Vault-13

MIDWESTONE FINL GROUP INC NE MOFG

COM · Common Stock · CUSIP 598511103

2 institutional holders -143 vs Q4 2025
99 shares reported held*
$443reported value*
0 new 0 added 0 reduced 138 sold out net sold ≈ $599.0m (-12.2m 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. Holder counts are more reliable. Implied quarter-end price ≈ $49.22.

Trends to Q1 2026

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: 145Q1 26: 22Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 20262

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 24: 46 bought or addedQ2 24: 33 cut or sold outQ3 24: 81 bought or addedQ3 24: 28 cut or sold outQ3 24Q4 24: 75 bought or addedQ4 24: 46 cut or sold outQ1 25: 55 bought or addedQ1 25: 51 cut or sold outQ1 25Q2 25: 79 bought or addedQ2 25: 39 cut or sold outQ3 25: 55 bought or addedQ3 25: 59 cut or sold outQ3 25Q4 25: 74 bought or addedQ4 25: 70 cut or sold outQ1 26: 0 bought or addedQ1 26: 138 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244633
Q3 20248128
Q4 20247546
Q1 20255551
Q2 20257939
Q3 20255559
Q4 20257470
Q1 20260138

Calls vs puts

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

CallsPuts
$0$100k$200k$300k$400kQ2 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 0.00Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —
Numbers
QuarterCallsPutsP/C
Q2 2025$0$0—
Q3 2025$0$0—
Q4 2025$388.9k$00.00
Q1 2026$0$0—

Biggest buyers

None

Biggest sellers

BlackRock, Inc. Sold out -1,341,425-1.3m
FJ Capital Management LLC Sold out -797,816-797.8k
DIMENSIONAL FUND ADVISORS LP Sold out -612,588-612.6k
Magnetar Financial LLC Sold out -563,016-563.0k
GOLDMAN SACHS GROUP INC Sold out -544,846-544.8k
ALLIANCEBERNSTEIN L.P. Sold out -522,469-522.5k
JENNISON ASSOCIATES LLC Sold out -517,960-518.0k
STATE STREET CORP Sold out -516,188-516.2k
GEODE CAPITAL MANAGEMENT, LLC Sold out -454,812-454.8k
Qube Research & Technologies Ltd Sold out -435,549-435.5k

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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 88 $394 $394 0.00% Unchanged
2 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $49 $49 0.00% Unchanged