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Jennison Associates discloses 2.5% MidWestOne Financial stake (MOFG)

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Jennison Associates LLC has filed an amended Schedule 13G reporting its beneficial ownership of MidWestOne Financial Group, Inc. common stock. As of 12/31/2025, Jennison reports beneficial ownership of 517,960 shares, representing 2.5% of the outstanding common stock.

Jennison has sole voting power over all 517,960 shares and shared dispositive power over the same amount, with no sole dispositive power. The firm certifies the position is held in the ordinary course of business and not for the purpose of influencing control of MidWestOne.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G



Jennison Associates LLC
Signature:Beata Markowicz
Name/Title:Senior Vice President, Compliance
Date:01/30/2026

FAQ

What ownership stake in MOFG does Jennison Associates report?

Jennison Associates reports beneficial ownership of 517,960 MidWestOne Financial Group (MOFG) common shares, representing 2.5% of the class as of December 31, 2025. This filing reflects its status as a significant but non-controlling institutional shareholder.

Does Jennison Associates control MidWestOne Financial Group (MOFG)?

Jennison Associates states the MOFG shares were acquired and are held in the ordinary course of business, not to change or influence control. The firm explicitly certifies it is not participating in any transaction intended to influence the control of MidWestOne Financial Group.

What voting and dispositive powers does Jennison have over MOFG shares?

Jennison Associates reports sole voting power over 517,960 MOFG shares and shared dispositive power over the same number. It reports no sole dispositive power and no shared voting power, clarifying how it can vote and dispose of the position.

Why did Jennison Associates file an amended Schedule 13G for MOFG?

The amended Schedule 13G (Amendment No. 1) reflects Jennison’s updated beneficial ownership information in MOFG as of December 31, 2025. Such amendments are required when institutional investors’ ownership or other reportable details change under SEC beneficial ownership rules.

What type of investor is Jennison Associates in this MOFG filing?

Jennison Associates identifies itself in the Schedule 13G framework as an investment adviser consistent with Rule 13d-1(b)(1)(ii)(E). It files as a U.S. institutional investor managing client accounts, rather than as a bank, broker-dealer, or other entity type listed in the rule.

What is the CUSIP and security class reported for MOFG?

The filing covers common stock of MidWestOne Financial Group, identified by CUSIP 598511103. This unique CUSIP number helps investors and market participants clearly identify the specific equity security referenced in Jennison Associates’ Schedule 13G/A ownership report.
Midwestone

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