Bridgewater Bancshares Ownership | Who Owns Bridgewater Bancshares?
Bridgewater Bancshares Ownership Summary
Bridgewater Bancshares is owned by 49.01% institutional investors, 20.69% insiders, and 30.30% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 6.03% 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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Bridgewater Bancshares | 49.01% | 20.69% | 30.30% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Regional Banks Stocks | 38.01% | 12.17% | 49.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.65M | 6.03% | $22.32M |
| Blackrock | 1.62M | 5.85% | $18.80M |
| Vanguard group | 1.06M | 3.86% | $14.29M |
| Dimensional fund advisors lp | 877.83K | 3.21% | $11.86M |
| Punch & associates investment management | 635.00K | 2.32% | $8.58M |
| Alliancebernstein | 493.59K | 1.80% | $6.67M |
| State street | 461.75K | 1.69% | $6.24M |
| Geode capital management | 445.40K | 1.63% | $6.02M |
| Renaissance | 372.15K | 1.36% | $5.03M |
| Acadian asset management | 360.46K | 1.32% | $4.87M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ejf capital | 187.75K | 1.74% | $2.54M |
| John w. rosenthal capital management | 90.61K | 1.13% | $1.22M |
| Sippican capital advisors | 90.41K | 0.89% | $1.22M |
| Stieven capital advisors | 239.99K | 0.58% | $3.24M |
| Fourthstone | 211.41K | 0.56% | $2.86M |
| Gator capital management | 101.28K | 0.51% | $1.37M |
| Punch & associates investment management | 635.00K | 0.47% | $8.58M |
| Tradition wealth management | 355.34K | 0.42% | $4.80M |
| Maltese capital management | 148.80K | 0.31% | $2.01M |
| Next century growth investors | 295.29K | 0.30% | $3.99M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Next century growth investors | 295.29K | 0.30% | 295.29K |
| Fourthstone | 211.41K | 0.56% | 211.41K |
| Basswood capital management | 203.46K | 0.16% | 203.46K |
| Goldman sachs group | 276.14K | 0.00% | 145.05K |
| Jpmorgan chase | 123.42K | 0.00% | 92.86K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Thrivent financial for lutherans | - | - | -1.87M |
| Zacks investment management | - | - | -49.63K |
| Vanguard group | 1.06M | 0.00% | -31.71K |
| Man group | - | - | -31.55K |
| Millennium management | 10.40K | 0.00% | -29.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Next century growth investors | 295.29K | 0.30% | 295.29K | $3.99M |
| Fourthstone | 211.41K | 0.56% | 211.41K | $2.86M |
| Basswood capital management | 203.46K | 0.16% | 203.46K | $2.75M |
| Franklin resources | 12.86K | - | 12.86K | $173.79K |
| Susquehanna group, llp | 12.73K | - | 12.73K | $171.93K |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 89 | -9.18% | 13,076,986 | 0.50% | 47 | 2.16% | 41 | 2.50% | 31 | -11.43% |
| Mar 31, 2024 | 98 | -10.09% | 13,012,117 | 0.55% | 46 | 2.24% | 40 | -31.03% | 35 | 16.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Thrivent Small Cap Stock A | 1.78M | 6.49% | -48.04K |
| Vanguard Total Stock Mkt Idx Inv | 660.16K | 2.40% | - |
| Thrivent Small Cap Stock | 599.17K | 2.18% | -9.75K |
| Vanguard US Total Market Shares ETF | 598.66K | 2.17% | - |
| iShares Russell 2000 ETF | 497.71K | 1.81% | -9.45K |
| Avantis US Small Cap Value ETF | 382.86K | 1.39% | 696.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 301.59K | 1.10% | -31.29K |
| Foundry Partners Micro Cap Value | 289.35K | 1.05% | - |
| Fidelity Small Cap Index | 197.60K | 0.72% | 3.31K |
| Kennedy Extended Small Cap | 157.84K | 0.58% | 63.55K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 06, 2025 | Parish Douglas J. | - | Sell | $114.26K |
| Jul 30, 2025 | Baack Jerry J. | CEO | Sell | $320.40K |
| Jun 04, 2025 | Salazar Lisa M | CHIEF OPERATING OFFICER | Sell | $53.81K |
| May 14, 2025 | Trutna Thomas P. | - | Sell | $34.71K |
| May 08, 2025 | Crocker Mary Jayne | EVP & CHIEF STRATEGY OFFICER | Sell | $10.02K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 2 |
| 2025 Q2 | 1 | 4 |
| 2025 Q1 | - | - |
| 2024 Q4 | 1 | 9 |
| 2024 Q3 | - | 2 |
BWB Ownership FAQ
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