MidWestOne Financial Group Inc (MOFG) Ownership

31.21 ↑0.74 (2.43%)
As of January 31, 2023, 3:56pm EST.

Institutional Ownership

Midwestone Financial Group, Inc. is the biggest individual institutional holder of MidWestOne Financial Group Inc (MOFG), owning a total of 4.4 million shares. Combined, the top 21 institutional holders of MOFG own 61.72% of the company with a total of 9.6 million shares.

In the latest ownership report on September 30th 2022, the top 21 institutional holders increased their combined ownership of MOFG by 55 thousand shares. 9 institutions bought 127,675 total additional shares and increased their ownership by an average of 12.39%. However 9 institutions sold 72,285 total shares and decreased their ownership by an average of 4.18%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of MidWestOne Financial Group increased by a net total of 55,390 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Midwestone Financial Group, Inc.27.948%-0.145%4,366,452-6,3352022-09-30
BlackRock Inc7.355%-0.897%1,149,108-10,3952022-09-30
Dimensional Fund Advisors, Inc.4.104%3.430%641,19221,2622022-09-30
Vanguard Group Inc3.787%2.661%591,70615,3372022-09-30
Manufacturers Life Insurance Co2.822%-4.510%440,895-20,8242022-09-30
Cresset Asset Management, LLC2.767%0.000%432,23302022-09-30
State Street Corporation2.067%3.245%322,87710,1482022-09-30
Geode Capital Management, LLC1.629%0.323%254,4478202022-09-30
Thrivent Financial For Lutherans1.543%-0.119%241,062-2882022-09-30
Elizabeth Park Capital Advisors, Ltd0.890%20.753%139,05323,8982022-09-30
Northern Trust Corp0.843%-1.570%131,706-2,1012022-09-30
Hotchkis & Wiley Capital Management LLC0.755%-4.269%117,960-5,2602022-09-30
Bank of New York Mellon Corp0.655%5.405%102,3375,2482022-09-30
Bridgeway Capital Management, LLC0.648%54.301%101,16035,6002022-09-30
LSV Asset Management0.609%-16.505%95,106-18,8002022-09-30
Prudential Financial Inc0.554%20.781%86,60014,9002022-09-30
BHZ Capital Management, LP.0.514%-8.648%80,346-7,6062022-09-30
American Century Companies Inc0.488%0.610%76,2004622022-09-30
Pinnacle Holdings, LLC0.469%-0.914%73,275-6762022-09-30
FJ Capital Management LLC0.429%0.000%67,00002022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Midwestone Financial Group, Inc.27.948%-0.145%4,366,452-6,3352022-09-30
BlackRock Inc7.355%-0.897%1,149,108-10,3952022-09-30
Dimensional Fund Advisors, Inc.4.104%3.430%641,19221,2622022-09-30
Vanguard Group Inc3.787%2.661%591,70615,3372022-09-30
Manufacturers Life Insurance Co2.822%-4.510%440,895-20,8242022-09-30
Cresset Asset Management, LLC2.767%0.000%432,23302022-09-30
State Street Corporation2.067%3.245%322,87710,1482022-09-30
Geode Capital Management, LLC1.629%0.323%254,4478202022-09-30
Thrivent Financial For Lutherans1.543%-0.119%241,062-2882022-09-30
Elizabeth Park Capital Advisors, Ltd0.890%20.753%139,05323,8982022-09-30
Basswood Capital Management LLC0.844%0.226%131,8592972022-06-30
Northern Trust Corp0.843%-1.570%131,706-2,1012022-09-30
Hotchkis & Wiley Capital Management LLC0.755%-4.269%117,960-5,2602022-09-30
Bank of New York Mellon Corp0.655%5.405%102,3375,2482022-09-30
Bridgeway Capital Management, LLC0.648%54.301%101,16035,6002022-09-30
LSV Asset Management0.609%-16.505%95,106-18,8002022-09-30
Prudential Financial Inc0.554%20.781%86,60014,9002022-09-30
BHZ Capital Management, LP.0.514%-8.648%80,346-7,6062022-09-30
American Century Companies Inc0.488%0.610%76,2004622022-09-30
Pinnacle Holdings, LLC0.469%-0.914%73,275-6762022-09-30
FJ Capital Management LLC0.429%0.000%67,00002022-09-30

Mutual Fund Ownership

iShares Russell 2000 ETF is the biggest individual fund holder of MidWestOne Financial Group Inc (MOFG), owning a total of 351 thousand shares. Combined, the top 20 mutual fund holders of MOFG own 16.87% of the company with a total of 2.6 million shares.

In the latest ownership report on December 31st 2022, the top 20 fund holders increased their combined ownership of MOFG by 61 thousand shares. 2 funds bought 5,784 total additional shares and increased their ownership by an average of 1.45%. However 2 funds sold 66,364 total shares and decreased their ownership by an average of 17.91%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding MidWestOne Financial Group decreased by a net total of -60,580 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv1.907%1.771%297,9435,1842022-12-31
Vanguard Extended Market Index Investor1.059%-26.248%165,440-58,8782022-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.453%-9.575%70,699-7,4862022-12-31
State St Russell Sm Cap® Indx NL Cl C0.346%1.124%53,9876002022-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Russell 2000 ETF2.247%-0.834%350,999-2,9502022-12-30
Vanguard Total Stock Mkt Idx Inv1.907%1.771%297,9435,1842022-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr1.834%0.000%286,57502022-09-30
JHancock Regional Bank A1.518%0.000%237,18602022-11-30
Vanguard Extended Market Index Investor1.059%-26.248%165,440-58,8782022-12-31
iShares Russell 2000 Value ETF1.008%0.000%157,44602022-12-30
DFA US Small Cap Value I0.919%0.000%143,54402022-11-30
JH Financial Opportunities0.857%0.000%133,91402022-11-30
Fidelity® Small Cap Index0.689%0.000%107,65602022-10-31
DFA US Targeted Value I0.541%0.000%84,55302022-11-30
Avantis® U.S. Small Cap Value ETF0.488%0.102%76,221782022-12-30
DFA US Small Cap I0.485%0.000%75,77702022-11-30
Fidelity® Extended Market Index0.465%0.000%72,56402022-11-30
DFA US Micro Cap I0.454%0.000%70,91302022-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.453%-9.575%70,699-7,4862022-12-31
Manulife US Bank Equity Mother Fund0.431%109.969%67,40035,3002022-07-20
Thrivent Moderate Allocation0.410%0.000%64,00402022-09-30
Bridgeway Omni Small-Cap Value N0.379%42.933%59,26017,8002022-09-30
Bridgeway Omni Small-Cap Value0.379%42.933%59,26017,8002022-09-30
State St Russell Sm Cap® Indx NL Cl C0.346%1.124%53,9876002022-12-31

Discussions

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stockenthusiast

$MOFG I hope I never have to work for anyone again after this

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