Jennison reports 2.5% stake in MidWestOne

Jennison Associates LLC has filed an amended Schedule 13G reporting its beneficial ownership of MidWestOne Financial Group, Inc. common stock.

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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

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.

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Accepted by SEC EDGAR 01/30/2026 - 04:22 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

MIDWESTONE FINANCIAL GROUP I

(Name of Issuer)

Common Stock

(Title of Class of Securities)

598511103

(CUSIP Number)

12/31/2025

(Date of Event Which Requires Filing of this Statement)

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

CUSIP No. 598511103

1

Names of Reporting Persons

Jennison Associates LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 517,960.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 517,960.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

517,960.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

2.5 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: MIDWESTONE FINANCIAL GROUP I
(b)	Address of issuer's principal executive offices: 102 South Clinton Street, Iowa City, IA 52240
Item 2.
(a)	Name of person filing: Jennison Associates LLC
(b)	Address or principal business office or, if none, residence: 55 East 52nd Street, New York, NY 10055
(c)	Citizenship: USA
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 598511103
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 517960
(b)	Percent of class: 2.5 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 517960
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 517960
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Jennison Associates LLC

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