Bridgewater Bancshares Ownership | Who Owns Bridgewater Bancshares?


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Bridgewater Bancshares Ownership Summary


Bridgewater Bancshares is owned by 49.61% institutional investors, 20.74% insiders, and 29.66% retail investors. Thrivent financial for lutherans is the largest institutional shareholder, holding 9.97% of BWB shares. Thrivent Small Cap Stock A is the top mutual fund, with 6.64% of its assets in Bridgewater Bancshares shares.

BWB Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockBridgewater Bancshares49.61%20.74%29.66%
SectorFinancial Services Stocks 86.48%14.02%-0.50%
IndustryRegional Banks Stocks51.80%12.03%36.18%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Thrivent financial for lutherans2.73M9.97%$36.88M
Blackrock funding, inc. /de1.65M6.03%$22.32M
Blackrock1.62M5.85%$18.80M
Vanguard group1.06M3.86%$14.29M
Dimensional fund advisors lp789.99K2.85%$9.17M
Punch & associates investment management615.00K2.22%$7.14M
Alliancebernstein493.59K1.80%$6.67M
Geode capital management445.40K1.63%$6.02M
State street444.47K1.61%$5.16M
Renaissance405.84K1.47%$4.71M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
John w. rosenthal capital management90.61K1.13%$1.22M
Sippican capital advisors90.41K0.89%$1.22M
Gator capital management101.67K0.60%$1.18M
Stieven capital advisors239.99K0.58%$3.24M
Ejf capital49.63K0.43%$576.18K
Tradition wealth management374.87K0.42%$4.35M
Punch & associates investment management615.00K0.42%$7.14M
Elgethun capital management104.71K0.31%$1.22M
Maltese capital management130.29K0.28%$1.51M
Dougherty wealth advisers25.00K0.26%$337.75K

Top Buyers

HolderShares% AssetsChange
Goldman sachs group276.14K0.00%145.05K
Jpmorgan chase123.42K0.00%92.86K
Stieven capital advisors239.99K0.58%86.20K
Alliancebernstein493.59K0.00%57.98K
Dimensional fund advisors lp789.99K0.00%37.09K

Top Sellers

HolderShares% AssetsChange
Ameriprise financial38.20K0.00%-64.67K
Zacks investment management---49.63K
Vanguard group1.06M0.00%-31.71K
Man group---31.55K
Morgan stanley132.64K0.00%-27.36K

New Positions

HolderShares% AssetsChangeValue
Campbell & co investment adviser18.96K0.02%18.96K$256.15K
Franklin resources12.86K-12.86K$173.79K
Proficio capital partners11.65K0.00%11.65K$11.65K
Mirae asset global etfs9.76K0.00%9.76K$113.34K
Northwestern mutual wealth management3.00K-3.00K$34.83K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-6.00
Capital performance advisors llp-20.00
Massmutual trust co fsb/adv-74.00
Clear street markets-416.00
Larson financial group-829.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202410617.78%13,583,3073.86%492.18%5636.59%28-12.50%
Jun 30, 202489-9.18%13,076,9860.50%472.16%412.50%31-11.43%
Mar 31, 202498-10.09%13,012,1170.55%462.24%40-31.03%3516.67%
Dec 31, 202310926.74%12,941,236-4.96%451.92%5845.00%307.14%
Sep 30, 202386-7.53%13,616,237-0.85%481.99%40-18.37%28-12.50%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Thrivent Small Cap Stock A1.83M6.64%-
Vanguard Total Stock Mkt Idx Inv598.66K2.18%-
Thrivent Small Cap Stock601.06K2.18%-
iShares Russell 2000 ETF573.79K2.08%-4.35K
Vanguard Institutional Extnd Mkt Idx Tr307.50K1.12%-38.29K
Avantis US Small Cap Value ETF293.48K1.06%792.00
Foundry Partners Micro Cap Value289.35K1.05%42.42K
Fidelity Small Cap Index194.67K0.71%-4.15K
iShares Russell 2000 Value ETF189.10K0.69%258.00
Kennedy Extended Small Cap157.84K0.58%63.55K

Recent Insider Transactions


DateNameRoleActivityValue
Dec 11, 2024Chybowski Joseph M. PRESIDENT & CFOSell$46.53K
Nov 21, 2024Johnson James S.-Sell$70.58K
Nov 18, 2024Johnson James S.-Sell$10.26K
Nov 14, 2024Parish Douglas J.-Sell$86.53K
Nov 07, 2024Trutna Thomas P.-Sell$30.26K

Insider Transactions Trends


DateBuySell
2025 Q1--
2024 Q419
2024 Q3-2
2024 Q2-1
2024 Q1-4

BWB Ownership FAQ


Who Owns Bridgewater Bancshares?

Bridgewater Bancshares shareholders are primarily institutional investors at 49.61%, followed by 20.74% insiders and 29.65% retail investors. The average institutional ownership in Bridgewater Bancshares's industry, Regional Banks Stocks, is 51.80%, which Bridgewater Bancshares falls below.

Who owns the most shares of Bridgewater Bancshares?

Bridgewater Bancshares’s largest shareholders are Thrivent financial for lutherans (2.73M shares, 9.97%), Blackrock funding, inc. /de (1.65M shares, 6.03%), and Blackrock (1.62M shares, 5.85%). Together, they hold 21.85% 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?

John w. rosenthal capital management is Bridgewater Bancshares’s biggest shareholder by percentage of total assets invested, with 1.13% of its assets in 90.61K Bridgewater Bancshares shares, valued at 1.22M$.

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 6.64% of its total shares outstanding invested in 1.83M Bridgewater Bancshares shares.

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