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MidWestOne Financial Group Ownership | Who Owns MidWestOne Financial Group?

OverviewForecastRevenueFinancialsChartTranscripts

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

TypeName% Inst% Insiders% Retail
StockMidWestOne Financial Group10.37%2.84%86.79%
SectorFinancial Services Stocks 32.19%15.44%52.37%
IndustryRegional Banks Stocks31.54%12.70%55.76%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Midwestone financial group4.05M19.60%$156.10M
Blackrock1.31M8.31%$29.39M
Wellington management group llp1.35M6.51%$38.32M
Blackrock funding, inc. /de1.34M6.49%$51.64M
Vanguard group988.73K4.78%$38.07M
Fj capital management796.88K3.83%$22.54M
Dimensional fund advisors lp612.59K2.96%$23.58M
Goldman sachs group544.85K2.63%$20.98M
Jennison associates517.96K2.50%$19.94M
State street516.98K2.48%$14.63M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Midwestone financial group4.05M17.34%$156.10M
Fj capital management796.88K2.41%$22.54M
Mendon capital advisors150.00K1.63%$4.24M
Maltese capital management363.40K1.56%$10.28M
Stieven capital advisors205.20K1.46%$7.90M
Pinnacle76.22K0.99%$2.93M
Sippican capital advisors25.68K0.64%$988.83K
Abc arbitrage sa166.40K0.60%$6.41M
Versor investments lp70.44K0.42%$2.71M
Heartland advisors175.62K0.36%$6.76M

Top Buyers

HolderShares% AssetsChange
Citigroup324.02K0.01%310.62K
Adage capital partners gp168.64K0.01%168.64K
Abc arbitrage sa166.40K0.60%166.40K
Wellington management group llp1.35M0.01%139.03K
Charles schwab investment management163.93K0.00%102.77K

Top Sellers

HolderShares% AssetsChange
Jennison associates517.96K0.01%-912.05K
Hotchkis & wiley capital management---223.31K
Dimensional fund advisors lp612.59K0.00%-185.11K
Jacobs asset management---156.79K
Lsv asset management---133.78K

New Positions

HolderShares% AssetsChangeValue
Abc arbitrage sa166.40K0.60%166.40K$6.41M
Versor investments lp70.44K0.42%70.44K$2.71M
New york life investment management24.16K0.01%24.16K$930.01K
Gabelli & co investment advisers23.79K0.14%23.79K$916.07K
Skopos labs18.73K0.03%18.73K$730.00K

Sold Out

HolderChange
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

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202534-71.90%2,145,364-87.35%100.16%16-72.41%12-71.43%
Sep 30, 202540-65.52%7,409,879-53.61%350.60%15-80.00%12-45.45%
Jun 30, 20251217.08%16,896,0061.56%811.27%7836.84%23-39.47%
Mar 31, 20257-94.07%1,316,405-92.06%60.10%5-93.90%2-91.67%
Dec 31, 2024113-3.42%11,724,127-26.95%560.55%80-4.76%21-

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv492.19K2.39%185.00
iShares Russell 2000 ETF486.21K2.35%-
Vanguard US Total Market Shares ETF446.49K2.15%119.90K
Vanguard Institutional Extnd Mkt Idx Tr221.09K1.07%1.04K
iShares Russell 2000 Value ETF181.59K0.88%-
Heartland Value Investor175.62K0.85%-
JHancock Regional Bank A168.26K0.81%-
Fidelity Small Cap Index166.26K0.81%7.79K
JENNISON SMALL/MID CAP EQUITY 3154.03K0.74%-21.84K
Jennison SMid Cap Core Equity151.87K0.74%-460.43K

Recent Insider Transactions

DateNameRoleActivityValue
Nov 03, 2025REEVES CHARLES N Chief Executive OfficerBuy$28.81K
Oct 31, 2025REEVES CHARLES N Chief Executive OfficerBuy$52.90K
Oct 30, 2025REEVES CHARLES N Chief Executive OfficerBuy$56.84K
Aug 13, 2025Hauschildt Jennifer Leigh-Buy$11.86K
Aug 13, 2025Hauschildt Jennifer Leigh-Buy$2.96K

Insider Transactions Trends

DateBuySell
2026 Q1--
2025 Q43-
2025 Q37-
2025 Q2--
2025 Q12-

MOFG Ownership FAQ

Who Owns MidWestOne Financial Group?

MidWestOne Financial Group shareholders are primarily institutional investors at 10.37%, followed by 2.84% insiders and 86.79% retail investors. The average institutional ownership in MidWestOne Financial Group's industry, Regional Banks Stocks, is 31.54%, which MidWestOne Financial Group falls below.

Who owns the most shares of MidWestOne Financial Group?

MidWestOne Financial Group’s largest shareholders are Midwestone financial group (4.05M shares, 19.60%), Blackrock (1.31M shares, 8.31%), and Wellington management group llp (1.35M shares, 6.51%). Together, they hold 34.42% of MidWestOne Financial Group’s total shares outstanding.

Does Blackrock own MidWestOne Financial Group?

Yes, BlackRock owns 8.31% of MidWestOne Financial Group, totaling 1.31M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 29.39M$. In the last quarter, BlackRock increased its holdings by 41.77K shares, a 3.30% change.

Who is MidWestOne Financial Group’s biggest shareholder by percentage of total assets invested?

Midwestone financial group is MidWestOne Financial Group’s biggest shareholder by percentage of total assets invested, with 17.34% of its assets in 4.05M MidWestOne Financial Group shares, valued at 156.1M$.

Who is the top mutual fund holder of MidWestOne Financial Group shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of MidWestOne Financial Group shares, with 2.39% of its total shares outstanding invested in 492.18K MidWestOne Financial Group shares.

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