MidWestOne Financial Group, Inc. - Common Stock (MOFG) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
MOFG on Nasdaq
Shares outstanding
20,887,800
Price per share
$38.07
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
13,067,588
Total reported value
$503,139,707
% of total 13F portfolios
0%
Share change
-418,958
Value change
-$11,131,525
Number of holders
97
Price from insider filings
$38.07
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of MidWestOne Financial Group, Inc. - Common Stock (MOFG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 6.6% $39,021,079 1,371,085 BlackRock, Inc. 31 Mar 2025
PRUDENTIAL FINANCIAL INC 2.5% -57% $19,879,964 -$31,981,922 522,195 -62% PRUDENTIAL FINANCIAL INC 31 Dec 2025
JENNISON ASSOCIATES LLC 2.5% -65% $19,941,460 -$31,479,024 517,960 -61% Jennison Associates LLC 31 Dec 2025
WELLINGTON MANAGEMENT GROUP LLP 1.7% -69% $13,511,348 -$38,055,495 354,908 -74% Wellington Management Group LLP 31 Dec 2025

As of 31 Dec 2025, 97 institutional investors reported holding 13,067,588 shares of MidWestOne Financial Group, Inc. - Common Stock (MOFG). This represents 63% of the company’s total 20,887,800 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of MidWestOne Financial Group, Inc. - Common Stock (MOFG) together control 59% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MIdWestOne Financial Group, Inc. 19% 4,054,459 -0.04% 17% $156,096,671
BlackRock, Inc. 6.4% 1,341,425 +4.2% 0% $51,644,867
VANGUARD GROUP INC 4.7% 988,733 -4% 0% $38,066,221
FJ Capital Management LLC 3.8% 797,816 +0.12% 3.4% $30,715,916
DIMENSIONAL FUND ADVISORS LP 2.9% 612,588 -23% 0% $23,584,587
GOLDMAN SACHS GROUP INC 2.6% 544,846 -6.7% 0% $20,976,571
JENNISON ASSOCIATES LLC 2.5% 517,960 -64% 0.01% $19,941,465
STATE STREET CORP 2.5% 516,188 -0.15% 0% $19,873,238
GEODE CAPITAL MANAGEMENT, LLC 2.2% 454,812 -3.3% 0% $17,515,468
CITIGROUP INC 1.6% 324,021 +2317% 0.01% $12,474,809
Glazer Capital, LLC 1.2% 249,888 0.25% $9,621,000
Stieven Capital Advisors, L.P. 0.98% 205,200 +32% 1.5% $7,900,200
OMERS ADMINISTRATION Corp 0.85% 177,700 0.05% $6,841,450
HEARTLAND ADVISORS INC 0.84% 175,616 0% 0.36% $6,761,216
ABC ARBITRAGE SA 0.8% 166,401 0.6% $6,406,439
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.77% 161,420 -1.5% 0% $6,214,670
JPMORGAN CHASE & CO 0.57% 119,067 -16% 0% $4,584,081
JANE STREET GROUP, LLC 0.56% 117,415 +224% 0.01% $4,520,478
AMERICAN CENTURY COMPANIES INC 0.52% 108,269 +179% 0% $4,168,357
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 0.51% 106,660 0% 0.18% $4,106,410
FRANKLIN RESOURCES INC 0.48% 100,955 +10% 0% $3,886,768
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.48% 100,289 +125% 0% $3,861,127
Squarepoint Ops LLC 0.48% 99,653 +99% 0.01% $3,836,641
MORGAN STANLEY 0.45% 93,054 -39% 0% $3,582,591
Nuveen, LLC 0.44% 92,037 +223% 0% $3,543,425

Institutional Holders of MidWestOne Financial Group, Inc. - Common Stock (MOFG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 13,067,588 $503,139,707 -$11,131,525 $38.50 97
2025 Q3 16,955,142 $479,655,194 +$261,915 $28.29 121
2025 Q2 17,021,042 $489,696,429 +$11,137,048 $28.77 121
2025 Q1 16,635,222 $492,552,927 +$1,372,724 $29.61 113
2024 Q4 16,565,229 $482,378,157 +$15,073,058 $29.12 116
2024 Q3 16,049,334 $457,850,079 +$146,276,537 $28.53 117
2024 Q2 10,873,420 $244,530,232 +$1,214,937 $22.49 85
2024 Q1 10,827,558 $253,796,208 +$11,824,737 $23.44 79
2023 Q4 10,302,881 $277,250,432 +$4,411,067 $26.91 81
2023 Q3 10,146,847 $205,719,216 -$1,271,317 $20.33 80
2023 Q2 10,239,346 $218,887,565 -$1,057,112 $21.37 80
2023 Q1 10,228,657 $249,737,466 -$2,762,834 $24.42 85
2022 Q4 9,940,656 $315,612,455 +$2,072,123 $31.75 93
2022 Q3 10,335,420 $282,005,816 -$17,773,757 $27.29 83
2022 Q2 10,455,985 $310,732,574 +$18,392,997 $29.72 86
2022 Q1 10,290,829 $340,602,153 +$2,968,880 $33.10 88
2021 Q4 10,204,656 $330,268,213 -$1,720,786 $32.37 90
2021 Q3 10,254,365 $309,176,982 +$5,778,152 $30.16 83
2021 Q2 10,066,373 $289,610,348 -$3,648,651 $28.77 76
2021 Q1 10,172,578 $315,040,682 -$544,301 $30.97 85
2020 Q4 10,189,188 $249,639,285 +$25,877,476 $24.50 77
2020 Q3 9,126,746 $163,103,218 -$34,106,083 $17.87 82
2020 Q2 11,010,858 $220,168,840 +$25,786,262 $20.00 88
2020 Q1 9,711,315 $203,355,316 -$40,852,663 $20.94 87
2019 Q4 11,573,072 $419,295,490 +$98,624,552 $36.23 89
2019 Q3 8,903,207 $271,716,991 +$1,001,510 $30.52 88
2019 Q2 8,873,633 $248,113,206 +$2,920,267 $27.96 81
2019 Q1 5,513,573 $150,245,960 -$1,086,249 $27.25 83
2018 Q4 5,555,197 $137,930,410 -$1,896,808 $24.83 75
2018 Q3 5,612,959 $186,968,463 +$840,761 $33.31 80
2018 Q2 5,583,171 $188,605,331 -$490,856 $33.78 81
2018 Q1 5,599,895 $186,029,050 +$440,521 $33.29 80
2017 Q4 5,608,332 $188,072,750 -$2,391,312 $33.53 77
2017 Q3 5,671,573 $191,489,353 +$13,356 $33.76 81
2017 Q2 5,669,208 $192,124,753 +$6,514,381 $33.89 75
2017 Q1 5,471,936 $187,629,369 +$98,924,212 $34.29 79
2016 Q4 2,972,341 $111,757,848 +$13,694,391 $37.60 63
2016 Q3 2,501,066 $75,954,094 +$4,467,708 $30.37 52
2016 Q2 2,357,489 $67,328,989 +$2,467,852 $28.56 52
2016 Q1 2,278,359 $62,542,766 -$15,063 $27.45 50
2015 Q4 2,278,051 $69,274,828 -$1,480,806 $30.41 48
2015 Q3 2,329,599 $68,163,227 +$4,409,363 $29.26 50
2015 Q2 2,175,052 $71,444,827 +$9,945,033 $32.92 57
2015 Q1 1,868,751 $53,857,968 +$630,494 $28.83 51
2014 Q4 1,847,433 $53,206,942 +$408,410 $28.81 48
2014 Q3 1,836,062 $42,250,599 -$891,313 $23.01 49
2014 Q2 1,874,149 $44,958,051 -$4,677,243 $23.99 49
2014 Q1 2,066,105 $52,145,617 +$869,529 $25.24 49