Waterstone Financial Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 1.53 M | $25.37 B | -2.80% | 8.59% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.42 M | $23.42 M | -0.85% | 8.10% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 1.12 M | $18.49 M | -2.99% | 6.26% |
| VANGUARD GROUP INC | 01/29/2026 | 885.97 K | $14.66 M | -2.55% | 4.97% |
| STATE STREET CORP | 02/13/2026 | 411.80 K | $6.82 M | -2.71% | 2.31% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 370.66 K | $6.14 M | -3.41% | 2.08% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 201.70 K | $3.34 M | 21.60% | 1.15% |
| FOURTHSTONE LLC | 02/13/2026 | 199.70 K | $3.31 M | 55.34% | 1.14% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 199.62 K | $3.30 M | -18.78% | 1.12% |
| CSM ADVISORS, LLC | 02/11/2026 | 191.30 K | $3.17 M | 0.15% | 1.07% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 180.06 K | $2.98 M | 5.14% | 1.01% |
| MORGAN STANLEY | 02/13/2026 | 178.62 K | $2.96 M | 6.32% | 1.00% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 132.27 K | $2.19 M | -0.09% | 0.76% |
| DONALD SMITH & CO., INC. | 02/11/2026 | 127.77 K | $2.11 M | 100.00% | 0.72% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 85.51 K | $1.42 M | 6.42% | 0.49% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 75.71 K | $1.25 M | -5.67% | 0.42% |
| JOHN G ULLMAN & ASSOCIATES INC | 02/05/2026 | 63.25 K | $1.05 M | 11.95% | 0.35% |
| 02/05/2026 | 59.00 K | $976.45 K | 0.00% | 0.33% | |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 49.84 K | $824.84 K | 19.88% | 0.29% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 47.38 K | $784.17 K | -22.81% | 0.27% |
| NUVEEN, LLC | 02/12/2026 | 43.30 K | $716.53 M | 0.00% | 0.24% |
| JPMORGAN CHASE & CO | 02/11/2026 | 41.59 K | $688.31 K | -19.87% | 0.23% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 34.59 K | $572.43 K | 2.54% | 0.19% |
| STRS OHIO | 02/02/2026 | 33.30 K | $551.12 K | -10.00% | 0.19% |
| BARCLAYS PLC | 02/13/2026 | 30.92 K | $511.79 K | 2.49% | 0.17% |
| IEQ CAPITAL, LLC | 02/13/2026 | 29.56 K | $489.27 K | 21.42% | 0.17% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 29.00 K | $479.92 K | 7.78% | 0.17% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 23.44 K | $387.90 K | -1.06% | 0.13% |
| RITHOLTZ WEALTH MANAGEMENT | 01/23/2026 | 21.64 K | $358.09 K | 24.19% | 0.12% |
| GSA CAPITAL PARTNERS LLP | 02/06/2026 | 21.62 K | $358.00 K | -6.79% | 0.12% |
| JANE STREET GROUP, LLC | 02/12/2026 | 21.48 K | $355.41 M | -30.92% | 0.12% |
| RHUMBLINE ADVISERS | 02/13/2026 | 20.63 K | $341.35 K | -11.78% | 0.12% |
| MARINER, LLC | 02/13/2026 | 19.48 K | $321.67 K | 32.93% | 0.11% |
| MARTINGALE ASSET MANAGEMENT L P | 02/13/2026 | 19.42 K | $321.35 K | 100.00% | 0.11% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 17.76 K | $293.99 K | 35.72% | 0.10% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 16.89 K | $279.46 K | -38.94% | 0.09% |
| RMB CAPITAL MANAGEMENT, LLC | 02/17/2026 | 15.30 K | $253.13 K | -7.24% | 0.09% |
| CWM, LLC | 01/26/2026 | 14.15 K | $234.00 K | 16.33% | 0.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 14.12 K | $233.64 K | 33.31% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 12.84 K | $212.54 M | 100.00% | 0.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 11.45 K | $191.72 K | 100.00% | 0.06% |
| CITADEL ADVISORS LLC | 02/17/2026 | 10.95 K | $181.16 M | -83.13% | 0.06% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 02/11/2026 | 10.67 K | $176.59 K | 0.00% | 0.06% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 02/05/2026 | 10.05 K | $166.25 K | 100.00% | 0.06% |
| GAMCO INVESTORS, INC. ET AL | 02/05/2026 | 10.00 K | $165.50 K | 0.00% | 0.06% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 02/12/2026 | 8.83 K | $146.05 K | -8.14% | 0.05% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 8.14 K | $134.75 K | 42.24% | 0.05% |
| SG AMERICAS SECURITIES, LLC | 01/09/2026 | 7.62 K | $126.00 K | 100.00% | 0.04% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 3.39 K | $56.08 M | -70.06% | 0.02% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 02/13/2026 | 3.31 K | $54.81 K | -41.54% | 0.02% |
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Waterstone Financial Inc institutional Ownership - FAQ's
During the previous two years, 137 institutional investors and hedge funds held shares of Waterstone Financial Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 1.53 M
DIMENSIONAL FUND ADVISORS LP: 1.42 M
RENAISSANCE TECHNOLOGIES LLC: 1.12 M
VANGUARD GROUP INC: 885,971
STATE STREET CORP: 411,802
GEODE CAPITAL MANAGEMENT, LLC: 370,663
42.59% of Waterstone Financial Inc stock is owned by institutional investors.
Institutional investors have bought a total of 13.03 M shares in the last 24 months. This purchase volume represents approximately $234.73 M in transactions.