DOSSIER · 13F Holders · Q4 2025Mega-capCrowded
MOFG

MIDWESTONE FINL GROUP INC NE

19 institutions still hold MIDWESTONE FINL GROUP INC NE as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 598511103·19 13F holders·last filed Dec 31, 2025
Market cap
5.6%
vs prior quarter
13F value held
$233M
66.0% inst. owned
of float
Holders
19
-136 QoQ
filers reporting
Activity
+58 / −13
+992 added · −837 reduced
this quarter
Concentration
67.09%
MidWestOne Financial Group, Inc. #1
top holder share
AI Holders Summary · Q4 2025

19 institutions reported MOFG in Q4 2025. MidWestOne Financial Group, Inc. leads at 67.1% of the visible book. -136 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MidWestOne Financial Group, Inc.
CIK 0001412665
$156M4.1M17.34%Q4 2025
02
FJ Capital Management LLC
CIK 0001599170
$31M798K3.39%Q4 2025
03
JENNISON ASSOCIATES LLC
CIK 0000053417
$20M518K0.01%Q4 2025
04
AQR Arbitrage LLC
CIK 0001167456
$8M206K0.17%Q4 2025
05
HEARTLAND ADVISORS INC
CIK 0000937394
$7M176K0.36%Q4 2025
06
D. E. Shaw & Co., Inc.
CIK 0001009207
$7M175K0.00%Q4 2025
07
TWO SIGMA ADVISERS, LP
CIK 0001478735
$1M32K0.00%Q4 2025
08
Sagefield Capital LP
CIK 0001771179
$885,19223K0.07%Q4 2025
09
WATER ISLAND CAPITAL LLC
CIK 0001222765
$846,23022K0.09%Q4 2025
10
CITADEL ADVISORS LLC
CIK 0001423053
$684,26118K0.00%Q4 2025
11
Clarius Group, LLC
CIK 0001664214
$442,86612K0.03%Q4 2025
12
VARCOV Co.
CIK 0002078837
$209,4405K0.08%Q4 2025
13
AlphaQuest LLC
CIK 0001883897
$145,7614K0.01%Q4 2025
14
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$5,7751500.00%Q4 2025
15
Physician Wealth Advisors, Inc.
CIK 0001795173
$1,078280.00%Q4 2025
16
IFP Advisors, Inc
CIK 0001641866
$39480.00%Q1 2026
17
Cassady Schiller Wealth Management, LLC
CIK 0001904425
$291100.00%Q4 2024
18
HUNTINGTON NATIONAL BANK
CIK 0000049205
$4910.00%Q1 2026
19
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025