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Institutional Ownership · SEC Form 13F

Who owns Bridgewater Bancshares (BWBBP)


Which tracked institutional funds hold BWBBP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BWBBP company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

143
Institutional holders
15M
Shares held (tracked funds)
55.3%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on BWBBP is one-sided between 2026-Q1 and 2026-Q2: 51 added or opened and 6 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

BWBBP’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BWBBP more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in BWBBP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 143 tracked filers holding BWBBP, 80 increased or opened the position and 54 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in BWBBP between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 2

  • ALGERT GLOBAL LLC$4M
  • MILLENNIUM MANAGEMENT LLC$1M

Full exits 5

  • Thrivent Financial for Lutherans$40M
  • Rhino Investment Partners, Inc$8M
  • ACADIAN ASSET MANAGEMENT LLC$7M
  • CSM Advisors, LLC$3M
  • GSA CAPITAL PARTNERS LLP$758K

Largest adds

  • BlackRock, Inc.$9M
  • DIMENSIONAL FUND ADVISORS LP$4M
  • AMERICAN CENTURY COMPANIES INC$4M
  • VANGUARD CAPITAL MANAGEMENT LLC$4M
  • TWO SIGMA INVESTMENTS, LP$3M
  • GEODE CAPITAL MANAGEMENT, LLC$3M

Largest trims

  • Assenagon Asset Management S.A.$452K

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added1,765,449$37M11.7%2026-Q2
ALLIANCEBERNSTEIN L.P. added1,341,747$24M7.5%2026-Q2
DIMENSIONAL FUND ADVISORS LP added1,099,544$23M7.3%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added941,478$20M6.2%2026-Q2
AMERICAN CENTURY COMPANIES INC added708,418$15M4.7%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added557,374$12M3.7%2026-Q2
STATE STREET CORP added468,511$10M3.1%2026-Q2
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.434,660$9M2.9%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added385,947$8M2.6%2026-Q2
Tradition Wealth Management, LLC trimmed349,549$7M2.3%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP348,022$7M2.3%2026-Q2
NEXT CENTURY GROWTH INVESTORS LLC trimmed318,380$7M2.1%2026-Q2
TWO SIGMA INVESTMENTS, LP added308,505$6M2.0%2026-Q2
KENNEDY CAPITAL MANAGEMENT LLC trimmed282,649$6M1.9%2026-Q2
Ancora Advisors LLC added238,580$5M1.6%2026-Q2
Hillsdale Investment Management Inc. added234,060$5M1.5%2026-Q2
Russell Investments Group, Ltd. added232,011$5M1.5%2026-Q2
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added230,264$5M1.5%2026-Q2
Hodges Capital Management Inc. trimmed193,390$4M1.3%2026-Q2
NORTHERN TRUST CORP added186,223$4M1.2%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added179,768$4M1.2%2026-Q2
MORGAN STANLEY trimmed178,928$4M1.2%2026-Q2
ALGERT GLOBAL LLC new169,752$4M1.1%2026-Q2
MALTESE CAPITAL MANAGEMENT LLC added169,195$4M1.1%2026-Q2
JPMORGAN CHASE & CO trimmed168,967$4M1.1%2026-Q2
EJF Capital LP trimmed164,752$3M1.1%2026-Q2
Qube Research & Technologies Ltd added158,307$3M1.0%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC added156,628$3M1.0%2026-Q2
VANGUARD FIDUCIARY TRUST CO added148,949$3M1.0%2026-Q2
AQR CAPITAL MANAGEMENT LLC added142,273$3M0.9%2026-Q2
PANAGORA ASSET MANAGEMENT INC added135,884$3M0.9%2026-Q2
GOLDMAN SACHS GROUP INC trimmed135,059$3M0.9%2026-Q2
Villanova Investment Management Co LLC129,787$3M0.9%2026-Q2
Curi Capital, LLC added127,375$3M0.8%2026-Q2
MENDON CAPITAL ADVISORS CORP added127,218$3M0.8%2026-Q2
Squarepoint Ops LLC added106,492$2M0.7%2026-Q2
Trexquant Investment LP added103,693$2M0.7%2026-Q2
Empowered Funds, LLC added99,128$2M0.7%2026-Q2
Gator Capital Management, LLC added97,067$2M0.6%2026-Q2
Sippican Capital Advisors96,685$2M0.6%2026-Q2
BANC FUNDS CO LLC trimmed96,479$2M0.6%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. added95,165$2M0.6%2026-Q2
Rosenthal | Henry Capital Advisors, Inc.90,614$2M0.6%2026-Q2
Bleakley Financial Group, LLC trimmed85,503$2M0.6%2026-Q2
Daytona Street Capital LLC trimmed84,868$2M0.6%2026-Q2
FIRST TRUST ADVISORS LP added83,200$2M0.6%2026-Q2
Elgethun Capital Management trimmed77,304$2M0.5%2026-Q2
TECTONIC ADVISORS LLC trimmed75,122$2M0.5%2026-Q2
Bank of New York Mellon Corp added63,166$1M0.4%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added60,936$1M0.4%2026-Q2
Pacific Ridge Capital Partners, LLC trimmed59,005$1M0.4%2026-Q2
Quantinno Capital Management LP added56,833$1M0.4%2026-Q2
MILLENNIUM MANAGEMENT LLC added53,683$1M0.4%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added52,150$1M0.3%2026-Q2
CITADEL ADVISORS LLC added48,945$1M0.3%2026-Q2
Nuveen, LLC added48,748$1M0.3%2026-Q2
LOS ANGELES CAPITAL MANAGEMENT LLC added45,675$961K0.3%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD added37,128$781K0.2%2026-Q2
STRS OHIO added34,200$720K0.2%2026-Q2
Inspire Investing, LLC added32,334$680K0.2%2026-Q2
WELLS FARGO & COMPANY/MN added28,942$609K0.2%2026-Q2
RHUMBLINE ADVISERS added28,203$593K0.2%2026-Q2
AE Wealth Management LLC added27,226$573K0.2%2026-Q2
Invesco Ltd. trimmed24,543$516K0.2%2026-Q2
CANADA PENSION PLAN INVESTMENT BOARD22,900$482K0.2%2026-Q2
Prosperity Consulting Group, LLC22,278$469K0.1%2026-Q2
Assenagon Asset Management S.A. trimmed22,181$467K0.1%2026-Q2
DEUTSCHE BANK AG\ added21,265$447K0.1%2026-Q2
Vident Advisory, LLC trimmed21,077$443K0.1%2026-Q2
AMERIPRISE FINANCIAL INC20,779$437K0.1%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed20,088$423K0.1%2026-Q2
Sequoia Financial Advisors, LLC new19,354$407K0.1%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added18,553$390K0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added17,926$378K0.1%2026-Q2
FRANKLIN RESOURCES INC trimmed17,688$372K0.1%2026-Q2
IEQ CAPITAL, LLC added17,542$369K0.1%2026-Q2
LPL Financial LLC added16,021$337K0.1%2026-Q2
D. E. Shaw & Co., Inc. trimmed15,632$329K0.1%2026-Q2
CITIGROUP INC added15,169$319K0.1%2026-Q2
BALLAST ADVISORS LLC14,600$307K0.1%2026-Q2
OCCUDO QUANTITATIVE STRATEGIES LP added14,587$307K0.1%2026-Q2
NewEdge Advisors, LLC new14,492$305K0.1%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new13,395$287K0.1%2026-Q2
MetLife Investment Management, LLC12,841$270K0.1%2026-Q2
Cetera Investment Advisers trimmed12,294$259K0.1%2026-Q2
XTX Topco Ltd new11,454$241K0.1%2026-Q2
D.A. DAVIDSON & CO. trimmed11,400$240K0.1%2026-Q2
NORTHLAND SECURITIES, INC. trimmed11,055$233K0.1%2026-Q2
SEI INVESTMENTS CO trimmed10,858$228K0.1%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV new10,804$227K0.1%2026-Q2
Jump Financial, LLC trimmed10,625$224K0.1%2026-Q2
CAPTRUST FINANCIAL ADVISORS new10,176$214K0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed9,921$209K0.1%2026-Q2
Vanguard Global Advisers, LLC9,305$196K0.1%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added9,074$191K0.1%2026-Q2
ROYAL BANK OF CANADA added6,437$136K0.0%2026-Q2
UBS Group AG trimmed6,103$128K0.0%2026-Q2
Police & Firemen's Retirement System of New Jersey5,816$122K0.0%2026-Q2
HARBOUR INVESTMENTS, INC.5,802$122K0.0%2026-Q2
FMR LLC added5,491$116K0.0%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership