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 1 sale; 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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 39 | $1.15K | 0.00% | −47−54.7% | Reduced |
| Glassman Wealth Services | 49 | $1.44K | 0.00% | −42−46.2% | Reduced |
| Covestor Ltd | 118 | $3.00K | 0.00% | +113+2,260.0% | Added |
| Washington Trust Advisors, Inc. | 200 | $5.89K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 280 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 338 | $10.0K | 0.00% | −602−64.0% | Reduced |
| Metropolitan Life Insurance Co | 354 | $10.4K | 0.00% | +354 | New |
| Ameritas Investment Partners, Inc. | 423 | $12.8K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 467 | $13.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 714 | $21.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,221 | $35.9K | 0.00% | +27+2.3% | Added |
| Public Employees Retirement System of Ohio | 1,320 | $39.0K | 0.00% | −680−34.0% | Reduced |
| US Bancorp | 1,689 | $49.7K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,236 | $65.0K | 0.00% | +97+4.5% | Added |
| California State Teachers Retirement System | 2,249 | $66.2K | 0.00% | +25+1.1% | Added |
| Deutsche Bank AG | 2,330 | $68.6K | 0.00% | +38+1.7% | Added |
| Wells Fargo & Company | 2,550 | $75.0K | 0.00% | +229+9.9% | Added |
| Aquatic Capital Management LLC | 2,600 | $77.0K | 0.01% | +2,600 | New |
| American International Group, Inc. | 2,665 | $78.4K | 0.00% | −10−0.4% | Reduced |
| Key Financial Inc | 2,900 | $84.4K | 0.04% | 00.0% | Unchanged |
| MetLife Investment Management | 3,003 | $88.4K | 0.00% | +3,003 | New |
| Russell Investments Group, Ltd. | 3,391 | $99.8K | 0.00% | +3,391 | New |
| Hillsdale Investment Management Inc. | 3,400 | $100.1K | 0.01% | −18,512−84.5% | Reduced |
| BNP Paribas Arbitrage, SA | 3,818 | $112.4K | 0.00% | +399+11.7% | Added |
| New York State Common Retirement Fund | 3,944 | $116.1K | 0.00% | −7−0.2% | Reduced |
| JPMorgan Chase & Co | 4,118 | $121.0K | 0.00% | +1,033+33.5% | Added |
| STRS Ohio | 4,700 | $138.0K | 0.00% | +4,700 | New |
| UBS Group AG | 5,917 | $174.1K | 0.00% | +3,042+105.8% | Added |
| Invesco Ltd. | 7,381 | $217.2K | 0.00% | +7,381 | New |
| Raymond James Financial Services Advisors, Inc. | 7,665 | $225.6K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 7,880 | $232.0K | 0.00% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 8,000 | $235.4K | 0.18% | 00.0% | Unchanged |
| Man Group plc | 8,373 | $246.4K | 0.00% | +8,373 | New |
| Sierra Capital LLC | 8,606 | $253.0K | 0.04% | +55+0.6% | Added |
| Barclays PLC | 8,698 | $256.0K | 0.00% | +8,459+3,539.3% | Added |
| Quadrature Capital Ltd | 8,958 | $263.5K | 0.01% | −6,325−41.4% | Reduced |
| Rhumbline Advisers | 8,989 | $265.0K | 0.00% | +139+1.6% | Added |
| Allspring Global Investments Holdings, LLC | 9,574 | $281.8K | 0.00% | +7,806+441.5% | Added |
| Bank of America Corp | 9,662 | $284.4K | 0.00% | +8,061+503.5% | Added |
| Petrus Trust Company, LTA | 11,040 | $324.9K | 0.04% | +11,040 | New |
| Jacobs Levy Equity Management, Inc | 11,320 | $333.1K | 0.00% | −8,210−42.0% | Reduced |
| Royal Bank of Canada | 11,476 | $338.0K | 0.00% | +1,032+9.9% | Added |
| Trexquant Investment LP | 12,945 | $381.0K | 0.01% | −1,974−13.2% | Reduced |
| D. E. Shaw & Co., Inc. | 12,997 | $382.5K | 0.00% | −4,412−25.3% | Reduced |
| Marshall Wace, LLP | 14,328 | $421.7K | 0.00% | −14,596−50.5% | Reduced |
| Charles Schwab Investment Management Inc | 15,288 | $449.9K | 0.00% | +530+3.6% | Added |
| SeaCrest Wealth Management, LLC | 15,526 | $456.9K | 0.07% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 16,335 | $480.7K | 0.00% | +8,456+107.3% | Added |
| Captrust Financial Advisors | 16,718 | $492.0K | 0.00% | +155+0.9% | Added |
| Morgan Stanley | 18,638 | $548.5K | 0.00% | −83,602−81.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 18,909 | $556.5K | 0.00% | −4,928−20.7% | Reduced |
| Bank of Montreal | 19,744 | $610.7K | 0.00% | +19,744 | New |
| Two Sigma Advisers, LP | 21,800 | $641.6K | 0.00% | −7,500−25.6% | Reduced |
| First Trust Advisors LP | 22,221 | $654.0K | 0.00% | +2,120+10.5% | Added |
| Two Sigma Investments, LP | 25,247 | $743.0K | 0.00% | −7,773−23.5% | Reduced |
| Citadel Advisors LLC | 30,330 | $892.6K | 0.00% | +3,514+13.1% | Added |
| American Century Companies Inc | 35,648 | $1.05M | 0.00% | +6,599+22.7% | Added |
| Bank of New York Mellon Corp | 39,636 | $1.17M | 0.00% | −4,321−9.8% | Reduced |
| BHZ Capital Management, LP | 47,870 | $1.41M | 0.70% | +6,501+15.7% | Added |
| Summit Trail Advisors, LLC | 51,159 | $1.51M | 0.07% | −636−1.2% | Reduced |
| Bridgeway Capital Management, LLC | 54,600 | $1.61M | 0.04% | 00.0% | Unchanged |
| Millennium Management LLC | 59,024 | $1.74M | 0.00% | −10,669−15.3% | Reduced |
| State Street Corp | 65,741 | $1.93M | 0.00% | +324+0.5% | Added |
| Northern Trust Corp | 67,858 | $2.00M | 0.00% | +280.0% | Added |
| LSV Asset Management | 80,434 | $2.37M | 0.01% | +22,920+39.9% | Added |
| Acadian Asset Management LLC | 82,406 | $2.42M | 0.01% | +15,493+23.2% | Added |
| Geode Capital Management, LLC | 105,830 | $3.11M | 0.00% | +2,273+2.2% | Added |
| Siena Capital Partners GP, LLC | 110,338 | $3.25M | 1.12% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 203,303 | $5.98M | 0.01% | +14,000+7.4% | Added |
| Dimensional Fund Advisors LP | 246,832 | $7.26M | 0.00% | +271+0.1% | Added |
| Banc Funds Co LLC | 276,623 | $8.14M | 0.72% | +3,000+1.1% | Added |
| Vanguard Group Inc | 310,266 | $9.13M | 0.00% | +24,841+8.7% | Added |
| BlackRock Inc. | 342,911 | $10.1M | 0.00% | +55,410+19.3% | Added |
| 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 |