Bogota Financial Ownership | Who Owns Bogota Financial?


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Bogota Financial Ownership Summary


Bogota Financial is owned by 8.03% institutional investors, 68.03% insiders, and 23.94% 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 Financial8.03%68.03%23.94%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryRegional Banks Stocks53.95%12.38%33.68%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
M3f495.04K3.92%$3.86M
Vanguard group180.09K1.42%$1.33M
Alliancebernstein130.14K1.02%$976.03K
Geode capital management48.90K0.39%$360.52K
Renaissance37.85K0.30%$283.88K
Bank of america corp /de/31.19K0.24%$209.93K
Northern trust16.30K0.13%$109.69K
Beese fulmer investment management15.35K0.12%$119.58K
Susquehanna group, llp15.21K0.12%$112.07K
Cetera investment advisers15.00K0.12%$116.85K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
M3f495.04K1.09%$3.86M
Beese fulmer investment management15.35K0.01%$119.58K
Renaissance37.85K0.00%$283.88K
Alliancebernstein130.14K0.00%$976.03K
Cetera investment advisers15.00K0.00%$116.85K
Tower research capital llc (trc)564.000.00%$4.23K
Northwestern mutual wealth management2.96K-$22.24K
Jpmorgan chase---
Ubs group2.71K-$20.34K
Wells fargo & company/mn---

Top Buyers

HolderShares% AssetsChange
Susquehanna group, llp15.21K-3.93K
Ubs group2.71K-2.01K
Tower research capital llc (trc)564.000.00%432.00
M3f495.04K1.09%430.00
Bank of america corp /de/31.19K-35.00

Top Sellers

HolderShares% AssetsChange
Alphaq advisors---11.85K
Wells fargo & company/mn---10.00K
Alliancebernstein130.14K0.00%-8.00K
Northern trust16.30K--924.00
Renaissance37.85K0.00%-800.00

Sold Out

HolderChange
Qube research-2.00
Jpmorgan chase-9.00
Wells fargo & company/mn-10.00K
Alphaq advisors-11.85K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Sep 30, 202416-5.88%1,018,8910.68%812.84%525.00%7-
Jun 30, 202416-20.00%995,467-6.13%711.45%4-33.33%6-14.29%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard US Total Market Shares ETF141.41K1.12%-
Vanguard Total Stock Mkt Idx Inv138.28K1.09%-3.02K
Vanguard Institutional Extnd Mkt Idx Tr25.07K0.20%-11.42K
Fidelity Extended Market Index20.27K0.16%-53.00
iShares Micro-Cap ETF9.36K0.07%-
Fidelity Nasdaq Composite Index8.81K0.07%-
Fidelity Total Market Index8.12K0.06%-
Spartan Total Market Index Pool E6.12K0.05%-
Spartan Total Market Index Pool G6.00K0.05%-
Fidelity Series Total Market Index4.63K0.04%-

Recent Insider Transactions


DateNameRoleActivityValue
Jun 18, 2025Masterson John J.-Buy$9.06K
May 23, 2025Masterson John J.-Buy$9.87K
Aug 05, 2024Masterson John J.-Buy$12.78K
Aug 02, 2024Masterson John J.-Buy$18.23K
Jun 07, 2024Pace Kevin President and CEOBuy$337.50

Insider Transactions Trends


DateBuySell
2024 Q32-
2024 Q26-
2024 Q118-
2023 Q45-
2023 Q314-

BSBK Ownership FAQ


Who Owns Bogota Financial?

Bogota Financial shareholders are primarily institutional investors at 8.03%, followed by 68.03% insiders and 23.94% retail investors. The average institutional ownership in Bogota Financial's industry, Regional Banks Stocks, is 53.95%, which Bogota Financial falls below.

Who owns the most shares of Bogota Financial?

Bogota Financial’s largest shareholders are M3f (495.04K shares, 3.92%), Vanguard group (180.09K shares, 1.42%), and Alliancebernstein (130.14K shares, 1.02%). Together, they hold 6.36% 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 1.09% of its assets in 495.04K Bogota Financial shares, valued at 3.86M$.

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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