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, Q3 2024
Institutional positions in Bankwell Financial Group, Inc. as of Sep 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
- 69
- +5 vs. Q2 2024
- Shares held
- 2.83M
- +525.8K (+22.8%) vs. Q2 2024
- Total value
- $84.8M
- +$26.3M (+45.0%) vs. Q2 2024
- New holders
- 9
- 25 more added
- Sold out
- 4
- 13 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Bankwell Financial Group, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 436,337 | $13.1M | 0.00% | +436,337 | New |
| Vanguard Group Inc | 337,088 | $10.1M | 0.00% | +4,695+1.4% | Added |
| Banc Funds Co LLC | 282,623 | $8.46M | 0.92% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 281,508 | $8.43M | 0.00% | +1,641+0.6% | Added |
| Renaissance Technologies LLC | 157,503 | $4.72M | 0.01% | +13,900+9.7% | Added |
| Geode Capital Management, LLC | 147,342 | $4.41M | 0.00% | +5,438+3.8% | Added |
| Pacific Ridge Capital Partners, LLC | 134,126 | $4.02M | 0.95% | +11,106+9.0% | Added |
| LSV Asset Management | 123,046 | $3.69M | 0.01% | −3,700−2.9% | Reduced |
| Siena Capital Partners GP, LLC | 110,338 | $3.30M | 0.95% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 89,807 | $2.69M | 0.16% | +653+0.7% | Added |
| Acadian Asset Management LLC | 80,660 | $2.41M | 0.01% | +2,331+3.0% | Added |
| State Street Corp | 78,017 | $2.34M | 0.00% | +500+0.6% | Added |
| Northern Trust Corp | 70,490 | $2.11M | 0.00% | +3,400+5.1% | Added |
| Bridgeway Capital Management, LLC | 53,847 | $1.61M | 0.03% | +938+1.8% | Added |
| American Century Companies Inc | 37,375 | $1.12M | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 36,381 | $1.09M | 0.00% | +11,108+44.0% | Added |
| Summit Trail Advisors, LLC | 28,035 | $839.6K | 0.02% | −2,123−7.0% | Reduced |
| Goldman Sachs Group Inc | 27,742 | $830.9K | 0.00% | +9,634+53.2% | Added |
| Fourthstone LLC | 25,912 | $776.1K | 0.17% | +25,912 | New |
| Kennedy Capital Management, Inc. | 22,579 | $676.2K | 0.01% | −10,517−31.8% | Reduced |
| Bank of New York Mellon Corp | 22,354 | $669.5K | 0.00% | −6,194−21.7% | Reduced |
| Barclays PLC | 20,781 | $622.4K | 0.00% | +6,710+47.7% | Added |
| Citadel Advisors LLC | 20,338 | $609.1K | 0.00% | +7,060+53.2% | Added |
| Empowered Funds, LLC | 19,642 | $588.3K | 0.01% | +938+5.0% | Added |
| Charles Schwab Investment Management Inc | 17,636 | $528.2K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 16,484 | $493.7K | 0.00% | −38−0.2% | Reduced |
| Bridge City Capital, LLC | 13,550 | $405.8K | 0.11% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 11,638 | $348.6K | 0.00% | +7,238+164.5% | Added |
| Royal Bank of Canada | 10,515 | $315.0K | 0.00% | −467−4.3% | Reduced |
| Wells Fargo & Company | 10,363 | $310.4K | 0.00% | −722−6.5% | Reduced |
| Bank of America Corp | 9,865 | $295.5K | 0.00% | +723+7.9% | Added |
| Sierra Capital LLC | 9,075 | $272.0K | 0.03% | +66+0.7% | Added |
| HSBC Holdings PLC | 8,967 | $271.3K | 0.00% | +8,967 | New |
| Rhumbline Advisers | 8,940 | $267.7K | 0.00% | −499−5.3% | Reduced |
| Nuveen Asset Management, LLC | 8,096 | $242.5K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 7,925 | $237.4K | 0.00% | −1,506−16.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 7,653 | $229.2K | 0.00% | +7,653 | New |
| UBS Group AG | 6,673 | $199.9K | 0.00% | +1,740+35.3% | Added |
| Citigroup Inc | 5,072 | $151.9K | 0.00% | +3,259+179.8% | Added |
| STRS Ohio | 4,900 | $146.8K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,951 | $118.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,588 | $107.5K | 0.00% | +334+10.3% | Added |
| Corebridge Financial, Inc. | 3,449 | $103.3K | 0.00% | −22−0.6% | Reduced |
| MetLife Investment Management | 3,357 | $100.5K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 2,900 | $86.9K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 1,959 | $58.7K | 0.00% | +197+11.2% | Added |
| Allspring Global Investments Holdings, LLC | 1,925 | $57.7K | 0.00% | −2,950−60.5% | Reduced |
| BNP Paribas Arbitrage, SA | 1,890 | $56.6K | 0.00% | +715+60.9% | Added |
| US Bancorp | 1,689 | $50.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,103 | $33.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 637 | $19.1K | 0.00% | +170+36.4% | Added |
| Nisa Investment Advisors, LLC | 478 | $14.3K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 458 | $14.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 467 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 423 | $12.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 242 | $7.00K | 0.00% | +84+53.2% | Added |
| Tower Research Capital LLC (TRC) | 207 | $6.20K | 0.00% | −1,897−90.2% | Reduced |
| Amalgamated Bank | 196 | $6.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 200 | $5.98K | 0.00% | +200 | New |
| GWM Advisors LLC | 148 | $4.44K | 0.00% | +148 | New |
| Russell Investments Group, Ltd. | 73 | $2.19K | 0.00% | +73 | New |
| Covestor Ltd | 82 | $2.00K | 0.00% | −1−1.2% | Reduced |
| Fortitude Family Office, LLC | 45 | $1.35K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 30 | $899 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 22 | $659 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 21 | $629 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 20 | $599 | 0.00% | +20 | New |
| Cornerstone Planning Group LLC | 17 | $490 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 13 | $389 | 0.00% | +13 | New |
| Invesco Ltd. | 0 | $0 | 0.00% | −17,365−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |