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Bogota Financial Ownership | Who Owns Bogota Financial?


OverviewRevenueFinancialsChart

Bogota Financial Ownership Summary


Bogota Financial is owned by 6.62% institutional investors, 69.05% insiders, and 24.33% 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 Financial6.62%69.05%24.33%
SectorFinancial Services Stocks 493.55%13.79%-407.34%
IndustryRegional Banks Stocks56.79%12.57%30.64%

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
Renaissance31.25K0.25%$265.63K
Bank of america corp /de/31.19K0.24%$209.93K
Vanguard fiduciary trust22.78K0.18%$193.63K
Susquehanna group, llp15.21K0.12%$112.07K
Cetera investment advisers15.00K0.12%$127.50K
Blackrock funding, inc. /de12.08K0.10%$102.66K
Blackrock10.68K0.08%$71.90K

Top Institutional Shareholders by % of Total Assets

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

Top Buyers

HolderShares% AssetsChange
Vanguard fiduciary trust22.78K-22.78K
Vanguard group196.94K-8.34K
Susquehanna group, llp15.21K-3.93K
Vanguard global advisers2.30K-2.30K
Geode capital management50.50K-1.20K

Top Sellers

HolderShares% AssetsChange
Alliancebernstein---78.83K
Fmr---46.37K
Northern trust---24.53K
Beese fulmer investment management---15.35K
Alphaq advisors---11.85K

New Positions

HolderShares% AssetsChangeValue
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 %
Jun 30, 202615-6.25%827,285-10.34%612.36%8-27.27%5150.00%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard US Total Market Shares ETF141.41K1.12%-
Vanguard MStar Total Stk Mkt Idx Invest138.28K1.08%-
Vanguard Total Stock Mkt Idx Inv138.28K1.08%-
Vanguard Morn Total Stk Mkt Idx Investor138.28K1.08%-
Vanguard Institutional Extnd Mkt Idx Tr40.02K0.31%-
Fidelity Extended Market Index16.77K0.13%-24.00
iShares Micro-Cap ETF14.52K0.12%-194.00
Fidelity Growth & Income11.47K0.09%8.46K
Fidelity Nasdaq Composite Index8.81K0.07%-
Fidelity Total Market Index8.05K0.06%-

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 6.62%, followed by 69.05% insiders and 24.33% retail investors. The average institutional ownership in Bogota Financial's industry, Regional Banks Stocks, is 56.79%, 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?

Yes, BlackRock owns 0.08% of Bogota Financial, totaling 10.68K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 71.9K$. In the last quarter, BlackRock decreased its holdings by -780 shares, a -6.80% change.

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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