Waterstone Financial, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
BLACKROCK, INC. | 05/02/2025 | 1.79 M | $24.05 M | 14.88% | 9.79% |
DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 1.48 M | $19.93 M | -2.09% | 8.11% |
RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 1.16 M | $15.55 M | -3.09% | 6.33% |
VANGUARD GROUP INC | 05/09/2025 | 936.57 K | $12.60 M | -0.66% | 5.13% |
RHINO INVESTMENT PARTNERS, INC | 05/14/2025 | 555.51 K | $7.47 M | -25.26% | 3.04% |
STATE STREET CORP | 05/15/2025 | 450.40 K | $6.06 M | -1.37% | 2.47% |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2025 | 430.64 K | $5.79 M | -0.20% | 2.36% |
GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 402.64 K | $5.42 M | 1.58% | 2.20% |
FOUNDRY PARTNERS, LLC | 05/05/2025 | 203.55 K | $2.74 M | -0.61% | 1.11% |
MORGAN STANLEY | 05/15/2025 | 182.28 K | $2.45 M | -6.20% | 1.00% |
NORTHERN TRUST CORP | 05/13/2025 | 159.69 K | $2.15 M | -2.36% | 0.87% |
AMERICAN CENTURY COMPANIES INC | 05/13/2025 | 154.35 K | $2.08 M | 0.79% | 0.84% |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2025 | 146.15 K | $1.97 M | 32.01% | 0.80% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 143.49 K | $1.93 M | -0.86% | 0.79% |
GOLDMAN SACHS GROUP INC | 06/27/2025 | 105.75 K | $1.42 M | -10.24% | 0.58% |
JOHN G ULLMAN & ASSOCIATES INC | 05/06/2025 | 92.71 K | $1.25 M | -14.43% | 0.51% |
EMPOWERED FUNDS, LLC | 05/16/2025 | 83.59 K | $1.12 M | 7.48% | 0.46% |
JPMORGAN CHASE & CO | 05/12/2025 | 80.57 K | $1.08 M | -5.90% | 0.44% |
CITADEL ADVISORS LLC | 05/15/2025 | 80.20 K | $1.08 M | 91.37% | 0.44% |
BANK OF NEW YORK MELLON CORP | 04/29/2025 | 77.94 K | $1.05 M | 1.56% | 0.43% |
05/12/2025 | 62.48 K | $840.41 K | 100.00% | 0.34% | |
FMR LLC | 05/12/2025 | 59.47 K | $799.86 K | -4.50% | 0.33% |
TETON ADVISORS, INC. | 05/14/2025 | 59.00 K | $793.55 K | -1.67% | 0.32% |
D. E. SHAW & CO., INC. | 05/15/2025 | 46.20 K | $621.35 K | 24.12% | 0.25% |
AQR CAPITAL MANAGEMENT LLC | 05/15/2025 | 45.60 K | $613.25 K | 16.66% | 0.25% |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/12/2025 | 45.41 K | $610.77 K | 49.78% | 0.25% |
INVESCO LTD. | 05/12/2025 | 35.48 K | $477.17 K | -28.80% | 0.19% |
STRS OHIO | 05/28/2025 | 35.40 K | $476.13 K | -7.33% | 0.19% |
UBS GROUP AG | 05/13/2025 | 33.04 K | $444.39 K | 203.93% | 0.18% |
GSA CAPITAL PARTNERS LLP | 05/08/2025 | 29.34 K | $395.00 K | 34.52% | 0.16% |
QUANTINNO CAPITAL MANAGEMENT LP | 05/12/2025 | 29.20 K | $392.74 K | 93.58% | 0.16% |
MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 28.84 K | $387.86 K | 31.78% | 0.16% |
TWO SIGMA ADVISERS, LP | 05/15/2025 | 28.78 K | $387.12 K | -12.73% | 0.16% |
JANE STREET GROUP, LLC | 05/19/2025 | 25.84 K | $347.59 K | 29.77% | 0.14% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 25.59 K | $344.12 K | -18.91% | 0.14% |
RHUMBLINE ADVISERS | 05/29/2025 | 25.17 K | $338.57 K | -5.55% | 0.14% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 24.33 K | $327.24 K | 66.20% | 0.13% |
COMMONWEALTH EQUITY SERVICES, LLC | 05/09/2025 | 24.14 K | $325.00 K | -0.29% | 0.13% |
FOURTHSTONE LLC | 05/14/2025 | 22.84 K | $307.16 K | -39.12% | 0.13% |
STATE OF WISCONSIN INVESTMENT BOARD | 05/15/2025 | 21.70 K | $291.87 K | -10.33% | 0.12% |
ALLIANCEBERNSTEIN L.P. | 05/15/2025 | 20.58 K | $276.80 K | 0.00% | 0.11% |
TWO SIGMA INVESTMENTS, LP | 05/15/2025 | 20.54 K | $276.26 K | -16.08% | 0.11% |
HILLSDALE INVESTMENT MANAGEMENT INC. | 05/09/2025 | 20.30 K | $273.04 K | 100.00% | 0.11% |
BARCLAYS PLC | 05/15/2025 | 19.15 K | $258.00 K | -20.81% | 0.10% |
ROYAL BANK OF CANADA | 05/15/2025 | 16.74 K | $225.00 K | -5.92% | 0.09% |
RMB CAPITAL MANAGEMENT, LLC | 05/15/2025 | 16.49 K | $221.78 K | 0.00% | 0.09% |
TREXQUANT INVESTMENT LP | 05/14/2025 | 16.24 K | $218.37 K | 100.00% | 0.09% |
HSBC HOLDINGS PLC | 05/14/2025 | 15.05 K | $204.23 K | 100.00% | 0.08% |
05/06/2025 | 14.75 K | $198.39 K | 100.00% | 0.08% | |
LOS ANGELES CAPITAL MANAGEMENT LLC | 05/05/2025 | 14.71 K | $197.78 K | -12.86% | 0.08% |
Waterstone Financial, Inc. institutional Ownership - FAQ's
During the previous two years, 128 institutional investors and hedge funds held shares of Waterstone Financial, Inc.. The most heavily invested institutionals were:
Quent Capital, LLC: 0
BlackRock, Inc.: 1.79 M
DIMENSIONAL FUND ADVISORS LP: 1.48 M
RENAISSANCE TECHNOLOGIES LLC: 1.16 M
VANGUARD GROUP INC: 936,566
rhino investment partners, Inc: 555,513
53.26% of Waterstone Financial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 14.22 M shares in the last 24 months. This purchase volume represents approximately $200.45 M in transactions.