Waterstone Financial, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 1.58 M | $24.60 M | -8.18% | 8.77% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 1.43 M | $22.27 M | -0.51% | 7.93% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 1.15 M | $17.97 M | 1.47% | 6.40% |
| VANGUARD GROUP INC | 11/07/2025 | 909.12 K | $14.18 M | -3.67% | 5.05% |
| STATE STREET CORP | 11/14/2025 | 423.29 K | $6.60 M | -3.00% | 2.35% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 383.75 K | $5.99 M | -5.66% | 2.13% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 245.76 K | $3.83 M | -44.00% | 1.37% |
| CSM ADVISORS, LLC | 11/14/2025 | 191.01 K | $2.98 M | -3.16% | 1.06% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 190.77 K | $2.98 M | 0.00% | 1.06% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 171.25 K | $2.67 M | 39.17% | 0.95% |
| MORGAN STANLEY | 11/14/2025 | 168.01 K | $2.62 M | -9.25% | 0.93% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 166.98 K | $2.60 M | 4.45% | 0.93% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 165.88 K | $2.59 M | 103.83% | 0.92% |
| NORTHERN TRUST CORP | 11/14/2025 | 142.42 K | $2.22 M | -7.45% | 0.79% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 132.38 K | $2.07 M | -8.06% | 0.74% |
| FOURTHSTONE LLC | 11/14/2025 | 128.56 K | $2.01 M | 103.44% | 0.71% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2025 | 111.91 K | $1.75 M | 132.07% | 0.62% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 98.72 K | $1.54 M | 7.55% | 0.55% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 80.35 K | $1.25 M | 1.24% | 0.45% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 80.26 K | $1.25 M | 25.10% | 0.45% |
| FMR LLC | 11/13/2025 | 67.95 K | $1.06 M | 10.50% | 0.38% |
| CITADEL ADVISORS LLC | 11/14/2025 | 64.88 K | $1.01 M | -34.68% | 0.36% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 61.38 K | $957.56 K | 13.08% | 0.34% |
| 11/12/2025 | 59.00 K | $920.40 K | 100.00% | 0.33% | |
| JOHN G ULLMAN & ASSOCIATES INC | 11/05/2025 | 56.50 K | $881.37 K | 10.56% | 0.31% |
| JPMORGAN CHASE & CO | 11/26/2025 | 51.90 K | $809.66 K | -29.55% | 0.29% |
| HSBC HOLDINGS PLC | 11/13/2025 | 51.79 K | $798.05 K | -5.89% | 0.29% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 50.96 K | $794.90 K | -7.33% | 0.28% |
| NUVEEN, LLC | 11/12/2025 | 43.30 K | $675.40 K | 0.00% | 0.24% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 41.58 K | $648.57 K | 19.22% | 0.23% |
| STRS OHIO | 10/30/2025 | 37.00 K | $577.20 K | 0.00% | 0.21% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 33.73 K | $526.19 K | -8.87% | 0.19% |
| JANE STREET GROUP, LLC | 11/14/2025 | 31.09 K | $484.94 K | 42.84% | 0.17% |
| BARCLAYS PLC | 11/12/2025 | 30.17 K | $470.71 K | -21.69% | 0.17% |
| MARSHALL WACE, LLP | 11/13/2025 | 28.43 K | $443.52 K | 100.00% | 0.16% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 27.65 K | $431.40 K | 48.57% | 0.15% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11/13/2025 | 26.90 K | $419.70 K | 55.56% | 0.15% |
| STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2025 | 26.00 K | $405.60 K | -8.45% | 0.14% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 25.33 K | $395.13 K | 728.83% | 0.14% |
| IEQ CAPITAL, LLC | 11/14/2025 | 24.35 K | $379.83 K | 100.00% | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 23.69 K | $370.00 K | -0.13% | 0.13% |
| INVESCO LTD. | 11/13/2025 | 23.48 K | $366.21 K | -20.90% | 0.13% |
| RHUMBLINE ADVISERS | 11/06/2025 | 23.38 K | $364.74 K | -12.92% | 0.13% |
| GSA CAPITAL PARTNERS LLP | 11/07/2025 | 23.19 K | $362.00 K | -44.37% | 0.13% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 20.88 K | $325.73 K | 0.00% | 0.12% |
| RITHOLTZ WEALTH MANAGEMENT | 10/28/2025 | 17.42 K | $271.80 K | 61.43% | 0.10% |
| HRT FINANCIAL LP | 11/14/2025 | 17.36 K | $270.00 K | 100.00% | 0.10% |
| RMB CAPITAL MANAGEMENT, LLC | 11/13/2025 | 16.49 K | $257.23 K | 0.00% | 0.09% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 15.70 K | $244.84 K | 47.97% | 0.09% |
| MARINER, LLC | 11/14/2025 | 14.65 K | $228.60 K | 32.71% | 0.08% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Waterstone Financial, Inc. institutional Ownership - FAQ's
During the previous two years, 144 institutional investors and hedge funds held shares of Waterstone Financial, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 1.58 M
DIMENSIONAL FUND ADVISORS LP: 1.43 M
RENAISSANCE TECHNOLOGIES LLC: 1.15 M
VANGUARD GROUP INC: 909,118
STATE STREET CORP: 423,293
GEODE CAPITAL MANAGEMENT, LLC: 383,746
50.92% of Waterstone Financial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 13.99 M shares in the last 24 months. This purchase volume represents approximately $225.76 M in transactions.