Bankwell Financial BWFG Institutional Ownership

NASDAQ BWFG

$64.24 -0.57 (-0.87%)

As of: Oct 1, 2026 · 11:28 AM EDT

Institutions by Trading Activity

125 Institutions

Increased 70 56.0%

Unchanged 23 18.4%

Reduced 32 25.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

51.62%

▲+2.86 pp QoQ

Shares Held by Institutions

4.06Mn

of 7.86Mn outstanding

▲+12.40% QoQ

Shares Outstanding

7.86Mn

3.80Mn held outside 13F filers

Institutional Investors

125

filed 13F for Jun 2026

▲+7 vs prior quarter

Net Shares Added (QoQ)

+447.37K

accumulated since last quarter

Value of Holdings

$262.77Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Bankwell Financial Group, Inc. (NASDAQ:BWFG) has 125 institutional investors with active 13F positions as of June 2026.

These investors collectively held 51.6% of Bankwell Financial's outstanding shares in June 2026, up from 48.8% in March 2026.
They increased total shares held in Bankwell Financial by 12.4% from last quarter, and the number of investors in BWFG increased 52.44% annually.
During the quarter, 70 of these 125 funds increased positions in BWFG, 32 reduced exposure, and 23 held steady.
Altogether, these fund groups held 4.06Mn shares in BWFG by June 2026, up by 447.37K shares quarter on quarter, and up 938.97K shares year over year.
BlackRock, Inc. leads ownership in BWFG with 493.18K shares as of June 30, 2026, equal to 6.28% of outstanding shares.
The most significant purchases of BWFG for the quarter ending June 2026 came from Wealthspire Advisors, LLC (87.54K), ACADIAN ASSET MANAGEMENT LLC (68.08K), AQR CAPITAL MANAGEMENT LLC (57.99K), AMERICAN CENTURY COMPANIES INC (52.21K), TWO SIGMA INVESTMENTS, LP (33.35K).
The largest sellers of Bankwell Financial for the quarter ending June 2026 were Sei Investments Co (18.22K), Goldman Sachs Group Inc (17.3K), HSBC HOLDINGS PLC (15.3K), RENAISSANCE TECHNOLOGIES LLC (13.8K), Tidal Investments LLC (7.97K).
Per Business Quant data, the top 10 holders of Bankwell Financial for the quarter ending June 2026 are BlackRock, Inc. (493.18K), DIMENSIONAL FUND ADVISORS LP (329.75K), VANGUARD CAPITAL MANAGEMENT LLC (277.4K), ACADIAN ASSET MANAGEMENT LLC (232.76K), GEODE CAPITAL MANAGEMENT, LLC (167.48K), Pacific Ridge Capital Partners, LLC (166.71K), AMERICAN CENTURY COMPANIES INC (158.2K), State Street Corp (146.18K), TWO SIGMA INVESTMENTS, LP (118.42K), Siena Capital Partners GP, LLC (116.14K).

Form 13F Holdings

125 Institutional Holders

Report period 30 Jun, 2026

Total shares held 4.06Mn

Of outstanding 51.62%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	493,180	6.28%	▲12,875	+2.68%	$28.97Mn
2	DIMENSIONAL FUND ADVISORS LP	0000354204	329,747	4.20%	▲10,506	+3.29%	$19.37Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	277,398	3.53%	▼5,514	-1.95%	$16.30Mn
4	ACADIAN ASSET MANAGEMENT LLC	0000916542	232,761	2.96%	▲68,083	+41.34%	$13.67K
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	167,476	2.13%	▲11,260	+7.21%	$9.84Mn
6	Pacific Ridge Capital Partners, LLC	0001591546	166,709	2.12%	▼1,291	-0.77%	$9.79Mn
7	AMERICAN CENTURY COMPANIES INC	0000748054	158,198	2.01%	▲52,207	+49.26%	$9.29Mn
8	State Street Corp	0000093751	146,182	1.86%	▲15,356	+11.74%	$8.59Mn
9	TWO SIGMA INVESTMENTS, LP	0001179392	118,419	1.51%	▲33,349	+39.20%	$6.96Mn
10	Siena Capital Partners GP, LLC	0001694886	116,138	1.48%	0	0.00%	$6.82Mn
11	Hillsdale Investment Management Inc.	0001368465	111,000	1.41%	▲5,100	+4.82%	$6.52Mn
12	AQR CAPITAL MANAGEMENT LLC	0001167557	108,958	1.39%	▲57,992	+113.79%	$6.40Mn
13	Northern Trust Corp	0000073124	94,520	1.20%	▲28,203	+42.53%	$5.55Mn
14	RENAISSANCE TECHNOLOGIES LLC	0001037389	93,748	1.19%	▼13,800	-12.83%	$5.51Mn
15	BANC FUNDS CO LLC	0001029311	90,423	1.15%	▼6,000	-6.22%	$5.31Mn
16	Wealthspire Advisors, LLC	0001646247	87,538	1.11%	▲87,538	0.00%	$5.14Mn
17	Nuveen, LLC	0001871926	80,322	1.02%	▲12,930	+19.19%	$4.72Mn
18	Qube Research & Technologies Ltd	0001729829	74,260	0.95%	▲21,599	+41.02%	$4.36Mn
19	Goldman Sachs Group Inc	0000886982	73,456	0.94%	▼17,304	-19.07%	$4.32Mn
20	LSV ASSET MANAGEMENT	0001050470	69,593	0.89%	▼107	-0.15%	$4.09K

Showing 1 to 20 of 125 holders