Hawthorn Bancshares Ownership | Who Owns Hawthorn Bancshares?


OverviewRevenueFinancialsChart

Hawthorn Bancshares Ownership Summary


Hawthorn Bancshares is owned by 21.99% institutional investors, 17.65% insiders, and 60.36% 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 Bancshares21.99%17.65%60.36%
SectorFinancial Services Stocks 32.03%15.42%52.55%
IndustryRegional Banks Stocks31.54%12.64%55.83%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Ategra capital management342.39K4.90%$10.63M
Vanguard group317.84K4.55%$11.09M
Blackrock funding, inc. /de300.64K4.30%$10.49M
Fj capital management190.71K2.73%$5.92M
Dimensional fund advisors lp155.91K2.23%$5.44M
Geode capital management139.61K2.00%$4.87M
Susquehanna group, llp81.31K1.16%$2.31M
Bridgeway capital management75.69K1.08%$2.35M
State street73.78K1.06%$2.30M
Blackrock52.71K0.75%$1.04M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Ategra capital management342.39K6.27%$10.63M
Fj capital management190.71K0.63%$5.92M
Pinnacle47.76K0.56%$1.67M
Alexander labrunerie15.21K0.18%$443.34K
Eagle bluffs wealth management13.25K0.18%$413.61K
Rbf capital39.17K0.05%$1.22M
Bridgeway capital management75.69K0.05%$2.35M
Moneta group investment advisors48.54K0.01%$1.69M
Empowered funds33.05K0.01%$1.15M
Optima capital530.000.01%$18.59K

Top Buyers

HolderShares% AssetsChange
Susquehanna group, llp81.31K0.00%50.43K
Blackrock funding, inc. /de300.64K0.00%26.67K
State street73.78K0.00%9.68K
Goldman sachs group30.79K0.00%7.16K
Creative planning6.63K0.00%6.63K

Top Sellers

HolderShares% AssetsChange
Fj capital management190.71K0.63%-30.45K
Rhino investment partners---21.61K
Qube research---18.37K
Jane street group---16.17K
Hrt financial lp---14.84K

New Positions

HolderShares% AssetsChangeValue
Creative planning6.63K0.00%6.63K$205.95K
Srs capital advisors1.14K0.00%1.14K$35.45K
Optima capital530.000.01%530.00$18.59K
Russell investments group481.00-481.00$14.93K
Fmr5.00-5.00$155.00

Sold Out

HolderChange
True wealth design-1.00
Innealta capital-1.00
State of wyoming-25.00
Covestor-27.00
Umb bank, n.a.-3.23K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Dec 31, 202415-55.88%732,591-61.61%101.38%7-56.25%4-55.56%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard US Total Market Shares ETF183.68K2.63%-
Vanguard Total Stock Mkt Idx Inv179.72K2.60%-3.96K
iShares Russell 2000 ETF80.97K1.17%-
Vanguard Institutional Extnd Mkt Idx Tr67.04K0.97%-28.01K
Fidelity Small Cap Index58.79K0.85%58.79K
iShares Russell 2000 Value ETF50.42K0.73%-
DFA US Small Cap Value I35.81K0.52%-
Fidelity Extended Market Index34.97K0.51%-287.00
EA Bridgeway Omni Small-Cap Value ETF33.05K0.48%-
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 21.99%, followed by 17.65% insiders and 60.36% retail investors. The average institutional ownership in Hawthorn Bancshares's industry, Regional Banks Stocks, is 31.54%, 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 (300.64K shares, 4.30%). Together, they hold 13.75% 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 6.27% of its assets in 342.39K Hawthorn Bancshares shares, valued at 10.63M$.

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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