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Bridgewater Bancshares Inc (BWB)

CUSIP: 108621103 | NYSE | Financial Services · Banks - Regional | Small Cap | 331 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Thrivent Financial for Lutherans2,205,309
0.1% of portfolio›$44.5M
Dimensional Fund Advisors LP1,172,372
0.0% of portfolio›$23.6M
Sippican Capital Advisors96,645
1.3% of portfolio›$1.9M
Villanova Investment Management Co94,987
1.9% of portfolio›$1.9M
Rosenthal | Henry Capital Advisors, Inc.90,614
1.7% of portfolio›$1.8M
Tectonic Advisors LLC88,744
0.1% of portfolio›$1.8M
Daytona Street Capital LLC80,868
1.2% of portfolio›$1.7M
Bank of New York Mellon Corp64,529
0.0% of portfolio›$1.3M
Strs Ohio44,900
0.0% of portfolio›$905.6K
Inspire Investing, LLC31,690
0.0% of portfolio›$639.2K
Wealth Enhancement Advisory Services, LLC14,625
0.0% of portfolio›$298.1K
Creative Planning11,793
0.0% of portfolio›$237.9K
D.A. Davidson & Co.11,400
0.0% of portfolio›$229.9K
Northland Securities, Inc.11,055
0.1% of portfolio›$223.0K
State of Alaska, Department of Revenue3,851
0.0% of portfolio›$76
Citigroup Inc3,584
0.0% of portfolio›$72.3K
Gamma Investing LLC1,198
0.0% of portfolio›$24.2K
MJT & Associates Financial Advisory Group, Inc.1,000
0.0% of portfolio›$20.2K
Farther Finance Advisors, LLC918
0.0% of portfolio›$18.5K
Versant Capital Management, Inc891
0.0% of portfolio›$18.0K
Pinnacle Wealth Planning Services, Inc.782
0.0% of portfolio›$15.8K
Sterling Capital Management LLC572
0.0% of portfolio›$11.5K
EverSource Wealth Advisors, LLC334
0.0% of portfolio›$6.7K
Pension & Wealth Management Advisors, Inc.293
0.0% of portfolio›$5.9K
SJS Investment Consulting Inc.205
0.0% of portfolio›$4.1K
Essential Partners LLC187
0.0% of portfolio›$3.8K
Fortitude Family Office, LLC170
0.0% of portfolio›$3.4K
Signaturefd, LLC122
0.0% of portfolio›$2.5K
IFP Advisors, Inc117
0.0% of portfolio›$2.4K
Silver Grove Financial Group, Inc.75
0.0% of portfolio›$1.5K
Root Financial Partners, LLC55
0.0% of portfolio›$1.1K
Parkside Financial Bank & Trust55
0.0% of portfolio›$1.1K
Tounjian Advisory Partners, LLC54
0.0% of portfolio›$1.1K
Nisa Investment Advisors, LLC53
0.0% of portfolio›$1.1K
Parallel Advisors, LLC52
0.0% of portfolio›$1.0K
True Wealth Design, LLC40
0.0% of portfolio›$807
Breakwater Investment Management21
0.0% of portfolio›$424
Covestor Ltd18
0.0% of portfolio›$0
Provenance Wealth Advisors, LLC13
0.0% of portfolio›$262
Caitong International Asset Management Co., Ltd9
0.0% of portfolio›$182
GK Wealth Management LLC7
0.0% of portfolio›$146
James T. Borello RIA5
0.0% of portfolio›$101
SBI Securities Co., Ltd.3
0.0% of portfolio›$61
StyleTurnoverLocationFiled
Thrivent Financial for Lutherans
2,205,309$44.5M0.1%GARPMediumMinneapolis, MN2026-11-05
Dimensional Fund Advisors LP
1,172,372$23.6M0.0%IndexLowAustin, TX2026-11-04
Sippican Capital Advisors
96,645$1.9M1.3%ValueLowBoston, MA2026-10-23
Villanova Investment Management Co
94,987$1.9M1.9%Deep ValueMediumWayne, PA2026-11-02
Rosenthal | Henry Capital Advisors, Inc.
90,614$1.8M1.7%Deep ValueLowMishawaka, IN2026-10-27
Tectonic Advisors LLC
88,744$1.8M0.1%YieldLowFrisco, TX2026-10-22
Daytona Street Capital LLC
80,868$1.7M1.2%Deep ValueMediumSaint Louis, MO2026-10-15
Bank of New York Mellon Corp
64,529$1.3M0.0%CoreLowNew York, NY2026-11-05
Strs Ohio
44,900$905.6K0.0%CoreMediumColumbus, OH2026-10-30
Inspire Investing, LLC
31,690$639.2K0.0%GARPHighMeridian, ID2026-10-22
Wealth Enhancement Advisory Services, LLC
14,625$298.1K0.0%CoreLowPlymouth, MN2026-10-13
Creative Planning
11,793$237.9K0.0%IndexVery LowOverland Park, KS2026-11-02
D.A. Davidson & Co.
11,400$229.9K0.0%CoreLowGreat Falls, MT2026-10-28
Northland Securities, Inc.
11,055$223.0K0.1%ETFLowMinneapolis, MN2026-11-02
State of Alaska, Department of Revenue
3,851$760.0%CoreVery LowJuneau, AK2026-10-15
Citigroup Inc
3,584$72.3K0.0%CoreMediumNew York, NY2026-11-04
Gamma Investing LLC
1,198$24.2K0.0%IndexVery LowFoster City, CA2026-10-08
MJT & Associates Financial Advisory Group, Inc.
1,000$20.2K0.0%ETFLowMontevideo, MN2026-10-07
Farther Finance Advisors, LLC
918$18.5K0.0%IndexLowSan Francisco, CA2026-10-08
Versant Capital Management, Inc
891$18.0K0.0%GARPLowPhoenix, AZ2026-10-02
Pinnacle Wealth Planning Services, Inc.
782$15.8K0.0%GARPLowMansfield, OH2026-10-27
Sterling Capital Management LLC
572$11.5K0.0%GARPMediumCharlotte, NC2026-10-22
EverSource Wealth Advisors, LLC
334$6.7K0.0%CoreMediumBirmingham, AL2026-11-04
Pension & Wealth Management Advisors, Inc.
293$5.9K0.0%ETFLowWaltham, MA2026-10-16
SJS Investment Consulting Inc.
205$4.1K0.0%ETFVery LowSylvania, OH2026-10-26
Essential Partners LLC
187$3.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Fortitude Family Office, LLC
170$3.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Signaturefd, LLC
122$2.5K0.0%IndexLowAtlanta, GA2026-10-23
IFP Advisors, Inc
117$2.4K0.0%GrowthLowTampa, FL2026-10-16
Silver Grove Financial Group, Inc.
75$1.5K0.0%CoreMediumOrchard Park, NY2026-11-05
Root Financial Partners, LLC
55$1.1K0.0%ETFMediumEncinitas, CA2026-10-21
Parkside Financial Bank & Trust
55$1.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Tounjian Advisory Partners, LLC
54$1.1K0.0%GrowthHighFort Myers, FL2026-11-04
Nisa Investment Advisors, LLC
53$1.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
Parallel Advisors, LLC
52$1.0K0.0%IndexLowSan Francisco, CA2026-11-03
True Wealth Design, LLC
40$8070.0%ETFMediumAkron, OH2026-10-13
Breakwater Investment Management
21$4240.0%ETFLowSeattle, WA2026-10-20
Covestor Ltd
18$00.0%ValueHighLondon, United Kingdom2026-10-30
Provenance Wealth Advisors, LLC
13$2620.0%ETFLowFort Lauderdale, FL2026-10-30
Caitong International Asset Management Co., Ltd
9$1820.0%GrowthVery HighHong Kong, South Korea2026-10-29
GK Wealth Management LLC
7$1460.0%GARPVery HighReno, NV2026-10-09
James T. Borello RIA
5$1010.0%ETFVery LowEast Dundee, IL2026-10-16
SBI Securities Co., Ltd.
3$610.0%Agg GrowthLowTokyo, Mexico2026-10-22