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 9.85% of BWB shares. Thrivent Small Cap Stock A is the top mutual fund, with 6.53% of its assets in Bridgewater Bancshares shares.

BWB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Bridgewater Bancshares	49.61%	20.74%	29.66%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Thrivent financial for lutherans	2.73M	9.85%	$31.66M
Blackrock	1.62M	5.85%	$18.80M
Vanguard group	1.07M	3.88%	$12.46M
Dimensional fund advisors lp	789.99K	2.85%	$9.17M
Punch & associates investment management	615.00K	2.22%	$7.14M
Geode capital management	453.43K	1.64%	$5.26M
State street	444.47K	1.61%	$5.16M
Alliancebernstein	409.59K	1.48%	$4.76M
Renaissance	405.84K	1.47%	$4.71M
Tradition wealth management	374.87K	1.35%	$4.35M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
John w. rosenthal capital management	90.61K	1.49%	$1.05M
Stieven capital advisors	290.44K	0.75%	$3.37M
Sippican capital advisors	81.14K	0.75%	$941.98K
Gator capital management	101.67K	0.60%	$1.18M
Ejf capital	49.63K	0.43%	$576.18K
Tradition wealth management	374.87K	0.42%	$4.35M
Punch & associates investment management	615.00K	0.42%	$7.14M
Elgethun capital management	104.71K	0.31%	$1.22M
Pacific ridge capital partners	108.80K	0.30%	$1.26M
Maltese capital management	130.29K	0.28%	$1.51M

Top Buyers

Holder	Shares	% Assets	Change
Acadian asset management	342.20K	0.01%	53.02K
Alliancebernstein	409.59K	0.00%	43.24K
Dimensional fund advisors lp	789.99K	0.00%	37.09K
Punch & associates investment management	615.00K	0.42%	33.00K
Vanguard group	1.07M	0.00%	21.65K

Top Sellers

Holder	Shares	% Assets	Change
Ameriprise financial	38.20K	0.00%	-64.67K
Zacks investment management	-	-	-49.63K
Man group	-	-	-31.55K
Morgan stanley	132.64K	0.00%	-27.36K
Arrowstreet capital, limited partnership	114.79K	0.00%	-25.58K

New Positions

Holder	Shares	% Assets	Change	Value
Riverwater partners	17.87K	0.15%	17.87K	$207.48K
Corebridge financial	10.84K	0.00%	10.84K	$125.82K
Mirae asset global etfs	9.76K	0.00%	9.76K	$113.34K
Northwestern mutual wealth management	3.00K	-	3.00K	$34.83K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-6.00
Advisor group	-19.00
Massmutual trust co fsb/adv	-74.00
Clear street markets	-416.00
Comerica bank	-927.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	106	17.78%	13,583,307	3.86%	49	2.18%	56	36.59%	28	-12.50%
Jun 30, 2024	89	-9.18%	13,076,986	0.50%	47	2.16%	41	2.50%	31	-11.43%
Mar 31, 2024	98	-10.09%	13,012,117	0.55%	46	2.24%	40	-31.03%	35	16.67%
Dec 31, 2023	109	26.74%	12,941,236	-4.96%	45	1.92%	58	45.00%	30	7.14%
Sep 30, 2023	86	-7.53%	13,616,237	-0.85%	48	1.99%	40	-18.37%	28	-12.50%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Thrivent Small Cap Stock A	1.79M	6.53%	-
Thrivent Small Cap Stock	608.55K	2.22%	-
Vanguard Total Stock Mkt Idx Inv	598.66K	2.18%	-
iShares Russell 2000 ETF	543.25K	1.98%	-1.22K
Vanguard Institutional Extnd Mkt Idx Tr	342.50K	1.25%	-
Avantis US Small Cap Value ETF	251.50K	0.92%	-
Foundry Partners Micro Cap Value	246.93K	0.90%	129.22K
iShares Russell 2000 Value ETF	202.39K	0.74%	-
Fidelity Small Cap Index	200.43K	0.73%	-5.26K
Russell Inv Tax-Managed US Mid&Sm Cap S	149.68K	0.55%	-

Recent Insider Transactions

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

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	1	9
2024 Q3	-	2
2024 Q2	-	1
2024 Q1	-	4
2023 Q4	2	-

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 51.67%, 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, 9.85%), Blackrock (1.62M shares, 5.85%), and Vanguard group (1.07M shares, 3.88%). Together, they hold 19.57% 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 1.49% of its assets in 90.61K Bridgewater Bancshares shares, valued at 1.05M$.

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 6.53% of its total shares outstanding invested in 1.79M Bridgewater Bancshares shares.

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