MidWestOne Financial Group Ownership | Who Owns MidWestOne Financial Group?
MidWestOne Financial Group Ownership Summary
MidWestOne Financial Group is owned by 35.60% institutional investors, 2.79% insiders, and 61.61% 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 | 35.60% | 2.79% | 61.61% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Midwestone financial group | 4.06M | 19.49% | $114.75M |
| Blackrock | 1.31M | 8.31% | $29.39M |
| Jennison associates | 1.43M | 6.87% | $40.46M |
| Wellington management group llp | 1.35M | 6.51% | $38.32M |
| Blackrock funding, inc. /de | 1.29M | 6.18% | $36.42M |
| Vanguard group | 1.03M | 4.95% | $29.14M |
| Dimensional fund advisors lp | 797.70K | 3.83% | $22.57M |
| Fj capital management | 796.88K | 3.83% | $22.54M |
| Goldman sachs group | 584.20K | 2.81% | $16.53M |
| State street | 516.98K | 2.48% | $14.63M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Midwestone financial group | 4.06M | 13.94% | $114.75M |
| Jacobs asset management | 156.79K | 2.43% | $4.44M |
| Fj capital management | 796.88K | 2.41% | $22.54M |
| Mendon capital advisors | 150.00K | 1.63% | $4.24M |
| Maltese capital management | 363.40K | 1.56% | $10.28M |
| Sippican capital advisors | 65.56K | 1.23% | $1.85M |
| Stieven capital advisors | 155.60K | 0.83% | $4.40M |
| Pinnacle | 76.74K | 0.76% | $2.17M |
| Fourthstone | 120.00K | 0.61% | $3.39M |
| Heartland advisors | 175.62K | 0.26% | $4.97M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Adage capital partners gp | 168.64K | 0.01% | 168.64K |
| Wellington management group llp | 1.35M | 0.01% | 139.03K |
| Charles schwab investment management | 163.93K | 0.00% | 102.77K |
| Fourthstone | 120.00K | 0.61% | 88.64K |
| Two sigma investments, lp | 155.51K | 0.01% | 53.71K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.29M | 0.00% | -236.77K |
| Hotchkis & wiley capital management | - | - | -223.31K |
| Nuveen | 28.51K | 0.00% | -154.41K |
| Lsv asset management | - | - | -133.78K |
| Ejf capital | - | - | -115.21K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Verition fund management | 16.67K | 0.00% | 16.67K | $471.68K |
| Universal- beteiligungs- und servicegesellschaft mbh | 16.66K | 0.00% | 16.66K | $471.37K |
| Hrt financial lp | 14.83K | 0.00% | 14.83K | $419.00K |
| Susquehanna group, llp | 10.95K | - | 10.95K | $318.72K |
| Brandywine global investment management | 10.61K | 0.00% | 10.61K | $300.16K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | - |
| Sep 30, 2024 | 117 | 36.05% | 16,049,334 | 47.61% | 101 | 2.14% | 84 | 64.71% | 21 | -8.70% |
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 | 486.21K | 2.35% | - |
| Vanguard US Total Market Shares ETF | 446.49K | 2.15% | 119.90K |
| Goldman Sachs Small Cap Value A | 213.16K | 1.02% | 8.95K |
| Fidelity Small Cap Index | 204.11K | 0.99% | 11.87K |
| Vanguard Institutional Extnd Mkt Idx Tr | 204.38K | 0.98% | -87.38K |
| iShares Russell 2000 Value ETF | 181.59K | 0.88% | - |
| Heartland Value Investor | 175.62K | 0.85% | 35.00K |
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 |
|---|---|---|
| 2025 Q4 | 3 | - |
| 2025 Q3 | 7 | - |
| 2025 Q2 | - | - |
| 2025 Q1 | 2 | - |
| 2024 Q3 | 13 | - |
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