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Disclosery

MOFG MIDWESTONE FINANCIAL GROUP I

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COMMON STOCK (common)

126 managers (127 13F filers) reported a position in MOFG shares at 2025-06-30, 16,937,225 shares in all. 23 filers opened a position and 15 filers sold out during the quarter.

Managers
126
13F filers
127
New
23
Added
55
Reduced
24
Sold out
15
Shares held by filers
16,937,225

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.4,057,200$117M15.16%-2,58713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,524,222$43.9M<0.01%-42,67613F-HRTimelineGroup
JENNISON ASSOCIATES LLC1,395,623$40.2M0.02%+60,02613F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,215,494$35M0.01%+175,38713F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC1,015,037$29.2M<0.01%+87,42313F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP816,563$23.5M0.01%+4,93613F-HRTimelineGroup
FJ Capital Management LLC766,202$22M2.34%+18,74613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC558,617$16.1M<0.01%+26,89313F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC502,898$14.5M<0.01%+58,70913F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP483,026$13.9M<0.01%+139,27813F-HRTimelineGroup
MALTESE CAPITAL MANAGEMENT LLCin group MALTESE CAPITAL MANAGEMENT LLC344,101$9.9M1.39%013F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.251,944$7.25M<0.01%-44,20613F-HRTimeline
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC223,310$6.42M0.02%-3,98013F-HRTimeline
Nuveen, LLCin group TIAA182,920$5.26M<0.01%+119,69313F-HRTimelineGroup
Curi Capital, LLC167,032$4.81M0.09%+12,74813F-HRTimeline
MENDON CAPITAL ADVISORS CORP166,232$4.78M2.32%+11,94813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP162,478$4.67M<0.01%+3,48213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY152,886$4.4M<0.01%+67,00413F-HRTimelineGroup
JACOBS ASSET MANAGEMENT, LLC150,000$4.32M2.46%-50,00013F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding141,200$4.06M+42,406Timeline
HEARTLAND ADVISORS INC140,616$4.05M0.23%+30,52813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO138,212$3.98M<0.01%+76,96613F-HRTimelineGroup
Stieven Capital Advisors, L.P.130,400$3.75M0.73%+10013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…125,073$3.6M0.01%+31,86713F-HR/ATimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC124,338$3.58M0.08%+6,64713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources115,903$3.33M<0.01%+6,50013F-HRTimelineGroup
BASSWOOD CAPITAL MANAGEMENT, L.L.C.106,660$3.07M0.15%-433,06213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp94,366$2.71M<0.01%-1,03013F-HRTimelineGroup
Trexquant Investment LP86,717$2.49M0.03%+32,76513F-HRTimeline
Pinnacle Holdings, LLC76,828$2.21M0.8%+19313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP75,367$2.17M<0.01%+3,23013F-HRTimelineGroup
Empowered Funds, LLC75,078$2.16M0.02%+6,64713F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC68,677$1.98M<0.01%-19,93113F-HRTimelineGroup
Sippican Capital Advisors65,988$1.9M1.38%+20013F-HRTimeline
UBS Group AGin group UBS Group AG64,425$1.85M<0.01%+2,87913F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC62,378$1.79M<0.01%+20,59413F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC61,437$1.77M<0.01%+21,20913F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co61,157$1.76M<0.01%+4,96213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP59,755$1.72M<0.01%-5,11313F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …44,553$1.28M<0.01%-4,44313F-HRTimelineGroup
Fisher Asset Management, LLC41,897$1.21M<0.01%+10,82013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC41,600$1.2M<0.01%+11,90013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC39,629$1.14M<0.01%+5,42813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC39,393$1.13M<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN38,529$1.11M<0.01%+2,64113F-HRTimelineGroup
Dynamic Technology Lab Private Ltd37,343$1.07M0.15%new13F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC35,219$1.01M<0.01%-74,45713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,902$918K<0.01%+5,32013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/31,720$913K<0.01%+12,16313F-HRTimelineGroup
Fourthstone LLC31,360$902K0.18%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.30,485$877K<0.01%+84813F-HRTimelineGroup
Cresset Asset Management, LLC29,386$845K<0.01%-84,15413F-HR/ATimeline
Creative Planningin group Creative Planning26,640$766K<0.01%-2,03313F-HRTimelineGroup
RHUMBLINE ADVISERS26,265$756K<0.01%+1,20613F-HRTimeline
CHOREO, LLC26,071$750K0.01%-8713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC25,600$737K<0.01%+16,60013F-HRTimeline
Y-Intercept (Hong Kong) Ltd24,863$715K0.02%new13F-HRTimeline
Numerai GP LLC22,250$640K0.09%-12,24613F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO21,431$617K<0.01%-1,95213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,316$584K<0.01%new13F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP18,107$521K0.04%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC17,923$516K<0.01%+3,55213F-HRTimelineGroup
Rafferty Asset Management, LLC15,089$434K<0.01%new13F-HRTimeline
Quantinno Capital Management LP13,714$395K<0.01%+2,68413F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC13,117$377K<0.01%new13F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…12,778$368K<0.01%+1,68713F-HRTimelineGroup
Clarius Group, LLC11,503$331K0.02%new13F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…11,103$319K<0.01%-27913F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd10,662$307K0.01%new13F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/10,259$296K<0.01%+1,97113F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC9,915$285K<0.01%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…9,345$269K<0.01%013F-HRTimelineGroup
IEQ CAPITAL, LLC9,014$259K<0.01%new13F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…9,000$259K0.09%013F-HRTimeline
SG Americas Securities, LLC8,488$244K<0.01%+1,13613F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …8,362$241K<0.01%new13F-HRTimelineGroup
Quantbot Technologies LP7,915$228K0.01%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\7,726$222K<0.01%-1,70713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,169$177K<0.01%-2,51713F-HR/ATimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co5,920$170K0.01%+9513F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND5,820$167K<0.01%013F-HR/ATimeline
FMR LLCin group FMR LLC4,318$124K<0.01%+2,55513F-HRTimelineGroup
Police & Firemen's Retirement System of…3,970$114K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,524$101K<0.01%+2,61313F-HRTimelineGroup
AlphaQuest LLC3,490$100K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,415$98.2K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,175$91K<0.01%+2,23813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,999$57.5K<0.01%-9,99113F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,945$56K<0.01%013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc1,840$52.9K<0.01%+24813F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co1,532$44K<0.01%+24213F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…1,398$40.2K<0.01%013F-HRTimeline
NewEdge Advisors, LLC848$24.4K<0.01%013F-HRTimeline
COMERICA BANK720$20.7K<0.01%new13F-HRTimeline
Rise Advisors, LLC646$18.6K0.01%013F-HRTimeline
AMALGAMATED BANK642$18K<0.01%013F-HRTimeline
Versant Capital Management, Inc589$16.9K<0.01%013F-HRTimeline
Sterling Capital Management LLC554$15.9K<0.01%+22013F-HR/ATimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.542$15.6K<0.01%new13F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC411$11.8K<0.01%+38513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…402$11.6K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC365$10.5K<0.01%+16413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\340$9.78K<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC300$8.63K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.210$6.04K<0.01%new13F-HR/ATimelineGroup
RMG Wealth Management LLC200$5.98K<0.01%13F-HRTimeline
Allworth Financial LP187$5.38K<0.01%+13313F-HRTimeline
Larson Financial Group LLC145$4.17K<0.01%new13F-HRTimeline
GAMMA Investing LLC144$4.14K<0.01%-59313F-HRTimeline
IFP Advisors, Inc37$3.42K<0.01%new13F-HRTimeline
Essential Partners LLC118$3.4K<0.01%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…76$2.19K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC71$2.04K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC65$1.87K<0.01%+1513F-HRTimeline
Geneos Wealth Management Inc.64$1.84K<0.01%013F-HRTimeline
MAI Capital Management54$1.55K<0.01%new13F-HRTimeline
Arax Advisory Partners36$1.04K<0.01%-5813F-HRTimeline
True Wealth Design, LLC26$749<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC24$690<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB18$518<0.01%013F-HRTimeline
Smartleaf Asset Management LLC17$489<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…14$403<0.01%013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$29<0.01%-1613F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC12$00%013F-HRTimelineGroupValue 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.
Covestor Ltd0$00%-413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.