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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, Q3 2023

Institutional positions in Bridgewater Bancshares Inc as of Sep 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
87
−7 vs. Q2 2023
Shares held
13.6M
−116.5K (−0.8%) vs. Q2 2023
Total value
$129.1M
−$6.20M (−4.6%) vs. Q2 2023
New holders
6
34 more added
Sold out
13
28 more reduced

Compare with Q2 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 holdersQ3 2023: 87 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 heldQ3 2023: $129.1M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Bridgewater Bancshares Inc; share changes are against Q2 2023.

Institutions holding BWB in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Raffa Wealth Management, LLC47$4460.00%00.0%Unchanged
Gradient Investments LLC88$8340.00%00.0%Unchanged
EverSource Wealth Advisors, LLC184$1.74K0.00%+184New
CWM, LLC215$2.00K0.00%+45+26.5%Added
Covestor Ltd160$2.00K0.00%−18−10.1%Reduced
The PNC Financial Services Group, Inc.293$2.78K0.00%+104+55.0%Added
Group One Trading, L.P.300$2.84K0.00%00.0%Unchanged
Citigroup Inc379$3.59K0.00%−5,810−93.9%Reduced
Comerica Bank813$7.71K0.00%+813New
Metropolitan Life Insurance Co1,325$12.6K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,465$13.9K0.00%+168+13.0%Added
Qube Research & Technologies Ltd1,658$15.7K0.00%+1,658New
Legal & General Group Plc1,674$15.9K0.00%−400−19.3%Reduced
Ameritas Investment Partners, Inc.1,907$18.1K0.00%00.0%Unchanged
Amalgamated Bank2,259$21.0K0.00%+374+19.8%Added
Advisor Group Holdings, Inc.2,993$28.4K0.00%+920+44.4%Added
New York State Common Retirement Fund3,174$30.1K0.00%+14+0.4%Added
Barclays PLC3,259$30.9K0.00%−774−19.2%Reduced
Nisa Investment Advisors, LLC4,186$39.7K0.00%−600−12.5%Reduced
California State Teachers Retirement System4,512$42.8K0.00%−2,291−33.7%Reduced
JNBA Financial Advisors5,000$47.4K0.01%00.0%Unchanged
Wells Fargo & Company5,055$47.9K0.00%−2,780−35.5%Reduced
BNP Paribas Arbitrage, SA8,369$79.3K0.00%+2,965+54.9%Added
Denali Advisors LLC10,000$94.8K0.03%00.0%Unchanged
American International Group, Inc.10,206$96.8K0.00%+363+3.7%Added
MetLife Investment Management10,395$98.5K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The10,565$100.2K0.00%00.0%Unchanged
Voya Investment Management LLC10,746$101.9K0.00%00.0%Unchanged
Millennium Management LLC11,052$104.8K0.00%−138,770−92.6%Reduced
UBS Group AG11,137$105.6K0.00%−937−7.8%Reduced
Virtu Financial LLC11,227$106.0K0.01%+11,227New
SEI Investments Co11,647$110.4K0.00%+519+4.7%Added
D.A. Davidson & Co.14,220$134.8K0.00%−3,080−17.8%Reduced
Ballast Advisors LLC14,600$138.4K0.06%00.0%Unchanged
Janus Henderson Group PLC15,215$144.2K0.00%+534+3.6%Added
Deutsche Bank AG15,728$149.1K0.00%+4,821+44.2%Added
State of Wisconsin Investment Board15,900$150.7K0.00%−7,600−32.3%Reduced
Bank of America Corp18,490$175.3K0.00%+4,301+30.3%Added
Prosperity Consulting Group, LLC22,278$211.2K0.10%+22,278New
Dougherty Wealth Advisers LLC25,000$237.0K0.27%00.0%Unchanged
Assenagon Asset Management S.A.26,820$254.3K0.00%00.0%Unchanged
Royal Bank of Canada29,562$281.0K0.00%+3,306+12.6%Added
Rhumbline Advisers30,448$288.6K0.00%−140.0%Reduced
Goldman Sachs Group Inc31,561$299.2K0.00%−24,509−43.7%Reduced
Two Sigma Investments, LP32,201$305.3K0.00%+606+1.9%Added
STRS Ohio32,800$310.0K0.00%+22,300+212.4%Added
New York Life Investment Management LLC32,845$311.4K0.00%−5,175−13.6%Reduced
Invesco Ltd.34,808$330.0K0.00%+614+1.8%Added
Trexquant Investment LP34,972$331.5K0.01%−17,164−32.9%Reduced
BHZ Capital Management, LP44,469$421.6K0.46%+16,619+59.7%Added
Two Sigma Advisers, LP46,000$436.1K0.00%−21,000−31.3%Reduced
Charles Schwab Investment Management Inc55,290$524.1K0.00%00.0%Unchanged
Bridgeway Capital Management, LLC55,639$527.5K0.01%+632+1.1%Added
JPMorgan Chase & Co55,854$529.5K0.00%−13,378−19.3%Reduced
Nuveen Asset Management, LLC56,197$532.7K0.00%−22,674−28.7%Reduced
Arrowstreet Capital, Limited Partnership57,528$545.0K0.00%−18,642−24.5%Reduced
Banc Funds Co LLC63,009$597.0K0.07%00.0%Unchanged
LWMG, LLC65,900$624.7K0.17%00.0%Unchanged
Victory Capital Management Inc66,451$630.0K0.00%+529+0.8%Added
Foundry Partners, LLC67,265$637.7K0.04%−110−0.2%Reduced
AQR Capital Management LLC71,328$676.2K0.00%+7,386+11.6%Added
Bank of New York Mellon Corp76,086$721.3K0.00%+361+0.5%Added
EJF Capital LLC77,140$731.3K0.32%−14,037−15.4%Reduced
River Oaks Capital LLC80,296$761.2K1.12%−3,782−4.5%Reduced
Ameriprise Financial Inc104,193$987.8K0.00%+7,918+8.2%Added
Fourthstone LLC115,706$1.10M0.25%+115,706New
Pacific Ridge Capital Partners, LLC120,891$1.15M0.27%−310−0.3%Reduced
Elgethun Capital Management126,150$1.19M0.36%−7,000−5.3%Reduced
Russell Investments Group, Ltd.137,652$1.30M0.00%−13,390−8.9%Reduced
Gator Capital Management, LLC143,828$1.36M0.97%−19,597−12.0%Reduced
Acadian Asset Management LLC150,397$1.43M0.01%00.0%Unchanged
Morgan Stanley160,343$1.52M0.00%+1,074+0.7%Added
Northern Trust Corp168,098$1.59M0.00%+6,364+3.9%Added
American Century Companies Inc207,035$1.96M0.00%+8,261+4.2%Added
John W. Rosenthal Capital Management, Inc.225,871$2.14M2.88%00.0%Unchanged
Hotchkis & Wiley Capital Management LLC273,629$2.59M0.01%+8,600+3.2%Added
Alliancebernstein L.P.347,673$3.30M0.00%+37,861+12.2%Added
Renaissance Technologies LLC378,147$3.58M0.01%−5,012−1.3%Reduced
Tradition Wealth Management, LLC416,850$3.95M0.47%00.0%Unchanged
State Street Corp420,618$3.99M0.00%+799+0.2%Added
Geode Capital Management, LLC423,638$4.02M0.00%+8,949+2.2%Added
Dimensional Fund Advisors LP566,196$5.37M0.00%+9,260+1.7%Added
Punch & Associates Investment Management, Inc.654,300$6.20M0.40%+45,000+7.4%Added
Vanguard Group Inc1,034,262$9.80M0.00%+2,100+0.2%Added
BlackRock Inc.1,600,135$15.2M0.00%−31,808−1.9%Reduced
FMR LLC1,647,159$15.6M0.00%+236,281+16.7%Added
Thrivent Financial for Lutherans2,681,323$25.4M0.06%+61,738+2.4%Added
Mariner, LLC0$00.00%−127,454−100.0%Sold out
Stifel Financial Corp0$00.00%−60,000−100.0%Sold out
Cornercap Investment Counsel Inc0$00.00%−42,108−100.0%Sold out
Squarepoint Ops LLC0$00.00%−30,116−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−28,375−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−22,597−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−17,268−100.0%Sold out
Harbor Capital Advisors, Inc.0$00.00%−15,620−100.0%Sold out
First Trust Advisors LP0$00.00%−11,245−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−11,194−100.0%Sold out
HRT Financial LP0$00.00%−11,155−100.0%Sold out
Citadel Advisors LLC0$00.00%−10,121−100.0%Sold out
Clear Street Markets LLC0$00.00%−2,142−100.0%Sold out