MidWestOne Financial Group, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MIDWESTONE FINANCIAL GROUP, INC. | 11/06/2025 | 4.06 M | $114.75 M | -0.03% | 19.49% |
| JENNISON ASSOCIATES LLC | 10/30/2025 | 1.43 M | $40.46 M | 2.46% | 6.87% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 1.35 M | $38.32 M | 11.44% | 6.51% |
| BLACKROCK, INC. | 11/12/2025 | 1.29 M | $36.42 M | -15.53% | 6.18% |
| VANGUARD GROUP INC | 11/07/2025 | 1.03 M | $29.14 M | 1.48% | 4.95% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 797.70 K | $22.57 M | -2.31% | 3.83% |
| FJ CAPITAL MANAGEMENT LLC | 11/14/2025 | 796.88 K | $22.54 M | 4.00% | 3.83% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 584.20 K | $16.53 M | 4.58% | 2.81% |
| STATE STREET CORP | 11/14/2025 | 516.98 K | $14.63 M | 7.03% | 2.48% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 470.39 K | $13.31 M | -6.46% | 2.26% |
| MALTESE CAPITAL MANAGEMENT LLC | 11/14/2025 | 363.40 K | $10.28 M | 5.61% | 1.75% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 251.62 K | $7.12 M | -0.13% | 1.21% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 197.52 K | $5.59 M | 187.61% | 0.95% |
| HEARTLAND ADVISORS INC | 11/07/2025 | 175.62 K | $4.97 M | 24.89% | 0.84% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 11/14/2025 | 168.64 K | $4.77 M | 100.00% | 0.81% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 163.93 K | $4.64 M | 168.05% | 0.79% |
| JACOBS ASSET MANAGEMENT, LLC | 11/13/2025 | 156.79 K | $4.44 M | 4.52% | 0.75% |
| STIEVEN CAPITAL ADVISORS, L.P. | 11/13/2025 | 155.60 K | $4.40 M | 19.33% | 0.75% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 155.51 K | $4.40 M | 52.76% | 0.75% |
| MORGAN STANLEY | 11/14/2025 | 153.43 K | $4.34 M | 0.35% | 0.74% |
| RMB CAPITAL MANAGEMENT, LLC | 11/13/2025 | 150.80 K | $4.27 M | -9.72% | 0.72% |
| MENDON CAPITAL ADVISORS CORP | 11/14/2025 | 150.00 K | $4.24 M | -9.76% | 0.72% |
| NORTHERN TRUST CORP | 11/14/2025 | 145.20 K | $4.11 M | -10.63% | 0.70% |
| JPMORGAN CHASE & CO | 11/26/2025 | 141.67 K | $4.01 M | 2.50% | 0.68% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 133.92 K | $3.79 M | 7.71% | 0.64% |
| FOURTHSTONE LLC | 11/14/2025 | 120.00 K | $3.39 M | 282.65% | 0.58% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/04/2025 | 119.31 K | $3.38 M | -4.61% | 0.57% |
| CRESSET ASSET MANAGEMENT, LLC | 11/12/2025 | 113.39 K | $3.21 M | 0.00% | 0.54% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 11/14/2025 | 106.66 K | $3.02 M | 0.00% | 0.51% |
| UBS GROUP AG | 11/13/2025 | 101.62 K | $2.87 M | 57.74% | 0.49% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 91.60 K | $2.59 M | -20.97% | 0.44% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 87.56 K | $2.48 M | -7.22% | 0.42% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 84.66 K | $2.40 M | 12.77% | 0.41% |
| PINNACLE HOLDINGS, LLC | 11/12/2025 | 76.74 K | $2.17 M | -0.11% | 0.37% |
| SIPPICAN CAPITAL ADVISORS | 10/27/2025 | 65.56 K | $1.85 M | -0.64% | 0.32% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 61.74 K | $1.75 M | 3.31% | 0.30% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 51.60 K | $1.46 M | 30.96% | 0.25% |
| SQUAREPOINT OPS LLC | 11/14/2025 | 50.07 K | $1.42 M | 100.00% | 0.24% |
| BARCLAYS PLC | 11/12/2025 | 48.65 K | $1.38 M | -22.01% | 0.23% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 47.11 K | $1.33 M | -23.32% | 0.23% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 44.55 K | $1.26 M | 0.00% | 0.21% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 44.05 K | $1.25 M | -49.20% | 0.21% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2025 | 41.90 K | $1.19 M | 0.00% | 0.20% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 38.83 K | $1.10 M | 10.26% | 0.19% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 38.63 K | $1.09 M | 21.77% | 0.19% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 38.04 K | $1.08 M | -1.26% | 0.18% |
| NUMERAI GP LLC | 11/14/2025 | 38.03 K | $1.08 M | 70.93% | 0.18% |
| JANE STREET GROUP, LLC | 11/14/2025 | 36.22 K | $1.02 M | -8.06% | 0.17% |
| INVESCO LTD. | 11/13/2025 | 30.22 K | $854.81 K | -0.88% | 0.15% |
| NUVEEN, LLC | 11/12/2025 | 28.51 K | $806.46 K | -84.42% | 0.14% |
MidWestOne Financial Group, Inc. institutional Ownership - FAQ's
During the previous two years, 162 institutional investors and hedge funds held shares of MidWestOne Financial Group, Inc.. The most heavily invested institutionals were:
MidWestOne Financial Group, Inc.: 4.06 M
JENNISON ASSOCIATES LLC: 1.43 M
WELLINGTON MANAGEMENT GROUP LLP: 1.35 M
BlackRock, Inc.: 1.29 M
VANGUARD GROUP INC: 1.03 M
DIMENSIONAL FUND ADVISORS LP: 797,702
81.86% of MidWestOne Financial Group, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 19.70 M shares in the last 24 months. This purchase volume represents approximately $804.16 M in transactions.