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, Q1 2025
Institutional positions in Bankwell Financial Group, Inc. as of Mar 31, 2025. 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
- 78
- +9 vs. Q4 2024
- Shares held
- 3.05M
- +38.0K (+1.3%) vs. Q4 2024
- Total value
- $92.2M
- −$1.78M (−1.9%) vs. Q4 2024
- New holders
- 11
- 19 more added
- Sold out
- 2
- 28 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Bankwell Financial Group, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 421,891 | $12.7M | 0.00% | −7,436−1.7% | Reduced |
| Vanguard Group Inc | 338,071 | $10.2M | 0.00% | −437−0.1% | Reduced |
| Dimensional Fund Advisors LP | 293,293 | $8.85M | 0.00% | +4,422+1.5% | Added |
| Pacific Ridge Capital Partners, LLC | 179,127 | $5.41M | 1.43% | +4,543+2.6% | Added |
| Fourthstone LLC | 166,563 | $5.03M | 1.25% | +60,978+57.8% | Added |
| Banc Funds Co LLC | 159,377 | $4.81M | 0.63% | −90,046−36.1% | Reduced |
| Geode Capital Management, LLC | 151,206 | $4.56M | 0.00% | +3,171+2.1% | Added |
| Renaissance Technologies LLC | 142,348 | $4.30M | 0.01% | −7,900−5.3% | Reduced |
| Siena Capital Partners GP, LLC | 110,338 | $3.33M | 0.99% | 00.0% | Unchanged |
| LSV Asset Management | 109,800 | $3.31M | 0.01% | −5,900−5.1% | Reduced |
| GM Advisory Group, Inc. | 104,477 | $3.15M | 0.17% | +14,119+15.6% | Added |
| Acadian Asset Management LLC | 88,343 | $2.66M | 0.01% | +2,368+2.8% | Added |
| State Street Corp | 78,309 | $2.36M | 0.00% | +142+0.2% | Added |
| Northern Trust Corp | 68,974 | $2.08M | 0.00% | −1,676−2.4% | Reduced |
| Commonwealth Equity Services, LLC | 62,367 | $1.88M | 0.00% | +62,367 | New |
| Goldman Sachs Group Inc | 48,830 | $1.47M | 0.00% | −2,669−5.2% | Reduced |
| Bridgeway Capital Management, LLC | 46,264 | $1.40M | 0.04% | −8,501−15.5% | Reduced |
| American Century Companies Inc | 37,217 | $1.12M | 0.00% | −158−0.4% | Reduced |
| Kennedy Capital Management, Inc. | 36,312 | $1.10M | 0.03% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 29,073 | $877.4K | 0.00% | −1,189−3.9% | Reduced |
| Summit Trail Advisors, LLC | 25,523 | $770.3K | 0.03% | −300−1.2% | Reduced |
| SeaCrest Wealth Management, LLC | 25,118 | $758.1K | 0.09% | +5,077+25.3% | Added |
| Morgan Stanley | 24,494 | $739.3K | 0.00% | −8,847−26.5% | Reduced |
| Northeast Financial Consultants Inc | 21,903 | $661.0K | 0.03% | 00.0% | Unchanged |
| Empowered Funds, LLC | 21,262 | $641.7K | 0.01% | +702+3.4% | Added |
| Charles Schwab Investment Management Inc | 18,636 | $562.4K | 0.00% | +1,000+5.7% | Added |
| Barclays PLC | 18,590 | $561.0K | 0.00% | −3,239−14.8% | Reduced |
| UBS Group AG | 18,010 | $543.5K | 0.00% | +98+0.5% | Added |
| Captrust Financial Advisors | 16,652 | $502.6K | 0.00% | +165+1.0% | Added |
| Citadel Advisors LLC | 14,726 | $444.4K | 0.00% | +2,370+19.2% | Added |
| JPMorgan Chase & Co | 13,447 | $405.8K | 0.00% | −10,143−43.0% | Reduced |
| Bridge City Capital, LLC | 13,135 | $396.4K | 0.12% | −442−3.3% | Reduced |
| Wells Fargo & Company | 11,623 | $350.8K | 0.00% | +285+2.5% | Added |
| Royal Bank of Canada | 11,530 | $347.0K | 0.00% | −70−0.6% | Reduced |
| Susquehanna International Group, LLP | 9,953 | $300.4K | 0.00% | +9,953 | New |
| Sierra Capital LLC | 9,188 | $277.0K | 0.03% | +110+1.2% | Added |
| Bank of America Corp | 9,026 | $272.4K | 0.00% | −2,808−23.7% | Reduced |
| Rhumbline Advisers | 8,784 | $265.1K | 0.00% | −451−4.9% | Reduced |
| Jane Street Group, LLC | 8,269 | $249.6K | 0.00% | +8,269 | New |
| Nuveen, LLC | 8,096 | $244.3K | 0.00% | +8,096 | New |
| Arrowstreet Capital, Limited Partnership | 7,653 | $231.0K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 7,185 | $216.8K | 0.00% | +7,185 | New |
| HSBC Holdings PLC | 6,835 | $205.9K | 0.00% | −788−10.3% | Reduced |
| Mackenzie Financial Corp | 6,773 | $204.4K | 0.00% | −2,251−24.9% | Reduced |
| Trexquant Investment LP | 6,755 | $203.9K | 0.00% | +6,755 | New |
| STRS Ohio | 4,900 | $147.9K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 4,863 | $146.8K | 0.00% | −504−9.4% | Reduced |
| New York State Common Retirement Fund | 3,951 | $119.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,896 | $117.6K | 0.00% | +156+4.2% | Added |
| MetLife Investment Management | 3,357 | $101.3K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,330 | $100.5K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 3,161 | $95.4K | 0.00% | −46−1.4% | Reduced |
| Key Financial Inc | 2,900 | $87.5K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 1,689 | $51.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,593 | $48.1K | 0.00% | −212−11.7% | Reduced |
| Public Employees Retirement System of Ohio | 958 | $28.9K | 0.00% | −145−13.1% | Reduced |
| BNP Paribas Arbitrage, SA | 810 | $24.4K | 0.00% | −494−37.9% | Reduced |
| Legal & General Group Plc | 637 | $19.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 478 | $14.4K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 467 | $14.1K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 458 | $14.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 457 | $14.0K | 0.00% | +214+88.1% | Added |
| Ameritas Investment Partners, Inc. | 423 | $12.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 320 | $9.66K | 0.00% | −1,244−79.5% | Reduced |
| Jones Financial Companies LLLP | 200 | $6.03K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 196 | $6.00K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 138 | $4.17K | 0.00% | +82+146.4% | Added |
| Sterling Capital Management LLC | 111 | $3.35K | 0.00% | −96−46.4% | Reduced |
| Coldstream Capital Management Inc | 68 | $2.05K | 0.00% | +68 | New |
| The PNC Financial Services Group, Inc. | 52 | $1.57K | 0.00% | +52 | New |
| Fortitude Family Office, LLC | 45 | $1.36K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 36 | $1.09K | 0.00% | +1+2.9% | Added |
| Covestor Ltd | 25 | $1.00K | 0.00% | −15−37.5% | Reduced |
| Massmutual Trust Co FSB | 22 | $664 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 20 | $604 | 0.00% | +20 | New |
| Cornerstone Planning Group LLC | 17 | $517 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5 | $151 | 0.00% | +5 | New |
| True Wealth Design, LLC | 2 | $61 | 0.00% | +2 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −6,719−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |