Skip to main content
Livermore
Livermore
ZHEN

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, Q1 2024

Institutional positions in MidWestOne Financial Group, Inc. as of Mar 31, 2024. 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
80
−2 vs. Q4 2023
Shares held
10.8M
+517.2K (+5.0%) vs. Q4 2023
Total value
$253.6M
−$23.6M (−8.5%) vs. Q4 2023
New holders
5
22 more added
Sold out
7
30 more reduced

Compare with Q4 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.

Institutional holdersQ1 2024: 80 institutions
Q1 2021: 89 institutionsQ2 2021: 81 institutionsQ3 2021: 85 institutionsQ4 2021: 94 institutionsQ1 2022: 92 institutionsQ2 2022: 91 institutionsQ3 2022: 89 institutionsQ4 2022: 95 institutionsQ1 2023: 87 institutionsQ2 2023: 81 institutionsQ3 2023: 82 institutionsQ4 2023: 82 institutionsQ1 2024: 80 institutionsQ2 2024: 87 institutionsQ3 2024: 119 institutionsQ4 2024: 118 institutionsQ1 2025: 116 institutionsQ2 2025: 125 institutionsQ3 2025: 123 institutionsQ4 2025: 144 institutionsQ1 2026: 2 institutionsQ2 2026: 1 institution
Value heldQ1 2024: $253.6M
Q1 2021: $315.0MQ2 2021: $289.6MQ3 2021: $309.2MQ4 2021: $330.3MQ1 2022: $340.6MQ2 2022: $310.7MQ3 2022: $282.1MQ4 2022: $315.4MQ1 2023: $249.7MQ2 2023: $218.9MQ3 2023: $205.7MQ4 2023: $277.3MQ1 2024: $253.6MQ2 2024: $244.5MQ3 2024: $457.9MQ4 2024: $482.4MQ1 2025: $492.6MQ2 2025: $487.3MQ3 2025: $479.7MQ4 2025: $665.3MQ1 2026: $443Q2 2026: $49
Institutions holding MOFG and their total value by quarter
QuarterHoldersValue
Q2 20261$49
Q1 20262$443
Q4 2025144$665.3M
Q3 2025123$479.7M
Q2 2025125$487.3M
Q1 2025116$492.6M
Q4 2024118$482.4M
Q3 2024119$457.9M
Q2 202487$244.5M
Q1 202480$253.6M
Q4 202382$277.3M
Q3 202382$205.7M
Q2 202381$218.9M
Q1 202387$249.7M
Q4 202295$315.4M
Q3 202289$282.1M
Q2 202291$310.7M
Q1 202292$340.6M
Q4 202194$330.3M
Q3 202185$309.2M
Q2 202181$289.6M
Q1 202189$315.0M

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding MidWestOne Financial Group, Inc.; share changes are against Q4 2023.

Institutions holding MOFG in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
CWM, LLC6$00.00%+6New
Huntington National Bank1$230.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1$230.00%+1New
GAMMA Investing LLC14$3280.00%+4+40.0%Added
Raffa Wealth Management, LLC24$5630.00%00.0%Unchanged
Aquatic Capital Management LLC100$2.34K0.00%00.0%Unchanged
Quadrant Capital Group LLC127$2.98K0.00%00.0%Unchanged
US Bancorp210$4.92K0.00%00.0%Unchanged
GWM Advisors LLC350$8.20K0.00%00.0%Unchanged
Amalgamated Bank490$11.0K0.00%−762−60.9%Reduced
The PNC Financial Services Group, Inc.531$12.4K0.00%+418+369.9%Added
Catalyst Funds Management Pty Ltd700$16.4K0.00%+700New
Metropolitan Life Insurance Co890$20.9K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,404$32.9K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)1,544$36.2K0.00%00.0%Unchanged
FMR LLC1,631$38.2K0.00%−103−5.9%Reduced
Great West Life Assurance Co1,779$41.0K0.00%−50−2.7%Reduced
Tower Research Capital LLC (TRC)1,790$42.0K0.00%+1,208+207.6%Added
Nisa Investment Advisors, LLC2,226$52.2K0.00%00.0%Unchanged
Citigroup Inc3,008$70.5K0.00%+732+32.2%Added
Russell Investments Group, Ltd.3,300$77.4K0.00%00.0%Unchanged
SG Americas Securities, LLC5,326$125.0K0.00%−2,725−33.8%Reduced
Hills Bank & Trust Co5,825$136.5K0.01%00.0%Unchanged
BNP Paribas Arbitrage, SA6,856$160.7K0.00%−6,882−50.1%Reduced
American International Group, Inc.7,015$164.4K0.00%−60−0.8%Reduced
New York State Common Retirement Fund7,219$169.2K0.00%−8−0.1%Reduced
MetLife Investment Management7,454$174.7K0.00%00.0%Unchanged
Investment Advisory Services Inc9,000$211.0K0.08%00.0%Unchanged
Legal & General Group Plc9,003$211.0K0.00%00.0%Unchanged
UBS Asset Management Americas Inc9,164$214.8K0.00%00.0%Unchanged
Bank of America Corp9,505$222.8K0.00%−9,432−49.8%Reduced
Deutsche Bank AG9,572$224.4K0.00%+977+11.4%Added
Bailard, Inc.9,757$228.7K0.01%−3,100−24.1%Reduced
Royal Bank of Canada10,775$252.0K0.00%−3,545−24.8%Reduced
Trexquant Investment LP10,932$256.2K0.01%−11,944−52.2%Reduced
Alliancebernstein L.P.11,243$263.5K0.00%−30−0.3%Reduced
Citadel Advisors LLC12,318$288.7K0.00%+12,318New
Two Sigma Investments, LP12,433$291.4K0.00%−1,232−9.0%Reduced
HRT Financial LP13,359$313.0K0.00%+2,535+23.4%Added
Credit Suisse AG14,222$333.4K0.00%00.0%Unchanged
California State Teachers Retirement System14,787$346.6K0.00%−759−4.9%Reduced
Ameriprise Financial Inc16,100$377.4K0.00%00.0%Unchanged
UBS Group AG16,146$378.5K0.00%−1,784−9.9%Reduced
Two Sigma Advisers, LP17,500$410.2K0.00%−300−1.7%Reduced
Arrowstreet Capital, Limited Partnership17,902$420.0K0.00%+17,902New
STRS Ohio21,700$508.0K0.00%−1,400−6.1%Reduced
Rhumbline Advisers22,097$517.9K0.00%+503+2.3%Added
Martingale Asset Management L P29,334$687.6K0.01%−100.0%Reduced
Wells Fargo & Company29,393$689.0K0.00%+645+2.2%Added
Swiss National Bank29,400$689.1K0.00%00.0%Unchanged
Nuveen Asset Management, LLC34,046$798.0K0.00%00.0%Unchanged
Barclays PLC35,673$836.2K0.00%−20,679−36.7%Reduced
Goldman Sachs Group Inc36,659$859.3K0.00%−3,325−8.3%Reduced
Charles Schwab Investment Management Inc37,200$872.0K0.00%−1,314−3.4%Reduced
Sippican Capital Advisors41,430$971.1K0.76%+19,495+88.9%Added
First Trust Advisors LP48,165$1.13M0.00%+804+1.7%Added
JPMorgan Chase & Co51,029$1.20M0.00%+11,369+28.7%Added
Invesco Ltd.51,216$1.20M0.00%+29,912+140.4%Added
Empowered Funds, LLC53,206$1.25M0.02%+4,015+8.2%Added
Prudential Financial Inc60,745$1.42M0.00%−14,200−18.9%Reduced
Morgan Stanley68,475$1.61M0.00%−19,671−22.3%Reduced
Stifel Financial Corp73,301$1.72M0.00%+14,796+25.3%Added
Pinnacle Holdings, LLC79,015$1.85M0.74%+6,600+9.1%Added
Bank of New York Mellon Corp81,129$1.90M0.00%−3,179−3.8%Reduced
Thrivent Financial for Lutherans112,441$2.64M0.01%00.0%Unchanged
Bridgeway Capital Management, LLC112,466$2.64M0.05%+4,015+3.7%Added
Hotchkis & Wiley Capital Management LLC117,950$2.76M0.01%−1,600−1.3%Reduced
American Century Companies Inc127,165$2.98M0.00%+17,805+16.3%Added
Northern Trust Corp133,253$3.12M0.00%−1,365−1.0%Reduced
FJ Capital Management LLC136,086$3.19M0.32%00.0%Unchanged
Wellington Management Group LLP148,110$3.47M0.00%+119,522+418.1%Added
LSV Asset Management154,922$3.63M0.01%00.0%Unchanged
Geode Capital Management, LLC310,744$7.28M0.00%+5,001+1.6%Added
State Street Corp323,895$7.59M0.00%−6,833−2.1%Reduced
Manufacturers Life Insurance Company, The354,846$8.32M0.01%−12,568−3.4%Reduced
Vanguard Group Inc631,230$14.8M0.00%+15,512+2.5%Added
Dimensional Fund Advisors LP681,304$16.0M0.00%+22,973+3.5%Added
Cresset Asset Management, LLC889,632$20.9M0.10%+514,934+137.4%Added
BlackRock Inc.1,265,152$29.7M0.00%−47,948−3.7%Reduced
MidWestOne Financial Group, Inc.4,154,114$97.4M17.49%−4,983−0.1%Reduced
Covestor Ltd0$00.00%−72−100.0%Sold out
Fourthstone LLC0$00.00%−103,407−100.0%Sold out
New York Life Investment Management LLC0$00.00%−14,253−100.0%Sold out
Shell Asset Management Co0$00.00%−7,825−100.0%Sold out
NewSquare Capital LLC0$00.00%−100−100.0%Sold out
Simplex Trading, LLC0$00.00%−85−100.0%Sold out
Public Employees Retirement System of Ohio0$00.00%−12−100.0%Sold out