Midwestone Financial Group IMOFG
13F holders, Q1 2024 (March 31)80holders
1famous investor
$23.44avg. 13F price*
At the end of Q1 2024, 80 institutions reported holding Midwestone Financial Group I (MOFG) in their 13F filings. The largest holders were MIdWestOne Financial Group, Inc. ($97.4M), BlackRock Inc. ($29.7M) and Cresset Asset Management, LLC ($20.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Midwestone Financial Group I
- CUSIP
- 598511103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $709K |
| Exits | 6 | $3.4M |
Ownership 80 holders
| MIdWestOne Financial Group, Inc. | 17.49% | Reduce -0.1% | 4,154,114 | $97.4M |
| BlackRock Inc. | 0.00% | Reduce -3.6% | 1,265,152 | $29.7M |
| Cresset Asset Management, LLC | 0.10% | Add +137.4% | 889,632 | $20.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +3.5% | 681,304 | $16.0M |
| Vanguard Group Inc. | 0.00% | Add +2.5% | 631,230 | $14.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.4% | 354,846 | $8.3M |
| State Street Corp. | 0.00% | Reduce -2.1% | 323,895 | $7.6M |
| Geode Capital Management, LLC | 0.00% | Add +1.6% | 310,744 | $7.3M |
| LSV Asset Management | 0.01% | No change | 154,922 | $3.6M |
| Wellington Management Group LLP | 0.00% | Add +418.1% | 148,110 | $3.5M |
| FJ Capital Management LLC | 0.32% | No change | 136,086 | $3.2M |
| Northern Trust Corp. | 0.00% | Reduce -1.0% | 133,253 | $3.1M |
| American Century Companies Inc. | 0.00% | Add +16.3% | 127,165 | $3.0M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Reduce -1.3% | 117,950 | $2.8M |
| Bridgeway Capital Management, LLC | 0.05% | Add +3.7% | 112,466 | $2.6M |
| Thrivent Financial for Lutherans | 0.01% | No change | 112,441 | $2.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.8% | 81,129 | $1.9M |
| Pinnacle Holdings, LLC | 0.77% | Add +9.1% | 79,015 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +25.3% | 73,301 | $1.7M |
| Morgan Stanley | 0.00% | Reduce -22.3% | 68,475 | $1.6M |
| Prudential Financial Inc. | 0.00% | Reduce -18.9% | 60,745 | $1.4M |
| Empowered Funds, LLC | 0.02% | Add +8.2% | 53,206 | $1.2M |
| Invesco Ltd. | 0.00% | Add +140.4% | 51,216 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +28.7% | 51,029 | $1.2M |
| First Trust Advisors LP | 0.00% | Add +1.7% | 48,165 | $1.1M |
| Sippican Capital Advisors | 0.76% | Add +88.9% | 41,430 | $971K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.4% | 37,200 | $872K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -8.3% | 36,659 | $859K |
| Barclays PLC | 0.00% | Reduce -36.7% | 35,673 | $836K |
| Nuveen Asset Management, LLC | 0.00% | No change | 34,046 | $798K |
| Swiss National Bank | 0.00% | No change | 29,400 | $689K |
| Wells Fargo & Company | 0.00% | Add +2.2% | 29,393 | $689K |
| Martingale Asset Management L P | 0.01% | Reduce -0.0% | 29,334 | $688K |
| Rhumbline Advisers | 0.00% | Add +2.3% | 22,097 | $518K |
| STRS Ohio | 0.00% | Reduce -6.1% | 21,700 | $508K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 17,902 | $420K |
| Two Sigma Advisers, LP | 0.00% | Reduce -1.7% | 17,500 | $410K |
| UBS Group AG | 0.00% | Reduce -9.9% | 16,146 | $378K |
| Ameriprise Financial Inc. | 0.00% | No change | 16,100 | $377K |
| California State Teachers Retirement System | 0.00% | Reduce -4.9% | 14,787 | $347K |
| Credit Suisse AG/ | 0.00% | No change | 14,222 | $333K |
| HRT Financial LP | 0.00% | Add +23.4% | 13,359 | $313K |
| Two Sigma Investments, LP | 0.00% | Reduce -9.0% | 12,433 | $291K |
| Citadel Advisors | 0.00% | New | 12,318 | $289K |
| Alliancebernstein L.P. | 0.00% | Reduce -0.3% | 11,243 | $264K |
| Trexquant Investment LP | 0.01% | Reduce -52.2% | 10,932 | $256K |
| Royal Bank of Canada | 0.00% | Reduce -24.8% | 10,775 | $252K |
| Bailard, Inc. | 0.01% | Reduce -24.1% | 9,757 | $229K |
| Deutsche Bank AG | 0.00% | Add +11.4% | 9,572 | $224K |
| Bank of America Corp. | 0.00% | Reduce -49.8% | 9,505 | $223K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 9,164 | $215K |
| Legal & General Group Plc | 0.00% | No change | 9,003 | $211K |
| Investment Advisory Services Inc. /TX | 0.08% | No change | 9,000 | $211K |
| MetLife Investment Management, LLC | 0.00% | No change | 7,454 | $175K |
| New York State Common Retirement Fund | 0.00% | Reduce -0.1% | 7,219 | $169K |
| American International Group, Inc. | 0.00% | Reduce -0.8% | 7,015 | $164K |
| BNP Paribas Financial Markets | 0.00% | Reduce -50.1% | 6,856 | $161K |
| Hills Bank & Trust Co | 0.01% | No change | 5,825 | $137K |
| SG Americas Securities, LLC | 0.00% | Reduce -33.9% | 5,326 | $125K |
| Russell Investments Group, Ltd. | 0.00% | No change | 3,300 | $77K |
| Citigroup Inc. | 0.00% | Add +32.2% | 3,008 | $71K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 2,226 | $52K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +207.6% | 1,790 | $42K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -2.7% | 1,779 | $41K |
| FMR LLC | 0.00% | Reduce -5.9% | 1,631 | $38K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 1,544 | $36K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,404 | $33K |
| Metropolitan Life Insurance Co | 0.00% | No change | 890 | $21K |
| Catalyst Funds Management Pty Ltd | 0.00% | — | 700 | $16K |
| PNC Financial Services Group, Inc. | 0.00% | Add +369.9% | 531 | $12K |
| Amalgamated Bank | 0.00% | Reduce -60.9% | 490 | $11K |
| NewEdge Advisors, LLC | 0.00% | No change | 350 | $8K |
| US Bancorp \de | 0.00% | No change | 210 | $5K |
| Quadrant Capital Group LLC | 0.00% | No change | 127 | $3K |
| Aquatic Capital Management LLC | 0.00% | No change | 100 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 24 | $563 |
| GAMMA Investing LLC | 0.00% | Add +40.0% | 14 | $328 |
| Huntington National Bank | 0.00% | No change | 1 | $23 |
| Avior Wealth Management, LLC | 0.00% | New | 1 | $23 |
| Cwm, LLC | 0.00% | New | 6 | $0 |
"% of holder's portfolio" is MOFG's weight in each manager's 13F, not the share of Midwestone Financial Group I the manager owns.