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Security record

MOFG

name pending profile ingest

Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024
64Tracked holders
+2Δ holders
9.02MShares held
$347.22MReported value
+2New positions
−0Exits
Falling 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +3.2% · share flow -12.1% · net new positions +3.1% — formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q4 2025 64 +2 9.02M $347.22M +2 —
Q3 2025 17 0 6.37M $180.33M +1 −1
Q2 2025 14 0 5.12M $147.29M +1 −1
Q1 2025 11 0 2.18M $64.61M +1 −1
Q4 2024 11 +1 2.20M $63.97M +1 —
Q3 2024 9 +2 1.49M $42.45M +2 —
Q2 2024 7 — 630.93K $14.19M — —
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 1.34M +4.2% $51.64M 0.0% ▲ Add 3 SEC ↗ ×9
2 The Vanguard Group ✦ (passive) 988.73K -4.0% $38.07M 0.0% ▼ Trim 3 SEC ↗ ×3
3 Dimensional Fund Advisors Lp 612.59K — $23.58M 0.0% n/c 1 SEC ↗ ×4
4 Goldman Sachs Group ✦ 544.85K -6.7% $20.98M 0.0% ▼ Trim 2 SEC ↗ ×2
5 Alliancebernstein L.P. 522.47K — $20.12M 0.0% n/c 1 SEC ↗
6 Jennison Associates Llc 517.96K — $19.94M 0.0% n/c 1 SEC ↗ ×2
7 State Street Global Advisors ✦ (passive) 516.19K -0.1% $19.87M 0.0% ▼ Trim 5 SEC ↗
8 Geode Capital Management ✦ (passive) 454.81K -3.3% $17.52M 0.0% ▼ Trim 7 SEC ↗ ×2
9 Qube Research & Technologies Ltd 435.55K — $16.77M 0.0% n/c 1 SEC ↗
10 Wellington Management ✦ 354.91K -73.8% $13.66M 0.0% ▼ Trim 7 SEC ↗ ×4
11 Citigroup Inc 324.02K — $12.47M 0.0% n/c 1 SEC ↗ ×2
12 D. E. Shaw & Co. ✦ 175.29K New $6.75M 0.0% New 1 SEC ↗
13 Charles Schwab Investment… 161.42K — $6.21M 0.0% n/c 1 SEC ↗
14 Millennium Management ✦ 160.15K -18.9% $6.17M 0.0% ▼ Trim 7 SEC ↗
15 Northern Trust Corp 135.06K — $5.20M 0.0% n/c 1 SEC ↗ ×5
16 JPMorgan Chase ✦ 119.07K -58.0% $4.58M 0.0% ▼ Trim 2 SEC ↗ ×4
17 Jane Street Group, Llc 117.42K — $4.52M 0.0% n/c 1 SEC ↗ ×3
18 American Century Companies Inc 108.27K — $4.17M 0.0% n/c 1 SEC ↗
19 Franklin Resources Inc 100.95K — $3.89M 0.0% n/c 1 SEC ↗ ×3
20 Arrowstreet Capital ✦ 100.29K +125.1% $3.86M 0.0% ▲ Add 7 SEC ↗
21 Squarepoint Ops LLC 99.65K — $3.84M 0.0% n/c 1 SEC ↗
22 Balyasny Asset Management L.P. 97.48K — $3.75M 0.0% n/c 1 SEC ↗
23 Two Sigma Investments ✦ 96.41K -38.0% $3.71M 0.0% ▼ Trim 7 SEC ↗
24 Morgan Stanley ✦ 93.05K -39.4% $3.58M 0.0% ▼ Trim 2 SEC ↗ ×12
25 Nuveen, LLC 92.04K — $3.54M 0.0% n/c 1 SEC ↗ ×3
26 Bank of New York Mellon Corp 78.72K — $3.03M 0.0% n/c 1 SEC ↗ ×5
27 Stifel Financial Corp 72.81K — $2.80M 0.0% n/c 1 SEC ↗ ×3
28 Creative Planning 55.63K — $2.14M 0.0% n/c 1 SEC ↗
29 Barclays Plc 55.10K — $2.12M 0.0% n/c 1 SEC ↗
30 AQR Capital Management ✦ 44.33K -5.9% $1.71M 0.0% ▼ Trim 6 SEC ↗ ×6
31 Bank Of America Corp /De/ 43.42K — $1.67M 0.0% n/c 1 SEC ↗ ×2
32 Fisher Asset Management ✦ 39.35K -6.1% $1.52M 0.0% ▼ Trim 4 SEC ↗
33 Invesco Ltd. 31.07K — $1.20M 0.0% n/c 1 SEC ↗ ×3
34 UBS Group AG 30.96K — $1.19M 0.0% n/c 1 SEC ↗ ×2
35 Renaissance Technologies ✦ 30.00K New $1.16M 0.0% New 1 SEC ↗
36 Quantinno Capital Management LP 27.66K — $1.06M 0.0% n/c 1 SEC ↗
37 Adage Capital Partners ✦ 27.11K -83.9% $1.04M 0.0% ▼ Trim 2 SEC ↗
38 State Of Wisconsin Investment Board 22.69K — $873,565 0.0% n/c 1 SEC ↗
39 Wells Fargo & Company/Mn 19.40K — $746,989 0.0% n/c 1 SEC ↗ ×3
40 Rhumbline Advisers 18.45K — $710,129 0.0% n/c 1 SEC ↗
41 Fidelity (FMR) ✦ 18.27K +87.9% $703,382 0.0% ▲ Add 3 SEC ↗ ×2
42 Citadel Advisors ✦ 17.77K -12.8% $684,261 0.0% ▼ Trim 3 SEC ↗
43 Tudor Investment Corp Et Al 17.16K — $660,737 0.0% n/c 1 SEC ↗
44 Sei Investments Co 12.81K — $493,262 0.0% n/c 1 SEC ↗
45 Nomura Holdings Inc 11.99K — $461,615 0.0% n/c 1 SEC ↗
46 Deutsche Bank Ag\ 10.88K — $419,073 0.0% n/c 1 SEC ↗
47 T. Rowe Price ✦ 9.68K +12.2% $373,000 0.0% ▲ Add 5 SEC ↗
48 Universal- Beteiligungs- und… 8.85K — $340,533 0.0% n/c 1 SEC ↗
49 First Trust Advisors Lp 8.27K — $318,433 0.0% n/c 1 SEC ↗
50 LMR Partners LLP 7.98K — $307,192 0.0% n/c 1 SEC ↗
51 MIRAE ASSET GLOBAL ETFS HOLDINGS… 7.65K — $294,679 0.0% n/c 1 SEC ↗
52 New York State Common Retirement… 5.82K — $224,070 0.0% n/c 1 SEC ↗
53 Bnp Paribas Financial Markets 3.90K — $150,304 0.0% n/c 1 SEC ↗
54 Cwm, Llc 2.65K — $102,000 0.0% n/c 1 SEC ↗
55 Northwestern Mutual Wealth… 2.57K — $98,868 0.0% n/c 1 SEC ↗
56 Legal & General Group Plc 1.40K — $54,054 0.0% n/c 1 SEC ↗
57 Russell Investments Group, Ltd. 1.37K — $52,745 0.0% n/c 1 SEC ↗ ×2
58 California State Teachers… 1.01K — $38,924 0.0% n/c 1 SEC ↗
59 UBS AM, a distinct business unit of… 510 — $19,635 0.0% n/c 1 SEC ↗
60 Royal Bank Of Canada 469 — $18,000 0.0% n/c 1 SEC ↗ ×2
61 Pnc Financial Services Group, Inc. 234 — $9,009 0.0% n/c 1 SEC ↗ ×3
62 Osaic Holdings, Inc. 228 — $8,778 0.0% n/c 1 SEC ↗ ×2
63 Us Bancorp \De\ 210 — $8,085 0.0% n/c 1 SEC ↗
64 Optiver Holding B.V. 164 — $6,314 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

D. E. Shaw & Co. $6.75M 0.0%
Renaissance Technologies $1.16M 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2 holders, 9 shares, $443 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API