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