Arbitrage SA166,401$6.41M0.6%N/A0.807%
2/3/2026 Credit Industriel ET Commercial15,194$585K0.0%N/A0.074%
1/30/2026 Jennison Associates LLC517,960$19.94M0.0%-63.8%2.511%
1/28/2026 Universal Beteiligungs und Servicegesellschaft mbH8,845$341K0.0%-46.9%0.043%
1/23/2026 Sippican Capital Advisors25,684$989K0.6%-60.8%0.124%
1/20/2026 Signaturefd LLC2,124$82K0.0%+402.1%0.010%
1/9/2026 SG Americas Securities LLC8,074$311K0.0%+80.9%0.039%
1/1/2026 JPMorgan Chase & Co.141,671$4.01M0.0%+2.5%0.687%
11/17/2025 Verition Fund Management LLC16,673$472K0.0%N/A0.081%
11/17/2025 Susquehanna International Group LLP10,828$306K0.0%-66.1%0.052%
11/17/2025 Northwestern Mutual Wealth Management Co.2,695$76K0.0%-21.1%0.013%
11/17/2025 Numerai GP LLC38,031$1.08M0.2%+70.9%0.184%
11/17/2025 Maltese Capital Management LLC363,402$10.28M1.6%+5.6%1.761%
11/17/2025 Millennium Management LLC197,522$5.59M0.0%+187.6%0.957%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,627$216K0.0%-31.3%0.037%
11/17/2025 Bank of America Corp DE38,626$1.09M0.0%+21.8%0.187%
11/17/2025 Alliancebernstein L.P.251,618$7.12M0.0%-0.1%1.219%
11/14/2025 Creative Planning25,755$729K0.0%-3.3%0.125%
11/14/2025 FJ Capital Management LLC796,883$22.54M2.4%+4.0%3.862%
11/14/2025 Mendon Capital Advisors Corp150,000$4.24M1.6%-9.8%0.727%
11/14/2025 Two Sigma Investments LP155,508$4.40M0.0%+52.8%0.754%
11/14/2025 Bridgeway Capital Management LLC133,922$3.79M0.1%+7.7%0.649%
11/14/2025 Squarepoint Ops LLC50,074$1.42M0.0%N/A0.243%
11/14/2025 Wellington Management Group LLP1,354,527$38.32M0.0%+11.4%6.565%
11/14/2025 Stieven Capital Advisors L.P.155,600$4.40M0.8%+19.3%0.754%
11/13/2025 Sei Investments Co.15,304$433K0.0%-28.6%0.074%
11/13/2025 UBS Group AG101,624$2.88M0.0%+57.7%0.493%
11/13/2025 BNP Paribas Financial Markets3,298$93K0.0%+65.0%0.016%
11/13/2025 Franklin Resources Inc.91,602$2.59M0.0%-21.0%0.444%
11/13/2025 Legal & General Group Plc1,404$40K0.0%-23.7%0.007%
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11/13/2025 Russell Investments Group Ltd.1,713$48K0.0%+12,135.7%0.008%
11/13/2025 First Trust Advisors LP11,597$328K0.0%-84.6%0.056%
11/12/2025 Barclays PLC48,647$1.38M0.0%-22.0%0.236%
11/12/2025 Dimensional Fund Advisors LP797,702$22.57M0.0%-2.3%3.866%
11/12/2025 Rafferty Asset Management LLC20,424$578K0.0%+35.4%0.099%
11/12/2025 Quantbot Technologies LP6,448$182K0.0%-18.5%0.031%
11/12/2025 Intech Investment Management LLC8,912$252K0.0%-10.1%0.043%
11/10/2025 Ameritas Investment Partners Inc.1,371$39K0.0%-29.5%0.007%
11/7/2025 Heartland Advisors Inc.175,616$4.97M0.3%+24.9%0.848%
11/7/2025 GSA Capital Partners LLP15,423$436K0.0%-14.8%0.074%


MOFG Institutional Ownership - Frequently Asked Questions

During the previous two years, 139 institutional investors and hedge funds held shares of MidWestOne Financial Group. The most heavily invested institutionals were MIdWestOne Financial Group Inc. ($156.10M), FJ Capital Management LLC ($30.72M), Vanguard Group Inc. ($29.14M), Dimensional Fund Advisors LP ($23.59M), Magnetar Financial LLC ($21.68M), Goldman Sachs Group Inc. ($20.98M), and Jennison Associates LLC ($19.94M).Learn more on MidWestOne Financial Group's institutional investors.

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

Of the 123 institutional investors that purchased MidWestOne Financial Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jennison Associates LLC ($1.40M), Wellington Management Group LLP ($1.24M), Magnetar Financial LLC ($576.13K), Basswood Capital Management L.L.C. ($524.80K), Stieven Capital Advisors L.P. ($274.80K), Glazer Capital LLC ($249.89K), and Jacobs Asset Management LLC ($237.50K).

Institutional investors have bought a total of 3,452,739 shares in the last 24 months. This purchase volume represents approximately $121.27M in transactions.

Of the 49 institutional investors that sold MidWestOne Financial Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($999.62K), Jennison Associates LLC ($912.05K), Basswood Capital Management L.L.C. ($433.06K), Dimensional Fund Advisors LP ($203.98K), Adage Capital Partners GP L.L.C. ($141.53K), Empowered Funds LLC ($136.97K), and Bridgeway Capital Management LLC ($82.98K).

Institutional investors have sold a total of 3,403,654 shares in the last 24 months. This volume of shares sold represents approximately $123.98M in transactions.



This page (NASDAQ:MOFG) was last updated on 5/29/2026 by MarketBeat.com Staff.
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