Vault-13

MIDWESTONE FINL GROUP INC NE MOFG

COM · Common Stock · CUSIP 598511103

145 institutional holders +21 vs Q3 2025
17,269,67117.3m shares reported held*
$664.9mreported value*
39 new 35 added 49 reduced 21 sold out net bought ≈ $6.0m (+155.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($364.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $38.50. Options: 1 managers hold calls ($388.9k notional), 0 hold puts (—).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 89Q4 22: 96Q1 23: 88Q2 23: 82Q3 23: 83Q4 23: 83Q1 24: 82Q2 24: 88Q3 24: 120Q4 24: 119Q1 25: 117Q2 25: 127Q3 25: 124Q4 25: 145145Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 202289
Q4 202296
Q1 202388
Q2 202382
Q3 202383
Q4 202383
Q1 202482
Q2 202488
Q3 2024120
Q4 2024119
Q1 2025117
Q2 2025127
Q3 2025124
Q4 2025145

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 24: 27 bought or addedQ1 24: 36 cut or sold outQ2 24: 46 bought or addedQ2 24: 33 cut or sold outQ2 24Q3 24: 81 bought or addedQ3 24: 28 cut or sold outQ4 24: 75 bought or addedQ4 24: 46 cut or sold outQ4 24Q1 25: 55 bought or addedQ1 25: 51 cut or sold outQ2 25: 79 bought or addedQ2 25: 39 cut or sold outQ2 25Q3 25: 55 bought or addedQ3 25: 59 cut or sold outQ4 25: 74 bought or addedQ4 25: 70 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20242736
Q2 20244633
Q3 20248128
Q4 20247546
Q1 20255551
Q2 20257939
Q3 20255559
Q4 20257470

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300k$400kQ1 25 calls: $0Q1 25 puts: $0Q1 25P/C —Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $388.9kQ4 25 puts: $0Q4 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2025$0$0—
Q2 2025$0$0—
Q3 2025$0$0—
Q4 2025$388.9k$00.00

Biggest buyers

Magnetar Financial LLC New +563,016+563.0k
Qube Research & Technologies Ltd New +435,549+435.5k
CITIGROUP INC Added +310,616+310.6k
ALLIANCEBERNSTEIN L.P. Added +270,851+270.9k
GLAZER CAPITAL, LLC New +249,888+249.9k
AQR Arbitrage LLC New +206,184+206.2k
OMERS ADMINISTRATION Corp New +177,700+177.7k
D. E. Shaw & Co., Inc. New +175,290+175.3k
Polar Asset Management Partners Inc. New +169,424+169.4k
ABC ARBITRAGE SA New +166,401+166.4k

Biggest sellers

WELLINGTON MANAGEMENT GROUP LLP Reduced -999,619-999.6k
JENNISON ASSOCIATES LLC Reduced -912,051-912.1k
DIMENSIONAL FUND ADVISORS LP Reduced -185,114-185.1k
JPMORGAN CHASE & CO Reduced -164,275-164.3k
JACOBS ASSET MANAGEMENT, LLC Sold out -156,787-156.8k
ADAGE CAPITAL PARTNERS GP, L.L.C. Reduced -141,534-141.5k
Fourthstone LLC Sold out -120,000-120.0k
Thrivent Financial for Lutherans Sold out -119,312-119.3k
Empowered Funds, LLC Sold out -84,662-84.7k
BRIDGEWAY CAPITAL MANAGEMENT, LLC Reduced -82,984-83.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $388.9k10.1k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2025-04-17 6.6% 1.4m 2025-04-17

Fell to 5% or below in the last year: PRUDENTIAL FINANCIAL INC (2.5%, 2026-02-13), WELLINGTON MANAGEMENT GROUP LLP (1.7%, 2026-02-10), JENNISON ASSOCIATES LLC (2.5%, 2026-01-30)

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MIdWestOne Financial Group, Inc. 17.34% of their portfolio Iowa City, IA 4,054,4594.1m $156.1m $156.1m 17.34% Reduced -1.7k -1,707
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,341,4251.3m $51.6m $51.6m 0.00% Added +54.0k +53,972
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 988,733988.7k $38.1m $38.1m 0.00% Reduced -41.4k -41,369
4 FJ Capital Management LLC 3.39% of their portfolio MCLEAN, VA 797,816797.8k $30.7m $30.7m 3.39% Added +933 +933
5 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 612,588612.6k $23.6m $23.6m 0.00% Reduced -185.1k -185,114
6 Magnetar Financial LLC 0.21% of their portfolio EVANSTON, IL 563,016563.0k $21.7m $21.7m 0.21% New
7 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 544,846544.8k $21.0m $21.0m 0.00% Reduced -39.4k -39,355
8 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 522,469522.5k $20.1m $20.1m 0.01% Added +270.9k +270,851
9 JENNISON ASSOCIATES LLC 0.01% of their portfolio NEW YORK, NY 517,960518.0k $19.9m $19.9m 0.01% Reduced -912.1k -912,051
10 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 516,188516.2k $19.9m $19.9m 0.00% Reduced -790 -790
11 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 454,812454.8k $17.5m $17.5m 0.00% Reduced -15.6k -15,581
12 Qube Research & Technologies Ltd 0.02% of their portfolio LONDON, X0 435,549435.5k $16.8m $16.8m 0.02% New
13 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 354,908354.9k $13.7m $13.7m 0.00% Reduced -999.6k -999,619
14 MALTESE CAPITAL MANAGEMENT LLC 2.32% of their portfolio New York, NY 340,000340.0k $13.1m $13.1m 2.32% Reduced -23.4k -23,402
15 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 324,021324.0k $12.5m $12.5m 0.01% Added +310.6k +310,616
16 GLAZER CAPITAL, LLC 0.25% of their portfolio New York, NY 249,888249.9k $9.6m $9.6m 0.25% New
17 AQR Arbitrage LLC 0.17% of their portfolio Greenwich, CT 206,184206.2k $7.9m $7.9m 0.17% New
18 Stieven Capital Advisors, L.P. 1.46% of their portfolio ST. LOUIS, MO 205,200205.2k $7.9m $7.9m 1.46% Added +49.6k +49,600
19 MENDON CAPITAL ADVISORS CORP 2.78% of their portfolio KEY LARGO, FL 184,100184.1k $7.1m $7.1m 2.78% Added +34.1k +34,100
20 OMERS ADMINISTRATION Corp 0.05% of their portfolio TORONTO, A6 177,700177.7k $6.8m $6.8m 0.05% New
21 HEARTLAND ADVISORS INC 0.36% of their portfolio MILWAUKEE, WI 175,616175.6k $6.8m $6.8m 0.36% Unchanged
22 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 175,290175.3k $6.7m $6.7m 0.01% New
23 Curi Capital, LLC 0.11% of their portfolio CHICAGO, IL 171,272171.3k $6.6m $6.6m 0.11% Added +20.5k +20,472
24 Polar Asset Management Partners Inc. 0.13% of their portfolio TORONTO, A6 169,424169.4k $6.5m $6.5m 0.13% New
25 ABC ARBITRAGE SA 0.60% of their portfolio PARIS, I0 166,401166.4k $6.4m $6.4m 0.60% New
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 161,420161.4k $6.2m $6.2m 0.00% Reduced -2.5k -2,511
27 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 160,153160.2k $6.2m $6.2m 0.00% Reduced -37.4k -37,369
28 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 135,058135.1k $5.2m $5.2m 0.00% Reduced -10.1k -10,145
29 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 119,067119.1k $4.6m $4.6m 0.00% Reduced -164.3k -164,275
30 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 117,415117.4k $4.5m $4.5m 0.01% Added +81.2k +81,196
31 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 108,269108.3k $4.2m $4.2m 0.00% Added +69.4k +69,436
32 BASSWOOD CAPITAL MANAGEMENT, L.L.C. 0.18% of their portfolio NEW YORK, NY 106,660106.7k $4.1m $4.1m 0.18% Unchanged
33 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 100,955101.0k $3.9m $3.9m 0.00% Added +9.4k +9,353
34 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 100,289100.3k $3.9m $3.9m 0.00% Added +55.7k +55,736
35 Squarepoint Ops LLC 0.01% of their portfolio NEW YORK, NY 99,65399.7k $3.8m $3.8m 0.01% Added +49.6k +49,579
36 Balyasny Asset Management L.P. 0.01% of their portfolio Chicago, IL 97,48197.5k $3.8m $3.8m 0.01% New
37 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 96,40896.4k $3.7m $3.7m 0.01% Reduced -59.1k -59,100
38 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 93,05493.1k $3.6m $3.6m 0.00% Reduced -60.4k -60,374
39 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 92,03792.0k $3.5m $3.5m 0.00% Added +63.5k +63,530
40 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 78,71678.7k $3.0m $3.0m 0.00% Reduced -8.8k -8,840
41 Pinnacle Holdings, LLC 0.99% of their portfolio TULSA, OK 76,22376.2k $2.9m $2.9m 0.99% Reduced -520 -520
42 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 72,81272.8k $2.8m $2.8m 0.00% Added +11.1k +11,077
43 Versor Investments LP 0.42% of their portfolio New York, NY 70,44470.4k $2.7m $2.7m 0.42% New
44 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 55,62755.6k $2.1m $2.1m 0.00% Added +29.9k +29,872
45 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 55,10255.1k $2.1m $2.1m 0.00% Added +6.5k +6,455
46 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.04% of their portfolio HOUSTON, TX 50,93850.9k $2.0m $2.0m 0.04% Reduced -83.0k -82,984
47 Kintayl Capital LP 1.06% of their portfolio NEW YORK, NY 45,73345.7k $1.8m $1.8m 1.06% New
48 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 44,32644.3k $1.7m $1.7m 0.00% Reduced -2.8k -2,781
49 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 43,42543.4k $1.7m $1.7m 0.00% Added +4.8k +4,799
50 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 39,35139.4k $1.5m $1.5m 0.00% Reduced -2.5k -2,546
51 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 32,30032.3k $1.2m $1.2m 0.00% Reduced -19.3k -19,300
52 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 31,07531.1k $1.2m $1.2m 0.00% Added +859 +859
53 UBS Group AG 0.00% of their portfolio ZURICH, V8 30,96531.0k $1.2m $1.2m 0.00% Reduced -70.7k -70,659
54 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 30,00030.0k $1.2m $1.2m 0.00% New
55 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 29,38629.4k $1.1m $1.1m 0.00% Unchanged
56 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 27,65927.7k $1.1m $1.1m 0.00% Added +5.0k +4,975
57 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.00% of their portfolio Boston, MA 27,11027.1k $1.0m $1.0m 0.00% Reduced -141.5k -141,534
58 CHOREO, LLC 0.01% of their portfolio ROCKFORD, IL 26,12926.1k $1.0m $1.0m 0.01% Reduced -14 -14
59 First Trust Capital Management L.P. 0.06% of their portfolio CHICAGO, IL 25,88625.9k $996.6k $996.6k 0.06% New
60 Sippican Capital Advisors 0.64% of their portfolio BOSTON, MA 25,68425.7k $988.8k $988.8k 0.64% Reduced -39.9k -39,880
61 New York Life Investment Management LLC 0.01% of their portfolio New York, NY 24,15624.2k $930.0k $930.0k 0.01% New
62 GABELLI & Co INVESTMENT ADVISERS, INC. 0.14% of their portfolio Rye, NY 23,79423.8k $916.1k $916.1k 0.14% New
63 Sagefield Capital LP 0.07% of their portfolio DALLAS, TX 22,99223.0k $885.2k $885.2k 0.07% New
64 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 22,69022.7k $873.6k $873.6k 0.00% New
65 WATER ISLAND CAPITAL LLC 0.10% of their portfolio NEW YORK, NY 21,98022.0k $846.2k $846.2k 0.10% New
66 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 19,40219.4k $747.0k $747.0k 0.00% Reduced -18.6k -18,640
67 Brooklyn Investment Group 0.03% of their portfolio NEW YORK, NY 18,72818.7k $730.0k $730.0k 0.03% New
68 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 18,44518.4k $710.1k $710.1k 0.00% Reduced -2.6k -2,616
69 FMR LLC 0.00% of their portfolio BOSTON, MA 18,27018.3k $703.4k $703.4k 0.00% Added +8.5k +8,547
70 Aquatic Capital Management LLC 0.02% of their portfolio CHICAGO, IL 17,78417.8k $684.7k $684.7k 0.02% New
71 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,77317.8k $684.3k $684.3k 0.00% Reduced -2.6k -2,599
72 TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio STAMFORD, CT 17,16217.2k $660.7k $660.7k 0.00% New
73 Rafferty Asset Management, LLC 0.00% of their portfolio New York, NY 16,38016.4k $630.6k $630.6k 0.00% Reduced -4.0k -4,044
74 OXFORD ASSET MANAGEMENT LLP 0.22% of their portfolio OXFORD, X0 15,94115.9k $613.7k $613.7k 0.22% Not comparable
75 NICOLET ADVISORY SERVICES, LLC 0.04% of their portfolio GREEN BAY, WI 15,49615.5k $618.0k $618.0k 0.04% New
76 CREDIT INDUSTRIEL ET COMMERCIAL 0.09% of their portfolio PARIS FRANCE, I0 15,19415.2k $585.0k $585.0k 0.09% New
77 Graham Capital Management, L.P. 0.02% of their portfolio ROWAYTON, CT 13,24013.2k $509.7k $509.7k 0.02% New
78 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 12,81212.8k $493.3k $493.3k 0.00% Reduced -2.5k -2,492
79 NOMURA HOLDINGS INC 0.00% of their portfolio TOKYO, M0 11,99012.0k $461.6k $461.6k 0.00% New
80 Clarius Group, LLC 0.03% of their portfolio SEATTLE, WA 11,50311.5k $442.9k $442.9k 0.03% Unchanged
81 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 10,88510.9k $419.1k $419.1k 0.00% Reduced -112 -112
82 Massar Capital Management, LP 0.08% of their portfolio STAMFORD, CT 10,75010.8k $413.9k $413.9k 0.08% New
83 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 9,6789.7k $373.0k $373.0k 0.00% Added +1.1k +1,050
84 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 9,6209.6k $370.4k $370.4k 0.00% Unchanged
85 Apella Capital, LLC 0.01% of their portfolio WEST HARTFORD, CT 9,2169.2k $354.8k $354.8k 0.01% Unchanged
86 Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio FRANKFURT AM MAIN, 2M 8,8458.8k $340.5k $340.5k 0.00% Reduced -7.8k -7,817
87 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 8,2718.3k $318.4k $318.4k 0.00% Reduced -3.3k -3,326
88 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 8,0748.1k $311.0k $311.0k 0.00% Added +3.6k +3,610
89 LMR Partners LLP 0.00% of their portfolio LONDON, X0 7,9798.0k $307.2k $307.2k 0.00% New
90 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 7,6547.7k $294.7k $294.7k 0.00% Added +27 +27
91 INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio WEST PALM BEACH, FL 6,0096.0k $231.3k $231.3k 0.00% Reduced -2.9k -2,903
92 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 5,8205.8k $224.1k $224.1k 0.00% Unchanged
93 Y-Intercept (Hong Kong) Ltd 0.00% of their portfolio HONG KONG, K3 5,6755.7k $218.5k $218.5k 0.00% New
94 Aigen Investment Management, LP 0.05% of their portfolio NEW YORK, NY 5,6125.6k $216.1k $216.1k 0.05% New
95 VARCOV Co. 0.08% of their portfolio DARIEN, CT 5,4405.4k $209.4k $209.4k 0.08% First filing
96 Eurizon Capital SGR S.p.A. 0.00% of their portfolio MILAN, L6 5,0015.0k $192.5k $192.5k 0.00% First filing
97 Hills Bank & Trust Co 0.01% of their portfolio North Liberty, IA 4,9204.9k $189.4k $189.4k 0.01% Reduced -1.0k -1,000
98 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 4,3704.4k $168.2k $168.2k 0.00% Reduced -1.3k -1,271
99 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 3,9043.9k $150.3k $150.3k 0.00% Added +606 +606
100 AlphaQuest LLC 0.01% of their portfolio New York, NY 3,7863.8k $145.8k $145.8k 0.01% Added +296 +296