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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, Q4 2023

Institutional positions in Bridgewater Bancshares Inc as of Dec 31, 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
105
+19 vs. Q3 2023
Shares held
12.9M
−594.7K (−4.4%) vs. Q3 2023
Total value
$175.0M
+$46.6M (+36.3%) vs. Q3 2023
New holders
22
34 more added
Sold out
3
30 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 105 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 heldQ4 2023: $175.0M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Bridgewater Bancshares Inc; share changes are against Q3 2023.

Institutions holding BWB in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Allworth Financial LP10$1360.00%+10New
Signaturefd, LLC25$3380.00%+25New
Farther Finance Advisors, LLC26$3520.00%+26New
Raffa Wealth Management, LLC47$6350.00%00.0%Unchanged
EverSource Wealth Advisors, LLC52$7030.00%−132−71.7%Reduced
ClariVest Asset Management LLC69$9330.00%+69New
Covestor Ltd98$1.00K0.00%−62−38.8%Reduced
Gradient Investments LLC88$1.19K0.00%00.0%Unchanged
Fortitude Family Office, LLC145$1.96K0.00%+145New
CWM, LLC182$2.00K0.00%−33−15.3%Reduced
The PNC Financial Services Group, Inc.176$2.38K0.00%−117−39.9%Reduced
Group One Trading, L.P.300$4.06K0.00%00.0%Unchanged
Qube Research & Technologies Ltd458$6.19K0.00%−1,200−72.4%Reduced
Quadrant Capital Group LLC566$7.65K0.00%+566New
Simplex Trading, LLC743$10.0K0.00%+743New
Comerica Bank794$10.7K0.00%−19−2.3%Reduced
Nisa Investment Advisors, LLC886$12.0K0.00%−3,300−78.8%Reduced
Metropolitan Life Insurance Co1,325$17.9K0.00%00.0%Unchanged
GAMMA Investing LLC1,667$20.9K0.01%+1,667New
Legal & General Group Plc1,674$22.6K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,907$25.8K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.1,993$26.9K0.00%−1,000−33.4%Reduced
Amalgamated Bank2,041$28.0K0.00%−218−9.7%Reduced
California State Teachers Retirement System3,366$45.5K0.00%−1,146−25.4%Reduced
Citigroup Inc3,452$46.7K0.00%+3,073+810.8%Added
New York State Common Retirement Fund4,074$55.1K0.00%+900+28.4%Added
JNBA Financial Advisors5,000$67.6K0.01%00.0%Unchanged
BNP Paribas Arbitrage, SA5,109$69.1K0.00%−3,260−39.0%Reduced
Tower Research Capital LLC (TRC)5,861$79.2K0.00%+4,396+300.1%Added
Wells Fargo & Company6,299$85.2K0.00%+1,244+24.6%Added
Denali Advisors LLC10,000$135.2K0.04%00.0%Unchanged
American International Group, Inc.10,165$137.4K0.00%−41−0.4%Reduced
MetLife Investment Management10,395$140.5K0.00%00.0%Unchanged
Voya Investment Management LLC10,746$145.3K0.00%00.0%Unchanged
SG Americas Securities, LLC11,632$157.0K0.00%+11,632New
SEI Investments Co11,647$157.5K0.00%00.0%Unchanged
D.A. Davidson & Co.12,900$174.4K0.00%−1,320−9.3%Reduced
Jane Street Group, LLC14,128$191.0K0.00%+14,128New
First Trust Advisors LP14,489$195.9K0.00%+14,489New
Ballast Advisors LLC14,600$197.4K0.07%00.0%Unchanged
Deutsche Bank AG14,702$198.8K0.00%−1,026−6.5%Reduced
AQR Capital Management LLC14,900$201.4K0.00%−56,428−79.1%Reduced
Citadel Advisors LLC17,032$230.3K0.00%+17,032New
Janus Henderson Group PLC17,149$231.9K0.00%+1,934+12.7%Added
Connor, Clark & Lunn Investment Management Ltd.17,992$243.3K0.00%+17,992New
State of Wisconsin Investment Board18,600$251.5K0.00%+2,700+17.0%Added
UBS Group AG21,518$290.9K0.00%+10,381+93.2%Added
Prosperity Consulting Group, LLC22,278$301.2K0.10%00.0%Unchanged
Cresset Asset Management, LLC23,083$312.1K0.00%+23,083New
Man Group plc23,840$322.3K0.00%+23,840New
Dougherty Wealth Advisers LLC25,000$338.0K0.31%00.0%Unchanged
EntryPoint Capital, LLC25,070$338.9K0.32%+25,070New
D. E. Shaw & Co., Inc.25,271$341.7K0.00%+25,271New
Bank of America Corp27,242$368.3K0.00%+8,752+47.3%Added
Barclays PLC27,817$376.1K0.00%+24,558+753.5%Added
Trexquant Investment LP28,393$383.9K0.01%−6,579−18.8%Reduced
JPMorgan Chase & Co29,986$405.4K0.00%−25,868−46.3%Reduced
Quadrature Capital Ltd30,048$405.6K0.01%+30,048New
Rhumbline Advisers30,328$410.0K0.00%−120−0.4%Reduced
New York Life Investment Management LLC31,858$430.7K0.00%−987−3.0%Reduced
Royal Bank of Canada31,836$431.0K0.00%+2,274+7.7%Added
Assenagon Asset Management S.A.32,946$445.4K0.00%+6,126+22.8%Added
Gsa Capital Partners LLP33,688$455.0K0.04%+33,688New
Invesco Ltd.36,996$500.2K0.00%+2,188+6.3%Added
Sippican Capital Advisors40,185$543.3K0.43%+40,185New
Two Sigma Advisers, LP42,400$573.2K0.00%−3,600−7.8%Reduced
Maltese Capital Management LLC45,000$608.4K0.17%+45,000New
STRS Ohio46,300$625.0K0.00%+13,500+41.2%Added
Goldman Sachs Group Inc46,291$625.9K0.00%+14,730+46.7%Added
BHZ Capital Management, LP48,132$650.7K0.61%+3,663+8.2%Added
Two Sigma Investments, LP52,089$704.2K0.00%+19,888+61.8%Added
Charles Schwab Investment Management Inc55,290$747.5K0.00%00.0%Unchanged
Bridgeway Capital Management, LLC56,407$762.6K0.02%+768+1.4%Added
Nuveen Asset Management, LLC56,725$766.9K0.00%+528+0.9%Added
Arrowstreet Capital, Limited Partnership60,367$816.0K0.00%+2,839+4.9%Added
EJF Capital LLC60,676$820.3K0.43%−16,464−21.3%Reduced
Victory Capital Management Inc64,651$874.1K0.00%−1,800−2.7%Reduced
LWMG, LLC65,900$891.0K0.22%00.0%Unchanged
Foundry Partners, LLC66,075$893.3K0.05%−1,190−1.8%Reduced
Bank of New York Mellon Corp77,550$1.05M0.00%+1,464+1.9%Added
John W. Rosenthal Capital Management, Inc.90,614$1.23M1.40%−135,257−59.9%Reduced
Gator Capital Management, LLC101,675$1.37M0.76%−42,153−29.3%Reduced
Ameriprise Financial Inc104,681$1.42M0.00%+488+0.5%Added
Millennium Management LLC108,948$1.47M0.00%+97,896+885.8%Added
Elgethun Capital Management114,400$1.55M0.44%−11,750−9.3%Reduced
Pacific Ridge Capital Partners, LLC120,891$1.63M0.33%00.0%Unchanged
Acadian Asset Management LLC150,397$2.03M0.01%00.0%Unchanged
Stieven Capital Advisors, L.P.151,161$2.04M0.44%+151,161New
Russell Investments Group, Ltd.173,198$2.34M0.00%+35,546+25.8%Added
Morgan Stanley181,532$2.45M0.00%+21,189+13.2%Added
Banc Funds Co LLC186,704$2.52M0.25%+123,695+196.3%Added
Northern Trust Corp188,533$2.55M0.00%+20,435+12.2%Added
American Century Companies Inc222,508$3.01M0.00%+15,473+7.5%Added
Hotchkis & Wiley Capital Management LLC272,129$3.68M0.01%−1,500−0.5%Reduced
FMR LLC321,446$4.35M0.00%−1,325,713−80.5%Reduced
Alliancebernstein L.P.360,991$4.88M0.00%+13,318+3.8%Added
Tradition Wealth Management, LLC405,850$5.49M0.57%−11,000−2.6%Reduced
State Street Corp430,565$5.82M0.00%+9,947+2.4%Added
Renaissance Technologies LLC432,647$5.85M0.01%+54,500+14.4%Added
Geode Capital Management, LLC445,452$6.02M0.00%+21,814+5.1%Added