MOFGMIDWESTONE FINL GROUP INC NE
CUSIP 598511103 · Yahoo Finance ↗ · Google Finance ↗
Midwestone Finl Group Inc Ne (MOFG) has 5 institutional holders in Filings Flow’s 13F database, together reporting 109.1K shares worth $4M as of Q1 2026. The largest reported holders are Midwestone Financial Group, Inc., Blackrock, Inc., and Vanguard Group Inc.
Institutional Holders
5
Q1 2026
Reported Value
$4M
Ticker
MOFG
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MidWestOne Financial Group, Inc.$900M AUM | 17.34% | $156M | 4.05M | Q4 2025OLDER |
| FJ Capital Management LLC$888M AUM | 3.39% | $31M | 797.8K | Q4 2025OLDER |
| JACOBS ASSET MANAGEMENT, LLC$167M AUM | 2.43% | $4M | 156.8K | Q3 2025OLDER |
| MALTESE CAPITAL MANAGEMENT LLC$508M AUM | 2.32% | $13M | 340.0K | Q4 2025OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 2.19% | $613,729 | 15.9K | Q1 2026 |
| MENDON CAPITAL ADVISORS CORP$258M AUM | 2.10% | $7M | 184.1K | Q4 2025OLDER |
| Stieven Capital Advisors, L.P.$468M AUM | 1.46% | $8M | 205.2K | Q4 2025OLDER |
| Kintayl Capital LP$192M AUM | 1.06% | $2M | 45.7K | Q4 2025OLDER |
| Pinnacle Holdings, LLC$309M AUM | 0.99% | $3M | 76.2K | Q4 2025OLDER |
| Sippican Capital Advisors$146M AUM | 0.64% | $988,834 | 25.7K | Q4 2025OLDER |
| Fourthstone LLC$590M AUM | 0.61% | $3M | 120.0K | Q3 2025OLDER |
| ABC ARBITRAGE SA$753M AUM | 0.60% | $6M | 166.4K | Q4 2025OLDER |
| HEARTLAND ADVISORS INC$2.0B AUM | 0.36% | $7M | 175.6K | Q4 2025OLDER |
| Magnetar Financial LLC$9.8B AUM | 0.21% | $22M | 563.0K | Q4 2025OLDER |
| AQR Arbitrage LLC$6.1B AUM | 0.17% | $8M | 206.2K | Q4 2025OLDER |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.1B AUM | 0.17% | $4M | 106.7K | Q4 2025OLDER |
| Numerai GP LLC$997M AUM | 0.15% | $1M | 38.0K | Q3 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.15% | $1M | 37.3K | Q2 2025OLDER |
| GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM | 0.14% | $916,069 | 23.8K | Q4 2025OLDER |
| Curi Capital, LLC$5.6B AUM | 0.11% | $7M | 171.3K | Q4 2025OLDER |
| WATER ISLAND CAPITAL LLC$896M AUM | 0.09% | $846,230 | 22.0K | Q4 2025OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.08% | $7M | 169.4K | Q4 2025OLDER |
| VARCOV Co.$268M AUM | 0.08% | $209,440 | 5.4K | Q4 2025OLDER |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV$314M AUM | 0.08% | $254,610 | 9.0K | Q3 2025OLDER |
| Sagefield Capital LP$1.4B AUM | 0.07% | $885,192 | 23.0K | Q4 2025OLDER |
| First Trust Capital Management L.P.$1.9B AUM | 0.06% | $996,611 | 25.9K | Q4 2025OLDER |
| AIGEN INVESTMENT MANAGEMENT, LP$389M AUM | 0.05% | $216,062 | 5.6K | Q4 2025OLDER |
| OMERS ADMINISTRATION Corp$15.6B AUM | 0.05% | $7M | 177.7K | Q4 2025OLDER |
| CREDIT INDUSTRIEL ET COMMERCIAL$1.3B AUM | 0.04% | $584,969 | 15.2K | Q4 2025OLDER |
| Massar Capital Management, LP$934M AUM | 0.04% | $413,875 | 10.8K | Q4 2025OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.04% | $617,980 | 15.5K | Q4 2025OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.04% | $2M | 50.9K | Q4 2025OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.03% | $729,996 | 18.7K | Q4 2025OLDER |
| Clarius Group, LLC$1.8B AUM | 0.03% | $442,866 | 11.5K | Q4 2025OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.02% | $2M | 84.7K | Q3 2025OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.02% | $6M | 223.3K | Q2 2025OLDER |
| PenderFund Capital Management Ltd.$639M AUM | 0.02% | $127,243 | 3.3K | Q4 2025OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.02% | $684,684 | 17.8K | Q4 2025OLDER |
| Caitong International Asset Management Co., Ltd$541M AUM | 0.02% | $6,506 | 169 | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.02% | $17M | 435.5K | Q4 2025OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $249,065 | 8.8K | Q3 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $1M | 26.1K | Q4 2025OLDER |
| Trexquant Investment LP$13.9B AUM | 0.01% | $1M | 44.1K | Q3 2025OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $509,740 | 13.2K | Q4 2025OLDER |
| JENNISON ASSOCIATES LLC$145.4B AUM | 0.01% | $20M | 518.0K | Q4 2025OLDER |
| Hills Bank & Trust Co$2.1B AUM | 0.01% | $189,421 | 4.9K | Q4 2025OLDER |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC$11.8B AUM | 0.01% | $930,006 | 24.2K | Q4 2025OLDER |
| Apella Capital, LLC$7.1B AUM | 0.01% | $354,816 | 9.2K | Q4 2025OLDER |
| Rise Advisors, LLC$284M AUM | 0.01% | $18,275 | 646 | Q3 2025OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.01% | $20M | 522.5K | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.01% | $12M | 324.0K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $4M | 96.4K | Q4 2025OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $24M | 612.6K | Q4 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.00% | $218,488 | 5.7K | Q4 2025OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $1M | 29.4K | Q4 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $4M | 97.5K | Q4 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $4M | 99.7K | Q4 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $7M | 175.3K | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $22,677 | 589 | Q4 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $6M | 160.2K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $21M | 544.8K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 72.8K | Q4 2025OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $14M | 354.9K | Q4 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $4M | 100.3K | Q4 2025OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.00% | $630,630 | 16.4K | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 27.7K | Q4 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $4M | 108.3K | Q4 2025OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $231,347 | 6.0K | Q4 2025OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.00% | $300,157 | 10.6K | Q3 2025OLDER |
| STATE OF WISCONSIN INVESTMENT BOARD$43.7B AUM | 0.00% | $873,565 | 22.7K | Q4 2025OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $471,679 | 16.7K | Q3 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $370,370 | 9.6K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 30.0K | Q4 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $52,784 | 1.4K | Q4 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $259,336 | 9.0K | Q2 2025OLDER |
| ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM | 0.00% | $1M | 27.1K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 55.6K | Q4 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $168,245 | 4.4K | Q4 2025OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $3,395 | 118 | Q1 2026 |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $12,128 | 315 | Q4 2025OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $11,550 | 300 | Q4 2025OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $81,774 | 2.1K | Q4 2025OLDER |
| TUDOR INVESTMENT CORP ET AL$53.9B AUM | 0.00% | $660,737 | 17.2K | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $18M | 454.8K | Q4 2025OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $290,029 | 10.3K | Q3 2025OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $6M | 161.4K | Q4 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $4M | 101.0K | Q4 2025OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.00% | $264,370 | 9.3K | Q3 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $4M | 92.0K | Q4 2025OLDER |
| RMG Wealth Management LLC$866M AUM | 0.00% | $5,981 | 200 | Q2 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $24,833 | 645 | Q4 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $2M | 44.3K | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $52M | 1.34M | Q4 2025OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $27,335 | 710 | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $32,070 | 833 | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $5M | 117.4K | Q4 2025OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $20M | 516.2K | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $5M | 135.1K | Q4 2025OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $461,615 | 12.0K | Q4 2025OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $192,510 | 5.0K | Q4 2025OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $36,768 | 955 | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $15,532 | 403 | Q4 2025OLDER |
| LMR Partners LLP$45.4B AUM | 0.00% | $307,192 | 8.0K | Q4 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $710,129 | 18.4K | Q4 2025OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $340,533 | 8.8K | Q4 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $38M | 988.7K | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $3M | 78.7K | Q4 2025OLDER |
| Fisher Asset Management, LLC$294.9B AUM | 0.00% | $2M | 39.4K | Q4 2025OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $493,262 | 12.8K | Q4 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $294,679 | 7.7K | Q4 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $2M | 62.4K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 39.6K | Q2 2025OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.00% | $11,512 | 299 | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $9,279 | 241 | Q4 2025OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $224,070 | 5.8K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 41.6K | Q2 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $1,001 | 26 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $5M | 119.1K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $102 | 2.6K | Q4 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $5,236 | 136 | Q4 2025OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $318,433 | 8.3K | Q4 2025OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $240,575 | 8.4K | Q2 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $4M | 93.1K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 31.0K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $1M | 31.1K | Q4 2025OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $1,078 | 28 | Q4 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $419,073 | 10.9K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $746,989 | 19.4K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $12,282 | 319 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 43.4K | Q4 2025OLDER |
| Quarry LP$558M AUM | 0.00% | $732 | 19 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $23,990 | 848 | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $684,261 | 17.8K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $3,003 | 78 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $20,829 | 541 | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $20,369 | 720 | Q3 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $1,348 | 35 | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $150,304 | 3.9K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $98,868 | 2.6K | Q4 2025OLDER |
| FEDERATED HERMES, INC.$61.5B AUM | 0.00% | $35,136 | 1.2K | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $52,745 | 1.4K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $1,841 | 64 | Q2 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $388,850 | 10.1K | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $2,310 | 60 | Q4 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $373 | 9.7K | Q4 2025OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $38,924 | 1.0K | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $703,382 | 18.3K | Q4 2025OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $693 | 18 | Q4 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $2,009 | 71 | Q3 2025OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $7,931 | 206 | Q4 2025OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $693 | 18 | Q4 2025OLDER |
| American Capital Advisory, LLC$248M AUM | 0.00% | $39 | 1 | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $8,778 | 228 | Q4 2025OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $54,054 | 1.4K | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $1,554 | 54 | Q2 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $8,085 | 210 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $394 | 8 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $9,009 | 234 | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $19,635 | 510 | Q4 2025OLDER |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $154 | 4 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $18,000 | 469 | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $6,314 | 164 | Q4 2025OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $49 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.