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, Q4 2023
Institutional positions in Bankwell Financial Group, Inc. as of Dec 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
- 71
- +4 vs. Q3 2023
- Shares held
- 2.84M
- +238.5K (+9.2%) vs. Q3 2023
- Total value
- $85.7M
- +$22.2M (+35.1%) vs. Q3 2023
- New holders
- 8
- 28 more added
- Sold out
- 4
- 15 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Bankwell Financial Group, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 411,623 | $12.4M | 0.00% | +42,246+11.4% | Added |
| Vanguard Group Inc | 327,313 | $9.88M | 0.00% | +5,345+1.7% | Added |
| Banc Funds Co LLC | 281,623 | $8.50M | 0.84% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 268,724 | $8.11M | 0.00% | +9,546+3.7% | Added |
| Renaissance Technologies LLC | 159,603 | $4.82M | 0.01% | +11,300+7.6% | Added |
| Pacific Ridge Capital Partners, LLC | 134,940 | $4.07M | 0.83% | +29,616+28.1% | Added |
| LSV Asset Management | 129,446 | $3.91M | 0.01% | −2,500−1.9% | Reduced |
| Geode Capital Management, LLC | 128,282 | $3.87M | 0.00% | +7,446+6.2% | Added |
| Siena Capital Partners GP, LLC | 110,338 | $3.33M | 1.04% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 82,173 | $2.48M | 0.19% | +82,173 | New |
| Acadian Asset Management LLC | 81,107 | $2.45M | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 75,193 | $2.27M | 0.00% | +7,842+11.6% | Added |
| State Street Corp | 73,166 | $2.21M | 0.00% | +135+0.2% | Added |
| Northern Trust Corp | 67,921 | $2.05M | 0.00% | +204+0.3% | Added |
| Bridgeway Capital Management, LLC | 50,824 | $1.53M | 0.03% | +1,344+2.7% | Added |
| American Century Companies Inc | 37,375 | $1.13M | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 36,218 | $1.09M | 0.04% | −10,400−22.3% | Reduced |
| Kennedy Capital Management, Inc. | 33,212 | $1.00M | 0.02% | +18,169+120.8% | Added |
| BHZ Capital Management, LP | 28,036 | $846.1K | 0.80% | +1,930+7.4% | Added |
| Bank of New York Mellon Corp | 27,824 | $839.7K | 0.00% | −9,273−25.0% | Reduced |
| Goldman Sachs Group Inc | 19,545 | $589.9K | 0.00% | +9,178+88.5% | Added |
| Barclays PLC | 17,620 | $531.8K | 0.00% | +7,935+81.9% | Added |
| Captrust Financial Advisors | 17,123 | $516.8K | 0.00% | −526−3.0% | Reduced |
| SeaCrest Wealth Management, LLC | 16,876 | $493.1K | 0.06% | 00.0% | Unchanged |
| Empowered Funds, LLC | 16,219 | $489.5K | 0.01% | +1,344+9.0% | Added |
| Charles Schwab Investment Management Inc | 15,956 | $481.6K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 15,898 | $479.8K | 0.00% | +6,087+62.0% | Added |
| Millennium Management LLC | 15,109 | $456.0K | 0.00% | +4,000+36.0% | Added |
| Bank of America Corp | 12,434 | $375.3K | 0.00% | +3,671+41.9% | Added |
| Royal Bank of Canada | 12,430 | $375.0K | 0.00% | +555+4.7% | Added |
| Bridge City Capital, LLC | 9,938 | $299.9K | 0.12% | +9,938 | New |
| Two Sigma Investments, LP | 9,731 | $293.7K | 0.00% | −4,522−31.7% | Reduced |
| UBS Group AG | 9,584 | $289.2K | 0.00% | +3,448+56.2% | Added |
| Rhumbline Advisers | 9,052 | $273.2K | 0.00% | +24+0.3% | Added |
| Sierra Capital LLC | 8,865 | $268.0K | 0.04% | +66+0.8% | Added |
| Wells Fargo & Company | 8,719 | $263.1K | 0.00% | +1,407+19.2% | Added |
| Carl P. Sherr & Co., LLC | 8,000 | $241.4K | 0.15% | +8,000 | New |
| Nuveen Asset Management, LLC | 7,880 | $237.8K | 0.00% | +7,880 | New |
| Two Sigma Advisers, LP | 7,300 | $220.3K | 0.00% | −4,400−37.6% | Reduced |
| Martingale Asset Management L P | 6,671 | $201.3K | 0.00% | +6,671 | New |
| JPMorgan Chase & Co | 6,658 | $200.9K | 0.00% | +2,836+74.2% | Added |
| STRS Ohio | 4,700 | $141.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,472 | $135.0K | 0.00% | −134−2.9% | Reduced |
| New York State Common Retirement Fund | 3,949 | $119.2K | 0.00% | +4+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 3,413 | $103.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 3,200 | $96.6K | 0.01% | −1,400−30.4% | Reduced |
| MetLife Investment Management | 3,003 | $90.6K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 2,927 | $88.3K | 0.00% | −12−0.4% | Reduced |
| Key Financial Inc | 2,900 | $87.5K | 0.02% | 00.0% | Unchanged |
| AJOVista, LLC | 2,230 | $67.3K | 0.08% | +2,230 | New |
| FMR LLC | 1,895 | $57.2K | 0.00% | −174−8.4% | Reduced |
| US Bancorp | 1,689 | $51.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,319 | $39.8K | 0.00% | −1,123−46.0% | Reduced |
| Public Employees Retirement System of Ohio | 1,220 | $36.8K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,094 | $33.0K | 0.00% | +825+306.7% | Added |
| California State Teachers Retirement System | 969 | $29.2K | 0.00% | −330−25.4% | Reduced |
| Tower Research Capital LLC (TRC) | 560 | $16.9K | 0.00% | +118+26.7% | Added |
| Amalgamated Bank | 525 | $16.0K | 0.00% | −58−9.9% | Reduced |
| Nisa Investment Advisors, LLC | 478 | $14.4K | 0.00% | −500−51.1% | Reduced |
| Legal & General Group Plc | 467 | $14.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 423 | $12.8K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 354 | $10.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 177 | $5.00K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 98 | $2.96K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 65 | $2.00K | 0.00% | −29−30.9% | Reduced |
| CWM, LLC | 67 | $2.00K | 0.00% | +11+19.6% | Added |
| Glassman Wealth Services | 49 | $1.48K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 45 | $1.36K | 0.00% | +45 | New |
| Massmutual Trust Co FSB | 22 | $664 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 21 | $583 | 0.00% | +21 | New |
| Russell Investments Group, Ltd. | 19 | $573 | 0.00% | 00.0% | Unchanged |
| Fourthstone LLC | 0 | $0 | 0.00% | −19,324−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −197−100.0% | Sold out |