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, Q1 2024
Institutional positions in Bankwell Financial Group, Inc. as of Mar 31, 2024. 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
- 64
- −7 vs. Q4 2023
- Shares held
- 2.72M
- −120.7K (−4.3%) vs. Q4 2023
- Total value
- $70.5M
- −$15.1M (−17.7%) vs. Q4 2023
- New holders
- 2
- 20 more added
- Sold out
- 9
- 23 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Bankwell Financial Group, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 406,084 | $10.5M | 0.00% | −5,539−1.3% | Reduced |
| Vanguard Group Inc | 329,246 | $8.54M | 0.00% | +1,933+0.6% | Added |
| Banc Funds Co LLC | 282,623 | $7.33M | 0.83% | +1,000+0.4% | Added |
| Dimensional Fund Advisors LP | 279,112 | $7.24M | 0.00% | +10,388+3.9% | Added |
| Renaissance Technologies LLC | 155,903 | $4.04M | 0.01% | −3,700−2.3% | Reduced |
| Geode Capital Management, LLC | 130,223 | $3.38M | 0.00% | +1,941+1.5% | Added |
| LSV Asset Management | 128,446 | $3.33M | 0.01% | −1,000−0.8% | Reduced |
| Pacific Ridge Capital Partners, LLC | 128,266 | $3.33M | 0.73% | −6,674−4.9% | Reduced |
| Siena Capital Partners GP, LLC | 110,338 | $2.86M | 0.95% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 82,813 | $2.15M | 0.15% | +640+0.8% | Added |
| Acadian Asset Management LLC | 81,107 | $2.10M | 0.01% | 00.0% | Unchanged |
| State Street Corp | 76,166 | $1.98M | 0.00% | +3,000+4.1% | Added |
| Northern Trust Corp | 68,968 | $1.79M | 0.00% | +1,047+1.5% | Added |
| Bridgeway Capital Management, LLC | 51,649 | $1.34M | 0.03% | +825+1.6% | Added |
| American Century Companies Inc | 37,375 | $969.5K | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 33,212 | $861.5K | 0.02% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 32,866 | $852.5K | 0.02% | −3,352−9.3% | Reduced |
| Bank of New York Mellon Corp | 26,872 | $697.1K | 0.00% | −952−3.4% | Reduced |
| Morgan Stanley | 26,155 | $678.5K | 0.00% | −49,038−65.2% | Reduced |
| Invesco Ltd. | 19,105 | $495.6K | 0.00% | +19,105 | New |
| Empowered Funds, LLC | 17,444 | $452.5K | 0.01% | +1,225+7.6% | Added |
| Captrust Financial Advisors | 16,712 | $433.5K | 0.00% | −411−2.4% | Reduced |
| Charles Schwab Investment Management Inc | 15,956 | $413.9K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 15,086 | $391.3K | 0.00% | −2,534−14.4% | Reduced |
| Citadel Advisors LLC | 15,023 | $389.7K | 0.00% | −875−5.5% | Reduced |
| Goldman Sachs Group Inc | 13,757 | $356.9K | 0.00% | −5,788−29.6% | Reduced |
| Bridge City Capital, LLC | 11,718 | $304.0K | 0.11% | +1,780+17.9% | Added |
| JPMorgan Chase & Co | 11,270 | $292.3K | 0.00% | +4,612+69.3% | Added |
| Royal Bank of Canada | 11,018 | $286.0K | 0.00% | −1,412−11.4% | Reduced |
| Wells Fargo & Company | 10,086 | $261.6K | 0.00% | +1,367+15.7% | Added |
| Two Sigma Investments, LP | 9,731 | $252.4K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 9,162 | $237.7K | 0.00% | +110+1.2% | Added |
| Sierra Capital LLC | 8,935 | $232.0K | 0.03% | +70+0.8% | Added |
| UBS Group AG | 8,771 | $227.5K | 0.00% | −813−8.5% | Reduced |
| Bank of America Corp | 8,376 | $217.3K | 0.00% | −4,058−32.6% | Reduced |
| Carl P. Sherr & Co., LLC | 8,000 | $207.5K | 0.12% | 00.0% | Unchanged |
| STRS Ohio | 4,400 | $114.0K | 0.00% | −300−6.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,330 | $112.0K | 0.00% | −142−3.2% | Reduced |
| New York State Common Retirement Fund | 3,949 | $102.4K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 3,600 | $93.4K | 0.01% | +400+12.5% | Added |
| Allspring Global Investments Holdings, LLC | 3,426 | $88.9K | 0.00% | +13+0.4% | Added |
| MetLife Investment Management | 3,003 | $77.9K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 2,901 | $75.3K | 0.00% | −26−0.9% | Reduced |
| BNP Paribas Arbitrage, SA | 2,901 | $75.3K | 0.00% | +1,582+119.9% | Added |
| Key Financial Inc | 2,900 | $75.2K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 1,746 | $45.3K | 0.00% | −149−7.9% | Reduced |
| US Bancorp | 1,689 | $43.8K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,450 | $37.6K | 0.00% | +356+32.5% | Added |
| Public Employees Retirement System of Ohio | 1,170 | $30.4K | 0.00% | −50−4.1% | Reduced |
| California State Teachers Retirement System | 592 | $15.4K | 0.00% | −377−38.9% | Reduced |
| Nisa Investment Advisors, LLC | 478 | $12.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 467 | $12.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 423 | $11.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 354 | $9.18K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 247 | $6.41K | 0.00% | −313−55.9% | Reduced |
| Amalgamated Bank | 196 | $5.00K | 0.00% | −329−62.7% | Reduced |
| Capital Advisors, Ltd. LLC | 177 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 69 | $2.00K | 0.00% | +2+3.0% | Added |
| Covestor Ltd | 64 | $2.00K | 0.00% | −1−1.5% | Reduced |
| Fortitude Family Office, LLC | 45 | $1.17K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 42 | $1.09K | 0.00% | +21+100.0% | Added |
| Massmutual Trust Co FSB | 22 | $571 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 19 | $493 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $25 | 0.00% | +1 | New |
| BHZ Capital Management, LP | 0 | $0 | 0.00% | −28,036−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −16,876−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −15,109−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −7,880−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −6,671−100.0% | Sold out |
| AJOVista, LLC | 0 | $0 | 0.00% | −2,230−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −49−100.0% | Sold out |