Midwestone Financial Group IMOFG
13F holders, Q2 2025 (June 30)125holders +9
23new positions
15sold out
5famous investors
$28.77avg. 13F price*
At the end of Q2 2025, 125 institutions reported holding Midwestone Financial Group I (MOFG) in their 13F filings, up 9 from Q1 2025. 23 opened new positions and 15 sold out. The largest holders were MIdWestOne Financial Group, Inc. ($116.7M), BlackRock, Inc. ($43.9M) and Jennison Associates LLC ($40.2M). 5 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 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $7.3M |
| Exits | 15 | $9.3M |
All 13F filers, Q1 2025 → Q2 2025: 1,413,496 shares bought and 1,111,862 shares sold, net +301,634 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 125 holders
| MIdWestOne Financial Group, Inc. | 15.16% | Reduce -0.1% | 4,057,200 | $116.7M |
| BlackRock, Inc. | 0.00% | Reduce -2.7% | 1,524,222 | $43.9M |
| Jennison Associates LLC | 0.02% | Add +4.5% | 1,395,623 | $40.2M |
| Wellington Management Group LLP | 0.01% | Add +16.9% | 1,215,494 | $35.0M |
| Vanguard Group Inc. | 0.00% | Add +9.4% | 1,015,037 | $29.2M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.6% | 816,563 | $23.5M |
| FJ Capital Management LLC | 2.34% | Add +2.5% | 766,202 | $22.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +5.1% | 558,617 | $16.1M |
| Geode Capital Management, LLC | 0.00% | Add +13.2% | 502,898 | $14.5M |
| State Street Corp. | 0.00% | Add +40.5% | 483,026 | $13.9M |
| Maltese Capital Management LLC | 1.40% | No change | 344,101 | $9.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -14.9% | 251,944 | $7.2M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Reduce -1.8% | 223,310 | $6.4M |
| Nuveen, LLC | 0.00% | Add +189.3% | 182,920 | $5.3M |
| Curi Capital, LLC | 0.09% | Add +8.3% | 167,032 | $4.8M |
| Mendon Capital Advisors Corp. | 2.32% | Add +7.7% | 166,232 | $4.8M |
| Northern Trust Corp. | 0.00% | Add +2.2% | 162,478 | $4.7M |
| Morgan Stanley | 0.00% | Add +78.0% | 152,886 | $4.4M |
| Jacobs Asset Management, LLC | 2.46% | Reduce -25.0% | 150,000 | $4.3M |
| Heartland Advisors Inc. | 0.23% | Add +27.7% | 140,616 | $4.0M |
| JPMorgan Chase & Co. | 0.00% | Add +125.7% | 138,212 | $4.0M |
| Stieven Capital Advisors, L.P. | 0.73% | Add +0.1% | 130,400 | $3.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +34.2% | 125,073 | $3.6M |
| Bridgeway Capital Management, LLC | 0.08% | Add +5.7% | 124,338 | $3.6M |
| Franklin Resources Inc. | 0.00% | Add +5.9% | 115,903 | $3.3M |
| Basswood Capital Management, L.L.C. | 0.15% | Reduce -80.2% | 106,660 | $3.1M |
| Two Sigma Investments, LP | 0.01% | Add +58.1% | 101,800 | $2.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.1% | 94,366 | $2.7M |
| Trexquant Investment LP | 0.03% | Add +60.7% | 86,717 | $2.5M |
| Pinnacle Holdings, LLC | 0.92% | Add +0.3% | 76,828 | $2.2M |
| First Trust Advisors LP | 0.00% | Add +4.5% | 75,367 | $2.2M |
| Empowered Funds, LLC | 0.02% | Add +9.7% | 75,078 | $2.2M |
| Millennium Management | 0.00% | Reduce -22.5% | 68,677 | $2.0M |
| Sippican Capital Advisors | 1.38% | Add +0.3% | 65,988 | $1.9M |
| UBS Group AG | 0.00% | Add +4.7% | 64,425 | $1.9M |
| Barclays PLC | 0.00% | Add +49.3% | 62,378 | $1.8M |
| AQR Capital Management | 0.00% | Add +52.7% | 61,437 | $1.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +8.8% | 61,157 | $1.8M |
| Stifel Financial Corp. | 0.00% | Reduce -7.9% | 59,755 | $1.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -9.1% | 44,553 | $1.3M |
| Fisher Asset Management | 0.00% | Add +34.8% | 41,897 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Add +40.1% | 41,600 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Add +15.9% | 39,629 | $1.1M |
| Two Sigma Advisers, LP | 0.00% | Add +14.5% | 39,400 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 39,393 | $1.1M |
| Wells Fargo & Company | 0.00% | Add +7.4% | 38,529 | $1.1M |
| Dynamic Technology Lab Private Ltd | 0.15% | New | 37,343 | $1.1M |
| American Century Companies Inc. | 0.00% | Reduce -67.9% | 35,219 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +20.0% | 31,902 | $918K |
| Bank of America Corp. | 0.00% | Add +62.2% | 31,720 | $913K |
| Fourthstone LLC | 0.18% | New | 31,360 | $902K |
| Invesco Ltd. | 0.00% | Add +2.9% | 30,485 | $877K |
| Cresset Asset Management, LLC | 0.00% | Reduce -74.1% | 29,386 | $845K |
| Creative Planning | 0.00% | Reduce -7.1% | 26,640 | $766K |
| Rhumbline Advisers | 0.00% | Add +4.8% | 26,265 | $756K |
| Choreo, LLC | 0.01% | Reduce -0.3% | 26,071 | $750K |
| Renaissance Technologies | 0.00% | Add +184.4% | 25,600 | $737K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 24,863 | $715K |
| Numerai GP LLC | 0.09% | Reduce -35.5% | 22,250 | $640K |
| Sei Investments Co. | 0.00% | Reduce -8.3% | 21,431 | $617K |
| Citadel Advisors | 0.00% | New | 20,316 | $584K |
| Gsa Capital Partners LLP | 0.04% | New | 18,107 | $521K |
| Citigroup Inc. | 0.00% | Add +24.7% | 17,923 | $516K |
| Rafferty Asset Management, LLC | 0.00% | New | 15,089 | $434K |
| Quantinno Capital Management LP | 0.00% | Add +24.3% | 13,714 | $395K |
| Magnetar Financial LLC | 0.00% | New | 13,117 | $377K |
| MetLife Investment Management, LLC | 0.00% | Add +15.2% | 12,778 | $368K |
| Clarius Group, LLC | 0.02% | New | 11,503 | $331K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.5% | 11,103 | $319K |
| XTX Topco Ltd | 0.01% | New | 10,662 | $307K |
| T. Rowe Price Associates Inc. | 0.00% | Add +23.8% | 10,259 | $296K |
| Intech Investment Management LLC | 0.00% | No change | 9,915 | $285K |
| Keybank National Association | 0.00% | No change | 9,345 | $269K |
| Ieq Capital, LLC | 0.00% | New | 9,014 | $259K |
| Investment Advisory Services Inc. /TX | 0.09% | No change | 9,000 | $259K |
| SG Americas Securities, LLC | 0.00% | Add +15.4% | 8,488 | $244K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 8,362 | $241K |
| Quantbot Technologies LP | 0.01% | New | 7,915 | $228K |
| Deutsche Bank AG | 0.00% | Reduce -18.1% | 7,726 | $222K |
| Royal Bank of Canada | 0.00% | Reduce -29.0% | 6,169 | $177K |
| Hills Bank & Trust Co | 0.01% | Add +1.6% | 5,920 | $170K |
| New York State Common Retirement Fund | 0.00% | No change | 5,820 | $167K |
| FMR LLC | 0.00% | Add +144.9% | 4,318 | $124K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,970 | $114K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +286.8% | 3,524 | $101K |
| AlphaQuest LLC | 0.01% | No change | 3,490 | $100K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 3,415 | $98K |
| Cwm, LLC | 0.00% | Add +238.8% | 3,175 | $91K |
| BNP Paribas Financial Markets | 0.00% | Reduce -83.3% | 1,999 | $58K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,945 | $56K |
| Legal & General Group Plc | 0.00% | Add +15.6% | 1,840 | $53K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +18.8% | 1,532 | $44K |
| California State Teachers Retirement System | 0.00% | No change | 1,398 | $40K |
| NewEdge Advisors, LLC | 0.00% | No change | 848 | $24K |
| Comerica Bank | 0.00% | New | 720 | $21K |
| Rise Advisors, LLC | 0.01% | No change | 646 | $19K |
| Amalgamated Bank | 0.00% | No change | 642 | $18K |
| Versant Capital Management, Inc | 0.00% | No change | 589 | $17K |
| Sterling Capital Management LLC | 0.00% | Add +65.9% | 554 | $16K |
| Federated Hermes, Inc. | 0.00% | New | 542 | $16K |
"% of holder's portfolio" is MOFG's weight in each manager's 13F, not the share of Midwestone Financial Group I the manager owns.