MidWestOne Financial Group, Inc.
MOFGDelisted Feb 13, 2026- Industry
- State Commercial Banks
- SEC CIK
- 0001412665
MidWestOne Financial Group, Inc. was delisted on Feb 13, 2026; its insiders filed their last Form 4 on Feb 17, 2026; 144 institutions reported holding it in 13F filings for Q4 2025, worth $665.3M in total; no superinvestor held it.
13F holders, Q4 2022
Institutional positions in MidWestOne Financial Group, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 95
- +6 vs. Q3 2022
- Shares held
- 10.4M
- +28.0K (+0.3%) vs. Q3 2022
- Total value
- $315.4M
- +$33.3M (+11.8%) vs. Q3 2022
- New holders
- 13
- 32 more added
- Sold out
- 7
- 35 more reduced
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MOFG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $49 |
| Q1 2026 | 2 | $443 |
| Q4 2025 | 144 | $665.3M |
| Q3 2025 | 123 | $479.7M |
| Q2 2025 | 125 | $487.3M |
| Q1 2025 | 116 | $492.6M |
| Q4 2024 | 118 | $482.4M |
| Q3 2024 | 119 | $457.9M |
| Q2 2024 | 87 | $244.5M |
| Q1 2024 | 80 | $253.6M |
| Q4 2023 | 82 | $277.3M |
| Q3 2023 | 82 | $205.7M |
| Q2 2023 | 81 | $218.9M |
| Q1 2023 | 87 | $249.7M |
| Q4 2022 | 95 | $315.4M |
| Q3 2022 | 89 | $282.1M |
| Q2 2022 | 91 | $310.7M |
| Q1 2022 | 92 | $340.6M |
| Q4 2021 | 94 | $330.3M |
| Q3 2021 | 85 | $309.2M |
| Q2 2021 | 81 | $289.6M |
| Q1 2021 | 89 | $315.0M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding MidWestOne Financial Group, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GWM Advisors LLC | 350 | $11 | 0.00% | +350 | New |
| Huntington National Bank | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 24 | $762 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 33 | $1.05K | 0.00% | +33 | New |
| Aquatic Capital Management LLC | 100 | $3.00K | 0.00% | +100 | New |
| Federated Hermes, Inc. | 120 | $3.81K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 113 | $4.00K | 0.00% | +28+32.9% | Added |
| WFA of San Diego, LLC | 175 | $5.56K | 0.00% | +175 | New |
| Quadrant Capital Group LLC | 190 | $6.03K | 0.00% | −221−53.8% | Reduced |
| FMR LLC | 369 | $11.7K | 0.00% | −47−11.3% | Reduced |
| Cresset Asset Management, LLC | 432,233 | $11.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 420 | $13.3K | 0.00% | −304−42.0% | Reduced |
| TCI Wealth Advisors, Inc. | 437 | $13.9K | 0.00% | −7−1.6% | Reduced |
| Parallel Advisors, LLC | 470 | $14.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 803 | $26.0K | 0.00% | −930−53.7% | Reduced |
| Lazard Asset Management LLC | 845 | $26.0K | 0.00% | +795+1,590.0% | Added |
| Metropolitan Life Insurance Co | 890 | $28.3K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,050 | $28.9K | 0.01% | +1,050 | New |
| Coppell Advisory Solutions Corp. | 1,050 | $28.9K | 0.01% | +1,050 | New |
| Great West Life Assurance Co | 958 | $31.0K | 0.00% | −576−37.5% | Reduced |
| Harbour Investments, Inc. | 1,000 | $31.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 980 | $32.2K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,373 | $43.6K | 0.00% | −31−2.2% | Reduced |
| Citigroup Inc | 1,424 | $45.2K | 0.00% | −118−7.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,544 | $49.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,791 | $57.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 2,600 | $82.5K | 0.03% | +1,100+73.3% | Added |
| Public Employees Retirement System of Ohio | 2,824 | $90.0K | 0.00% | −641−18.5% | Reduced |
| Nisa Investment Advisors, LLC | 3,170 | $101.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,300 | $104.8K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 4,322 | $137.2K | 0.09% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,210 | $165.0K | 0.00% | +293+6.0% | Added |
| Legal & General Group Plc | 5,440 | $172.7K | 0.00% | +247+4.8% | Added |
| Deutsche Bank AG | 6,049 | $192.1K | 0.00% | +94+1.6% | Added |
| BNP Paribas Arbitrage, SA | 6,238 | $198.1K | 0.00% | −50−0.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,300 | $200.0K | 0.00% | +6,300 | New |
| Voya Investment Management LLC | 6,374 | $202.4K | 0.00% | +6,374 | New |
| Zacks Investment Management | 6,543 | $207.7K | 0.00% | −967−12.9% | Reduced |
| American International Group, Inc. | 6,692 | $212.5K | 0.00% | −25−0.4% | Reduced |
| UBS Group AG | 6,871 | $218.2K | 0.00% | +5,779+529.2% | Added |
| MetLife Investment Management | 7,454 | $236.7K | 0.00% | −2,045−21.5% | Reduced |
| Teacher Retirement System of Texas | 7,744 | $246.0K | 0.00% | +7,744 | New |
| O'Shaughnessy Asset Management, LLC | 8,795 | $279.2K | 0.00% | −1,049−10.7% | Reduced |
| Investment Advisory Services Inc | 9,000 | $285.8K | 0.15% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 9,153 | $290.6K | 0.00% | +600+7.0% | Added |
| UBS Asset Management Americas Inc | 9,164 | $291.0K | 0.00% | +9,164 | New |
| Shell Asset Management Co | 10,433 | $331.0K | 0.01% | −2,118−16.9% | Reduced |
| Credit Suisse AG | 10,628 | $337.4K | 0.00% | +1,100+11.5% | Added |
| Ameriprise Financial Inc | 10,649 | $338.0K | 0.00% | −7,600−41.6% | Reduced |
| Hills Bank & Trust Co | 10,725 | $340.0K | 0.05% | −75−0.7% | Reduced |
| New York State Common Retirement Fund | 10,718 | $340.3K | 0.00% | −10−0.1% | Reduced |
| HSBC Holdings PLC | 12,566 | $401.0K | 0.00% | +2,880+29.7% | Added |
| First Trust Advisors LP | 12,751 | $404.8K | 0.00% | +12,751 | New |
| Royal Bank of Canada | 13,256 | $422.0K | 0.00% | +2,524+23.5% | Added |
| Jacobs Levy Equity Management, Inc | 14,888 | $472.7K | 0.00% | −947−6.0% | Reduced |
| JPMorgan Chase & Co | 15,897 | $505.0K | 0.00% | −6,768−29.9% | Reduced |
| STRS Ohio | 17,800 | $565.0K | 0.00% | −3,200−15.2% | Reduced |
| California State Teachers Retirement System | 18,524 | $588.1K | 0.00% | +124+0.7% | Added |
| Redmont Wealth Advisors LLC | 18,857 | $598.7K | 0.70% | +3,710+24.5% | Added |
| Two Sigma Advisers, LP | 19,300 | $612.8K | 0.00% | +1,600+9.0% | Added |
| Two Sigma Investments, LP | 21,626 | $686.6K | 0.00% | +9,884+84.2% | Added |
| Rhumbline Advisers | 21,790 | $692.0K | 0.00% | +303+1.4% | Added |
| Wells Fargo & Company | 24,363 | $773.5K | 0.00% | −37−0.2% | Reduced |
| Brandywine Global Investment Management, LLC | 24,798 | $787.3K | 0.01% | +24,798 | New |
| Citadel Advisors LLC | 26,099 | $828.6K | 0.00% | +14,972+134.6% | Added |
| Stifel Financial Corp | 26,310 | $835.4K | 0.00% | +4,004+18.0% | Added |
| Cornercap Investment Counsel Inc | 28,634 | $909.1K | 0.16% | −5,508−16.1% | Reduced |
| Bank of America Corp | 29,254 | $928.8K | 0.00% | +7,514+34.6% | Added |
| Martingale Asset Management L P | 32,692 | $1.04M | 0.02% | −713−2.1% | Reduced |
| Millennium Management LLC | 34,190 | $1.09M | 0.00% | +34,190 | New |
| Invesco Ltd. | 34,790 | $1.10M | 0.00% | +15,824+83.4% | Added |
| Swiss National Bank | 35,800 | $1.14M | 0.00% | +500+1.4% | Added |
| Charles Schwab Investment Management Inc | 37,459 | $1.19M | 0.00% | +603+1.6% | Added |
| Morgan Stanley | 37,875 | $1.20M | 0.00% | −1,597−4.0% | Reduced |
| Nuveen Asset Management, LLC | 38,046 | $1.21M | 0.00% | −5,906−13.4% | Reduced |
| Goldman Sachs Group Inc | 43,022 | $1.37M | 0.00% | +5,336+14.2% | Added |
| Barclays PLC | 45,735 | $1.45M | 0.00% | +10,904+31.3% | Added |
| Pinnacle Holdings, LLC | 72,024 | $2.29M | 1.02% | −1,251−1.7% | Reduced |
| BHZ Capital Management, LP | 78,245 | $2.48M | 1.24% | −2,101−2.6% | Reduced |
| Prudential Financial Inc | 80,995 | $2.57M | 0.00% | −5,605−6.5% | Reduced |
| American Century Companies Inc | 83,924 | $2.66M | 0.00% | +7,724+10.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 95,300 | $3.03M | 0.01% | −22,660−19.2% | Reduced |
| Bank of New York Mellon Corp | 97,124 | $3.08M | 0.00% | −5,213−5.1% | Reduced |
| Bridgeway Capital Management, LLC | 101,160 | $3.21M | 0.08% | 00.0% | Unchanged |
| Northern Trust Corp | 132,956 | $4.22M | 0.00% | +1,250+0.9% | Added |
| FJ Capital Management LLC | 134,561 | $4.27M | 0.51% | +67,561+100.8% | Added |
| LSV Asset Management | 142,322 | $4.52M | 0.01% | +47,216+49.6% | Added |
| Thrivent Financial for Lutherans | 207,519 | $6.59M | 0.02% | −33,543−13.9% | Reduced |
| Geode Capital Management, LLC | 262,353 | $8.33M | 0.00% | +7,906+3.1% | Added |
| State Street Corp | 325,633 | $10.3M | 0.00% | +2,756+0.9% | Added |
| Manufacturers Life Insurance Company, The | 424,684 | $13.5M | 0.01% | −16,211−3.7% | Reduced |
| Vanguard Group Inc | 552,970 | $17.6M | 0.00% | −38,736−6.5% | Reduced |
| Dimensional Fund Advisors LP | 656,650 | $20.9M | 0.01% | +15,458+2.4% | Added |
| BlackRock Inc. | 1,241,041 | $39.4M | 0.00% | +91,933+8.0% | Added |
| MidWestOne Financial Group, Inc. | 4,365,968 | $138.6M | 32.52% | −4840.0% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 0 | $0 | 0.00% | −139,053−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −63,717−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −35,160−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,963−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −305−100.0% | Sold out |