MidWestOne Financial Group Ownership | Who Owns MidWestOne Financial Group?
MidWestOne Financial Group Ownership Summary
MidWestOne Financial Group is owned by 56.43% institutional investors, 6.69% insiders, and 36.87% retail investors. Midwestone financial group is the largest institutional shareholder, holding 26.70% of MOFG shares. Jennison SMid Cap Core Equity is the top mutual fund, with 2.86% of its assets in MidWestOne Financial Group shares.
MOFG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | MidWestOne Financial Group | 56.43% | 6.69% | 36.87% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
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 |
| Blackrock funding, inc. /de | 1.59M | 7.64% | $46.23M |
| Wellington management group llp | 1.05M | 5.04% | $30.47M |
| Cresset asset management | 749.64K | 4.77% | $16.86M |
| Vanguard group | 896.27K | 4.31% | $26.10M |
| Jennison associates | 825.63K | 3.97% | $24.04M |
| Dimensional fund advisors lp | 799.20K | 3.85% | $23.27M |
| Fj capital management | 608.50K | 2.93% | $17.72M |
| Basswood capital management | 524.80K | 2.53% | $15.28M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Midwestone financial group | 4.20M | 17.02% | $94.40M |
| Mendon capital advisors | 154.28K | 2.21% | $4.49M |
| Ejf capital | 107.78K | 2.15% | $3.14M |
| Fj capital management | 608.50K | 2.06% | $17.72M |
| Maltese capital management | 342.60K | 1.52% | $9.98M |
| Sippican capital advisors | 65.79K | 1.40% | $1.92M |
| Basswood capital management | 524.80K | 0.89% | $15.28M |
| Pinnacle | 76.99K | 0.85% | $2.24M |
| Stieven capital advisors | 130.00K | 0.67% | $3.79M |
| Heartland advisors | 100.00K | 0.16% | $2.91M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Basswood capital management | 524.80K | 0.89% | 276.16K |
| Blackrock funding, inc. /de | 1.59M | 0.00% | 265.70K |
| Wellington management group llp | 1.05M | 0.01% | 246.12K |
| Vanguard group | 896.27K | 0.00% | 158.90K |
| Geode capital management | 433.18K | 0.00% | 97.50K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cresset asset management | 749.64K | 0.07% | -139.99K |
| Adage capital partners gp | 39.09K | 0.00% | -110.92K |
| Fourthstone | - | - | -100.10K |
| Alyeska investment group | - | - | -100.00K |
| Stieven capital advisors | 130.00K | 0.67% | -70.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 34.42K | 0.00% | 34.42K | $1.00M |
| Choreo | 26.30K | 0.01% | 26.30K | $583.62K |
| Creative planning | 23.72K | 0.00% | 23.72K | $690.75K |
| Proficio capital partners | 17.79K | 0.00% | 17.79K | $17.79K |
| Numerai gp | 11.40K | 0.09% | 11.40K | $332.11K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Covestor | -24.00 |
| Capital performance advisors llp | -27.00 |
| Simplex trading | -200.00 |
| Picton mahoney asset management | -730.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Jennison SMid Cap Core Equity | 596.26K | 2.86% | 258.30K |
| iShares Russell 2000 ETF | 543.92K | 2.61% | -4.73K |
| Vanguard Total Stock Mkt Idx Inv | 494.50K | 2.38% | 31.52K |
| Vanguard US Total Market Shares ETF | 446.49K | 2.15% | 119.90K |
| PGIM Jennison Small Company A | 337.95K | 1.63% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 320.03K | 1.54% | 647.00 |
| Fidelity Small Cap Index | 177.04K | 0.85% | -3.31K |
| JENNISON SMALL/MID CAP EQUITY 3 | 175.87K | 0.84% | 79.95K |
| iShares Russell 2000 Value ETF | 172.41K | 0.83% | - |
| JHancock Regional Bank A | 168.26K | 0.81% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 10, 2025 | REEVES CHARLES N | Chief Executive Officer | Buy | $49.95K |
| Mar 06, 2025 | Hauschildt Jennifer Leigh | - | Buy | $14.99K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 2 | - |
| 2024 Q3 | 13 | - |
| 2024 Q2 | 3 | 15 |
| 2024 Q1 | 1 | - |
| 2023 Q4 | 1 | - |
MOFG Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools