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Bridgewater Bancshares Ownership | Who Owns Bridgewater Bancshares?


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Bridgewater Bancshares Ownership Summary


Bridgewater Bancshares is owned by 65.31% institutional investors, 19.87% insiders, and 14.83% 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 5.57% of its assets in Bridgewater Bancshares shares.

BWB Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockBridgewater Bancshares65.31%19.87%14.83%
SectorFinancial Services Stocks 493.55%13.79%-407.34%
IndustryRegional Banks Stocks56.79%12.57%30.64%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Thrivent financial for lutherans2.21M7.93%$46.39M
Blackrock funding, inc. /de1.77M6.35%$37.15M
Blackrock1.62M5.85%$18.80M
Alliancebernstein1.34M4.83%$23.75M
Vanguard group1.21M4.41%$21.16M
Dimensional fund advisors lp1.10M3.96%$23.13M
Vanguard capital management941.48K3.39%$19.81M
American century companies708.42K2.55%$14.91M
Geode capital management557.37K2.00%$11.73M
State street468.51K1.69%$9.86M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Villanova investment management129.79K2.59%$2.73M
Ejf capital164.75K2.32%$3.47M
John w. rosenthal capital management90.61K1.67%$1.91M
Sippican capital advisors96.69K1.24%$2.03M
Mendon capital advisors127.22K0.95%$2.68M
Maltese capital management169.19K0.65%$3.56M
Corton capital11.45K0.50%$201.49K
Punch & associates investment management434.66K0.45%$9.15M
Tradition wealth management349.55K0.45%$7.35M
Gator capital management97.07K0.43%$2.04M

Top Buyers

HolderShares% AssetsChange
Blackrock funding, inc. /de1.77M0.00%180.05K
Algert global169.75K0.04%169.75K
Two sigma investments, lp308.50K0.00%134.79K
American century companies708.42K0.01%90.49K
Trexquant investment lp103.69K0.01%73.70K

Top Sellers

HolderShares% AssetsChange
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

HolderShares% AssetsChangeValue
Algert global169.75K0.04%169.75K$3.57M
Sixth street partners management company60.94K0.00%60.94K$1.28M
Millennium management53.68K0.00%53.68K$1.13M
Sequoia financial advisors19.35K0.00%19.35K$407.21K
Wealth enhancement advisory services13.39K0.00%13.39K$287.46K

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20261497.19%18,155,4764.04%651.61%8236.67%40-18.37%
Mar 31, 2026135-1.46%17,414,5720.78%631.60%59-13.24%466.98%
Dec 31, 202566-47.62%8,434,027-48.28%300.88%30-54.55%19-32.14%
Sep 30, 202558-52.85%8,642,580-41.94%311.08%27-57.81%10-70.59%
Jun 30, 20251227.96%12,503,899-8.10%451.86%6380.00%34-30.61%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Thrivent Small Cap Stock A1.55M5.57%-3.98K
Avantis US Small Cap Value ETF687.53K2.47%4.79K
Vanguard MStar Total Stk Mkt Idx Invest678.42K2.43%-9.08K
Vanguard Morn Total Stk Mkt Idx Investor666.46K2.39%14.14K
Vanguard Total Stock Mkt Idx Inv666.46K2.39%14.14K
Vanguard US Total Market Shares ETF598.66K2.17%-
iShares Russell 2000 ETF559.98K2.01%4.80K
Thrivent Small Cap Stock512.93K1.84%2.14K
Foundry Partners Micro Cap Value289.35K1.05%-
CS McKee Micro Cap Value289.35K1.04%-

Recent Insider Transactions


DateNameRoleActivityValue
Sep 15, 2026Stejskal Jessica Anne Chief Experience OfficerSell$8.50K
Sep 09, 2026Parish Douglas J.-Sell$85.54K
Sep 02, 2026Juran David B.-Sell$13.39K
Aug 28, 2026Juran David B.-Sell$11.14K
Aug 25, 2026Juran David B.-Sell$20.25K

Insider Transactions Trends


DateBuySell
2026 Q3-16
2026 Q219
2026 Q1-3
2025 Q4215
2025 Q329

BWB Ownership FAQ


Who Owns Bridgewater Bancshares?

Bridgewater Bancshares shareholders are primarily institutional investors at 65.31%, followed by 19.87% insiders and 14.82% retail investors. The average institutional ownership in Bridgewater Bancshares's industry, Regional Banks Stocks, is 56.79%, which Bridgewater Bancshares exceeds.

Who owns the most shares of Bridgewater Bancshares?

Bridgewater Bancshares’s largest shareholders are Thrivent financial for lutherans (2.21M shares, 7.93%), Blackrock funding, inc. /de (1.77M shares, 6.35%), and Blackrock (1.62M shares, 5.85%). Together, they hold 20.13% 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?

Villanova investment management is Bridgewater Bancshares’s biggest shareholder by percentage of total assets invested, with 2.59% of its assets in 129.79K Bridgewater Bancshares shares, valued at 2.73M$.

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 5.57% of its total shares outstanding invested in 1.55M Bridgewater Bancshares shares.

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