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Bridgewater Bancshares Ownership | Who Owns Bridgewater Bancshares?

OverviewForecastRevenueFinancialsChartTranscripts

Bridgewater Bancshares Ownership Summary

Bridgewater Bancshares is owned by 45.35% institutional investors, 20.63% insiders, and 34.01% retail investors. Blackrock is the largest institutional shareholder, holding 5.85% of BWB shares. Thrivent Small Cap Stock A is the top mutual fund, with 6.49% of its assets in Bridgewater Bancshares shares.

BWB Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockBridgewater Bancshares45.35%20.63%34.01%
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
Blackrock1.62M5.85%$18.80M
Blackrock funding, inc. /de1.59M5.78%$25.34M
Vanguard group1.06M3.86%$14.29M
Dimensional fund advisors lp877.83K3.21%$11.86M
Alliancebernstein493.59K1.80%$6.67M
State street461.75K1.69%$6.24M
Geode capital management445.40K1.63%$6.02M
American century companies439.25K1.59%$6.99M
Punch & associates investment management424.00K1.54%$6.75M
Renaissance372.15K1.36%$5.03M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Ejf capital162.77K2.06%$2.59M
John w. rosenthal capital management90.61K1.45%$1.44M
Rhino investment partners321.43K1.40%$5.11M
Mendon capital advisors127.53K0.98%$2.03M
Sippican capital advisors90.41K0.89%$1.22M
Fourthstone211.41K0.56%$2.86M
Gator capital management100.33K0.49%$1.60M
Tradition wealth management355.34K0.42%$4.80M
Punch & associates investment management424.00K0.41%$6.75M
Maltese capital management178.47K0.40%$2.84M

Top Buyers

HolderShares% AssetsChange
Rhino investment partners321.43K1.40%321.43K
Fourthstone211.41K0.56%211.41K
Csm advisors186.95K0.09%186.95K
Goldman sachs group276.14K0.00%145.05K
Rmb capital management127.53K0.04%127.53K

Top Sellers

HolderShares% AssetsChange
Thrivent financial for lutherans---1.87M
Basswood capital management---456.30K
Stieven capital advisors---204.06K
Zacks investment management---49.63K
Ejf capital162.77K2.06%-43.34K

New Positions

HolderShares% AssetsChangeValue
Rhino investment partners321.43K1.40%321.43K$5.11M
Fourthstone211.41K0.56%211.41K$2.86M
Csm advisors186.95K0.09%186.95K$2.97M
Mendon capital advisors127.53K0.98%127.53K$2.03M
Rmb capital management127.53K0.04%127.53K$2.03M

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-6.00
Capital performance advisors llp-20.00
True wealth design-31.00
Massmutual trust co fsb/adv-74.00
Parallel advisors-245.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20251227.96%12,503,899-8.10%451.86%6380.00%34-30.61%
Mar 31, 2025111-2.63%13,511,716-9.46%491.65%35-40.68%4780.77%
Dec 31, 202442-60.38%7,292,559-46.31%261.08%19-66.07%8-71.43%
Sep 30, 202410617.78%13,583,3073.86%492.18%5636.59%28-12.50%
Jun 30, 202489-9.18%13,076,9860.50%472.16%412.50%31-11.43%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Thrivent Small Cap Stock A1.78M6.49%-48.04K
Vanguard Total Stock Mkt Idx Inv645.84K2.35%-14.32K
Thrivent Small Cap Stock599.17K2.18%-9.75K
Vanguard US Total Market Shares ETF598.66K2.17%-
iShares Russell 2000 ETF497.71K1.81%-9.45K
Avantis US Small Cap Value ETF382.86K1.39%696.00
Foundry Partners Micro Cap Value289.35K1.05%-
Vanguard Institutional Extnd Mkt Idx Tr212.37K0.77%-89.22K
Fidelity Small Cap Index205.03K0.75%7.44K
Kennedy Extended Small Cap157.84K0.58%63.55K

Recent Insider Transactions

DateNameRoleActivityValue
Sep 04, 2025Crocker Mary Jayne EVP & CHIEF STRATEGY OFFICERBuy$1.95K
Aug 26, 2025Crocker Mary Jayne EVP & CHIEF STRATEGY OFFICERSell$149.49K
Aug 25, 2025Crocker Mary Jayne EVP & CHIEF STRATEGY OFFICERSell$21.62K
Aug 22, 2025Trutna Thomas P.-Sell$100.89K
Aug 22, 2025Shellberg Jeffrey D. EVP AND CHIEF CREDIT OFFICERSell$97.20K

Insider Transactions Trends

DateBuySell
2025 Q329
2025 Q214
2025 Q1--
2024 Q419
2024 Q3-2

BWB Ownership FAQ

Who Owns Bridgewater Bancshares?

Bridgewater Bancshares shareholders are primarily institutional investors at 45.35%, followed by 20.63% insiders and 34.02% retail investors. The average institutional ownership in Bridgewater Bancshares's industry, Regional Banks Stocks, is 53.95%, which Bridgewater Bancshares falls below.

Who owns the most shares of Bridgewater Bancshares?

Bridgewater Bancshares’s largest shareholders are Blackrock (1.62M shares, 5.85%), Blackrock funding, inc. /de (1.59M shares, 5.78%), and Vanguard group (1.06M shares, 3.86%). Together, they hold 15.49% of Bridgewater Bancshares’s total shares outstanding.

Does Blackrock own Bridgewater Bancshares?

Yes, BlackRock owns 5.85% of Bridgewater Bancshares, totaling 1.62M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 18.8M$. In the last quarter, BlackRock increased its holdings by 4.24K shares, a 0.26% change.

Who is Bridgewater Bancshares’s biggest shareholder by percentage of total assets invested?

Ejf capital is Bridgewater Bancshares’s biggest shareholder by percentage of total assets invested, with 2.06% of its assets in 162.77K Bridgewater Bancshares shares, valued at 2.59M$.

Who is the top mutual fund holder of Bridgewater Bancshares shares?

Thrivent Small Cap Stock A is the top mutual fund holder of Bridgewater Bancshares shares, with 6.49% of its total shares outstanding invested in 1.78M Bridgewater Bancshares shares.

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