Bogota Financial Ownership | Who Owns Bogota Financial?


OverviewRevenueFinancialsChart

Bogota Financial Ownership Summary


Bogota Financial is owned by 7.08% institutional investors, 68.55% insiders, and 24.38% retail investors. M3f is the largest institutional shareholder, holding 3.92% of BSBK shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 1.12% of its assets in Bogota Financial shares.

BSBK Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockBogota Financial7.08%68.55%24.38%
SectorFinancial Services Stocks 37.05%15.59%47.36%
IndustryRegional Banks Stocks38.44%12.57%48.99%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
M3f493.73K3.92%$4.20M
Vanguard group196.94K1.56%$1.67M
Geode capital management50.50K0.40%$429.32K
Fmr46.37K0.37%$394.18K
Renaissance31.25K0.25%$265.63K
Bank of america corp /de/31.19K0.24%$209.93K
Northern trust24.53K0.19%$208.50K
Vanguard fiduciary trust22.78K0.18%$193.63K
Beese fulmer investment management15.35K0.12%$130.47K
Susquehanna group, llp15.21K0.12%$112.07K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
M3f493.73K1.04%$4.20M
Beese fulmer investment management15.35K0.01%$130.47K
Renaissance31.25K0.00%$265.63K
Cetera investment advisers15.00K0.00%$127.50K
Tower research capital llc (trc)277.000.00%$2.35K
Susquehanna group, llp15.21K-$112.07K
Barclays---
Blackrock10.68K-$71.90K
Alphaq advisors---
Bank of america corp /de/31.19K-$209.93K

Top Buyers

HolderShares% AssetsChange
Fmr46.37K-46.37K
Vanguard fiduciary trust22.78K-22.78K
Vanguard group196.94K-8.34K
Susquehanna group, llp15.21K-3.93K
Vanguard global advisers2.30K-2.30K

Top Sellers

HolderShares% AssetsChange
Alliancebernstein---78.83K
Alphaq advisors---11.85K
Wells fargo & company/mn---10.00K
Blackrock10.68K--780.00
Larson financial group---431.00

New Positions

HolderShares% AssetsChangeValue
Fmr46.37K-46.37K$394.18K
Vanguard fiduciary trust22.78K-22.78K$193.63K
Vanguard global advisers2.30K-2.30K$19.55K
Citigroup1.00-1.00$9.00

Sold Out

HolderChange
Barclays-1.00
Qube research-2.00
Jpmorgan chase-9.00
Larson financial group-431.00
Wells fargo & company/mn-10.00K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2026157.14%891,928-6.37%712.44%10150.00%2-66.67%
Dec 31, 20257-50.00%278,789-70.97%23.82%2-71.43%3-25.00%
Sep 30, 20254-71.43%744,646-26.65%59.13%3-25.00%1-80.00%
Jun 30, 202514-17.65%1,015,171-2.11%811.95%4-5-37.50%
Mar 31, 2025176.25%1,037,0710.89%812.52%4-33.33%8100.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard US Total Market Shares ETF141.41K1.12%-
Vanguard Total Stock Mkt Idx Inv138.28K1.10%-
Vanguard Institutional Extnd Mkt Idx Tr40.17K0.32%6.59K
Fidelity Extended Market Index17.22K0.14%-75.00
iShares Micro-Cap ETF11.19K0.09%-
Fidelity Nasdaq Composite Index8.81K0.07%-
Fidelity Total Market Index8.05K0.06%-
Spartan Total Market Index Pool E6.12K0.05%-
Spartan Total Market Index Pool G6.07K0.05%-
NT Ext Equity Mkt Index Fund - NL5.55K0.04%-

Recent Insider Transactions


DateNameRoleActivityValue
Dec 12, 2025Masterson John J.-Buy$18.06K
Dec 08, 2025Masterson John J.-Buy$4.93K
Dec 05, 2025Masterson John J.-Buy$8.40K
Jun 18, 2025Masterson John J.-Buy$9.06K
May 23, 2025Masterson John J.-Buy$9.87K

Insider Transactions Trends


DateBuySell
2025 Q42-
2025 Q22-
2025 Q1--
2024 Q32-
2024 Q26-

BSBK Ownership FAQ


Who Owns Bogota Financial?

Bogota Financial shareholders are primarily institutional investors at 7.08%, followed by 68.55% insiders and 24.37% retail investors. The average institutional ownership in Bogota Financial's industry, Regional Banks Stocks, is 38.44%, which Bogota Financial falls below.

Who owns the most shares of Bogota Financial?

Bogota Financial’s largest shareholders are M3f (493.73K shares, 3.92%), Vanguard group (196.94K shares, 1.56%), and Geode capital management (50.5K shares, 0.40%). Together, they hold 5.88% of Bogota Financial’s total shares outstanding.

Does Blackrock own Bogota Financial?

BlackRock is not among the top 10 institutional shareholders of Bogota Financial.

Who is Bogota Financial’s biggest shareholder by percentage of total assets invested?

M3f is Bogota Financial’s biggest shareholder by percentage of total assets invested, with 1.04% of its assets in 493.73K Bogota Financial shares, valued at 4.2M$.

Who is the top mutual fund holder of Bogota Financial shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Bogota Financial shares, with 1.12% of its total shares outstanding invested in 141.42K Bogota Financial shares.

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