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Disclosery

MOFG MIDWESTONE FINANCIAL GROUP I

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COMMON STOCK (common)

116 managers (117 13F filers) reported a position in MOFG shares at 2025-03-31, 16,635,273 shares in all. 12 filers opened a position and 14 filers sold out during the quarter.

Managers
116
13F filers
117
New
12
Added
44
Reduced
38
Sold out
14
Shares held by filers
16,635,273

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MIdWestOne Financial Group, Inc.4,059,787$120M17.07%-33,40513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,566,898$46.4M<0.01%-20,63213F-HRTimelineGroup
JENNISON ASSOCIATES LLC1,335,597$39.5M0.03%+509,96513F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,040,107$30.8M0.01%-6,34413F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC927,614$27.5M<0.01%+31,34013F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP811,627$24M0.01%+12,43213F-HRTimelineGroup
FJ Capital Management LLC747,456$22.1M2.29%+138,95913F-HRTimeline
BASSWOOD CAPITAL MANAGEMENT, L.L.C.539,722$16M0.9%+14,91913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC531,724$15.7M<0.01%+76,36813F-HR/ATimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC444,189$13.2M<0.01%+11,01013F-HRTimelineGroup
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC344,101$10.2M1.66%+1,50013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP343,748$10.2M<0.01%+21,45313F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.296,150$8.77M<0.01%-11,84013F-HRTimeline
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC227,290$6.73M0.02%-10,08013F-HRTimeline
JACOBS ASSET MANAGEMENT, LLC200,000$5.92M3.75%-37,50013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP158,996$4.71M<0.01%-6,27813F-HRTimelineGroup
MENDON CAPITAL ADVISORS CORP154,284$4.57M2.12%013F-HRTimeline
Curi Capital, LLC154,284$4.57M0.11%013F-HRTimeline
Stieven Capital Advisors, L.P.130,300$3.86M0.75%+30013F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC117,691$3.48M0.09%+5,29413F-HRTimeline
EJF Capital LP115,207$3.41M2.16%+7,42913F-HRTimeline
Cresset Asset Management, LLC113,540$3.36M0.02%-66,38713F-HRTimeline
HEARTLAND ADVISORS INC110,088$3.26M0.19%+10,08813F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC109,676$3.25M<0.01%-56,81813F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources109,403$3.24M<0.01%+38,41513F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding98,794$2.93M+92Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp95,396$2.82M<0.01%+6,92613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…93,206$2.76M0.01%-2,20513F-HR/ATimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC88,608$2.62M<0.01%-22,36913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY85,882$2.54M<0.01%-26,16813F-HRTimelineGroup
Pinnacle Holdings, LLC76,635$2.27M0.86%-35313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP72,137$2.14M<0.01%-90613F-HRTimelineGroup
Empowered Funds, LLC68,431$2.03M0.03%+5,29413F-HRTimeline
Sippican Capital Advisors65,788$1.95M1.47%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP64,868$1.92M<0.01%-2,57113F-HRTimelineGroup
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…63,273$1.87M<0.01%+24,18813F-HRTimelineGroup
Nuveen, LLCin group TIAA63,227$1.87M<0.01%13F-HRTimelineGroup
UBS Group AGin group UBS Group AG61,546$1.82M<0.01%+36,63013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO61,246$1.81M<0.01%-15,90413F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co56,195$1.66M<0.01%-79213F-HR/ATimelineGroup
Trexquant Investment LP53,952$1.6M0.02%+5,57913F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …48,996$1.45M<0.01%-43,10813F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC41,784$1.24M<0.01%-9,41413F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC40,228$1.19M<0.01%+28,47313F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC36,907$1.09M0.03%-44,92013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN35,888$1.06M<0.01%+61213F-HRTimelineGroup
Numerai GP LLC34,496$1.02M0.19%+23,09113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC34,201$1.01M<0.01%-21613F-HRTimelineGroup
Fisher Asset Management, LLC31,077$920K<0.01%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC29,700$879K<0.01%013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.29,637$878K<0.01%+5,38113F-HRTimelineGroup
Creative Planningin group Creative Planning28,673$849K<0.01%+4,95213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,582$787K<0.01%+15,63713F-HRTimelineGroup
CHOREO, LLC26,158$775K0.01%+14213F-HRTimeline
RHUMBLINE ADVISERS25,059$742K<0.01%-61613F-HR/ATimeline
EMERALD MUTUAL FUND ADVISERS TRUSTin group EMERALD ADVISERS, LLC25,000$740K0.05%013F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO23,383$692K<0.01%+3,71113F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,557$579K<0.01%-5,26113F-HRTimelineGroup
Interval Partners, LP16,319$483K0.02%-17,81813F-HRTimeline
Connor, Clark & Lunn Investment Managem…14,577$432K<0.01%-58313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC14,371$426K<0.01%-1,07413F-HRTimelineGroup
Polymer Capital Management (US) LLC13,397$397K0.12%+5,77113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS11,990$355K<0.01%+8,13813F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…11,382$337K<0.01%+84113F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…11,091$328K<0.01%013F-HRTimelineGroup
Quantinno Capital Management LP11,030$327K<0.01%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC10,310$305K<0.01%new13F-HR/ATimelineGroup
INTECH INVESTMENT MANAGEMENT LLC9,915$294K<0.01%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\9,433$279K<0.01%-1,91613F-HRTimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.9,407$279K<0.01%+16313F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…9,345$277K<0.01%new13F-HRTimelineGroup
INVESTMENT ADVISORY SERVICES INC /TX /A…9,000$266K0.1%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC9,000$266K<0.01%-13,40013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,686$257K<0.01%-2,58913F-HR/ATimelineGroup
Apella Capital, LLC9,216$253K0.01%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/8,288$246K<0.01%+1,06313F-HRTimeline
SG Americas Securities, LLC7,352$218K<0.01%-37113F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co5,825$172K0.01%013F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND5,820$172K<0.01%+1,80013F-HR/ATimeline
Police & Firemen's Retirement System of…3,970$118K<0.01%013F-HRTimeline
AlphaQuest LLC3,490$103K0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,945$57.6K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1,763$52.2K<0.01%-2013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc1,592$47.1K<0.01%+22813F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…1,398$41.4K<0.01%013F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co1,290$38K<0.01%+16013F-HRTimelineGroup
CWM, LLCin group CWM, LLC937$28K<0.01%+1113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…911$27K<0.01%+37513F-HRTimelineGroup
NewEdge Advisors, LLC848$25.1K<0.01%013F-HRTimeline
GAMMA Investing LLC737$21.8K<0.01%+60713F-HR/ATimeline
QUADRANT CAPITAL GROUP LLC684$20.3K<0.01%+66213F-HRTimeline
Rise Advisors, LLC646$19.1K0.01%new13F-HRTimeline
AMALGAMATED BANK642$19K<0.01%+15213F-HRTimeline
Versant Capital Management, Inc589$17.4K<0.01%-7013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\340$10.1K<0.01%-1713F-HRTimelineGroup
Sterling Capital Management LLC334$9.89K<0.01%-25213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC301$8.91K<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC300$8.88K<0.01%13F-HRTimeline
SIGNATUREFD, LLC201$5.95K<0.01%013F-HRTimeline
Parallel Advisors, LLC107$3.17K<0.01%+9713F-HRTimeline
Arax Advisory Partners94$2.78K<0.01%+5813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…76$2.25K<0.01%-18813F-HRTimelineGroup
Geneos Wealth Management Inc.64$1.9K<0.01%new13F-HRTimeline
Allworth Financial LP54$1.54K<0.01%-3413F-HRTimeline
ROTHSCHILD INVESTMENT LLC50$1.48K<0.01%+2513F-HRTimeline
NISA INVESTMENT ADVISORS, LLC26$770<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC24$711<0.01%013F-HRTimeline
Parkside Financial Bank & Trust20$593<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB18$533<0.01%013F-HRTimeline
Smartleaf Asset Management LLC17$505<0.01%-5913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK17$504<0.01%013F-HRTimelineGroup
Stephens Consulting, LLC15$445<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…14$415<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC12$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios.
Covestor Ltd4$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.