Midwestone Financial Group IMOFG
13F holders, Q3 2024 (September 30)119holders +32
36new positions
6sold out
4famous investors
$28.53avg. 13F price*
At the end of Q3 2024, 119 institutions reported holding Midwestone Financial Group I (MOFG) in their 13F filings, up 32 from Q2 2024. 36 opened new positions and 6 sold out. The largest holders were MIdWestOne Financial Group, Inc. ($118.8M), BlackRock, Inc. ($37.7M) and Wellington Management Group LLP ($22.8M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Midwestone Financial Group I
- CUSIP
- 598511103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $88.7M |
| Exits | 6 | $699K |
All 13F filers, Q2 2024 → Q3 2024: 5,473,707 shares bought and 315,808 shares sold, net +5,157,899 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 119 holders
| MIdWestOne Financial Group, Inc. | 16.40% | Reduce -0.8% | 4,165,124 | $118.8M |
| BlackRock, Inc. | 0.00% | — | 1,321,825 | $37.7M |
| Wellington Management Group LLP | 0.00% | Add +318.0% | 800,334 | $22.8M |
| Jennison Associates LLC | 0.01% | New | 777,653 | $22.2M |
| Vanguard Group Inc. | 0.00% | Add +24.6% | 737,375 | $21.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +3.1% | 729,136 | $20.8M |
| Cresset Asset Management, LLC | 0.07% | Reduce -18.6% | 610,135 | $17.4M |
| FJ Capital Management LLC | 1.80% | Add +343.0% | 602,875 | $17.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +858.2% | 383,619 | $10.9M |
| Maltese Capital Management LLC | 1.63% | New | 350,000 | $10.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.8% | 340,312 | $9.7M |
| Geode Capital Management, LLC | 0.00% | Add +3.0% | 335,677 | $9.6M |
| Alliancebernstein L.P. | 0.00% | Add +2326.2% | 312,490 | $8.9M |
| State Street Corp. | 0.00% | Add +5.7% | 300,394 | $8.6M |
| Basswood Capital Management, L.L.C. | 0.37% | New | 248,639 | $7.1M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Add +88.7% | 224,970 | $6.4M |
| Jacobs Asset Management, LLC | 3.80% | New | 201,145 | $5.7M |
| Stieven Capital Advisors, L.P. | 1.08% | New | 200,000 | $5.7M |
| EJF Capital LP | 3.34% | New | 175,000 | $5.0M |
| Mendon Capital Advisors Corp. | 3.02% | New | 164,145 | $4.7M |
| American Century Companies Inc. | 0.00% | Add +18.2% | 163,093 | $4.7M |
| Curi Capital, LLC | 0.10% | New | 154,284 | $4.4M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 150,000 | $4.3M |
| LSV Asset Management | 0.01% | Reduce -4.5% | 144,282 | $4.1M |
| Northern Trust Corp. | 0.00% | Add +3.9% | 128,145 | $3.7M |
| Bridgeway Capital Management, LLC | 0.07% | Add +2.8% | 109,374 | $3.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.5% | 108,744 | $3.1M |
| Fourthstone LLC | 0.64% | Add +298.8% | 100,100 | $2.9M |
| Heartland Advisors Inc. | 0.15% | New | 100,000 | $2.9M |
| Alyeska Investment Group, L.P. | 0.01% | New | 100,000 | $2.9M |
| Morgan Stanley | 0.00% | Add +39.1% | 86,320 | $2.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.9% | 78,960 | $2.3M |
| Pinnacle Holdings, LLC | 0.99% | Reduce -4.5% | 78,108 | $2.2M |
| Stifel Financial Corp. | 0.00% | Reduce -18.5% | 67,094 | $1.9M |
| Sippican Capital Advisors | 1.32% | Add +1.9% | 66,338 | $1.9M |
| Kennedy Capital Management LLC | 0.04% | New | 64,741 | $1.8M |
| Verition Fund Management LLC | 0.01% | New | 62,423 | $1.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +138.1% | 61,088 | $1.7M |
| First Trust Advisors LP | 0.00% | Add +32.1% | 60,499 | $1.7M |
| Empowered Funds, LLC | 0.03% | Add +5.2% | 60,114 | $1.7M |
| Prudential Financial Inc. | 0.00% | Add +2.8% | 58,845 | $1.7M |
| Interval Partners, LP | 0.04% | New | 52,348 | $1.5M |
| Citadel Advisors | 0.00% | Add +153.5% | 51,548 | $1.5M |
| Banc Funds Co. LLC | 0.15% | New | 50,000 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Add +54.7% | 43,430 | $1.2M |
| Barclays PLC | 0.00% | Add +43.1% | 42,111 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Add +59.9% | 41,862 | $1.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.5% | 41,219 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Add +1350.1% | 39,936 | $1.1M |
| Franklin Resources Inc. | 0.00% | New | 39,042 | $1.1M |
| Nuveen Asset Management, LLC | 0.00% | No change | 35,484 | $1.0M |
| Martingale Asset Management L P | 0.02% | Add +13.1% | 33,186 | $947K |
| Acadian Asset Management LLC | 0.00% | New | 31,226 | $889K |
| Millennium Management | 0.00% | Add +2.3% | 31,117 | $888K |
| Wells Fargo & Company | 0.00% | Add +0.9% | 31,045 | $886K |
| Ameriprise Financial Inc. | 0.00% | Add +84.5% | 29,700 | $847K |
| Jane Street Group, LLC | 0.00% | Add +30.3% | 28,169 | $804K |
| Rhino Investment Partners, Inc | 0.16% | New | 25,000 | $713K |
| Emerald Mutual Fund Advisers Trust | 0.04% | New | 25,000 | $713K |
| Choreo, LLC | 0.01% | Reduce -0.5% | 26,180 | $713K |
| North Reef Capital Management LP | 0.03% | New | 24,746 | $706K |
| Two Sigma Advisers, LP | 0.00% | Add +2.6% | 23,300 | $665K |
| Rhumbline Advisers | 0.00% | Reduce -3.0% | 22,058 | $629K |
| Invesco Ltd. | 0.00% | Reduce -50.2% | 21,480 | $613K |
| STRS Ohio | 0.00% | Reduce -18.2% | 19,800 | $565K |
| Sei Investments Co. | 0.00% | New | 17,649 | $504K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 15,266 | $436K |
| Bank of America Corp. | 0.00% | Reduce -34.3% | 15,147 | $432K |
| Gsa Capital Partners LLP | 0.03% | New | 12,645 | $361K |
| Quadrature Capital Ltd | 0.01% | New | 12,411 | $353K |
| Royal Bank of Canada | 0.00% | Add +0.6% | 11,830 | $337K |
| Bailard, Inc. | 0.01% | New | 11,485 | $328K |
| Citigroup Inc. | 0.00% | Add +202.6% | 11,178 | $319K |
| ELCO Management Co., LLC | 0.15% | New | 9,861 | $281K |
| Trexquant Investment LP | 0.00% | Add +4.0% | 9,556 | $273K |
| Virtu Financial LLC | 0.01% | New | 9,145 | $261K |
| Investment Advisory Services Inc. /TX | 0.09% | No change | 9,000 | $257K |
| AQR Capital Management | 0.00% | New | 8,886 | $254K |
| UBS Group AG | 0.00% | Add +38.7% | 8,676 | $248K |
| MetLife Investment Management, LLC | 0.00% | No change | 8,344 | $238K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +22.4% | 7,966 | $227K |
| Corebridge Financial, Inc. | 0.00% | Reduce -0.6% | 7,782 | $222K |
| LPL Financial LLC | 0.00% | New | 7,628 | $218K |
| Qube Research & Technologies Ltd | 0.00% | Add +242.2% | 7,567 | $216K |
| Renaissance Technologies | 0.00% | Reduce -32.7% | 7,400 | $211K |
| HSBC Holdings PLC | 0.00% | Reduce -51.0% | 7,277 | $209K |
| Hills Bank & Trust Co | 0.01% | No change | 5,825 | $166K |
| SG Americas Securities, LLC | 0.00% | New | 5,709 | $163K |
| New York State Common Retirement Fund | 0.00% | Reduce -44.3% | 4,020 | $115K |
| Deutsche Bank AG | 0.00% | Reduce -62.9% | 3,430 | $98K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -40.7% | 3,300 | $94K |
| Aster Capital Management (DIFC) Ltd | 0.02% | — | 3,048 | $87K |
| Bokf, NA | 0.00% | New | 3,054 | $83K |
| FMR LLC | 0.00% | Add +5.4% | 1,782 | $51K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,404 | $40K |
| Legal & General Group Plc | 0.00% | Add +17.8% | 1,364 | $39K |
| NewEdge Advisors, LLC | 0.00% | Add +52.0% | 1,289 | $37K |
| California State Teachers Retirement System | 0.00% | No change | 1,055 | $30K |
| Cwm, LLC | 0.00% | Add +251.7% | 960 | $27K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +14.8% | 928 | $26K |
"% of holder's portfolio" is MOFG's weight in each manager's 13F, not the share of Midwestone Financial Group I the manager owns.