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 2025
Institutional positions in MidWestOne Financial Group, Inc. as of Jun 30, 2025. 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
- 125
- +9 vs. Q1 2025
- Shares held
- 16.9M
- +302.0K (+1.8%) vs. Q1 2025
- Total value
- $487.3M
- −$5.27M (−1.1%) vs. Q1 2025
- New holders
- 25
- 55 more added
- Sold out
- 16
- 23 more reduced
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding MidWestOne Financial Group, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 411 | $11.8K | 0.00% | +385+1,480.8% | Added |
| EverSource Wealth Advisors, LLC | 402 | $11.6K | 0.00% | +402 | New |
| Signaturefd, LLC | 365 | $10.5K | 0.00% | +164+81.6% | Added |
| US Bancorp | 340 | $9.78K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 300 | $8.63K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 210 | $6.04K | 0.00% | +210 | New |
| RMG Wealth Management LLC | 200 | $5.98K | 0.00% | +200 | New |
| Allworth Financial LP | 187 | $5.38K | 0.00% | +133+246.3% | Added |
| Larson Financial Group LLC | 145 | $4.17K | 0.00% | +145 | New |
| GAMMA Investing LLC | 144 | $4.14K | 0.00% | −593−80.5% | Reduced |
| IFP Advisors, Inc | 37 | $3.42K | 0.00% | +37 | New |
| Essential Partners LLC | 118 | $3.40K | 0.00% | +118 | New |
| The PNC Financial Services Group, Inc. | 76 | $2.19K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 71 | $2.04K | 0.00% | +71 | New |
| Rothschild Investment LLC | 65 | $1.87K | 0.00% | +15+30.0% | Added |
| Geneos Wealth Management Inc. | 64 | $1.84K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 54 | $1.55K | 0.00% | +54 | New |
| SRS Capital Advisors, Inc. | 36 | $1.04K | 0.00% | −58−61.7% | Reduced |
| True Wealth Design, LLC | 26 | $749 | 0.00% | +26 | New |
| Raffa Wealth Management, LLC | 24 | $690 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 18 | $518 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 17 | $489 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 14 | $403 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $29 | 0.00% | −16−94.1% | Reduced |
| Bessemer Group Inc | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −115,207−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −63,273−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −36,907−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −16,319−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −14,577−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −13,397−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −10,310−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −9,407−100.0% | Sold out |
| Apella Capital, LLC | 0 | $0 | 0.00% | −9,216−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −684−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −301−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |