Waterstone Financial Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 1.64 M | $34.03 M | 9.02% | 9.52% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.42 M | $29.39 M | 0.31% | 8.22% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 1.05 M | $21.80 M | -3.92% | 6.10% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 641.01 K | $13.29 M | -8.46% | 3.72% |
| STATE STREET CORP | 09/22/2026 | 398.37 K | $8.26 M | 0.98% | 2.29% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 388.48 K | $8.05 M | 5.94% | 2.25% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 341.97 K | $7.09 M | 36.74% | 1.98% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 259.09 K | $5.37 M | 15.26% | 1.50% |
| CSM ADVISORS, LLC | 08/14/2026 | 221.07 K | $4.58 M | 16.28% | 1.28% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 211.38 K | $4.38 M | 3.05% | 1.23% |
| MORGAN STANLEY | 08/13/2026 | 197.81 K | $4.10 M | 28.76% | 1.15% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 196.66 K | $4.08 M | -22.72% | 1.14% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 169.42 K | $3.51 M | 19.81% | 0.98% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 167.10 K | $3.46 M | 0.00% | 0.97% |
| DONALD SMITH & CO., INC. | 08/11/2026 | 164.59 K | $3.41 M | -6.53% | 0.95% |
| NORTHERN TRUST CORP | 08/13/2026 | 143.76 K | $2.98 M | 2.63% | 0.83% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 129.11 K | $2.68 M | 1.82% | 0.75% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 129.11 K | $2.68 M | 100.00% | 0.75% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 119.14 K | $2.47 M | 328.00% | 0.69% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 115.28 K | $2.39 M | -5.80% | 0.67% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/13/2026 | 113.78 K | $2.36 M | 208.84% | 0.66% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 101.89 K | $2.11 M | 16.24% | 0.59% |
| FOURTHSTONE LLC | 08/14/2026 | 98.91 K | $2.05 M | -66.03% | 0.57% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 96.68 K | $2.00 M | 3.87% | 0.56% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 90.56 K | $1.88 M | 7.90% | 0.53% |
| FMR LLC | 08/13/2026 | 88.87 K | $1.84 M | 5.53% | 0.52% |
| RITHOLTZ WEALTH MANAGEMENT | 08/11/2026 | 76.02 K | $1.58 M | 74.17% | 0.44% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 64.55 K | $1.34 M | -24.88% | 0.37% |
| JOHN G ULLMAN & ASSOCIATES INC | 08/11/2026 | 59.75 K | $1.24 M | -2.45% | 0.35% |
| MARTINGALE ASSET MANAGEMENT L P | 08/13/2026 | 59.26 K | $1.23 M | 54.99% | 0.34% |
| TETON ADVISORS, LLC | 08/12/2026 | 59.00 K | $1.22 M | 0.00% | 0.34% |
| HSBC HOLDINGS PLC | 08/14/2026 | 49.49 K | $1.02 M | 3.08% | 0.29% |
| NUVEEN, LLC | 08/11/2026 | 43.63 K | $904.45 K | 0.00% | 0.25% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 43.35 K | $898.71 K | -4.09% | 0.25% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 41.78 K | $866.06 K | -6.64% | 0.24% |
| ALGERT GLOBAL LLC | 08/13/2026 | 37.70 K | $781.52 K | 100.00% | 0.22% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2026 | 34.80 K | $721.40 K | 0.58% | 0.20% |
| STRS OHIO | 07/30/2026 | 34.40 K | $713.11 K | 8.86% | 0.20% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 33.93 K | $703.29 K | -16.65% | 0.20% |
| IEQ CAPITAL, LLC | 08/11/2026 | 31.88 K | $660.83 K | -0.80% | 0.18% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 27.20 K | $563.88 K | 36.41% | 0.16% |
| CITADEL ADVISORS LLC | 09/02/2026 | 27.09 K | $561.62 K | -31.34% | 0.16% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 26.51 K | $477.89 K | 2.42% | 0.15% |
| BAILARD, INC. | 07/30/2026 | 22.60 K | $468.50 K | 100.00% | 0.13% |
| MARINER, LLC | 08/13/2026 | 22.42 K | $464.70 K | 4.91% | 0.13% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 21.77 K | $451.27 K | 26.34% | 0.13% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 08/12/2026 | 20.40 K | $422.89 K | 100.00% | 0.12% |
| RHUMBLINE ADVISERS | 08/12/2026 | 19.51 K | $404.44 K | 2.03% | 0.11% |
| ODYSSEAN, LLC | 08/14/2026 | 19.29 K | $399.92 K | 100.00% | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 18.66 K | $386.82 K | -20.39% | 0.11% |
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Waterstone Financial Inc institutional Ownership - FAQ's
During the previous two years, 185 institutional investors and hedge funds held shares of Waterstone Financial Inc. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 1.42 M
JOHN G ULLMAN & ASSOCIATES INC: 59,582
COMMONWEALTH EQUITY SERVICES, LLC: 45,949
STRS OHIO: 43,000
Creative Planning: 18,624
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 18,563
57.01% of Waterstone Financial Inc stock is owned by institutional investors.
Institutional investors have bought a total of 17.21 M shares in the last 24 months. This purchase volume represents approximately $300.35 M in transactions.