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 8.23% of BWB shares. Thrivent Small Cap Stock A is the top mutual fund, with 5.68% 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 | 37.05% | 15.56% | 47.39% |
| Industry | Regional Banks Stocks | 38.40% | 12.62% | 48.98% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Thrivent financial for lutherans | 2.25M | 8.23% | $39.90M |
| Blackrock | 1.62M | 5.85% | $18.80M |
| Blackrock funding, inc. /de | 1.59M | 5.79% | $28.06M |
| Alliancebernstein | 1.31M | 4.80% | $23.04M |
| Vanguard group | 1.21M | 4.41% | $21.16M |
| Dimensional fund advisors lp | 1.06M | 3.87% | $18.73M |
| American century companies | 617.93K | 2.26% | $10.94M |
| Geode capital management | 496.07K | 1.81% | $8.78M |
| State street | 454.47K | 1.66% | $8.04M |
| Punch & associates investment management | 434.66K | 1.59% | $7.69M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Villanova investment management | 129.79K | 2.35% | $2.30M |
| Ejf capital | 181.74K | 2.27% | $3.22M |
| Rhino investment partners | 430.46K | 2.12% | $7.62M |
| John w. rosenthal capital management | 90.61K | 1.62% | $1.66M |
| Sippican capital advisors | 96.69K | 1.17% | $1.71M |
| Mendon capital advisors | 120.00K | 0.82% | $2.12M |
| Maltese capital management | 167.01K | 0.58% | $2.96M |
| Corton capital | 11.45K | 0.50% | $201.49K |
| Punch & associates investment management | 434.66K | 0.44% | $7.69M |
| Tradition wealth management | 351.87K | 0.44% | $6.23M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard fiduciary trust | 141.60K | 0.00% | 141.60K |
| Bleakley financial group | 86.73K | 0.02% | 86.73K |
| Qube research | 150.86K | 0.00% | 79.14K |
| American century companies | 617.93K | 0.01% | 56.26K |
| Vanguard group | 1.21M | 0.00% | 52.45K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Basswood capital management | - | - | -456.30K |
| Stieven capital advisors | - | - | -204.06K |
| Thrivent financial for lutherans | 2.25M | 0.08% | -72.81K |
| Villanova investment management | 129.79K | 2.35% | -57.64K |
| Marshall wace, llp | - | - | -52.80K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 141.60K | 0.00% | 141.60K | $2.51M |
| Bleakley financial group | 86.73K | 0.02% | 86.73K | $1.54M |
| Gsa capital partners llp | 42.82K | 0.05% | 42.82K | $758.00K |
| Vident advisory | 21.68K | 0.00% | 21.68K | $383.65K |
| Fourthstone | 13.34K | 0.04% | 13.34K | $236.03K |
Sold Out
| Holder | Change |
|---|---|
| Clearstead advisors | -2.00 |
| 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 |
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 | 1.58M | 5.68% | -624.00 |
| Vanguard Total Stock Mkt Idx Inv | 643.87K | 2.31% | - |
| Vanguard US Total Market Shares ETF | 598.66K | 2.17% | - |
| Avantis US Small Cap Value ETF | 536.42K | 1.92% | - |
| Thrivent Small Cap Stock | 508.81K | 1.83% | -102.00 |
| iShares Russell 2000 ETF | 502.30K | 1.80% | 4.23K |
| Foundry Partners Micro Cap Value | 289.35K | 1.05% | - |
| CS McKee Micro Cap Value | 289.35K | 1.04% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 253.15K | 0.91% | 6.77K |
| Ancora/Thelen Small Mid Cap Core | 218.72K | 0.79% | 410.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 11, 2026 | Crocker Mary Jayne | - | Buy | $4.10K |
| May 08, 2026 | Salazar Lisa M | CHIEF OPERATING OFFICER | Sell | $77.21K |
| May 07, 2026 | Shellberg Jeffrey D. | - | Sell | $150.81K |
| May 06, 2026 | Shellberg Jeffrey D. | - | Sell | $170.71K |
| May 01, 2026 | Shellberg Jeffrey D. | - | Sell | $1.15K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 1 | 5 |
| 2026 Q1 | - | 3 |
| 2025 Q4 | 2 | 15 |
| 2025 Q3 | 2 | 9 |
| 2025 Q2 | 1 | 4 |
BWB Ownership FAQ
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