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, Q4 2024
Institutional positions in Bankwell Financial Group, Inc. as of Dec 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
- 70
- +1 vs. Q3 2024
- Shares held
- 3.03M
- +194.2K (+6.9%) vs. Q3 2024
- Total value
- $94.2M
- +$9.45M (+11.1%) vs. Q3 2024
- New holders
- 5
- 30 more added
- Sold out
- 4
- 13 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Bankwell Financial Group, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 429,327 | $13.4M | 0.00% | −7,010−1.6% | Reduced |
| Vanguard Group Inc | 338,508 | $10.5M | 0.00% | +1,420+0.4% | Added |
| Dimensional Fund Advisors LP | 288,871 | $9.00M | 0.00% | +7,363+2.6% | Added |
| Banc Funds Co LLC | 249,423 | $7.77M | 0.86% | −33,200−11.7% | Reduced |
| Pacific Ridge Capital Partners, LLC | 174,584 | $5.44M | 1.25% | +40,458+30.2% | Added |
| Renaissance Technologies LLC | 150,248 | $4.68M | 0.01% | −7,255−4.6% | Reduced |
| Geode Capital Management, LLC | 148,035 | $4.61M | 0.00% | +693+0.5% | Added |
| LSV Asset Management | 115,700 | $3.60M | 0.01% | −7,346−6.0% | Reduced |
| Siena Capital Partners GP, LLC | 110,338 | $3.44M | 0.95% | 00.0% | Unchanged |
| Fourthstone LLC | 105,585 | $3.29M | 0.64% | +79,673+307.5% | Added |
| GM Advisory Group, Inc. | 90,358 | $2.81M | 0.16% | +551+0.6% | Added |
| Acadian Asset Management LLC | 85,975 | $2.68M | 0.01% | +5,315+6.6% | Added |
| State Street Corp | 78,167 | $2.43M | 0.00% | +150+0.2% | Added |
| Northern Trust Corp | 70,650 | $2.20M | 0.00% | +160+0.2% | Added |
| Bridgeway Capital Management, LLC | 54,765 | $1.71M | 0.04% | +918+1.7% | Added |
| Goldman Sachs Group Inc | 51,499 | $1.60M | 0.00% | +23,757+85.6% | Added |
| American Century Companies Inc | 37,375 | $1.16M | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 36,312 | $1.13M | 0.03% | +13,733+60.8% | Added |
| Morgan Stanley | 33,341 | $1.04M | 0.00% | −3,040−8.4% | Reduced |
| Bank of New York Mellon Corp | 30,262 | $942.7K | 0.00% | +7,908+35.4% | Added |
| Summit Trail Advisors, LLC | 25,823 | $804.4K | 0.03% | −2,212−7.9% | Reduced |
| JPMorgan Chase & Co | 23,590 | $734.8K | 0.00% | +11,952+102.7% | Added |
| Northeast Financial Consultants Inc | 21,903 | $682.3K | 0.03% | +21,903 | New |
| Barclays PLC | 21,829 | $680.0K | 0.00% | +1,048+5.0% | Added |
| Empowered Funds, LLC | 20,560 | $640.4K | 0.01% | +918+4.7% | Added |
| SeaCrest Wealth Management, LLC | 20,041 | $624.3K | 0.07% | +20,041 | New |
| UBS Group AG | 17,912 | $558.0K | 0.00% | +11,239+168.4% | Added |
| Charles Schwab Investment Management Inc | 17,636 | $549.4K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 16,487 | $513.6K | 0.00% | +30.0% | Added |
| Bridge City Capital, LLC | 13,577 | $422.9K | 0.11% | +27+0.2% | Added |
| Citadel Advisors LLC | 12,356 | $384.9K | 0.00% | −7,982−39.2% | Reduced |
| Bank of America Corp | 11,834 | $368.6K | 0.00% | +1,969+20.0% | Added |
| Royal Bank of Canada | 11,600 | $361.0K | 0.00% | +1,085+10.3% | Added |
| Wells Fargo & Company | 11,338 | $353.2K | 0.00% | +975+9.4% | Added |
| Rhumbline Advisers | 9,235 | $287.7K | 0.00% | +295+3.3% | Added |
| Sierra Capital LLC | 9,078 | $283.0K | 0.03% | +30.0% | Added |
| Mackenzie Financial Corp | 9,024 | $281.1K | 0.00% | +9,024 | New |
| Nuveen Asset Management, LLC | 8,096 | $252.2K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 7,623 | $240.5K | 0.00% | −1,344−15.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 7,653 | $238.4K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 6,719 | $209.3K | 0.00% | +6,719 | New |
| Citigroup Inc | 5,367 | $167.2K | 0.00% | +295+5.8% | Added |
| STRS Ohio | 4,900 | $152.6K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,951 | $123.1K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,740 | $116.5K | 0.00% | +152+4.2% | Added |
| MetLife Investment Management | 3,357 | $104.6K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,330 | $103.7K | 0.00% | +3,330 | New |
| Corebridge Financial, Inc. | 3,207 | $99.9K | 0.00% | −242−7.0% | Reduced |
| Key Financial Inc | 2,900 | $90.3K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 1,805 | $56.2K | 0.00% | −154−7.9% | Reduced |
| US Bancorp | 1,689 | $52.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,564 | $48.7K | 0.00% | +1,357+655.6% | Added |
| BNP Paribas Arbitrage, SA | 1,304 | $40.6K | 0.00% | −586−31.0% | Reduced |
| Public Employees Retirement System of Ohio | 1,103 | $34.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 637 | $19.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 478 | $14.9K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 467 | $14.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 458 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 423 | $13.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 243 | $8.00K | 0.00% | +1+0.4% | Added |
| Sterling Capital Management LLC | 207 | $6.45K | 0.00% | +187+935.0% | Added |
| Jones Financial Companies LLLP | 200 | $6.23K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 196 | $6.00K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 56 | $1.74K | 0.00% | −17−23.3% | Reduced |
| Fortitude Family Office, LLC | 45 | $1.40K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 35 | $1.09K | 0.00% | +14+66.7% | Added |
| Covestor Ltd | 40 | $1.00K | 0.00% | −42−51.2% | Reduced |
| Advisor Group Holdings, Inc. | 30 | $935 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 22 | $685 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $517 | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −7,925−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,925−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −13−100.0% | Sold out |