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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 ↗
2 BlackRock (passive) 1.34M +4.2% $51.64M 0.0% ▲ Add 3 SEC ↗
3 BlackRock (passive) 1.34M +4.2% $51.64M 0.0% ▲ Add 3 SEC ↗
4 BlackRock (passive) 1.34M +4.2% $51.64M 0.0% ▲ Add 3 SEC ↗
5 BlackRock (passive) 1.34M +4.2% $51.64M 0.0% ▲ Add 3 SEC ↗
6 BlackRock (passive) 1.34M +4.2% $51.64M 0.0% ▲ Add 3 SEC ↗
7 BlackRock (passive) 1.34M +4.2% $51.64M 0.0% ▲ Add 3 SEC ↗
8 BlackRock (passive) 1.34M +4.2% $51.64M 0.0% ▲ Add 3 SEC ↗
9 BlackRock (passive) 1.34M +4.2% $51.64M 0.0% ▲ Add 3 SEC ↗
10 The Vanguard Group (passive) 988.73K -4.0% $38.07M 0.0% ▼ Trim 3 SEC ↗
11 The Vanguard Group (passive) 988.73K -4.0% $38.07M 0.0% ▼ Trim 3 SEC ↗
12 The Vanguard Group (passive) 988.73K -4.0% $38.07M 0.0% ▼ Trim 3 SEC ↗
13 Dimensional Fund Advisors Lp 612.59K $23.58M 0.0% n/c 1 SEC ↗
14 Dimensional Fund Advisors Lp 612.59K $23.58M 0.0% n/c 1 SEC ↗
15 Dimensional Fund Advisors Lp 612.59K $23.58M 0.0% n/c 1 SEC ↗
16 Dimensional Fund Advisors Lp 612.59K $23.58M 0.0% n/c 1 SEC ↗
17 Goldman Sachs Group 544.85K -6.7% $20.98M 0.0% ▼ Trim 2 SEC ↗
18 Goldman Sachs Group 544.85K -6.7% $20.98M 0.0% ▼ Trim 2 SEC ↗
19 Alliancebernstein L.P. 522.47K $20.12M 0.0% n/c 1 SEC ↗
20 Jennison Associates Llc 517.96K $19.94M 0.0% n/c 1 SEC ↗
21 Jennison Associates Llc 517.96K $19.94M 0.0% n/c 1 SEC ↗
22 State Street Global Advisors (passive) 516.19K -0.1% $19.87M 0.0% ▼ Trim 5 SEC ↗
23 Geode Capital Management (passive) 454.81K -3.3% $17.52M 0.0% ▼ Trim 7 SEC ↗
24 Geode Capital Management (passive) 454.81K -3.3% $17.52M 0.0% ▼ Trim 7 SEC ↗
25 Qube Research & Technologies Ltd 435.55K $16.77M 0.0% n/c 1 SEC ↗
26 Wellington Management 354.91K -73.8% $13.66M 0.0% ▼ Trim 7 SEC ↗
27 Wellington Management 354.91K -73.8% $13.66M 0.0% ▼ Trim 7 SEC ↗
28 Wellington Management 354.91K -73.8% $13.66M 0.0% ▼ Trim 7 SEC ↗
29 Wellington Management 354.91K -73.8% $13.66M 0.0% ▼ Trim 7 SEC ↗
30 Citigroup Inc 324.02K $12.47M 0.0% n/c 1 SEC ↗
31 Citigroup Inc 324.02K $12.47M 0.0% n/c 1 SEC ↗
32 D. E. Shaw & Co. 175.29K New $6.75M 0.0% New 1 SEC ↗
33 Charles Schwab Investment… 161.42K $6.21M 0.0% n/c 1 SEC ↗
34 Millennium Management 160.15K -18.9% $6.17M 0.0% ▼ Trim 7 SEC ↗
35 Northern Trust Corp 135.06K $5.20M 0.0% n/c 1 SEC ↗
36 Northern Trust Corp 135.06K $5.20M 0.0% n/c 1 SEC ↗
37 Northern Trust Corp 135.06K $5.20M 0.0% n/c 1 SEC ↗
38 Northern Trust Corp 135.06K $5.20M 0.0% n/c 1 SEC ↗
39 Northern Trust Corp 135.06K $5.20M 0.0% n/c 1 SEC ↗
40 JPMorgan Chase 119.07K -58.0% $4.58M 0.0% ▼ Trim 2 SEC ↗
41 JPMorgan Chase 119.07K -58.0% $4.58M 0.0% ▼ Trim 2 SEC ↗
42 JPMorgan Chase 119.07K -58.0% $4.58M 0.0% ▼ Trim 2 SEC ↗
43 JPMorgan Chase 119.07K -58.0% $4.58M 0.0% ▼ Trim 2 SEC ↗
44 Jane Street Group, Llc 117.42K $4.52M 0.0% n/c 1 SEC ↗
45 Jane Street Group, Llc 117.42K $4.52M 0.0% n/c 1 SEC ↗
46 Jane Street Group, Llc 117.42K $4.52M 0.0% n/c 1 SEC ↗
47 American Century Companies Inc 108.27K $4.17M 0.0% n/c 1 SEC ↗
48 Franklin Resources Inc 100.95K $3.89M 0.0% n/c 1 SEC ↗
49 Franklin Resources Inc 100.95K $3.89M 0.0% n/c 1 SEC ↗
50 Franklin Resources Inc 100.95K $3.89M 0.0% n/c 1 SEC ↗
51 Arrowstreet Capital 100.29K +125.1% $3.86M 0.0% ▲ Add 7 SEC ↗
52 Squarepoint Ops LLC 99.65K $3.84M 0.0% n/c 1 SEC ↗
53 Balyasny Asset Management L.P. 97.48K $3.75M 0.0% n/c 1 SEC ↗
54 Two Sigma Investments 96.41K -38.0% $3.71M 0.0% ▼ Trim 7 SEC ↗
55 Morgan Stanley 93.05K -39.4% $3.58M 0.0% ▼ Trim 2 SEC ↗
56 Morgan Stanley 93.05K -39.4% $3.58M 0.0% ▼ Trim 2 SEC ↗
57 Morgan Stanley 93.05K -39.4% $3.58M 0.0% ▼ Trim 2 SEC ↗
58 Morgan Stanley 93.05K -39.4% $3.58M 0.0% ▼ Trim 2 SEC ↗
59 Morgan Stanley 93.05K -39.4% $3.58M 0.0% ▼ Trim 2 SEC ↗
60 Morgan Stanley 93.05K -39.4% $3.58M 0.0% ▼ Trim 2 SEC ↗
61 Morgan Stanley 93.05K -39.4% $3.58M 0.0% ▼ Trim 2 SEC ↗
62 Morgan Stanley 93.05K -39.4% $3.58M 0.0% ▼ Trim 2 SEC ↗
63 Morgan Stanley 93.05K -39.4% $3.58M 0.0% ▼ Trim 2 SEC ↗
64 Morgan Stanley 93.05K -39.4% $3.58M 0.0% ▼ Trim 2 SEC ↗
65 Morgan Stanley 93.05K -39.4% $3.58M 0.0% ▼ Trim 2 SEC ↗
66 Morgan Stanley 93.05K -39.4% $3.58M 0.0% ▼ Trim 2 SEC ↗
67 Nuveen, LLC 92.04K $3.54M 0.0% n/c 1 SEC ↗
68 Nuveen, LLC 92.04K $3.54M 0.0% n/c 1 SEC ↗
69 Nuveen, LLC 92.04K $3.54M 0.0% n/c 1 SEC ↗
70 Bank of New York Mellon Corp 78.72K $3.03M 0.0% n/c 1 SEC ↗
71 Bank of New York Mellon Corp 78.72K $3.03M 0.0% n/c 1 SEC ↗
72 Bank of New York Mellon Corp 78.72K $3.03M 0.0% n/c 1 SEC ↗
73 Bank of New York Mellon Corp 78.72K $3.03M 0.0% n/c 1 SEC ↗
74 Bank of New York Mellon Corp 78.72K $3.03M 0.0% n/c 1 SEC ↗
75 Stifel Financial Corp 72.81K $2.80M 0.0% n/c 1 SEC ↗
76 Stifel Financial Corp 72.81K $2.80M 0.0% n/c 1 SEC ↗
77 Stifel Financial Corp 72.81K $2.80M 0.0% n/c 1 SEC ↗
78 Creative Planning 55.63K $2.14M 0.0% n/c 1 SEC ↗
79 Barclays Plc 55.10K $2.12M 0.0% n/c 1 SEC ↗
80 AQR Capital Management 44.33K -5.9% $1.71M 0.0% ▼ Trim 6 SEC ↗
81 AQR Capital Management 44.33K -5.9% $1.71M 0.0% ▼ Trim 6 SEC ↗
82 AQR Capital Management 44.33K -5.9% $1.71M 0.0% ▼ Trim 6 SEC ↗
83 AQR Capital Management 44.33K -5.9% $1.71M 0.0% ▼ Trim 6 SEC ↗
84 AQR Capital Management 44.33K -5.9% $1.71M 0.0% ▼ Trim 6 SEC ↗
85 AQR Capital Management 44.33K -5.9% $1.71M 0.0% ▼ Trim 6 SEC ↗
86 Bank Of America Corp /De/ 43.42K $1.67M 0.0% n/c 1 SEC ↗
87 Bank Of America Corp /De/ 43.42K $1.67M 0.0% n/c 1 SEC ↗
88 Fisher Asset Management 39.35K -6.1% $1.52M 0.0% ▼ Trim 4 SEC ↗
89 Invesco Ltd. 31.07K $1.20M 0.0% n/c 1 SEC ↗
90 Invesco Ltd. 31.07K $1.20M 0.0% n/c 1 SEC ↗
91 Invesco Ltd. 31.07K $1.20M 0.0% n/c 1 SEC ↗
92 UBS Group AG 30.96K $1.19M 0.0% n/c 1 SEC ↗
93 UBS Group AG 30.96K $1.19M 0.0% n/c 1 SEC ↗
94 Renaissance Technologies 30.00K New $1.16M 0.0% New 1 SEC ↗
95 Quantinno Capital Management LP 27.66K $1.06M 0.0% n/c 1 SEC ↗
96 Adage Capital Partners 27.11K -83.9% $1.04M 0.0% ▼ Trim 2 SEC ↗
97 State Of Wisconsin Investment Board 22.69K $873,565 0.0% n/c 1 SEC ↗
98 Wells Fargo & Company/Mn 19.40K $746,989 0.0% n/c 1 SEC ↗
99 Wells Fargo & Company/Mn 19.40K $746,989 0.0% n/c 1 SEC ↗
100 Wells Fargo & Company/Mn 19.40K $746,989 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