Finwise Bancorp FINW Institutional Ownership

NASDAQ FINW

$11.19 +0.05 (+0.45%)

At close: Oct 1, 2026 · 4:00 PM EDT

Institutions by Trading Activity

71 Institutions

Increased 42 59.2%

Unchanged 12 16.9%

Reduced 17 23.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

31.23%

▲+1.67 pp QoQ

Shares Held by Institutions

4.09Mn

of 13.11Mn outstanding

▲+6.42% QoQ

Shares Outstanding

13.11Mn

9.02Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+14 vs prior quarter

Net Shares Added (QoQ)

+247.01K

accumulated since last quarter

Value of Holdings

$45.61Mn

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

Finwise Bancorp (NASDAQ:FINW) is held by 71 institutional investors per 13F filings through June 2026.

Their combined ownership stood at 31.2% of outstanding shares in June 2026, up from 29.6% in March 2026.
They increased total shares held in FINW by 6.42% quarter over quarter, and investors in Finwise Bancorp increased 54.35% from a year ago.
Activity in FINW broke down as 42 buyers, 17 sellers, and 12 unchanged among 71 total holders.
Combined, these investors held 4.09Mn shares in FINW for June 2026, up by 247.01K shares quarter on quarter, and up 107.39K shares year over year.
ALLIANCEBERNSTEIN L.P. leads ownership in FINW with 814.51K shares as of June 30, 2026, equal to 6.21% of outstanding shares.
Top purchasers of FINW stock for the quarter ending June 2026 included BlackRock, Inc. (64.36K), PMC FIG Opportunities LLC (50.0K), Morgan Stanley (36.59K), GEODE CAPITAL MANAGEMENT, LLC (28.53K), Sixth Street Partners Management Company, L.P. (27.94K).
The largest sellers of Finwise Bancorp for the quarter ending June 2026 were WASATCH ADVISORS LP (99.92K), Goldman Sachs Group Inc (11.64K), GLOBEFLEX CAPITAL L P (10.04K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (8.15K), LPL Financial LLC (4.55K).
Finwise Bancorp's 10 largest shareholders as of June 2026 include ALLIANCEBERNSTEIN L.P. (814.51K), BlackRock, Inc. (520.59K), WASATCH ADVISORS LP (502.2K), Us Bancorp De (469.05K), VANGUARD CAPITAL MANAGEMENT LLC (391.58K), GEODE CAPITAL MANAGEMENT, LLC (228.5K), DIMENSIONAL FUND ADVISORS LP (118.8K), State Street Corp (86.86K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (75.74K), Northern Trust Corp (75.48K) per Business Quant data.

Form 13F Holdings

71 Institutional Holders

Report period 30 Jun, 2026

Total shares held 4.09Mn

Of outstanding 31.23%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	ALLIANCEBERNSTEIN L.P.	0001109448	814,507	6.21%	▲14,631	+1.83%	$12.92Mn
2	BlackRock, Inc.	0002012383	520,593	3.97%	▲64,355	+14.11%	$7.55Mn
3	WASATCH ADVISORS LP	0000814133	502,201	3.83%	▼99,915	-16.59%	$7.28Mn
4	Us Bancorp \De\	0000036104	469,048	3.58%	0	0.00%	$6.80Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	391,576	2.99%	▲723	+0.18%	$5.68Mn
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	228,504	1.74%	▲28,534	+14.27%	$3.31Mn
7	DIMENSIONAL FUND ADVISORS LP	0000354204	118,796	0.91%	▲5,312	+4.68%	$1.72Mn
8	State Street Corp	0000093751	86,864	0.66%	▼944	-1.08%	$1.26Mn
9	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	75,737	0.58%	▼8,152	-9.72%	$1.10Mn
10	Northern Trust Corp	0000073124	75,480	0.58%	▲7,602	+11.20%	$1.09Mn
11	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	65,259	0.50%	▲10,696	+19.60%	$946.26K
12	VANGUARD FIDUCIARY TRUST CO	0000933478	63,942	0.49%	▲4,842	+8.19%	$927.16K
13	EMERALD MUTUAL FUND ADVISERS TRUST	0001352895	54,364	0.41%	0	0.00%	$788.28K
14	PMC FIG Opportunities LLC	0001899896	50,000	0.38%	▲50,000	0.00%	$725.00K
15	Morgan Stanley	0000895421	40,710	0.31%	▲36,593	+888.83%	$590.30K
16	SMITH, MOORE & CO.	0000200724	38,000	0.29%	0	0.00%	$551.00K
17	Militia Capital Management LLC	0002130487	35,576	0.27%	▲4,157	+13.23%	$515.85K
18	Tempus Wealth Planning, LLC	0001806428	28,022	0.21%	0	0.00%	$406.32K
19	Sixth Street Partners Management Company, L.P.	0001812095	27,944	0.21%	▲27,944	0.00%	$405.19K
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	27,944	0.21%	▲3,295	+13.37%	$405.19K

Showing 1 to 20 of 71 holders