BWB · Bridgewater Bancshares Inc · Shareholders & Ownership

$20.39 -0.03 (-0.15%) At close · Oct 28 Q3 2026 earnings call transcript

Russell 2000 member Rebalance outlook locked

Market Cap

$568.55M

27.88M

Volume · Oct 28 105.72K Avg daily vol (3M) 126.48K

Every disclosed holder of BWB in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns BWB

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	153	18,083,077	64.85%	Yes
Insiders (Forms 3, 4, 5)	17	5,483,963	19.67%	Yes
13D/G-only blocks	2	3,378,779	12.12%	Yes
Remaining	—	938,004	3.36%	Rest
Registered funds (N-PORT, not summed)	192	8,285,916	29.72%	No

Shares outstanding: 27,883,823, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of BWB

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Castle Creek Capital Partners VIII, LP 13D CIK 1580580 · Unknown · Oct 24, 2023	2,206,568	7.91%	—	Oct 24, 2023
2	Thrivent Financial for Lutherans 13F CIK 314984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,205,041	7.91%	-49,064	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	THRIVENT SMALL CAP STOCK FUND Fund S000001358 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	1,552,733	5.57%	-24,618	Jul 31, 2026	Thrivent Mutual Funds, not summed
2.2	THRIVENT SMALL CAP STOCK PORTFOLIO Fund S000001445 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	510,791	1.83%	+1,981	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
2.3	THRIVENT AGGRESSIVE ALLOCATION FUND Fund S000000700 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	50,016	0.18%	+3,404	Jul 31, 2026	Thrivent Mutual Funds, not summed
2.4	THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Fund S000001347 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	24,882	0.09%	+2,236	Jul 31, 2026	Thrivent Mutual Funds, not summed
2.5	THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Fund S000001416 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	10,190	0.04%	-3,571	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,765,449	6.33%	+180,053	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	587,564	2.11%	+64,836	Jun 30, 2026	iShares Trust, not summed
3.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	108,439	0.39%	+9,086	Jun 30, 2026	iShares Trust, not summed
3.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	108,170	0.39%	+30,750	Jun 30, 2026	iShares Trust, not summed
3.4	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	73,869	0.26%	+21,105	Jun 30, 2026	iShares Trust, not summed
3.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	64,229	0.23%	+1,632	Jun 30, 2026	iShares Trust, not summed
4	Juran David B. Insider CIK 1733121 · Sep 30, 2026 Director, issuer-wide	1,552,475	5.57%	+969	Sep 30, 2026	Director, issuer-wide
4.1	David Juran 13G CIK 1733121 · Unknown · Dec 31, 2025 Rule 13d-1(d), exempt investor, not summed	1,591,482	5.71%	+4,932	Dec 31, 2025	Rule 13d-1(d), exempt investor, not summed
5	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,341,747	4.81%	+27,467	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	189,711	0.68%	+9,693	Jun 30, 2026	AB CAP FUND, INC., not summed
5.2	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	62,070	0.22%	-2,850	Jun 30, 2026	Bernstein Fund Inc, not summed
6	Urness Todd B. Insider CIK 1733123 · Sep 30, 2026 Director, issuer-wide	1,177,909	4.22%	+969	Sep 30, 2026	Director, issuer-wide
7	Baack Jerry J. Insider CIK 1733126 · Oct 23, 2026 Director, CEO, issuer-wide	1,172,702	4.21%	+46,933	Oct 23, 2026	Director, CEO, issuer-wide
7.1	Jerry Baack 13G CIK 1733126 · Unknown · Dec 31, 2025 Rule 13d-1(d), exempt investor, not summed	1,429,162	5.13%	-63,643	Dec 31, 2025	Rule 13d-1(d), exempt investor, not summed
8	Castle Creek Capital Partners VIII, LP 13D CIK 1868329 · Unknown · Dec 4, 2024	1,172,211	4.20%	-788,560	Dec 4, 2024
9	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,099,544	3.94%	+41,073	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	156,108	0.56%	+9,188	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	152,683	0.55%	+3,461	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	127,713	0.46%	+5,015	Jul 31, 2026	Dimensional ETF Trust, not summed
9.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	107,235	0.38%	+1,443	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.5	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	93,439	0.34%	+1,974	Jul 31, 2026	Dimensional ETF Trust, not summed
10	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	941,478	3.38%	+21,960	Jun 30, 2026	carried, not yet filed for the newest quarter
11	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	708,418	2.54%	+90,491	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	664,655	2.38%	+20,787	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	566,536	2.03%	+67,936	May 31, 2026	American Century ETF Trust, not summed
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	557,374	2.00%	+61,306	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Shellberg Jeffrey D. Insider CIK 1732717 · Aug 31, 2026 Director, issuer-wide	538,331	1.93%	+5,144	Aug 31, 2026	Director, issuer-wide
16	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	468,511	1.68%	+14,037	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	7,076	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
16.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	462	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
16.3	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	203	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
17	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 13F CIK 1238990 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	434,660	1.56%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
18	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	385,947	1.38%	+71,600	Jun 30, 2026	carried, not yet filed for the newest quarter
19	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	361,031	1.29%	-7,200	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Tradition Wealth Management, LLC 13F CIK 1843010 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	349,549	1.25%	-2,316	Jun 30, 2026	carried, not yet filed for the newest quarter
21	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	348,022	1.25%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
22	NEXT CENTURY GROWTH INVESTORS LLC 13F CIK 1134007 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	318,380	1.14%	-15,174	Jun 30, 2026	carried, not yet filed for the newest quarter
23	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	308,505	1.11%	+134,795	Jun 30, 2026	carried, not yet filed for the newest quarter
24	KENNEDY CAPITAL MANAGEMENT LLC 13F CIK 884589 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	282,649	1.01%	-4,293	Jun 30, 2026	carried, not yet filed for the newest quarter
25	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	252,691	0.91%	-119	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	Johnson James S. Insider CIK 1733285 · Sep 30, 2026 Director, issuer-wide	244,839	0.88%	+969	Sep 30, 2026	Director, issuer-wide
27	Ancora Advisors LLC 13F CIK 1446114 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	238,580	0.86%	+2,340	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Ancora/Thelen Small-Mid Cap Fund Fund S000039307 · Registered fund · Jun 30, 2026 ANCORA TRUST, not summed	97,930	0.35%	0	Jun 30, 2026	ANCORA TRUST, not summed
28	Hillsdale Investment Management Inc. 13F CIK 1368465 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	234,060	0.84%	+22,100	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	232,011	0.83%	+25,866	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Tax-Managed U.S. Mid & Small Cap Fund Fund S000001571 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	171,412	0.61%	0	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
30	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	230,264	0.83%	+1,570	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	72,000	0.26%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
31	Crocker Mary Jayne Insider CIK 1732716 · Sep 30, 2026 Director, issuer-wide	224,868	0.81%	+484	Sep 30, 2026	Director, issuer-wide
32	Hodges Capital Management Inc. 13F CIK 1337263 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	193,390	0.69%	-40,500	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Hodges Small Intrinsic Value Fund Fund S000081360 · Registered fund · Jun 30, 2026 NORTHERN LIGHTS FUND TRUST II, not summed	61,125	0.22%	-13,900	Jun 30, 2026	NORTHERN LIGHTS FUND TRUST II, not summed
33	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	186,223	0.67%	+15,559	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	11,319	0.04%	+922	Jun 30, 2026	Northern Funds, not summed
34	CSM Advisors, LLC 13F CIK 1863523 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	180,420	0.65%	-200	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	179,768	0.64%	+23,552	Jun 30, 2026	carried, not yet filed for the newest quarter
36	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	178,928	0.64%	-19,491	Jun 30, 2026	carried, not yet filed for the newest quarter
37	ALGERT GLOBAL LLC 13F CIK 1275218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	169,752	0.61%	+169,752	Jun 30, 2026	carried, not yet filed for the newest quarter
38	MALTESE CAPITAL MANAGEMENT LLC 13F CIK 1040762 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	169,195	0.61%	+2,189	Jun 30, 2026	carried, not yet filed for the newest quarter
39	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	168,967	0.61%	-10,985	Jun 30, 2026	carried, not yet filed for the newest quarter
40	EJF Capital LP 13F CIK 1353254 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	164,752	0.59%	-16,986	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Place Nicholas L. Insider CIK 1732712 · Jun 8, 2026 CHIEF BANKING OFFICER, issuer-wide	159,622	0.57%	+7,812	Jun 8, 2026	CHIEF BANKING OFFICER, issuer-wide
42	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	158,307	0.57%	+7,445	Jun 30, 2026	carried, not yet filed for the newest quarter
43	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	156,628	0.56%	+7,019	Jun 30, 2026	carried, not yet filed for the newest quarter
43.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	57,500	0.21%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
44	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	148,949	0.53%	+7,347	Jun 30, 2026	carried, not yet filed for the newest quarter
45	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	142,273	0.51%	+67,994	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	AQR Small Cap Momentum Style Fund Fund S000025644 · Registered fund · Mar 31, 2026 AQR Funds, not summed	2,717	0.01%	—	Mar 31, 2026	AQR Funds, not summed
45.2	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	2,620	0.01%	—	Jun 30, 2026	AQR Funds, not summed
46	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	135,884	0.49%	+63,916	Jun 30, 2026	carried, not yet filed for the newest quarter
47	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	135,059	0.48%	-7,080	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	13,500	0.05%	-240	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
48	Villanova Investment Management Co LLC 13F CIK 1872130 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	129,787	0.47%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Curi Capital, LLC 13F CIK 1332905 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	127,375	0.46%	+7,363	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	RMB Mendon Financial Services Fund Fund S000002998 · Registered fund · Jun 30, 2026 RMB Investors Trust, not summed	127,218	0.46%	+7,218	Jun 30, 2026	RMB Investors Trust, not summed
50	MENDON CAPITAL ADVISORS CORP 13F CIK 1177043 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	127,218	0.46%	+7,218	Jun 30, 2026	carried, not yet filed for the newest quarter

32 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 266 holders

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Key facts CIK 1341317 CUSIP 108621103 13F (30d) 30 filings 27 filers Visit website Investor relations