Finwise Bancorp FINW Institutional Ownership

NASDAQ FINW

$10.50 +0.04 (+0.38%)

At close: Oct 22, 2026 · 4:00 PM EDT

Institutions by Trading Activity

70 Institutions

Increased 41 58.6%

Unchanged 12 17.1%

Reduced 17 24.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

29.71%

▲+1.63 pp QoQ

Shares Held by Institutions

4.07Mn

of 13.69Mn outstanding

▲+5.67% QoQ

Shares Outstanding

13.69Mn

9.62Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+13 vs prior quarter

Net Shares Added (QoQ)

+218.03K

accumulated since last quarter

Value of Holdings

$42.54Mn

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

Updated Oct 10, 2026

Finwise Bancorp (NASDAQ:FINW) appeared in the 13F filings of 70 institutional investors for the quarter ended June 30, 2026.

These investors held 29.71% of outstanding shares in Q2 2026, up from 28.08% the quarter before.
Total shares held in FINW rose 5.67% from Q1 2026; the number of holders rose 55.56% from Q2 2025.
Of the 70 holders of FINW in Q2 2026, 41 added to their positions, 17 reduced their stakes and 12 left their positions unchanged.
The aggregate institutional position in Finwise Bancorp was 4.07Mn shares at the end of Q2 2026, up 218.03K from the prior quarter and up 79.45K from a year earlier.
AllianceBernstein L.P. held the largest position in FINW at 814.51K shares as of June 30, 2026, or 5.95% of shares outstanding.
Among holders that already owned Finwise Bancorp, the biggest buyers in Q2 2026 were BlackRock, Inc. (+64.36K shares), Morgan Stanley (+36.59K shares), Geode Capital Management, LLC (+28.53K shares), AllianceBernstein L.P. (+14.63K shares) and Arcus Capital Partners, LLC (+12.07K shares).
Among holders that kept a stake in Finwise Bancorp, the biggest sellers in Q2 2026 were Wasatch Advisors LP (-99.92K shares), Goldman Sachs Group Inc (-11.64K shares), Globeflex Capital L.P. (-10.04K shares), Bridgeway Capital Management, LLC (-8.15K shares) and LPL Financial LLC (-4.55K shares).
Finwise Bancorp's 10 largest institutional shareholders as of Q2 2026 were AllianceBernstein L.P. (814.51K shares), BlackRock, Inc. (520.59K shares), Wasatch Advisors LP (502.2K shares), Us Bancorp De (469.05K shares), Vanguard Capital Management LLC (391.58K shares), Geode Capital Management, LLC (228.5K shares), Dimensional Fund Advisors LP (118.8K shares), State Street Corp (86.86K shares), Bridgeway Capital Management, LLC (75.74K shares) and Northern Trust Corp (75.48K shares), per Business Quant data.

Form 13F Holdings

70 Institutional Holders

Report period 30 Jun, 2026

Total shares held 4.07Mn

Of outstanding 29.71%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	ALLIANCEBERNSTEIN L.P.	0001109448	814,507	5.95%	▲14,631	+1.83%	$12.92Mn
2	BlackRock, Inc.	0002012383	520,593	3.80%	▲64,355	+14.11%	$7.55Mn
3	WASATCH ADVISORS LP	0000814133	502,201	3.67%	▼99,915	-16.59%	$7.28Mn
4	Us Bancorp De	0000036104	469,048	3.43%	0	0.00%	$6.80Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	391,576	2.86%	▲723	+0.18%	$5.68Mn
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	228,504	1.67%	▲28,534	+14.27%	$3.31Mn
7	DIMENSIONAL FUND ADVISORS LP	0000354204	118,796	0.87%	▲5,312	+4.68%	$1.72Mn
8	State Street Corp	0000093751	86,864	0.63%	▼944	-1.08%	$1.26Mn
9	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	75,737	0.55%	▼8,152	-9.72%	$1.10Mn
10	Northern Trust Corp	0000073124	75,480	0.55%	▲7,602	+11.20%	$1.09Mn
11	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	65,259	0.48%	▲10,696	+19.60%	$946.26K
12	VANGUARD FIDUCIARY TRUST CO	0000933478	63,942	0.47%	▲4,842	+8.19%	$927.16K
13	EMERALD MUTUAL FUND ADVISERS TRUST	0001352895	54,364	0.40%	0	0.00%	$788.28K
14	PMC FIG Opportunities LLC	0001899896	50,000	0.37%	▲50,000	0.00%	$725.00K
15	Morgan Stanley	0000895421	40,710	0.30%	▲36,593	+888.83%	$590.30K
16	SMITH, MOORE & CO.	0000200724	38,000	0.28%	0	0.00%	$551.00K
17	Militia Capital Management LLC	0002130487	35,576	0.26%	▲4,157	+13.23%	$515.85K
18	Tempus Wealth Planning, LLC	0001806428	28,022	0.20%	0	0.00%	$406.32K
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	27,944	0.20%	▲3,295	+13.37%	$405.19K
20	RENAISSANCE TECHNOLOGIES LLC	0001037389	25,800	0.19%	▼2,226	-7.94%	$374.10K

Showing 1 to 20 of 70 holders