Bridgewater Bancshares Ownership | Who Owns Bridgewater Bancshares?

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Bridgewater Bancshares Ownership Summary

Bridgewater Bancshares is owned by 26.63% institutional investors, 20.36% insiders, and 53.01% 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 6.63% of its assets in Bridgewater Bancshares shares.

BWB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Bridgewater Bancshares	26.63%	20.36%	53.01%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Regional Banks Stocks	42.21%	12.07%	45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Thrivent financial for lutherans	2.73M	9.97%	$36.88M
Blackrock funding, inc. /de	1.65M	6.03%	$22.32M
Blackrock	1.62M	5.85%	$18.80M
Vanguard group	1.06M	3.86%	$14.29M
Dimensional fund advisors lp	877.83K	3.21%	$11.86M
Punch & associates investment management	635.00K	2.32%	$8.58M
Alliancebernstein	493.59K	1.80%	$6.67M
State street	461.75K	1.69%	$6.24M
Geode capital management	445.40K	1.63%	$6.02M
Renaissance	372.15K	1.36%	$5.03M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Ejf capital	187.75K	1.74%	$2.54M
John w. rosenthal capital management	90.61K	1.13%	$1.22M
Sippican capital advisors	90.41K	0.89%	$1.22M
Stieven capital advisors	239.99K	0.58%	$3.24M
Fourthstone	211.41K	0.56%	$2.86M
Gator capital management	101.28K	0.51%	$1.37M
Punch & associates investment management	635.00K	0.47%	$8.58M
Tradition wealth management	355.34K	0.42%	$4.80M
Maltese capital management	148.80K	0.31%	$2.01M
Next century growth investors	295.29K	0.30%	$3.99M

Top Buyers

Holder	Shares	% Assets	Change
Next century growth investors	295.29K	0.30%	295.29K
Fourthstone	211.41K	0.56%	211.41K
Basswood capital management	203.46K	0.16%	203.46K
Goldman sachs group	276.14K	0.00%	145.05K
Jpmorgan chase	123.42K	0.00%	92.86K

Top Sellers

Holder	Shares	% Assets	Change
Zacks investment management	-	-	-49.63K
Vanguard group	1.06M	0.00%	-31.71K
Man group	-	-	-31.55K
Millennium management	10.40K	0.00%	-29.00K
Morgan stanley	132.64K	0.00%	-27.36K

New Positions

Holder	Shares	% Assets	Change	Value
Next century growth investors	295.29K	0.30%	295.29K	$3.99M
Fourthstone	211.41K	0.56%	211.41K	$2.86M
Basswood capital management	203.46K	0.16%	203.46K	$2.75M
Campbell & co investment adviser	18.96K	0.02%	18.96K	$256.15K
Franklin resources	12.86K	-	12.86K	$173.79K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-6.00
Capital performance advisors llp	-20.00
Massmutual trust co fsb/adv	-74.00
Parallel advisors	-245.00
Clear street markets	-416.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	42	-60.38%	7,292,559	-46.31%	26	1.08%	19	-66.07%	8	-71.43%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Thrivent Small Cap Stock A	1.83M	6.63%	-
Thrivent Small Cap Stock	601.06K	2.18%	-
Vanguard Total Stock Mkt Idx Inv	598.66K	2.17%	-
Vanguard US Total Market Shares ETF	598.66K	2.17%	-
iShares Russell 2000 ETF	553.78K	2.01%	-4.79K
Avantis US Small Cap Value ETF	326.48K	1.18%	560.00
Vanguard Institutional Extnd Mkt Idx Tr	308.76K	1.12%	1.06K
Foundry Partners Micro Cap Value	289.35K	1.05%	42.42K
Fidelity Small Cap Index	191.09K	0.69%	-3.58K
iShares Russell 2000 Value ETF	186.52K	0.68%	-

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
2025 Q1	-	-
2024 Q4	1	9
2024 Q3	-	2
2024 Q2	-	1
2024 Q1	-	4

BWB Ownership FAQ

Who Owns Bridgewater Bancshares?

Bridgewater Bancshares shareholders are primarily institutional investors at 26.63%, followed by 20.36% insiders and 53.01% retail investors. The average institutional ownership in Bridgewater Bancshares's industry, Regional Banks Stocks, is 42.21%, 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?

Ejf capital is Bridgewater Bancshares’s biggest shareholder by percentage of total assets invested, with 1.74% of its assets in 187.75K Bridgewater Bancshares shares, valued at 2.54M$.

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 6.63% of its total shares outstanding invested in 1.83M Bridgewater Bancshares shares.

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