Waterstone Financial Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 1.51 M | $27.15 M | -1.74% | 8.44% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.41 M | $25.49 M | -0.12% | 7.92% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 1.09 M | $19.73 M | -2.04% | 6.14% |
| 05/15/2026 | 700.24 K | $12.63 M | 100.00% | 3.93% | |
| STATE STREET CORP | 05/15/2026 | 394.52 K | $7.11 M | -4.20% | 2.21% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 366.68 K | $6.61 M | -1.07% | 2.06% |
| FOURTHSTONE LLC | 05/15/2026 | 291.19 K | $5.25 M | 45.81% | 1.63% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 254.46 K | $4.59 M | 41.32% | 1.43% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 250.09 K | $4.51 M | 25.67% | 1.40% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 224.79 K | $4.05 M | 11.45% | 1.26% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 205.12 K | $3.70 M | 2.76% | 1.15% |
| CSM ADVISORS, LLC | 05/15/2026 | 190.13 K | $3.43 M | -0.61% | 1.07% |
| DONALD SMITH & CO., INC. | 05/14/2026 | 176.09 K | $3.17 M | 37.82% | 0.99% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 167.10 K | $3.01 M | -11.35% | 0.94% |
| MORGAN STANLEY | 05/15/2026 | 153.63 K | $2.77 M | -13.99% | 0.86% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 141.41 K | $2.55 M | 9.96% | 0.79% |
| NORTHERN TRUST CORP | 05/14/2026 | 140.08 K | $2.53 M | 4.80% | 0.79% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 126.79 K | $2.29 M | -4.14% | 0.71% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 122.38 K | $2.21 M | 11.31% | 0.69% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 93.08 K | $1.68 M | 100.00% | 0.52% |
| 05/08/2026 | 87.65 K | $1.58 M | 100.00% | 0.49% | |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 85.93 K | $1.55 M | 13.50% | 0.48% |
| FMR LLC | 05/15/2026 | 84.21 K | $1.52 M | 0.64% | 0.47% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 83.93 K | $1.51 M | -1.85% | 0.47% |
| JOHN G ULLMAN & ASSOCIATES INC | 05/06/2026 | 61.25 K | $1.10 M | -3.16% | 0.34% |
| 05/14/2026 | 59.00 K | $1.06 M | 0.00% | 0.33% | |
| HSBC HOLDINGS PLC | 04/30/2026 | 48.01 K | $873.82 K | 4.43% | 0.27% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 45.20 K | $814.96 K | 30.68% | 0.25% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 44.75 K | $806.79 K | -10.22% | 0.25% |
| RITHOLTZ WEALTH MANAGEMENT | 04/20/2026 | 43.65 K | $786.96 K | 101.72% | 0.24% |
| NUVEEN, LLC | 04/30/2026 | 43.63 K | $786.65 K | 0.77% | 0.24% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 40.71 K | $733.91 K | -11.37% | 0.23% |
| CITADEL ADVISORS LLC | 05/15/2026 | 39.46 K | $711.46 K | 260.50% | 0.22% |
| MARTINGALE ASSET MANAGEMENT L P | 05/13/2026 | 38.23 K | $689.36 K | 96.91% | 0.21% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2026 | 36.84 K | $664.23 K | 27.04% | 0.21% |
| STATE OF WISCONSIN INVESTMENT BOARD | 05/15/2026 | 34.60 K | $623.84 K | 3.28% | 0.19% |
| IEQ CAPITAL, LLC | 05/15/2026 | 32.14 K | $579.40 K | 8.70% | 0.18% |
| STRS OHIO | 04/24/2026 | 31.60 K | $569.75 K | -5.11% | 0.18% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 27.84 K | $501.88 K | 141.51% | 0.16% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 25.88 K | $428.31 K | 0.00% | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 23.44 K | $422.59 K | 0.00% | 0.13% |
| MARINER, LLC | 05/13/2026 | 21.37 K | $385.27 K | 9.69% | 0.12% |
| JPMORGAN CHASE & CO | 05/13/2026 | 21.06 K | $383.26 K | -49.37% | 0.12% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 19.94 K | $359.55 K | -19.28% | 0.11% |
| RHUMBLINE ADVISERS | 05/12/2026 | 19.12 K | $344.75 K | -7.30% | 0.11% |
| XTX TOPCO LTD | 05/15/2026 | 17.62 K | $317.65 K | 100.00% | 0.10% |
| INVESCO LTD. | 05/12/2026 | 17.27 K | $311.43 K | -9.63% | 0.10% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 17.23 K | $310.68 K | 22.06% | 0.10% |
| CWM, LLC | 05/14/2026 | 15.97 K | $287.90 K | 12.83% | 0.09% |
| JANE STREET GROUP, LLC | 05/12/2026 | 15.68 K | $282.75 K | -26.98% | 0.09% |
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Waterstone Financial Inc institutional Ownership - FAQ's
During the previous two years, 165 institutional investors and hedge funds held shares of Waterstone Financial Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 1.51 M
DIMENSIONAL FUND ADVISORS LP: 1.41 M
RENAISSANCE TECHNOLOGIES LLC: 1.09 M
STATE STREET CORP: 394,515
GEODE CAPITAL MANAGEMENT, LLC: 366,680
Fourthstone LLC: 291,191
52.76% of Waterstone Financial Inc stock is owned by institutional investors.
Institutional investors have bought a total of 14.40 M shares in the last 24 months. This purchase volume represents approximately $251.22 M in transactions.