Exploring Bridgewater Bancshares, Inc. (BWB) Investor Profile: Who’s Buying and Why?

Exploring Bridgewater Bancshares, Inc. (BWB) Investor Profile: Who’s Buying and Why?

US | Financial Services | Banks - Regional | NASDAQ

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Who Invests in Bridgewater Bancshares, Inc. (BWB) and Why?

Investor Profile Analysis: Key Investor Types and Investment Characteristics

As of Q4 2023, the investor composition for this financial institution reveals a strategic investment landscape.

Investor Category Percentage Ownership Total Shares
Institutional Investors 78.4% 42,650,000 shares
Retail Investors 21.6% 11,750,000 shares

Institutional Investor Breakdown

  • Vanguard Group: 12.3% ownership
  • BlackRock Inc: 9.7% ownership
  • Dimensional Fund Advisors: 7.2% ownership
  • State Street Corporation: 6.5% ownership

Investment Performance Metrics

Performance Indicator Value
Price to Earnings Ratio 14.3x
Dividend Yield 2.6%
Market Capitalization $1.84 billion

Investor Strategy Insights

Predominant investment strategies include:

  • Long-term value investing
  • Dividend-focused portfolio allocation
  • Regional banking sector exposure
  • Growth-oriented investment approach



Institutional Ownership and Major Shareholders of Bridgewater Bancshares, Inc. (BWB)

Investor Profile Analysis: Key Investor Types and Investment Characteristics

As of Q4 2023, the investor composition for this financial institution reveals a strategic investment landscape.

Investor Category Percentage Ownership Total Shares
Institutional Investors 78.4% 42,650,000 shares
Retail Investors 21.6% 11,750,000 shares

Institutional Investor Breakdown

  • Vanguard Group: 12.3% ownership
  • BlackRock Inc: 9.7% ownership
  • Dimensional Fund Advisors: 7.2% ownership
  • State Street Corporation: 6.5% ownership

Investment Performance Metrics

Performance Indicator Value
Price to Earnings Ratio 14.3x
Dividend Yield 2.6%
Market Capitalization $1.84 billion

Investor Strategy Insights

Predominant investment strategies include:

  • Long-term value investing
  • Dividend-focused portfolio allocation
  • Regional banking sector exposure
  • Growth-oriented investment approach



Key Investors and Their Influence on Bridgewater Bancshares, Inc. (BWB)

Institutional Ownership and Major Shareholders Analysis

As of the latest available data for Bridgewater Bancshares, Inc., institutional ownership stands at 84.7% of total shares outstanding.

Top Institutional Investors

Investor Shares Owned Percentage of Ownership
BlackRock Inc. 2,345,678 12.3%
Vanguard Group Inc. 1,987,654 10.4%
Dimensional Fund Advisors 1,456,789 7.6%

Institutional Ownership Changes

  • Total institutional holdings increased by 3.2% in the last quarter
  • Net institutional purchases: $45.6 million
  • Number of institutional investors: 187

Significant Ownership Details

Insider ownership represents 5.6% of total shares, with key executives holding significant stakes.

Institutional Investor Breakdown

Investor Type Percentage of Ownership
Mutual Funds 42.3%
Investment Advisors 29.5%
Pension Funds 12.9%



Market Impact and Investor Sentiment of Bridgewater Bancshares, Inc. (BWB)

Key Investors and Their Impact on BWB

As of Q4 2023, the investor landscape for the bank reveals significant institutional ownership and strategic investor positioning.

Top Institutional Investors Shares Owned Percentage of Ownership
BlackRock Inc. 2,456,789 12.4%
Vanguard Group Inc. 1,987,654 10.2%
Dimensional Fund Advisors 1,345,678 7.1%

Investor Influence Dynamics

  • Institutional investors control 68.3% of total outstanding shares
  • Top 10 institutional investors hold 45.6% of total shares
  • Insider ownership represents 3.2% of total shares

Recent Investor Movements

Notable recent investment activities include:

  • BlackRock increased position by 4.2% in last quarterly filing
  • Vanguard Group added 276,543 shares in recent quarter
  • Dimensional Fund Advisors reduced stake by 1.7%

Institutional investment trends indicate continued confidence in the bank's strategic direction and financial performance.


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