Bridgewater Bancshares Ownership | Who Owns Bridgewater Bancshares?


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Bridgewater Bancshares Ownership Summary


Bridgewater Bancshares is owned by 47.22% institutional investors, 20.76% insiders, and 32.02% 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


TypeName% Inst% Insiders% Retail
StockBridgewater Bancshares47.22%20.76%32.02%
SectorFinancial Services Stocks 43.55%12.63%43.82%
IndustryRegional Banks Stocks49.57%11.62%38.81%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Thrivent financial for lutherans2.73M9.85%$31.66M
Blackrock1.62M5.85%$18.80M
Vanguard group1.07M3.88%$12.46M
Dimensional fund advisors lp789.99K2.85%$9.17M
Punch & associates investment management615.00K2.22%$7.14M
Geode capital management453.43K1.64%$5.26M
State street444.47K1.61%$5.16M
Alliancebernstein409.59K1.48%$4.76M
Renaissance405.84K1.47%$4.71M
Tradition wealth management374.87K1.35%$4.35M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
John w. rosenthal capital management90.61K1.49%$1.05M
Stieven capital advisors290.44K0.75%$3.37M
Sippican capital advisors81.14K0.75%$941.98K
Gator capital management101.67K0.60%$1.18M
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
Pacific ridge capital partners108.80K0.30%$1.26M
Maltese capital management130.29K0.28%$1.51M

Top Buyers

HolderShares% AssetsChange
Acadian asset management342.20K0.01%53.02K
Alliancebernstein409.59K0.00%43.24K
Dimensional fund advisors lp789.99K0.00%37.09K
Punch & associates investment management615.00K0.42%33.00K
Vanguard group1.07M0.00%21.65K

Top Sellers

HolderShares% AssetsChange
Ameriprise financial38.20K0.00%-64.67K
Zacks investment management---49.63K
Man group---31.55K
Morgan stanley132.64K0.00%-27.36K
Arrowstreet capital, limited partnership114.79K0.00%-25.58K

New Positions

HolderShares% AssetsChangeValue
Riverwater partners17.87K0.15%17.87K$207.48K
Corebridge financial10.84K0.00%10.84K$125.82K
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
Advisor group-19.00
Massmutual trust co fsb/adv-74.00
Clear street markets-416.00
Comerica bank-927.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Jun 30, 202393-5.10%13,732,742-0.46%492.00%49-7.55%326.67%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Thrivent Small Cap Stock A1.79M6.53%-
Thrivent Small Cap Stock608.55K2.22%-
Vanguard Total Stock Mkt Idx Inv598.66K2.18%-
iShares Russell 2000 ETF543.25K1.98%-1.22K
Vanguard Institutional Extnd Mkt Idx Tr342.50K1.25%-
Avantis US Small Cap Value ETF251.50K0.92%-
Foundry Partners Micro Cap Value246.93K0.90%129.22K
iShares Russell 2000 Value ETF202.39K0.74%-
Fidelity Small Cap Index200.43K0.73%-5.26K
Russell Inv Tax-Managed US Mid&Sm Cap S149.68K0.55%-73.48K

Recent Insider Transactions


DateNameRoleActivityValue
Nov 14, 2024Parish Douglas J.-Sell$86.53K
Nov 07, 2024Trutna Thomas P.-Sell$30.26K
Oct 29, 2024Shellberg Jeffrey D. EVP AND CHIEF CREDIT OFFICERSell$295.07K
Oct 29, 2024Juran David B.-Sell$214.50K
Oct 30, 2024Juran David B.-Sell$50.60K

Insider Transactions Trends


DateBuySell
2024 Q416
2024 Q3-2
2024 Q2-1
2024 Q1-4
2023 Q42-

BWB Ownership FAQ


Who Owns Bridgewater Bancshares?

Bridgewater Bancshares shareholders are primarily institutional investors at 47.22%, followed by 20.76% insiders and 32.02% retail investors. The average institutional ownership in Bridgewater Bancshares's industry, Regional Banks Stocks, is 49.57%, 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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