Who owns MOFG
Which tracked institutional funds hold MOFG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MOFG company fundamentals →
Ownership as of the 2025-Q4 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on MOFG is one-sided between 2025-Q4 and 2026-Q1: 0 added or opened and 78 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MOFG’s largest tracked holder by dollar value, MIdWestOne Financial Group, Inc., sizes it at 17.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 17.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MOFG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q3 and 2025-Q4, across 145 tracked filers holding MOFG, 77 increased or opened the position and 70 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MOFG between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 78
- MIdWestOne Financial Group, Inc.$156M
- BlackRock, Inc.$52M
- VANGUARD GROUP INC$33M
- FJ Capital Management LLC$31M
- DIMENSIONAL FUND ADVISORS LP$24M
- Magnetar Financial LLC$22M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MIdWestOne Financial Group, Inc. trimmed | 4,054,459 | $156M | 22.8% | 2025-Q4 |
| BlackRock, Inc. added | 1,341,425 | $52M | 7.5% | 2025-Q4 |
| VANGUARD GROUP INC trimmed | 856,480 | $33M | 4.8% | 2025-Q4 |
| FJ Capital Management LLC added | 797,816 | $31M | 4.5% | 2025-Q4 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 612,588 | $24M | 3.4% | 2025-Q4 |
| Magnetar Financial LLC added | 563,016 | $22M | 3.2% | 2025-Q4 |
| GOLDMAN SACHS GROUP INC trimmed | 544,846 | $21M | 3.1% | 2025-Q4 |
| ALLIANCEBERNSTEIN L.P. added | 522,469 | $20M | 2.9% | 2025-Q4 |
| JENNISON ASSOCIATES LLC trimmed | 517,960 | $20M | 2.9% | 2025-Q4 |
| STATE STREET CORP trimmed | 516,188 | $20M | 2.9% | 2025-Q4 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 454,812 | $18M | 2.6% | 2025-Q4 |
| Qube Research & Technologies Ltd added | 435,549 | $17M | 2.4% | 2025-Q4 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 354,908 | $14M | 2.0% | 2025-Q4 |
| MALTESE CAPITAL MANAGEMENT LLC trimmed | 340,000 | $13M | 1.9% | 2025-Q4 |
| CITIGROUP INC added | 324,021 | $12M | 1.8% | 2025-Q4 |
| Glazer Capital, LLC new | 249,888 | $10M | 1.4% | 2025-Q4 |
| AQR Arbitrage LLC new | 206,184 | $8M | 1.2% | 2025-Q4 |
| Stieven Capital Advisors, L.P. added | 205,200 | $8M | 1.2% | 2025-Q4 |
| MENDON CAPITAL ADVISORS CORP added | 184,100 | $7M | 1.0% | 2025-Q4 |
| OMERS ADMINISTRATION Corp new | 177,700 | $7M | 1.0% | 2025-Q4 |
| HEARTLAND ADVISORS INC | 175,616 | $7M | 1.0% | 2025-Q4 |
| D. E. Shaw & Co., Inc. new | 175,290 | $7M | 1.0% | 2025-Q4 |
| Curi Capital, LLC added | 171,272 | $7M | 1.0% | 2025-Q4 |
| Polar Asset Management Partners Inc. new | 169,424 | $7M | 1.0% | 2025-Q4 |
| ABC ARBITRAGE SA new | 166,401 | $6M | 0.9% | 2025-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 161,420 | $6M | 0.9% | 2025-Q4 |
| MILLENNIUM MANAGEMENT LLC trimmed | 160,153 | $6M | 0.9% | 2025-Q4 |
| NORTHERN TRUST CORP trimmed | 135,058 | $5M | 0.8% | 2025-Q4 |
| JPMORGAN CHASE & CO trimmed | 119,067 | $5M | 0.7% | 2025-Q4 |
| JANE STREET GROUP, LLC added | 117,415 | $5M | 0.7% | 2025-Q4 |
| AMERICAN CENTURY COMPANIES INC added | 108,269 | $4M | 0.6% | 2025-Q4 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 106,660 | $4M | 0.6% | 2025-Q4 |
| FRANKLIN RESOURCES INC added | 100,955 | $4M | 0.6% | 2025-Q4 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 100,289 | $4M | 0.6% | 2025-Q4 |
| Squarepoint Ops LLC added | 99,653 | $4M | 0.6% | 2025-Q4 |
| Balyasny Asset Management L.P. added | 97,481 | $4M | 0.5% | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP trimmed | 96,408 | $4M | 0.5% | 2025-Q4 |
| MORGAN STANLEY trimmed | 93,054 | $4M | 0.5% | 2025-Q4 |
| Nuveen, LLC added | 92,037 | $4M | 0.5% | 2025-Q4 |
| Bank of New York Mellon Corp trimmed | 78,716 | $3M | 0.4% | 2025-Q4 |
| Pinnacle Holdings, LLC trimmed | 76,223 | $3M | 0.4% | 2025-Q4 |
| STIFEL FINANCIAL CORP added | 72,812 | $3M | 0.4% | 2025-Q4 |
| Versor Investments LP new | 70,444 | $3M | 0.4% | 2025-Q4 |
| Creative Planning added | 55,627 | $2M | 0.3% | 2025-Q4 |
| BARCLAYS PLC added | 55,102 | $2M | 0.3% | 2025-Q4 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 50,938 | $2M | 0.3% | 2025-Q4 |
| Kintayl Capital LP new | 45,733 | $2M | 0.3% | 2025-Q4 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 44,326 | $2M | 0.2% | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ added | 43,425 | $2M | 0.2% | 2025-Q4 |
| Fisher Asset Management, LLC trimmed | 39,351 | $2M | 0.2% | 2025-Q4 |
| TWO SIGMA ADVISERS, LP trimmed | 32,300 | $1M | 0.2% | 2025-Q4 |
| Invesco Ltd. added | 31,075 | $1M | 0.2% | 2025-Q4 |
| UBS Group AG trimmed | 30,965 | $1M | 0.2% | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC added | 30,000 | $1M | 0.2% | 2025-Q4 |
| Cresset Asset Management, LLC | 29,386 | $1M | 0.2% | 2025-Q4 |
| Quantinno Capital Management LP added | 27,659 | $1M | 0.2% | 2025-Q4 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 27,110 | $1M | 0.2% | 2025-Q4 |
| CHOREO, LLC trimmed | 26,129 | $1M | 0.1% | 2025-Q4 |
| First Trust Capital Management L.P. new | 25,886 | $997K | 0.1% | 2025-Q4 |
| Sippican Capital Advisors trimmed | 25,684 | $989K | 0.1% | 2025-Q4 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC added | 24,156 | $930K | 0.1% | 2025-Q4 |
| GABELLI & Co INVESTMENT ADVISERS, INC. new | 23,794 | $916K | 0.1% | 2025-Q4 |
| Sagefield Capital LP new | 22,992 | $885K | 0.1% | 2025-Q4 |
| STATE OF WISCONSIN INVESTMENT BOARD new | 22,690 | $874K | 0.1% | 2025-Q4 |
| WATER ISLAND CAPITAL LLC new | 21,980 | $846K | 0.1% | 2025-Q4 |
| WELLS FARGO & COMPANY/MN trimmed | 19,402 | $747K | 0.1% | 2025-Q4 |
| Brooklyn Investment Group new | 18,728 | $730K | 0.1% | 2025-Q4 |
| RHUMBLINE ADVISERS trimmed | 18,445 | $710K | 0.1% | 2025-Q4 |
| FMR LLC added | 18,270 | $703K | 0.1% | 2025-Q4 |
| Aquatic Capital Management LLC added | 17,784 | $685K | 0.1% | 2025-Q4 |
| CITADEL ADVISORS LLC trimmed | 17,773 | $684K | 0.1% | 2025-Q4 |
| TUDOR INVESTMENT CORP ET AL new | 17,162 | $661K | 0.1% | 2025-Q4 |
| Rafferty Asset Management, LLC trimmed | 16,380 | $631K | 0.1% | 2025-Q4 |
| Empowered Funds, LLC trimmed | 16,178 | $623K | 0.1% | 2025-Q4 |
| NICOLET ADVISORY SERVICES, LLC new | 15,496 | $618K | 0.1% | 2025-Q4 |
| OXFORD ASSET MANAGEMENT LLP new | 15,941 | $614K | 0.1% | 2025-Q4 |
| CREDIT INDUSTRIEL ET COMMERCIAL new | 15,194 | $585K | 0.1% | 2025-Q4 |
| Graham Capital Management, L.P. new | 13,240 | $510K | 0.1% | 2025-Q4 |
| SEI INVESTMENTS CO trimmed | 12,812 | $493K | 0.1% | 2025-Q4 |
| NOMURA HOLDINGS INC new | 11,990 | $462K | 0.1% | 2025-Q4 |
| Clarius Group, LLC | 11,503 | $443K | 0.1% | 2025-Q4 |
| DEUTSCHE BANK AG\ trimmed | 10,885 | $419K | 0.1% | 2025-Q4 |
| Massar Capital Management, LP new | 10,750 | $414K | 0.1% | 2025-Q4 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 223,310 | $6M | 0.9% | 2025-Q2 stale |
| JACOBS ASSET MANAGEMENT, LLC added | 156,787 | $4M | 0.6% | 2025-Q3 stale |
| EJF Capital LLC added | 115,207 | $3M | 0.5% | 2025-Q1 stale |
| Fourthstone LLC added | 120,000 | $3M | 0.5% | 2025-Q3 stale |
| Thrivent Financial for Lutherans trimmed | 119,312 | $3M | 0.5% | 2025-Q3 stale |
| Trexquant Investment LP trimmed | 44,052 | $1M | 0.2% | 2025-Q3 stale |
| AMERIPRISE FINANCIAL INC added | 41,600 | $1M | 0.2% | 2025-Q2 stale |
| RAYMOND JAMES FINANCIAL INC added | 39,629 | $1M | 0.2% | 2025-Q2 stale |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 36,907 | $1M | 0.2% | 2025-Q1 stale |
| Numerai GP LLC added | 38,031 | $1M | 0.2% | 2025-Q3 stale |
| Dynamic Technology Lab Private Ltd added | 37,343 | $1M | 0.2% | 2025-Q2 stale |
| EMERALD MUTUAL FUND ADVISERS TRUST | 25,000 | $740K | 0.1% | 2025-Q1 stale |
| Interval Partners, LP trimmed | 16,319 | $483K | 0.1% | 2025-Q1 stale |
| Verition Fund Management LLC trimmed | 16,673 | $472K | 0.1% | 2025-Q3 stale |
| GSA CAPITAL PARTNERS LLP trimmed | 15,423 | $436K | 0.1% | 2025-Q3 stale |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 14,577 | $432K | 0.1% | 2025-Q1 stale |
| HRT FINANCIAL LP added | 14,826 | $419K | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.