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, 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 |
|---|---|---|---|---|---|
| Capital Performance Advisors LLP | 13 | $389 | 0.00% | +13 | New |
| Cornerstone Planning Group LLC | 17 | $490 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 20 | $599 | 0.00% | +20 | New |
| GAMMA Investing LLC | 21 | $629 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 22 | $659 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 30 | $899 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 45 | $1.35K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 82 | $2.00K | 0.00% | −1−1.2% | Reduced |
| Russell Investments Group, Ltd. | 73 | $2.19K | 0.00% | +73 | New |
| GWM Advisors LLC | 148 | $4.44K | 0.00% | +148 | New |
| Jones Financial Companies LLLP | 200 | $5.98K | 0.00% | +200 | New |
| Amalgamated Bank | 196 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 207 | $6.20K | 0.00% | −1,897−90.2% | Reduced |
| CWM, LLC | 242 | $7.00K | 0.00% | +84+53.2% | Added |
| Ameritas Investment Partners, Inc. | 423 | $12.7K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 467 | $14.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 458 | $14.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 478 | $14.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 637 | $19.1K | 0.00% | +170+36.4% | Added |
| Public Employees Retirement System of Ohio | 1,103 | $33.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,689 | $50.6K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,890 | $56.6K | 0.00% | +715+60.9% | Added |
| Allspring Global Investments Holdings, LLC | 1,925 | $57.7K | 0.00% | −2,950−60.5% | Reduced |
| FMR LLC | 1,959 | $58.7K | 0.00% | +197+11.2% | Added |
| Key Financial Inc | 2,900 | $86.9K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 3,357 | $100.5K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 3,449 | $103.3K | 0.00% | −22−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,588 | $107.5K | 0.00% | +334+10.3% | Added |
| New York State Common Retirement Fund | 3,951 | $118.3K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 4,900 | $146.8K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,072 | $151.9K | 0.00% | +3,259+179.8% | Added |
| UBS Group AG | 6,673 | $199.9K | 0.00% | +1,740+35.3% | Added |
| Arrowstreet Capital, Limited Partnership | 7,653 | $229.2K | 0.00% | +7,653 | New |
| Two Sigma Investments, LP | 7,925 | $237.4K | 0.00% | −1,506−16.0% | Reduced |
| Nuveen Asset Management, LLC | 8,096 | $242.5K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 8,940 | $267.7K | 0.00% | −499−5.3% | Reduced |
| HSBC Holdings PLC | 8,967 | $271.3K | 0.00% | +8,967 | New |
| Sierra Capital LLC | 9,075 | $272.0K | 0.03% | +66+0.7% | Added |
| Bank of America Corp | 9,865 | $295.5K | 0.00% | +723+7.9% | Added |
| Wells Fargo & Company | 10,363 | $310.4K | 0.00% | −722−6.5% | Reduced |
| Royal Bank of Canada | 10,515 | $315.0K | 0.00% | −467−4.3% | Reduced |
| JPMorgan Chase & Co | 11,638 | $348.6K | 0.00% | +7,238+164.5% | Added |
| Bridge City Capital, LLC | 13,550 | $405.8K | 0.11% | 00.0% | Unchanged |
| Captrust Financial Advisors | 16,484 | $493.7K | 0.00% | −38−0.2% | Reduced |
| Charles Schwab Investment Management Inc | 17,636 | $528.2K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 19,642 | $588.3K | 0.01% | +938+5.0% | Added |
| Citadel Advisors LLC | 20,338 | $609.1K | 0.00% | +7,060+53.2% | Added |
| Barclays PLC | 20,781 | $622.4K | 0.00% | +6,710+47.7% | Added |
| Bank of New York Mellon Corp | 22,354 | $669.5K | 0.00% | −6,194−21.7% | Reduced |
| Kennedy Capital Management, Inc. | 22,579 | $676.2K | 0.01% | −10,517−31.8% | Reduced |
| Fourthstone LLC | 25,912 | $776.1K | 0.17% | +25,912 | New |
| Goldman Sachs Group Inc | 27,742 | $830.9K | 0.00% | +9,634+53.2% | Added |
| Summit Trail Advisors, LLC | 28,035 | $839.6K | 0.02% | −2,123−7.0% | Reduced |
| Morgan Stanley | 36,381 | $1.09M | 0.00% | +11,108+44.0% | Added |
| American Century Companies Inc | 37,375 | $1.12M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 53,847 | $1.61M | 0.03% | +938+1.8% | Added |
| Northern Trust Corp | 70,490 | $2.11M | 0.00% | +3,400+5.1% | Added |
| State Street Corp | 78,017 | $2.34M | 0.00% | +500+0.6% | Added |
| Acadian Asset Management LLC | 80,660 | $2.41M | 0.01% | +2,331+3.0% | Added |
| GM Advisory Group, Inc. | 89,807 | $2.69M | 0.16% | +653+0.7% | Added |
| Siena Capital Partners GP, LLC | 110,338 | $3.30M | 0.95% | 00.0% | Unchanged |
| LSV Asset Management | 123,046 | $3.69M | 0.01% | −3,700−2.9% | Reduced |
| Pacific Ridge Capital Partners, LLC | 134,126 | $4.02M | 0.95% | +11,106+9.0% | Added |
| Geode Capital Management, LLC | 147,342 | $4.41M | 0.00% | +5,438+3.8% | Added |
| Renaissance Technologies LLC | 157,503 | $4.72M | 0.01% | +13,900+9.7% | Added |
| Dimensional Fund Advisors LP | 281,508 | $8.43M | 0.00% | +1,641+0.6% | Added |
| Banc Funds Co LLC | 282,623 | $8.46M | 0.92% | 00.0% | Unchanged |
| Vanguard Group Inc | 337,088 | $10.1M | 0.00% | +4,695+1.4% | Added |
| BlackRock, Inc. | 436,337 | $13.1M | 0.00% | +436,337 | 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 |