Midwestone Financial Group IMOFG
13F holders, Q4 2024 (December 31)118holders −1
16new positions
20sold out
4famous investors
$29.12avg. 13F price*
At the end of Q4 2024, 118 institutions reported holding Midwestone Financial Group I (MOFG) in their 13F filings, down 1 from Q3 2024. 16 opened new positions and 20 sold out. The largest holders were MIdWestOne Financial Group, Inc. ($119.2M), BlackRock, Inc. ($46.2M) and Wellington Management Group LLP ($30.5M). 4 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $4.1M |
| Exits | 20 | $16.0M |
All 13F filers, Q3 2024 → Q4 2024: 1,924,583 shares bought and 1,455,050 shares sold, net +469,533 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 118 holders
| MIdWestOne Financial Group, Inc. | 16.74% | Reduce -1.7% | 4,093,192 | $119.2M |
| BlackRock, Inc. | 0.00% | Add +20.1% | 1,587,530 | $46.2M |
| Wellington Management Group LLP | 0.01% | Add +30.8% | 1,046,451 | $30.5M |
| Vanguard Group Inc. | 0.00% | Add +21.6% | 896,274 | $26.1M |
| Jennison Associates LLC | 0.01% | Add +6.2% | 825,632 | $24.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +9.6% | 799,195 | $23.3M |
| FJ Capital Management LLC | 2.06% | Add +0.9% | 608,497 | $17.7M |
| Basswood Capital Management, L.L.C. | 0.89% | Add +111.1% | 524,803 | $15.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +18.7% | 455,356 | $13.3M |
| Geode Capital Management, LLC | 0.00% | Add +29.1% | 433,179 | $12.6M |
| Maltese Capital Management LLC | 1.54% | Reduce -2.1% | 342,601 | $10.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.6% | 338,121 | $9.8M |
| State Street Corp. | 0.00% | Add +7.3% | 322,295 | $9.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.4% | 307,990 | $9.0M |
| Jacobs Asset Management, LLC | 4.42% | Add +18.1% | 237,500 | $6.9M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Add +5.5% | 237,370 | $6.9M |
| Cresset Asset Management, LLC | 0.03% | Reduce -70.5% | 179,927 | $5.2M |
| American Century Companies Inc. | 0.00% | Add +2.1% | 166,494 | $4.8M |
| Northern Trust Corp. | 0.00% | Add +29.0% | 165,274 | $4.8M |
| Mendon Capital Advisors Corp. | 2.53% | Reduce -6.0% | 154,284 | $4.5M |
| Curi Capital, LLC | 0.10% | No change | 154,284 | $4.5M |
| LSV Asset Management | 0.01% | Reduce -7.3% | 133,780 | $3.9M |
| Stieven Capital Advisors, L.P. | 0.67% | Reduce -35.0% | 130,000 | $3.8M |
| Bridgeway Capital Management, LLC | 0.07% | Add +2.8% | 112,397 | $3.3M |
| Morgan Stanley | 0.00% | Add +29.8% | 112,050 | $3.3M |
| Millennium Management | 0.00% | Add +256.6% | 110,977 | $3.2M |
| EJF Capital LP | 2.15% | Reduce -38.4% | 107,778 | $3.1M |
| Heartland Advisors Inc. | 0.16% | No change | 100,000 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -12.3% | 95,411 | $2.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +50.8% | 92,104 | $2.7M |
| Bank of New York Mellon Corp | 0.00% | Add +12.0% | 88,470 | $2.6M |
| Kennedy Capital Management LLC | 0.05% | Add +26.4% | 81,827 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Add +77.6% | 77,150 | $2.2M |
| Pinnacle Holdings, LLC | 0.97% | Reduce -1.4% | 76,988 | $2.2M |
| First Trust Advisors LP | 0.00% | Add +20.7% | 73,043 | $2.1M |
| Franklin Resources Inc. | 0.00% | Add +81.8% | 70,988 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +0.5% | 67,439 | $2.0M |
| Two Sigma Investments, LP | 0.00% | Add +57.7% | 66,002 | $1.9M |
| Sippican Capital Advisors | 1.40% | Reduce -0.8% | 65,788 | $1.9M |
| Empowered Funds, LLC | 0.03% | Add +5.0% | 63,137 | $1.8M |
| Assenagon Asset Management S.A. | 0.00% | New | 60,999 | $1.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +38.3% | 56,987 | $1.7M |
| Barclays PLC | 0.00% | Add +21.6% | 51,198 | $1.5M |
| Trexquant Investment LP | 0.02% | Add +406.2% | 48,373 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -12.2% | 45,256 | $1.3M |
| Adage Capital Partners Gp, L.L.C. | 0.00% | Reduce -73.9% | 39,085 | $1.1M |
| Nuveen Asset Management, LLC | 0.00% | Add +5.4% | 37,410 | $1.1M |
| Wells Fargo & Company | 0.00% | Add +13.6% | 35,276 | $1.0M |
| Raymond James Financial Inc. | 0.00% | — | 34,417 | $1.0M |
| Interval Partners, LP | 0.03% | Reduce -34.8% | 34,137 | $994K |
| Two Sigma Advisers, LP | 0.00% | Add +40.3% | 32,700 | $952K |
| Ameriprise Financial Inc. | 0.00% | No change | 29,700 | $865K |
| Choreo, LLC | 0.01% | Reduce -0.6% | 26,016 | $756K |
| Rhumbline Advisers | 0.00% | Add +16.4% | 25,675 | $748K |
| Emerald Mutual Fund Advisers Trust | 0.04% | No change | 25,000 | $728K |
| UBS Group AG | 0.00% | Add +187.2% | 24,916 | $726K |
| Bank of America Corp. | 0.00% | Add +63.9% | 24,818 | $723K |
| Invesco Ltd. | 0.00% | Add +12.9% | 24,256 | $706K |
| Creative Planning | 0.00% | New | 23,721 | $691K |
| Renaissance Technologies | 0.00% | Add +202.7% | 22,400 | $652K |
| Sei Investments Co. | 0.00% | Add +11.5% | 19,672 | $573K |
| Gsa Capital Partners LLP | 0.04% | Add +43.7% | 18,169 | $529K |
| Citigroup Inc. | 0.00% | Add +38.2% | 15,445 | $450K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -0.7% | 15,160 | $441K |
| Bailard, Inc. | 0.01% | Add +3.7% | 11,905 | $347K |
| AQR Capital Management | 0.00% | Add +32.3% | 11,755 | $342K |
| Numerai GP LLC | 0.09% | New | 11,405 | $332K |
| Deutsche Bank AG | 0.00% | Add +230.9% | 11,349 | $330K |
| Royal Bank of Canada | 0.00% | Reduce -4.7% | 11,275 | $328K |
| MetLife Investment Management, LLC | 0.00% | Add +32.9% | 11,091 | $323K |
| Susquehanna International Group, LLP | 0.00% | New | 10,945 | $319K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +32.3% | 10,541 | $307K |
| Corebridge Financial, Inc. | 0.00% | Add +18.8% | 9,244 | $269K |
| Apella Capital, LLC | 0.01% | New | 9,216 | $268K |
| Investment Advisory Services Inc. /TX | 0.09% | No change | 9,000 | $262K |
| XTX Topco Ltd | 0.02% | New | 8,376 | $244K |
| Quantbot Technologies LP | 0.01% | New | 8,149 | $237K |
| SG Americas Securities, LLC | 0.00% | Add +35.3% | 7,723 | $225K |
| Polymer Capital Management (US) LLC | 0.07% | — | 7,626 | $222K |
| T. Rowe Price Associates Inc. | 0.00% | New | 7,225 | $211K |
| Hills Bank & Trust Co | 0.01% | No change | 5,825 | $170K |
| New York State Common Retirement Fund | 0.00% | No change | 4,020 | $117K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 3,970 | $116K |
| BNP Paribas Financial Markets | 0.00% | Reduce -90.3% | 3,852 | $112K |
| Bokf, NA | 0.00% | No change | 3,054 | $84K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +38.5% | 1,945 | $57K |
| FMR LLC | 0.00% | Add +0.1% | 1,783 | $52K |
| Acadian Asset Management LLC | 0.00% | Reduce -94.7% | 1,648 | $47K |
| California State Teachers Retirement System | 0.00% | Add +32.5% | 1,398 | $41K |
| Legal & General Group Plc | 0.00% | No change | 1,364 | $40K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +21.8% | 1,130 | $33K |
| Cwm, LLC | 0.00% | Reduce -3.5% | 926 | $27K |
| NewEdge Advisors, LLC | 0.00% | Reduce -34.2% | 848 | $25K |
| Versant Capital Management, Inc | 0.00% | New | 659 | $19K |
| Sterling Capital Management LLC | 0.00% | Add +1173.9% | 586 | $17K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +44.5% | 536 | $16K |
| R Squared Ltd | 0.01% | — | 520 | $15K |
| Amalgamated Bank | 0.00% | No change | 490 | $14K |
| US Bancorp \de | 0.00% | Add +70.0% | 357 | $10K |
| PNC Financial Services Group, Inc. | 0.00% | Add +20.6% | 264 | $8K |
| Signaturefd, LLC | 0.00% | New | 201 | $6K |
| Federated Hermes, Inc. | 0.00% | New | 186 | $5K |
| GAMMA Investing LLC | 0.00% | Add +154.9% | 130 | $4K |
| Allworth Financial LP | 0.00% | Add +57.1% | 88 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Add +28.8% | 76 | $2K |
| Arax Advisory Partners | 0.00% | Add +157.1% | 36 | $1K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 26 | $757 |
| Rothschild Investment LLC | 0.00% | New | 25 | $728 |
| Raffa Wealth Management, LLC | 0.00% | No change | 24 | $699 |
| Quadrant Capital Group LLC | 0.00% | New | 22 | $641 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 18 | $524 |
| Huntington National Bank | 0.00% | Add +1600.0% | 17 | $495 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -99.6% | 14 | $408 |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 10 | $291 |
| Parallel Advisors, LLC | 0.00% | New | 10 | $291 |
| Lindbrook Capital, LLC | 0.00% | No change | 5 | $146 |
| Aquatic Capital Management LLC | 0.00% | Reduce -99.5% | 2 | $58 |
| Covestor Ltd | 0.00% | Reduce -55.6% | 4 | $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.