MidWestOne Financial Group Ownership | Who Owns MidWestOne Financial Group?

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MidWestOne Financial Group Ownership Summary

MidWestOne Financial Group is owned by 101.76% institutional investors, 6.62% insiders. Midwestone financial group is the largest institutional shareholder, holding 26.70% of MOFG shares. iShares Russell 2000 ETF is the top mutual fund, with 2.30% of its assets in MidWestOne Financial Group shares.

MOFG Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	MidWestOne Financial Group	101.76%	6.62%	-8.38%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Midwestone financial group	4.20M	26.70%	$94.40M
Blackrock	1.31M	8.31%	$29.39M
Cresset asset management	749.64K	4.77%	$16.86M
Dimensional fund advisors lp	707.07K	4.50%	$15.90M
Vanguard group	591.71K	3.76%	$13.31M
Manufacturers life insurance company, the	353.78K	2.25%	$7.96M
Geode capital management	325.89K	2.07%	$7.33M
State street	284.26K	1.81%	$6.39M
Wellington management group llp	191.45K	1.22%	$4.31M
Lsv asset management	151.08K	0.96%	$3.40M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Midwestone financial group	4.20M	17.02%	$94.40M
Sippican capital advisors	65.13K	1.16%	$1.46M
Pinnacle	81.82K	0.75%	$1.84M
Fj capital management	136.09K	0.32%	$3.06M
Fourthstone	25.10K	0.18%	$564.50K
Investment advisory services inc /tx /adv	9.00K	0.07%	$202.41K
Cresset asset management	749.64K	0.07%	$16.86M
Bridgeway capital management	106.43K	0.06%	$2.39M
Empowered funds	57.17K	0.02%	$1.29M
Martingale asset management l p	29.33K	0.01%	$659.72K

Top Buyers

Holder	Shares	% Assets	Change
Wellington management group llp	191.45K	0.00%	43.34K
Midwestone financial group	4.20M	17.02%	43.17K
Blackrock	1.31M	0.00%	41.77K
Millennium management	30.41K	0.00%	30.41K
Choreo	26.30K	0.01%	26.30K

Top Sellers

Holder	Shares	% Assets	Change
Cresset asset management	749.64K	0.07%	-139.99K
State street	284.26K	0.00%	-39.63K
Vanguard group	591.71K	0.00%	-39.52K
Swiss national bank	-	-	-29.40K
Jpmorgan chase	28.08K	0.00%	-22.95K

New Positions

Holder	Shares	% Assets	Change	Value
Millennium management	30.41K	0.00%	30.41K	$683.83K
Choreo	26.30K	0.01%	26.30K	$583.62K
Jane street group	21.62K	0.00%	21.62K	$486.32K
Hsbc	14.84K	0.00%	14.84K	$329.36K
Susquehanna group, llp	14.10K	0.00%	14.10K	$317.11K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-1.00
Covestor	-24.00
Quadrant capital group	-127.00
Innealta capital	-841.00
Metropolitan life insurance co/ny	-890.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2024	78	-3.70%	10,826,858	5.09%	68	1.60%	25	-32.43%	31	-
Dec 31, 2023	81	-	10,302,881	1.53%	65	1.57%	37	-2.63%	31	14.81%
Sep 30, 2023	81	1.25%	10,147,582	-0.90%	64	1.51%	38	-7.32%	27	3.85%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Russell 2000 ETF	478.62K	2.30%	-994.00
Vanguard Total Stock Mkt Idx Inv	446.49K	2.15%	-
PGIM Jennison Small Company A	337.95K	1.63%	19.45K
Jennison SMid Cap Core Equity	318.51K	1.53%	318.51K
Vanguard Institutional Extnd Mkt Idx Tr	183.13K	0.88%	-1.50K
JHancock Regional Bank A	173.46K	0.83%	-1.75K
iShares Russell 2000 Value ETF	160.08K	0.77%	206.00
DFA US Small Cap Value I	156.08K	0.75%	8.27K
RMB Mendon Financial Services A	154.28K	0.74%	154.28K
Fidelity Small Cap Index	147.54K	0.71%	-442.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 30, 2024	Hayek Matthew J	-	Buy	$50.00K
Sep 30, 2024	GREEFF DOUGLAS H	-	Buy	$100.00K
Sep 30, 2024	Sims Gary L	SVP & Chief Credit Officer	Buy	$50.00K
Sep 30, 2024	McCormick Tracy S	-	Buy	$50.00K
Sep 30, 2024	ALBERT LARRY D	-	Buy	$15.00K

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	13	-
2024 Q2	3	15
2024 Q1	1	-
2023 Q4	1	-
2023 Q3	-	-

MOFG Ownership FAQ

Who Owns MidWestOne Financial Group?

MidWestOne Financial Group shareholders are primarily institutional investors at 101.76%, followed by 6.62% insiders and -8.38% retail investors. The average institutional ownership in MidWestOne Financial Group's industry, Regional Banks Stocks, is 51.67%, which MidWestOne Financial Group exceeds.

Who owns the most shares of MidWestOne Financial Group?

MidWestOne Financial Group’s largest shareholders are Midwestone financial group (4.2M shares, 26.70%), Blackrock (1.31M shares, 8.31%), and Cresset asset management (749.64K shares, 4.77%). Together, they hold 39.78% 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 17.02% of its assets in 4.2M MidWestOne Financial Group shares, valued at 94.4M$.

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

iShares Russell 2000 ETF is the top mutual fund holder of MidWestOne Financial Group shares, with 2.30% of its total shares outstanding invested in 478.62K MidWestOne Financial Group shares.

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