Finwise Bancorp (FINW) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

13,615,354Shares Outstanding

4,110,225Shares held by institutions

$65,475,884Value of institutional holdings

30.19%Institutional ownership %

0.59%Shares Changed QoQ

57No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Finwise Bancorp (NASDAQ:FINW) is held by 57 institutional investors per 13F filings through December 2025.

These investors collectively held 29.9% of Finwise Bancorp's outstanding shares in December 2025, down from 30.0% in September 2025.
They decreased total shares held in Finwise Bancorp by -0.01% from last quarter, and the number of investors in FINW increased 50.0% annually.
During the quarter, 30 of these 57 funds increased positions in FINW, 15 reduced exposure, and 12 held steady.
The aggregate institutional position in Finwise Bancorp amounted to 4.07Mn shares as of December 2025, down by 400 shares quarter on quarter, and up 618.1K shares year over year.
ALLIANCEBERNSTEIN L.P. leads ownership in FINW with 767.41K shares as of December 31, 2025, equal to 5.64% of outstanding shares.
Leading buyers of Finwise Bancorp shares for the quarter ending December 2025 were BlackRock, Inc. (110.1K), Goldman Sachs Group Inc (61.79K), Empowered Funds, LLC (28.54K), STEPHENS INC /AR/ (16.13K), VANGUARD GROUP INC (15.13K).
Top sellers of FINW stock for the quarter ending December 2025 included WASATCH ADVISORS LP (152.43K), Siena Capital Partners GP, LLC (45.54K), EMERALD MUTUAL FUND ADVISERS TRUST (31.06K), Barclays Plc (14.1K), Northern Trust Corp (5.54K).
Business Quant data shows the 10 biggest positions in Finwise Bancorp as of December 2025 are held by ALLIANCEBERNSTEIN L.P. (767.41K), WASATCH ADVISORS LP (602.12K), BlackRock, Inc. (517.81K), VANGUARD GROUP INC (502.46K), Us Bancorp \De\ (439.05K), GEODE CAPITAL MANAGEMENT, LLC (206.56K), DIMENSIONAL FUND ADVISORS LP (110.64K), Militia Capital Partners, LP (100.0K), Siena Capital Partners GP, LLC (91.59K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (88.89K).

57 Institutional Holders

4,110,225 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
Militia Capital Partners, LP	31 Dec, 2025	100,000	0	0.00%	$1,794,000.00
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
Goldman Sachs Group Inc	31 Dec, 2025	81,130	61,789	319.47%	$1,455,472.00
Northern Trust Corp	31 Dec, 2025	65,590	-5,537	-7.78%	$1,176,684.00
Empowered Funds, LLC	31 Dec, 2025	57,074	28,537	100.00%	$1,023,908.00
EMERALD MUTUAL FUND ADVISERS TRUST	31 Dec, 2025	54,364	-31,060	-36.36%	$975,290.00
SMITH, MOORE & CO.	31 Dec, 2025	38,000	0	0.00%	$681,720.00
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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