Bogota Financial Ownership | Who Owns Bogota Financial?


OverviewRevenueFinancialsChart

Bogota Financial Ownership Summary


Bogota Financial is owned by 2.21% institutional investors, 68.09% insiders, and 29.71% retail investors. M3f is the largest institutional shareholder, holding 3.91% 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 Financial2.21%68.09%29.71%
SectorFinancial Services Stocks 32.19%15.44%52.37%
IndustryRegional Banks Stocks31.54%12.70%55.76%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
M3f493.73K3.91%$4.49M
Vanguard group196.94K1.56%$1.67M
Alliancebernstein88.63K0.70%$806.32K
Geode capital management49.30K0.39%$418.66K
Bank of america corp /de/31.19K0.24%$209.93K
Renaissance30.55K0.24%$258.16K
Northern trust27.31K0.22%$248.42K
Beese fulmer investment management15.35K0.12%$129.71K
Susquehanna group, llp15.21K0.12%$112.07K
Cetera investment advisers15.00K0.12%$136.46K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
M3f493.73K1.27%$4.49M
Beese fulmer investment management15.35K0.01%$129.71K
Renaissance30.55K0.00%$258.16K
Alliancebernstein88.63K0.00%$806.32K
Cetera investment advisers15.00K0.00%$136.46K
Larson financial group431.000.00%$3.64K
Northwestern mutual wealth management11.42K0.00%$193.64K
Susquehanna group, llp15.21K-$112.07K
Barclays---
Blackrock10.68K-$71.90K

Top Buyers

HolderShares% AssetsChange
Northwestern mutual wealth management11.42K0.00%8.46K
Vanguard group196.94K-8.34K
Susquehanna group, llp15.21K-3.93K
Northern trust27.31K-2.78K
Renaissance30.55K0.00%1.70K

Top Sellers

HolderShares% AssetsChange
Alliancebernstein88.63K0.00%-33.98K
Alphaq advisors---11.85K
Wells fargo & company/mn---10.00K
Geode capital management49.30K--2.31K
M3f493.73K1.27%-1.30K

Sold Out

HolderChange
Barclays-1.00
Qube research-2.00
Jpmorgan chase-9.00
Tower research capital llc (trc)-100.00
Wells fargo & company/mn-10.00K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Dec 31, 202416-1,027,8860.88%812.58%620.00%4-42.86%

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 Tr33.58K0.27%-
Fidelity Extended Market Index17.43K0.14%-2.62K
iShares Micro-Cap ETF11.26K0.09%1.25K
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 Idx Fd - NL5.55K0.04%-2.46K

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 2.21%, followed by 68.09% insiders and 29.70% retail investors. The average institutional ownership in Bogota Financial's industry, Regional Banks Stocks, is 31.54%, which Bogota Financial falls below.

Who owns the most shares of Bogota Financial?

Bogota Financial’s largest shareholders are M3f (493.73K shares, 3.91%), Vanguard group (196.94K shares, 1.56%), and Alliancebernstein (88.63K shares, 0.70%). Together, they hold 6.17% 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 1.27% of its assets in 493.73K Bogota Financial shares, valued at 4.49M$.

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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