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, Q1 2023
Institutional positions in Bankwell Financial Group, Inc. as of Mar 31, 2023. 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
- 67
- −7 vs. Q4 2022
- Shares held
- 2.53M
- −91.4K (−3.5%) vs. Q4 2022
- Total value
- $63.3M
- −$14.0M (−18.2%) vs. Q4 2022
- New holders
- 3
- 26 more added
- Sold out
- 10
- 20 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Bankwell Financial Group, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 336,124 | $8.36M | 0.00% | −6,787−2.0% | Reduced |
| Vanguard Group Inc | 335,859 | $8.35M | 0.00% | +25,593+8.2% | Added |
| Banc Funds Co LLC | 276,623 | $6.88M | 0.73% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 255,897 | $6.36M | 0.00% | +9,065+3.7% | Added |
| Renaissance Technologies LLC | 170,987 | $4.25M | 0.01% | −32,316−15.9% | Reduced |
| LSV Asset Management | 116,446 | $2.90M | 0.01% | +36,012+44.8% | Added |
| Geode Capital Management, LLC | 112,609 | $2.80M | 0.00% | +6,779+6.4% | Added |
| Siena Capital Partners GP, LLC | 110,338 | $2.74M | 0.99% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 83,906 | $2.08M | 0.01% | +1,500+1.8% | Added |
| Northern Trust Corp | 67,142 | $1.67M | 0.00% | −716−1.1% | Reduced |
| State Street Corp | 66,818 | $1.66M | 0.00% | +1,077+1.6% | Added |
| Morgan Stanley | 53,079 | $1.32M | 0.00% | +34,441+184.8% | Added |
| BHZ Capital Management, LP | 52,334 | $1.30M | 0.79% | +4,464+9.3% | Added |
| Summit Trail Advisors, LLC | 47,795 | $1.19M | 0.05% | −3,364−6.6% | Reduced |
| American Century Companies Inc | 37,054 | $920.4K | 0.00% | +1,406+3.9% | Added |
| Bank of New York Mellon Corp | 36,607 | $910.0K | 0.00% | −3,029−7.6% | Reduced |
| Millennium Management LLC | 34,470 | $857.0K | 0.00% | −24,554−41.6% | Reduced |
| Bridgeway Capital Management, LLC | 33,935 | $843.6K | 0.02% | −20,665−37.8% | Reduced |
| Two Sigma Investments, LP | 22,495 | $559.2K | 0.00% | −2,752−10.9% | Reduced |
| Two Sigma Advisers, LP | 21,800 | $541.9K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 21,681 | $539.0K | 0.00% | −8,649−28.5% | Reduced |
| First Trust Advisors LP | 21,139 | $525.5K | 0.00% | −1,082−4.9% | Reduced |
| SeaCrest Wealth Management, LLC | 17,026 | $423.3K | 0.06% | +1,500+9.7% | Added |
| Captrust Financial Advisors | 16,935 | $421.0K | 0.00% | +217+1.3% | Added |
| Charles Schwab Investment Management Inc | 15,516 | $385.7K | 0.00% | +228+1.5% | Added |
| Bank of America Corp | 14,063 | $349.6K | 0.00% | +4,401+45.5% | Added |
| Trexquant Investment LP | 12,321 | $306.3K | 0.01% | −624−4.8% | Reduced |
| D. E. Shaw & Co., Inc. | 11,817 | $293.8K | 0.00% | −1,180−9.1% | Reduced |
| Man Group plc | – | $266.7K | 0.00% | – | – |
| Royal Bank of Canada | 10,690 | $266.0K | 0.00% | −786−6.8% | Reduced |
| Barclays PLC | 10,003 | $248.7K | 0.00% | +1,305+15.0% | Added |
| Quadrature Capital Ltd | 9,745 | $241.9K | 0.01% | +787+8.8% | Added |
| Rhumbline Advisers | 8,989 | $223.0K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 8,749 | $217.5K | 0.03% | −2,291−20.8% | Reduced |
| Sierra Capital LLC | 8,662 | $215.0K | 0.03% | +56+0.7% | Added |
| Allspring Global Investments Holdings, LLC | 8,539 | $212.3K | 0.00% | −1,035−10.8% | Reduced |
| Goldman Sachs Group Inc | 8,307 | $206.5K | 0.00% | −8,028−49.1% | Reduced |
| UBS Group AG | 6,888 | $171.2K | 0.00% | +971+16.4% | Added |
| STRS Ohio | 4,700 | $116.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,322 | $107.0K | 0.00% | +204+5.0% | Added |
| Wells Fargo & Company | 4,259 | $105.9K | 0.00% | +1,709+67.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,993 | $99.0K | 0.00% | +3,993 | New |
| New York State Common Retirement Fund | 3,950 | $98.2K | 0.00% | +6+0.2% | Added |
| Deutsche Bank AG | 3,472 | $86.3K | 0.00% | +1,142+49.0% | Added |
| Hillsdale Investment Management Inc. | 3,400 | $84.5K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 3,003 | $74.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2,900 | $72.1K | 0.03% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,843 | $70.7K | 0.00% | −975−25.5% | Reduced |
| American International Group, Inc. | 2,720 | $67.6K | 0.00% | +55+2.1% | Added |
| Lazard Asset Management LLC | 2,342 | $58.0K | 0.00% | +106+4.7% | Added |
| California State Teachers Retirement System | 2,095 | $52.1K | 0.00% | −154−6.8% | Reduced |
| US Bancorp | 1,689 | $42.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,320 | $33.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,265 | $31.4K | 0.00% | +44+3.6% | Added |
| Amalgamated Bank | 583 | $14.0K | 0.00% | −131−18.3% | Reduced |
| Legal & General Group Plc | 467 | $11.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 423 | $10.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 408 | $10.0K | 0.00% | +70+20.7% | Added |
| Metropolitan Life Insurance Co | 354 | $8.80K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 280 | $7.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 200 | $4.97K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 163 | $4.00K | 0.00% | +45+38.1% | Added |
| Capital Advisors, Ltd. LLC | 120 | $3.00K | 0.00% | +120 | New |
| Advisor Group Holdings, Inc. | 66 | $1.64K | 0.00% | +66 | New |
| Glassman Wealth Services | 49 | $1.22K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 22 | $547 | 0.00% | −17−43.6% | Reduced |
| Massmutual Trust Co FSB | 22 | $547 | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 0 | $0 | 0.00% | −19,744−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −18,909−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −14,328−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −11,320−100.0% | Sold out |
| Carl P. Sherr & Co., LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −7,880−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −7,665−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −7,381−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −3,391−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |