Bridgewater Bancshares Ownership | Who Owns Bridgewater Bancshares?
Bridgewater Bancshares Ownership Summary
Bridgewater Bancshares is owned by 31.35% institutional investors, 20.67% insiders, and 47.99% retail investors. Thrivent financial for lutherans is the largest institutional shareholder, holding 8.42% of BWB shares. Thrivent Small Cap Stock A is the top mutual fund, with 6.21% of its assets in Bridgewater Bancshares shares.
BWB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Bridgewater Bancshares | 31.35% | 20.67% | 47.99% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 39.22% | 12.54% | 48.24% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Thrivent financial for lutherans | 2.32M | 8.42% | $40.85M |
| Blackrock | 1.62M | 5.85% | $18.80M |
| Blackrock funding, inc. /de | 1.58M | 5.72% | $27.77M |
| Alliancebernstein | 1.28M | 4.65% | $22.57M |
| Vanguard group | 1.15M | 4.19% | $20.33M |
| Dimensional fund advisors lp | 993.52K | 3.60% | $17.48M |
| American century companies | 514.81K | 1.87% | $9.06M |
| State street | 481.79K | 1.75% | $8.48M |
| Geode capital management | 480.92K | 1.74% | $8.47M |
| Punch & associates investment management | 433.96K | 1.57% | $7.64M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Villanova investment management | 186.65K | 2.28% | $3.29M |
| Ejf capital | 195.64K | 2.00% | $3.44M |
| Rhino investment partners | 336.19K | 1.87% | $5.92M |
| John w. rosenthal capital management | 90.61K | 1.53% | $1.59M |
| Sippican capital advisors | 97.31K | 1.13% | $1.71M |
| Mendon capital advisors | 127.53K | 0.86% | $2.24M |
| Corton capital | 11.45K | 0.50% | $201.49K |
| Maltese capital management | 175.00K | 0.47% | $3.08M |
| Tradition wealth management | 352.39K | 0.46% | $6.20M |
| Gator capital management | 101.00K | 0.45% | $1.78M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alliancebernstein | 1.28M | 0.01% | 827.14K |
| Ancora advisors | 194.64K | 0.07% | 194.64K |
| Hillsdale investment management | 152.86K | 0.08% | 152.86K |
| Kennedy capital management | 271.83K | 0.11% | 111.59K |
| American century companies | 514.81K | 0.00% | 75.56K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Basswood capital management | - | - | -456.30K |
| Stieven capital advisors | - | - | -204.06K |
| Thrivent financial for lutherans | 2.32M | 0.08% | -61.00K |
| Zacks investment management | - | - | -49.63K |
| Hotchkis & wiley capital management | 235.24K | 0.01% | -45.44K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Ancora advisors | 194.64K | 0.07% | 194.64K | $3.43M |
| Hillsdale investment management | 152.86K | 0.08% | 152.86K | $2.69M |
| Inspire investing | 26.20K | 0.04% | 26.20K | $461.19K |
| Brandywine global investment management | 14.01K | 0.00% | 14.01K | $246.58K |
| Brevan howard capital management lp | 13.20K | 0.00% | 13.20K | $232.32K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -6.00 |
| Capital performance advisors llp | -20.00 |
| Raleigh capital management | -40.00 |
| Raymond james financial | -41.00 |
| Massmutual trust co fsb/adv | -74.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 58 | -52.85% | 8,642,580 | -41.94% | 31 | 1.08% | 27 | -57.81% | 10 | -70.59% |
| Jun 30, 2025 | 122 | 7.96% | 12,503,899 | -8.10% | 45 | 1.86% | 63 | 80.00% | 34 | -30.61% |
| Mar 31, 2025 | 111 | -2.63% | 13,511,716 | -9.46% | 49 | 1.65% | 35 | -40.68% | 47 | 80.77% |
| Dec 31, 2024 | 42 | -60.38% | 7,292,559 | -46.31% | 26 | 1.08% | 19 | -66.07% | 8 | -71.43% |
| Sep 30, 2024 | 106 | 17.78% | 13,583,307 | 3.86% | 49 | 2.18% | 56 | 36.59% | 28 | -12.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Thrivent Small Cap Stock A | 1.71M | 6.21% | -75.44K |
| Vanguard Total Stock Mkt Idx Inv | 645.84K | 2.35% | -14.32K |
| Vanguard US Total Market Shares ETF | 598.66K | 2.17% | - |
| iShares Russell 2000 ETF | 508.60K | 1.85% | - |
| Thrivent Small Cap Stock | 495.83K | 1.80% | -103.34K |
| Avantis US Small Cap Value ETF | 401.41K | 1.46% | 1.61K |
| Foundry Partners Micro Cap Value | 289.35K | 1.05% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 212.37K | 0.77% | -89.22K |
| Fidelity Small Cap Index | 205.03K | 0.75% | 7.44K |
| Kennedy Extended Small Cap | 157.84K | 0.58% | 63.55K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 10, 2025 | Chybowski Joseph M. | PRESIDENT & CFO | Sell | $94.05K |
| Dec 09, 2025 | Shellberg Jeffrey D. | - | Sell | $389.99K |
| Dec 09, 2025 | Chybowski Joseph M. | PRESIDENT & CFO | Sell | $121.95K |
| Dec 08, 2025 | Baack Jerry J. | CEO | Sell | $251.80K |
| Dec 09, 2025 | Baack Jerry J. | CEO | Sell | $234.36K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 2 | 15 |
| 2025 Q3 | 2 | 9 |
| 2025 Q2 | 1 | 4 |
| 2025 Q1 | - | - |
| 2024 Q4 | 1 | 9 |
BWB Ownership FAQ
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