Midwestone Financial Group IMOFG
13F holders, Q4 2025 (December 31)144holders +21
40new positions
21sold out
7famous investors
$38.50avg. 13F price*
At the end of Q4 2025, 144 institutions reported holding Midwestone Financial Group I (MOFG) in their 13F filings, up 21 from Q3 2025. 40 opened new positions and 21 sold out. The largest holders were MIdWestOne Financial Group, Inc. ($156.1M), BlackRock, Inc. ($51.6M) and Vanguard Group Inc. ($38.1M). 7 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Midwestone Financial Group I
- CUSIP
- 598511103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $103.5M |
| Exits | 21 | $19.1M |
All 13F filers, Q3 2025 → Q4 2025: 3,832,980 shares bought and 3,519,487 shares sold, net +313,493 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 144 holders
| MIdWestOne Financial Group, Inc. | 17.34% | Reduce -0.0% | 4,054,459 | $156.1M |
| BlackRock, Inc. | 0.00% | Add +4.2% | 1,341,425 | $51.6M |
| Vanguard Group Inc. | 0.00% | Reduce -4.0% | 988,733 | $38.1M |
| FJ Capital Management LLC | 3.39% | Add +0.1% | 797,816 | $30.7M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -23.2% | 612,588 | $23.6M |
| Magnetar Financial LLC | 0.23% | New | 563,016 | $21.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.7% | 544,846 | $21.0M |
| Alliancebernstein L.P. | 0.01% | Add +107.6% | 522,469 | $20.1M |
| Jennison Associates LLC | 0.01% | Reduce -63.8% | 517,960 | $19.9M |
| State Street Corp. | 0.00% | Reduce -0.1% | 516,188 | $19.9M |
| Geode Capital Management, LLC | 0.00% | Reduce -3.3% | 454,812 | $17.5M |
| Qube Research & Technologies Ltd | 0.02% | New | 435,549 | $16.8M |
| Wellington Management Group LLP | 0.00% | Reduce -73.8% | 354,908 | $13.7M |
| Maltese Capital Management LLC | 2.36% | Reduce -6.4% | 340,000 | $13.1M |
| Citigroup Inc. | 0.01% | Add +2317.2% | 324,021 | $12.5M |
| Glazer Capital, LLC | 0.28% | New | 249,888 | $9.6M |
| AQR Arbitrage LLC | 0.21% | New | 206,184 | $7.9M |
| Stieven Capital Advisors, L.P. | 1.46% | Add +31.9% | 205,200 | $7.9M |
| Mendon Capital Advisors Corp. | 2.78% | Add +22.7% | 184,100 | $7.1M |
| OMERS ADMINISTRATION Corp | 0.05% | New | 177,700 | $6.8M |
| Heartland Advisors Inc. | 0.36% | No change | 175,616 | $6.8M |
| D. E. Shaw & Co. | 0.01% | New | 175,290 | $6.7M |
| Curi Capital, LLC | 0.11% | Add +13.6% | 171,272 | $6.6M |
| Polar Asset Management Partners Inc. | 0.17% | New | 169,424 | $6.5M |
| Abc Arbitrage SA | 0.60% | New | 166,401 | $6.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.5% | 161,420 | $6.2M |
| Millennium Management | 0.00% | Reduce -18.9% | 160,153 | $6.2M |
| Northern Trust Corp. | 0.00% | Reduce -7.0% | 135,058 | $5.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.0% | 119,067 | $4.6M |
| Jane Street Group, LLC | 0.01% | Add +224.2% | 117,415 | $4.5M |
| American Century Companies Inc. | 0.00% | Add +178.8% | 108,269 | $4.2M |
| Basswood Capital Management, L.L.C. | 0.18% | No change | 106,660 | $4.1M |
| Franklin Resources Inc. | 0.00% | Add +10.2% | 100,955 | $3.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +125.1% | 100,289 | $3.9M |
| Squarepoint Ops LLC | 0.01% | Add +99.0% | 99,653 | $3.8M |
| Balyasny Asset Management L.P. | 0.01% | New | 97,481 | $3.8M |
| Two Sigma Investments, LP | 0.01% | Reduce -38.0% | 96,408 | $3.7M |
| Morgan Stanley | 0.00% | Reduce -39.4% | 93,054 | $3.6M |
| Nuveen, LLC | 0.00% | Add +222.9% | 92,037 | $3.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.1% | 78,716 | $3.0M |
| Pinnacle Holdings, LLC | 1.11% | Reduce -0.7% | 76,223 | $2.9M |
| Stifel Financial Corp. | 0.00% | Add +17.9% | 72,812 | $2.8M |
| Versor Investments LP | 0.42% | New | 70,444 | $2.7M |
| Creative Planning | 0.00% | Add +116.0% | 55,627 | $2.1M |
| Barclays PLC | 0.00% | Add +13.3% | 55,102 | $2.1M |
| Bridgeway Capital Management, LLC | 0.04% | Reduce -62.0% | 50,938 | $2.0M |
| Kintayl Capital LP | 1.06% | New | 45,733 | $1.8M |
| AQR Capital Management | 0.00% | Reduce -5.9% | 44,326 | $1.7M |
| Bank of America Corp. | 0.00% | Add +12.4% | 43,425 | $1.7M |
| Fisher Asset Management | 0.00% | Reduce -6.1% | 39,351 | $1.5M |
| Two Sigma Advisers, LP | 0.00% | Reduce -37.4% | 32,300 | $1.2M |
| Invesco Ltd. | 0.00% | Add +2.8% | 31,075 | $1.2M |
| UBS Group AG | 0.00% | Reduce -69.5% | 30,965 | $1.2M |
| Renaissance Technologies | 0.00% | New | 30,000 | $1.2M |
| Cresset Asset Management, LLC | 0.00% | No change | 29,386 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +21.9% | 27,659 | $1.1M |
| Adage Capital Partners Gp, L.L.C. | 0.00% | Reduce -83.9% | 27,110 | $1.0M |
| Choreo, LLC | 0.01% | Reduce -0.1% | 26,129 | $1.0M |
| First Trust Capital Management L.P. | 0.06% | New | 25,886 | $997K |
| Sippican Capital Advisors | 0.64% | Reduce -60.8% | 25,684 | $989K |
| New York Life Investment Management LLC | 0.01% | New | 24,156 | $930K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.14% | New | 23,794 | $916K |
| Sagefield Capital LP | 0.07% | New | 22,992 | $885K |
| State of Wisconsin Investment Board | 0.00% | New | 22,690 | $874K |
| Water Island Capital LLC | 0.11% | New | 21,980 | $846K |
| Wells Fargo & Company | 0.00% | Reduce -49.0% | 19,402 | $747K |
| Brooklyn Investment Group | 0.03% | New | 18,728 | $730K |
| Rhumbline Advisers | 0.00% | Reduce -12.4% | 18,445 | $710K |
| FMR LLC | 0.00% | Add +87.9% | 18,270 | $703K |
| Aquatic Capital Management LLC | 0.02% | New | 17,784 | $685K |
| Citadel Advisors | 0.00% | Reduce -12.8% | 17,773 | $684K |
| Tudor Investment Corporation | 0.00% | New | 17,162 | $661K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -19.8% | 16,380 | $631K |
| Nicolet Advisory Services, LLC | 0.04% | New | 15,496 | $618K |
| Oxford Asset Management LLP | 0.22% | New | 15,941 | $614K |
| Credit Industriel Et Commercial | 0.13% | New | 15,194 | $585K |
| Graham Capital Management, L.P. | 0.03% | New | 13,240 | $510K |
| Sei Investments Co. | 0.00% | Reduce -16.3% | 12,812 | $493K |
| Nomura Holdings Inc. | 0.00% | New | 11,990 | $462K |
| Clarius Group, LLC | 0.03% | No change | 11,503 | $443K |
| Deutsche Bank AG | 0.00% | Reduce -1.0% | 10,885 | $419K |
| Massar Capital Management, LP | 0.08% | New | 10,750 | $414K |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.2% | 9,678 | $373K |
| MetLife Investment Management, LLC | 0.00% | No change | 9,620 | $370K |
| Apella Capital, LLC | 0.01% | No change | 9,216 | $355K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -46.9% | 8,845 | $341K |
| First Trust Advisors LP | 0.00% | Reduce -28.7% | 8,271 | $318K |
| SG Americas Securities, LLC | 0.00% | Add +80.9% | 8,074 | $311K |
| LMR Partners LLP | 0.00% | New | 7,979 | $307K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.3% | 7,654 | $295K |
| Intech Investment Management LLC | 0.00% | Reduce -32.6% | 6,009 | $231K |
| New York State Common Retirement Fund | 0.00% | No change | 5,820 | $224K |
| Y-Intercept (Hong Kong) Ltd | 0.00% | New | 5,675 | $218K |
| Aigen Investment Management, LP | 0.05% | New | 5,612 | $216K |
| VARCOV Co. | 0.08% | — | 5,440 | $209K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 5,001 | $193K |
| Hills Bank & Trust Co | 0.01% | Reduce -16.9% | 4,920 | $189K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Reduce -22.5% | 4,370 | $168K |
| BNP Paribas Financial Markets | 0.00% | Add +18.4% | 3,904 | $150K |
| AlphaQuest LLC | 0.01% | Add +8.5% | 3,786 | $146K |
"% of holder's portfolio" is MOFG's weight in each manager's 13F, not the share of Midwestone Financial Group I the manager owns.