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, Q2 2024
Institutional positions in Bankwell Financial Group, Inc. as of Jun 30, 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
- 66
- +2 vs. Q1 2024
- Shares held
- 2.74M
- +24.6K (+0.9%) vs. Q1 2024
- Total value
- $69.6M
- −$925.7K (−1.3%) vs. Q1 2024
- New holders
- 8
- 27 more added
- Sold out
- 6
- 20 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Bankwell Financial Group, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 433,109 | $11.0M | 0.00% | +27,025+6.7% | Added |
| Vanguard Group Inc | 332,393 | $8.43M | 0.00% | +3,147+1.0% | Added |
| Banc Funds Co LLC | 282,623 | $7.17M | 0.85% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 279,867 | $7.10M | 0.00% | +755+0.3% | Added |
| Renaissance Technologies LLC | 143,603 | $3.64M | 0.01% | −12,300−7.9% | Reduced |
| Geode Capital Management, LLC | 141,904 | $3.60M | 0.00% | +11,681+9.0% | Added |
| LSV Asset Management | 126,746 | $3.22M | 0.01% | −1,700−1.3% | Reduced |
| Pacific Ridge Capital Partners, LLC | 123,020 | $3.12M | 0.75% | −5,246−4.1% | Reduced |
| Siena Capital Partners GP, LLC | 110,338 | $2.80M | 0.92% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 89,154 | $2.26M | 0.15% | +6,341+7.7% | Added |
| Acadian Asset Management LLC | 78,329 | $1.99M | 0.01% | −2,778−3.4% | Reduced |
| State Street Corp | 77,517 | $1.97M | 0.00% | +1,351+1.8% | Added |
| Northern Trust Corp | 67,090 | $1.70M | 0.00% | −1,878−2.7% | Reduced |
| Bridgeway Capital Management, LLC | 52,909 | $1.34M | 0.03% | +1,260+2.4% | Added |
| American Century Companies Inc | 37,375 | $948.2K | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 33,096 | $839.6K | 0.02% | −116−0.3% | Reduced |
| Summit Trail Advisors, LLC | 30,158 | $765.1K | 0.02% | −2,708−8.2% | Reduced |
| Bank of New York Mellon Corp | 28,548 | $724.2K | 0.00% | +1,676+6.2% | Added |
| Morgan Stanley | 25,273 | $641.2K | 0.00% | −882−3.4% | Reduced |
| Empowered Funds, LLC | 18,704 | $474.5K | 0.01% | +1,260+7.2% | Added |
| Goldman Sachs Group Inc | 18,108 | $459.4K | 0.00% | +4,351+31.6% | Added |
| Charles Schwab Investment Management Inc | 17,636 | $447.4K | 0.00% | +1,680+10.5% | Added |
| Invesco Ltd. | 17,365 | $440.6K | 0.00% | −1,740−9.1% | Reduced |
| Captrust Financial Advisors | 16,522 | $419.2K | 0.00% | −190−1.1% | Reduced |
| Barclays PLC | 14,071 | $357.0K | 0.00% | −1,015−6.7% | Reduced |
| Bridge City Capital, LLC | 13,550 | $343.8K | 0.12% | +1,832+15.6% | Added |
| Citadel Advisors LLC | 13,278 | $336.9K | 0.00% | −1,745−11.6% | Reduced |
| Wells Fargo & Company | 11,085 | $281.2K | 0.00% | +999+9.9% | Added |
| Royal Bank of Canada | 10,982 | $279.0K | 0.00% | −36−0.3% | Reduced |
| Rhumbline Advisers | 9,439 | $239.5K | 0.00% | +277+3.0% | Added |
| Two Sigma Investments, LP | 9,431 | $239.3K | 0.00% | −300−3.1% | Reduced |
| Bank of America Corp | 9,142 | $231.9K | 0.00% | +766+9.1% | Added |
| Sierra Capital LLC | 9,009 | $229.0K | 0.03% | +74+0.8% | Added |
| Nuveen Asset Management, LLC | 8,096 | $205.4K | 0.00% | +8,096 | New |
| UBS Group AG | 4,933 | $125.2K | 0.00% | −3,838−43.8% | Reduced |
| STRS Ohio | 4,900 | $124.3K | 0.00% | +500+11.4% | Added |
| Allspring Global Investments Holdings, LLC | 4,875 | $123.7K | 0.00% | +1,449+42.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,690 | $119.0K | 0.00% | +360+8.3% | Added |
| JPMorgan Chase & Co | 4,400 | $111.6K | 0.00% | −6,870−61.0% | Reduced |
| New York State Common Retirement Fund | 3,951 | $100.2K | 0.00% | +2+0.1% | Added |
| Corebridge Financial, Inc. | 3,471 | $88.1K | 0.00% | +3,471 | New |
| MetLife Investment Management | 3,357 | $85.2K | 0.00% | +354+11.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,254 | $82.6K | 0.00% | +3,254 | New |
| Key Financial Inc | 2,900 | $73.6K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,104 | $53.4K | 0.00% | +1,857+751.8% | Added |
| Citigroup Inc | 1,813 | $46.0K | 0.00% | +363+25.0% | Added |
| FMR LLC | 1,762 | $44.7K | 0.00% | +16+0.9% | Added |
| US Bancorp | 1,689 | $42.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,175 | $29.8K | 0.00% | −1,726−59.5% | Reduced |
| Public Employees Retirement System of Ohio | 1,103 | $28.0K | 0.00% | −67−5.7% | Reduced |
| Nisa Investment Advisors, LLC | 478 | $12.1K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 458 | $12.0K | 0.00% | +281+158.8% | Added |
| California State Teachers Retirement System | 467 | $11.8K | 0.00% | −125−21.1% | Reduced |
| Legal & General Group Plc | 467 | $11.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 423 | $10.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 196 | $5.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 158 | $4.00K | 0.00% | +89+129.0% | Added |
| Covestor Ltd | 83 | $2.00K | 0.00% | +19+29.7% | Added |
| Picton Mahoney Asset Management | 65 | $2.00K | 0.00% | +65 | New |
| Fortitude Family Office, LLC | 45 | $1.14K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 42 | $1.07K | 0.00% | +42 | New |
| Advisor Group Holdings, Inc. | 30 | $761 | 0.00% | +30 | New |
| Massmutual Trust Co FSB | 22 | $558 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 21 | $533 | 0.00% | −21−50.0% | Reduced |
| Cornerstone Planning Group LLC | 17 | $426 | 0.00% | +17 | New |
| Innealta Capital, LLC | 3 | $76 | 0.00% | +3 | New |
| Carl P. Sherr & Co., LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −2,901−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −354−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |