Midwestone Financial Group IMOFG
13F holders, Q2 2024 (June 30)87holders +7
12new positions
8sold out
3famous investors
$22.49avg. 13F price*
At the end of Q2 2024, 87 institutions reported holding Midwestone Financial Group I (MOFG) in their 13F filings, up 7 from Q1 2024. 12 opened new positions and 8 sold out. The largest holders were MIdWestOne Financial Group, Inc. ($94.4M), BlackRock Inc. ($29.4M) and Cresset Asset Management, LLC ($16.9M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.4M |
| Exits | 8 | $1.5M |
All 13F filers, Q1 2024 → Q2 2024: 448,794 shares bought and 395,680 shares sold, net +53,114 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 87 holders
| MIdWestOne Financial Group, Inc. | 17.02% | Add +1.0% | 4,197,286 | $94.4M |
| BlackRock Inc. | 0.00% | Add +3.3% | 1,306,919 | $29.4M |
| Cresset Asset Management, LLC | 0.07% | Reduce -15.7% | 749,641 | $16.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +3.8% | 707,071 | $15.9M |
| Vanguard Group Inc. | 0.00% | Reduce -6.3% | 591,707 | $13.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.3% | 353,779 | $8.0M |
| Geode Capital Management, LLC | 0.00% | Add +4.9% | 325,890 | $7.3M |
| State Street Corp. | 0.00% | Reduce -12.2% | 284,262 | $6.4M |
| Wellington Management Group LLP | 0.00% | Add +29.3% | 191,451 | $4.3M |
| LSV Asset Management | 0.01% | Reduce -2.5% | 151,082 | $3.4M |
| American Century Companies Inc. | 0.00% | Add +8.5% | 137,963 | $3.1M |
| FJ Capital Management LLC | 0.32% | No change | 136,086 | $3.1M |
| Northern Trust Corp. | 0.00% | Reduce -7.4% | 123,383 | $2.8M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | Add +1.1% | 119,250 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.8% | 111,499 | $2.5M |
| Bridgeway Capital Management, LLC | 0.06% | Reduce -5.4% | 106,426 | $2.4M |
| Bank of New York Mellon Corp | 0.00% | Add +10.5% | 89,619 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +12.4% | 82,363 | $1.9M |
| Pinnacle Holdings, LLC | 0.86% | Add +3.5% | 81,821 | $1.8M |
| Sippican Capital Advisors | 1.16% | Add +57.2% | 65,133 | $1.5M |
| Morgan Stanley | 0.00% | Reduce -9.3% | 62,071 | $1.4M |
| Prudential Financial Inc. | 0.00% | Reduce -5.8% | 57,245 | $1.3M |
| Empowered Funds, LLC | 0.02% | Add +7.4% | 57,166 | $1.3M |
| First Trust Advisors LP | 0.00% | Reduce -4.9% | 45,803 | $1.0M |
| Invesco Ltd. | 0.00% | Reduce -15.8% | 43,151 | $970K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +8.1% | 40,219 | $905K |
| Goldman Sachs Group Inc. | 0.00% | Add +9.2% | 40,034 | $900K |
| Nuveen Asset Management, LLC | 0.00% | Add +4.2% | 35,484 | $798K |
| Wells Fargo & Company | 0.00% | Add +4.6% | 30,758 | $692K |
| Millennium Management | 0.00% | New | 30,406 | $684K |
| Barclays PLC | 0.00% | Reduce -17.5% | 29,434 | $662K |
| Martingale Asset Management L P | 0.01% | No change | 29,334 | $660K |
| JPMorgan Chase & Co. | 0.00% | Reduce -45.0% | 28,079 | $631K |
| Two Sigma Investments, LP | 0.00% | Add +110.6% | 26,188 | $589K |
| Choreo, LLC | 0.01% | New | 26,301 | $584K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +43.3% | 25,661 | $577K |
| Fourthstone LLC | 0.18% | New | 25,100 | $564K |
| STRS Ohio | 0.00% | Add +11.5% | 24,200 | $544K |
| Bank of America Corp. | 0.00% | Add +142.7% | 23,068 | $519K |
| Rhumbline Advisers | 0.00% | Add +3.0% | 22,750 | $512K |
| Two Sigma Advisers, LP | 0.00% | Add +29.7% | 22,700 | $511K |
| Jane Street Group, LLC | 0.00% | New | 21,624 | $486K |
| Citadel Advisors | 0.00% | Add +65.1% | 20,333 | $457K |
| Bank of Montreal | 0.00% | New | 17,238 | $388K |
| Ameriprise Financial Inc. | 0.00% | No change | 16,100 | $362K |
| HSBC Holdings PLC | 0.00% | New | 14,836 | $329K |
| Alliancebernstein L.P. | 0.00% | Add +14.6% | 12,880 | $290K |
| HRT Financial LP | 0.00% | Reduce -7.1% | 12,405 | $278K |
| Royal Bank of Canada | 0.00% | Add +9.2% | 11,762 | $265K |
| Renaissance Technologies | 0.00% | New | 11,000 | $247K |
| Deutsche Bank AG | 0.00% | Reduce -3.3% | 9,254 | $208K |
| Trexquant Investment LP | 0.00% | Reduce -16.0% | 9,187 | $207K |
| Investment Advisory Services Inc. /TX | 0.07% | No change | 9,000 | $202K |
| MetLife Investment Management, LLC | 0.00% | Add +11.9% | 8,344 | $188K |
| Corebridge Financial, Inc. | 0.00% | — | 7,831 | $176K |
| New York State Common Retirement Fund | 0.00% | Add +0.0% | 7,220 | $162K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 6,508 | $146K |
| UBS Group AG | 0.00% | Reduce -61.3% | 6,256 | $141K |
| Hills Bank & Trust Co | 0.01% | No change | 5,825 | $131K |
| Russell Investments Group, Ltd. | 0.00% | Add +68.6% | 5,565 | $125K |
| Citigroup Inc. | 0.00% | Add +22.8% | 3,694 | $83K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +63.5% | 2,926 | $66K |
| BNP Paribas Financial Markets | 0.00% | Reduce -59.8% | 2,754 | $62K |
| Qube Research & Technologies Ltd | 0.00% | New | 2,211 | $50K |
| FMR LLC | 0.00% | Add +3.6% | 1,690 | $38K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,404 | $32K |
| Legal & General Group Plc | 0.00% | Reduce -87.1% | 1,158 | $26K |
| California State Teachers Retirement System | 0.00% | Reduce -92.9% | 1,055 | $24K |
| NewEdge Advisors, LLC | 0.00% | Add +142.3% | 848 | $19K |
| Innealta Capital, LLC | 0.01% | New | 841 | $19K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -54.6% | 808 | $18K |
| PNC Financial Services Group, Inc. | 0.00% | Add +34.3% | 713 | $16K |
| Amalgamated Bank | 0.00% | No change | 490 | $11K |
| Picton Mahoney Asset Management | 0.00% | New | 437 | $10K |
| Catalyst Funds Management Pty Ltd | 0.00% | Reduce -57.1% | 300 | $7K |
| Cwm, LLC | 0.00% | Add +4450.0% | 273 | $6K |
| US Bancorp \de | 0.00% | No change | 210 | $5K |
| Group One Trading LLC | 0.00% | New | 200 | $4K |
| WFA of San Diego, LLC | 0.00% | — | 175 | $4K |
| Quadrant Capital Group LLC | 0.00% | No change | 127 | $3K |
| Aquatic Capital Management LLC | 0.00% | No change | 100 | $2K |
| Covestor Ltd | 0.00% | Add +0.0% | 24 | $1K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -98.8% | 26 | $585 |
| Raffa Wealth Management, LLC | 0.00% | No change | 24 | $540 |
| Arax Advisory Partners | 0.00% | New | 14 | $315 |
| GAMMA Investing LLC | 0.00% | No change | 14 | $315 |
| Huntington National Bank | 0.00% | No change | 1 | $22 |
"% of holder's portfolio" is MOFG's weight in each manager's 13F, not the share of Midwestone Financial Group I the manager owns.