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, 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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 19 | $461 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 22 | $534 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 56 | $1.00K | 0.00% | +56 | New |
| Glassman Wealth Services | 49 | $1.19K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 94 | $2.00K | 0.00% | −17−15.3% | Reduced |
| Qube Research & Technologies Ltd | 98 | $2.38K | 0.00% | +98 | New |
| Capital Advisors, Ltd. LLC | 177 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 197 | $4.78K | 0.00% | +197 | New |
| Washington Trust Advisors, Inc. | 200 | $4.85K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 269 | $6.53K | 0.00% | −1,709−86.4% | Reduced |
| Metropolitan Life Insurance Co | 354 | $8.59K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 423 | $10.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 442 | $10.7K | 0.00% | −221−33.3% | Reduced |
| Legal & General Group Plc | 467 | $11.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 583 | $14.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 978 | $23.7K | 0.00% | +100+11.4% | Added |
| Public Employees Retirement System of Ohio | 1,220 | $30.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,299 | $31.5K | 0.00% | −660−33.7% | Reduced |
| US Bancorp | 1,689 | $41.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,069 | $50.2K | 0.00% | −61−2.9% | Reduced |
| BNP Paribas Arbitrage, SA | 2,442 | $59.3K | 0.00% | +885+56.8% | Added |
| Key Financial Inc | 2,900 | $70.4K | 0.02% | 00.0% | Unchanged |
| American International Group, Inc. | 2,939 | $71.3K | 0.00% | +105+3.7% | Added |
| MetLife Investment Management | 3,003 | $72.9K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 3,413 | $82.8K | 0.00% | −4,753−58.2% | Reduced |
| JPMorgan Chase & Co | 3,822 | $92.8K | 0.00% | −1,217−24.2% | Reduced |
| New York State Common Retirement Fund | 3,945 | $95.7K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 4,600 | $111.6K | 0.01% | +1,700+58.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,606 | $112.0K | 0.00% | −95−2.0% | Reduced |
| STRS Ohio | 4,700 | $114.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 6,136 | $148.9K | 0.00% | −112−1.8% | Reduced |
| Wells Fargo & Company | 7,312 | $177.5K | 0.00% | +663+10.0% | Added |
| Bank of America Corp | 8,763 | $212.7K | 0.00% | +709+8.8% | Added |
| Sierra Capital LLC | 8,799 | $214.0K | 0.03% | +66+0.8% | Added |
| Rhumbline Advisers | 9,028 | $219.1K | 0.00% | +121+1.4% | Added |
| Barclays PLC | 9,685 | $235.1K | 0.00% | +1,344+16.1% | Added |
| Citadel Advisors LLC | 9,811 | $238.1K | 0.00% | +9,811 | New |
| Goldman Sachs Group Inc | 10,367 | $251.6K | 0.00% | −2,166−17.3% | Reduced |
| Millennium Management LLC | 11,109 | $269.6K | 0.00% | −9,545−46.2% | Reduced |
| Two Sigma Advisers, LP | 11,700 | $284.0K | 0.00% | −7,600−39.4% | Reduced |
| Royal Bank of Canada | 11,875 | $288.0K | 0.00% | +369+3.2% | Added |
| Man Group plc | – | $299.3K | 0.00% | – | – |
| Two Sigma Investments, LP | 14,253 | $345.9K | 0.00% | −3,900−21.5% | Reduced |
| Empowered Funds, LLC | 14,875 | $361.0K | 0.01% | +1,106+8.0% | Added |
| Kennedy Capital Management, Inc. | 15,043 | $365.1K | 0.01% | +15,043 | New |
| Charles Schwab Investment Management Inc | 15,956 | $387.3K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 16,876 | $409.6K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 17,649 | $428.3K | 0.00% | +846+5.0% | Added |
| Fourthstone LLC | 19,324 | $469.0K | 0.11% | +19,324 | New |
| BHZ Capital Management, LP | 26,106 | $633.6K | 0.69% | −4,501−14.7% | Reduced |
| Bank of New York Mellon Corp | 37,097 | $900.3K | 0.00% | −89−0.2% | Reduced |
| American Century Companies Inc | 37,375 | $907.1K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 46,618 | $1.13M | 0.04% | −300−0.6% | Reduced |
| Bridgeway Capital Management, LLC | 49,480 | $1.20M | 0.03% | +1,106+2.3% | Added |
| Morgan Stanley | 67,351 | $1.63M | 0.00% | +44,572+195.7% | Added |
| Northern Trust Corp | 67,717 | $1.64M | 0.00% | −1,531−2.2% | Reduced |
| State Street Corp | 73,031 | $1.77M | 0.00% | +700+1.0% | Added |
| Acadian Asset Management LLC | 81,107 | $1.97M | 0.01% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 105,324 | $2.56M | 0.59% | +60,433+134.6% | Added |
| Siena Capital Partners GP, LLC | 110,338 | $2.69M | 0.97% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 120,836 | $2.93M | 0.00% | +3,444+2.9% | Added |
| LSV Asset Management | 131,946 | $3.20M | 0.01% | +11,592+9.6% | Added |
| Renaissance Technologies LLC | 148,303 | $3.60M | 0.01% | +3,200+2.2% | Added |
| Dimensional Fund Advisors LP | 259,178 | $6.29M | 0.00% | −3,565−1.4% | Reduced |
| Banc Funds Co LLC | 281,623 | $6.83M | 0.80% | 00.0% | Unchanged |
| Vanguard Group Inc | 321,968 | $7.81M | 0.00% | +4,852+1.5% | Added |
| BlackRock Inc. | 369,377 | $8.96M | 0.00% | −13,070−3.4% | Reduced |
| 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 |