Hawthorn Bancshares Ownership | Who Owns Hawthorn Bancshares?


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Hawthorn Bancshares Ownership Summary


Hawthorn Bancshares is owned by 8.39% institutional investors, 18.03% insiders, and 73.59% retail investors. Ategra capital management is the largest institutional shareholder, holding 4.90% of HWBK shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.63% of its assets in Hawthorn Bancshares shares.

HWBK Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockHawthorn Bancshares8.39%18.03%73.59%
SectorFinancial Services Stocks 37.05%15.56%47.39%
IndustryRegional Banks Stocks38.40%12.62%48.98%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Ategra capital management342.39K4.90%$11.54M
Vanguard group317.84K4.55%$11.09M
Blackrock funding, inc. /de310.67K4.45%$10.47M
Fj capital management190.71K2.73%$6.43M
Dimensional fund advisors lp158.33K2.27%$5.33M
Geode capital management136.80K1.96%$4.61M
State street83.01K1.19%$2.81M
Susquehanna group, llp81.31K1.16%$2.31M
Bridgeway capital management65.19K0.93%$2.20M
Blackrock52.71K0.75%$1.04M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Ategra capital management342.39K5.73%$11.54M
Fj capital management190.71K0.72%$6.43M
Pinnacle46.13K0.50%$1.55M
Alexander labrunerie15.21K0.18%$443.34K
Eagle bluffs wealth management13.75K0.18%$466.02K
Rbf capital39.17K0.07%$1.32M
Bridgeway capital management65.19K0.04%$2.20M
Moneta group investment advisors48.73K0.01%$1.64M
Empowered funds33.05K0.01%$1.11M
Central trust5.17K0.00%$174.11K

Top Buyers

HolderShares% AssetsChange
Susquehanna group, llp81.31K0.00%50.43K
Vanguard fiduciary trust36.07K0.00%36.07K
Blackrock funding, inc. /de310.67K0.00%10.03K
Millennium management25.88K0.00%5.87K
State street83.01K0.00%4.36K

Top Sellers

HolderShares% AssetsChange
Rhino investment partners---21.61K
Qube research---18.37K
Jane street group---16.17K
Hrt financial lp---14.84K
683 capital management---11.30K

New Positions

HolderShares% AssetsChangeValue
Vanguard fiduciary trust36.07K0.00%36.07K$1.22M
Vanguard global advisers2.56K-2.56K$86.42K
Fny investment advisers30.000.00%30.00$1.00K
Root financial partners1.00-1.00$34.00

Sold Out

HolderChange
Innealta capital-1.00
True wealth design-1.00
State of wyoming-25.00
Covestor-27.00
Amalgamated bank-183.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202626-59.38%586,302-72.74%80.89%12-60.00%5-68.75%
Dec 31, 202545-23.73%1,536,764-26.33%212.47%21-30.00%11-26.67%
Sep 30, 20255616.67%2,070,6100.19%293.39%27-15.63%1566.67%
Jun 30, 20255127.50%2,094,98010.96%294.11%3575.00%9-18.18%
Mar 31, 20254011.11%1,887,9820.01%273.70%205.26%1157.14%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard US Total Market Shares ETF183.68K2.63%-
Vanguard Total Stock Mkt Idx Inv179.26K2.60%-
iShares Russell 2000 ETF105.14K1.53%893.00
Vanguard Institutional Extnd Mkt Idx Tr61.57K0.89%-
Fidelity Small Cap Index58.11K0.84%-236.00
iShares Russell 2000 Value ETF48.31K0.70%259.00
DFA US Small Cap Value I34.90K0.51%-
Russell 2000 Equity Index Fund B33.22K0.48%-18.00
EA Bridgeway Omni Small-Cap Value ETF31.55K0.46%-
Bridgeway Omni Small-Cap Value N28.40K0.41%-

Recent Insider Transactions


DateNameRoleActivityValue
Mar 11, 2025GILES BRENT M CHIEF EXECUTIVE OFFICERBuy$18.09K
Feb 27, 2025Holtaway Jonathan-Sell$36.78K
Feb 26, 2025Holtaway Jonathan-Sell$18.20K
Feb 28, 2025Holtaway Jonathan-Sell$612.20K
Feb 20, 2025Holtaway Jonathan-Sell$65.51K

Insider Transactions Trends


DateBuySell
2025 Q1111
2024 Q4-8
2024 Q32-
2024 Q29-
2024 Q111-

HWBK Ownership FAQ


Who Owns Hawthorn Bancshares?

Hawthorn Bancshares shareholders are primarily institutional investors at 8.39%, followed by 18.03% insiders and 73.58% retail investors. The average institutional ownership in Hawthorn Bancshares's industry, Regional Banks Stocks, is 38.40%, which Hawthorn Bancshares falls below.

Who owns the most shares of Hawthorn Bancshares?

Hawthorn Bancshares’s largest shareholders are Ategra capital management (342.39K shares, 4.90%), Vanguard group (317.84K shares, 4.55%), and Blackrock funding, inc. /de (310.67K shares, 4.45%). Together, they hold 13.89% of Hawthorn Bancshares’s total shares outstanding.

Does Blackrock own Hawthorn Bancshares?

Yes, BlackRock owns 0.75% of Hawthorn Bancshares, totaling 52.71K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 1.04M$. In the last quarter, BlackRock decreased its holdings by -1.718K shares, a -3.16% change.

Who is Hawthorn Bancshares’s biggest shareholder by percentage of total assets invested?

Ategra capital management is Hawthorn Bancshares’s biggest shareholder by percentage of total assets invested, with 5.73% of its assets in 342.39K Hawthorn Bancshares shares, valued at 11.54M$.

Who is the top mutual fund holder of Hawthorn Bancshares shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Hawthorn Bancshares shares, with 2.63% of its total shares outstanding invested in 183.68K Hawthorn Bancshares shares.

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