Finwise Bancorp (FINW) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

13,816,000Shares Outstanding

644,688Shares held by institutions

$11,062,846Value of institutional holdings

23.84%Institutional ownership %

17.31%Shares Changed QoQ

32No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 55 institutions have reported a stake in Finwise Bancorp (NASDAQ:FINW) as of December 2025, according to recent 13F filings with the SEC.

The collective stake of institutional investors in Finwise Bancorp moved to 27.9% in December 2025, a shift down from the 28.3% reported for September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by -0.82%, with a year-over-year an increase of 44.74% in the count of filers.
The latest 13F cycle for Finwise Bancorp reveals that of 55 total investors, 28 funds grew their exposure, whereas 15 reduced theirs and 12 made no changes.
The total number of shares held by institutions in Finwise Bancorp decreased to 3.98Mn as of December 2025, a net change of down by 32.98K shares quarter on quarter, and up 530.43K shares year over year.
With 767.41K shares, ALLIANCEBERNSTEIN L.P. commands the largest institutional position in Finwise Bancorp as of December 31, 2025, equating to 5.38% of the company.
Among the most significant buyers of Finwise Bancorp during December 2025 were BlackRock, Inc. (110.10K), GOLDMAN SACHS GROUP INC (21.22K), STEPHENS INC /AR/ (16.13K), VANGUARD GROUP INC (15.13K), MILLENNIUM MANAGEMENT LLC (12.50K).
Leading sellers of Finwise Bancorp stock in December 2025 included WASATCH ADVISORS LP (152.43K), Siena Capital Partners GP, LLC (45.53K), EMERALD MUTUAL FUND ADVISERS TRUST (31.06K), NORTHERN TRUST CORP (5.54K), ALLIANCEBERNSTEIN L.P. (4.29K).
The top 10 institutional holders of Finwise Bancorp for the quarter ending December 2025 included ALLIANCEBERNSTEIN L.P. (767.41K), WASATCH ADVISORS LP (602.12K), BlackRock, Inc. (517.81K), VANGUARD GROUP INC (502.45K), US BANCORP \DE\ (439.05K), GEODE CAPITAL MANAGEMENT, LLC (206.56K), DIMENSIONAL FUND ADVISORS LP (110.64K), Siena Capital Partners GP, LLC (91.59K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (88.89K), STATE STREET CORP (86.15K).

55 Institutional Holders

644,688 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	767,406	-4,295	-0.56%	$13,767,264.00
WASATCH ADVISORS LP	31 Dec, 2025	602,116	-152,427	-20.20%	$10,801,961.00
BlackRock, Inc.	31 Dec, 2025	517,808	110,103	27.01%	$9,289,475.00
VANGUARD GROUP INC	31 Dec, 2025	502,455	15,132	3.11%	$9,014,043.00
US BANCORP \DE\	31 Dec, 2025	439,048	10,000	2.33%	$7,876,521.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	206,561	2,416	1.18%	$3,706,592.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	110,643	-412	-0.37%	$1,984,713.00
Siena Capital Partners GP, LLC	31 Dec, 2025	91,588	-45,535	-33.21%	$1,643,089.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	88,889	700	0.79%	$1,594,669.00
STATE STREET CORP	31 Dec, 2025	86,148	8,429	10.85%	$1,545,495.00
NORTHERN TRUST CORP	31 Dec, 2025	65,590	-5,537	-7.78%	$1,176,684.00
EMERALD MUTUAL FUND ADVISERS TRUST	31 Dec, 2025	54,364	-31,060	-36.36%	$975,290.00
Militia Capital Partners, LP	31 Dec, 2025	50,000	0	0.00%	$897,000.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	40,565	21,224	109.74%	$727,736.00
SMITH, MOORE & CO.	31 Dec, 2025	38,000	0	0.00%	$681,720.00
Empowered Funds, LLC	31 Dec, 2025	28,537	0	0.00%	$511,954.00
Tempus Wealth Planning, LLC	31 Dec, 2025	28,022	0	0.00%	$502,715.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	27,418	0	0.00%	$491,879.00
Global Retirement Partners, LLC	31 Dec, 2025	27,000	0	0.00%	$484,380.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	24,000	-1,917	-7.40%	$430,560.00

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