Skip to main content
Livermore
Livermore
ZHEN

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, Q1 2026

Institutional positions in Bridgewater Bancshares Inc as of Mar 31, 2026. 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
141
+5 vs. Q4 2025
Shares held
17.5M
+1.45M (+9.0%) vs. Q4 2025
Total value
$308.7M
+$28.2M (+10.1%) vs. Q4 2025
New holders
17
43 more added
Sold out
12
50 more reduced

3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: 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 holdersQ1 2026: 141 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 heldQ1 2026: $308.7M
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, Q1 2026

Shares, value and share of portfolio for each institution holding Bridgewater Bancshares Inc; share changes are against Q4 2025.

Institutions holding BWB in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
New York State Common Retirement Fund4,174$73.9K0.00%00.0%Unchanged
State of Alaska, Department of Revenue3,851$67.0K0.00%00.0%Unchanged
Citigroup Inc3,205$56.7K0.00%+695+27.7%Added
Tower Research Capital LLC (TRC)2,202$39.0K0.00%+1,686+326.7%Added
Ameritas Investment Partners, Inc.1,907$33.8K0.00%00.0%Unchanged
Legal & General Group Plc1,890$33.5K0.00%−147−7.2%Reduced
Northwestern Mutual Wealth Management Co1,500$26.6K0.00%00.0%Unchanged
GAMMA Investing LLC1,187$21.0K0.00%+13+1.1%Added
California State Teachers Retirement System1,130$20.0K0.00%−155−12.1%Reduced
Pinnacle Wealth Planning Services, Inc.1,057$18.7K0.00%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.1,000$17.7K0.01%00.0%Unchanged
Versant Capital Management, Inc891$15.8K0.00%+20+2.3%Added
Farther Finance Advisors, LLC706$12.6K0.00%−2−0.3%Reduced
Smartleaf Asset Management LLC698$12.3K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC577$10.2K0.00%−127−18.0%Reduced
Advisor Group Holdings, Inc.506$8.96K0.00%00.0%Unchanged
MCF Advisors LLC435$7.70K0.00%00.0%Unchanged
Sterling Capital Management LLC429$7.59K0.00%−270−38.6%Reduced
Simplex Trading, LLC427$7.56K0.00%+427New
UBS Asset Management Americas Inc382$6.76K0.00%+364+2,022.2%Added
Brown Brothers Harriman & Co275$4.87K0.00%00.0%Unchanged
Allworth Financial LP237$4.20K0.00%+101+74.3%Added
Optiver Holding B.V.204$3.61K0.00%+28+15.9%Added
Fifth Third Bancorp192$3.40K0.00%+192New
The PNC Financial Services Group, Inc.185$3.27K0.00%00.0%Unchanged
Essential Partners LLC167$2.96K0.00%−154−48.0%Reduced
Fortitude Family Office, LLC116$2.05K0.00%00.0%Unchanged
Bessemer Group Inc105$2.00K0.00%00.0%Unchanged
Signaturefd, LLC103$1.82K0.00%−33−24.3%Reduced
Rothschild Investment LLC60$1.06K0.00%+8+15.4%Added
Nisa Investment Advisors, LLC53$9380.00%−249−82.5%Reduced
Bayban49$8670.00%+49New
Raffa Wealth Management, LLC47$8320.00%00.0%Unchanged
IFP Advisors, Inc45$7960.00%00.0%Unchanged
SBI Securities Co., Ltd.43$7610.00%00.0%Unchanged
Parkside Financial Bank & Trust35$6210.00%00.0%Unchanged
True Wealth Design, LLC30$5310.00%−7−18.9%Reduced
US Bancorp28$4960.00%+28New
Root Financial Partners, LLC20$3540.00%+20New
MAI Capital Management15$2660.00%+1+7.1%Added
Covestor Ltd12$00.00%−12−50.0%Reduced
Two Sigma Advisers, LP0$00.00%−80,000−100.0%Sold out
Jane Street Group, LLC0$00.00%−28,351−100.0%Sold out
PharVision Advisers, LLC0$00.00%−14,216−100.0%Sold out
CenterBook Partners LP0$00.00%−13,668−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−13,096−100.0%Sold out
Polymer Capital Management (US) LLC0$00.00%−12,912−100.0%Sold out
JNBA Financial Advisors0$00.00%−5,000−100.0%Sold out
Quarry LP0$00.00%−1,050−100.0%Sold out
Amalgamated Bank0$00.00%−656−100.0%Sold out
Group One Trading, L.P.0$00.00%−100−100.0%Sold out
Optima Capital LLC0$00.00%−61−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−2−100.0%Sold out
Vanguard Group Inc––––Not filed
Brandywine Global Investment Management, LLC––––Not filed
Comerica Bank––––Not filed