Midwest Holding Inc.
Midwest Holding Inc. (MDWT) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · MDWT · as of Sep 30, 2023
Ownership Breakdown
25
Institutional Holders
▲ 1 vs Q2
$28.87M
Total Inst. Value
▲ $216,898 vs Q2
3.74M
Shares Outstanding
freeFloat 57.85%
1.09M
13F Shares Held
▲ 12,462 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
MDWT largest shareholders · institutional ownership
Q3 2023 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
KNOTT DAVID M JR life insurance | 390.2K | 10.44% | 10.44% | $10.21B | Nov 13, 2023 | — held |
RAYMOND JAMES & ASSOCIATES life insurance | 107.7K | 2.88% | 2.88% | $2.82B | Oct 24, 2023 | ▼ 3.3K |
VANGUARD GROUP INC life insurance | 107.2K | 2.87% | 2.87% | $2.80B | Dec 18, 2023 | ▲ 18.4K |
PETIOLE USA LTD life insurance | 99.6K | 2.67% | 2.67% | $2.60B | Nov 14, 2023 | — held |
GRADIENT INVESTMENTS LLC life insurance | 82.2K | 2.20% | 2.20% | $2.15B | Oct 27, 2023 | — held |
CRYSTALLINE MANAGEMENT INC. life insurance | 64.0K | 1.71% | 1.71% | $1.67B | Nov 13, 2023 | ▲ 23.1K |
TRIUM CAPITAL LLP life insurance | 43.6K | 1.17% | 1.17% | $1.14B | Nov 6, 2023 | ▼ 25.7K |
ERGOTELES LLC life insurance | 37.4K | 1.00% | 1.00% | $978.69M | Nov 14, 2023 | ▼ 11.1K |
LPL FINANCIAL LLC life insurance | 37.3K | 99.81% | 99.81% | $975.34M | Nov 13, 2023 | ▼ 1.5K |
PENDERFUND CAPITAL MANAGEMENT LTD. life insurance | 35.6K | 95.31% | 95.31% | $1.26B | Nov 14, 2023 | ▲ 11.1K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2023 vs prior quarter
Q3 2023
5
Increased
+52.7K shares2
New Positions
first time holders9
Decreased
−44.5K shares1
Sold Out
fully exitedNet shares change (top 50)
+8.2K
+52.7K / −44.5K
Net new holders
-3
2 new / 1 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
MDWT insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
0
Buy transactions
1
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Knott David M Jr 10 percent owner | Dec 22, 2023 | Sale | 390,241 | $27.00 | $10.54M | 0 | Form 4 ↗ |
Nicholas Georgette C. Chief Executive Officer | Dec 20, 2023 | D-Return | 30,000 | $16.37 | $491.1K | 0 | Form 4 ↗ |
Minnich Michael W. See Remarks | Dec 20, 2023 | D-Return | 413,176 | $27.00 | $11.16M | 0 | Form 4 ↗ |
MALONEY DANIEL SCOTT See Remarks | Dec 20, 2023 | D-Return | 10,000 | $11.20 | $112.0K | 0 | Form 4 ↗ |
Leung Firman director | Dec 20, 2023 | D-Return | 3,401 | $27.00 | $91.8K | 1.2K | Form 4 ↗ |
Leung Firman director | Dec 20, 2023 | D-Return | 1,164 | $27.00 | $31.4K | 0 | Form 4 ↗ |
Leung Firman director | Dec 20, 2023 | D-Return | 100 | $25.00 | $2.5K | 0 | Form 4 ↗ |
Hompe John T. director | Dec 20, 2023 | D-Return | 3,501 | $27.00 | $94.5K | 1.2K | Form 4 ↗ |
Hompe John T. director | Dec 20, 2023 | D-Return | 100 | $25.00 | $2.5K | 0 | Form 4 ↗ |
Hompe John T. director | Dec 20, 2023 | D-Return | 1,164 | $27.00 | $31.4K | 0 | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Midwest Holding Inc. (MDWT) is primarily owned by institutional investors, who hold approximately 29.1% of total shares outstanding. Company insiders own approximately 42.15%, while retail and public investors account for the remaining 28.71%.
The largest institutional shareholder of Midwest Holding Inc. is KNOTT DAVID M JR, holding approximately 390,241 shares — equal to 10.44% of outstanding shares — as of September 30, 2023.
A total of 25 institutional investors currently hold MDWT stock, with a combined institutional value of approximately $28,870,320 as of the most recent 13F filing period.
Frequently asked questions
MDWT ownershipMidwest Holding Inc. (MDWT) is primarily owned by institutional investors, who hold approximately 29.1% of shares. The largest shareholder is KNOTT DAVID M JR with a 10.44% stake. Company insiders hold 42.15%. Data sourced from SEC Form 13F as of September 30, 2023.