Bridgewater Bancshares Ownership | Who Owns Bridgewater Bancshares?
Bridgewater Bancshares Ownership Summary
Bridgewater Bancshares is owned by 63.61% institutional investors, 20.59% insiders, and 15.81% retail investors. Thrivent financial for lutherans is the largest institutional shareholder, holding 7.93% of BWB shares. Thrivent Small Cap Stock A is the top mutual fund, with 5.58% of its assets in Bridgewater Bancshares shares.
BWB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Bridgewater Bancshares | 63.61% | 20.59% | 15.81% |
| Sector | Financial Services Stocks | 746.79% | 13.83% | -660.62% |
| Industry | Regional Banks Stocks | 38.12% | 12.89% | 48.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Thrivent financial for lutherans | 2.21M | 7.93% | $46.39M |
| Blackrock funding, inc. /de | 1.77M | 6.35% | $37.15M |
| Blackrock | 1.62M | 5.85% | $18.80M |
| Alliancebernstein | 1.34M | 4.83% | $23.75M |
| Vanguard group | 1.21M | 4.41% | $21.16M |
| Dimensional fund advisors lp | 1.10M | 3.96% | $23.13M |
| Vanguard capital management | 941.48K | 3.39% | $19.81M |
| American century companies | 708.42K | 2.55% | $14.91M |
| Geode capital management | 557.37K | 2.00% | $11.73M |
| State street | 468.51K | 1.69% | $9.86M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Villanova investment management | 129.79K | 2.59% | $2.73M |
| Ejf capital | 164.75K | 2.32% | $3.47M |
| John w. rosenthal capital management | 90.61K | 1.67% | $1.91M |
| Sippican capital advisors | 96.69K | 1.24% | $2.03M |
| Mendon capital advisors | 127.22K | 0.95% | $2.68M |
| Maltese capital management | 169.19K | 0.65% | $3.56M |
| Corton capital | 11.45K | 0.50% | $201.49K |
| Punch & associates investment management | 434.66K | 0.45% | $9.15M |
| Tradition wealth management | 349.55K | 0.45% | $7.35M |
| Gator capital management | 97.07K | 0.43% | $2.04M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.77M | 0.00% | 180.05K |
| Algert global | 169.75K | 0.04% | 169.75K |
| Two sigma investments, lp | 308.50K | 0.00% | 134.79K |
| American century companies | 708.42K | 0.01% | 90.49K |
| Trexquant investment lp | 103.69K | 0.01% | 73.70K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Basswood capital management | - | - | -456.30K |
| Rhino investment partners | - | - | -430.46K |
| Stieven capital advisors | - | - | -204.06K |
| Marshall wace, llp | - | - | -52.80K |
| Zacks investment management | - | - | -49.63K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Algert global | 169.75K | 0.04% | 169.75K | $3.57M |
| Sixth street partners management company | 60.94K | 0.00% | 60.94K | $1.28M |
| Millennium management | 53.68K | 0.00% | 53.68K | $1.13M |
| Sequoia financial advisors | 19.35K | 0.00% | 19.35K | $407.21K |
| Wealth enhancement advisory services | 13.39K | 0.00% | 13.39K | $287.46K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -6.00 |
| Mai capital management | -15.00 |
| Root financial partners | -20.00 |
| Capital performance advisors llp | -20.00 |
| Raleigh capital management | -40.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 135 | -1.46% | 17,414,572 | 0.78% | 63 | 1.60% | 59 | -13.24% | 46 | 6.98% |
| Dec 31, 2025 | 66 | -47.62% | 8,434,027 | -48.28% | 30 | 0.88% | 30 | -54.55% | 19 | -32.14% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Thrivent Small Cap Stock A | 1.56M | 5.58% | -8.65K |
| Vanguard Morn Total Stk Mkt Idx Investor | 666.46K | 2.39% | 14.14K |
| Vanguard Total Stock Mkt Idx Inv | 666.46K | 2.39% | 14.14K |
| Avantis US Small Cap Value ETF | 629.05K | 2.26% | 1.07K |
| Vanguard US Total Market Shares ETF | 598.66K | 2.17% | - |
| iShares Russell 2000 ETF | 574.84K | 2.06% | -10.18K |
| Thrivent Small Cap Stock | 510.79K | 1.83% | -2.31K |
| Foundry Partners Micro Cap Value | 289.35K | 1.05% | - |
| CS McKee Micro Cap Value | 289.35K | 1.04% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 252.51K | 0.91% | 803.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 14, 2026 | Baack Jerry J. | CEO | Sell | $333.22K |
| Aug 13, 2026 | Baack Jerry J. | CEO | Sell | $220.28K |
| Aug 06, 2026 | Shellberg Jeffrey D. | - | Sell | $850.28K |
| Aug 05, 2026 | Shellberg Jeffrey D. | - | Sell | $3.37M |
| Aug 04, 2026 | Crocker Mary Jayne | - | Sell | $231.49K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 8 |
| 2026 Q2 | 1 | 9 |
| 2026 Q1 | - | 3 |
| 2025 Q4 | 2 | 15 |
| 2025 Q3 | 2 | 9 |
BWB Ownership FAQ
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