Bridgewater Bancshares Ownership | Who Owns Bridgewater Bancshares?
Bridgewater Bancshares Ownership Summary
Bridgewater Bancshares is owned by 30.81% institutional investors, 19.25% insiders, and 49.95% retail investors. Thrivent financial for lutherans is the largest institutional shareholder, holding 8.50% 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 | 30.81% | 19.25% | 49.95% |
| Sector | Financial Services Stocks | 32.03% | 15.42% | 52.55% |
| Industry | Regional Banks Stocks | 31.54% | 12.64% | 55.83% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Thrivent financial for lutherans | 2.33M | 8.50% | $40.79M |
| Blackrock funding, inc. /de | 1.60M | 5.85% | $28.08M |
| Blackrock | 1.62M | 5.85% | $18.80M |
| Alliancebernstein | 1.28M | 4.65% | $22.57M |
| Vanguard group | 1.21M | 4.41% | $21.16M |
| Dimensional fund advisors lp | 1.03M | 3.77% | $18.10M |
| American century companies | 514.81K | 1.87% | $9.06M |
| Geode capital management | 496.12K | 1.81% | $8.70M |
| State street | 481.79K | 1.75% | $8.48M |
| 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 | 1.47% | $1.59M |
| Sippican capital advisors | 97.31K | 1.10% | $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 |
| Punch & associates investment management | 433.96K | 0.44% | $7.64M |
| Tradition wealth management | 350.39K | 0.44% | $6.14M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alliancebernstein | 1.28M | 0.01% | 827.14K |
| Hodges capital management | 220.29K | 0.33% | 220.29K |
| Ancora advisors | 194.64K | 0.07% | 194.64K |
| Kennedy capital management | 271.83K | 0.11% | 111.59K |
| Tectonic advisors | 88.05K | 0.08% | 88.05K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Basswood capital management | - | - | -456.30K |
| Stieven capital advisors | - | - | -204.06K |
| Renaissance | 326.45K | 0.01% | -62.70K |
| Marshall wace, llp | - | - | -52.80K |
| Zacks investment management | - | - | -49.63K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Hodges capital management | 220.29K | 0.33% | 220.29K | $3.86M |
| Ancora advisors | 194.64K | 0.07% | 194.64K | $3.43M |
| Tectonic advisors | 88.05K | 0.08% | 88.05K | $1.54M |
| Inspire investing | 26.20K | 0.04% | 26.20K | $461.19K |
| Northland securities | 18.05K | 0.30% | 18.05K | $316.50M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 42 | -60.38% | 7,292,559 | -46.31% | 26 | 1.08% | 19 | -66.07% | 8 | -71.43% |
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 |
|---|---|---|---|---|
| Feb 10, 2026 | Trutna Thomas P. | - | Sell | $253.69K |
| Feb 06, 2026 | Shellberg Jeffrey D. | - | Sell | $185.84K |
| Feb 05, 2026 | Johnson James S. | - | Sell | $92.89K |
| Dec 10, 2025 | Chybowski Joseph M. | PRESIDENT & CFO | Sell | $94.05K |
| Dec 09, 2025 | Shellberg Jeffrey D. | - | Sell | $389.99K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 3 |
| 2025 Q4 | 2 | 15 |
| 2025 Q3 | 2 | 9 |
| 2025 Q2 | 1 | 4 |
| 2025 Q1 | - | - |
BWB Ownership FAQ
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