HolderBook

BRIDGEWATER BANCSHARES INC (BWB)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

144
Reporting holders
$320.0M
Reported value
55.3%
Of shares outstanding
0.0%
Held as options
+13
Holder change

Institutions report 15,420,101 shares against 27,883,823 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
BlackRock, Inc.$37.1M1,765,4490.00%8q+11.4%+$3.8M
ALLIANCEBERNSTEIN L.P.$23.7M1,341,7470.01%31q+2.1%+$486.2K
DIMENSIONAL FUND ADVISORS LP$23.1M1,099,5440.00%29q+3.9%+$864.2K
VANGUARD CAPITAL MANAGEMENT LLC$19.8M941,4780.00%2q+2.4%+$462.0K
AMERICAN CENTURY COMPANIES INC$14.9M708,4180.01%25q+14.6%+$1.9M
GEODE CAPITAL MANAGEMENT, LLC$11.7M557,3740.00%31q+12.4%+$1.3M
STATE STREET CORP$9.9M468,5110.00%31q+3.1%+$295.3K
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$9.1M434,6600.45%31qHELD
RENAISSANCE TECHNOLOGIES LLC$8.1M385,9470.01%31q+22.8%+$1.5M
Tradition Wealth Management, LLC$7.4M349,5490.45%23q-0.7%-$48.7K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$7.3M348,0220.00%13qHELD
NEXT CENTURY GROWTH INVESTORS LLC$6.7M318,3800.36%7q-4.5%-$319.3K
TWO SIGMA INVESTMENTS, LP$6.5M308,5050.00%19q+77.6%+$2.8M
KENNEDY CAPITAL MANAGEMENT LLC$5.9M282,6490.11%10q-1.5%-$90.3K
Ancora Advisors LLC$5.0M238,5800.10%4q+1.0%+$49.2K
Hillsdale Investment Management Inc.$4.9M234,0600.11%4q+10.4%+$465.0K
Russell Investments Group, Ltd.$4.9M232,0110.00%28q+12.5%+$544.2K
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$4.8M230,2640.01%27q+0.7%+$33.0K
Hodges Capital Management Inc.$4.1M193,3900.27%3q-17.3%-$852.1K
NORTHERN TRUST CORP$3.9M186,2230.00%31q+9.1%+$327.4K
VANGUARD PORTFOLIO MANAGEMENT LLC$3.8M179,7680.00%2q+15.1%+$495.5K
MORGAN STANLEY$3.8M178,9280.00%34q-9.8%-$410.1K
ALGERT GLOBAL LLC$3.6M169,7520.04%newNEW
JPMORGAN CHASE & CO$3.6M168,9670.00%31q-6.1%-$231.5K
MALTESE CAPITAL MANAGEMENT LLC$3.6M169,1950.65%11q+1.3%+$46.1K
EJF Capital LP$3.5M164,7522.32%31q-9.3%-$357.4K
Qube Research & Technologies Ltd$3.3M158,3070.00%12q+4.9%+$156.6K
BRIDGEWAY CAPITAL MANAGEMENT, LLC$3.3M156,6280.06%14q+4.7%+$147.7K
VANGUARD FIDUCIARY TRUST CO$3.1M148,9490.00%2q+5.2%+$154.6K
AQR CAPITAL MANAGEMENT LLC$3.0M142,2730.00%6q+91.5%+$1.4M
PANAGORA ASSET MANAGEMENT INC$2.9M135,8840.01%5q+88.8%+$1.3M
GOLDMAN SACHS GROUP INC$2.8M135,0590.00%31q-5.0%-$149.0K
Villanova Investment Management Co LLC$2.7M129,7872.59%9qHELD
Curi Capital, LLC$2.7M127,3750.04%5q+6.1%+$154.9K
MENDON CAPITAL ADVISORS CORP$2.7M127,2180.95%5q+6.0%+$151.9K
Squarepoint Ops LLC$2.2M106,4920.00%7q+13.5%+$265.7K
Trexquant Investment LP$2.2M103,6930.01%2q+245.7%+$1.6M
Empowered Funds, LLC$2.1M99,1280.01%2q+7.6%+$147.7K
Gator Capital Management, LLC$2.0M97,0670.43%19q+2.5%+$49.4K
Sippican Capital Advisors$2.0M96,6851.24%11qHELD
BANC FUNDS CO LLC$2.0M96,4790.34%31q-4.9%-$105.2K
Connor, Clark & Lunn Investment Management Ltd.$2.0M95,1650.00%8q+35.9%+$529.4K
Rosenthal | Henry Capital Advisors, Inc.$1.9M90,6141.67%27qHELD
Daytona Street Capital LLC$1.8M84,8681.33%3q-1.7%-$32.1K
Bleakley Financial Group, LLC$1.8M85,5030.02%2q-1.4%-$25.9K
FIRST TRUST ADVISORS LP$1.8M83,2000.00%8q+4.2%+$71.3K
Elgethun Capital Management$1.6M77,3040.23%25q-2.4%-$40.5K
TECTONIC ADVISORS LLC$1.6M75,1220.08%3q-24.8%-$522.2K
Bank of New York Mellon Corp$1.3M63,1660.00%31q+10.7%+$128.7K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1.3M60,9360.00%31q+10.9%+$125.7K
Sixth Street Partners Management Company, L.P.$1.3M60,9360.00%newNEW
Pacific Ridge Capital Partners, LLC$1.2M59,0050.23%31q-18.1%-$273.8K
Quantinno Capital Management LP$1.2M56,8330.00%5q+20.3%+$201.5K
MILLENNIUM MANAGEMENT LLC$1.1M53,6830.00%newNEW
VICTORY CAPITAL MANAGEMENT INC$1.1M52,1500.00%31q+2.3%+$24.2K
CITADEL ADVISORS LLC$1.0M48,9450.00%11q+134.9%+$591.4K
Nuveen, LLC$1.0M48,7480.00%6q+7.1%+$67.7K
LOS ANGELES CAPITAL MANAGEMENT LLC$961.0K45,6750.00%5q+9.8%+$85.4K
Assenagon Asset Management S.A.$933.4K44,3620.00%18q-14.6%-$159.1K
STATE OF WISCONSIN INVESTMENT BOARD$781.2K37,1280.00%8q+5.5%+$40.6K
STRS OHIO$719.6K34,2000.00%14q+7.9%+$52.6K
Inspire Investing, LLC$680.3K32,3340.03%4q+12.0%+$72.6K
WELLS FARGO & COMPANY/MN$608.9K28,9420.00%14q-18.4%-$137.7K
RHUMBLINE ADVISERS$593.4K28,2030.00%31q+7.3%+$40.2K
AE Wealth Management LLC$572.8K27,2260.00%8q+8.9%+$46.6K
Invesco Ltd.$516.4K24,5430.00%26q-19.4%-$124.2K
CANADA PENSION PLAN INVESTMENT BOARD$481.8K22,9000.00%3qHELD
Prosperity Consulting Group, LLC$468.7K22,2780.02%12qHELD
MERCER GLOBAL ADVISORS INC /ADV$454.6K21,6080.00%newNEW
DEUTSCHE BANK AG\$447.4K21,2650.00%34q+182.7%+$289.2K
Vident Advisory, LLC$443.5K21,0770.00%2q-2.8%-$12.6K
AMERIPRISE FINANCIAL INC$437.2K20,7790.00%27q-50.0%-$437.2K
BANK OF AMERICA CORP /DE/$422.7K20,0880.00%31q-3.2%-$14.1K
Sequoia Financial Advisors, LLC$407.2K19,3540.00%newNEW
BNP PARIBAS FINANCIAL MARKETS$390.4K18,5530.00%31q+84.8%+$179.2K
FRANKLIN RESOURCES INC$372.2K17,6880.00%7q-39.3%-$241.1K
IEQ CAPITAL, LLC$369.1K17,5420.00%4q+41.6%+$108.4K
LPL Financial LLC$337.1K16,0210.00%4q+9.3%+$28.6K
D. E. Shaw & Co., Inc.$328.9K15,6320.00%11q-20.1%-$82.7K
CITIGROUP INC$319.2K15,1690.00%31q+373.3%+$251.7K
BALLAST ADVISORS LLC$307.2K14,6000.07%27qHELD
OCCUDO QUANTITATIVE STRATEGIES LP$306.9K14,5870.02%newNEW
NewEdge Advisors, LLC$304.9K14,4920.00%newNEW
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$287.5K13,3950.00%newNEW
MetLife Investment Management, LLC$270.2K12,8410.00%23qHELD
Cetera Investment Advisers$258.7K12,2940.00%8q-28.7%-$104.0K
XTX Topco Ltd$241.0K11,4540.00%newNEW
D.A. DAVIDSON & CO.$239.9K11,4000.00%8q-11.6%-$31.6K
NORTHLAND SECURITIES, INC.$232.6K11,0550.14%3q-27.8%-$89.4K
SEI INVESTMENTS CO$228.5K10,8580.00%13q-39.2%-$147.3K
Jump Financial, LLC$223.6K10,6250.00%newNEW
CAPTRUST FINANCIAL ADVISORS$214.1K10,1760.00%newNEW
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$208.7K9,9210.00%9qHELD
Vanguard Global Advisers, LLC$195.8K9,3050.00%2qHELD
NEW YORK STATE COMMON RETIREMENT FUND$190.9K9,0740.00%31q+117.4%+$103.1K
ROYAL BANK OF CANADA$136.0K6,4370.00%31q+26.5%+$28.5K
UBS Group AG$128.4K6,1030.00%15q-26.5%-$46.4K
Police & Firemen's Retirement System of New Jersey$122.4K5,8160.00%7qHELD
HARBOUR INVESTMENTS, INC.$122.1K5,8020.00%2qHELD
FMR LLC$115.5K5,4910.00%31q+1.4%+$1.6K

Showing the largest 100 of 150 reported holders.

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 2026144$320.0M15,420,1012358370.0%
Q1 2026131$258.2M14,596,3431141370.0%
Q4 2025130$251.0M14,323,6721739400.0%
Q3 2025120$238.5M13,550,4301348240.0%
Q2 2025118$190.7M11,974,8021943270.1%
Q1 2025106$159.2M11,350,644526450.0%
Q4 2024106$160.1M11,847,8441339190.0%
Q3 202499$149.0M10,499,6181433250.1%
Q2 202485$115.3M9,904,880428300.3%
Q1 202486$112.1M9,595,841730250.4%
Q4 202394$124.7M9,140,8291730230.9%
Q3 202376$93.1M9,822,369526220.0%
Q2 202382$98.5M9,997,5891523300.0%
Q1 202381$120.7M11,133,8231525200.0%
Q4 202273$159.3M8,980,406927150.0%
Q3 202290$225.2M13,669,738922300.0%
Q2 202287$215.8M13,367,848323320.0%
Q1 202296$229.2M13,742,053928350.0%
Q4 202189$245.0M13,860,532631250.0%
Q3 202189$237.8M13,586,822525330.0%
Q2 202192$222.2M13,753,223629400.0%
Q1 202197$223.1M13,814,3251526380.0%
Q4 202083$169.0M13,529,795925310.0%
Q3 202080$130.4M13,739,123420370.0%
Q2 202087$143.1M13,971,8131134210.0%
Q1 202084$130.9M13,432,936625380.0%
Q4 201985$189.8M13,770,850840210.0%
Q3 201986$154.4M12,934,2861730240.0%
Q2 201973$149.4M12,945,8881126160.0%
Q1 201972$128.2M12,430,237823240.0%
Q4 201868$132.2M12,526,7423200.0%