MidWestOne Financial Group Ownership | Who Owns MidWestOne Financial Group?
MidWestOne Financial Group Ownership Summary
MidWestOne Financial Group is owned by 81.17% institutional investors, 2.76% insiders, and 16.07% retail investors. Midwestone financial group is the largest institutional shareholder, holding 19.49% of MOFG shares. PGIM Jennison Small Company A is the top mutual fund, with 2.95% of its assets in MidWestOne Financial Group shares.
MOFG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | MidWestOne Financial Group | 81.17% | 2.76% | 16.07% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Midwestone financial group | 4.06M | 19.49% | $116.73M |
| Blackrock | 1.31M | 8.31% | $29.39M |
| Blackrock funding, inc. /de | 1.52M | 7.32% | $43.85M |
| Jennison associates | 1.40M | 6.70% | $40.15M |
| Wellington management group llp | 1.05M | 5.04% | $30.47M |
| Vanguard group | 896.27K | 4.31% | $26.10M |
| Dimensional fund advisors lp | 799.20K | 3.85% | $23.27M |
| Fj capital management | 766.20K | 3.68% | $22.04M |
| Goldman sachs group | 455.36K | 2.19% | $13.26M |
| Geode capital management | 433.18K | 2.08% | $12.62M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Midwestone financial group | 4.06M | 15.16% | $116.73M |
| Jacobs asset management | 150.00K | 2.46% | $4.32M |
| Fj capital management | 766.20K | 2.34% | $22.04M |
| Mendon capital advisors | 166.23K | 2.32% | $4.78M |
| Sippican capital advisors | 65.79K | 1.40% | $1.92M |
| Maltese capital management | 344.10K | 1.39% | $9.90M |
| Pinnacle | 76.83K | 0.80% | $2.21M |
| Stieven capital advisors | 130.40K | 0.73% | $3.75M |
| Heartland advisors | 100.00K | 0.16% | $2.91M |
| Dynamic technology lab private | 37.34K | 0.15% | $1.07M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| 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 |
| Dimensional fund advisors lp | 799.20K | 0.01% | 70.06K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Basswood capital management | 106.66K | 0.14% | -433.06K |
| Lsv asset management | - | - | -133.78K |
| Ejf capital | - | - | -115.21K |
| Fourthstone | - | - | -100.10K |
| Alyeska investment group | - | - | -100.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Dynamic technology lab private | 37.34K | 0.15% | 37.34K | $1.07M |
| Y-intercept (hong kong) | 24.86K | 0.02% | 24.86K | $715.31K |
| Rafferty asset management | 15.09K | 0.00% | 15.09K | $434.11K |
| Magnetar financial | 13.12K | 0.00% | 13.12K | $377.38K |
| Susquehanna group, llp | 10.95K | - | 10.95K | $318.72K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Aquatic capital management | -2.00 |
| Lindbrook capital | -5.00 |
| Stephens consulting | -15.00 |
| Parkside financial bank & trust | -20.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 121 | 7.08% | 16,896,006 | 1.56% | 81 | 1.27% | 78 | 36.84% | 23 | -39.47% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| PGIM Jennison Small Company A | 612.30K | 2.95% | 1.75K |
| Jennison SMid Cap Core Equity | 612.30K | 2.94% | 16.04K |
| Vanguard Total Stock Mkt Idx Inv | 517.16K | 2.49% | -9.06K |
| iShares Russell 2000 ETF | 475.80K | 2.29% | -9.03K |
| Vanguard US Total Market Shares ETF | 446.49K | 2.15% | 119.90K |
| Goldman Sachs Small Cap Value A | 213.16K | 1.02% | 8.95K |
| Vanguard Institutional Extnd Mkt Idx Tr | 204.38K | 0.98% | -87.38K |
| Fidelity Small Cap Index | 192.24K | 0.93% | 1.75K |
| iShares Russell 2000 Value ETF | 180.52K | 0.87% | 134.00 |
| Heartland Value Investor | 175.62K | 0.85% | 35.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 13, 2025 | Hauschildt Jennifer Leigh | - | Buy | $2.96K |
| Aug 13, 2025 | Hauschildt Jennifer Leigh | - | Buy | $11.86K |
| Aug 04, 2025 | McCormick Tracy S | - | Buy | $5.37K |
| Jul 31, 2025 | Funk Charles N | - | Buy | $16.60K |
| Jul 29, 2025 | REEVES CHARLES N | Chief Executive Officer | Buy | $69.35K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 7 | - |
| 2025 Q2 | - | - |
| 2025 Q1 | 2 | - |
| 2024 Q3 | 13 | - |
| 2024 Q2 | 3 | 15 |
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