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, Q2 2023
Institutional positions in MidWestOne Financial Group, Inc. as of Jun 30, 2023. 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
- 81
- −6 vs. Q1 2023
- Shares held
- 10.2M
- +10.6K (+0.1%) vs. Q1 2023
- Total value
- $218.9M
- −$30.9M (−12.4%) vs. Q1 2023
- New holders
- 9
- 32 more added
- Sold out
- 15
- 26 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding MidWestOne Financial Group, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 12 | $256 | 0.00% | −532−97.8% | Reduced |
| Advisor Group Holdings, Inc. | 13 | $278 | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 24 | $513 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 47 | $1.00K | 0.00% | +47 | New |
| Covestor Ltd | 100 | $2.00K | 0.00% | −16−13.8% | Reduced |
| Quadrant Capital Group LLC | 127 | $2.71K | 0.00% | −142−52.8% | Reduced |
| WFA of San Diego, LLC | 175 | $3.74K | 0.00% | +175 | New |
| Tower Research Capital LLC (TRC) | 177 | $3.78K | 0.00% | −445−71.5% | Reduced |
| GWM Advisors LLC | 350 | $7.48K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 420 | $8.97K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 890 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 980 | $20.9K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 958 | $21.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,398 | $30.0K | 0.00% | −65−4.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,544 | $33.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,609 | $34.0K | 0.00% | −1,215−43.0% | Reduced |
| FMR LLC | 1,749 | $37.4K | 0.00% | +461+35.8% | Added |
| Nisa Investment Advisors, LLC | 2,248 | $48.0K | 0.00% | +78+3.6% | Added |
| Russell Investments Group, Ltd. | 3,300 | $70.5K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 4,795 | $102.5K | 0.00% | +4,422+1,185.5% | Added |
| Hills Bank & Trust Co | 6,125 | $130.9K | 0.02% | −4,600−42.9% | Reduced |
| American International Group, Inc. | 6,850 | $146.4K | 0.00% | +22+0.3% | Added |
| New York State Common Retirement Fund | 7,213 | $154.1K | 0.00% | −10−0.1% | Reduced |
| MetLife Investment Management | 7,454 | $159.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,476 | $159.8K | 0.00% | −5,135−40.7% | Reduced |
| Deutsche Bank AG | 8,965 | $191.6K | 0.00% | +209+2.4% | Added |
| Legal & General Group Plc | 9,184 | $196.3K | 0.00% | +3,432+59.7% | Added |
| Citadel Advisors LLC | 9,817 | $209.8K | 0.00% | −26,876−73.2% | Reduced |
| UBS Group AG | 9,968 | $213.0K | 0.00% | +3,122+45.6% | Added |
| Shell Asset Management Co | 10,337 | $221.0K | 0.01% | −59−0.6% | Reduced |
| UBS Asset Management Americas Inc | 9,164 | $223.8K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 10,703 | $228.7K | 0.00% | +1,550+16.9% | Added |
| Credit Suisse AG | 11,515 | $246.1K | 0.00% | −564−4.7% | Reduced |
| Bank of America Corp | 11,898 | $254.3K | 0.00% | −11,944−50.1% | Reduced |
| Royal Bank of Canada | 12,153 | $260.0K | 0.00% | +508+4.4% | Added |
| HSBC Holdings PLC | 13,159 | $282.9K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 14,138 | $302.0K | 0.00% | +14,138 | New |
| Ameriprise Financial Inc | 16,100 | $344.1K | 0.00% | −1,749−9.8% | Reduced |
| New York Life Investment Management LLC | 16,877 | $360.7K | 0.00% | −2,701−13.8% | Reduced |
| California State Teachers Retirement System | 17,834 | $381.1K | 0.00% | −464−2.5% | Reduced |
| Invesco Ltd. | 19,876 | $424.8K | 0.00% | −3,117−13.6% | Reduced |
| STRS Ohio | 21,000 | $448.0K | 0.00% | +1,600+8.2% | Added |
| Trexquant Investment LP | 21,119 | $451.3K | 0.01% | +21,119 | New |
| Rhumbline Advisers | 21,607 | $461.7K | 0.00% | −648−2.9% | Reduced |
| Nuveen Asset Management, LLC | 26,025 | $556.2K | 0.00% | −8,268−24.1% | Reduced |
| Martingale Asset Management L P | 28,031 | $599.0K | 0.01% | +18,728+201.3% | Added |
| Assenagon Asset Management S.A. | 28,769 | $614.8K | 0.00% | +18,315+175.2% | Added |
| Wells Fargo & Company | 29,787 | $636.6K | 0.00% | +2,909+10.8% | Added |
| Swiss National Bank | 32,000 | $683.8K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 34,708 | $741.7K | 0.00% | +13,073+60.4% | Added |
| JPMorgan Chase & Co | 36,181 | $773.2K | 0.00% | +23,930+195.3% | Added |
| Two Sigma Advisers, LP | 36,500 | $780.0K | 0.00% | +10,900+42.6% | Added |
| Charles Schwab Investment Management Inc | 38,335 | $819.2K | 0.00% | +95+0.2% | Added |
| Millennium Management LLC | 40,261 | $860.4K | 0.00% | −343−0.8% | Reduced |
| Bank of Montreal | 38,549 | $867.0K | 0.00% | +38,549 | New |
| Empowered Funds, LLC | 41,141 | $879.2K | 0.03% | +41,141 | New |
| EA Series Trust | 41,141 | $879.2K | 0.03% | +41,141 | New |
| Goldman Sachs Group Inc | 44,383 | $948.5K | 0.00% | −4,744−9.7% | Reduced |
| Barclays PLC | 48,192 | $1.03M | 0.00% | −1,615−3.2% | Reduced |
| Fourthstone LLC | 51,889 | $1.11M | 0.29% | +51,889 | New |
| Stifel Financial Corp | 57,187 | $1.22M | 0.00% | +23,681+70.7% | Added |
| Pinnacle Holdings, LLC | 75,755 | $1.62M | 0.72% | +1,246+1.7% | Added |
| Morgan Stanley | 75,789 | $1.62M | 0.00% | +34,770+84.8% | Added |
| Bank of New York Mellon Corp | 93,769 | $2.00M | 0.00% | −1,204−1.3% | Reduced |
| American Century Companies Inc | 99,077 | $2.12M | 0.00% | +6,416+6.9% | Added |
| Bridgeway Capital Management, LLC | 100,401 | $2.15M | 0.05% | +1,426+1.4% | Added |
| Prudential Financial Inc | 102,545 | $2.19M | 0.00% | +20,800+25.4% | Added |
| Thrivent Financial for Lutherans | 120,867 | $2.58M | 0.01% | +3,082+2.6% | Added |
| FJ Capital Management LLC | 122,988 | $2.63M | 0.34% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 123,560 | $2.64M | 0.01% | +15,530+14.4% | Added |
| Northern Trust Corp | 128,731 | $2.75M | 0.00% | −1,070−0.8% | Reduced |
| LSV Asset Management | 143,822 | $3.07M | 0.01% | +2,400+1.7% | Added |
| Geode Capital Management, LLC | 280,118 | $5.99M | 0.00% | +13,282+5.0% | Added |
| State Street Corp | 341,263 | $7.29M | 0.00% | +11,326+3.4% | Added |
| Cresset Asset Management, LLC | 374,698 | $8.01M | 0.06% | +650.0% | Added |
| Manufacturers Life Insurance Company, The | 416,916 | $8.91M | 0.00% | +1,850+0.4% | Added |
| Vanguard Group Inc | 574,281 | $12.3M | 0.00% | +6,660+1.2% | Added |
| Dimensional Fund Advisors LP | 649,508 | $13.9M | 0.00% | −32,463−4.8% | Reduced |
| BlackRock Inc. | 1,273,394 | $27.2M | 0.00% | +47,386+3.9% | Added |
| MidWestOne Financial Group, Inc. | 4,167,360 | $89.1M | 19.30% | −197,674−4.5% | Reduced |
| BHZ Capital Management, LP | 0 | $0 | 0.00% | −63,182−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −54,432−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −24,759−100.0% | Sold out |
| Redmont Wealth Advisors LLC | 0 | $0 | 0.00% | −20,865−100.0% | Sold out |
| Investment Advisory Services Inc | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −5,353−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,589−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −313−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −9−100.0% | Sold out |