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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, Q2 2024

Institutional positions in Bridgewater Bancshares Inc as of Jun 30, 2024. 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
90
−7 vs. Q1 2024
Shares held
13.1M
+66.0K (+0.5%) vs. Q1 2024
Total value
$151.8M
+$390.9K (+0.3%) vs. Q1 2024
New holders
7
34 more added
Sold out
14
32 more reduced

Compare with Q1 2024: 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 2024: 90 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 2024: $151.8M
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 2024

Shares, value and share of portfolio for each institution holding Bridgewater Bancshares Inc; share changes are against Q1 2024.

Institutions holding BWB in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd12$00.00%−3−20.0%Reduced
Advisor Group Holdings, Inc.19$2210.00%−1,974−99.0%Reduced
Raffa Wealth Management, LLC47$5460.00%00.0%Unchanged
ClariVest Asset Management LLC52$6040.00%−142−73.2%Reduced
EverSource Wealth Advisors, LLC52$7180.00%00.0%Unchanged
Fortitude Family Office, LLC145$1.68K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.176$2.04K0.00%00.0%Unchanged
CWM, LLC351$4.00K0.00%+177+101.7%Added
Farther Finance Advisors, LLC704$8.11K0.00%00.0%Unchanged
Amalgamated Bank733$9.00K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC863$10.0K0.00%−23−2.6%Reduced
GAMMA Investing LLC1,130$13.1K0.00%−517−31.4%Reduced
FMR LLC1,255$14.6K0.00%−237−15.9%Reduced
California State Teachers Retirement System1,459$16.9K0.00%−597−29.0%Reduced
Legal & General Group Plc1,674$19.4K0.00%00.0%Unchanged
Qube Research & Technologies Ltd1,799$20.9K0.00%−6,488−78.3%Reduced
Ameritas Investment Partners, Inc.1,907$22.1K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co3,000$34.8K0.00%+3,000New
Tower Research Capital LLC (TRC)3,535$41.0K0.00%+2,916+471.1%Added
BNP Paribas Arbitrage, SA3,748$43.5K0.00%−6,489−63.4%Reduced
JNBA Financial Advisors5,000$58.0K0.01%00.0%Unchanged
Citigroup Inc5,329$61.9K0.00%+776+17.0%Added
UBS Group AG6,144$71.3K0.00%−14,485−70.2%Reduced
Barclays PLC6,780$78.7K0.00%−8,474−55.6%Reduced
New York State Common Retirement Fund7,974$92.6K0.00%00.0%Unchanged
Wells Fargo & Company8,850$102.7K0.00%+1,626+22.5%Added
Mirae Asset Global ETFs Holdings Ltd.9,762$113.3K0.00%+9,762New
Voya Investment Management LLC10,237$118.9K0.00%+10,237New
Corebridge Financial, Inc.10,837$125.8K0.00%+10,837New
JPMorgan Chase & Co11,361$131.9K0.00%−18,785−62.3%Reduced
MetLife Investment Management11,720$136.1K0.00%+1,325+12.7%Added
Avantax Planning Partners, Inc.13,100$152.1K0.00%00.0%Unchanged
SEI Investments Co14,360$166.7K0.00%+2,713+23.3%Added
Ballast Advisors LLC14,600$169.5K0.05%00.0%Unchanged
Empowered Funds, LLC15,719$182.5K0.00%+1,080+7.4%Added
Citadel Advisors LLC16,179$187.8K0.00%−8,524−34.5%Reduced
Bank of America Corp16,206$188.2K0.00%+2,690+19.9%Added
Deutsche Bank AG16,369$190.0K0.00%+9,899+153.0%Added
Riverwater Partners LLC17,871$207.5K0.15%+17,871New
Jane Street Group, LLC21,274$247.0K0.00%+21,274New
Prosperity Consulting Group, LLC22,278$258.6K0.04%00.0%Unchanged
Dougherty Wealth Advisers LLC25,000$290.3K0.25%00.0%Unchanged
Royal Bank of Canada27,232$317.0K0.00%+1,436+5.6%Added
Rhumbline Advisers31,317$363.6K0.00%+584+1.9%Added
Assenagon Asset Management S.A.31,564$366.5K0.00%−3,452−9.9%Reduced
D. E. Shaw & Co., Inc.37,564$436.1K0.00%+3,956+11.8%Added
Ameriprise Financial Inc38,195$443.4K0.00%−64,674−62.9%Reduced
Trexquant Investment LP38,244$444.0K0.01%−6,609−14.7%Reduced
Goldman Sachs Group Inc38,713$449.5K0.00%+11,728+43.5%Added
Cresset Asset Management, LLC41,510$481.9K0.00%−96−0.2%Reduced
Cornercap Investment Counsel Inc42,909$498.2K0.08%−390−0.9%Reduced
STRS Ohio44,500$516.6K0.00%+1,000+2.3%Added
EJF Capital LLC49,628$576.2K0.43%−5,125−9.4%Reduced
Charles Schwab Investment Management Inc57,880$672.0K0.00%+2,590+4.7%Added
Two Sigma Investments, LP58,008$673.5K0.00%−410−0.7%Reduced
Nuveen Asset Management, LLC59,438$690.1K0.00%+2,713+4.8%Added
Two Sigma Advisers, LP62,200$722.1K0.00%+8,600+16.0%Added
Victory Capital Management Inc63,700$739.6K0.00%+2,500+4.1%Added
LWMG, LLC65,900$765.1K0.16%00.0%Unchanged
Bridgeway Capital Management, LLC73,219$850.1K0.02%+11,080+17.8%Added
Bank of New York Mellon Corp77,737$902.5K0.00%+994+1.3%Added
Invesco Ltd.78,052$906.2K0.00%−21,326−21.5%Reduced
Foundry Partners, LLC78,900$916.0K0.05%+13,150+20.0%Added
Sippican Capital Advisors81,135$942.0K0.75%+19,200+31.0%Added
John W. Rosenthal Capital Management, Inc.90,614$1.05M1.49%00.0%Unchanged
Gator Capital Management, LLC101,675$1.18M0.60%00.0%Unchanged
Elgethun Capital Management104,709$1.22M0.31%−6,026−5.4%Reduced
Pacific Ridge Capital Partners, LLC108,804$1.26M0.30%+12,941+13.5%Added
Kennedy Capital Management, Inc.112,432$1.31M0.03%−7,485−6.2%Reduced
Arrowstreet Capital, Limited Partnership114,788$1.33M0.00%−25,577−18.2%Reduced
Maltese Capital Management LLC130,292$1.51M0.28%+17,792+15.8%Added
Morgan Stanley132,640$1.54M0.00%−27,360−17.1%Reduced
Villanova Investment Management Co LLC134,165$1.56M1.65%+134,165New
Banc Funds Co LLC136,479$1.58M0.19%−9,600−6.6%Reduced
Russell Investments Group, Ltd.149,249$1.73M0.00%−13,636−8.4%Reduced
Northern Trust Corp174,690$2.03M0.00%−4,469−2.5%Reduced
Hotchkis & Wiley Capital Management LLC270,629$3.14M0.01%+2,400+0.9%Added
American Century Companies Inc284,904$3.31M0.00%+4,450+1.6%Added
Stieven Capital Advisors, L.P.290,437$3.37M0.75%−4,100−1.4%Reduced
Acadian Asset Management LLC342,197$3.97M0.01%+53,024+18.3%Added
Tradition Wealth Management, LLC374,870$4.35M0.42%−20,504−5.2%Reduced
Renaissance Technologies LLC405,843$4.71M0.01%+996+0.2%Added
Alliancebernstein L.P.409,586$4.76M0.00%+43,244+11.8%Added
State Street Corp444,471$5.16M0.00%−2,770−0.6%Reduced
Geode Capital Management, LLC453,429$5.26M0.00%−3,658−0.8%Reduced
Punch & Associates Investment Management, Inc.615,000$7.14M0.42%+33,000+5.7%Added
Dimensional Fund Advisors LP789,993$9.17M0.00%+37,090+4.9%Added
Vanguard Group Inc1,073,482$12.5M0.00%+21,650+2.1%Added
BlackRock Inc.1,619,066$18.8M0.00%+4,239+0.3%Added
Thrivent Financial for Lutherans2,726,575$31.7M0.06%+4,507+0.2%Added
Zacks Investment Management0$00.00%−49,626−100.0%Sold out
Man Group plc0$00.00%−31,548−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−25,158−100.0%Sold out
Quadrature Capital Ltd0$00.00%−20,825−100.0%Sold out
First Trust Advisors LP0$00.00%−13,733−100.0%Sold out
D.A. Davidson & Co.0$00.00%−12,900−100.0%Sold out
American International Group, Inc.0$00.00%−10,078−100.0%Sold out
Denali Advisors LLC0$00.00%−10,000−100.0%Sold out
Harbor Capital Advisors, Inc.0$00.00%−8,595−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−1,325−100.0%Sold out