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