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, Q3 2023
Institutional positions in Bankwell Financial Group, Inc. as of Sep 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
- 67
- 0 vs. Q2 2023
- Shares held
- 2.60M
- +47.3K (+1.9%) vs. Q2 2023
- Total value
- $63.4M
- +$1.14M (+1.8%) vs. Q2 2023
- New holders
- 6
- 20 more added
- Sold out
- 6
- 19 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Bankwell Financial Group, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 369,377 | $8.96M | 0.00% | −13,070−3.4% | Reduced |
| Vanguard Group Inc | 321,968 | $7.81M | 0.00% | +4,852+1.5% | Added |
| Banc Funds Co LLC | 281,623 | $6.83M | 0.80% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 259,178 | $6.29M | 0.00% | −3,565−1.4% | Reduced |
| Renaissance Technologies LLC | 148,303 | $3.60M | 0.01% | +3,200+2.2% | Added |
| LSV Asset Management | 131,946 | $3.20M | 0.01% | +11,592+9.6% | Added |
| Geode Capital Management, LLC | 120,836 | $2.93M | 0.00% | +3,444+2.9% | Added |
| Siena Capital Partners GP, LLC | 110,338 | $2.69M | 0.97% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 105,324 | $2.56M | 0.59% | +60,433+134.6% | Added |
| Acadian Asset Management LLC | 81,107 | $1.97M | 0.01% | 00.0% | Unchanged |
| State Street Corp | 73,031 | $1.77M | 0.00% | +700+1.0% | Added |
| Northern Trust Corp | 67,717 | $1.64M | 0.00% | −1,531−2.2% | Reduced |
| Morgan Stanley | 67,351 | $1.63M | 0.00% | +44,572+195.7% | Added |
| Bridgeway Capital Management, LLC | 49,480 | $1.20M | 0.03% | +1,106+2.3% | Added |
| Summit Trail Advisors, LLC | 46,618 | $1.13M | 0.04% | −300−0.6% | Reduced |
| American Century Companies Inc | 37,375 | $907.1K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 37,097 | $900.3K | 0.00% | −89−0.2% | Reduced |
| BHZ Capital Management, LP | 26,106 | $633.6K | 0.69% | −4,501−14.7% | Reduced |
| Fourthstone LLC | 19,324 | $469.0K | 0.11% | +19,324 | New |
| Captrust Financial Advisors | 17,649 | $428.3K | 0.00% | +846+5.0% | Added |
| SeaCrest Wealth Management, LLC | 16,876 | $409.6K | 0.05% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 15,956 | $387.3K | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 15,043 | $365.1K | 0.01% | +15,043 | New |
| Empowered Funds, LLC | 14,875 | $361.0K | 0.01% | +1,106+8.0% | Added |
| Two Sigma Investments, LP | 14,253 | $345.9K | 0.00% | −3,900−21.5% | Reduced |
| Man Group plc | – | $299.3K | 0.00% | – | – |
| Royal Bank of Canada | 11,875 | $288.0K | 0.00% | +369+3.2% | Added |
| Two Sigma Advisers, LP | 11,700 | $284.0K | 0.00% | −7,600−39.4% | Reduced |
| Millennium Management LLC | 11,109 | $269.6K | 0.00% | −9,545−46.2% | Reduced |
| Goldman Sachs Group Inc | 10,367 | $251.6K | 0.00% | −2,166−17.3% | Reduced |
| Citadel Advisors LLC | 9,811 | $238.1K | 0.00% | +9,811 | New |
| Barclays PLC | 9,685 | $235.1K | 0.00% | +1,344+16.1% | Added |
| Rhumbline Advisers | 9,028 | $219.1K | 0.00% | +121+1.4% | Added |
| Sierra Capital LLC | 8,799 | $214.0K | 0.03% | +66+0.8% | Added |
| Bank of America Corp | 8,763 | $212.7K | 0.00% | +709+8.8% | Added |
| Wells Fargo & Company | 7,312 | $177.5K | 0.00% | +663+10.0% | Added |
| UBS Group AG | 6,136 | $148.9K | 0.00% | −112−1.8% | Reduced |
| STRS Ohio | 4,700 | $114.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,606 | $112.0K | 0.00% | −95−2.0% | Reduced |
| Hillsdale Investment Management Inc. | 4,600 | $111.6K | 0.01% | +1,700+58.6% | Added |
| New York State Common Retirement Fund | 3,945 | $95.7K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,822 | $92.8K | 0.00% | −1,217−24.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,413 | $82.8K | 0.00% | −4,753−58.2% | Reduced |
| MetLife Investment Management | 3,003 | $72.9K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 2,939 | $71.3K | 0.00% | +105+3.7% | Added |
| Key Financial Inc | 2,900 | $70.4K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,442 | $59.3K | 0.00% | +885+56.8% | Added |
| FMR LLC | 2,069 | $50.2K | 0.00% | −61−2.9% | Reduced |
| US Bancorp | 1,689 | $41.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,299 | $31.5K | 0.00% | −660−33.7% | Reduced |
| Public Employees Retirement System of Ohio | 1,220 | $30.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 978 | $23.7K | 0.00% | +100+11.4% | Added |
| Amalgamated Bank | 583 | $14.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 467 | $11.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 442 | $10.7K | 0.00% | −221−33.3% | Reduced |
| Ameritas Investment Partners, Inc. | 423 | $10.3K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 354 | $8.59K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 269 | $6.53K | 0.00% | −1,709−86.4% | Reduced |
| Washington Trust Advisors, Inc. | 200 | $4.85K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 197 | $4.78K | 0.00% | +197 | New |
| Capital Advisors, Ltd. LLC | 177 | $4.00K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 98 | $2.38K | 0.00% | +98 | New |
| Covestor Ltd | 94 | $2.00K | 0.00% | −17−15.3% | Reduced |
| Glassman Wealth Services | 49 | $1.19K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 56 | $1.00K | 0.00% | +56 | New |
| Massmutual Trust Co FSB | 22 | $534 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 19 | $461 | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 0 | $0 | 0.00% | −25,502−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −17,671−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −12,692−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −8,337−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,052−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |