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