Midwestone Financial Group IMOFG
13F holders, Q3 2025 (September 30)123holders −2
11new positions
13sold out
4famous investors
$28.29avg. 13F price*
At the end of Q3 2025, 123 institutions reported holding Midwestone Financial Group I (MOFG) in their 13F filings, down 2 from Q2 2025. 11 opened new positions and 13 sold out. The largest holders were MIdWestOne Financial Group, Inc. ($114.7M), Jennison Associates LLC ($40.5M) and Wellington Management Group LLP ($38.3M). 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 Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Midwestone Financial Group I
- CUSIP
- 598511103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $8.4M |
| Exits | 13 | $12.2M |
All 13F filers, Q2 2025 → Q3 2025: 1,174,518 shares bought and 1,156,528 shares sold, net +17,990 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 123 holders
| MIdWestOne Financial Group, Inc. | 13.94% | Reduce -0.0% | 4,056,166 | $114.7M |
| Jennison Associates LLC | 0.02% | Add +2.5% | 1,430,011 | $40.5M |
| Wellington Management Group LLP | 0.01% | Add +11.4% | 1,354,527 | $38.3M |
| BlackRock, Inc. | 0.00% | Reduce -15.5% | 1,287,453 | $36.4M |
| Vanguard Group Inc. | 0.00% | Add +1.5% | 1,030,102 | $29.1M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -2.3% | 797,702 | $22.6M |
| FJ Capital Management LLC | 2.41% | Add +4.0% | 796,883 | $22.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.6% | 584,201 | $16.5M |
| State Street Corp. | 0.00% | Add +7.0% | 516,978 | $14.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -6.5% | 470,393 | $13.3M |
| Maltese Capital Management LLC | 1.59% | Add +5.6% | 363,402 | $10.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.1% | 251,618 | $7.1M |
| Millennium Management | 0.00% | Add +187.6% | 197,522 | $5.6M |
| Heartland Advisors Inc. | 0.26% | Add +24.9% | 175,616 | $5.0M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 168,644 | $4.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +168.1% | 163,931 | $4.6M |
| Jacobs Asset Management, LLC | 2.43% | Add +4.5% | 156,787 | $4.4M |
| Stieven Capital Advisors, L.P. | 0.83% | Add +19.3% | 155,600 | $4.4M |
| Two Sigma Investments, LP | 0.01% | Add +52.8% | 155,508 | $4.4M |
| Morgan Stanley | 0.00% | Add +0.3% | 153,428 | $4.3M |
| Curi Capital, LLC | 0.08% | Reduce -9.7% | 150,800 | $4.3M |
| Mendon Capital Advisors Corp. | 1.93% | Reduce -9.8% | 150,000 | $4.2M |
| Northern Trust Corp. | 0.00% | Reduce -10.6% | 145,203 | $4.1M |
| JPMorgan Chase & Co. | 0.00% | Add +2.5% | 141,671 | $4.0M |
| Bridgeway Capital Management, LLC | 0.08% | Add +7.7% | 133,922 | $3.8M |
| Fourthstone LLC | 0.61% | Add +282.6% | 120,000 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.6% | 119,312 | $3.4M |
| Basswood Capital Management, L.L.C. | 0.14% | No change | 106,660 | $3.0M |
| UBS Group AG | 0.00% | Add +57.7% | 101,624 | $2.9M |
| Franklin Resources Inc. | 0.00% | Reduce -21.0% | 91,602 | $2.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.2% | 87,556 | $2.5M |
| Empowered Funds, LLC | 0.02% | Add +12.8% | 84,662 | $2.4M |
| Pinnacle Holdings, LLC | 0.85% | Reduce -0.1% | 76,743 | $2.2M |
| Sippican Capital Advisors | 1.23% | Reduce -0.6% | 65,564 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +3.3% | 61,735 | $1.7M |
| Two Sigma Advisers, LP | 0.00% | Add +31.0% | 51,600 | $1.5M |
| Squarepoint Ops LLC | 0.00% | New | 50,074 | $1.4M |
| Barclays PLC | 0.00% | Reduce -22.0% | 48,647 | $1.4M |
| AQR Capital Management | 0.00% | Reduce -23.3% | 47,107 | $1.3M |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 44,553 | $1.3M |
| Trexquant Investment LP | 0.01% | Reduce -49.2% | 44,052 | $1.2M |
| Fisher Asset Management | 0.00% | No change | 41,897 | $1.2M |
| American Century Companies Inc. | 0.00% | Add +10.3% | 38,833 | $1.1M |
| Bank of America Corp. | 0.00% | Add +21.8% | 38,626 | $1.1M |
| Wells Fargo & Company | 0.00% | Reduce -1.3% | 38,042 | $1.1M |
| Numerai GP LLC | 0.15% | Add +70.9% | 38,031 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -8.1% | 36,219 | $1.0M |
| Invesco Ltd. | 0.00% | Reduce -0.9% | 30,216 | $855K |
| Cresset Asset Management, LLC | 0.00% | No change | 29,386 | $831K |
| Nuveen, LLC | 0.00% | Reduce -84.4% | 28,507 | $806K |
| Choreo, LLC | 0.01% | Add +0.3% | 26,143 | $740K |
| Creative Planning | 0.00% | Reduce -3.3% | 25,755 | $729K |
| Quantinno Capital Management LP | 0.00% | Add +65.4% | 22,684 | $642K |
| Rhumbline Advisers | 0.00% | Reduce -19.8% | 21,061 | $596K |
| Rafferty Asset Management, LLC | 0.00% | Add +35.4% | 20,424 | $578K |
| Citadel Advisors | 0.00% | Add +0.3% | 20,372 | $576K |
| Verition Fund Management LLC | 0.00% | New | 16,673 | $472K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 16,662 | $471K |
| Gsa Capital Partners LLP | 0.04% | Reduce -14.8% | 15,423 | $436K |
| Sei Investments Co. | 0.00% | Reduce -28.6% | 15,304 | $433K |
| HRT Financial LP | 0.00% | New | 14,826 | $419K |
| Citigroup Inc. | 0.00% | Reduce -25.2% | 13,405 | $379K |
| First Trust Advisors LP | 0.00% | Reduce -84.6% | 11,597 | $328K |
| Clarius Group, LLC | 0.02% | No change | 11,503 | $325K |
| Deutsche Bank AG | 0.00% | Add +42.3% | 10,997 | $311K |
| Susquehanna International Group, LLP | 0.00% | Reduce -66.1% | 10,828 | $306K |
| Brandywine Global Investment Management, LLC | 0.00% | New | 10,610 | $300K |
| Los Angeles Capital Management LLC | 0.00% | New | 10,252 | $290K |
| FMR LLC | 0.00% | Add +125.2% | 9,723 | $275K |
| MetLife Investment Management, LLC | 0.00% | Reduce -24.7% | 9,620 | $272K |
| Keybank National Association | 0.00% | No change | 9,345 | $264K |
| Investment Advisory Services Inc. /TX | 0.08% | No change | 9,000 | $255K |
| Apella Capital, LLC | 0.01% | New | 9,216 | $253K |
| Intech Investment Management LLC | 0.00% | Reduce -10.1% | 8,912 | $252K |
| XTX Topco Ltd | 0.01% | Reduce -17.4% | 8,804 | $249K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -15.9% | 8,628 | $245K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -31.3% | 7,627 | $216K |
| Arax Advisory Partners | 0.00% | Add +19261.1% | 6,970 | $197K |
| Quantbot Technologies LP | 0.01% | Reduce -18.5% | 6,448 | $182K |
| Hills Bank & Trust Co | 0.01% | No change | 5,920 | $167K |
| New York State Common Retirement Fund | 0.00% | No change | 5,820 | $165K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +42.1% | 5,641 | $160K |
| Royal Bank of Canada | 0.00% | Reduce -25.1% | 4,618 | $131K |
| SG Americas Securities, LLC | 0.00% | Reduce -47.4% | 4,464 | $126K |
| AlphaQuest LLC | 0.01% | No change | 3,490 | $99K |
| BNP Paribas Financial Markets | 0.00% | Add +65.0% | 3,298 | $93K |
| Cwm, LLC | 0.00% | Reduce -12.8% | 2,767 | $78K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -21.1% | 2,695 | $76K |
| Russell Investments Group, Ltd. | 0.00% | Add +12135.7% | 1,713 | $48K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.3% | 1,528 | $43K |
| Legal & General Group Plc | 0.00% | Reduce -23.7% | 1,404 | $40K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -29.5% | 1,371 | $39K |
| California State Teachers Retirement System | 0.00% | Reduce -8.2% | 1,284 | $36K |
| Federated Hermes, Inc. | 0.00% | Add +129.2% | 1,242 | $35K |
| Sterling Capital Management LLC | 0.00% | Add +104.3% | 1,132 | $32K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +113.4% | 858 | $24K |
| NewEdge Advisors, LLC | 0.00% | No change | 848 | $24K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -78.0% | 775 | $22K |
| Comerica Bank | 0.00% | No change | 720 | $20K |
| Rise Advisors, LLC | 0.01% | No change | 646 | $18K |
"% of holder's portfolio" is MOFG's weight in each manager's 13F, not the share of Midwestone Financial Group I the manager owns.