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