Midwestone Financial Group IMOFG
13F holders, Q1 2025 (March 31)116holders −2
12new positions
14sold out
4famous investors
$29.61avg. 13F price*
At the end of Q1 2025, 116 institutions reported holding Midwestone Financial Group I (MOFG) in their 13F filings, down 2 from Q4 2024. 12 opened new positions and 14 sold out. The largest holders were MIdWestOne Financial Group, Inc. ($120.2M), BlackRock, Inc. ($46.4M) and Jennison Associates LLC ($39.5M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Midwestone Financial Group I
- CUSIP
- 598511103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $2.3M |
| Exits | 14 | $18.3M |
All 13F filers, Q4 2024 → Q1 2025: 1,138,164 shares bought and 1,094,256 shares sold, net +43,908 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| MIdWestOne Financial Group, Inc. | 17.07% | Reduce -0.8% | 4,059,787 | $120.2M |
| BlackRock, Inc. | 0.00% | Reduce -1.3% | 1,566,898 | $46.4M |
| Jennison Associates LLC | 0.03% | Add +61.8% | 1,335,597 | $39.5M |
| Wellington Management Group LLP | 0.01% | Reduce -0.6% | 1,040,107 | $30.8M |
| Vanguard Group Inc. | 0.00% | Add +3.5% | 927,614 | $27.5M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.6% | 811,627 | $24.0M |
| FJ Capital Management LLC | 2.29% | Add +22.8% | 747,456 | $22.1M |
| Basswood Capital Management, L.L.C. | 0.90% | Add +2.8% | 539,722 | $16.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +16.8% | 531,724 | $15.7M |
| Geode Capital Management, LLC | 0.00% | Add +2.5% | 444,189 | $13.2M |
| Maltese Capital Management LLC | 1.68% | Add +0.4% | 344,101 | $10.2M |
| State Street Corp. | 0.00% | Add +6.7% | 343,748 | $10.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.8% | 296,150 | $8.8M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Reduce -4.3% | 227,290 | $6.7M |
| Jacobs Asset Management, LLC | 3.75% | Reduce -15.8% | 200,000 | $5.9M |
| Northern Trust Corp. | 0.00% | Reduce -3.8% | 158,996 | $4.7M |
| Mendon Capital Advisors Corp. | 2.12% | No change | 154,284 | $4.6M |
| Curi Capital, LLC | 0.11% | No change | 154,284 | $4.6M |
| Stieven Capital Advisors, L.P. | 0.75% | Add +0.2% | 130,300 | $3.9M |
| Bridgeway Capital Management, LLC | 0.09% | Add +4.7% | 117,691 | $3.5M |
| EJF Capital LP | 2.16% | Add +6.9% | 115,207 | $3.4M |
| Cresset Asset Management, LLC | 0.02% | Reduce -36.9% | 113,540 | $3.4M |
| Heartland Advisors Inc. | 0.19% | Add +10.1% | 110,088 | $3.3M |
| American Century Companies Inc. | 0.00% | Reduce -34.1% | 109,676 | $3.2M |
| Franklin Resources Inc. | 0.00% | Add +54.1% | 109,403 | $3.2M |
| Bank of New York Mellon Corp | 0.00% | Add +7.8% | 95,396 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.3% | 93,206 | $2.8M |
| Millennium Management | 0.00% | Reduce -20.2% | 88,608 | $2.6M |
| Morgan Stanley | 0.00% | Reduce -23.4% | 85,882 | $2.5M |
| Pinnacle Holdings, LLC | 1.00% | Reduce -0.5% | 76,635 | $2.3M |
| First Trust Advisors LP | 0.00% | Reduce -1.2% | 72,137 | $2.1M |
| Empowered Funds, LLC | 0.03% | Add +8.4% | 68,431 | $2.0M |
| Sippican Capital Advisors | 1.47% | No change | 65,788 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -3.8% | 64,868 | $1.9M |
| Two Sigma Investments, LP | 0.00% | Reduce -2.4% | 64,394 | $1.9M |
| Adage Capital Partners Gp, L.L.C. | 0.00% | Add +61.9% | 63,273 | $1.9M |
| Nuveen, LLC | 0.00% | — | 63,227 | $1.9M |
| UBS Group AG | 0.00% | Add +147.0% | 61,546 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.6% | 61,246 | $1.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.4% | 56,195 | $1.7M |
| Trexquant Investment LP | 0.02% | Add +11.5% | 53,952 | $1.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -46.8% | 48,996 | $1.5M |
| Barclays PLC | 0.00% | Reduce -18.4% | 41,784 | $1.2M |
| AQR Capital Management | 0.00% | Add +242.2% | 40,228 | $1.2M |
| Kennedy Capital Management LLC | 0.03% | Reduce -54.9% | 36,907 | $1.1M |
| Wells Fargo & Company | 0.00% | Add +1.7% | 35,888 | $1.1M |
| Numerai GP LLC | 0.19% | Add +202.5% | 34,496 | $1.0M |
| Two Sigma Advisers, LP | 0.00% | Add +5.2% | 34,400 | $1.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.6% | 34,201 | $1.0M |
| Fisher Asset Management | 0.00% | New | 31,077 | $920K |
| Ameriprise Financial Inc. | 0.00% | No change | 29,700 | $879K |
| Invesco Ltd. | 0.00% | Add +22.2% | 29,637 | $878K |
| Creative Planning | 0.00% | Add +20.9% | 28,673 | $849K |
| Susquehanna International Group, LLP | 0.00% | Add +142.9% | 26,582 | $787K |
| Choreo, LLC | 0.01% | Add +0.6% | 26,158 | $775K |
| Rhumbline Advisers | 0.00% | Reduce -2.4% | 25,059 | $742K |
| Emerald Mutual Fund Advisers Trust | 0.05% | No change | 25,000 | $740K |
| Sei Investments Co. | 0.00% | Add +18.9% | 23,383 | $692K |
| Bank of America Corp. | 0.00% | Reduce -21.2% | 19,557 | $579K |
| Interval Partners, LP | 0.02% | Reduce -52.2% | 16,319 | $483K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -3.9% | 14,577 | $432K |
| Citigroup Inc. | 0.00% | Reduce -7.0% | 14,371 | $426K |
| Polymer Capital Management (US) LLC | 0.12% | Add +75.7% | 13,397 | $397K |
| BNP Paribas Financial Markets | 0.00% | Add +211.3% | 11,990 | $355K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +8.0% | 11,382 | $337K |
| MetLife Investment Management, LLC | 0.00% | No change | 11,091 | $328K |
| Quantinno Capital Management LP | 0.00% | New | 11,030 | $327K |
| Squarepoint Ops LLC | 0.00% | New | 10,310 | $305K |
| Intech Investment Management LLC | 0.00% | New | 9,915 | $294K |
| Deutsche Bank AG | 0.00% | Reduce -16.9% | 9,433 | $279K |
| Corebridge Financial, Inc. | 0.00% | Add +1.8% | 9,407 | $279K |
| Keybank National Association | 0.00% | New | 9,345 | $277K |
| Investment Advisory Services Inc. /TX | 0.10% | No change | 9,000 | $266K |
| Renaissance Technologies | 0.00% | Reduce -59.8% | 9,000 | $266K |
| Royal Bank of Canada | 0.00% | Reduce -23.0% | 8,686 | $257K |
| Apella Capital, LLC | 0.01% | No change | 9,216 | $253K |
| T. Rowe Price Associates Inc. | 0.00% | Add +14.7% | 8,288 | $246K |
| SG Americas Securities, LLC | 0.00% | Reduce -4.8% | 7,352 | $218K |
| Hills Bank & Trust Co | 0.01% | No change | 5,825 | $172K |
| New York State Common Retirement Fund | 0.00% | Add +44.8% | 5,820 | $172K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,970 | $118K |
| AlphaQuest LLC | 0.01% | New | 3,490 | $103K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,945 | $58K |
| FMR LLC | 0.00% | Reduce -1.1% | 1,763 | $52K |
| Legal & General Group Plc | 0.00% | Add +16.7% | 1,592 | $47K |
| California State Teachers Retirement System | 0.00% | No change | 1,398 | $41K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +14.2% | 1,290 | $38K |
| Cwm, LLC | 0.00% | Add +1.2% | 937 | $28K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +70.0% | 911 | $27K |
| NewEdge Advisors, LLC | 0.00% | No change | 848 | $25K |
| GAMMA Investing LLC | 0.00% | Add +466.9% | 737 | $22K |
| Quadrant Capital Group LLC | 0.00% | Add +3009.1% | 684 | $20K |
| Rise Advisors, LLC | 0.01% | New | 646 | $19K |
| Amalgamated Bank | 0.00% | Add +31.0% | 642 | $19K |
| Versant Capital Management, Inc | 0.00% | Reduce -10.6% | 589 | $17K |
| US Bancorp \de | 0.00% | Reduce -4.8% | 340 | $10K |
| Sterling Capital Management LLC | 0.00% | Reduce -43.0% | 334 | $10K |
| Coldstream Capital Management Inc. | 0.00% | New | 301 | $9K |
| Private Wealth Asset Management, LLC | 0.00% | — | 300 | $9K |
| Signaturefd, LLC | 0.00% | No change | 201 | $6K |
| Parallel Advisors, LLC | 0.00% | Add +970.0% | 107 | $3K |
| Arax Advisory Partners | 0.00% | Add +161.1% | 94 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -71.2% | 76 | $2K |
| Geneos Wealth Management Inc. | 0.00% | New | 64 | $2K |
| Allworth Financial LP | 0.00% | Reduce -38.6% | 54 | $2K |
| Rothschild Investment LLC | 0.00% | Add +100.0% | 50 | $1K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 26 | $770 |
| Raffa Wealth Management, LLC | 0.00% | No change | 24 | $711 |
| Parkside Financial Bank & Trust | 0.00% | New | 20 | $593 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 18 | $533 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -77.6% | 17 | $505 |
| Huntington National Bank | 0.00% | No change | 17 | $504 |
| Stephens Consulting, LLC | 0.00% | New | 15 | $445 |
| Russell Investments Group, Ltd. | 0.00% | No change | 14 | $415 |
| Bessemer Group Inc. | 0.00% | New | 12 | $0 |
| Covestor Ltd | 0.00% | No change | 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.