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 2026
Institutional positions in Bridgewater Bancshares Inc as of Jun 30, 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
- 150
- +10 vs. Q1 2026
- Shares held
- 18.1M
- +648.1K (+3.7%) vs. Q1 2026
- Total value
- $376.3M
- +$67.6M (+21.9%) vs. Q1 2026
- New holders
- 19
- 61 more added
- Sold out
- 9
- 41 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 150 | $376.3M |
| Q1 2026 | 141 | $308.7M |
| Q4 2025 | 139 | $302.0M |
| Q3 2025 | 128 | $287.0M |
| Q2 2025 | 124 | $236.8M |
| Q1 2025 | 114 | $202.4M |
| Q4 2024 | 113 | $202.0M |
| Q3 2024 | 107 | $192.5M |
| Q2 2024 | 90 | $151.8M |
| Q1 2024 | 97 | $151.4M |
| Q4 2023 | 105 | $175.0M |
| Q3 2023 | 87 | $129.1M |
| Q2 2023 | 94 | $135.3M |
| Q1 2023 | 101 | $149.6M |
| Q4 2022 | 97 | $252.9M |
| Q3 2022 | 93 | $225.2M |
| Q2 2022 | 90 | $215.8M |
| Q1 2022 | 98 | $229.2M |
| Q4 2021 | 91 | $244.6M |
| Q3 2021 | 93 | $237.8M |
| Q2 2021 | 95 | $221.9M |
| Q1 2021 | 99 | $223.1M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Bridgewater Bancshares Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 14 | $0 | 0.00% | +2+16.7% | Added |
| SBI Securities Co., Ltd. | 2 | $42 | 0.00% | −41−95.3% | Reduced |
| SJS Investment Consulting Inc. | 2 | $43 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 2 | $44 | 0.00% | +2 | New |
| Wealth Enhancement Trust Services, Inc. | 5 | $105 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 9 | $189 | 0.00% | +9 | New |
| Silver Grove Financial Group, Inc. | 22 | $463 | 0.00% | +22 | New |
| True Wealth Design, LLC | 32 | $674 | 0.00% | +2+6.7% | Added |
| Parkside Financial Bank & Trust | 35 | $737 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 47 | $989 | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 48 | $1.02K | 0.00% | +48 | New |
| Optiver Holding B.V. | 52 | $1.09K | 0.00% | −152−74.5% | Reduced |
| Parallel Advisors, LLC | 52 | $1.09K | 0.00% | +52 | New |
| Nisa Investment Advisors, LLC | 53 | $1.11K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 53 | $1.11K | 0.00% | +25+89.3% | Added |
| Tounjian Advisory Partners, LLC | 54 | $1.14K | 0.00% | +54 | New |
| Bessemer Group Inc | 105 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 97 | $2.04K | 0.00% | +37+61.7% | Added |
| Fortitude Family Office, LLC | 115 | $2.42K | 0.00% | −1−0.9% | Reduced |
| Signaturefd, LLC | 122 | $2.57K | 0.00% | +19+18.4% | Added |
| IFP Advisors, Inc | 126 | $2.65K | 0.00% | +81+180.0% | Added |
| Fifth Third Bancorp | 171 | $3.60K | 0.00% | −21−10.9% | Reduced |
| Essential Partners LLC | 171 | $3.60K | 0.00% | +4+2.4% | Added |
| The PNC Financial Services Group, Inc. | 176 | $3.70K | 0.00% | −9−4.9% | Reduced |
| Sterling Capital Management LLC | 246 | $5.18K | 0.00% | −183−42.7% | Reduced |
| Brown Brothers Harriman & Co | 275 | $5.79K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 292 | $6.14K | 0.00% | −285−49.4% | Reduced |
| California State Teachers Retirement System | 293 | $6.17K | 0.00% | −837−74.1% | Reduced |
| UBS Asset Management Americas Inc | 382 | $8.04K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 435 | $9.15K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 444 | $9.34K | 0.00% | +207+87.3% | Added |
| Advisor Group Holdings, Inc. | 506 | $10.6K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 598 | $12.6K | 0.00% | +598 | New |
| Smartleaf Asset Management LLC | 698 | $14.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 734 | $15.4K | 0.00% | +28+4.0% | Added |
| Versant Capital Management, Inc | 891 | $18.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 978 | $20.6K | 0.00% | −1,224−55.6% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 1,000 | $21.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,057 | $22.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,114 | $23.4K | 0.00% | −73−6.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,500 | $31.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,907 | $40.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,099 | $44.2K | 0.00% | +2,099 | New |
| Legal & General Group Plc | 2,133 | $44.9K | 0.00% | +243+12.9% | Added |
| State of Alaska, Department of Revenue | 3,851 | $80.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 4,174 | $87.8K | 0.00% | −1,216−22.6% | Reduced |
| Palouse Capital Management, Inc. | 4,814 | $101.3K | 0.06% | 00.0% | Unchanged |
| FMR LLC | 5,491 | $115.5K | 0.00% | +75+1.4% | Added |
| Harbour Investments, Inc. | 5,802 | $122.1K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 5,816 | $122.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 6,103 | $128.4K | 0.00% | −2,203−26.5% | Reduced |
| Royal Bank of Canada | 6,437 | $136.0K | 0.00% | +1,333+26.1% | Added |
| New York State Common Retirement Fund | 9,074 | $190.9K | 0.00% | +4,900+117.4% | Added |
| Vanguard Global Advisers, LLC | 9,305 | $195.8K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 9,921 | $208.7K | 0.00% | −9−0.1% | Reduced |
| Captrust Financial Advisors | 10,176 | $214.1K | 0.00% | +10,176 | New |
| Jump Financial, LLC | 10,625 | $223.6K | 0.00% | +10,625 | New |
| Mercer Global Advisors Inc | 10,804 | $227.3K | 0.00% | +10,804 | New |
| SEI Investments Co | 10,858 | $228.5K | 0.00% | −7,000−39.2% | Reduced |
| Northland Securities, Inc. | 11,055 | $232.6K | 0.14% | −4,250−27.8% | Reduced |
| D.A. Davidson & Co. | 11,400 | $239.9K | 0.00% | −1,500−11.6% | Reduced |
| XTX Topco Ltd | 11,454 | $241.0K | 0.00% | +11,454 | New |
| Cetera Investment Advisers | 12,294 | $258.7K | 0.00% | −4,941−28.7% | Reduced |
| MetLife Investment Management | 12,841 | $270.2K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 13,395 | $287.5K | 0.00% | +13,395 | New |
| GWM Advisors LLC | 14,492 | $304.9K | 0.00% | −349−2.4% | Reduced |
| Occudo Quantitative Strategies LP | 14,587 | $306.9K | 0.02% | +14,587 | New |
| Ballast Advisors LLC | 14,600 | $307.2K | 0.07% | 00.0% | Unchanged |
| Citigroup Inc | 15,169 | $319.2K | 0.00% | +11,964+373.3% | Added |
| D. E. Shaw & Co., Inc. | 15,632 | $328.9K | 0.00% | −3,929−20.1% | Reduced |
| LPL Financial LLC | 16,021 | $337.1K | 0.00% | +1,359+9.3% | Added |
| Ieq Capital, LLC | 17,542 | $369.1K | 0.00% | +5,153+41.6% | Added |
| Franklin Resources Inc | 17,688 | $372.2K | 0.00% | −11,457−39.3% | Reduced |
| Price T Rowe Associates Inc | 17,926 | $378.0K | 0.00% | +3,579+24.9% | Added |
| BNP Paribas Arbitrage, SA | 18,553 | $390.4K | 0.00% | +8,516+84.8% | Added |
| Sequoia Financial Advisors, LLC | 19,354 | $407.2K | 0.00% | +19,354 | New |
| Bank of America Corp | 20,088 | $422.7K | 0.00% | −671−3.2% | Reduced |
| Ameriprise Financial Inc | 20,779 | $437.2K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 21,077 | $443.5K | 0.00% | −598−2.8% | Reduced |
| Deutsche Bank AG | 21,265 | $447.4K | 0.00% | +13,743+182.7% | Added |
| Assenagon Asset Management S.A. | 22,181 | $466.7K | 0.00% | −29,741−57.3% | Reduced |
| Prosperity Consulting Group, LLC | 22,278 | $468.7K | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 22,900 | $481.8K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 24,543 | $516.4K | 0.00% | −5,905−19.4% | Reduced |
| AE Wealth Management LLC | 27,226 | $572.8K | 0.00% | +2,217+8.9% | Added |
| Rhumbline Advisers | 28,203 | $593.4K | 0.00% | +1,911+7.3% | Added |
| Wells Fargo & Company | 28,942 | $608.9K | 0.00% | +11,199+63.1% | Added |
| CWM Advisors, LLC | 32,334 | $680.3K | 0.03% | +3,452+12.0% | Added |
| STRS Ohio | 34,200 | $719.6K | 0.00% | +2,500+7.9% | Added |
| State of Wisconsin Investment Board | 37,128 | $781.2K | 0.00% | +1,929+5.5% | Added |
| Los Angeles Capital Management LLC | 45,675 | $961.0K | 0.00% | +4,060+9.8% | Added |
| Nuveen, LLC | 48,748 | $1.03M | 0.00% | +3,218+7.1% | Added |
| Citadel Advisors LLC | 48,945 | $1.03M | 0.00% | +28,106+134.9% | Added |
| Victory Capital Management Inc | 52,150 | $1.10M | 0.00% | +1,150+2.3% | Added |
| Millennium Management LLC | 53,683 | $1.13M | 0.00% | +53,683 | New |
| Quantinno Capital Management LP | 56,833 | $1.20M | 0.00% | +9,579+20.3% | Added |
| Pacific Ridge Capital Partners, LLC | 59,005 | $1.24M | 0.23% | −13,012−18.1% | Reduced |
| Charles Schwab Investment Management Inc | 60,936 | $1.28M | 0.00% | +5,976+10.9% | Added |
| Bank of New York Mellon Corp | 63,166 | $1.33M | 0.00% | +6,119+10.7% | Added |
| Tectonic Advisors LLC | 75,122 | $1.58M | 0.08% | −24,820−24.8% | Reduced |