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