MidWestOne Financial Group Ownership | Who Owns MidWestOne Financial Group?
MidWestOne Financial Group Ownership Summary
MidWestOne Financial Group is owned by 6.33% institutional investors, 2.66% insiders, and 91.01% retail investors. Midwestone financial group is the largest institutional shareholder, holding 26.70% of MOFG shares. Jennison SMid Cap Core Equity is the top mutual fund, with 2.86% of its assets in MidWestOne Financial Group shares.
MOFG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | MidWestOne Financial Group | 6.33% | 2.66% | 91.01% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Regional Banks Stocks | 38.06% | 12.02% | 49.92% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Midwestone financial group | 4.20M | 26.70% | $94.40M |
| Blackrock | 1.31M | 8.31% | $29.39M |
| Blackrock funding, inc. /de | 1.59M | 7.64% | $46.23M |
| Wellington management group llp | 1.05M | 5.04% | $30.47M |
| Cresset asset management | 749.64K | 4.77% | $16.86M |
| Vanguard group | 896.27K | 4.31% | $26.10M |
| Jennison associates | 825.63K | 3.97% | $24.04M |
| Dimensional fund advisors lp | 799.20K | 3.85% | $23.27M |
| Fj capital management | 608.50K | 2.93% | $17.72M |
| Basswood capital management | 539.72K | 2.60% | $15.98M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Midwestone financial group | 4.20M | 17.02% | $94.40M |
| Jacobs asset management | 200.00K | 3.71% | $5.92M |
| Mendon capital advisors | 154.28K | 2.21% | $4.49M |
| Ejf capital | 115.21K | 2.16% | $3.41M |
| Fj capital management | 608.50K | 2.06% | $17.72M |
| Maltese capital management | 344.10K | 1.66% | $10.19M |
| Sippican capital advisors | 65.79K | 1.40% | $1.92M |
| Basswood capital management | 539.72K | 0.90% | $15.98M |
| Pinnacle | 76.99K | 0.85% | $2.24M |
| Stieven capital advisors | 130.00K | 0.67% | $3.79M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.59M | 0.00% | 265.70K |
| Wellington management group llp | 1.05M | 0.01% | 246.12K |
| Vanguard group | 896.27K | 0.00% | 158.90K |
| Geode capital management | 433.18K | 0.00% | 97.50K |
| Goldman sachs group | 455.36K | 0.00% | 71.74K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cresset asset management | 749.64K | 0.07% | -139.99K |
| Lsv asset management | - | - | -133.78K |
| Adage capital partners gp | 39.09K | 0.00% | -110.92K |
| Fourthstone | - | - | -100.10K |
| Alyeska investment group | - | - | -100.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 34.42K | 0.00% | 34.42K | $1.00M |
| Choreo | 26.30K | 0.01% | 26.30K | $583.62K |
| Numerai gp | 11.40K | 0.09% | 11.40K | $332.11K |
| Susquehanna group, llp | 10.95K | - | 10.95K | $318.72K |
| Apella capital | 9.22K | 0.01% | 9.22K | $268.37K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Aquatic capital management | -2.00 |
| Lindbrook capital | -5.00 |
| Covestor | -24.00 |
| Capital performance advisors llp | -27.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 7 | -94.07% | 1,316,405 | -92.06% | 6 | 0.10% | 5 | -93.90% | 2 | -91.67% |
| Dec 31, 2024 | 113 | -3.42% | 11,724,127 | -26.95% | 56 | 0.55% | 80 | -4.76% | 21 | - |
| Sep 30, 2024 | 117 | 36.05% | 16,049,334 | 47.61% | 101 | 2.14% | 84 | 64.71% | 21 | -8.70% |
| Jun 30, 2024 | 85 | 8.97% | 10,873,130 | 0.43% | 69 | 1.45% | 51 | 104.00% | 23 | -25.81% |
| Mar 31, 2024 | 78 | -3.70% | 10,826,858 | 5.09% | 68 | 1.60% | 25 | -32.43% | 31 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Jennison SMid Cap Core Equity | 596.26K | 2.86% | 258.30K |
| PGIM Jennison Small Company A | 596.26K | 2.86% | - |
| Vanguard Total Stock Mkt Idx Inv | 512.25K | 2.46% | 8.51K |
| iShares Russell 2000 ETF | 502.85K | 2.42% | 246.00 |
| Vanguard US Total Market Shares ETF | 446.49K | 2.15% | 119.90K |
| Vanguard Institutional Extnd Mkt Idx Tr | 286.52K | 1.38% | 925.00 |
| Goldman Sachs Small Cap Value A | 204.21K | 0.98% | 40.47K |
| Fidelity Small Cap Index | 181.16K | 0.87% | 4.12K |
| iShares Russell 2000 Value ETF | 177.19K | 0.85% | - |
| JENNISON SMALL/MID CAP EQUITY 3 | 175.87K | 0.84% | 79.95K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 10, 2025 | REEVES CHARLES N | Chief Executive Officer | Buy | $49.95K |
| Mar 06, 2025 | Hauschildt Jennifer Leigh | - | Buy | $14.99K |
| Sep 30, 2024 | Hayek Matthew J | - | Buy | $50.00K |
| Sep 30, 2024 | GREEFF DOUGLAS H | - | Buy | $100.00K |
| Sep 30, 2024 | Sims Gary L | SVP & Chief Credit Officer | Buy | $50.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | 2 | - |
| 2024 Q3 | 13 | - |
| 2024 Q2 | 3 | 15 |
| 2024 Q1 | 1 | - |
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