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