Skip to main content

Bridgewater Bancshares Inc

BWB
Exchange
Nasdaq
Industry
State Commercial Banks
SEC CIK
0001341317

In the last 90 days, Bridgewater Bancshares Inc insiders filed 0 open-market purchases and 13 sales; 150 institutions reported holding it in 13F filings for Q2 2026, worth $376.3M in total; no superinvestor holds it.

Other share classesBWBBP

13F holders, Q2 2023

Institutional positions in Bridgewater Bancshares Inc as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
94
−7 vs. Q1 2023
Shares held
13.7M
−63.4K (−0.5%) vs. Q1 2023
Total value
$135.3M
−$14.3M (−9.6%) vs. Q1 2023
New holders
18
31 more added
Sold out
25
32 more reduced

Compare with Q1 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BWB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2023: 94 institutions
Q1 2021: 99 institutionsQ2 2021: 95 institutionsQ3 2021: 93 institutionsQ4 2021: 91 institutionsQ1 2022: 98 institutionsQ2 2022: 90 institutionsQ3 2022: 93 institutionsQ4 2022: 97 institutionsQ1 2023: 101 institutionsQ2 2023: 94 institutionsQ3 2023: 87 institutionsQ4 2023: 105 institutionsQ1 2024: 97 institutionsQ2 2024: 90 institutionsQ3 2024: 107 institutionsQ4 2024: 113 institutionsQ1 2025: 114 institutionsQ2 2025: 124 institutionsQ3 2025: 128 institutionsQ4 2025: 139 institutionsQ1 2026: 141 institutionsQ2 2026: 150 institutions
Value heldQ2 2023: $135.3M
Q1 2021: $223.1MQ2 2021: $221.9MQ3 2021: $237.8MQ4 2021: $244.6MQ1 2022: $229.2MQ2 2022: $215.8MQ3 2022: $225.2MQ4 2022: $252.9MQ1 2023: $149.6MQ2 2023: $135.3MQ3 2023: $129.1MQ4 2023: $175.0MQ1 2024: $151.4MQ2 2024: $151.8MQ3 2024: $192.5MQ4 2024: $202.0MQ1 2025: $202.4MQ2 2025: $236.8MQ3 2025: $287.0MQ4 2025: $302.0MQ1 2026: $308.7MQ2 2026: $376.3M
Institutions holding BWB and their total value by quarter
QuarterHoldersValue
Q2 2026150$376.3M
Q1 2026141$308.7M
Q4 2025139$302.0M
Q3 2025128$287.0M
Q2 2025124$236.8M
Q1 2025114$202.4M
Q4 2024113$202.0M
Q3 2024107$192.5M
Q2 202490$151.8M
Q1 202497$151.4M
Q4 2023105$175.0M
Q3 202387$129.1M
Q2 202394$135.3M
Q1 2023101$149.6M
Q4 202297$252.9M
Q3 202293$225.2M
Q2 202290$215.8M
Q1 202298$229.2M
Q4 202191$244.6M
Q3 202193$237.8M
Q2 202195$221.9M
Q1 202199$223.1M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Bridgewater Bancshares Inc; share changes are against Q1 2023.

Institutions holding BWB in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Raffa Wealth Management, LLC47$4630.00%00.0%Unchanged
Gradient Investments LLC88$8670.00%+88New
The PNC Financial Services Group, Inc.189$1.86K0.00%+189New
CWM, LLC170$2.00K0.00%+149+709.5%Added
Covestor Ltd178$2.00K0.00%+160+888.9%Added
Group One Trading, L.P.300$2.96K0.00%+300New
Tower Research Capital LLC (TRC)1,297$12.8K0.00%−142−9.9%Reduced
Metropolitan Life Insurance Co1,325$13.1K0.00%+1,325New
Ameritas Investment Partners, Inc.1,907$18.8K0.00%00.0%Unchanged
Amalgamated Bank1,885$19.0K0.00%−411−17.9%Reduced
Advisor Group Holdings, Inc.2,073$20.4K0.00%+1,073+107.3%Added
Legal & General Group Plc2,074$20.4K0.00%−4,761−69.7%Reduced
New York State Common Retirement Fund3,160$31.1K0.00%−9,721−75.5%Reduced
Clear Street Markets LLC2,142$34.0K0.01%+2,142New
Barclays PLC4,033$39.7K0.00%−6,181−60.5%Reduced
Nisa Investment Advisors, LLC4,786$47.1K0.00%+4,211+732.3%Added
JNBA Financial Advisors5,000$49.3K0.01%00.0%Unchanged
BNP Paribas Arbitrage, SA5,404$53.2K0.00%−4,751−46.8%Reduced
Citigroup Inc6,189$61.0K0.00%+5,669+1,090.2%Added
California State Teachers Retirement System6,803$67.0K0.00%−18,910−73.5%Reduced
Wells Fargo & Company7,835$77.2K0.00%+4,150+112.6%Added
American International Group, Inc.9,843$97.0K0.00%+24+0.2%Added
Denali Advisors LLC10,000$98.5K0.03%+10,000New
Citadel Advisors LLC10,121$99.7K0.00%−41,074−80.2%Reduced
MetLife Investment Management10,395$102.4K0.00%00.0%Unchanged
STRS Ohio10,500$103.0K0.00%+8,800+517.6%Added
Manufacturers Life Insurance Company, The10,565$104.1K0.00%+10,565New
Voya Investment Management LLC10,746$105.8K0.00%+518+5.1%Added
Deutsche Bank AG10,907$107.4K0.00%−1,488−12.0%Reduced
HRT Financial LP11,155$109.0K0.00%+11,155New
SEI Investments Co11,128$109.6K0.00%+11,128New
Y-Intercept (Hong Kong) Ltd11,194$110.3K0.01%+11,194New
First Trust Advisors LP11,245$110.8K0.00%−2,623−18.9%Reduced
UBS Group AG12,074$118.9K0.00%+2,882+31.4%Added
Bank of America Corp14,189$139.8K0.00%−5,751−28.8%Reduced
Ballast Advisors LLC14,600$143.8K0.05%00.0%Unchanged
Janus Henderson Group PLC14,681$144.6K0.00%−157−1.1%Reduced
Harbor Capital Advisors, Inc.15,620$153.9K0.03%+15,620New
Susquehanna International Group, LLP17,268$170.1K0.00%+17,268New
D.A. Davidson & Co.17,300$170.4K0.00%+1,900+12.3%Added
Cresset Asset Management, LLC22,597$222.6K0.00%+22,597New
State of Wisconsin Investment Board23,500$231.5K0.00%+9,094+63.1%Added
Dougherty Wealth Advisers LLC25,000$246.3K0.34%00.0%Unchanged
Royal Bank of Canada26,256$258.0K0.00%+1,020+4.0%Added
Assenagon Asset Management S.A.26,820$264.2K0.00%−1,201−4.3%Reduced
BHZ Capital Management, LP27,850$274.3K0.23%+27,850New
AdvisorNet Financial, Inc28,375$279.5K0.02%00.0%Unchanged
Squarepoint Ops LLC30,116$296.6K0.00%+30,116New
Rhumbline Advisers30,462$300.1K0.00%+136+0.4%Added
Two Sigma Investments, LP31,595$311.2K0.00%−12,269−28.0%Reduced
Invesco Ltd.34,194$336.8K0.00%−6,987−17.0%Reduced
New York Life Investment Management LLC38,020$374.5K0.00%−3,750−9.0%Reduced
Cornercap Investment Counsel Inc42,108$414.8K0.07%00.0%Unchanged
Trexquant Investment LP52,136$513.5K0.01%+17,618+51.0%Added
Bridgeway Capital Management, LLC55,007$541.8K0.01%−74,158−57.4%Reduced
Charles Schwab Investment Management Inc55,290$544.6K0.00%+448+0.8%Added
Goldman Sachs Group Inc56,070$552.3K0.00%+8,305+17.4%Added
Stifel Financial Corp60,000$591.0K0.00%−83,000−58.0%Reduced
Banc Funds Co LLC63,009$621.0K0.07%00.0%Unchanged
AQR Capital Management LLC63,942$629.8K0.00%+63,942New
LWMG, LLC65,900$649.1K0.18%00.0%Unchanged
Victory Capital Management Inc65,922$649.3K0.00%−5,968−8.3%Reduced
Two Sigma Advisers, LP67,000$660.0K0.00%+10,900+19.4%Added
Foundry Partners, LLC67,375$663.6K0.04%−1,280−1.9%Reduced
JPMorgan Chase & Co69,232$681.9K0.00%−16,340−19.1%Reduced
Bank of New York Mellon Corp75,725$745.9K0.00%−695−0.9%Reduced
Arrowstreet Capital, Limited Partnership76,170$750.0K0.00%+76,170New
Nuveen Asset Management, LLC78,871$776.9K0.00%+22,120+39.0%Added
River Oaks Capital LLC84,078$828.2K1.26%−35,358−29.6%Reduced
EJF Capital LLC91,177$898.1K0.41%−192,427−67.9%Reduced
Ameriprise Financial Inc96,275$948.3K0.00%+25,428+35.9%Added
Pacific Ridge Capital Partners, LLC121,201$1.19M0.27%+50,601+71.7%Added
Mariner, LLC127,454$1.26M0.00%+127,454New
Elgethun Capital Management133,150$1.31M0.40%00.0%Unchanged
Millennium Management LLC149,822$1.48M0.00%+126,891+553.4%Added
Acadian Asset Management LLC150,397$1.48M0.01%−29,458−16.4%Reduced
Russell Investments Group, Ltd.151,042$1.49M0.00%+105,617+232.5%Added
Morgan Stanley159,269$1.57M0.00%+50,084+45.9%Added
Northern Trust Corp161,734$1.59M0.00%−12,878−7.4%Reduced
Gator Capital Management, LLC163,425$1.61M1.13%00.0%Unchanged
American Century Companies Inc198,774$1.96M0.00%+16,809+9.2%Added
John W. Rosenthal Capital Management, Inc.225,871$2.22M2.79%−10,000−4.2%Reduced
Hotchkis & Wiley Capital Management LLC265,029$2.61M0.01%+113,000+74.3%Added
Alliancebernstein L.P.309,812$3.05M0.00%+40,323+15.0%Added
Renaissance Technologies LLC383,159$3.77M0.01%−11,988−3.0%Reduced
Geode Capital Management, LLC414,689$4.08M0.00%+27,115+7.0%Added
Tradition Wealth Management, LLC416,850$4.11M0.48%+27,252+7.0%Added
State Street Corp419,819$4.14M0.00%−18,760−4.3%Reduced
Dimensional Fund Advisors LP556,936$5.49M0.00%−69,026−11.0%Reduced
Punch & Associates Investment Management, Inc.609,300$6.00M0.37%00.0%Unchanged
Vanguard Group Inc1,032,162$10.2M0.00%−7,830−0.8%Reduced
FMR LLC1,410,878$13.9M0.00%+34,819+2.5%Added
BlackRock Inc.1,631,943$16.1M0.00%−28,349−1.7%Reduced
Thrivent Financial for Lutherans2,619,585$25.8M0.06%+175,296+7.2%Added
Putnam Investments LLC0$00.00%−207,533−100.0%Sold out
GW&K Investment Management, LLC0$00.00%−183,638−100.0%Sold out
Next Century Growth Investors LLC0$00.00%−78,971−100.0%Sold out
Swiss National Bank0$00.00%−44,638−100.0%Sold out
Mesirow Financial Investment Management, Inc.0$00.00%−24,588−100.0%Sold out
Jump Financial, LLC0$00.00%−21,200−100.0%Sold out