HWBK Institutional Ownership & Shareholders
HAWTHORN BANCSHARES INC (HWBK) is currently held by 69 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $86.14M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ategra Capital Management, Llc is currently the largest disclosed institutional shareholder of HWBK tracked by InsiderSet, reporting ownership valued at approximately $13.46M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $13.34M, representing an estimated loss of -0.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed HWBK value among the investors covered in this analysis. Major shareholders include Ategra Capital Management, Llc, Blackrock, Inc., Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in HAWTHORN BANCSHARES INC (HWBK).
This page ranks the largest institutional HWBK shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
69
Total Reported Value
$86.14M
Largest Holder
Ategra Capital Management, Llc
Largest Position
$13.46M
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
80
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ategra Capital Management, Llc | 7.15% | 342,390 | $13,455,927 | $13,339,514 | -$116,413 | -0.87% | |
| Blackrock, Inc. | 0.00% | 335,276 | $13,176,347 | $13,062,353 | -$113,994 | -0.87% | |
| Vanguard Capital Management Llc | 0.00% | 250,722 | $9,853,375 | $9,768,129 | -$85,246 | -0.87% | |
| Fj Capital Management Llc | 0.97% | 190,710 | $7,494,903 | $7,430,062 | -$64,841 | -0.87% | |
| Dimensional Fund Advisors Lp | 0.00% | 161,622 | $6,351,436 | $6,296,793 | -$54,643 | -0.86% | |
| Geode Capital Management, Llc | 0.00% | 148,965 | $5,856,115 | $5,803,676 | -$52,439 | -0.90% | |
| State Street Corp | 0.00% | 84,776 | $3,349,171 | $3,302,873 | -$46,298 | -1.38% | |
| Bridgeway Capital Management, Llc | 0.04% | 64,813 | $2,547,151 | $2,525,114 | -$22,037 | -0.87% | |
| Northern Trust Corp | 0.00% | 48,071 | $1,889,191 | $1,872,846 | -$16,345 | -0.87% | |
| Pinnacle Holdings, Llc | 0.56% | 46,073 | $1,810,666 | $1,795,004 | -$15,662 | -0.86% | |
| Moneta Group Investment Advisors Llc | 0.01% | 44,745 | $1,758,488 | $1,743,265 | -$15,223 | -0.87% | |
| Vanguard Portfolio Management Llc | 0.00% | 39,180 | $1,539,774 | $1,526,453 | -$13,321 | -0.87% | |
| Rbf Capital, Llc | 0.06% | 39,167 | $1,539,263 | $1,525,946 | -$13,317 | -0.87% | |
| Vanguard Fiduciary Trust Co | 0.00% | 37,750 | $1,483,575 | $1,470,740 | -$12,835 | -0.87% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 35,319 | $1,388,037 | $1,376,028 | -$12,009 | -0.87% |
| Empowered Funds, Llc | 0.01% | 32,677 | $1,284,206 | $1,273,096 | -$11,110 | -0.87% | |
| Mercer Global Advisors Inc | 0.00% | 32,589 | $1,280,751 | $1,269,667 | -$11,084 | -0.87% | |
| Goldman Sachs Group Inc | 0.00% | 23,833 | $936,637 | $928,534 | -$8,103 | -0.87% | |
| American Century Companies Inc | 0.00% | 20,603 | $809,698 | $802,693 | -$7,005 | -0.87% | |
| Mariner, Llc | 0.00% | 18,678 | $734,044 | $727,695 | -$6,349 | -0.86% | |
| Charles Schwab Investment Management Inc | 0.00% | 16,101 | $632,769 | $627,295 | -$5,474 | -0.87% | |
| Alexander Labrunerie & Co., Inc. | 0.21% | 15,471 | $608,010 | $602,750 | -$5,260 | -0.87% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 15,325 | $602,273 | $597,062 | -$5,211 | -0.87% | |
| Price T Rowe Associates Inc | 0.00% | 14,707 | $578,000 | $572,985 | -$5,015 | -0.87% | |
| Bank Of New York Mellon Corp | 0.00% | 14,294 | $561,745 | $556,894 | -$4,851 | -0.86% | |
| Eagle Bluffs Wealth Management Llc | 0.18% | 13,747 | $525,548 | $535,583 | +$10,035 | +1.91% | |
| Nuveen, Llc | 0.00% | 11,498 | $451,872 | $447,962 | -$3,910 | -0.87% | |
| Citadel Advisors Llc | 0.00% | 9,485 | $372,761 | $369,536 | -$3,225 | -0.87% | |
| Focus Partners Wealth | 0.00% | 9,278 | $364,625 | $361,471 | -$3,154 | -0.87% | |
| Rhumbline Advisers | 0.00% | 7,094 | $278,789 | $276,382 | -$2,407 | -0.86% | |
| Hsbc Holdings Plc | 0.00% | 6,569 | $246,535 | $255,928 | +$9,393 | +3.81% | |
| Aqr Capital Management Llc | 0.00% | 6,229 | $244,802 | $242,682 | -$2,120 | -0.87% | |
| Central Trust Co | 0.00% | 5,168 | $203,103 | $201,345 | -$1,758 | -0.87% | |
| Deutsche Bank Ag\ | 0.00% | 4,873 | $191,509 | $189,852 | -$1,657 | -0.87% | |
| Wells Fargo & Company/Mn | 0.00% | 4,867 | $191,260 | $189,618 | -$1,642 | -0.86% | |
| Morgan Stanley | 0.00% | 4,360 | $171,359 | $169,866 | -$1,493 | -0.87% | |
| Strongbox Wealth, Llc | 0.04% | 4,382 | $166,604 | $170,723 | +$4,119 | +2.47% | |
| Metlife Investment Management, Llc | 0.00% | 3,620 | $142,266 | $141,035 | -$1,231 | -0.87% | |
| Russell Investments Group, Ltd. | 0.00% | 3,443 | $135,309 | $134,139 | -$1,170 | -0.86% | |
| Barclays Plc | 0.00% | 3,154 | $123,953 | $122,880 | -$1,073 | -0.87% | |
| Citigroup Inc | 0.00% | 2,696 | $105,953 | $105,036 | -$917 | -0.87% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.00% | 2,676 | $105,167 | $104,257 | -$910 | -0.87% | |
| Vanguard Global Advisers, Llc | 0.00% | 2,565 | $100,805 | $99,932 | -$873 | -0.87% | |
| New York State Common Retirement Fund | 0.00% | 2,420 | $95,106 | $94,283 | -$823 | -0.87% | |
| Jpmorgan Chase & Co | 0.00% | 2,409 | $93,156 | $93,855 | +$699 | +0.75% | |
| Bnp Paribas Financial Markets | 0.00% | 1,500 | $58,950 | $58,440 | -$510 | -0.87% | |
| Police & Firemen'S Retirement System Of New Jersey | 0.00% | 1,269 | $49,872 | $49,440 | -$432 | -0.87% | |
| Ubs Group Ag | 0.00% | 1,206 | $47,396 | $46,986 | -$410 | -0.87% | |
| Umb Bank, N.A. | 0.00% | 1,000 | $39,300 | $38,960 | -$340 | -0.87% | |
| Tower Research Capital Llc (Trc) | 0.00% | 755 | $29,671 | $29,415 | -$256 | -0.86% |
Frequently asked questions about HWBK
Who are the largest institutional holders of HWBK?
The largest institutional holders of HWBK reported in the latest SEC Form 13F filings include Ategra Capital Management, Llc, Blackrock, Inc., Vanguard Capital Management Llc, Fj Capital Management Llc, and Dimensional Fund Advisors Lp. InsiderSet ranks institutional holders by their latest reported HWBK position.
What is HWBK institutional ownership?
This page tracks HWBK positions reported by institutional investment managers through SEC Form 13F. HAWTHORN BANCSHARES INC (HWBK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HWBK?
InsiderSet currently tracks 69 institutional managers reporting HWBK holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HWBK shareholders.
How much HWBK stock do institutions own?
Institutional investment managers disclosed approximately $86.14M in HWBK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HWBK institutional ownership last updated?
The latest HWBK institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HWBK holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HWBK position after the reporting date.
Are institutions buying or selling HWBK?
Institutional buying and selling can be analyzed by comparing HWBK positions across consecutive 13F reporting periods. InsiderSet's HWBK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HWBK ownership changes.
How has HWBK institutional ownership changed over time?
InsiderSet tracks HWBK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.