MidWestOne Financial Group Ownership | Who Owns MidWestOne Financial Group?
MidWestOne Financial Group Ownership Summary
MidWestOne Financial Group is owned by 10.37% institutional investors, 2.84% insiders, and 86.79% retail investors. Midwestone financial group is the largest institutional shareholder, holding 19.60% of MOFG shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.39% of its assets in MidWestOne Financial Group shares.
MOFG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | MidWestOne Financial Group | 10.37% | 2.84% | 86.79% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Regional Banks Stocks | 38.44% | 12.57% | 48.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Midwestone financial group | 4.05M | 19.60% | $156.10M |
| Blackrock | 1.31M | 8.31% | $29.39M |
| Vanguard group | 988.73K | 4.78% | $38.07M |
| Two sigma advisers, lp | 51.60K | 0.25% | $1.46M |
| Trexquant investment lp | 44.05K | 0.21% | $1.25M |
| Numerai gp | 38.03K | 0.18% | $1.08M |
| Nuveen asset management | 37.41K | 0.18% | $1.09M |
| Strs ohio | 24.20K | 0.15% | $544.26K |
| Bank of america corp /de/ | 23.07K | 0.15% | $518.80K |
| Clarius group | 11.50K | 0.06% | $442.87K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Midwestone financial group | 4.05M | 17.34% | $156.10M |
| Numerai gp | 38.03K | 0.15% | $1.08M |
| Clarius group | 11.50K | 0.03% | $442.87K |
| Xtx topco | 8.80K | 0.01% | $249.06K |
| Trexquant investment lp | 44.05K | 0.01% | $1.25M |
| Quest partners | 3.79K | 0.01% | $145.76K |
| Wfa of san diego | 175.00 | 0.00% | $3.94K |
| Two sigma advisers, lp | 51.60K | 0.00% | $1.46M |
| Strs ohio | 24.20K | 0.00% | $544.26K |
| Blackrock | 1.31M | 0.00% | $29.39M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 1.31M | 0.00% | 41.77K |
| Numerai gp | 38.03K | 0.15% | 15.78K |
| Bank of america corp /de/ | 23.07K | - | 13.56K |
| Two sigma advisers, lp | 51.60K | 0.00% | 12.20K |
| Susquehanna group, llp | 10.95K | - | 10.95K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | - | - | -1.34M |
| Fj capital management | - | - | -797.82K |
| Dimensional fund advisors lp | - | - | -612.59K |
| Magnetar financial | - | - | -563.02K |
| Goldman sachs group | - | - | -544.85K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Susquehanna group, llp | 10.95K | - | 10.95K | $318.72K |
| Group one trading | 200.00 | - | 200.00 | $4.50K |
| Wfa of san diego | 175.00 | 0.00% | 175.00 | $3.94K |
| Cassady schiller wealth management | 10.00 | 0.00% | 10.00 | $291.00 |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| American capital advisory | -1.00 |
| Td private client wealth | -4.00 |
| Lindbrook capital | -5.00 |
| Stephens consulting | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 34 | -71.90% | 2,145,364 | -87.35% | 10 | 0.16% | 16 | -72.41% | 12 | -71.43% |
| Sep 30, 2025 | 40 | -65.52% | 7,409,879 | -53.61% | 35 | 0.60% | 15 | -80.00% | 12 | -45.45% |
| 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 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 492.19K | 2.39% | 185.00 |
| iShares Russell 2000 ETF | 486.21K | 2.35% | - |
| Vanguard US Total Market Shares ETF | 446.49K | 2.15% | 119.90K |
| Vanguard Institutional Extnd Mkt Idx Tr | 221.09K | 1.07% | 1.04K |
| iShares Russell 2000 Value ETF | 181.59K | 0.88% | - |
| Heartland Value Investor | 175.62K | 0.85% | - |
| RMB Mendon Financial Services A | 170.00K | 0.82% | 170.00K |
| JHancock Regional Bank A | 168.26K | 0.81% | - |
| Fidelity Small Cap Index | 161.37K | 0.78% | -4.89K |
| JENNISON SMALL/MID CAP EQUITY 3 | 154.03K | 0.74% | -21.84K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 03, 2025 | REEVES CHARLES N | Chief Executive Officer | Buy | $28.81K |
| Oct 31, 2025 | REEVES CHARLES N | Chief Executive Officer | Buy | $52.90K |
| Oct 30, 2025 | REEVES CHARLES N | Chief Executive Officer | Buy | $56.84K |
| Aug 13, 2025 | Hauschildt Jennifer Leigh | - | Buy | $11.86K |
| Aug 13, 2025 | Hauschildt Jennifer Leigh | - | Buy | $2.96K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | 3 | - |
| 2025 Q3 | 7 | - |
| 2025 Q2 | - | - |
| 2025 Q1 | 2 | - |
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