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, Q2 2023
Institutional positions in Bankwell Financial Group, Inc. as of Jun 30, 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
- 68
- +1 vs. Q1 2023
- Shares held
- 2.57M
- +32.0K (+1.3%) vs. Q1 2023
- Total value
- $62.6M
- −$664.0K (−1.0%) vs. Q1 2023
- New holders
- 5
- 24 more added
- Sold out
- 4
- 26 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Bankwell Financial Group, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 382,447 | $9.32M | 0.00% | +46,323+13.8% | Added |
| Vanguard Group Inc | 317,116 | $7.73M | 0.00% | −18,743−5.6% | Reduced |
| Banc Funds Co LLC | 281,623 | $6.87M | 0.81% | +5,000+1.8% | Added |
| Dimensional Fund Advisors LP | 262,743 | $6.41M | 0.00% | +6,846+2.7% | Added |
| Renaissance Technologies LLC | 145,103 | $3.54M | 0.01% | −25,884−15.1% | Reduced |
| LSV Asset Management | 120,354 | $2.93M | 0.01% | +3,908+3.4% | Added |
| Geode Capital Management, LLC | 117,392 | $2.86M | 0.00% | +4,783+4.2% | Added |
| Siena Capital Partners GP, LLC | 110,338 | $2.69M | 0.96% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 81,107 | $1.98M | 0.01% | −2,799−3.3% | Reduced |
| State Street Corp | 72,331 | $1.76M | 0.00% | +5,513+8.3% | Added |
| Northern Trust Corp | 69,248 | $1.69M | 0.00% | +2,106+3.1% | Added |
| Bridgeway Capital Management, LLC | 48,374 | $1.18M | 0.03% | +14,439+42.5% | Added |
| Summit Trail Advisors, LLC | 46,918 | $1.14M | 0.04% | −877−1.8% | Reduced |
| Pacific Ridge Capital Partners, LLC | 44,891 | $1.09M | 0.25% | +44,891 | New |
| American Century Companies Inc | 37,375 | $911.2K | 0.00% | +321+0.9% | Added |
| Bank of New York Mellon Corp | 37,186 | $906.6K | 0.00% | +579+1.6% | Added |
| BHZ Capital Management, LP | 30,607 | $746.2K | 0.63% | −21,727−41.5% | Reduced |
| Bank of Montreal | 25,502 | $656.7K | 0.00% | +25,502 | New |
| Morgan Stanley | 22,779 | $555.4K | 0.00% | −30,300−57.1% | Reduced |
| Millennium Management LLC | 20,654 | $503.5K | 0.00% | −13,816−40.1% | Reduced |
| Two Sigma Advisers, LP | 19,300 | $470.5K | 0.00% | −2,500−11.5% | Reduced |
| Two Sigma Investments, LP | 18,153 | $442.6K | 0.00% | −4,342−19.3% | Reduced |
| First Trust Advisors LP | 17,671 | $430.8K | 0.00% | −3,468−16.4% | Reduced |
| SeaCrest Wealth Management, LLC | 16,876 | $411.4K | 0.05% | −150−0.9% | Reduced |
| Captrust Financial Advisors | 16,803 | $409.7K | 0.00% | −132−0.8% | Reduced |
| Charles Schwab Investment Management Inc | 15,956 | $389.0K | 0.00% | +440+2.8% | Added |
| Man Group plc | 14,719 | $358.8K | 0.00% | – | – |
| Empowered Funds, LLC | 13,769 | $335.7K | 0.01% | +13,769 | New |
| EA Series Trust | 13,769 | $335.7K | 0.01% | +13,769 | New |
| Trexquant Investment LP | 12,692 | $309.4K | 0.01% | +371+3.0% | Added |
| Goldman Sachs Group Inc | 12,533 | $305.6K | 0.00% | +4,226+50.9% | Added |
| Royal Bank of Canada | 11,506 | $281.0K | 0.00% | +816+7.6% | Added |
| Rhumbline Advisers | 8,907 | $217.2K | 0.00% | −82−0.9% | Reduced |
| Sierra Capital LLC | 8,733 | $213.0K | 0.03% | +71+0.8% | Added |
| Barclays PLC | 8,341 | $203.4K | 0.00% | −1,662−16.6% | Reduced |
| Petrus Trust Company, LTA | 8,337 | $203.3K | 0.02% | −412−4.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,166 | $199.1K | 0.00% | −373−4.4% | Reduced |
| Bank of America Corp | 8,054 | $196.4K | 0.00% | −6,009−42.7% | Reduced |
| Wells Fargo & Company | 6,649 | $162.1K | 0.00% | +2,390+56.1% | Added |
| UBS Group AG | 6,248 | $152.3K | 0.00% | −640−9.3% | Reduced |
| JPMorgan Chase & Co | 5,039 | $122.9K | 0.00% | +717+16.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,701 | $115.0K | 0.00% | +708+17.7% | Added |
| STRS Ohio | 4,700 | $114.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,945 | $96.2K | 0.00% | −5−0.1% | Reduced |
| MetLife Investment Management | 3,003 | $73.2K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 2,900 | $70.7K | 0.01% | −500−14.7% | Reduced |
| Key Financial Inc | 2,900 | $70.7K | 0.02% | 00.0% | Unchanged |
| American International Group, Inc. | 2,834 | $69.1K | 0.00% | +114+4.2% | Added |
| FMR LLC | 2,130 | $51.9K | 0.00% | +865+68.4% | Added |
| Citigroup Inc | 1,978 | $48.2K | 0.00% | +1,956+8,890.9% | Added |
| California State Teachers Retirement System | 1,959 | $47.8K | 0.00% | −136−6.5% | Reduced |
| US Bancorp | 1,689 | $41.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,557 | $38.0K | 0.00% | −1,286−45.2% | Reduced |
| Public Employees Retirement System of Ohio | 1,220 | $30.0K | 0.00% | −100−7.6% | Reduced |
| Lazard Asset Management LLC | 1,052 | $25.0K | 0.00% | −1,290−55.1% | Reduced |
| Nisa Investment Advisors, LLC | 878 | $21.4K | 0.00% | +598+213.6% | Added |
| Tower Research Capital LLC (TRC) | 663 | $16.2K | 0.00% | +255+62.5% | Added |
| Amalgamated Bank | 583 | $14.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 467 | $11.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 423 | $10.3K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 354 | $8.63K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 200 | $4.88K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 177 | $4.00K | 0.00% | +57+47.5% | Added |
| Covestor Ltd | 111 | $3.00K | 0.00% | −52−31.9% | Reduced |
| Glassman Wealth Services | 49 | $1.20K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 22 | $536 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 19 | $463 | 0.00% | +19 | New |
| Advisor Group Holdings, Inc. | 10 | $244 | 0.00% | −56−84.8% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −21,681−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −11,817−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −9,745−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −3,472−100.0% | Sold out |