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Security record · archived quarter

BWB

Bridgewater Bancshares, Inc. · Financial Services · Banks - Regional

21.18 +0.3% mkt cap $590.52M quote delayed (FMP) · as of Aug 26 18:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
17Tracked holders
0Δ holders
5.16MShares held
$90.84MReported value
+0New positions
−0Exits
Stable Conviction score 54/100 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.9% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 63 +4 10.48M $216.03M +5 −1
Q1 2026 61 +1 9.56M $169.03M +3 −2
Q4 2025 60 -2 9.68M $169.70M −2
Q3 2025 17 0 5.16M $90.84M
Q2 2025 14 +2 4.77M $75.87M +2
Q1 2025 9 +1 1.60M $22.29M +1
Q4 2024 8 0 1.60M $21.59M
Q3 2024 7 +1 1.11M $15.77M +1
Q2 2024 6 1.09M $12.61M
Holder count
Who holds it · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 1.58M -0.9% $27.77M 0.0% ▼ Trim 2 SEC ↗
2 BlackRock (passive) 1.58M -0.9% $27.77M 0.0% ▼ Trim 2 SEC ↗
3 BlackRock (passive) 1.58M -0.9% $27.77M 0.0% ▼ Trim 2 SEC ↗
4 BlackRock (passive) 1.58M -0.9% $27.77M 0.0% ▼ Trim 2 SEC ↗
5 BlackRock (passive) 1.58M -0.9% $27.77M 0.0% ▼ Trim 2 SEC ↗
6 BlackRock (passive) 1.58M -0.9% $27.77M 0.0% ▼ Trim 2 SEC ↗
7 BlackRock (passive) 1.58M -0.9% $27.77M 0.0% ▼ Trim 2 SEC ↗
8 The Vanguard Group (passive) 1.15M +2.3% $20.33M 0.0% ▲ Add 2 SEC ↗
9 The Vanguard Group (passive) 1.15M +2.3% $20.33M 0.0% ▲ Add 2 SEC ↗
10 The Vanguard Group (passive) 1.15M +2.3% $20.33M 0.0% ▲ Add 2 SEC ↗
11 State Street Global Advisors (passive) 481.79K +2.2% $8.48M 0.0% ▲ Add 4 SEC ↗
12 Geode Capital Management (passive) 480.92K +3.0% $8.47M 0.0% ▲ Add 6 SEC ↗
13 Geode Capital Management (passive) 480.92K +3.0% $8.47M 0.0% ▲ Add 6 SEC ↗
14 Renaissance Technologies 389.15K -3.5% $6.85M 0.0% ▼ Trim 6 SEC ↗
15 JPMorgan Chase 244.23K $4.30M 0.0% n/c 1 SEC ↗
16 JPMorgan Chase 244.23K $4.30M 0.0% n/c 1 SEC ↗
17 JPMorgan Chase 244.23K $4.30M 0.0% n/c 1 SEC ↗
18 JPMorgan Chase 244.23K $4.30M 0.0% n/c 1 SEC ↗
19 JPMorgan Chase 244.23K $4.30M 0.0% n/c 1 SEC ↗
20 JPMorgan Chase 244.23K $4.30M 0.0% n/c 1 SEC ↗
21 JPMorgan Chase 244.23K $4.30M 0.0% n/c 1 SEC ↗
22 JPMorgan Chase 244.23K $4.30M 0.0% n/c 1 SEC ↗
23 Arrowstreet Capital 220.09K +1.2% $3.87M 0.0% ▲ Add 6 SEC ↗
24 Goldman Sachs Group 138.09K $2.43M 0.0% n/c 1 SEC ↗
25 Goldman Sachs Group 138.09K $2.43M 0.0% n/c 1 SEC ↗
26 Morgan Stanley 112.14K $1.97M 0.0% n/c 1 SEC ↗
27 Morgan Stanley 112.14K $1.97M 0.0% n/c 1 SEC ↗
28 Morgan Stanley 112.14K $1.97M 0.0% n/c 1 SEC ↗
29 Morgan Stanley 112.14K $1.97M 0.0% n/c 1 SEC ↗
30 Morgan Stanley 112.14K $1.97M 0.0% n/c 1 SEC ↗
31 Two Sigma Investments 92.88K +1.6% $1.63M 0.0% ▲ Add 6 SEC ↗
32 AQR Capital Management 69.96K +82.9% $1.23M 0.0% ▲ Add 3 SEC ↗
33 AQR Capital Management 69.96K +82.9% $1.23M 0.0% ▲ Add 3 SEC ↗
34 AQR Capital Management 69.96K +82.9% $1.23M 0.0% ▲ Add 3 SEC ↗
35 AQR Capital Management 69.96K +82.9% $1.23M 0.0% ▲ Add 3 SEC ↗
36 AQR Capital Management 69.96K +82.9% $1.23M 0.0% ▲ Add 3 SEC ↗
37 Citadel Advisors 61.41K -56.2% $1.08M 0.0% ▼ Trim 6 SEC ↗
38 Citadel Advisors 61.41K -56.2% $1.08M 0.0% ▼ Trim 6 SEC ↗
39 Marshall Wace 52.80K +22.8% $929,211 0.0% ▲ Add 2 SEC ↗
40 Marshall Wace 52.80K +22.8% $929,211 0.0% ▲ Add 2 SEC ↗
41 D. E. Shaw & Co. 45.70K -21.9% $804,267 0.0% ▼ Trim 6 SEC ↗
42 Millennium Management 27.31K -73.8% $480,603 0.0% ▼ Trim 5 SEC ↗
43 T. Rowe Price 10.88K +2.5% $192,000 0.0% ▲ Add 2 SEC ↗
44 Fidelity (FMR) 1.37K +6.0% $24,112 0.0% ▲ Add 2 SEC ↗
45 Fidelity (FMR) 1.37K +6.0% $24,112 0.0% ▲ Add 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 138 holders, 17.26M shares, $254.42M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 24 Juran David B.

Director · 25.00K sh · $543,430

Aug 21 Juran David B.

Director · 15.00K sh · $323,886

Aug 17 Baack Jerry J.

Officer, Director · 10.00K sh · $224,813

Aug 14 Baack Jerry J.

Officer, Director · 15.00K sh · $333,219

Aug 13 Baack Jerry J.

Officer, Director · 10.00K sh · $220,282

Aug 06 Shellberg Jeffrey D.

Director · 40.00K sh · $850,284

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2025 · Methodology · Get this via the API