MOFG — MIDWESTONE FINL GROUP INC NE
Reported value held$217.50M
Funds holding (latest)33
Sector—
MOFG (MIDWESTONE FINL GROUP INC NE) is tracked on HoldingsHub across five years of quarterly 13F filings. 33 funds have reported positions historically, with the sum of their latest reported stakes valued at $217.50M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q4 2025 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.34M | $51.64M | 0.00% | Add |
| Vanguard Group history | 988.73K | $38.07M | 0.00% | Reduce |
| Goldman Sachs Group history | 544.85K | $20.98M | 0.00% | Reduce |
| Geode Capital Management history | 454.81K | $17.52M | 0.00% | Reduce |
| Wellington Management Group history | 354.91K | $13.66M | 0.00% | Reduce |
| Citigroup Inc history | 324.02K | $12.47M | 0.01% | Add |
| D. E. Shaw & Co history | 175.29K | $6.75M | 0.00% | New |
| Charles Schwab Investment Management history | 161.42K | $6.21M | 0.00% | Reduce |
| Millennium Management history | 160.15K | $6.17M | 0.00% | Reduce |
| Northern Trust Corp history | 135.06K | $5.20M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 119.07K | $4.58M | 0.00% | Reduce |
| Franklin Resources history | 100.95K | $3.89M | 0.00% | Add |
| Arrowstreet Capital history | 100.29K | $3.86M | 0.00% | Add |
| Balyasny Asset Management history | 97.48K | $3.75M | 0.01% | New |
| Two Sigma Investments history | 96.41K | $3.71M | 0.01% | Reduce |
| Morgan Stanley history | 93.05K | $3.58M | 0.00% | Reduce |
| BNY Mellon history | 78.72K | $3.03M | 0.00% | Reduce |
| AQR Capital Management history | 44.33K | $1.71M | 0.00% | Reduce |
| Bank of America Corp history | 43.42K | $1.67M | 0.00% | Add |
| Invesco Ltd history | 31.07K | $1.20M | 0.00% | Add |
| UBS Group AG history | 30.96K | $1.19M | 0.00% | Reduce |
| Renaissance Technologies history | 30.00K | $1.16M | 0.00% | New |
| Wells Fargo & Co history | 19.40K | $746.99K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 18.27K | $703.38K | 0.00% | Add |
| Citadel Advisors history | 17.77K | $684.26K | 0.00% | Reduce |
| Deutsche Bank AG history | 10.88K | $419.07K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.40K | $54.05K | 0.00% | Hold |
| PNC Financial Services history | 234 | $9.01K | 0.00% | Add |
| T. Rowe Price Associates history | 9.68K | $373 | 0.00% | Add |
Q3 2025 — 26 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wellington Management Group history | 1.35M | $38.32M | 0.01% | Add |
| BlackRock Inc history | 1.29M | $36.42M | 0.00% | Reduce |
| Vanguard Group history | 1.03M | $29.14M | 0.00% | Add |
| Goldman Sachs Group history | 584.20K | $16.53M | 0.00% | Add |
| Geode Capital Management history | 470.39K | $13.31M | 0.00% | Reduce |
| Millennium Management history | 197.52K | $5.59M | 0.00% | Add |
| Charles Schwab Investment Management history | 163.93K | $4.64M | 0.00% | Add |
| Two Sigma Investments history | 155.51K | $4.40M | 0.01% | Add |
| Morgan Stanley history | 153.43K | $4.34M | 0.00% | Hold |
| Northern Trust Corp history | 145.20K | $4.11M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 141.67K | $4.01M | 0.00% | Add |
| UBS Group AG history | 101.62K | $2.87M | 0.00% | Add |
| Franklin Resources history | 91.60K | $2.59M | 0.00% | Reduce |
| BNY Mellon history | 87.56K | $2.48M | 0.00% | Reduce |
| AQR Capital Management history | 47.11K | $1.33M | 0.00% | Reduce |
| Arrowstreet Capital history | 44.55K | $1.26M | 0.00% | Hold |
| Bank of America Corp history | 38.63K | $1.09M | 0.00% | Add |
| Wells Fargo & Co history | 38.04K | $1.08M | 0.00% | Reduce |
| Invesco Ltd history | 30.22K | $854.81K | 0.00% | Reduce |
| Citadel Advisors history | 20.37K | $576.32K | 0.00% | Hold |
| Citigroup Inc history | 13.40K | $379.23K | 0.00% | Reduce |
| Deutsche Bank AG history | 11.00K | $311.11K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 9.72K | $275.05K | 0.00% | Add |
| Legal & General Investment Management America history | 1.40K | $39.72K | 0.00% | Reduce |
| PNC Financial Services history | 229 | $6.48K | 0.00% | Add |
| T. Rowe Price Associates history | 8.63K | $245 | 0.00% | Reduce |
Q2 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.52M | $43.85M | 0.00% | Reduce |
| BlackRock Inc history | 1.52M | $43.85M | 0.00% | Reduce |
| Wellington Management Group history | 1.22M | $34.97M | 0.01% | Add |
| Vanguard Group history | 1.02M | $29.20M | 0.00% | Add |
| Goldman Sachs Group history | 558.62K | $16.07M | 0.00% | Add |
| Goldman Sachs Group history | 558.62K | $16.07M | 0.00% | Add |
| Geode Capital Management history | 502.90K | $14.47M | 0.00% | Add |
| Northern Trust Corp history | 162.48K | $4.67M | 0.00% | Add |
| Morgan Stanley history | 152.89K | $4.40M | 0.00% | Add |
| Morgan Stanley history | 152.89K | $4.40M | 0.00% | Add |
| JPMorgan Chase & Co history | 138.21K | $3.98M | 0.00% | Add |
| JPMorgan Chase & Co history | 138.21K | $3.98M | 0.00% | Add |
| Franklin Resources history | 115.90K | $3.33M | 0.00% | Add |
| Two Sigma Investments history | 101.80K | $2.93M | 0.01% | Add |
| Two Sigma Investments history | 101.80K | $2.93M | 0.01% | Add |
| BNY Mellon history | 94.37K | $2.71M | 0.00% | Reduce |
| Millennium Management history | 68.68K | $1.98M | 0.00% | Reduce |
| UBS Group AG history | 64.42K | $1.85M | 0.00% | Add |
| AQR Capital Management history | 61.44K | $1.77M | 0.00% | Add |
| Charles Schwab Investment Management history | 61.16K | $1.76M | 0.00% | Add |
| Arrowstreet Capital history | 44.55K | $1.28M | 0.00% | Reduce |
| Wells Fargo & Co history | 38.53K | $1.11M | 0.00% | Add |
| Bank of America Corp history | 31.72K | $912.58K | 0.00% | Add |
| Invesco Ltd history | 30.48K | $877.05K | 0.00% | Add |
| Renaissance Technologies history | 25.60K | $736.51K | 0.00% | Add |
| Renaissance Technologies history | 25.60K | $736.51K | 0.00% | Add |
| Citadel Advisors history | 20.32K | $584.49K | 0.00% | New |
| Citadel Advisors history | 20.32K | $584.49K | 0.00% | New |
| Citigroup Inc history | 17.92K | $515.64K | 0.00% | Add |
| Manulife Financial history | 8.36K | $240.57K | 0.00% | New |
| Deutsche Bank AG history | 7.73K | $222.28K | 0.00% | Reduce |
| Deutsche Bank AG history | 7.73K | $222.28K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.32K | $124.24K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 4.32K | $124.24K | 0.00% | Add |
| Legal & General Investment Management America history | 1.84K | $52.94K | 0.00% | Add |
| PNC Financial Services history | 76 | $2.19K | 0.00% | Hold |
| T. Rowe Price Associates history | 10.26K | $296 | 0.00% | Add |
Q1 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.57M | $46.40M | 0.00% | Reduce |
| BlackRock Inc history | 1.57M | $46.40M | 0.00% | Reduce |
| Wellington Management Group history | 1.04M | $30.80M | 0.01% | Reduce |
| Vanguard Group history | 927.61K | $27.47M | 0.00% | Add |
| Goldman Sachs Group history | 531.72K | $15.74M | 0.00% | Add |
| Goldman Sachs Group history | 531.72K | $15.74M | 0.00% | Add |
| Geode Capital Management history | 444.19K | $13.16M | 0.00% | Add |
| Northern Trust Corp history | 159.00K | $4.71M | 0.00% | Reduce |
| Franklin Resources history | 109.40K | $3.24M | 0.00% | Add |
| BNY Mellon history | 95.40K | $2.82M | 0.00% | Add |
| Millennium Management history | 88.61K | $2.62M | 0.00% | Reduce |
| Morgan Stanley history | 85.88K | $2.54M | 0.00% | Reduce |
| Morgan Stanley history | 85.88K | $2.54M | 0.00% | Reduce |
| Two Sigma Investments history | 64.39K | $1.91M | 0.00% | Reduce |
| Two Sigma Investments history | 64.39K | $1.91M | 0.00% | Reduce |
| UBS Group AG history | 61.55K | $1.82M | 0.00% | Add |
| JPMorgan Chase & Co history | 61.25K | $1.81M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 61.25K | $1.81M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 56.20K | $1.66M | 0.00% | Reduce |
| Arrowstreet Capital history | 49.00K | $1.45M | 0.00% | Reduce |
| AQR Capital Management history | 40.23K | $1.19M | 0.00% | Add |
| Wells Fargo & Co history | 35.89K | $1.06M | 0.00% | Add |
| Invesco Ltd history | 29.64K | $877.55K | 0.00% | Add |
| Bank of America Corp history | 19.56K | $579.08K | 0.00% | Reduce |
| Citigroup Inc history | 14.37K | $425.52K | 0.00% | Reduce |
| Deutsche Bank AG history | 9.43K | $279.31K | 0.00% | Reduce |
| Deutsche Bank AG history | 9.43K | $279.31K | 0.00% | Reduce |
| Renaissance Technologies history | 9.00K | $266.49K | 0.00% | Reduce |
| Renaissance Technologies history | 9.00K | $266.49K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.76K | $52.20K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.76K | $52.20K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.59K | $47.14K | 0.00% | Add |
| PNC Financial Services history | 76 | $2.25K | 0.00% | Reduce |
| T. Rowe Price Associates history | 8.29K | $246 | 0.00% | Add |
Q4 2024 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.59M | $46.23M | 0.00% | Add |
| Wellington Management Group history | 1.05M | $30.47M | 0.01% | Add |
| Vanguard Group history | 896.27K | $26.10M | 0.00% | Add |
| Goldman Sachs Group history | 455.36K | $13.26M | 0.00% | Add |
| Geode Capital Management history | 433.18K | $12.62M | 0.00% | Add |
| Manulife Financial history | 338.12K | $9.85M | 0.01% | Reduce |
| Northern Trust Corp history | 165.27K | $4.81M | 0.00% | Add |
| Morgan Stanley history | 112.05K | $3.26M | 0.00% | Add |
| Millennium Management history | 110.98K | $3.23M | 0.00% | Add |
| Arrowstreet Capital history | 92.10K | $2.68M | 0.00% | Add |
| BNY Mellon history | 88.47K | $2.58M | 0.00% | Add |
| JPMorgan Chase & Co history | 77.15K | $2.25M | 0.00% | Add |
| Franklin Resources history | 70.99K | $2.07M | 0.00% | Add |
| Two Sigma Investments history | 66.00K | $1.92M | 0.00% | Add |
| Charles Schwab Investment Management history | 56.99K | $1.66M | 0.00% | Add |
| Citadel Advisors history | 45.26K | $1.32M | 0.00% | Reduce |
| Wells Fargo & Co history | 35.28K | $1.03M | 0.00% | Add |
| UBS Group AG history | 24.92K | $725.55K | 0.00% | Add |
| Bank of America Corp history | 24.82K | $722.70K | 0.00% | Add |
| Invesco Ltd history | 24.26K | $706.34K | 0.00% | Add |
| Renaissance Technologies history | 22.40K | $652.29K | 0.00% | Add |
| Citigroup Inc history | 15.45K | $449.76K | 0.00% | Add |
| AQR Capital Management history | 11.76K | $342.31K | 0.00% | Add |
| Deutsche Bank AG history | 11.35K | $330.48K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.78K | $51.92K | 0.00% | Hold |
| Legal & General Investment Management America history | 1.36K | $39.72K | 0.00% | Hold |
| PNC Financial Services history | 264 | $7.69K | 0.00% | Add |
| T. Rowe Price Associates history | 7.22K | $211 | 0.00% | New |
Q3 2024 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.32M | $37.71M | 0.00% | New |
| Wellington Management Group history | 800.33K | $22.83M | 0.00% | Add |
| Vanguard Group history | 737.38K | $21.04M | 0.00% | Add |
| Goldman Sachs Group history | 383.62K | $10.94M | 0.00% | Add |
| Manulife Financial history | 340.31K | $9.71M | 0.01% | Reduce |
| Geode Capital Management history | 335.68K | $9.58M | 0.00% | Add |
| Northern Trust Corp history | 128.15K | $3.66M | 0.00% | Add |
| Morgan Stanley history | 86.32K | $2.46M | 0.00% | Add |
| BNY Mellon history | 78.96K | $2.25M | 0.00% | Reduce |
| Arrowstreet Capital history | 61.09K | $1.74M | 0.00% | Add |
| Prudential Financial history | 58.84K | $1.68M | 0.00% | Add |
| Citadel Advisors history | 51.55K | $1.47M | 0.00% | Add |
| JPMorgan Chase & Co history | 43.43K | $1.24M | 0.00% | Add |
| Two Sigma Investments history | 41.86K | $1.19M | 0.00% | Add |
| Charles Schwab Investment Management history | 41.22K | $1.18M | 0.00% | Add |
| Franklin Resources history | 39.04K | $1.12M | 0.00% | New |
| Millennium Management history | 31.12K | $887.77K | 0.00% | Add |
| Wells Fargo & Co history | 31.05K | $885.71K | 0.00% | Add |
| Invesco Ltd history | 21.48K | $612.82K | 0.00% | Reduce |
| Bank of America Corp history | 15.15K | $432.14K | 0.00% | Reduce |
| Citigroup Inc history | 11.18K | $318.91K | 0.00% | Add |
| AQR Capital Management history | 8.89K | $253.52K | 0.00% | New |
| UBS Group AG history | 8.68K | $247.53K | 0.00% | Add |
| Renaissance Technologies history | 7.40K | $211.12K | 0.00% | Reduce |
| Deutsche Bank AG history | 3.43K | $97.86K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.78K | $50.84K | 0.00% | Add |
| Legal & General Investment Management America history | 1.36K | $38.91K | 0.00% | Add |
| PNC Financial Services history | 219 | $6.25K | 0.00% | Reduce |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 | Q2 2021 | Q1 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 1.34M | 1.29M | 1.52M | 1.57M | 1.59M | 1.32M | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Vanguard Group | 988.73K | 1.03M | 1.02M | 927.61K | 896.27K | 737.38K | 591.71K | 631.23K | 615.72K | 584.81K | 574.28K | 567.62K | 552.97K | 591.71K | 576.37K | 581.42K | 583.08K | 612.10K | 753.45K | 720.77K |
| Goldman Sachs Group | 544.85K | 584.20K | 558.62K | 531.72K | 455.36K | 383.62K | 40.03K | 36.66K | 39.98K | 36.72K | 44.38K | 49.13K | 43.02K | 37.69K | 36.90K | 32.68K | 31.13K | 21.72K | — | — |
| Geode Capital Management | 454.81K | 470.39K | 502.90K | 444.19K | 433.18K | 335.68K | 325.89K | 310.74K | 305.74K | 285.48K | 280.12K | 266.84K | 262.35K | 254.45K | 253.63K | 249.45K | 244.57K | 242.53K | — | — |
| Wellington Management Group | 354.91K | 1.35M | 1.22M | 1.04M | 1.05M | 800.33K | 191.45K | 148.11K | 28.59K | — | — | — | — | — | — | — | — | — | — | — |
| Citigroup Inc | 324.02K | 13.40K | 17.92K | 14.37K | 15.45K | 11.18K | 3.69K | 3.01K | 2.28K | 197 | 4.79K | 373 | 1.42K | 1.54K | 2.35K | 1.89K | 3.77K | 1.96K | — | — |
| D. E. Shaw & Co | 175.29K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Charles Schwab Investment Management | 161.42K | 163.93K | 61.16K | 56.20K | 56.99K | 41.22K | 40.22K | 37.20K | 38.51K | 39.62K | 38.34K | 38.24K | 37.46K | 36.86K | 36.88K | 37.40K | 36.47K | 36.47K | — | — |
| Millennium Management | 160.15K | 197.52K | 68.68K | 88.61K | 110.98K | 31.12K | 30.41K | — | — | 20.22K | 40.26K | 40.60K | 34.19K | — | — | 17.82K | 35.43K | 31.23K | — | — |
| Northern Trust Corp | 135.06K | 145.20K | 162.48K | 159.00K | 165.27K | 128.15K | 123.38K | 133.25K | 134.62K | 130.14K | 128.73K | 129.80K | 132.96K | 131.71K | 133.81K | 135.25K | 137.80K | 141.48K | — | — |
| JPMorgan Chase & Co | 119.07K | 141.67K | 138.21K | 61.25K | 77.15K | 43.43K | 28.08K | 51.03K | 39.66K | 29.26K | 36.18K | 1.41K | 15.90K | 22.66K | 22.93K | 26.01K | 25.72K | 29.48K | — | — |
| Franklin Resources | 100.95K | 91.60K | 115.90K | 109.40K | 70.99K | 39.04K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Arrowstreet Capital | 100.29K | 44.55K | 44.55K | 49.00K | 92.10K | 61.09K | 25.66K | 17.90K | — | — | — | — | — | — | — | — | 16.32K | — | — | — |
| Balyasny Asset Management | 97.48K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Two Sigma Investments | 96.41K | 155.51K | 101.80K | 64.39K | 66.00K | 41.86K | 26.19K | 12.43K | 13.66K | 22.80K | 34.71K | 21.64K | 21.63K | 11.74K | 19.68K | 20.43K | 21.97K | 24.68K | — | — |
| Morgan Stanley | 93.05K | 153.43K | 152.89K | 85.88K | 112.05K | 86.32K | 62.07K | 68.47K | 88.15K | 69.24K | 75.79K | 41.02K | 37.88K | 39.47K | 42.42K | 17.25K | 22.20K | 4.27K | — | — |
| BNY Mellon | 78.72K | 87.56K | 94.37K | 95.40K | 88.47K | 78.96K | 89.62K | 81.13K | 84.31K | 94.36K | 93.77K | 94.97K | 97.12K | 102.34K | 97.09K | 103.65K | 102.36K | 96.68K | — | — |
| AQR Capital Management | 44.33K | 47.11K | 61.44K | 40.23K | 11.76K | 8.89K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | 43.42K | 38.63K | 31.72K | 19.56K | 24.82K | 15.15K | 23.07K | 9.51K | 18.94K | 19.17K | 11.90K | 23.84K | 29.25K | 21.74K | 21.88K | 12.85K | 15.21K | 10.81K | — | — |
| Invesco Ltd | 31.07K | 30.22K | 30.48K | 29.64K | 24.26K | 21.48K | 43.15K | 51.22K | 21.30K | 19.94K | 19.88K | 22.99K | 34.79K | 18.97K | 24.13K | 17.01K | 20.63K | 22.47K | — | — |