Bankwell Financial Group, Inc.
BWFG- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001505732
In the last 90 days, Bankwell Financial Group, Inc. insiders filed 7 open-market purchases and 2 sales; 126 institutions reported holding it in 13F filings for Q2 2026, worth $237.8M in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Bankwell Financial Group, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 74
- +5 vs. Q3 2022
- Shares held
- 2.63M
- +64.8K (+2.5%) vs. Q3 2022
- Total value
- $77.3M
- +$2.75M (+3.7%) vs. Q3 2022
- New holders
- 9
- 32 more added
- Sold out
- 4
- 19 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BWFG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 126 | $237.8M |
| Q1 2026 | 119 | $182.8M |
| Q4 2025 | 109 | $165.6M |
| Q3 2025 | 98 | $152.8M |
| Q2 2025 | 84 | $113.7M |
| Q1 2025 | 78 | $92.2M |
| Q4 2024 | 70 | $94.2M |
| Q3 2024 | 69 | $84.8M |
| Q2 2024 | 66 | $69.6M |
| Q1 2024 | 64 | $70.5M |
| Q4 2023 | 71 | $85.7M |
| Q3 2023 | 67 | $63.4M |
| Q2 2023 | 68 | $62.6M |
| Q1 2023 | 67 | $63.3M |
| Q4 2022 | 74 | $77.3M |
| Q3 2022 | 70 | $75.2M |
| Q2 2022 | 68 | $81.3M |
| Q1 2022 | 55 | $82.1M |
| Q4 2021 | 50 | $82.9M |
| Q3 2021 | 56 | $77.7M |
| Q2 2021 | 53 | $73.5M |
| Q1 2021 | 50 | $84.6M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Bankwell Financial Group, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 342,911 | $10.1M | 0.00% | +55,410+19.3% | Added |
| Vanguard Group Inc | 310,266 | $9.13M | 0.00% | +24,841+8.7% | Added |
| Banc Funds Co LLC | 276,623 | $8.14M | 0.72% | +3,000+1.1% | Added |
| Dimensional Fund Advisors LP | 246,832 | $7.26M | 0.00% | +271+0.1% | Added |
| Renaissance Technologies LLC | 203,303 | $5.98M | 0.01% | +14,000+7.4% | Added |
| Siena Capital Partners GP, LLC | 110,338 | $3.25M | 1.12% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 105,830 | $3.11M | 0.00% | +2,273+2.2% | Added |
| Acadian Asset Management LLC | 82,406 | $2.42M | 0.01% | +15,493+23.2% | Added |
| LSV Asset Management | 80,434 | $2.37M | 0.01% | +22,920+39.9% | Added |
| Northern Trust Corp | 67,858 | $2.00M | 0.00% | +280.0% | Added |
| State Street Corp | 65,741 | $1.93M | 0.00% | +324+0.5% | Added |
| Millennium Management LLC | 59,024 | $1.74M | 0.00% | −10,669−15.3% | Reduced |
| Bridgeway Capital Management, LLC | 54,600 | $1.61M | 0.04% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 51,159 | $1.51M | 0.07% | −636−1.2% | Reduced |
| BHZ Capital Management, LP | 47,870 | $1.41M | 0.70% | +6,501+15.7% | Added |
| Bank of New York Mellon Corp | 39,636 | $1.17M | 0.00% | −4,321−9.8% | Reduced |
| American Century Companies Inc | 35,648 | $1.05M | 0.00% | +6,599+22.7% | Added |
| Citadel Advisors LLC | 30,330 | $892.6K | 0.00% | +3,514+13.1% | Added |
| Two Sigma Investments, LP | 25,247 | $743.0K | 0.00% | −7,773−23.5% | Reduced |
| First Trust Advisors LP | 22,221 | $654.0K | 0.00% | +2,120+10.5% | Added |
| Two Sigma Advisers, LP | 21,800 | $641.6K | 0.00% | −7,500−25.6% | Reduced |
| Bank of Montreal | 19,744 | $610.7K | 0.00% | +19,744 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 18,909 | $556.5K | 0.00% | −4,928−20.7% | Reduced |
| Morgan Stanley | 18,638 | $548.5K | 0.00% | −83,602−81.8% | Reduced |
| Captrust Financial Advisors | 16,718 | $492.0K | 0.00% | +155+0.9% | Added |
| Goldman Sachs Group Inc | 16,335 | $480.7K | 0.00% | +8,456+107.3% | Added |
| SeaCrest Wealth Management, LLC | 15,526 | $456.9K | 0.07% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 15,288 | $449.9K | 0.00% | +530+3.6% | Added |
| Marshall Wace, LLP | 14,328 | $421.7K | 0.00% | −14,596−50.5% | Reduced |
| D. E. Shaw & Co., Inc. | 12,997 | $382.5K | 0.00% | −4,412−25.3% | Reduced |
| Trexquant Investment LP | 12,945 | $381.0K | 0.01% | −1,974−13.2% | Reduced |
| Royal Bank of Canada | 11,476 | $338.0K | 0.00% | +1,032+9.9% | Added |
| Jacobs Levy Equity Management, Inc | 11,320 | $333.1K | 0.00% | −8,210−42.0% | Reduced |
| Petrus Trust Company, LTA | 11,040 | $324.9K | 0.04% | +11,040 | New |
| Bank of America Corp | 9,662 | $284.4K | 0.00% | +8,061+503.5% | Added |
| Allspring Global Investments Holdings, LLC | 9,574 | $281.8K | 0.00% | +7,806+441.5% | Added |
| Rhumbline Advisers | 8,989 | $265.0K | 0.00% | +139+1.6% | Added |
| Quadrature Capital Ltd | 8,958 | $263.5K | 0.01% | −6,325−41.4% | Reduced |
| Barclays PLC | 8,698 | $256.0K | 0.00% | +8,459+3,539.3% | Added |
| Sierra Capital LLC | 8,606 | $253.0K | 0.04% | +55+0.6% | Added |
| Man Group plc | 8,373 | $246.4K | 0.00% | +8,373 | New |
| Carl P. Sherr & Co., LLC | 8,000 | $235.4K | 0.18% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 7,880 | $232.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 7,665 | $225.6K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 7,381 | $217.2K | 0.00% | +7,381 | New |
| UBS Group AG | 5,917 | $174.1K | 0.00% | +3,042+105.8% | Added |
| STRS Ohio | 4,700 | $138.0K | 0.00% | +4,700 | New |
| JPMorgan Chase & Co | 4,118 | $121.0K | 0.00% | +1,033+33.5% | Added |
| New York State Common Retirement Fund | 3,944 | $116.1K | 0.00% | −7−0.2% | Reduced |
| BNP Paribas Arbitrage, SA | 3,818 | $112.4K | 0.00% | +399+11.7% | Added |
| Hillsdale Investment Management Inc. | 3,400 | $100.1K | 0.01% | −18,512−84.5% | Reduced |
| Russell Investments Group, Ltd. | 3,391 | $99.8K | 0.00% | +3,391 | New |
| MetLife Investment Management | 3,003 | $88.4K | 0.00% | +3,003 | New |
| Key Financial Inc | 2,900 | $84.4K | 0.04% | 00.0% | Unchanged |
| American International Group, Inc. | 2,665 | $78.4K | 0.00% | −10−0.4% | Reduced |
| Aquatic Capital Management LLC | 2,600 | $77.0K | 0.01% | +2,600 | New |
| Wells Fargo & Company | 2,550 | $75.0K | 0.00% | +229+9.9% | Added |
| Deutsche Bank AG | 2,330 | $68.6K | 0.00% | +38+1.7% | Added |
| California State Teachers Retirement System | 2,249 | $66.2K | 0.00% | +25+1.1% | Added |
| Lazard Asset Management LLC | 2,236 | $65.0K | 0.00% | +97+4.5% | Added |
| US Bancorp | 1,689 | $49.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,320 | $39.0K | 0.00% | −680−34.0% | Reduced |
| FMR LLC | 1,221 | $35.9K | 0.00% | +27+2.3% | Added |
| Amalgamated Bank | 714 | $21.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 467 | $13.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 423 | $12.8K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 354 | $10.4K | 0.00% | +354 | New |
| Tower Research Capital LLC (TRC) | 338 | $10.0K | 0.00% | −602−64.0% | Reduced |
| Nisa Investment Advisors, LLC | 280 | $8.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 200 | $5.89K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 118 | $3.00K | 0.00% | +113+2,260.0% | Added |
| Glassman Wealth Services | 49 | $1.44K | 0.00% | −42−46.2% | Reduced |
| Citigroup Inc | 39 | $1.15K | 0.00% | −47−54.7% | Reduced |
| Massmutual Trust Co FSB | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −9,093−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −8,679−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Eidelman Virant Capital | – | – | – | – | Not filed |